About this episode
Tiya Gordon, co-founder and COO of It’s Electric, explains how her company is rethinking urban EV charging by putting sleek curbside chargers where city drivers actually park. The discussion digs into why public charging often fails, from broken cables and clunky interfaces to bad siting and city politics. Gordon also outlines the company’s building-powered model, revenue sharing with property owners, and future plans for bidirectional charging that could support the grid, rideshare fleets, and urban energy management.
Kirsten, Ed & Alex sit down with Tiya Gordon, co-founder and COO of It’s Electric, to explore how curbside EV charging can unlock electric vehicle adoption in dense cities like New York, Boston, San Francisco, and Los Angeles. We discuss why most public EV chargers fail, how It’s Electric uses spare building power to create neighborhood charging without expensive utility trenching, and why better urban charging infrastructure could be essential for the future of EVs, rideshare fleets, and robotaxis.
NIMBY
"NIMBY is going to NIMBY like it doesn't matter what it is you can put a ice cream stand and the NIMBYs will NIMBY. The NIMBYs are going to NIMBY."
NIMBY means people who don’t want something new in their own neighborhood. They may agree the project is good, but they oppose it where they live.
NIMBY stands for “Not In My Back Yard,” a common term for residents who oppose projects in their local area even if they support the idea in general. In transportation and energy, it often comes up with new infrastructure like charging stations, transit changes, or pilot programs.
Elon Take the Wheel
"And I'm Ed Niedermeyer. I'm the author of Ludacris the Unvarnished Story of Tesla Motors and Elon Take the Wheel which is now available for pre-order."
This refers to a book connected to Elon Musk. Musk is a well-known figure in the electric-vehicle world, so the mention signals the show’s EV focus.
This is a book title associated with Elon Musk, whose public influence has been closely tied to EV adoption and the broader push for electrification. While it’s not a car brand itself, it’s a recognizable reference point for listeners following EV culture.
Tesla Motors
"And I'm Ed Niedermeyer. I'm the author of Ludacris the Unvarnished Story of Tesla Motors and Elon Take the Wheel which is now available for pre-order."
Tesla Motors is a major electric-car company. They helped make EVs more mainstream, and they’re often central to discussions about how electric driving is changing transportation.
Tesla Motors is the company behind Tesla’s electric vehicles and energy products. The mention connects the episode’s discussion to Tesla’s role in popularizing EVs and shaping public conversations around electric mobility.
Chrysler New Yorker
"... to have today's guest on because she's a fellow New Yorker. We have hundreds of mutual contacts. If Ed and K..."
The Chrysler New Yorker is a car model from Chrysler that was made to be comfortable and more upscale. It’s a name people recognize, especially when talking about older cars or car history. In the podcast, it’s likely mentioned because the guest is a fellow New Yorker.
The Chrysler New Yorker is a nameplate from Chrysler that has historically been associated with a comfortable, full-size, more upscale approach to American motoring. It’s often brought up in conversations about classic cars and automotive history because it represents a particular era of design and positioning. In this podcast snippet, it’s likely mentioned as a recognizable reference point tied to New York identity and shared connections.
It's Electric
"If Ed and Kirsten weren't here, we'd just talk about our mutual friends, Tia Gordon, the co-founder and COO of It's Electric. Welcome Tia."
It’s Electric is a company working on electric transportation. The conversation suggests they’re doing hands-on projects, not just talking about EVs.
It’s Electric is the company co-founded by Tia Gordon, focused on deploying and scaling electric mobility solutions. In the context of this episode, it’s likely tied to real-world implementation challenges like community acceptance and infrastructure rollout.
Porsche 911
"off on my career of designing hardware for public space. So I was there during a really interesting transition time. It was a year before 9-11 when I graduated. And then there is career, career. And one of the biggest things I did before co-founding It's Electric was design"
The Porsche 911 is a sports car made by Porsche. It’s famous for its classic design and for being built in many versions over the years. People talk about it when they want to reference a car that’s closely tied to engineering and design changes.
The Porsche 911 is a long-running sports car known for its distinctive rear-engine layout and evolution over many generations. It often comes up in conversations about engineering and design because Porsche has continually refined the platform while keeping the core identity recognizable. In a podcast context, it may be mentioned as a reference point for a major, ongoing transition in automotive hardware and design thinking.
charging unit
"And the Tesla chargers, unless they're broken, you hook the charging unit right back into the cradle. These other chargers across the way were dirty."
The charging unit is the actual charger machine you plug the car into. How the cable is stored and managed matters because it changes how easy (or annoying) it is to charge.
