YouSaid · the spoken record
Gianni Kovacevic
- lines on the record
- 120
- first
- 2016-07-29
- most recent
- 2016-07-29
- sittings or episodes
- 1
- sources
- podcast
Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections
“I wish I had a degree in psychology, because it makes you understand markets so much more. You know, these emotions of fear and greed, you know, this euphoria that hits markets when you think you're a genius because you're making money and the stocks you chose are all going higher. Now, if you understood psychology, it's going to help you as an investor. So if I knew more, and I do study this stuff now just as a passive sort of fan of how markets are so, I don't want to use the word use the word manipulated, but move driven, driven by emotion. You understood that better, you're going to add a few percentage points to your performance every year.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“And maybe, just maybe those people can change the world. We need to inspire a generation of young people, Barry, to go to university with pride and take science, technology, engineering, and math, like so many other people around the world. That's the advice I would give a millennial.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Let's pretend they're my brother's children. So I really admire this millennial I'm talking to. I would take them by the hand and I would sit down and I would really explain fundamentally how energy is the umbilical cord of human progress, how it's changing, how we create, transfer and utilize that energy. Of course, they'll come to the conclusion that it's all electricity. And I would say open up your mind. Maybe it's electrical design, maybe it's engineering, maybe it's the software, technology, but you need to embrace that. You need to know the fundamentals. If you cut all this stuff in half, this green energy that so many young people want, if you cut it in half, you need to know how it works, how it functions, how can you make it better?”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Diesel, cheap, cheap diesel to make electricity. Are we going to It's basic arithmetic. The ships around the world are becoming more efficient. I mean, just in the past 12 years, Barry, the average airplane and car is about 25, 30% more fuel efficient. Now, the trucks are coming next because the number they just got the wrist slapped three weeks ago that these collusion charges went against them, which is why they too have a siren. On that program. And then, of course, the granddaddy of them all, urban transport, buses that operate 16, 18 hours a day. They're going electric. Now, we don't have to focus about the small markets that are that aren't. Approaching this from a progressive point of view, we have to go to the world's largest market, which is doing this very quickly.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Thank you. If the lorry manufacturers of Europe are going to have to have 25% more efficiency between now and 2020, are they going to use more or less oil in that atmosphere?”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“And they're going to be electric. Even if let's assume right now we don't sell one electric car. We're going to sell more cars in the future. More people consuming more things. We can all agree to that. But cars are mandated here in the United States to go from about 28, 29 miles a gallon to 54 miles a gallon by 2025”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“So, if I'm talking about all these things I just talked about, I'm talking about a displacement of two, three, four, five million barrels a day in the next two, five, ten, fifteen years. Well, and then at the same time, you can extract more oil. I like to tell people that of the six or seven factors that can influence a price of oil, I think that that industry, the oil industry, relies overweight now on toxic geopolitics because there's always, it could be 20, 30, maybe 40 of politics in a barrel of oil. If things go awry in a really sensitive oil environment. You should have or you could have an increase in oil prices, it does not rely on fundamentals anymore because across the board, innovation, adoption, technology, we are going to use in the future less oil.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“There is demand for that, obviously, to make plastics and certain products. We use petroleum. The petroleum industry. But that's not the lion's share of where oil is consumed. Oil is consumed in mode of transportation and it's changing. And we saw the oil price collapse in the past 18 months because of a two million barrel a day. Displacement, too much supply.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Boy, that industry is changing in the next four or five years. It's a line item. So conclusively, we're going to use less oil. If people talk about the fracking revolution in the United States, So we know that the drill rigs went from about 200 to 1,604 years. And what happened is we ended up having almost 6 million barrels of new production. This is unprecedented. And then you look at it, well, what about the demand side? Because the world's growing and there's India and all these other places. Let's look at the fastest growing energy market in history, China. It took them 15 years to have 5 million barrels of new demand. So this revolution of how we extract oil? It's not offset by demand. It's slowing down. We used to grow by three, four percent a year, annual oil demand. We're coming in. It's barely growing. It's maybe a percent”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“So that's going to change. And then we look at the automobiles that are used 18 hours a day. Which is not you and I taxis.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“That's a lineup. It's a two prong effect. They're making them change the shape of the trucks so they're going to be aerodynamic. European semi-trucks, as everyone knows, have that big square, very unaerodynamic shape that will go to be an aerodynamic shape, which will have”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Billions of dollars because their efficiencies did not go down in twenty five years. In four years, Barry, they're going to use 25% less fuel.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Maybe not. The way we use oil is so fundamentally changed we are now things that you consume of this ninety six million barrels a day. There are applications that are going to go to zero oil consumption, zero adoption. Five million barrels a day is used to make electricity on islands around the world. You look at the fines that were levied three weeks ago by the European Union of all the lorry, the semi-truck manufacturers.