“Volumes, they are ahead, but volumes will catch up in the next three, four years. But in terms of just sheer technology, and product quality, and product the feature list. No, I'm not just speaking for Aether. I'm just, I'm speaking actually about the entire e-scooter market in India. Far ahead. Taiwan, Korea, Japan, China all of Europe and nothing in US. Nothing matches up with it.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Tarun Mehta
Opinion
Mehta: No global two-wheeler market matches India's EV tech standards
“Not a single country, not a single two-wheeler market competes with the technology standards of India today.”
Tarun MehtaJul 21, 2023▶ 14:04ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
PredictionOpen · timeframe Jul 2033
Mehta: Electric scooters will decimate India's commuter motorcycle market within 10 years
“So my belief for the last several years has been electric scooters will decimate the
Commuter entry motorcycle market in India over the next 10 years.
What will be left as motorcycles is the premium and the high performance category, one 8200 cc and beyond, wh…”
Tarun MehtaJul 21, 2023▶ 19:23ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
Opinion
Mehta: Tesla open-sourcing its patents was mostly a PR stunt
“So I think, ah, open sourcing the patents was more, ultimately served more PR purpose than genuine accelerate the industry purpose.”
Tarun MehtaJul 21, 2023▶ 30:19ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
Opinion
Mehta: In 2013, auto OEMs dismissed EVs or imported from China
“We realized OEM signed two camps, Either they're very smart, and they know that we won't have EV. Ok. EV is still like a 10 year old story, later story. Or they're idiots, and they think importing from China is a brilliant strategy.”
Tarun MehtaJul 21, 2023▶ 7:42ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
PredictionNot checkable as stated
Mehta: EVs cannot profit on servicing and must monetize software upgrades
“Long term, I do think that electric vehicles are not going to make money on servicing. They just can't. And as quality improves for each of, each one of us, their number will drop even further. I think long-term electric vehicles will have to make money on som…”
Tarun MehtaJul 21, 2023▶ 24:52ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
What-if
Tarun Mehta: Lithium-ion would not be affordable without Tesla's cell packaging
“In the absence of it, there's no way lithium-ion prices would have become affordable because it changed the underlying economics of the industry radically. The small form factor sales were very affordable, but the small form factor sales would have never, neve…”
Tarun MehtaJul 21, 2023▶ 29:15ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
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