The charging unit is the physical EV charger hardware that provides power to the vehicle. In the transcript, the speaker contrasts Tesla’s charging setup (connector returned to a cradle) with other brands’ messier cable management, which affects usability.
DC fast-charging
"Again, for its electric, we are working on charging and we're solving it for what we call a laser focus on cities. And going back to my design background..."
DC fast-charging is the “quick charge” style for EVs. Instead of charging slowly, it sends higher power to the battery so you can get back on the road faster.
DC fast-charging is a method of charging an EV that uses direct current to deliver much higher power than standard AC charging. Higher power means shorter charging sessions, which is why it’s central to public charging networks and city-focused charging design.
user experience (UX) for EV charging
"you're talking about what is basically called a user experience or the experience of actually design and how that plays into using a charger. And this is what we really wanted to understand..."
User experience (UX) for EV charging is about making charging feel easy and predictable. It’s not just the charger’s power—it’s also how the cable, parking spot, and steps work together so you don’t have to struggle.
User experience (UX) in EV charging means designing the charger and its surroundings so drivers can use it easily, safely, and consistently. This includes cable routing, connector storage, stall layout, and how intuitive the process feels—especially in public places where people may be unfamiliar with the system.
Gen 1 charging
"what we call Gen 1 charging did wrong. So the question is, do you start from designing the unit and then figure out where you're going to put it?"
“Gen 1 charging” means the first wave of public EV chargers and how they were set up. The speaker is saying those early setups weren’t great for real-world driver convenience, so they’re trying to do it better.
“Gen 1 charging” refers to an early generation of public EV charging design and deployment approaches. The speaker’s point is that earlier charging implementations got usability wrong, prompting a redesign focused on city use and better driver experience.
designing the charger vs designing the placement
"So the question is, do you start from designing the unit and then figure out where you're going to put it?"
They’re debating whether you build the charger first and then find a spot for it, or whether you plan the parking spot and driver behavior first. In real life, where the charger sits and how the cable reaches can make charging much easier or much harder.
This is a product/design philosophy question: whether you design the charging hardware first and then choose where to install it, or whether you start with the location and user flow and design the charging solution around that. For public charging, placement and layout can be as important as the charger itself for usability and safety.
detachable cable
"It sits on the curb. It has no attached cable. So we're importing the European standard of a detachable cable..."
A detachable cable means the cable can be removed from the charger. That can make it easier to replace if it gets damaged and can reduce problems in public charging areas.
A detachable cable design separates the charger head from the cable, which can reduce wear and damage compared with fixed cables. It also helps with maintenance and replacement, and can improve safety and usability in public installations.
Flow
"...how come there's not thousands of chargers that are already in the ground in cities like New York? ... So Flow has a curbside program with Con Edison and DOT here in New York City."
Flow is the company being discussed that sets up EV chargers in public curbside locations. They’re described as having a program that works with the local utility and city agencies.
Flow is referenced as the company running a curbside charging program in New York City. The segment attributes high utilization and specific deployment choices (like curbside placement and partnerships) to Flow’s approach.
Con Edison
"So Flow has a curbside program with Con Edison and DOT here in New York City... each one of those chargers costs Con Edison about $180,000 to install because they're all doing a direct utility connection."
Con Edison is the local electric company for New York City. If you want an EV charger to work reliably, you need the utility to provide and connect the electricity.
Con Edison is the electric utility serving New York City, so it’s central to how much power can be delivered to chargers and what it costs to connect them. In this segment, they’re described as installing chargers via direct utility connections.
curbside program
"So Flow has a curbside program with Con Edison and DOT here in New York City. It has astronomical utilization, 89% utilization across these chargers."
Instead of charging only at home or in a private lot, a curbside program puts EV chargers along public streets. That means the city and the power company have to help make the power and placement work.
A curbside charging program is an approach to place EV chargers in public street locations rather than only in private garages. It typically requires coordination with local utilities and city agencies to manage permits, power delivery, and charger placement.
DOT
"So Flow has a curbside program with Con Edison and DOT here in New York City. It has astronomical utilization, 89% utilization across these chargers."
DOT is the city agency that manages roads and curb space. If you want to put chargers on the curb, you usually need DOT approval and coordination.
DOT refers to the city’s Department of Transportation, which typically controls curb access, permits, and street infrastructure changes. In curbside charging, DOT involvement is often required for charger placement and compliance.
reservation systems on public spaces
"...drivers messaging each other. I'm pulling out, you can pull in right now because you can't do reservation systems on public spaces."
They’re saying you can’t easily “book” a public charger like a parking spot. So drivers may coordinate in other ways to avoid showing up when someone else is using it.