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Let's talk about the largest traded commodity in the world. Let's talk about oil, which is a huge market. And it's going through a tectonic shift. And let me just give people some anecdotal information for those that are not energy experts. We use today 96 million barrels a day demand. And if you look at the prognosticators and you ask them 15 years ago or 10 years ago, how much oil are we going to use in the future? All the charts end up going into the future to about 120 million barrels a day, 130, 115 in the future.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“A money manager, I think you need to be long and short. It's very hard to be long only. And one of my mentors in Germany told me, he says, me and traditionally I'm a value investor, so I am long only. And he says, the difference between people like you and me, he says, I make money every day. I don't care if the market's going up or down. I just need to be right more times than I'm wrong. And he says, you wait and wait. And the way my heart beats, I'm okay with that. I want to find deep value. I want to get behind. I have conviction. As long as I'm not wrong. Because you also have to admit when the facts change, so should you. If you're wrong, get off the trade. You know, but typically I have a window of maybe one to five years. I want to get behind a theme and ride that pony all the way.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Exactly. And then people do it. The psychology of the market comes in, you get the greed and greed, very powerful emotion. We've seen the Dow came off a thousand points here, you know, just after the Brexit, you know, It's a fear trade. And so I think it's harder to be a stock picker, you know, to find deep value and to have disproportionate benefit. So you need to be.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Harder to be a stock picker. You know, if we look at all the click trading that takes place in the world, people buy ETFs now, Barry. You look at the graph on who used to be their own personal stock picker and what was an ETF. I mean, you know you interviewed the king of ETFs yourself. And it's all went now to basically people by ETFs. So you get volatility with that because with click trading, you dump positions just sporadically. So it's a lot harder.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“It's a simple book about a barber who's wealthy and his clients come in to cut their hair and he gives them investment advice. Just plain, straight, common sense stuff. Now, the book was around the days of 8 and 10% interest, so those days are gone. You can't just do that. The power of compound interest doesn't work anymore. In this interest rate environment, which is a different discussion for a different day, but the way that book is written, I think it's fun. And it was one of those early... Personal finance books that I read that I just love. And I recommend it to any young person, any millennial out there You want to read that book because it gives you a good foundation.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“I was around 20 years old, and probably the reason I wrote my book The Way It Is a Canadian book was written by David Chilton. It's called The Wealthy Barber. That book sold two million copies in Canada to give you. Is it a good book? Well, 2 million copies.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Great book for anyone that wants to understand that iconic Americana, which is Apple and all that, the history and a lot of the characters that were involved. One of my friends, Robert Friedland, is featured in the book. He was the guy with the apple farm in Oregon And he was the guy that Walter Isaacson would say taught or showed Steve Jobs that reality. And if anyone has seen Robert Friedland give a talk, you see it. I mean, he said, just a captivating public speaker, an amazing storyteller, and then which is the same with Steve Jobs. And so what he was able to do. When I was almost finished the book, Barry, I saved the last 40 pages and it took me three months. I put it on the shelf and I just waited. And I read that last 40 pages. It was just, again, I just, you don't want that book to end.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“What a book. What a book, the storytelling. I actually met Walter Isaacson when he came to Vancouver in his book series. My friend sponsored it, so we were able to enjoy a dinner with him talking about some of the stories around making that book.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“The research, the research, the storytelling, and I'm just breaking that one and I'm really looking forward to that. And I'll probably have that read in the first three or four days of my vacation coming up. A book I also recently read was a Walter Isaacs and Steve Jobs, which is now the best-selling biography, I think, in history.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Not that when I'm reading an older one. That's my next one. But it's the mornings on horseback, which is the book on the young Teddy Roosevelt. An incredible character”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“And you can reread it probably every couple years on summer vacation. Right now, my summer read this year is going to be a book by Mr. McCullough, which is.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Think that as I said already, that common sense, you know, where you have to, and you also factor in psychology and just basic practices that help your business. And the book is a quick read for anyone that hasn't read it yet.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“I always love the wisdom of Warren Buffett. You can lose yourself in Warren Buffett's sort of readings and videos and such. And a lot of people have followed him, of course, because he's able to tell a story in such plain English. So I think you can still, for those that have not enjoyed his wisdom, I mean, just go to YouTube and you can lose yourself for hours and sort of his philosophies. Reading some of the books from before that, you know, like Ben Graham, of course, a famous value investor, and sort of just that plain street common sense, you know, that works. And Napoleon Hill and those books, they're just terrible.