The Ledger
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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 …”
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…”
Transitioning to electric boats offers a larger UX upgrade than electric cars
“Again, in going from gas to electric, it's not a gas car to electric car. Like, it's a gas leaf blower to an electric leaf blower. The percent improvement in the experience is dramatically better.”
Arc's electric boats produce over twice the torque of premium gas boats
“We've got over twice the torque of even the most premium boats out there, and we size up our propeller, which is, you kind of think of it like the tire for boats. It, it's what allows you to transfer power into the water. We have a bigger propeller so that we …”
Arc Boats delivered its first electric boat with under $20M deployed
“We brought our first product to market with less than twenty million dollars deployed, like delivered it to a customer.”