The segment notes that reservation systems can be difficult or not feasible for chargers in public spaces. That affects how utilization is managed and can lead to informal coordination among drivers to reduce wait times.
direct utility connection
"...you can't do reservation systems on public spaces. And each one of those chargers costs Con Edison about $180,000 to install because they're all doing a direct utility connection, basically 10 feet down below street level..."
A direct utility connection is when the charger gets power straight from the power grid through a dedicated setup. It usually costs more because it involves more electrical infrastructure work.
A direct utility connection means the charger is fed straight from the utility’s distribution system rather than from a nearby building panel or shared source. This often requires trenching and electrical work, which is why it can be expensive and slow to deploy.
spare capacity in buildings
"What it's electric did instead is you said, well, what is everywhere that has adequate power that we could just tap into? And the answer was buildings. So we use spare capacity and buildings to power public charging infrastructure."
Instead of running new power lines from the street, the idea is to use extra unused electricity capacity already available in buildings. That can make public charging cheaper and faster to roll out.
Using spare capacity in buildings means tapping into unused electrical headroom from existing building service panels to power public chargers. This can lower installation cost and speed up deployment versus building new direct utility connections.
Dodge Charger
"... to 220, 240, and then you've got your level two charger. What it's electric did instead is you said, well..."
The Dodge Charger is a larger sedan from Dodge that’s known for strong performance. In the podcast context, it sounds like the discussion is about how charging works and how an electric version would use different charging “levels.”
The Dodge Charger is a full-size American sedan that’s best known for its performance-focused trims and muscle-car heritage. It’s frequently discussed in the context of how powertrains and charging/energy strategies are changing, especially when the conversation touches on “levels” of charging and electrification. That makes it a natural vehicle to mention when comparing how different versions handle energy use and driving needs.
Level 2 cable
"...I've got my tote bag here and I've got my cable inside my tote bag. And if you were in Europe, the cable comes with the car that level two cable comes with the car."
Level 2 charging is the faster kind of home/public charging that usually uses a 240-volt outlet. The “cable” is the part that plugs into the car and carries electricity from the charger to the battery.
“Level 2” refers to a higher-power EV charging standard than basic Level 1, typically using 240V AC. The cable is the physical connector and wiring that delivers that power from the charger to the car, and its availability can vary by region and charging network.
CAC
"...it does not yet because we don't have a network of detachable cable chargers. So it's electric right now distributes the cables to drivers when they sign up to use one of our chargers in the neighborhood. It's part of our CAC."
CAC is being used as a strategy term for how they get customers to start using the chargers. In this context, distributing cables is part of that growth plan.
CAC here appears to mean a customer acquisition/activation strategy tied to distributing charging equipment to drivers. The key idea is that the cable distribution is part of how the company grows usage in a neighborhood.
public charger cable damage
"And the cable is the first component that breaks on a public charger... People just drop it... And then so you have basically just you have negligence, you have wear and tear..."
They’re saying the cable is usually the part that gets damaged first at public charging spots. People may drop it or leave it exposed, and weather can make it wear out faster.
The segment highlights that the cable is often the first component to fail or get damaged on public chargers due to how drivers handle it. The discussion ties mechanical wear, user behavior, and environmental exposure to cable reliability.
freeze and thaw
"...environmental factors such as weather. So we just went through multiple freezes here in New York City over the winter. Montreal has a lot of problems in regards to winterization and freeze and thaw..."
In winter, temperatures can freeze and then thaw repeatedly. That can be rough on outdoor charging cables and connections because moisture gets in and materials expand and contract.
Freeze-thaw cycles can stress outdoor EV charging hardware and cables by repeatedly expanding and contracting materials and by exposing connectors to moisture. This can accelerate wear, corrosion, and insulation degradation in cold climates.
BMW i3
"[592.0s] Which one do you have again, Ed? What do you have? [593.9s] I have a BMW i3, which I love. A great little car. [598.0s] It's not an EV though. [599.5s] It is. Yeah. Mine doesn't have the range extender. It's a pure EV."
The BMW i3 is an electric BMW. Some i3s can include a small range-extender system, but this one is described as a pure EV with no range extender.
The BMW i3 is a compact electric car from BMW. In this discussion, the host distinguishes between an i3 with a range extender (a small generator) and a pure battery-electric i3 without it.
public charging
"[604.3s] Oh, it is. Yeah. I'm beginning to experience like the relatively unreliable reality of a lot of [611.8s] public charging. So this idea, and you know, I have I have a little 120 cable that we haven't [617.1s] gotten to level two yet."
Public charging refers to using charging stations outside your home, typically at workplaces, retail locations, or along highways. The episode frames it as a reliability challenge, where chargers may fail or be inconsistent, affecting real-world EV ownership.
