Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus
WTF is with Nikhil Kamath
Global Distribution of Lithium and Cobalt
This chapter discusses the global distribution of lithium and cobalt, highlighting China's control over the refining capacity for both minerals, as well as the strategic partnerships formed by governments for a stable supply. It also emphasizes the importance of recycling batteries as the demand for batteries increases.
Building an EV company isn’t easy. For context, assembling battery packs requires companies to adhere to manufacturing standards even higher than 6 Sigma. But that's not all; it also involves sourcing resources like lithium and cobalt, developing charging infrastructure, addressing range anxiety, and much more. In this episode, we delve into the world of electric vehicles with industry pioneer Chetan Maini from Sun Mobility, whose inspiration came from his university days racing an EV across Australia in the 1990s, leading to the inception of Reva. Now at Sun Mobility, Chetan is all in for battery swapping. Tarun Mehta of Ather has a 1000-member R&D team, the largest for two-wheelers in the world. Punit Goyal of BluSmart, who has an illustrious career in the renewable energy space, studied renewable energy in the UK to revolutionize ride-hailing with BluSmart, and Suruchi Rao of Ossus Biorenewables shares her insights on climate change and green hydrogen. Join us as we navigate through these diverse perspectives and innovations shaping the future of electric vehicles. WTF Fund Form - Edition #4 ➡️Apply here: https://tally.so/r/mBp7LN
- (00:00) Introduction
- (00:30) Punit's Introduction into Renewable Energy space
- (6:50) Inspiration behind Blusmart
- (9:50) What is Blusmart?
- (15:30) Economics behind Blusmart
- (21:12) Opportunities in Solar Power Plants
- (24:00) How is Blusmart structured?
- (26:30) Who is Suruchi Rao?
- (29:06) Experts explain what Climate Change is
- (34:10) How Is Power Generated? Renewable Vs Non-renewable
- (41:10) What if all vehicles become EV overnight?
- (47:30) How Suruchi started a green hydrogen company
- (59:30) Who uses cases for Hydrogen today?
- (1:06:30) Opportunities in Hydrogen
- (1:09:50) The man behind Reva
- (1:15:30) Indian EV space in the 2000s
- (1:18:10) How Sun Mobility was born
- (1:21:30) Economics of battery swapping
- (1:33:30) 3 reasons Why battery swapping is the future
- (1:42:55) Blusmart’s view on battery swapping
- (1:48:30) Pricing in Two-wheeler
- (1:50:45) Opportunities in Battery swapping
- (1:55:00) Vision behind Ather energy
- (2:03:10) Ola Vs Ather : Which is better?
- (2:04:10) All about Batteries that EVs use
- (2:14:10) Nuances of Battery Pack Assembly
- (2:20:00) Unique features EVs: Battery life, Regenerative braking and more
- (2:26:30) Battery recycling the future?
- (2:32:40) Ola vs Ather: Continued
- (2:36:00) Is the PLI for EV broken?
- (2:37:47) Break down of an Ather scooter
- (2:40:42) How to Breakthrough in the EV space?
- (2:49:00) Cost saving per vehicle EV vs ICE
- (2:57:00) Is Carbon Tax the solution?
- (3:01:10) Low Hanging fruits in the EV industry
- (3:06:24) WTF Fund: 4th Edition is here!
#NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas Twitter https://x.com/nikhilkamathcio/ Linkedin: https://www.linkedin.com/in/nikhilkamathcio Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook : https://www.facebook.com/nikhilkamathcio #TarunMehta - CEO, Ather Energy Instagram: https://www.instagram.com/tarunsmehta LinkedIn : https://www.linkedin.com/in/tarunsmehta/ X : https://twitter.com/tarunsmehta Facebook : https://www.facebook.com/tarunsmehta Youtube: https://www.youtube.com/@AtherEnergyElectric #ChetanMaini - Co-Founder, SUN Mobility Founder of Reva Electric Car Company Ltd (now Mahindra Electric Mobility Limited) LinkedIn: https://www.linkedin.com/in/mainichetan/ X: https://twitter.com/MainiChetan Youtube: https://www.youtube.com/@SUNMobility #PunitKGoyal - Co-Founder, BluSmart Instagram: https://www.instagram.com/punitkgoyal/ LinkedIn: https://www.linkedin.com/in/punitg/ X: https://twitter.com/BluSmartGoyal Youtube: https://www.youtube.com/@BLUSMARTINDIA #SuruchiRao - Co-Founder, Ossus Biorenewables Instagram: https://www.instagram.com/suruchi.rao/ LinkedIn: https://www.linkedin.com/in/suruchirao/ X:https://twitter.com/succirao Facebook: https://www.facebook.com/suruchirao #EV #Climatechange #automobile #charging #subsidy #scooter
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