Ather Energy

10 statements across 1 episodes · 7 bullish · 1 bearish · 1 people on the record · first statement Dec 10, 2023 by Tarun Mehta · said 47 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by Nikhil Kamath (30), Tarun Mehta (11), Chetan Maini (1)

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Everything said about Ather Energy, oldest first

Dec 10, 2023 bullish
Prediction Not checkable as stated
Mehta: Ather projects 8-10 year battery pack life, rivals will struggle past 5
“So for example, our oldest battery packs are now five years in the field. And we have, they are still at 90% plus health, which means we are now internally starting to project eight to 10 year battery life. We know in the industry that I think most of our comp…”
Tarun Mehta Dec 10, 2023 ▶ 2:17:24 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 bullish
Assertion Supported
Tarun Mehta: Ather operates India's largest two-wheeler fast-charging network
“Actually in two wheelers, it's the largest fast charging network in the country.”
Tarun Mehta Dec 10, 2023 ▶ 1:57:35 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 negative
Assertion Supported
Ather's auto hill-hold feature lasts 10 minutes while Ola's lasts one
“The way we implemented and the way Ola implemented I think Ola's same capability would last a much shorter time. So if you engage this hill hole feature on a steep slope after a minute or so, the motor would be like, okay, now I can't support this. It'll start…”
Tarun Mehta Dec 10, 2023 ▶ 2:34:21 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 positive
Assertion Supported
Tarun Mehta: Ather's charging connector is India's national standard
“Charging standard has become the national standard.”
Tarun Mehta Dec 10, 2023 ▶ 2:00:24 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023
Assertion Supported
Mehta: Ather Energy's first patent was for a swappable battery pack
“The first patent we filed at Aether was a swappable battery pack.”
Tarun Mehta Dec 10, 2023 ▶ 1:28:42 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 bullish
Prediction Didn’t hold up
Tarun Mehta: Ather will reach 1,000 touchpoints within 2.5 years
“We'll go from 200 touch points to a thousand touch points in the next two and a half years. At which point you've crossed oil and field scale already.”
Tarun Mehta Dec 10, 2023 ▶ 2:02:32 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 positive
Assertion Not checkable as stated
EV usage and buying patterns are identical across Indian city tiers
“I think tier one daily usage is 31 kilometers, tier two is like, 32, tier three is like, 29. There is no meaningful difference of usage, daily usage. There is no meaningful difference of buying patterns. Tier one, tier two, tier three.”
Tarun Mehta Dec 10, 2023 ▶ 1:48:53 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 bullish
Assertion Contradicted
Mehta: Ather has the world's largest electric two-wheeler R&D team
“Yes, that's why I said it's the world's largest R&D for two wheelers, electric two wheelers.”
Tarun Mehta Dec 10, 2023 ▶ 2:43:57 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 neutral
Disclosure
Ather's battery subscription failed because Indian consumers prefer vehicle ownership
“We attempted a variant of it. So I do believe in it, and I still do, and I'm hoping that we learn how to crack it. But back in twenty-twenty ... We said you could take a battery on subscription. ... Enormous, massive community pullback, like pushback, like, be…”
Tarun Mehta Dec 10, 2023 ▶ 2:53:59 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 positive
Assertion Supported
Mehta: Ather is the only EV player without fast-charging restrictions
“For example, right now we are the only player where we don't put any restriction on fast charging. So we tell our customers, if you want to fast charge practically every day, be my guest, right?”
Tarun Mehta Dec 10, 2023 ▶ 2:19:11 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
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