A Billionaire at the age of 37 is learning "potential difference" like a child from top industry experts by saying himself an idiot 10 times in the whole video. This is really WTF💥 level of curiosity to learn and understand something. Heads off to you man. Respect for you has now become 10 times more.🙏🙏🙏
Not many billionaires are using their time and network as brilliantly as Nikhil . He is doing a great service for the young people by sharing this enormous knowledge which otherwise would have been only for few rich brats.
Bro... I am in awe.. For the first time i was able to feel Nikhil... Since he isn't a science student as well, he asked questions, with a sense of learning and not throwing his arrogance around. Humble man
He is styling it as a curious high school boy.. 😅 He is a super successful business man who is sharing this info with others for their benefit. At the time directly listening from horse's mouth.. next investment opportunities for his venture capitals.. 😂 Very well dealt ace! .. 👏🏼🙏🏻👏🏼
This guy here - Nikhil Kamat. Youre doing an amazing work helping the young generation learn the world of business and entrepreneurship. Bonus the video has no ads. Thanks a ton!
This comment thread looks like another one of those elaborate scams that are going on. Do not fall for these guys! Please safe guard your money and stay away from magical stuff!
🎯 Key Takeaways for quick navigation: 00:00 🚗 *Introduction to Electric Vehicles* - The discussion begins with an introduction to electric vehicles (EVs) and the purpose of the conversation. 01:21 🌍 *Background and Entrepreneurial Journey* - Punit shares his background, including education and early entrepreneurial ventures. 04:37 💡 *Pivoting to Solar Power Plants* - After the setback in solar panel manufacturing, Punit highlights the shift to solar power plants. 06:27 🔄 *Meeting Anol Jaggi and Future Ventures* - Punit shares how he met Anol Jaggi, the founder of JOL, during the solar power plant venture. - Introduction to Blue Smart and its focus on building an interconnected ecosystem for electric vehicles. 10:51 ⚡ *Cost Comparison: EVs vs. IC Vehicles* - Punit discusses the operating cost advantages of EVs, including lower fuel costs and operating expenses. 14:08 🔋 *Battery Life and Depreciation* 16:54 💼 *Financing and Starting an EV Fleet Business* - Provides insights into financing options, suggesting potential avenues for securing funding for an EV fleet. 20:31 🚗 *Asset Financing for EVs* - Aggregators buying EVs for B2B purposes. 21:13 ☀️ *Setting Up Solar Power Plants* - Discussion on setting up solar power plants. 22:48 📊 *Power Sale Dynamics* - Explanation of power sale dynamics in India. 23:30 ⚡ *Lowest Bidding for Solar Power* - Insights into bidding for solar energy projects. 24:09 🚙 *Overview of Blu Smart* - Overview of Blu Smart's top line and bottom line. 25:20 🌐 *Scaling Challenges and Growth Rate* - Challenges and profitability in scaling charging infrastructure. 26:26 🔬 *Ujjwal Seth's Introduction* - Ujjwal Seth's background as a green hydrogen brewer. 28:59 🌍 *Climate Change Discussion* - Ujjwal Seth's views on climate change. 31:42 🚗 *Impact of Transportation on Climate Change* - Discussion on the significant contribution of transportation to CO2 emissions. 34:48 🔄 *Renewable Energy in India* - Overview of India's transition to renewable energy. 39:14 ⚡ *Efficiency of Electric Vehicles* - Efficiency comparison between internal combustion and electric vehicles. 41:20 🌐 *Future of Electric Vehicles and Grid* - Hypothetical scenario: Overnight shift to all-electric vehicles. 42:02 🌍 *Energy Consumption Perspective* - Discussion on the energy consumption challenge raised in the US Senate hearing regarding Tesla. 47:34 ⚡ *Green Hydrogen and Ossus Introduction* - Introduction to green hydrogen and its creation from renewable sources. 49:51 🎓 *Sui's Academic and Entrepreneurial Journey* - Brief overview of Sui's academic background and her Ph.D. in bioprocess technology. 53:55 🚀 *Scaling OES and Current Use Cases* - Discussion on OES's current scale, production capacity, and customer base. 57:23 💲 *Cost and Viability of Green Hydrogen* - Explanation of the cost structure for producing green hydrogen using OES's technology. 01:02:32 🚚 *Green Hydrogen for Transportation* - Addressing the viability of green hydrogen for transportation, especially in trucks and buses. 01:03:58 ⚙️ *Electric Vehicles and Hydrogen Propulsion* - Discussion on the role of hydrogen in different markets. 01:06:55 🌍 *Opportunities for Entrepreneurs in the Green Industry* - Insights into opportunities for entrepreneurs in the climate change and green industry. 01:10:17 🚗 *Chan's Journey in Electric and Sustainable Mobility* - Overview of Chan's journey into electric vehicles starting from solar car racing. 01:21:26 🔋 *Sun Mobility's Micro-Mobility and Battery Swapping* - Explanation of the micro-mobility concept and cost advantages of battery swapping. 01:24:14 🌐 *Sun Mobility's Touch Points and Adaptability* - Overview of Sun Mobility's extensive touchpoint network for battery swapping. 01:25:50 ⚡ *Battery and Mobility as a Service* - Deloitte India has partnered with over 15 OEMs for battery as a service. 01:28:33 🚗 *Swappable Batteries in Two-wheelers* - Initial enthusiasm for swappable battery technology at Ather, with the first patent filed for a swappable battery pack. 01:34:16 🔋 *Benefits of Swappable Batteries* - Swapping initially introduced in shared mobility to address infrastructure challenges. 01:39:14 🔄 *Continuous Improvement and Monetization* - Continuous improvement in battery technology, with a new battery providing 45% more capacity introduced. 01:45:40 🚗 *Electric Vehicle Operating Costs* - Operating cost recovery for additional EV battery in 14 months. 01:48:15 ⚡ *Scalability of Battery Swapping Stations* - Comparison of fixed charging vs. swapping scalability. 01:49:06 🌐 *Usage Data and Market Trends* - Usage data across Tier 1, Tier 2, and Tier 3 cities. 01:50:48 🔍 *Misjudgment of the Indian Two-Wheeler Market* - Observations on misjudgment of the Indian two-wheeler market. 01:51:41 🔄 *Opportunities in Battery Swapping* - Market opportunities in battery swapping for e-rickshaws. 01:52:51 💼 *Franchising Battery Swapping Stations* - Financial aspects and investment required for becoming a battery swapping station franchisee. 01:54:41 📈 *Return on Investment in Battery Swapping* - Potential returns on investment for battery swapping stations. 01:56:31 🌐 *Ather's Evolution from Vehicle to Energy Company* - Ather's transition from a vehicle company to an energy-focused company. 01:58:54 🔄 *Decentralized Power Generation* - Synergy between fast charging, storage, and decentralized power generation. 02:01:27 📊 *Distribution Challenges and Advantages* - Weakness of distribution as a significant competitive advantage. 02:02:51 📣 *Marketing Challenges for Ather* - Ather's marketing challenges in creating brand awareness. 02:05:45 🔋 *Cell Manufacturing Challenges* - Challenges and limitations of cell manufacturing in India. 02:06:42 🔋 *Basics of Cell Structure and Chemistry* - Overview of a cell's components: anode, cathode, and separator. 02:11:15 🔍 *Role of Cobalt and Factors Affecting Cell Life* - Cobalt's role in determining energy content in batteries. 02:13:31 🚗 *Battery Pack Assembly and OEM Differences* - Distinction between cell manufacturing, battery pack assembly, and OEMs. 02:15:08 ❄️ *Importance of Thermal Management in Battery Packs* - Thermal management as a critical factor in battery pack differentiation. 02:19:05 ⚡ *Fast Charging and Its Impact on Battery Life* - Discussion on recommendations for fast charging frequency. 02:22:41 🔥 *Climate Impact on Battery Life* - Influence of ambient temperature on battery cell life. 02:26:10 ♻️ *Battery Life, Usage Patterns, and Calendar Aging* - Insights into battery life and calendar aging in different usage scenarios. 02:28:03 🔄 *Opportunity in Battery Recycling* - Recycling battery packs can be a lucrative business. 02:29:14 🌐 *Starting an EV Business: Opportunities* - Starting a business in EVs: Focus on recycling and captive requirements. 02:31:20 🛴 *Disruptive Factors in the EV Market* - Market evolution: Disruption shifted from speed and range to differentiators. 02:33:25 🤔 *Motor Controller Differentiation* - Motor controller's role: Controlling power signals for efficient motor function. 02:35:28 💰 *Market Perception and Brand Value* - Ather's focus on product quality leading to positive word of mouth. 02:40:10 📉 *Impact of Subsidy Changes on Margins* - Breakdown of scooter cost by weight categories. 02:43:47 🔄 *Challenges for EV Startups* - Entry barriers for new startups: Funding and uncertainty in policies. 02:46:11 🌐 *Policy Gaps and Inconsistencies* - Government policy gaps: GST variations, inverted duty structure, and anomalies. 02:49:21 ⚡️ *Electric Vehicle Cost Analysis* - Cost comparison per kilometer: Electric vehicle (EV) costs around 18 to 22 Rupees per kilometer. 02:51:12 🔋 *Economic Benefits of Electric Scooters* - Cost savings comparison: Riders using a scooter for 40 km a day can save around 25,000 Rupees annually on energy costs. 02:53:32 🚗 *Subscription Model Challenges for Electric Vehicles* - Attempted subscription model: Blue Smart attempted a battery subscription model but faced pushback due to the emotional attachment of owning the battery. 02:56:47 🌍 *Macro Conditions Favoring Electric Vehicle Adoption* - Confluence of favorable conditions: Discussion on various factors contributing to the current surge in electric vehicle adoption globally. 02:57:57 💰 *Carbon Tax and Government Support for EV Transition* - Carbon tax discussion: Indication that India is likely to implement a carbon tax, with a framework being formulated. 03:02:31 🌐 *Entrepreneurial Opportunities in Energy and Mobility* - Data and AI opportunity: Identifying a potential business niche at the intersection of energy and mobility, focusing on data, AI, and analytics. 03:04:07 🚗 *Innovative Electric Vehicle Form Factors* - Form factor innovation: Encouraging entrepreneurs to explore new form factors in electric vehicles, beyond traditional scooters and cars. 03:05:47 🔄 *Business Opportunities in Vehicle Compatibility* Made with HARPA AI
There is lot to learn, I have been a EV user since 2002, done about 2 lakh kms total adding all the cars I have driven on electric. Its a great experience. Thanks Chetan for the Reva, I still own, will switch to Lithium batteries. Thanks Nikhil
Even I observed that... He might have used his network to get the financial for the whole fleet. that's the reason he don't wish to reveal except info which is very obvious ..
