electric vehicles
also referred to as: ev · evs
9 statements across 6 episodes · 6 bullish · 1 bearish · 5 people on the record · first statement Sep 12, 2022 by RJ Scaringe · across every show →
Everything said about electric vehicles, oldest first
Sep 12, 2022
Scaringe: Less than 2% of the world's 1.5B cars are electric
“I think today there's around one and a half billion cars on the planet, and even today, this is now, you know, relative to 20 17, 20 18, this is a lot further along, but of those one and a half billion cars, less than two percent of those are electric.”
Sep 12, 2022 bullish
Scaringe: Auto industry change over next 20 years will exceed horse-to-car shift
“The change is going to be larger over the next two decades than what we saw in the first two decades of the auto industry, you know, the sort of the shift from a horse to a car, as we now think about going from a combustion powered non-connected vehicle, which…”
Aug 3, 2023 bullish
Fambro: 1,000-mile range EVs are imminent, led by Aptera's aerodynamic design
“I definitely think so. I think Aptera is going to show the way because of the way technology is right now, there's no other way it's achievable without this extreme obsession with efficiency. There's no other platform out there that can do it. So the vehicles,…”
Oct 12, 2023 bearish
Swaminathan: Molten Salt Storage Will Never Scale Down to Homes or Vehicles
“I don't see it ever really at the scale of a single home, but I do see it at the scale of, you could have, for example, a large town or a small city being able to essentially have a microgrid that is disconnectable from the overall electricity grid and support…”
Dec 28, 2023 positive
Dec 28, 2023 neutral
Scaringe: Global EV adoption will require hundreds of distinct vehicle models
“I don't think we're going to end up in a world where there's one or two electric vehicles that we produce. 70, eighty million of a year that the whole world buys exactly those two or three products. I think the world needs, you know, lots of products, hundreds…”
Mar 7, 2024 bullish
Berdichevsky: First consumer cars with Sila technology expected in 2026
“And right now we're planning to be complete with the Current phase of the factory, what we call phase one at the end of this year, and we'll spend the first half of next year bringing that online very carefully to make very high quality product, and we'll begi…”
Mar 7, 2024 positive
Berdichevsky: Increasing battery cell energy density is key to affordable EVs
“And it turns out the more energy each battery cell can store, the cheaper the battery pack can be. And the way to think about the reason for that is if every battery cell you have stores twice as much energy, then you need half as many cells. And if you need h…”