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Say it's hard to get access to Larry Ellison or Elon Musk. In our industry in Vancouver, it's actually, you can actually rub shoulders with these guys. And if you, I was a young guy that was very curious and I put a lot of effort into it and I was able to sort of surround myself with these people like in these industries. And then we would travel together. We would go to conferences and, you know, 10 years of dinners later, you consider yourself friends and mentors and sort of you take their collective experience and you put it into your own sort of path. And now that I'm 41 years old now, so I'm sort of starting to mentor some younger people myself.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“I was a very curious person, and I always surrounded myself with father figure types of guys. And we're very lucky. In Vancouver, there's a lot of influential sort of guru types in the themes that I follow. And unlike, and I may liken this to the software industry where it's hard to get access to the CEOs.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, as I call it, the algebra in this shift in energy away from fossil fuels. We understand fossil fuels are important, but there is a shift happening. You can argue is it happening faster, slow, but it is happening. And we're looking at the other side of that algebraic equation. And we want to understand and support and, of course, invest in those products, materials, and building blocks.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Private and public companies that make cranks, pistons, radiators, valves, mufflers. That industry is changing. We look at the technologies that make this future energy economy possible. And that's people that look at how do you charge a car? How do you manufacture them? How are we going to sell them? We look at the creation, transfer, and utilization of energy in general. It's changing. So far deeper than just investing in a solar company or in a wind company, let's look at the gizmos products and fabrication, the gearing that makes that stuff possible. Because if they're going to be busier, it's good. How do we desolinate water? Who's going to do it? What are the components made to make that possible? Static ville, which is the this vast network of pipelines, railroads, and distribution of electricity, tectonic shift again, tectonic shift. So we're looking at all the components that make that possible. And of course, we get into the just a general utilization of energy. So it's a vast sort of arena that we're looking at. Understanding and investing in.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“This has to be a strategy that's ambivalent. So it basically, if you look at a typical portfolio construction, first I will preface it by saying we've always followed these things, the things I'm going to talk about now. We're not getting into this because it's popular or themic. We've done, you know, I've got 20 years of experience. My partner, Matt Zablowski, has got 15 years of experience looking at these things. So let's look at a typical portfolio construction, subliminal ideas for people to look at with reduction of CO2 emissions. Well, first of all, it's the building blocks that make it possible, right? So we look at that. We're not going to invest in coal and oil, but we are going to look at things like copper. That's important, the fabrication of it. We're going to look at the automotive industry. There's basically the winners and losers there. So there's the lazy incumbents and then there's the progressive incumbents. You look at a country like Germany. All the people that feed into the parts that feed into the automotive industry, how is that going to change? You've got dozens of private...”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“This was a think tank of a group of guys that I associate with and deal with about looking at these challenges and opportunities, burning a lot of shoe leather. We have been talking with endowments and foundations. And now it's becoming a vehicle for us to invest in all the elements that factually make the reduction in CO2 emissions possible.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Anything can happen in the short term. I just, I am not concerned about the Chinese economy in the medium to long run. I just am not. Facts can change and we'll see what happens. We have to liken the economy to the stock market. And it is becoming overwhelmingly a consumer society based on services.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“He is not concerned. Okay, he lives in China and he's not going to sit there and bash the system and bash the government. But, you know, he is concerned a little bit about Tier 3 and Tier 4 cities. He has to get work through the system. If I liken it to America, will the Kalamazoos and the Tallahassees of China bring down the system? That's the question investors have to ask. In the short term, anything can happen. And when I follow this stuff, which I follow China like a financial soap opera, I'm not necessarily continuing, you know, to read the people that agree with me. I read the Kyle Basses. I read the Jim Chenos of the world. What am I missing?”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“But if you speak to people that own vast real estate portfolios in China, the richest man in China, the Daily Wanda group, which has the biggest balance sheet, if you will, he looks at the debt levels, governmental debt levels in tier one, tier two city debt levels.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“It is important we can't just dismiss it for nothing, but China has many different tiers of big cities. So you've got the tier one cities, which are the big 20 million people living in them, tier two, which might be 5 to 10 million. And then we have the tier three and tier four cities. There's been some situations of ghost cities, which do exist. If you build it, they will come. This is a, we have to forget that China is a planned economy. Are there examples in the country of China where they've built a city that should house a million people for their distant future? And maybe it's not full yet. Yeah, I would imagine that that's what they're doing. I look at this 415 million millennials. They're all under the age of 35, Barry. Most of these people do not yet have their own home. That's coming. Where are they all going to live? You know, this will get resolved in the course of time and a lot of it is function of price. These things are a lot cheaper. They're discounted.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“So, to really understand it and go to all the other places, it'll take me a lot longer. I'm going to be going again due to the book we're taking the book into the Chinese language. But the one thing that I will tell you is that the Chinese population, they are optimists. They're speculators. And by disposition, what do these people think? The future is going to be better. They're not pessimistic. They don't have this beaten down sort of like salary stagnation that we've had in, you know, in Europe and the West. And it's just incredible to the human potential of what's going on, not just in China, but in emerging markets in general is just a staggering sort of...”