He once goes - "I don't know ya" and puts his hand on his head. He clearly get uninterested super fast. Could not stop laughing. It indeed is better than a lot of comedies.
Hi Nikhil, Really enjoy your podcasts & I'd like to make a topic suggestion for your next videos, based on my observations within the industry. Keep up the great work! Topic Suggestion : 1) Semiconductor manufacturing. Discussion topics for you to consider :- 1A) semiconductor devices, analog devices and digital devices. Analog devices - resistors, batteries, capacitors, inductors, thyristors, thermistors, Analog sensors, electromechanical (motors, actuators) etc Digital devices - water chips, logic chips, microprocessors, memory storage devices, MEMs, deep tech (quantum chips) etc 1B) semiconductor wafer manufacturing. Front end wafer manufacturing (lithography , deposition, etching, reticles, inspection, ebeam, euv) Back end wafer manufacturing ( tradition vs new), (ball grid alley, flip chips, wirebonding, die attaching etc) Advanced wafer Packaging (Disrupter to backend manufacturing, no need for Back end manufacturing , 2.5D , 3D, wafer level packing, eWLP) 1C) semiconductor equipment manufacturing Lithography machines, deposition machines, epitaxy machines, etching machines, back end packing machines, inspection machines (Atomic layer inspection, electron beam) machines. 1D) market players. Equipment players. ASML, Applied materials , KLA-tencor, ASM, ASEM, ASMPT, Lam Research etc Wafer manufacturing players. intel, qualcomm, tsmc, Infineon, Nvidia, AMD, Analog devices, SMIC 1E) semiconductor plants - cleanrooms, multi-floor plants, front end fabs, backend packing factory's. 1F) industry standards & sustainability - ISO standards, wafer chip production and recycling, industry digital tools - SAP , production controll., Manufacturing Routes. Consistent tools and naming conventions across different wafer manufacturing contractors 1G) Industry ecosystem - chip designers, chip manufacturers, backend OSAT contractors , front end fabs, component manufacturers ( yaskawa, kawasaki, sinfonia, NTS, immecor etc.) , raw material suppliers ( precursor gases, vacuum pumps, lead frames) 1H) Supply Chain Sourcing- raw materials, Gallium nitride, Tungsten Carbide, Lithium, partnerships with mining companies. & Refining companies (TATA, Adani mines, Reliance refineries transition from crude oil to material refining), Lead frames, wire bonds (aluminium, gold, silver, copper) 1I) Business - B2B, partnerships, Seller hierarchy, resellers, end users, distributors , buy back programs. 1J) global players - Taiwan, USA, Germany, Austria, Singapore, Malaysia, Japan, Korea 1K) Indian players & startups - Foxconn,, TATA, KAynes, Apple , Vedanya, Ruttansha etc 1L) Indian research institutions and partnerships with entrepreneurs, government support- PLI, research grants, corporate grants, etc
I would love to be an assistant to CHETAN MAINI SIR ... What a GUY !!! So much knowledge and insight into EV WORLD ... Launched REVA when EVs were a dream ... Mr. Mahindra is totally right in calling him GRANDFATHER of ENERGY ... All other Guests were also Good but CHETAN MAINI SIR stands out everytime he speaks ... Hoping EVs are a Game Changing Opportunity for India ...
Nikhil, when I was kid, I used to watch Mahabharat and shakitman to enjoy Sundays, It was long form of content. After very long time I'm watching your podcasts on Sundays with nostalgia. For me It's learning platform without heaviness of learning. I prefer to watch it rather than listening to it, so I can pause the video to read the definition of jargons used by experts. Kudos to you to for creating amazing content and adding value to my life.
I would really love to see a podcast on economy from Nikhil because I think he is guy who knows what questions to ask and has resources and connection to get the big minds on this topic so please....give us a podcast on economy
Your podcasts are very insightful. I listen to them during my commute and it's become a ritual now. I'm looking forward to the next interesting topic. One topic suggestion: "semiconductor/Quantum technology and new tech". This is a topic suggestion because many Indian firms are working on it in Bengaluru.
Well it's basic rule of corporate meeting that you don't put two directly competing people/firms which are equivalent to ticking time bomb ready to blast in just condition one difference of opinion , you would observe in all his podcasts that there are no directly competing parties there 😂
@@sageofsixpaths98I don't think the basics of ev like cell or battery is hard to dumb down...the business side of things could be but basics are literally taught in colleges to students, not hard at all
@@sageofsixpaths98have you seen elon? He can dumb it down to teach a child. Clearly, the panel here is just business and management people, not much on tech/handson side
Moderating such an in-depth conversation among the subject matter experts takes a different level of skill and curiosity. Especially for someone who's outside the domain. This is totally remarkable, Nikhil 👏👏
I don't think lot of people got what Suruchi said but whatever she is doing I think she understands her work/business very well and also she is targeting the right thing. I really wish her success.
She is not doing anything complex. She makes hydrogen and supplied to oil industry. Her entire business is from oil business Ambani refinery, Indianoil, BP, ONGC etc. Hydrogen has no chance against EV. But in the hydrogen supply chain petrol pumps, refinery like Ambani and govt's also get to have a share and make money. In EV, Ambani and govt. refinery oil industry have no money to make. It is as simple as that. The Ather guy debunked her by saying the hydrogen has no efficient mobility usecase and everyone knows that, but the govt is still pushing for hydrogen because the govt's "consultants" are interested in the hydrogen. Why? because with hydrogen cars/ bikes there is money for refineries oil businesses to still make money in future. The consultants are lobbies representing Ambani, IndianOil, BP, HPCL, petrol pumps mafia etc. and they want to push for hydrogen as alternative to EV/ future fuel.
Plus she couldn't even introduce herself in a manner that would be suitable for the audience, and just started throwing her life story, buzz words, anecdotes etc. and rambled on for minutes but still as a layman i could not make heads or tail of what she actually does and was really annoyed by that. (ps:- Did a google dive on her, not worth it so to speak)@@indraneelb.7972
@@indraneelb.7972Her business is the R&D concerning electricity producing microorganisms. Her field is fascinating and large scale deployment of the same will be incredible. At the moment using the same for conversion to hydrogen through an electrolyzer is legitimate market strategy. Solar was panned early on as too expensive and impractical. Today is has the praise of advocates like you.
Nikhil is doing everything to get all the secrets out from top executives to teach everyone which is so difficult and everyone is so humble to share all that with such humility.