120 cable
"[611.8s] public charging. So this idea, and you know, I have I have a little 120 cable that we haven't [617.1s] gotten to level two yet."
A 120V charging cable is the basic charger you can plug into a normal wall outlet. It charges more slowly than Level 2, so you may need public charging more often.
A “120 cable” typically means a Level 1 EV charging setup using a standard 120V household outlet. The episode implies it’s slower and that the speaker hasn’t upgraded to Level 2 yet, which affects how often they rely on public charging.
level two
"[622.2s] regularly. I'm gonna have, you know, a dryer plug installed in my parents house so I can put a [626.6s] level two and plug straight in there."
Level 2 is a faster way to charge an EV at home using a 240-volt outlet. It’s usually quicker than plugging into a regular 120-volt outlet.
Level 2 charging is an EV charging standard that uses 240V AC power, typically delivering much faster charging than standard household outlets (Level 1). The discussion connects Level 2 installation at home to reducing dependence on unreliable public chargers.
uptime requirement
"[642.3s] right? The the Build Back Better Infrastructure Bill like tied incentives to I think it was [647.3s] like 80% uptime or there was an uptime requirement, which in my anecdotal experience, [652.3s] it feels like we're still not meeting."
Uptime requirement means the chargers are supposed to work a certain percentage of the time. The hosts are saying the real-world results may not be hitting those targets.
An “uptime requirement” is a policy or contract metric that measures how often chargers are operational. The episode references government incentives tied to uptime targets (e.g., 80% uptime), and questions whether real-world performance meets those goals.
touch pads on exterior locations
"[674.4s] whole bunch of other issues, which goes again back to design. So touch pads on exterior locations. [681.1s] So anything that's basically a touch pad in the sun."
Some chargers use touch buttons outside. In very hot, sunny places, those touch controls can stop working well, making the charger harder to use.
Touch-pad interfaces on outdoor EV chargers can become unreliable in extreme heat and direct sun because the electronics and sensors may degrade or behave inconsistently. The episode specifically calls out hot climates as a problem area for these user interfaces.
Arizona
"[681.1s] So anything that's basically a touch pad in the sun. Yeah, Arizona, a big problem. [687.8s] nothing works there. Exactly."
Arizona is used as an example of a hot climate where outdoor EV charger touch interfaces can fail. The episode suggests that environmental conditions like intense sun and heat can directly impact charger usability.
Eschemorphism
"[709.1s] there's there's the term is escaping me right now. Eschemorphism. Are you familiar with that? [714.8s] Okay, oh my god, three people just nodded yes. That is a first. So that's exactly like, why does [721.8s] the folder on your desktop look like a folder and not like a cookie?"
This is a design idea where something new looks like something old so it feels familiar. Here, the charger looks like a gas pump because that’s what people already understand.
“Eschomorphism” (likely referring to “skeuomorphism”) is a design approach where digital or physical interfaces mimic real-world objects. In this context, the speaker argues that early EV chargers were designed to look like gas pumps because people are familiar with that shape and interaction.
EV chargers
"[732.6s] gen one EV chargers look like gas pumps, because the engineers were like, well, people in the US [738.2s] go like this, I'm gesturing to take a gas hose out and to put it into my car with fuel, why wouldn't [745.1s] they want to replicate that for charging their car when we all know it's a lot more equivalent to [749.7s] just plugging in a phone."
The episode discusses how early (“gen one”) EV chargers were designed to resemble gas pumps, and why that matters for user experience. The speaker emphasizes designing charger placement and form factor around real-world charging behavior and locations like parking lots.
point of sale
"[768.5s] And just the other thing that I've noticed that seems to be a somewhat common point of [772.6s] failure, although maybe one that's easier to fix, but is the point of sale piece of it? How do you [777.5s] handle the point of sale, the transaction? Is that with the physical thing? Is it just through [781.4s] the app?"
Point of sale is basically the checkout/payment step. With charging, it’s the part that decides whether you can start charging and how you pay for it.
“Point of sale” refers to how the charging session is paid for and authorized. The speaker notes that reliability issues can come from the payment/transaction workflow, whether it’s handled by a physical interface or an app.
tap to pay
"[787.4s] Yeah, again, belt and suspenders. So you can transact on our chargers via the app, [792.8s] you can tap to pay."
Tap to pay means you pay by bringing your card or phone close to the charger’s payment reader—no swiping or typing needed.
“Tap to pay” is a contactless payment method where you authorize payment by tapping a card or phone on the charger. The speaker lists it as one of the transaction options for using their chargers.
direct to vehicle coordination
"[792.8s] you can tap to pay. And then of course, there's going to be direct to vehicle coordination [796.9s] through proofstanders as well, where you just plug in charge."
