Transportation

topic on 11 shows · 20 statements across 19 episodes

Founder's Journal David Senra the Neon Show the Official SaaStr Podcast Capital Allocators Catalyst the Green Blueprint Top Founders How I Built This the a16z Podcast All-In

20 statements about Transportation, every show

Kalanick: Pricing in transportation is the sum of all strategy
“Pricing in the transportation space is the sum of all strategy.”
Travis Kalanick Aug 16, 2026 ▶ 1:44:34 Excellence Is the Capacity To Take Pain | Travis Kalanick, Founder of Uber
CATALYST Assertion Supported
Ball: Transport costs create a 25 percent price umbrella for decentralized ammonia
“You know, again, that five to 600 dollars a ton selling price, about maybe 20, 25% of that is transportation. So there is some budget, even within the U.S., for these decentralized approaches.”
Dr. Melissa Ball Nov 21, 2024 ▶ 38:17 TEA breakdown: green ammonia and synthetic methane
SAASTR Assertion Supported
87% of Samsara bookings now come from non-transportation verticals
“About, I think in the last earnings call, we talked about. 13% of our bookings were in transportation. 87%. The compliment was everything else.”
Sanjit Biswas Nov 12, 2024 ▶ 30:14 Samsara’s Rise to Vertical SaaS Leader and $1B+ ARR with Samsara's CEO and Co-Founder
GREEN BLUEPRINT Assertion Not checkable as stated
Lacey: 80% of technologies needed for rapid decarbonization exist today
“Almost nobody would disagree that we have about 80% of the technologies today across the electricity sector, industry, and transportation to decarbonize and decarbonize fast if we were really putting our shoulders into it.”
Stephen Lacey Feb 22, 2024 ▶ 34:12 A view of the $1.8 trillion clean energy economy
CATALYST Assertion Partly supported
Zou: Transportation gets 30% of climate VC despite causing 15% of emissions
“We've tracked transportation accounting for 15% of total emissions. As per the IPCC 2019 report, but receiving 30% of venture and growth investment since 2020. Whereas on the other hand, you know, energy deals, or energy investment made up 22% of overall fundi…”
Kim Zou Jan 11, 2024 ▶ 31:43 2023 climate tech venture investment trends
GREEN BLUEPRINT Prediction Open · timeframe Dec 2035
US industrial emissions will surpass power and transport by 2035
“The industrial sector is set to overtake power generation and transportation as the biggest source of planet warming emissions in the U.S. By twenty-thirty-five.”
Stephen Lacey Oct 26, 2023 ▶ 1:26 Tackling the tough stuff: steel, cement, and chemicals
GREEN BLUEPRINT Assertion Supported
Global industry emits more CO2 than all transportation combined
“Industry around the world accounts for more carbon dioxide emissions than all forms of transportation combined, and that's largely driven by steel, cement, and chemicals.”
Stephen Lacey Oct 26, 2023 ▶ 1:36 Tackling the tough stuff: steel, cement, and chemicals
a16z Assertion Not checkable as stated
Frohwein: Non-tech sectors still face severe hiring and retention shortages
“Many industries are still going through a lot of the pain that, you know, we all saw in, you know, healthcare, transportation, logistics, other areas are still seeing incredible challenges hiring employees and retaining them.”
Rob Frawein Jul 7, 2023 ▶ 5:53 Polarizing Talent: Navigating 2023's Landscape
FOUNDER'S JOURNAL Prediction Open · timeframe Dec 2099
All non-rocket transportation will become electric this century
“Basically the century, all form of transportation besides rockets will move to electric.”
Brett Adcock May 23, 2023 ▶ 13:51 Building Technology With Infinite Scale
GREEN BLUEPRINT Assertion Partly supported
Home Fossil Fuel Use Accounts for 10% of US Emissions
“Transportation is almost a third of U.S. Carbon emissions, and burning fossil fuels at home is another 10%.”
Stephen Lacey Jan 11, 2023 ▶ 4:29 The great electrician shortage
CATALYST Assertion Contradicted
Kann: Industrial heat generates 25% of global emissions, surpassing transportation
“Industrial heat is the single largest source of greenhouse gas emissions in the world. Full stop. I will pause there. It is responsible for more emissions annually than all transportation globally put together. About 25% of all of our emissions come from burni…”
Shayle Kann Dec 8, 2022 ▶ 3:22 Solving the conundrum of industrial heat
CATALYST Assertion Supported
Petrochemical Demand Is Growing Faster Than Transportation Fuel Demand
“Petrochemicals are a significantly smaller share of oil and gas demand than transportation is today, but they're growing faster.”
Shayle Kann Jan 24, 2022 ▶ 3:48 The many pathways to decarbonizing chemicals
CATALYST Prediction Not checkable as stated
Cupta: Transportation optimization will be quantum computing's first major climate win
“I do think it is going to be those optimization problems, honestly. I really think it's going to be in transportation, I think it's going to be in optimization because that problem is far more definable, it is easier, it takes a lower power quantum computer, T…”
Mark Cupta Dec 16, 2021 ▶ 46:05 Quantum computing could be a critical climate solution
ALL-IN Prediction Not checkable as stated
Chamath predicts gig economy platforms adopting franchise models will win big
“I think franchising is a really, really smart business idea, and I think that particularly in transportation and a lot of these services that have this natural dynamic to be local where there are an infinite sum of many local markets. I think It's like a Burge…”
Chamath Palihapitiya Sep 9, 2020 ▶ 34:06 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
HOW I BUILT THIS Assertion Contradicted
Brown: Livestock emissions exceed all global transportation emissions combined
“I became aware of the greenhouse gas emissions from the livestock industry, which are huge. They're greater than all forms of power transportation combined.”
Pat Brown May 11, 2020 ▶ 19:35 Impossible Foods: Pat Brown
TOP FOUNDERS Prediction Held up
Arison: Used car demand will jump as consumers avoid rideshare
“And my guess is that people are also going to try to avoid transportation and avoid ride sharing, right? So my hunch is that demand for used cars over the next couple of quarters is going to jump because of everything that's kind of going on.”
George Arison Mar 18, 2020 ▶ 7:20 1698 Shift Sells $200m Worth of Cars, Makes $30m, $225m Equity Raised, IPO Next?
NEON SHOW Opinion
Aggarwal: Indian digitization is at ground zero outside retail and transport
“But in India, everything is ground zero, other than probably retail and transportation, where there is some degree of maturity.”
Sanjeev Aggarwal Feb 19, 2020 ▶ 13:45 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC
a16z Assertion Not checkable as stated
Dixon: Tech has only truly disrupted media, transportation, and retail
“The, it's kind of surprising, 25 years into the internet that, The only industries that have been really quote disrupted have been, I think media, maybe transportation and maybe starting to happen is retail, right? And then the rest, I mean, if you look at the…”
Chris Dixon Dec 19, 2019 ▶ 30:53 What's Next for the Internet?
a16z Assertion Contradicted
David Lee: Animal farming emits as much greenhouse gas as all transportation
“Animal farming produces more greenhouse gases than almost any sector, the same as all forms of transportation combined, period.”
David Lee Jan 2, 2019 ▶ 6:33 a16z Podcast | Reinventing Food
Cembalest: Decarbonizing transport and industry matters more than grid decarbonization
“Decarbonizing transportation and decarbonizing industrial energy use is really where it's at if you're trying to get a handle on this problem. I mean, grid decarbonization is good, but people make a mistake by over-inflating what the consequences of success th…”
Michael Cembalest Apr 23, 2018 ▶ 54:37 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)

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