Nikhil should be awarded a padmashree for running such invigorating industry focused discussion with the experts in the industry, the selection of guests is impeccable, the focus on the subject, the intent and the absolute gems on the show makes this prodcast unique, infact the best prodcast on business
2:23 thanks Tarun for saving the poor guy from intruding personal questions. You are an empathetic person. We Indians really have to stop our habit of probing people who are introvert or modest or being humble. I used to be like that bluesmart guy, getting more and more awkward with such BS questions...nowadays I just destroy these people by asking ultraprobing extremely personal questions back....such as are you regretting having children or how is your libido after decades of married life etc. etc. The Paradox is, once you achieve the ability to fireback, people realize it and you don't get asked such questions anymore, however much you want that to happen.
1:34:59 Tarun I have an Ather and my use case doesn’t need battery swapping or carrying my battery to my apartment to charge. I know I am more of a premium scooter person. But when batteries become more energy dense with technological advancements you would be stuck with a small market when compared to sun mobility. Imagine the time when we all were able to open cell phone batteries, swap parts, have an ear phone jack life was so easier now companies are greedy and want to stop all that in the name of water proofing. Don’t let Ather become that company, have atleast one product in your lineup which is targeted for the masses with a swappable battery.
@@prasthambhmedia8033You probably won't be needing Such charging times with innovation in the battery segment.We currently use lithium ion/polymer battery which in long term would switch to graphene making vehicles capable of 5-20 x the range of today's and also probably increase life cycles and reduce charging times.So it is still an area of innovation
Show the entire 6 hour conversation without cuts. People who listen to your podcast are here to learn, they will happily endure the long conversations. Cutting some part that could give a spark to someone might be detrimental to your initial idea of helping budding entrepreneurs. Also, if lex freidman can have 6-7 hour long podcasts, nikhil can definitely have them. Great work though! Please keep this up 👍
His show feels like those easy-to-follow "books for dummies" that everyone loved. Each episode is a cool way to learn stuff. Excited for the next one! Thanks for the awesome content!
Thank you all for such an in-depth conversation. -Ambient air quality fund for Delhi and still the air is not so ambient to breathe…. - I personally feel manual swapping in 2 wheelers is a good option.
I am really addicted to your Podcast. It's really appreciatable how such a successful person like you is making time to deliver and teach commoners like us on such beautiful topics and businesses.
As a 20 year old who knows absolutely nothing about EV, it got too technical to be able to grasp and hence lost interest after an hour. The way kiran mazumdar explained biotech with such patience and in so much details got me hooked for entire 3 hrs. Hope to listen to more guests like that . ❤
All the speakers were very protective of their business. No one provided deep insights. No healthy competition was promoted despite efforts from Nikhil
It was really good to see that all these founders are unveiling their business models, secrets, cost structures etc on open platforms, which may increase competition for them. Nikhil is also doing a good job here to not allowing them to evade any question.
Suruchi and Chetan really stood out in this conversation. Their depth of information, the way they explained complex concepts, the way they broke down stats, everything just excellent!
One of the best podcast I have ever watched. I completed it while I was travelling to and from office and eagerly waiting for office hours to complete just for this podcast
Excellent insight from Tarun and Chetan on pros and cons of battery swapping. Although it looks like the more pros for swapping, it is hard to sell it to end consumer. Consumers don't think logically 😂
I want them to bring battery swapping options for EV cars as well. Let Tata Nexon give us a car with 20kwh builtin permanent battery and other 20kwh in at least 4 modules. So in city, I don't need swappable battery. I need them only in highway every 150kms. The way I want it is to add modular small sized batteries which can be handled with some equipment.
Nikhil Kamath's podcast about electric vehicles in India is truly enlightening. The discussion delves into crucial aspects of EVs, offering valuable insights. Kamath's hosting adds an engaging touch, making the complex topic accessible. A must-listen for anyone interested in the future of transportation in India.
It's finally here, the most awaited episode on my list. Thank you Nikhil for educating us with business pioneers of today and their insights are just amazing and real for everyone who is getting into this field.
Imagine a commerce student having a pretty mediocre career consuming this episode and that too at once. Kudos to you guys. And specially Nikhil for ensuring it to keep as simple as possible.
1 hour into the podcast, I have a feeling that this is not the content that Nikhil is known for. I can be wrong as it progresses but this is so chaotic with nobody giving beautiful insights that has been the USP of this series.
I agree. Came here from Spotify to comment that she has so much more to share than the guys let her speak. Don't like the fact that she got cut off as many times.
Cool of you to do that. I think that's the way we can change it by pointing it out and to be aware of it (for both genders) . I am sure the guys aren't trying to consciously curb her but rather an inherent nature thats been in boys club way too often
Boys didn't under state her. She did it to herself and it rubbed off onto others. It is not even about gender here, a young less experienced boy would have had the same experience.
@@realmilind No one is saying the boys made her do it. We are talking about the general scenario . by the way, her company is a year older than blusmart, so she is not a newbie that has to be to cut off this much and then be explained her own tech to her
Suruchi didn't seem to fit the rest of the panel in terms of domain expertise or work done in the space so far. A quick check shows that her company has been funded (series A) by Nikhil's Investing arm. Explains why she got the additional spotlight and multiple Qs to talk about her background, education and story. Well played, Sir!
Nikhil himself told in the video that he is an investor, he never tried to hide the fact. You may feel she isn't the right fit after watching the video, but before I'm sure most of had doubt weather hydrogen vehicles are a viable solution, and they go down to it here and show that EVs are better and she explained so many nice things about clime change and carbon capture which important part of the EV story.
Nikhil, Please allow them to complete their sentence before you ask the other question. We don't want to lose out on anything valuable they are saying. Thanks a ton, I Love your show.
@nikhil.kamath They are giving half the picture. Because the residential electricity is slightly discounted and not geared for so much load of everyone charging the car. the electricity also has losses. For e.g. if one generates the electricity using the coal or any fossile fuel, the thermal to mechanical and then mechanical to electrical efficiency is also low and then over top of it, there are losses in transmission and distribution. In India, some major losses also because of theft or corruption theft. So for getting the power at home itself there is so much wastage. Then now if you charge car which will also not be fully efficient in utilization as the car will again convert electrical to mechanical energy and the quality of road and friction will have these losses. Ultimately, I susepct that the losses are same or more in the EV. The temperature will also not reduce, because the only change would be moving the thermal energy from car to the power plant. Also, the electric car will also convert the energy to mechanical. Yes, it would be less at a delivery point, but it will be magnifying at the generation point. Its like cement plant, where huge CO2 goes out and it destroys the temerature nearby the cities. Lastly, pure EV will destroy the entire work and generations of incoem and jobs and bring recession. Why? Because EV does not have any ICE (Internal combustion engine) and many parts, on which so many vendors, dealers, retailers, workers, service centers, etc etc entire sub system works, will suddenly become jobless and who will earn? Only the owners of the EVs plants. So entire money will again go to only top super rich and making country poorer and poorer... Of course eventually when the gap between super rich rich and middle class and poor increases and everyone goes down to poverty, ultimately these super rich also become poor, because either their wealth will not have buyers or there will be revolutions like communism, which will take away everything.
First time i actually listened an entire podcast this long. Needs to be encouraged. I'm even throwing a like and a comment so that the algorithm knows that this kind of content is appreciated. Great work.
Hey Nikhil, great podcasts from you and your team. Just a suggestion - can you bring together folks who were doing 9 to 6 rat race and left jobs and started their ventures. Can definitely give a good sense of how they managed coming out of that and making big with all the mindset change...
Nikhil bhai's podcast is actually very descriptive and amazing this is exactly what I wanted a group of experts talking with each other sharing opinions on the current trends , thanks for the help and support you are giving to us...🙏🙌
2:07:00 They’ve given a great overview of the internal workings of a cell, and I found an even simpler explanation as a kid. Potential voltage (which is quite similar to potential energy) typically refers to a resting energy level which an object has at a certain point of time. This ‘potential’ energy can be converted to other forms of energy given the correct circumstances. A ball dropped from a height is a great example. The ball has some potential energy as we know for a fact that it will fall due to gravity. When the ball is released, it gains velocity, which means it is gaining kinetic energy. Now energy cannot be created out of nothing, so essentially it is the potential energy of the ball getting converted to kinetic energy. Now let’s talk about an electrical cell. A cell is a device which converts stored chemical energy to electrical energy. In a cell, several negatively charged particles called electrons are brought together in a small space known as the anode. We know that particles of the same charge repel each other. So, the electrons at the anode have a lot of potential energy as we know for a fact they’ll move away from the anode under the right circumstances. On the other hand, the cathode of the cell is full of positive charges, which is a great place for the electrons at the anode to be. So you can see, this is a state where there is a lot of potential energy. As soon as the anode and cathode are connected by extrenal wiring, movement of these charges become possible and electrons move from the Anode to the Cathode. Thus, the stored electric voltage difference in the cell is being converted to electrical energy (motion of electrons). Even though negative charges are flowing from Anode to Cathode here, we have a convention in electricity that only positive charges flow. So by physical definitions, current flows from Cathode to Anode. Tldr: A cell has a cathode with high potential energy so that charges flow out of it into the anode (low potential energy). This flow of charges is electrical energy. P.S. This explanation has to do with how a cell provides energy to the outside world and not the chemical reactions happening inside the cell. Although the internal working of the cell is completely in harmony with the above explanation, it is a bit more complicated, but certainly no less interesting! Hope this helps.
loved the podcast. it was pretty informative. I feel that you could maybe upload the entire 6 hour pod, without cutting a large chunk of it. Perhaps in parts. I feel it would be still pretty relevant and would be viewed by a large audience while giving a even greater in depth understand. Regardless really appreciate you doing this for us.
