Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus

ℹ️ EPISODE INFO

Released

December 10, 2023

Duration

3h 8m

Channel

Nikhil Kamath

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

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 : Use cases for Hydrogen today 1:06:30 Are there opportunities in Hydrogen? 1:09:50 The man behind Reva - India's first Electric Car 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 : Activa vs. EV 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 : 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

🎤 SPEAKERS

• Nikhil Kamath

  host

• Tarun Mehta

  guest

• Suruchi Rao

  guest

• Chetan Maini

  guest

• Punit Goyal

  guest

🧾 EPISODE SUMMARY

In this episode of Nikhil Kamath, featuring Nikhil Kamath and Nikhil Kamath, Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus explores eVs in India: economics, infrastructure, batteries, swapping, hydrogen, policy realities Nikhil Kamath hosts founders/leaders from BluSmart (EV ride-hailing + charging), Ossus (wastewater-to-hydrogen), Reva/SUN Mobility (India’s early EV pioneer + battery swapping), and Ather (premium electric scooters) to explain the EV landscape for students and new entrepreneurs.

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