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

Dave Lee on Investing - A podcast by Dave Lee on Investing

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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 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Videos: Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7 Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Subscribe to Dave Lee on Investing on Soundwise