The Opportunity

The mobility fuel cycle is changing — to electrification.

The mobility product itself is changing – new modalities and mobility as a service is changing how consumers travel.

10 years ago, the technology was cost prohibitive.

Consumers are looking forward to a future of fundamentally better products delivered in different ways.


Autonomy, sharing and new ownership models, new fuels, electrification, networking and data - will rewrite mobility. The incumbents are not equipped to respond - they are being disrupted at a rapid pace by startups.

Two of the biggest startups in the world - Uber and Tesla - both VC funded, barely a decade old, come from the mobility space and have re-written multiple industries.

We expect these trends to continue over the next several decades, creating many venture capital investment opportunities.

Energy is life.

The rest is just details.

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