Why digital first consumer brands need to transform themselves into data first consumer brands
Historically, It has been hard to disrupt a consumer brand. Many of the leading consumer brands (either individual or a group) – Coca Cola, L’Oreal, Unilever, P&G, Colgate, Gucci, Nestle, etc – have been around for about a century. Over the last...
Swapping vs Charging – business of refueling EVs – (3/3)
A Li-ion battery needs to be charged regularly and can go through 1500-2000 charging-discharging cycles in its lifetime. The business to supply energy to batteries is an interesting opportunity in itself. Two potential models are emerging, both of which have been...
Recharged – opportunities & challenges in the battery space – (2/3)
For an EV, battery is the most differentiating component. It accounts for 40-50% of the total vehicle cost and plays the most important role in a vehicle’s performance. It can draw the line between success and failure of an electric vehicle. Note: This is the...
Startups vs Incumbents – who will win the Indian EV race? (1/3)
In late 2018 / early 2019, we spoke to 50+ participants within the Indian EV ecosystem and published our views on its evolution in two articles – Part1 and Part 2. Since then, a lot has changed. Most initial experiments have failed. Numerous start-ups (and some...