Kothari: US EV policy mandates won't be popular for next six years
Nikunj Kothari · Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath · Aug 29, 2025 · at 1:55:51
Nikunj Kothari (Partner at FPV Ventures) debates political resistance to electric vehicle mandates in the United States.
0:00 / 0:16exact quote · 16.4s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I think eight, primarily because I think, especially in the US, like, with the conservative government, like, oil and gas is not going anywhere. It'll take a long time for us to, like, move, like, from a politics perspective, EB Force is not going to be very popular for the next six years.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Nikunj Kothari
Kothari: High capex is no longer a barrier for venture investing
“High capex is actually okay, because there's ways to finance it. And we're finally finding a way that everything's getting cheaper. Robotics is a good prime example of that. But I don't think capex is the big problem anymore. It's just like, can you find a tai…”
Kothari: From a practical capabilities perspective, AGI is already here
“I think my hot take would be, like, AGI is kind of already here, but, like, humans, like, when we take a Waymo ride, the first time it's mind-blowing to us, and then the next time you're just kind of, like, on your phone checking Twitter. I think we're already…”
Kothari: AI will accelerate declining birth rates by displacing human intimacy
“And I think AI will accelerate this problem, for sure. Like, again, I do think we are We're confiding more in ChatGPT than we talk to, like, our closest humans, including, like, our own partners, and I do think that that has happened, and there's no, there's n…”
Kothari: AI makes previously uninvestable legacy industries viable venture bets
“AI has actually made most industries that were uninvestable, suddenly investable. For example, like any industry that's collecting large amounts of data was like, you know, priorly prior, like you wouldn't invest in them because you were like, oh, there's no c…”