These Podcasts are too good, even if you don’t watch and just listen. They are proving to be a good partner during to and fro between Home and Office in Mumbai Traffic
Hope Next Guest Panel would be like : Kunal Shah, Vijay Shekhar Sharma, Bhabish Agarwal,Dipinder Goyel , Sachin Bansal sir. Topic: How Indian start-up can contribute to M.S.M.E sectors to counter against China?
It is a long video but worth the time watching it. I can relate a lot to the conversation in the video. We manufacture BLDC 250W hub motors in Bangalore and we do repair services for 1000W+ electric 2 wheeler motors, controllers and Chargers. To be a true manufacturer and out compete the imports is not for the weak hearted. Only way to achieve lower costs and be competitive on quality and performance, one needs to scale. Due to obvious business reasons we depend way too much on imports, while it works for the short term it will keep us in the shackles and retards our economic growth. Manufacturing has to be part of the solution.
Nikhil bhai, dhanyawaad. Waise toh EV main koi business karne ki capacity ayi nahin hai. But podcast ke baad capability taiyaar kar sakte hain. Apne 6 Hr diya woh bhi free main knowledge RUclips main dala. 🤟🏽🤟🏽🤟🏽
Founder of Reva makes sense with swappable batteries in cities. Cost of ownership is less. Risk of battery life loss or replacement is lower. Battery thermal management could be an issue unless they solve that issue.
Great stuff Nikhil! I am inspired by Tarun’s confidence in their scooter and decided to buy an Ather but availability is an issue like 3 months waiting 😅😢
it's all about asking the right questions..all the questions Nikhil asked were so essentially fundamental which is a fusion of both from the investor and enthusiasts point of view..absolutely stunning
@Nikhil has clearly not studied 10th std. Other guests have to teach him the basics of battery, current, etc. But kudos for showing how to learn on a daily basis. We all tend to overestimate our knowledge and refrain from learning any complex problem. The way he asks questions is simply mind-blowing
If the infrastructure is in place, I would go for a swappable battery vehicle. It solves the problem of long charging time (even with fast chargers, it would take 20-25 minutes) and the depreciating battery life won't be a concern. And with ever advancing technology I might get a longer range on the same vehicle. Chetan here is seeing the bigger picture, getting the infrastructure in place is a prerequisite for it.
I was completely hooked for 3 hours 💯. This is the difference between Nikhil Kamath and Ashneer Grover 😂😂 Such a great video full of knowledge, waiting for more 💥🙌🏻
Loved the curiosity of Nikhil. Just like a curious student. This video is the best thing one can watch. Can be released in multiplexes as a documentary movie. Hats off.
Nikhil kamath, He is doing impeccably well asking questions in terms of laymen questions. A podcast should be like this. Not just listening.. ask questions what others are have doubt in mind
Nikhil Bhai I am an commerce student currently persuing CA the above podcast changed my view about science i can actually say that as i love science practically but does not like therotically i.e i had choosen commerce but i am always curious about science how things go on and on and how technology is changing everything. EV 's upcoming One of the largest Industry Makes me very excitedf to start my own venture which plays around EV Infra . You ask very important question about industry from Infra-to-energy-to-green hydrogen-to-ev mobility-to-battery swap-to-cells this make me more curious about the industry . The podcast is one of the best podcast which i can gain a knowledge. I am excited for upcoming podcast and bro you must have the curiocity of asking stupid question which makes sense as its very difficult to get the answer to those question and you become our intermidiator to get answer of question. Thanks for great effort . Wanted to meet you in near future.
Nikhil is using his money and network so wisely.
Thank you brother for providing us with such a goldmine of information .
Watching a 3 hour podcast instead of a movie is much more enjoyable
But only with nikhil kamath
Yeah man just wasted my 3 hrs on animal😢
Yessss
True.
@@madhav3976so true I also wasted my time watching animal today felt the pain man🫂
A Billionaire at the age of 37 is learning "potential difference" like a child from top industry experts by saying himself an idiot 10 times in the whole video. This is really WTF💥 level of curiosity to learn and understand something. Heads off to you man.
Respect for you has now become 10 times more.🙏🙏🙏
Hats off**
Aether vala bluff hi kr rha he, matlab kuch bhi
@@parthsavani2722 can u give some points why u think so ?
I found him & the lady to be more smart than others in that room
@@manthansharma2578what's wrong with the head's off
Not many billionaires are using their time and network as brilliantly as Nikhil . He is doing a great service for the young people by sharing this enormous knowledge which otherwise would have been only for few rich brats.
No one does charity work, especially not the rich he is using this to promote himself and his investments
@@karthikburli3052thik hai na bhai tere se paisa thodi lera
@@karthikburli3052 tum jaiso ke liye agla kitna bhi koi krde burai krna hi hai
@@sajid121mdLala lllLala love lyour lll
Bro...
I am in awe..
For the first time i was able to feel Nikhil... Since he isn't a science student as well, he asked questions, with a sense of learning and not throwing his arrogance around.
Humble man
Nikhil is living life of a curious high school boy who can invite experts on any topic and learn fundamentals from them
How cool is that..
It is worth here these Qs & Ans, ppl are getting education along with him to get into these areas.
He is styling it as a curious high school boy.. 😅
He is a super successful business man who is sharing this info with others for their benefit. At the time directly listening from horse's mouth.. next investment opportunities for his venture capitals.. 😂
Very well dealt ace! .. 👏🏼🙏🏻👏🏼
After learning he will open a new venture giving competition to all 😂😂
And we get to learn from them as well . Living in great times . Love every bit of it just hope he keeps off the Bollywood trip he was on for a while
This guy here - Nikhil Kamat. Youre doing an amazing work helping the young generation learn the world of business and entrepreneurship. Bonus the video has no ads. Thanks a ton!
"Guy" is a little disrespectful. You could use "Man" instead.
There will be a time when the run time of these podcast will be 48 hrs and we will still enjoy them 😂
💯
This comment thread looks like another one of those elaborate scams that are going on. Do not fall for these guys! Please safe guard your money and stay away from magical stuff!
SO MANY BOTS
FUCK YOU SIR NICHOLAS❤
Highly unlikely but ya... If there is something of this sort good 👍
I am reporting those spam messages
Punit is being so uncomfortable in sharing small details and Nikhil keeps pushing him!! Love it. 😂😂
Even if they lay down their trades deals here, people are too lazy to take action even to copy.
That shoes great podcasting skills 😮
😂😂😂😂
Nikhil sir is running a whole business school here😂
Totally agree
3 hours of Masterclass😅
True ❤
Agreed
business school..
🎯 Key Takeaways for quick navigation:
00:00 🚗 *Introduction to Electric Vehicles*
- The discussion begins with an introduction to electric vehicles (EVs) and the purpose of the conversation.
01:21 🌍 *Background and Entrepreneurial Journey*
- Punit shares his background, including education and early entrepreneurial ventures.
04:37 💡 *Pivoting to Solar Power Plants*
- After the setback in solar panel manufacturing, Punit highlights the shift to solar power plants.
06:27 🔄 *Meeting Anol Jaggi and Future Ventures*
- Punit shares how he met Anol Jaggi, the founder of JOL, during the solar power plant venture.
- Introduction to Blue Smart and its focus on building an interconnected ecosystem for electric vehicles.
10:51 ⚡ *Cost Comparison: EVs vs. IC Vehicles*
- Punit discusses the operating cost advantages of EVs, including lower fuel costs and operating expenses.
14:08 🔋 *Battery Life and Depreciation*
16:54 💼 *Financing and Starting an EV Fleet Business*
- Provides insights into financing options, suggesting potential avenues for securing funding for an EV fleet.
20:31 🚗 *Asset Financing for EVs*
- Aggregators buying EVs for B2B purposes.
21:13 ☀️ *Setting Up Solar Power Plants*
- Discussion on setting up solar power plants.
22:48 📊 *Power Sale Dynamics*
- Explanation of power sale dynamics in India.
23:30 ⚡ *Lowest Bidding for Solar Power*
- Insights into bidding for solar energy projects.
24:09 🚙 *Overview of Blu Smart*
- Overview of Blu Smart's top line and bottom line.
25:20 🌐 *Scaling Challenges and Growth Rate*
- Challenges and profitability in scaling charging infrastructure.
26:26 🔬 *Ujjwal Seth's Introduction*
- Ujjwal Seth's background as a green hydrogen brewer.
28:59 🌍 *Climate Change Discussion*
- Ujjwal Seth's views on climate change.
31:42 🚗 *Impact of Transportation on Climate Change*
- Discussion on the significant contribution of transportation to CO2 emissions.
34:48 🔄 *Renewable Energy in India*
- Overview of India's transition to renewable energy.
39:14 ⚡ *Efficiency of Electric Vehicles*
- Efficiency comparison between internal combustion and electric vehicles.
41:20 🌐 *Future of Electric Vehicles and Grid*
- Hypothetical scenario: Overnight shift to all-electric vehicles.
42:02 🌍 *Energy Consumption Perspective*
- Discussion on the energy consumption challenge raised in the US Senate hearing regarding Tesla.
47:34 ⚡ *Green Hydrogen and Ossus Introduction*
- Introduction to green hydrogen and its creation from renewable sources.
49:51 🎓 *Sui's Academic and Entrepreneurial Journey*
- Brief overview of Sui's academic background and her Ph.D. in bioprocess technology.
53:55 🚀 *Scaling OES and Current Use Cases*
- Discussion on OES's current scale, production capacity, and customer base.
57:23 💲 *Cost and Viability of Green Hydrogen*
- Explanation of the cost structure for producing green hydrogen using OES's technology.
01:02:32 🚚 *Green Hydrogen for Transportation*
- Addressing the viability of green hydrogen for transportation, especially in trucks and buses.
01:03:58 ⚙️ *Electric Vehicles and Hydrogen Propulsion*
- Discussion on the role of hydrogen in different markets.
01:06:55 🌍 *Opportunities for Entrepreneurs in the Green Industry*
- Insights into opportunities for entrepreneurs in the climate change and green industry.
01:10:17 🚗 *Chan's Journey in Electric and Sustainable Mobility*
- Overview of Chan's journey into electric vehicles starting from solar car racing.
01:21:26 🔋 *Sun Mobility's Micro-Mobility and Battery Swapping*
- Explanation of the micro-mobility concept and cost advantages of battery swapping.
01:24:14 🌐 *Sun Mobility's Touch Points and Adaptability*
- Overview of Sun Mobility's extensive touchpoint network for battery swapping.
01:25:50 ⚡ *Battery and Mobility as a Service*
- Deloitte India has partnered with over 15 OEMs for battery as a service.
01:28:33 🚗 *Swappable Batteries in Two-wheelers*
- Initial enthusiasm for swappable battery technology at Ather, with the first patent filed for a swappable battery pack.
01:34:16 🔋 *Benefits of Swappable Batteries*
- Swapping initially introduced in shared mobility to address infrastructure challenges.
01:39:14 🔄 *Continuous Improvement and Monetization*
- Continuous improvement in battery technology, with a new battery providing 45% more capacity introduced.
01:45:40 🚗 *Electric Vehicle Operating Costs*
- Operating cost recovery for additional EV battery in 14 months.
01:48:15 ⚡ *Scalability of Battery Swapping Stations*
- Comparison of fixed charging vs. swapping scalability.
01:49:06 🌐 *Usage Data and Market Trends*
- Usage data across Tier 1, Tier 2, and Tier 3 cities.
01:50:48 🔍 *Misjudgment of the Indian Two-Wheeler Market*
- Observations on misjudgment of the Indian two-wheeler market.
01:51:41 🔄 *Opportunities in Battery Swapping*
- Market opportunities in battery swapping for e-rickshaws.
01:52:51 💼 *Franchising Battery Swapping Stations*
- Financial aspects and investment required for becoming a battery swapping station franchisee.
01:54:41 📈 *Return on Investment in Battery Swapping*
- Potential returns on investment for battery swapping stations.
01:56:31 🌐 *Ather's Evolution from Vehicle to Energy Company*
- Ather's transition from a vehicle company to an energy-focused company.
01:58:54 🔄 *Decentralized Power Generation*
- Synergy between fast charging, storage, and decentralized power generation.
02:01:27 📊 *Distribution Challenges and Advantages*
- Weakness of distribution as a significant competitive advantage.
02:02:51 📣 *Marketing Challenges for Ather*
- Ather's marketing challenges in creating brand awareness.
02:05:45 🔋 *Cell Manufacturing Challenges*
- Challenges and limitations of cell manufacturing in India.
02:06:42 🔋 *Basics of Cell Structure and Chemistry*
- Overview of a cell's components: anode, cathode, and separator.
02:11:15 🔍 *Role of Cobalt and Factors Affecting Cell Life*
- Cobalt's role in determining energy content in batteries.
02:13:31 🚗 *Battery Pack Assembly and OEM Differences*
- Distinction between cell manufacturing, battery pack assembly, and OEMs.
02:15:08 ❄️ *Importance of Thermal Management in Battery Packs*
- Thermal management as a critical factor in battery pack differentiation.
02:19:05 ⚡ *Fast Charging and Its Impact on Battery Life*
- Discussion on recommendations for fast charging frequency.
02:22:41 🔥 *Climate Impact on Battery Life*
- Influence of ambient temperature on battery cell life.
02:26:10 ♻️ *Battery Life, Usage Patterns, and Calendar Aging*
- Insights into battery life and calendar aging in different usage scenarios.
02:28:03 🔄 *Opportunity in Battery Recycling*
- Recycling battery packs can be a lucrative business.
02:29:14 🌐 *Starting an EV Business: Opportunities*
- Starting a business in EVs: Focus on recycling and captive requirements.
02:31:20 🛴 *Disruptive Factors in the EV Market*
- Market evolution: Disruption shifted from speed and range to differentiators.
02:33:25 🤔 *Motor Controller Differentiation*
- Motor controller's role: Controlling power signals for efficient motor function.
02:35:28 💰 *Market Perception and Brand Value*
- Ather's focus on product quality leading to positive word of mouth.
02:40:10 📉 *Impact of Subsidy Changes on Margins*
- Breakdown of scooter cost by weight categories.
02:43:47 🔄 *Challenges for EV Startups*
- Entry barriers for new startups: Funding and uncertainty in policies.
02:46:11 🌐 *Policy Gaps and Inconsistencies*
- Government policy gaps: GST variations, inverted duty structure, and anomalies.
02:49:21 ⚡️ *Electric Vehicle Cost Analysis*
- Cost comparison per kilometer: Electric vehicle (EV) costs around 18 to 22 Rupees per kilometer.
02:51:12 🔋 *Economic Benefits of Electric Scooters*
- Cost savings comparison: Riders using a scooter for 40 km a day can save around 25,000 Rupees annually on energy costs.
02:53:32 🚗 *Subscription Model Challenges for Electric Vehicles*
- Attempted subscription model: Blue Smart attempted a battery subscription model but faced pushback due to the emotional attachment of owning the battery.
02:56:47 🌍 *Macro Conditions Favoring Electric Vehicle Adoption*
- Confluence of favorable conditions: Discussion on various factors contributing to the current surge in electric vehicle adoption globally.
02:57:57 💰 *Carbon Tax and Government Support for EV Transition*
- Carbon tax discussion: Indication that India is likely to implement a carbon tax, with a framework being formulated.
03:02:31 🌐 *Entrepreneurial Opportunities in Energy and Mobility*
- Data and AI opportunity: Identifying a potential business niche at the intersection of energy and mobility, focusing on data, AI, and analytics.
03:04:07 🚗 *Innovative Electric Vehicle Form Factors*
- Form factor innovation: Encouraging entrepreneurs to explore new form factors in electric vehicles, beyond traditional scooters and cars.
03:05:47 🔄 *Business Opportunities in Vehicle Compatibility*
Made with HARPA AI
Reached first 25 minutes and this is crazy level of knowledge…can never thank Nikhil enough❤
pura dekh le na bhaai.. comment karne ki jaldi kyu hai
🙌🏻
True.
@@iamHGP was curious about solar epc business…hence for that topic
Can someone please take out the clip about flaw in PLI scheme explained by Tarun and tweet it to Nitin Gadkari and others?
There is lot to learn, I have been a EV user since 2002, done about 2 lakh kms total adding all the cars I have driven on electric. Its a great experience. Thanks Chetan for the Reva, I still own, will switch to Lithium batteries. Thanks Nikhil
To be honest this BLUE-SMART guy clearly doesn’t want to tell you anything straight but Nikhil tried his best to make things simpler for us
"It depends..." and then repeatedly it went vague. Seemed like he's not getting it but now I think he can't actually be that slow
Their business model is such that all aspects are important. I felt he had to be given a patient hearing...
Even I observed that... He might have used his network to get the financial for the whole fleet. that's the reason he don't wish to reveal except info which is very obvious ..
Yea, but why does he need to share his business model..
He once goes - "I don't know ya" and puts his hand on his head. He clearly get uninterested super fast. Could not stop laughing. It indeed is better than a lot of comedies.
Tarun’s calculation for regular vs green meter within few seconds is hats off man.
Hi Nikhil,
Really enjoy your podcasts & I'd like to make a topic suggestion for your next videos, based on my observations within the industry. Keep up the great work!
Topic Suggestion :
1) Semiconductor manufacturing.
Discussion topics for you to consider :-
1A) semiconductor devices, analog devices and digital devices.
Analog devices - resistors, batteries, capacitors, inductors, thyristors, thermistors, Analog sensors, electromechanical (motors, actuators) etc
Digital devices - water chips, logic chips, microprocessors, memory storage devices, MEMs, deep tech (quantum chips) etc
1B) semiconductor wafer manufacturing.
Front end wafer manufacturing (lithography , deposition, etching, reticles, inspection, ebeam, euv)
Back end wafer manufacturing ( tradition vs new), (ball grid alley, flip chips, wirebonding, die attaching etc)
Advanced wafer Packaging (Disrupter to backend manufacturing, no need for Back end manufacturing , 2.5D , 3D, wafer level packing, eWLP)
1C) semiconductor equipment manufacturing
Lithography machines, deposition machines, epitaxy machines, etching machines, back end packing machines, inspection machines (Atomic layer inspection, electron beam) machines.
1D) market players.
Equipment players.
ASML, Applied materials , KLA-tencor, ASM, ASEM, ASMPT, Lam Research etc
Wafer manufacturing players.
intel, qualcomm, tsmc, Infineon, Nvidia, AMD, Analog devices, SMIC
1E) semiconductor plants - cleanrooms, multi-floor plants, front end fabs, backend packing factory's.
1F) industry standards & sustainability - ISO standards, wafer chip production and recycling, industry digital tools - SAP , production controll., Manufacturing Routes. Consistent tools and naming conventions across different wafer manufacturing contractors
1G) Industry ecosystem - chip designers, chip manufacturers, backend OSAT contractors , front end fabs, component manufacturers ( yaskawa, kawasaki, sinfonia, NTS, immecor etc.) , raw material suppliers ( precursor gases, vacuum pumps, lead frames)
1H) Supply Chain Sourcing- raw materials, Gallium nitride, Tungsten Carbide, Lithium, partnerships with mining companies. & Refining companies (TATA, Adani mines, Reliance refineries transition from crude oil to material refining), Lead frames, wire bonds (aluminium, gold, silver, copper)
1I) Business - B2B, partnerships, Seller hierarchy, resellers, end users, distributors , buy back programs.
1J) global players - Taiwan, USA, Germany, Austria, Singapore, Malaysia, Japan, Korea
1K) Indian players & startups - Foxconn,, TATA, KAynes, Apple , Vedanya, Ruttansha etc
1L) Indian research institutions and partnerships with entrepreneurs, government support- PLI, research grants, corporate grants, etc
Just the exact comment I was looking for - As a power electronics engineer
Good comment
Ohhh bhai😂🔥
Spoke my mind and more. Thanks a lot for suggesting these. I hope Nikhil sir picks it up
+1
I would love to be an assistant to CHETAN MAINI SIR ... What a GUY !!! So much knowledge and insight into EV WORLD ... Launched REVA when EVs were a dream ... Mr. Mahindra is totally right in calling him GRANDFATHER of ENERGY ... All other Guests were also Good but CHETAN MAINI SIR stands out everytime he speaks ... Hoping EVs are a Game Changing Opportunity for India ...
Nikhil, when I was kid, I used to watch Mahabharat and shakitman to enjoy Sundays, It was long form of content. After very long time I'm watching your podcasts on Sundays with nostalgia. For me It's learning platform without heaviness of learning. I prefer to watch it rather than listening to it, so I can pause the video to read the definition of jargons used by experts. Kudos to you to for creating amazing content and adding value to my life.
I would really love to see a podcast on economy from Nikhil because I think he is guy who knows what questions to ask and has resources and connection to get the big minds on this topic so please....give us a podcast on economy
Your podcasts are very insightful. I listen to them during my commute and it's become a ritual now. I'm looking forward to the next interesting topic.
One topic suggestion: "semiconductor/Quantum technology and new tech". This is a topic suggestion because many Indian firms are working on it in Bengaluru.
Must episode
Make this the top comment so Nikhil could read it.
Will do @@anmoltakkar
In layman’s. The most confusing & haywire yet so interesting podcast EVER! I wish they had Ola CEO Bhavesh Agarwal here on this platform as well.
Well it's basic rule of corporate meeting that you don't put two directly competing people/firms which are equivalent to ticking time bomb ready to blast in just condition one difference of opinion , you would observe in all his podcasts that there are no directly competing parties there 😂
@@chetanparmar4231oh is it true ??
I think ola wala is too rude for this...
I just think,
Because vibe here is like pure discussion
I love how everyone were struggling to explain cell and battery,😂 loving the conversation and fundamental questions on EV. You go Nikhil.
It's hard to dumb it down for a layman.
@@sageofsixpaths98I don't think the basics of ev like cell or battery is hard to dumb down...the business side of things could be but basics are literally taught in colleges to students, not hard at all
@@sageofsixpaths98have you seen elon? He can dumb it down to teach a child. Clearly, the panel here is just business and management people, not much on tech/handson side
Nikhil Kamath asking 10th Physics doubts and Chetan Sir explaining it calmly. Treat to watch
Hope someone from policy making team is watching this to solve the problems for these guys building for our country!
Policy makers have much better Data than this guys. This guys are from marketing not entrepreneurs 😂
Moderating such an in-depth conversation among the subject matter experts takes a different level of skill and curiosity. Especially for someone who's outside the domain. This is totally remarkable, Nikhil 👏👏
I don't think lot of people got what Suruchi said but whatever she is doing I think she understands her work/business very well and also she is targeting the right thing.
I really wish her success.
She is not doing anything complex. She makes hydrogen and supplied to oil industry. Her entire business is from oil business Ambani refinery, Indianoil, BP, ONGC etc. Hydrogen has no chance against EV. But in the hydrogen supply chain petrol pumps, refinery like Ambani and govt's also get to have a share and make money. In EV, Ambani and govt. refinery oil industry have no money to make. It is as simple as that. The Ather guy debunked her by saying the hydrogen has no efficient mobility usecase and everyone knows that, but the govt is still pushing for hydrogen because the govt's "consultants" are interested in the hydrogen. Why? because with hydrogen cars/ bikes there is money for refineries oil businesses to still make money in future. The consultants are lobbies representing Ambani, IndianOil, BP, HPCL, petrol pumps mafia etc. and they want to push for hydrogen as alternative to EV/ future fuel.
Plus she couldn't even introduce herself in a manner that would be suitable for the audience, and just started throwing her life story, buzz words, anecdotes etc. and rambled on for minutes but still as a layman i could not make heads or tail of what she actually does and was really annoyed by that. (ps:- Did a google dive on her, not worth it so to speak)@@indraneelb.7972
@indraneelb.7972 Bang one, if I have rooftop solar and have electric 2 and 4 wheelers I don't need to visit any Petrol or Hydrogen station.
😂😂
@@indraneelb.7972Her business is the R&D concerning electricity producing microorganisms. Her field is fascinating and large scale deployment of the same will be incredible.
At the moment using the same for conversion to hydrogen through an electrolyzer is legitimate market strategy. Solar was panned early on as too expensive and impractical. Today is has the praise of advocates like you.
Nikhil is doing everything to get all the secrets out from top executives to teach everyone which is so difficult and everyone is so humble to share all that with such humility.
Nikhil should be awarded a padmashree for running such invigorating industry focused discussion with the experts in the industry, the selection of guests is impeccable, the focus on the subject, the intent and the absolute gems on the show makes this prodcast unique, infact the best prodcast on business
Have you gone mad in awe of someone else's money
Cute of you to think he does all this.😂
2:23 thanks Tarun for saving the poor guy from intruding personal questions. You are an empathetic person. We Indians really have to stop our habit of probing people who are introvert or modest or being humble. I used to be like that bluesmart guy, getting more and more awkward with such BS questions...nowadays I just destroy these people by asking ultraprobing extremely personal questions back....such as are you regretting having children or how is your libido after decades of married life etc. etc. The Paradox is, once you achieve the ability to fireback, people realize it and you don't get asked such questions anymore, however much you want that to happen.
puneet is such a great speaker...he loves his company so much and explains everything so nicely
1:34:59 Tarun I have an Ather and my use case doesn’t need battery swapping or carrying my battery to my apartment to charge. I know I am more of a premium scooter person. But when batteries become more energy dense with technological advancements you would be stuck with a small market when compared to sun mobility. Imagine the time when we all were able to open cell phone batteries, swap parts, have an ear phone jack life was so easier now companies are greedy and want to stop all that in the name of water proofing. Don’t let Ather become that company, have atleast one product in your lineup which is targeted for the masses with a swappable battery.
Just loved the way Suruchi gave her introduction. So crisp and easy to understand such a complicated thing!
kudos to nikhil for bringing the context back to the discussion a million times, when the guests goes here and there while discussing
Bulk appreciation for Nikhil listening to these amazing minds and asking the necessary questions for the audience!
Truly impressed by Nikhil sir's spot on thinking and questionnaire with every topic change and circling back to his larger agenda.
EV's are definitely the future. We need more innovation and support from the people.That's it.
i will say hydrogen is the future because in logicitics we cant sit for 5hrs.
both go hand in hand for a green future
@@prasthambhmedia8033You probably won't be needing Such charging times with innovation in the battery segment.We currently use lithium ion/polymer battery which in long term would switch to graphene making vehicles capable of 5-20 x the range of today's and also probably increase life cycles and reduce charging times.So it is still an area of innovation
@@prasthambhmedia8033ya man my bet is also on hydrogen, bio fuel.
@@prasthambhmedia8033 Tesla's charge from 15% to 85% in 20-30 mins. 5 hours charge times are long gone.
With everything else I must appreciate SUPERB CAMERA SETUP!!!!!! 😊
One of the most knowledgeable podcast across RUclips & the best part is Nikhil sir asks every small detail like a layman
Deeply appreciate Nikhil down to earth approach and deep knowledge of the panelists.
In particular Mr. Chetan should inspire many by his persistence
Chetan seriously OG of the industry...🙏🏽🙇🏽..
Show the entire 6 hour conversation without cuts. People who listen to your podcast are here to learn, they will happily endure the long conversations. Cutting some part that could give a spark to someone might be detrimental to your initial idea of helping budding entrepreneurs. Also, if lex freidman can have 6-7 hour long podcasts, nikhil can definitely have them. Great work though! Please keep this up 👍
His show feels like those easy-to-follow "books for dummies" that everyone loved. Each episode is a cool way to learn stuff. Excited for the next one! Thanks for the awesome content!
Thank you all for such an in-depth conversation.
-Ambient air quality fund for Delhi and still the air is not so ambient to breathe….
- I personally feel manual swapping in 2 wheelers is a good option.
I am really addicted to your Podcast. It's really appreciatable how such a successful person like you is making time to deliver and teach commoners like us on such beautiful topics and businesses.
As a 20 year old who knows absolutely nothing about EV, it got too technical to be able to grasp and hence lost interest after an hour. The way kiran mazumdar explained biotech with such patience and in so much details got me hooked for entire 3 hrs. Hope to listen to more guests like that . ❤
In an era of watching 15 sec reels
Can’t express how much I love these 3 hrs long podcasts ❤❤
Thank u Nikhil kamath for starting this channel.....It helps many business students like me to learn directly from the experts..
All the speakers were very protective of their business. No one provided deep insights. No healthy competition was promoted despite efforts from Nikhil
It was really good to see that all these founders are unveiling their business models, secrets, cost structures etc on open platforms, which may increase competition for them. Nikhil is also doing a good job here to not allowing them to evade any question.
Suruchi and Chetan really stood out in this conversation. Their depth of information, the way they explained complex concepts, the way they broke down stats, everything just excellent!
One of the best podcast I have ever watched. I completed it while I was travelling to and from office and eagerly waiting for office hours to complete just for this podcast
Excellent insight from Tarun and Chetan on pros and cons of battery swapping. Although it looks like the more pros for swapping, it is hard to sell it to end consumer. Consumers don't think logically 😂
I want them to bring battery swapping options for EV cars as well. Let Tata Nexon give us a car with 20kwh builtin permanent battery and other 20kwh in at least 4 modules. So in city, I don't need swappable battery. I need them only in highway every 150kms.
The way I want it is to add modular small sized batteries which can be handled with some equipment.
Nikhil Kamath's podcast about electric vehicles in India is truly enlightening. The discussion delves into crucial aspects of EVs, offering valuable insights. Kamath's hosting adds an engaging touch, making the complex topic accessible. A must-listen for anyone interested in the future of transportation in India.
It's finally here, the most awaited episode on my list. Thank you Nikhil for educating us with business pioneers of today and their insights are just amazing and real for everyone who is getting into this field.
Imagine a commerce student having a pretty mediocre career consuming this episode and that too at once. Kudos to you guys. And specially Nikhil for ensuring it to keep as simple as possible.
1 hour into the podcast, I have a feeling that this is not the content that Nikhil is known for. I can be wrong as it progresses but this is so chaotic with nobody giving beautiful insights that has been the USP of this series.
Nikhil understands how we would understand and he asks the right questions
I truly wish we reach a place where amazing women like Suruchi Rao stop under-stating themselves in a group. She’s doing great stuff
I agree. Came here from Spotify to comment that she has so much more to share than the guys let her speak. Don't like the fact that she got cut off as many times.
Cool of you to do that. I think that's the way we can change it by pointing it out and to be aware of it (for both genders) . I am sure the guys aren't trying to consciously curb her but rather an inherent nature thats been in boys club way too often
Boys didn't under state her. She did it to herself and it rubbed off onto others. It is not even about gender here, a young less experienced boy would have had the same experience.
The blatant sexism among the men, in not including Suruchi in their ‘inspired by’ and mansplaining after her is appalling.
@@realmilind No one is saying the boys made her do it. We are talking about the general scenario . by the way, her company is a year older than blusmart, so she is not a newbie that has to be to cut off this much and then be explained her own tech to her
58:56 Suruchi has been the only guest that I have seen in many of these videos who has thanked the staff 👏🏽
Suruchi didn't seem to fit the rest of the panel in terms of domain expertise or work done in the space so far.
A quick check shows that her company has been funded (series A) by Nikhil's Investing arm. Explains why she got the additional spotlight and multiple Qs to talk about her background, education and story. Well played, Sir!
I felt the samething.
I also noticed the same. She was a misfit in this group, but this is what we call networking 😊.
Nikhil himself told in the video that he is an investor, he never tried to hide the fact. You may feel she isn't the right fit after watching the video, but before I'm sure most of had doubt weather hydrogen vehicles are a viable solution, and they go down to it here and show that EVs are better and she explained so many nice things about clime change and carbon capture which important part of the EV story.
Are u kidding. The woman explained how are they innovatively extracting hydrogen and recycling the water which will reduce cost of production.
Business is Business.
Nikhil, Please allow them to complete their sentence before you ask the other question. We don't want to lose out on anything valuable they are saying. Thanks a ton, I Love your show.
Nikhil is testing everyone's patience by making it longer and longer. But really, totally engaging discussion!
I love how Nikhil can asks the hardest questions from the other founders, which you would never see them answering on Moneycontrol or else!