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“I've been to China a couple times, and I traveled the country by train. So rather than fly city to city, I thought it was important to sort of see the landscape. And understand how what does it look like And although I've seen a lot of China, I've visited a lot of the country. I've been there a couple times. What have I seen of it? Nothing. I mean, it's the same size as America.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Less than 1%, these millennials I talk about, this 415 million, over 100 million have already graduated university, typically in science, technology, engineering, and math, STEM fields, these way higher expectations. The majority of these young people were born rural. The majority now live urban. And what do they want? They want everything you and I have. In fact, they know how the world works. They have an internet connection. I mean, these people are not ignorant to the comfort, convenience, communication, that everyone wants and everyone is taking for granted. And we've seen this in their spending patterns and in how their future is changing. And it's happening so fast. It's not even five year blocks. You have to be aware, hyper aware of this stuff in sort of two-year blocks. It's being turned top to bottom”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Exactly. And it's their wants and their needs. They have far higher expectations than the generations before them. I know this. Look at the level of enlightenment. The people that run China are those of the children of the Cultural Revolution. They're sort of 55 to maybe 70. 160 million people in that demographic block, but only one million graduated university.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“25 years later, more people have emerged than those that are still left so-called emerging. But what do we call them? We don't have a phrase for these people. I call them the new spending class, so they're not rich, they're not poor, but we have to follow their spending patterns. And of course, the biggest group, which is the biggest demographic group in the world, which is that massive population of China, I use that as the example that weaves its way through my book over and over and over. And we look at them, the demographics of China in four major blocks. And the biggest one, of course, with the most impact and the most future, are the millennials of China four hundred fifteen million people.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“The new spending class is an army of consumers that they're not the so-called USA middle class wealthy. They don't make $50,000 a year, but they have the same economic footprint that you and I have. So basically they watch television every day. They drive a car. They have air conditioning. They eat deluxe meals, which means those meals need to be grown and delivered. And they outnumber us by a margin. We all heard the term emerging markets.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Small investment, small investment. It's no different than a hotel offering internet. You know, 20 years ago, you thought about it. Today, it's an automatic, and it will be every business. It'll be across the board. And it won't be a shopping center. It won't be two of them. You're going to see a bank of 30, 40, 50 of these chargers that cater to all the electric cars that are coming.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Those are different because now, if you're a business, if you own a chain of hotels, I would say you must have destination charging. Is it two? Is it four? Is it ten? We'll see how busy it gets for your business You won't be able to be You're going to become a relic.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Usually put it close to the electrical service box. And so I tell people that there are about a million electricians in America. They each installed 10 in a year. Can we do that? Yeah. Well, that's 10 million destination chargers in one year.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“They used to cost $1,500. Now they cost $500. You go to Tesla, they'll sell it to you, and it takes an electrician three, four, five hours to install.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Absolutely, absolutely. And there comes a whole nother level of infrastructure, of software, of convenience, of design, with making the charging lifestyle better. Vocation wise, you know, you're going to be everywhere you go now because I keep telling people you already can connect lifestyle point A to B in almost every city in America. So if you go to the gym, you go to the grocery store, you're going to Long Island, whatever, to the Hamptons, whatever you're doing, when you drive 60 or 70 miles, you can now replace that because the quicker destination chargers are at a rate of about 47 miles for each hour that you're charging. That's what you get tanking up, if you will.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“Well, I'm not going to charge my car at 5 o'clock when everyone's cooking dinner because the utility says it's half price if you do it at 10 o'clock at night.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“It's that advanced. It tells you exactly what you have, what kind of services are there. Maybe you want to go to a different one because it has the restaurant or coffee shop that you like. It tells you if it's full of all these things. It tells you the amount of miles to get there, how much juice you're going to have left when you arrive. And of course, the next destination, because sometimes you don't have to wait 30 minutes. It might only be 10 minutes. So you can get to your destination. and then charge there. So that is the superchargers. But then people probably also want to know, what about when I'm not traveling city to city? Let's say I'm just, I drive 20 miles a day. I live in Raleigh, North Carolina, and I commute around the city. How does that change? Well, how often do you drive more than 250 miles in a day in your own city?”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source
“I never waited, but you could see that they're full. The good news is the electricians of America can keep building out these things if you have a particularly busy station. More chargers.”
2016-07-29 · Masters in Business · Interview With Gianni Kovacevic: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source