This is the idea that when you plug the car in, the car and charger work together so charging starts with less hassle. Instead of you doing lots of steps, it’s more like “plug in and go.”
“Direct to vehicle coordination” describes coordinating charging directly with the car, rather than relying solely on the charger’s payment UI or a separate app flow. The speaker ties it to “plug in charge,” implying the vehicle can communicate to start/authorize charging.
plug and charge
"Yeah, it's a very good point. And you're right that the vanguard of Tesla having it just be plug and charge is where we want everything to be."
Plug-and-charge means you just plug the EV in and it starts charging automatically. You don’t have to scan an app or swipe a card first.
Plug-and-charge is an EV charging workflow where you connect the cable and the car automatically authenticates and starts charging without using an app or card. It relies on standardized communication between the vehicle and charger to reduce friction at the pump.
CEC
"...we're actually, I'm skipping ahead a little bit, but we're working with the CEC to make our chargers in the same exact form factor to make these bi-directional..."
CEC is mentioned as a group helping standardize charger hardware so bi-directional charging can work smoothly. The goal is fewer compatibility headaches for drivers.
CEC is referenced as a partner involved in making chargers compatible in a standardized form factor. In practice, this kind of coordination matters because bi-directional charging needs consistent hardware interfaces to work reliably across vehicles and chargers.
bi-directional charging
"...we're working with the CEC to make our chargers in the same exact form factor to make these bi-directional over the next two and a half years..."
Bi-directional charging means your EV can act like a battery you can use both ways. It can charge from the grid, and later it can send power back out to help your home or the grid.
Bi-directional charging lets an EV send electricity back out through the charger, not just take power in. This enables functions like powering a building during outages or returning energy to the grid, depending on the system design and local utility rules.
V2G
"So the bi-directional components. So you anticipate that in the future, a critical mass of EVs will be capable of bi-directional charging or power return to the grid, and that you will enable them to be selling that power back to the grid at scale... And V2G is very nascent."
V2G means your EV can send electricity back to the electric grid. Instead of only using power, it can also help the grid when there’s high demand or shortages.
V2G (vehicle-to-grid) is the idea that EVs can export electricity back to the power grid. It typically requires bi-directional hardware, grid/utility agreements, and software coordination so EVs can participate in energy markets—often starting with limited pilots before scaling.
Ford
"...So Kia, Hyundai, Honda, VW, GM, Ford support it."
Ford is mentioned as one of the brands whose EVs can support sending power back out. That helps make V2G more likely to happen at scale.
Ford is included in the set of automakers said to support bi-directional charging capability. The episode uses this to argue that a critical mass of EVs could become V2G-ready.
Volkswagen
"...So Kia, Hyundai, Honda, VW, GM, Ford support it."
Volkswagen is included in the brands that support bi-directional charging. That’s important because it suggests V2G could scale beyond just one company.
Volkswagen is listed among automakers whose EVs support bi-directional charging capability. This reinforces the idea that V2G readiness is spreading across multiple OEMs.
GM
"...So Kia, Hyundai, Honda, VW, GM, Ford support it."
GM is listed as a brand whose EVs can support bi-directional charging. That means the technology is not just experimental or limited to one maker.
GM is mentioned as supporting bi-directional charging capability in some vehicles. In the episode’s framing, this is evidence that V2G-capable cars are already available from multiple major automakers.
Kia
"So right now, in terms of who can actually do that, it's a surprising amount of vehicles that have that capability... So Kia, Hyundai, Honda, VW, GM, Ford support it."
Kia is listed as a brand whose EVs can support sending power back out (bi-directional capability).
Kia is mentioned as one of the automakers whose vehicles support bi-directional charging capability. The takeaway is that multiple mainstream brands are already moving toward V2G-ready hardware/software.
Hyundai
"...So Kia, Hyundai, Honda, VW, GM, Ford support it. And other OEMs are looking to activate this feature through over-the-air software updates."
Hyundai is included in the list of brands whose EVs can potentially send power back out. That’s part of what makes V2G more realistic over time.
Hyundai is mentioned as supporting bi-directional charging capability in certain EVs. This supports the broader claim that V2G isn’t limited to a single manufacturer.
Honda
"...So Kia, Hyundai, Honda, VW, GM, Ford support it. And other OEMs are looking to activate this feature through over-the-air software updates."
Honda is mentioned as one of the automakers with EVs that can support bi-directional charging. That means the car could potentially help power the grid later.
Honda is cited as having EVs capable of bi-directional charging. The episode uses this to show that vehicle readiness for V2G is broader than many people expect.
over-the-air software updates
"...other OEMs are looking to activate this feature through over-the-air software updates. So this is all in play."
