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

AMERICAN OPTIMIST Assertion Not checkable as stated
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.”
Tim Urban Feb 14, 2025 ▶ 15:09 How AI Might Solve the Alien Mystery: Thought Leader's Paradox · Joe Lonsdale
LENNY'S PODCAST Prediction Not checkable as stated
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…”
Gustaf Alströmer Mar 2, 2023 ▶ 1:11:33 Lessons from working with 600+ YC startups | Gustaf Alströmer (Y Combinator, Airbnb)
GREEN BLUEPRINT Assertion Contradicted
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.”
Stephen Lacey Nov 23, 2022 ▶ 3:03 Gas stations vs utilities: battle for the future of charging
GREEN BLUEPRINT Assertion Supported
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.”
Stephen Lacey Nov 23, 2022 ▶ 4:10 Gas stations vs utilities: battle for the future of charging
GREEN BLUEPRINT Assertion Supported
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.”
David Ferris Nov 23, 2022 ▶ 9:54 Gas stations vs utilities: battle for the future of charging
GREEN BLUEPRINT Assertion Not checkable as stated
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.”
David Ferris Nov 23, 2022 ▶ 10:44 Gas stations vs utilities: battle for the future of charging
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.”
Kaitlyn Siragusa (Amouranth / Kate) Nov 8, 2022 ▶ 32:36 How This OnlyFans Model Built A $40 Million Business Empire (#383)
CATALYST Prediction Not checkable as stated
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 …”
Cassie Bowe Aug 11, 2022 ▶ 24:25 Will charging infrastructure be a bottleneck for electric vehicles?
ACQUIRED Assertion Contradicted
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.”
Ben Gilbert Sep 22, 2021 ▶ 2:31 Standard Oil Part I · Acquired
MY FIRST MILLION Assertion Partly supported
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.”
Sam Parr Jul 29, 2021 ▶ 41:28 Behind-the-Scenes of Shaan's Power Writing Course | My First Million #204
a16z Prediction Not checkable as stated
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.”
Benedict Evans Nov 16, 2018 ▶ 1:29 The End of the Beginning
20VC Prediction Open · timeframe Aug 2022
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.”
Brad Hargreaves Aug 11, 2017 ▶ 15:27 20VC: Why Not Every Element of A Scalable Business Has To Scale, Why You Should Be Bearish on Retail & Why Fewer Businesses Are Getting Started Today Since The Great Depression with Brad Hargreaves, Founder & CEO @ Common
20VC Insight
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…”
Frank Mycroft Jul 8, 2016 ▶ 23:21 20VC: When To Transition From Growth to Profitability & The KPI's of The On Demand Economy with Frank Mycroft @ Booster Fuels

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