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WTF is with Nikhil Kamath
WTF is happening with EV? Nikhil with Founders of Reva, Ather, Blusmart, and Ossus | Ep# 14 Trailer
Dec 8, 2023
Nikhil Kamath interviews the founders of Reva, Ather, Blusmart, and Ossus in a deep dive into the EV ecosystem in India. They discuss the opportunities in the Indian market, battery recycling, building out charging networks, battery swapping as a service, and other micro-sectors. They also explore the cost breakdown of electric scooters and their environmental impact.
01:45
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Quick takeaways
- The adoption rate of electric two-wheelers in India is below 10%, while three-wheelers have a significantly higher adoption rate, indicating untapped opportunities in the market.
- Lithium is considered the 'next oil' in the context of electric scooters, emphasizing its crucial role in the EV industry, and hydrogen is the first alternative fuel option for buses, highlighting its potential in the transportation sector as well.
Deep dives
Cost Breakdown of Electric Scooters
The podcast discusses the cost breakdown of electric scooters and the factors that contribute to it. The speaker emphasizes that electric scooters are a generation, distribution, storage, and application process. They highlight the importance of transitioning to electric vehicles (EVs) due to the significant reduction in emissions, with electric scooters emitting 40% less compared to traditional scooters. The speaker also mentions the role of lithium as the 'next oil' in the context of electric scooters.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode