ChargePoint: Leading the EV Charge

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[00:02:16] - [First question] - What ChargePoint is

[00:03:26] - Their size, scale and revenue today

[00:04:21] - The history of ChargePoint and the EV charging sector 

[00:06:25] - How the industry has evolved and important metrics to understand 

[00:08:18] - Who the main players are in the EV charging infrastructure layer

[00:10:46] - The role auto manufactures play and their relationship with this world

[00:12:05] - Tesla’s closed wall network and ChargePoint’s open network

[00:13:05] - Competitive advantages in the EV charging landscape

[00:15:45] - Whether or not sales and marketing is unique to ChargePoint 

[00:16:47] - Other unique arrangements that will unlock the pace of their land grab

[00:18:37] - The various lines of P&L and how to think about them

[00:19:34] - The three levels of chargers and costs associated with them 

[00:21:52] - What goes into their gross profit margins and cost of revenue 

[00:22:50] - How their gross margin compares to their competitors

[00:23:41] - What they’re trying to accomplish with their high R&D spend

[00:24:49] - What they’re investing in and betting on for the future by spending cash

[00:25:38] - Expectations of future growth for the next couple of years

[00:26:46] - Growth over the long-term trajectory and the car to charger ratio

[00:29:14] - Their main flywheels that give them a competitive advantage 

[00:30:53] - The big buckets of customer segments and end point leverage

[00:32:09] - What the life expectancy of a charger is

[00:33:13] - The regulatory environment writ large 

[00:34:39] - Bull case for ChargePoint over the next five to ten years 

[00:37:36] - Reasons why ChargePoint might not succeed over the next five to ten years 

[00:38:58] - Lessons for builders and investors when studying ChargePoint 

[00:39:51] - Learn more about Chargepoint