Electric vehicles have become a bit of a cultural lightning rod, but behind the headlines, there’s a lot to be excited about. In this episode, Sanjeev sits down with Mitra CEO Galina Russell, S2G Principal Marisa Sweeney, and Clean Tech Strategy Advisors’ Managing Partner Anna Demeo to talk about the state of the EV market and where the opportunities lie today. Mitra, a recent investment from S2G’s Special Opportunities team, helps small and midsize commercial fleets go electric by bundling vehicles and charging into a single, simple offering, delivering savings almost immediately with no upfront cost. The conversation explores how EVs could make the power grid more flexible rather than more strained, why electrification is closely tied to the future of autonomous vehicles, how China’s rapid scaling of EVs and charging infrastructure is reshaping global markets, and why financing remains one of the biggest bottlenecks to broader adoption. It’s a clear, practical look at where the EV story is headed and what it will take to get there.
Chapters:
03:24 - The State of Transportation
05:33 - Cultural Aspects of EV Adoption
09:00 - EV Industry Investment Landscape
11:53 - China's Role in the EV Market
14:42 - EVs and the Future of the Grid
18:49 - Physical AI and Autonomous Vehicles
21:37 - Mitra's Approach to Fleet Electrification
27:22 - Fit for Purpose Capital in EVs
33:17 - Bringing in More Capital
40:22 - Future Predictions for EV Adoption
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