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The Electrification of Everything: From Sky to Sea

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 Stay Updated: Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Steph SmithhostGregory DavisguestDuncan McIntyreguestMitch Leeguest

Jun 12, 20231h 4mWatch on YouTube ↗

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EPISODE INFO

Released: June 12, 2023
Duration: 1h 4m
Channel: a16z
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

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
Stay Updated: Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

SPEAKERS

Steph Smith
host
Host/moderator for the a16z podcast episode panel discussion.
Gregory Davis
guest
Aviation electrification executive discussing electric aircraft (“Alice”), certification/operations, and charging/infrastructure strategy.
Duncan McIntyre
guest
Electrified school-bus and fleet/grid-services operator discussing charging interoperability, utility integration, and services-led business models.
Mitch Lee
guest
Marine electrification builder focused on electric boats/powertrains, battery-pack integration, and thermal management under high continuous loads.

EPISODE SUMMARY

In this episode of a16z, featuring Steph Smith and Gregory Davis, The Electrification of Everything: From Sky to Sea explores planes, Boats, and Buses Ride the EV Wave Together Gregory Davis of Eviation, Mitch Lee of Arc Boats, and Duncan McIntyre of Highland Electric Fleets each describe electrifying a different vehicle category and framing it as an upgrade in cost, noise, and reliability rather than only a climate move.

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