Over-the-air updates are software updates that you install remotely, like updating your phone. Here, the idea is that cars could gain new charging features through those updates.
Over-the-air (OTA) updates let automakers enable or unlock features remotely after the car is sold. In this context, it’s how some OEMs plan to activate bi-directional charging capability without requiring a dealer visit.
EVs as "batteries on wheels"
"back to what are sort of core focuses of cities, they're just big batteries on wheels. And so, you know, I prepared myself for this podcast..."
They’re saying EVs aren’t just cars that use electricity—they’re also like big storage units. If a lot of EVs are parked, they can help move energy around when the city needs it.
The host frames EVs as mobile energy storage—essentially large batteries that can store electricity and then use it (or potentially return energy) when needed. This idea supports grid-balancing and city energy management, especially when many vehicles are parked and available.
robo-taxis
"So would its electric be able to then be a charging provider to robo-taxis? We would love to do that."
Robo-taxis are self-driving cars that give rides like a taxi or rideshare. If they need to charge, the city has to plan where and when that happens.
“Robo-taxis” are autonomous ride-hailing vehicles operating as a service. The key point here is that their charging needs depend on fleet scheduling and where vehicles idle/park between trips, which drives how charging infrastructure must be planned.
depot charging
"And then these conversations around depot charging and the EVs driving themselves out to depots and then driving themselves back into the cities in the morning."
Depot charging refers to charging EV fleets at centralized locations (depots) rather than relying only on public chargers. The discussion connects it to fleet operations where vehicles drive to depots off-hours and return to service in the morning.
ride-share vehicles
"for example, there's 80,000 ride share vehicles in New York City. And if they all needed to go to Queens to charge up at night..."
They’re talking about large groups of cars used for rideshare. When you have thousands of them, charging planning becomes a logistics problem, not just a “find a charger” problem.
The segment uses ride-share fleet size (e.g., 80,000 vehicles) to illustrate charging demand and routing constraints. For EV planning, fleet vehicles behave differently than private cars because they follow schedules and return to specific service areas.
localized charging infrastructure for city fleets
"So we actually do need to have charging infrastructure localized within the cities where the EVs are operating..."
They’re saying you can’t just put charging far away and expect fleets to handle it. If too many cars have to travel to charge, it wastes hours and disrupts service.
The speaker argues that charging must be localized within cities where EVs operate, using ride-share fleet examples to show that sending large numbers of EVs to distant chargers creates major time bottlenecks. This is essentially a capacity-and-logistics planning concept for fleet electrification.
Waymo
"Well, I mean, Waymo's total fleet that they tell us publicly is like more than 3,000. So let's just say 3,500. It's possibly much larger than that. But that's spread out over 11 cities"
Waymo is a self-driving taxi company. They run robotaxis in several cities, and the number of cars they have affects how much charging infrastructure those cities need.
Waymo is Alphabet’s autonomous-vehicle company that operates robotaxi services in multiple U.S. cities. In this segment, the hosts discuss Waymo’s publicly stated fleet size and how it’s distributed across markets, which matters for scaling and infrastructure planning.
robot taxi going up to a curbside charger
"do you talk about things that could break easily and like repeated use and a robot taxi going up to a curbside charger, which has some sort of, unless there's a person there to plug it in, there's a robotic arm situation."
A robot taxi still has to charge, and curbside charging is tricky because there’s no person there to plug it in. The car and charger have to work together every time, reliably.
This describes the operational challenge of charging autonomous robotaxis at the curb without a human plugging in. It introduces reliability and safety concerns because the system must handle frequent, repeatable docking and connection under real-world conditions.
robotic arm
"unless there's a person there to plug it in, there's a robotic arm situation. So during CES this past year, Hyundai was like displaying a few kind of charging situations."
Instead of a person plugging in the charger, a robot arm does it automatically. Since it’s used a lot, it can wear out or break, so the system has to be designed to keep working.
A robotic arm in this context is an automated mechanism that physically connects a charging cable to a vehicle. For high-utilization fleets, the arm becomes a wear-and-failure point, so uptime and maintenance planning are critical.
EB inductive charging
"me think of like a pallet with an EB inductive charging that would go like underneath it, would you probably be the thing that would make the most sense is the vehicle going over it, in terms of design and like not having other parts"
Inductive charging is “wireless” charging: the road or a pad sends power to the car using magnets. The car has to line up correctly, and the charging spot has to be installed safely in the right place.
