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Description

Mitch Lee, CEO of Arc Boat Company, is bringing the Tesla playbook to boating. Arc’s quiet, software-powered electric boats—like the sold-out Arc Sport—deliver cleaner rides, zero fumes, and customizable wave settings. Mitch shares why electric makes more sense on water than land, how dockside charging already works, and why Arc builds full boats instead of motors. With $100M raised and an expansion into commercial vessels, Arc is leading a cleaner, better future for marine travel.

Episode recorded on Aug 6, 2025 (Published on Aug 12, 2025)

In this episode, we cover: 

• [3:27] An overview of Arc Boat Company 
• [5:07] Mitch’s background and experience 
• ⁠[6:28] The inefficiency of gas boats and fuel use
• [8:17] His decision to build Arc 
• [10:54] The company’s vertically integrated battery pack 
• ⁠[12:04] Why Arc builds complete boats, not just motors
• ⁠[13:31] Battery size, range, and charging times for Arc boats
• [16:36] Charging Arc boats 
• [19:26] The traditional boat market and Arc's advantage
• [24:26] Safety on Arc boats 
• ⁠[28:51] Lessons from Arc One to Arc Sport
• ⁠[33:20] Software-driven customization for water sports
• ⁠[39:19] Arc Coast’s design and target market
• ⁠[41:30] Expansion into commercial and hybrid-electric vessels
• [44:21] Why the US hasn’t electrified commercial vessels like ferries 
• ⁠[49:06] $100M raised from top VCs and celebrity investors

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*Editing and post-production work for this episode was provided by The Podcast Consultant