Arc Boats
4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Sep 7, 2025 by Mitch Lee · said 13 times in 1 episodes since 2025 · across every show →
Mentions by year
brought up most by Molly O'Shea (8), Mitch Lee (5)
tap a year for its mentions
Everything said about Arc Boats, oldest first
Sep 7, 2025 bullish
Electric boat startups face execution risk, not tech risk, thanks to EVs
“There's also not a lot of technology risk in what we're doing because the automotive industry has existed for the past 10 years and like has been plowing money into electrification and high voltage power electronics and battery supply chains for 10 plus years …”
Sep 7, 2025 negative
Traditional boat builders lack software and electrical engineers to integrate components
“What that naturally means is that the industry has evolved in a way where most people are buying most components off the shelf, and that means none of them are integrated. You have your Garmin display, you have JL speakers, you have, like all of these things a…”
Sep 7, 2025