electric vehicles

also referred to as: electric vehicle · ev · evs

9 statements across 4 episodes · 7 bullish · 1 bearish · 6 people on the record · first statement Dec 10, 2023 by Chetan Maini · across every show →

Everything said about electric vehicles, oldest first

Dec 10, 2023 positive
Assertion Partly supported
Maini: Delhi EV Subsidies Stem from a Decade-Old Fuel Cess Fund
“Delhi already started this almost 12, 13 years ago. They created the ambient air quality fund, which taxed a certain paisa for every litre of diesel and petrol. And that put it into this ambient air quality fund, which will only be used for EVs. The reason Del…”
Chetan Maini Dec 10, 2023 ▶ 3:00:01 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 bullish
Prediction Open · timeframe Dec 2030
Electric three-wheeler sales in India will reach 100% by 2030
“We're estimating, you know, two-wheelers maybe 50 to 70% by twenty-thirty. Cars maybe 30%. Three-wheelers maybe a hundred percent by twenty-thirty.”
Chetan Maini Dec 10, 2023 ▶ 43:11 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 bullish
Opinion
EVs reduce emissions even on a 100% coal-based electricity grid
“Even if it was a hundred percent coal based, it will still make sense.”
Tarun Mehta Dec 10, 2023 ▶ 39:01 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 bullish
Assertion Not checkable as stated
BluSmart recovers EV capex premiums in 14 months via fuel savings
“The additional amount I paid for buying that electric vehicle with that additional battery, I recovered that in just 14 months because my operating cost was low.”
Puneet Goyal Dec 10, 2023 ▶ 1:45:41 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 negative
Assertion Supported
Maini: India's 18% battery GST versus 5% EV GST penalizes EV manufacturers
“Electric vehicles at five percent GST, but a battery pack, right? Batteries are at 18%, right? So it's also hard, A, for a lot of companies only making electric vehicles where they'll have an inverted duty structure, because the input will over time be more th…”
Chetan Maini Dec 10, 2023 ▶ 2:46:51 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Aug 24, 2025 positive
Assertion Not checkable as stated
Khosrowshahi: Uber is adopting EVs five times faster than the public
“Within Uber, you know we are moving to EVs five times faster than the general public, so EVs inside of the Uber system are definitely increasing”
Dara Khosrowshahi Aug 24, 2025 ▶ 1:25:28 From Iran to Uber CEO | Nikhil Kamath x Dara Khosrowshahi | People by WTF | Ep. 14 · Nikhil Kamath
Aug 29, 2025 bullish
Prediction Open · timeframe Aug 2035
Das: Majority of US cars will be electric within ten years
“I don't know, a hundred percent, but I would say, like, it would, a majority of cars will be EV in 10 years, in my mind.”
Debargo "DD" Das Aug 29, 2025 ▶ 1:51:27 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Aug 10, 2026 bullish
Assertion Supported
Tang: Modern LFP EVs can reach up to 1,000 km in range
“So the RFP can, you can drive a RFP driving car to up to 101,000 kilometers long range.”
Kun Tang Aug 10, 2026 ▶ 19:29 The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
Aug 10, 2026 neutral
Insight
Tang: Sodium-ion batteries are strictly for short-range EVs under 500 kilometers
“We can use for the three wheels scooters short range, which says less than 500 kilometers. It's fine. But for the long range, up to 1000 kilometers, it's, that's the way for this one, for the solid city one.”
Kun Tang Aug 10, 2026 ▶ 41:36 The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
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