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electric vehicles

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 4, 2024 by Sam D'Amico · across every show →

Everything said about electric vehicles, oldest first

Oct 4, 2024 positive
Assertion Supported
Sam D'Amico: EV battery cell costs have dropped to $50 per kilowatt-hour
“And now we're looking at like, sell costs of like, 50 dollars a kilowatt hour for reference, like a kilowatt, like a typical Tesla model three pack is like, 60 kilowatt hours or something like that. So it's like, you end up with battery packs that could be lik…”
Sam D'Amico Oct 4, 2024 ▶ 46:19 Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
Nov 18, 2025 bullish
Prediction Didn’t hold up
Ulevitch: All future autonomous vehicles will be electric
“Part of the shift to electric vehicles, obviously we have EVs today, but as we shift to more autonomous vehicles, all those vehicles are going to be electric as well.”
David Ulevitch Nov 18, 2025 ▶ 24:29 How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
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