Dave Lee on Investing

Arcimoto CEO interview w/ Mark Frohnmayer (Ep. 296)


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I’m joined by the CEO of Arcimoto, maker of electric 3-wheeled fun utility vehicles, as we dive into their product, strategy and plans. Ticker: FUV.
Mark Frohnmayer on Twitter: https://twitter.com/nardopolo
3/31/21 Arcimoto company presentation: https://cdn.arcimoto.com/wp/20210401081445/Arcimoto-Investor-Deck-April-2021.pdf
Timestamps
00:00 - Introduction
00:40 - How is Arcimoto trying to change the world?
2:40 - Thoughts on robotaxi and autonomy
4:00 - Past as a game developer
6:39 - Where Arcimoto stands with production
9:09 - Supply chain issues
9:50 - What battery cells are you using?
10:29 - How many engineers at Arcimoto?
12:09 - Platform 1 and costs
14:50 - 2024 unit goals
15:25 - Gross profits
18:50 - Most expensive items in the vehicle
20:29 - What if Tesla comes out with a next generation after Gen 4?
22:59 - Criticism that 3 wheeled electric vehicle is not a proven market
26:20 - Issue of safety for consumers
31:26 - Platform 2
34:40 - Competition from China
37:08 - Partnership with Sandy Monro
41:50 - Autonomy partnerships
43:45 - Will platform 2 protect from rain?
44:45 - Plans for India
50:48 - Unit goals
54:10 - Arcimoto's competitive advantage
57:15 - DOE loan
58:21 - Will Arcimoto benefit from Biden EV tax credit?
59:20 - Conclusion
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