My thoughts exactly. It's almost like a VC interview but which even a layman can understand
@nikhil.kamath They are giving half the picture. Because the residential electricity is slightly discounted and not geared for so much load of everyone charging the car. the electricity also has losses. For e.g. if one generates the electricity using the coal or any fossile fuel, the thermal to mechanical and then mechanical to electrical efficiency is also low and then over top of it, there are losses in transmission and distribution. In India, some major losses also because of theft or corruption theft. So for getting the power at home itself there is so much wastage. Then now if you charge car which will also not be fully efficient in utilization as the car will again convert electrical to mechanical energy and the quality of road and friction will have these losses. Ultimately, I susepct that the losses are same or more in the EV. The temperature will also not reduce, because the only change would be moving the thermal energy from car to the power plant. Also, the electric car will also convert the energy to mechanical. Yes, it would be less at a delivery point, but it will be magnifying at the generation point. Its like cement plant, where huge CO2 goes out and it destroys the temerature nearby the cities. Lastly, pure EV will destroy the entire work and generations of incoem and jobs and bring recession. Why? Because EV does not have any ICE (Internal combustion engine) and many parts, on which so many vendors, dealers, retailers, workers, service centers, etc etc entire sub system works, will suddenly become jobless and who will earn? Only the owners of the EVs plants. So entire money will again go to only top super rich and making country poorer and poorer... Of course eventually when the gap between super rich rich and middle class and poor increases and everyone goes down to poverty, ultimately these super rich also become poor, because either their wealth will not have buyers or there will be revolutions like communism, which will take away everything.
First time i actually listened an entire podcast this long. Needs to be encouraged. I'm even throwing a like and a comment so that the algorithm knows that this kind of content is appreciated. Great work.
Reva was a great initiative. Sadly we did not have schemes like FAME in those days.
Hey Nikhil, great podcasts from you and your team. Just a suggestion - can you bring together folks who were doing 9 to 6 rat race and left jobs and started their ventures. Can definitely give a good sense of how they managed coming out of that and making big with all the mindset change...
I would say, every powerful person should share the network and knowledge as Nikhil is doing, this is absolutely crazy podcasts.
Nikhil bhai's podcast is actually very descriptive and amazing this is exactly what I wanted a group of experts talking with each other sharing opinions on the current trends , thanks for the help and support you are giving to us...🙏🙌
love the way how Ruchi was challenging the others in a nice way.
2:07:00 They’ve given a great overview of the internal workings of a cell, and I found an even simpler explanation as a kid.
Potential voltage (which is quite similar to potential energy) typically refers to a resting energy level which an object has at a certain point of time. This ‘potential’ energy can be converted to other forms of energy given the correct circumstances.
A ball dropped from a height is a great example. The ball has some potential energy as we know for a fact that it will fall due to gravity. When the ball is released, it gains velocity, which means it is gaining kinetic energy. Now energy cannot be created out of nothing, so essentially it is the potential energy of the ball getting converted to kinetic energy.
Now let’s talk about an electrical cell. A cell is a device which converts stored chemical energy to electrical energy.
In a cell, several negatively charged particles called electrons are brought together in a small space known as the anode. We know that particles of the same charge repel each other. So, the electrons at the anode have a lot of potential energy as we know for a fact they’ll move away from the anode under the right circumstances. On the other hand, the cathode of the cell is full of positive charges, which is a great place for the electrons at the anode to be.
So you can see, this is a state where there is a lot of potential energy. As soon as the anode and cathode are connected by extrenal wiring, movement of these charges become possible and electrons move from the Anode to the Cathode. Thus, the stored electric voltage difference in the cell is being converted to electrical energy (motion of electrons).
Even though negative charges are flowing from Anode to Cathode here, we have a convention in electricity that only positive charges flow. So by physical definitions, current flows from Cathode to Anode.
Tldr: A cell has a cathode with high potential energy so that charges flow out of it into the anode (low potential energy). This flow of charges is electrical energy.
P.S. This explanation has to do with how a cell provides energy to the outside world and not the chemical reactions happening inside the cell. Although the internal working of the cell is completely in harmony with the above explanation, it is a bit more complicated, but certainly no less interesting!
Hope this helps.
Love your podcasts Nikhil !!
Would really love a podcast on Semiconductor and its opportunities in India as one of the topics for your next podcast.
Great Conversation.
Thank you, Nikhil, for bringing these people together and thank you all for your great insight about EV.
loved the podcast. it was pretty informative. I feel that you could maybe upload the entire 6 hour pod, without cutting a large chunk of it. Perhaps in parts. I feel it would be still pretty relevant and would be viewed by a large audience while giving a even greater in depth understand. Regardless really appreciate you doing this for us.
The school we all wanted but never had. Thank You! Nikhil Sir.
Nikhil will not leave them until he understands everything clearly..😂
These Podcasts are too good, even if you don’t watch and just listen. They are proving to be a good partner during to and fro between Home and Office in Mumbai Traffic
Hope Next Guest Panel would be like :
Kunal Shah, Vijay Shekhar Sharma, Bhabish Agarwal,Dipinder Goyel , Sachin Bansal sir.
Topic: How Indian start-up can contribute to M.S.M.E sectors to counter against China?
It is a long video but worth the time watching it. I can relate a lot to the conversation in the video. We manufacture BLDC 250W hub motors in Bangalore and we do repair services for 1000W+ electric 2 wheeler motors, controllers and Chargers. To be a true manufacturer and out compete the imports is not for the weak hearted. Only way to achieve lower costs and be competitive on quality and performance, one needs to scale. Due to obvious business reasons we depend way too much on imports, while it works for the short term it will keep us in the shackles and retards our economic growth. Manufacturing has to be part of the solution.
This is the only channel where you feel more is less.. what a content as always.. thanks for getting these people and their knowledge ❤❤❤
What makes it the best podcast in India is the fact that Nikhil sir keeps focusing on young people starting an EV business
Thank you for another amazing podcast. Please keep doing these episodes for us Indian youths. Its really inspiring.
Nikhil bhai, dhanyawaad. Waise toh EV main koi business karne ki capacity ayi nahin hai. But podcast ke baad capability taiyaar kar sakte hain. Apne 6 Hr diya woh bhi free main knowledge RUclips main dala. 🤟🏽🤟🏽🤟🏽
Chetan here is the real veteran of clean energy and EV. Been doing it from the time when nobody knew about EV
Founder of Reva makes sense with swappable batteries in cities.
Cost of ownership is less.
Risk of battery life loss or replacement is lower.
Battery thermal management could be an issue unless they solve that issue.
What if BluSmart partners with Ather, builds Rapido / Bike taxi, and partners up with Sun Mobility for auto taxi?
If you heard, BluSmart and Ather are the companies which want to do everything by themselves. But yes, after this they can collab.
Great stuff Nikhil! I am inspired by Tarun’s confidence in their scooter and decided to buy an Ather but availability is an issue like 3 months waiting 😅😢
Pure form of content 💯,
Waiting for "Real Estate" episode 😃
it's all about asking the right questions..all the questions Nikhil asked were so essentially fundamental which is a fusion of both from the investor and enthusiasts point of view..absolutely stunning
@Nikhil has clearly not studied 10th std. Other guests have to teach him the basics of battery, current, etc. But kudos for showing how to learn on a daily basis. We all tend to overestimate our knowledge and refrain from learning any complex problem. The way he asks questions is simply mind-blowing
If the infrastructure is in place, I would go for a swappable battery vehicle. It solves the problem of long charging time (even with fast chargers, it would take 20-25 minutes) and the depreciating battery life won't be a concern. And with ever advancing technology I might get a longer range on the same vehicle. Chetan here is seeing the bigger picture, getting the infrastructure in place is a prerequisite for it.
Suruchi was the most fun auditor on the podcast! Storytelling more than just throwing numbers and what they've done in life.
This should be the one in top 5 videos this year to understand EVs and renewable energy market in India!
I was completely hooked for 3 hours 💯.
This is the difference between Nikhil Kamath and Ashneer Grover 😂😂
Such a great video full of knowledge, waiting for more 💥🙌🏻
Loved the curiosity of Nikhil. Just like a curious student. This video is the best thing one can watch. Can be released in multiplexes as a documentary movie. Hats off.
Love the way Nikhil questions his hosts. Brilliant
Nikhil kamath, He is doing impeccably well asking questions in terms of laymen questions. A podcast should be like this. Not just listening.. ask questions what others are have doubt in mind
With every passing episode, I'm getting more and more curious about the food they eat!
They need to be mentioned in the end credits 😂
Nikhil Bhai I am an commerce student currently persuing CA the above podcast changed my view about science i can actually say that as i love science practically but does not like therotically i.e i had choosen commerce but i am always curious about science how things go on and on and how technology is changing everything.
EV 's upcoming One of the largest Industry Makes me very excitedf to start my own venture which plays around EV Infra .
You ask very important question about industry from Infra-to-energy-to-green hydrogen-to-ev mobility-to-battery swap-to-cells this make me more curious about the industry .
The podcast is one of the best podcast which i can gain a knowledge.
I am excited for upcoming podcast and bro you must have the curiocity of asking stupid question which makes sense as its very difficult to get the answer to those question and you become our intermidiator to get answer of question.
Thanks for great effort .
Wanted to meet you in near future.
Watching 3 hr podcast is more enjoyable, knowledgeable and helpful then attending my entire day in college.