Inductive charging uses electromagnetic fields to transfer energy from a pad in the ground to a receiver on the vehicle, without a direct cable connection. The hosts are considering a design where the vehicle drives over an inductive pad, which could reduce moving parts like cable handling but adds requirements for precise positioning and infrastructure placement.
CapEx
"But when you look at the CapEx on depots in terms of like a real estate parcel in Brooklyn or San Francisco, maybe you'll get an open parcel for a million dollars if you're lucky, right?"
CapEx means the big upfront money you spend to build something. In this case, it’s the cost of land and installing charging hardware.
CapEx (capital expenditures) are upfront costs required to build or expand infrastructure, like buying land and installing charging equipment. Here, the hosts use CapEx to explain why depot charging can be financially challenging.
fast charger
"and then each stall for a fast charger, quarter of a million dollars, right? So your payback on a depot is long and it's problematic."
A fast charger is a charger that can charge an EV much quicker than a standard outlet. The hosts point out that each fast-charging spot costs a lot to install.
A fast charger is a high-power EV charging station designed to reduce charging time, often using DC fast charging. The segment highlights the high per-stall cost for fast chargers, which drives the overall economics of depot charging.
charging curves
"So cars have radically different charging curves. How do you manage that? Do you manage the way Tesla does?"
Charging doesn’t stay the same speed the whole time. As the battery gets fuller, most EVs slow down charging, and different cars slow down differently. That affects how long a charger is tied up.
“Charging curves” describe how a battery’s charging speed changes over time as it fills up. Different EVs (and even different battery states) taper power at different rates, so a charger can be “occupied” for longer even if the user thinks they’re just topping up.
overstay
"Do you manage the way Tesla does? So like after a certain period of time, if charging is maxed out, you penalize them or there's like an overstay. In New York City, there's so many alternate side of the street parking spots."
Overstay is when someone keeps a charging spot longer than they need. If their battery is already full (or charging has slowed a lot), the charger is still blocked for other drivers. Some systems nudge or penalize that behavior.
“Overstay” here means a driver keeping a charger occupied after their vehicle has reached a desired state of charge (or after charging has effectively maxed out). Networks may penalize or notify users to free up the charger for others, especially in dense urban areas.
alternate side of the street parking
"In New York City, there's so many alternate side of the street parking spots. Do you service those? Like what are the mechanics of this?"
This is a rule in some cities where you have to move your car on a schedule so the street can be cleaned. For charging, it matters because if you’re required to move, you can’t always leave the car plugged in as long as you want.
“Alternate side of the street parking” is a city parking rule where drivers must move vehicles periodically to allow street cleaning. In the context of EV charging, it affects how long cars can remain plugged in and whether charging networks need to coordinate notifications and enforcement.
20 to 100%
"Yeah, our goal is to be able to allow drivers to charge their battery from 20 to 100% on a long dwell time overnight charge."
They’re talking about charging most of the way—starting around 20% battery and going up to full—overnight. The point is to help drivers without tying up chargers during short, busy daytime periods.
The episode discusses a target charging window of roughly 20% to 100% state of charge during long overnight dwell times. That’s a practical strategy for maximizing driver convenience while managing charger availability in crowded cities.
dwell time
"Yeah, our goal is to be able to allow drivers to charge their battery from 20 to 100% on a long dwell time overnight charge. So we really want to encourage those long time chargers."
Dwell time just means how long the car is sitting there plugged in. If cars stay longer, fewer cars can use the charger each day. That’s why networks care about overnight vs quick daytime charging.
“Dwell time” is how long a vehicle stays parked at a charger. Charging operations depend heavily on dwell time because it determines how many charging sessions a single curbside spot can support per day.
opportunistic two or three hour daytime charges
"We're not looking for do we're not looking for opportunistic two or three hour daytime charges. And so for that long overnight dwell time, we make sure that we don't penalize them."
They’re contrasting planned overnight charging with quick daytime top-ups. Quick sessions can still clog up the limited curbside chargers if lots of people try to do them at the same time.
This refers to short, daytime charging sessions that happen opportunistically rather than as planned overnight charging. The logistics challenge is that short sessions can still create congestion if many drivers arrive at once, reducing availability for others.
long term red review
"...we push it to the city that we're working with for them to do a long term red review, which means are they going to have a bike lane planned in a year?"
A “long term review” (described here as a red review) is a planning/approval process with the city to understand future infrastructure changes. The goal is to avoid placing chargers where road projects—like bike lanes or bus lanes—are planned soon.
curbside EV charging spot
"...are they going to have a bike lane planned in a year? Are they going to have a bus lane planned in three years, in which case we don't want to put a curbside EV charging spot there."
This is an EV charger placed at the curb, near where people park. The city has to approve it because road space is limited and future projects (like bike lanes) can change where chargers can go.
