a16z Podcast

The Electrification of Everything: From Sky to Sea

Episode Summary

Demand for electric cars is booming. More than 10 million electric cars were sold worldwide in 2022, and consumer behavior is changing as more people embrace alternative and sustainable modes of mobility. While the electrification movement is a critical element of climate action, it also presents new challenges - from the sky to the sea. In this episode, industry experts Gregory Davis, CEO of Eviation Planes, Mitch Lee, co-founder and CEO of Arc Boats, and Duncan McIntyre, founder and CEO of Highland Electric Fleets, dive into how the electrification movement is shaping the future of transport and technology.

Episode Notes

Demand for electric cars is booming. More than 10 million electric cars were sold worldwide in 2022, and consumer behavior is changing as more people embrace alternative and sustainable modes of mobility.

While the electrification movement is a critical element of climate action, it also presents new challenges - from the sky to the sea.

In this episode, industry experts Gregory Davis, CEO of Eviation Planes, Mitch Lee, co-founder and CEO of Arc Boats, and Duncan McIntyre, founder and CEO of Highland Electric Fleets, dive into how the electrification movement is shaping the future of transport and technology.

Topics Covered:

• 00:00 - Introduction
• 03:29 - The sustainable aviation industry
• 04:47 - Electric school, municipal and government vehicles
• 07:57 - Electric boats
• 10:49 - What can be transferred from the EV car market?
• 14:06 - Battery challenges and architecture
• 19:06 - Providing grid services 
• 22:55 - Building a multimodal business
• 33:19 - Gaps in the market
• 46:16 - Do you make, buy, or borrow?
• 57:26 - What does the future look like for each industry?

Resources:

Learn more about Arc Boats: https://arcboats.com

Learn more about Highland Electric Fleets: https://highlandfleets.com

Learn more about Eviation: https://www.eviation.com

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