Gas Stations
topic on 8 shows · 13 statements across 10 episodes
Acquired
American Optimist
Lenny's Podcast
My First Million
Catalyst
the Green Blueprint
the a16z Podcast
20VC
13 statements about Gas Stations, every show
Urban: LLMs lack general intelligence and cannot run a gas station
“LLM still can't run a gas station, you know, just because it involves all of these things that for us with general intelligence, it's no big deal for an AI. It's gonna have, it's just, it's not there. So we're still the king of the general intelligence castle.”
Alströmer: EV Charging Will Consolidate Around End-User Software Apps
“I don't think we're going to have as many gas As many gas stations as we have today and different networks, we're not going to have the same in EV charging. It's going to be a lot more consolidated around the use experience of the end user and the app they ope…”
EV adoption threatens to shift billions from gas stations to utilities
“The economic stakes are in the hundreds of billions of dollars. Today, gas stations and utilities sell roughly the same dollar amount of fuel and electricity, but the balance could shift dramatically toward utilities as more electric vehicles hit the roads.”
Lacey: US gas stations dropped by 30% since early 1990s
“That number has dropped by about 30% since the early 19 nineties, mostly in urban areas.”
Ferris: Utility Demand Charges Push EV Charging Deeper into the Red
“EV charging isn't something that generally makes anybody money these days, but that demand charge can put it dramatically in the red, and it's something that the whole EV charging industry, with gas stations as a subset, is struggling with how to solve.”
Ferris: Gas stations site EV chargers where utility demand charges are low
“Well, right now, the stations are being built by gas stations that are where the demand charges are low.”
Siragusa: Gas station investments reduced taxable income via upfront building depreciation
“My accountant actually brought me to that one and they helped save me on taxes because I can, I got to expense the entire cost of the building up front. So that reduced my yearly income on paper. And then I had a lower tax rate.”
Bowe: EV charging will not converge into a centralized gas station model
“There's no reason why for EV charging it's gonna have to be a centralized model like that. I mean, I really hope we start putting some more EV charging stations on gas stations, but I think it's gonna be a combination of people charging for EV charging in the …”
Most modern gas stations trace back to Standard Oil
“When you look at a gas station, you are probably looking at some remnant of Standard Oil.”
Parr: Fuel generates two-thirds of gas station sales but minimal profit
“And so by revenue, gas makes up typically two thirds of sales for gas stations, but it only makes like one third or less of profit. The majority of profit comes from buying shit on the inside.”
Evans: Gas stations will transform or completely disappear by 2038
“So gas stations, for example, Are going to transform and perhaps completely disappear over the next 20 years.”
Hargreaves: Gas stations and rest stops will suffer from AV adoption
“I think gas stations, rest stops in particular, take a huge hit off of this between moving to autonomous vehicles and moving to electric vehicles as well.”
Mycroft: Gas station distribution is the primary barrier for carbon-neutral fuels
“And what's interesting about these solutions is that the number one thing they struggle with is distribution. It's very hard to get into a gas station. It's very hard to get your solution blended into the mix. And no gas station wants to put in another undergr…”