A curbside EV charging spot is a charging location installed along the street in front of a building or property. It typically requires city planning approval because it can affect future road changes like bike lanes or bus lanes.
electric panel
"...we then do really quick evaluation of the electric panel in that building. And then once they are approved for the capacity..."
The electric panel is like the building’s power hub. Before installing a charger, they check if the building has enough electrical “room” to handle it.
An electric panel (electrical service panel) is the building’s main distribution point for power. For EV charging, the panel must have enough available capacity to safely run the charger without overloading.
capacity approval
"...once they are approved for the capacity, they sign an agreement with us that mirrors the terms..."
Capacity approval means the building’s electrical system and the utility/city requirements can support the charger’s power draw. Without it, the charger could be unsafe or require costly upgrades.
5, 10, 15 years agreement duration
"...mirrors the terms in terms of the number of years we are allowed to be in a particular city. So five, 10, 15 years... Can you unpack... what duration..."
They’re talking about how many years the charger can stay in that spot—like 5, 10, or 15. That matters because both the city and the property owner want to know how long the arrangement lasts.
The agreement duration (five, 10, or 15 years) defines how long the operator is allowed to install and operate the charger in a specific city/location. Longer terms typically provide stability for the operator’s investment and the property owner’s expected payments.
passive income
"...then there's a charger in front of their building and they're earning passive income every quarter."
In this context, passive income refers to regular earnings the property owner receives without actively operating the charger. It’s tied to the revenue-sharing agreement rather than the building’s own energy use.
revenue sharing (rev share)
"...they're earning passive income every quarter. Right now our SF chargers... around $1,300 across two quarters... the building is just getting that sweetener of rev share every quarter."
Revenue sharing (rev share) is a business model where the charging operator shares a portion of charger-related revenue with the property owner. In this segment, the building receives quarterly payments as a “sweetener,” while the operator pays the electricity cost directly.
separately metered
"...because I see what it is, the charger is separately metered, so we're not reimbursing the building for energy."
Separately metered means the charger’s electricity usage is measured independently from the rest of the building. This allows the operator to pay the charging energy cost directly instead of reimbursing the building.
curbside charging
"...first we had to convince people that curbside charging made sense in their cities. And then from there, we started to see a few RFPs heard to come out."
Curbside charging means charging your electric car at a charger placed along the street, near where you park. It helps people who can’t install a charger at home, like in apartments.
Curbside charging is installing EV charging equipment in public street parking areas so drivers can charge where they already park. It’s especially important in cities where many residents don’t have home garages or dedicated off-street parking.
RFPs
"...we started to see a few RFPs heard to come out. So of the four RFPs for curbside charging..."
An RFP is a public request from a city asking companies to submit plans and pricing to do a project. If a company wins, it often gets permission to provide that service in that city.
RFPs (Requests for Proposals) are formal bids cities issue when they want to hire a company to deliver a service or project. In EV charging, winning an RFP can grant the operator the right to install and run chargers in a defined area.
greenfield
"It's a pretty amazing greenfield that we're in right now. Again, we're not going up against Gen 1 charging."
A greenfield situation means there’s a new opportunity where things aren’t set up yet. It’s like building the first version of a service in a place before lots of competitors show up.
In business, a “greenfield” opportunity means building something new from the ground up in a market that hasn’t been fully developed yet. Here, it suggests curbside charging is still early enough that there’s room to establish infrastructure and relationships.
exclusive rights to operate
"...In some cases, it's exclusive. And that becomes a massive moat for us..."
Exclusive rights mean the city lets one company be the main provider for charging in that area. That can make it easier for the company to plan and invest because they’re not competing immediately.
Exclusive operating rights mean the city grants one operator the sole authority to run charging services in a defined area or contract scope. This can reduce competition and help the operator recoup investment by securing a predictable customer base.
city procurement or city contracting process
"...I don't know if any of you have ever been through a city procurement or a city contracting process. It's usually about a year from start to finish."
City procurement is the formal process a municipality uses to select vendors for services, often involving timelines, requirements, and contract negotiations. The speaker emphasizes that once a contract is awarded, the city typically doesn’t re-bid immediately, creating stability for the winning operator.
faster charger distinction
"...when most people think of the, of the charger, especially a faster charger, which I guess is the distinction, right? They think this is something you use once on a road trip..."
They’re saying people often think of chargers as something you use mainly for long trips. But in a neighborhood setup, the goal is usually convenient charging you can use more regularly.
The speaker notes that many people associate “the charger” with faster charging, especially for road trips. In urban curbside contexts, the charging experience may be more about frequent, convenient top-ups than occasional long-distance charging.
on-street residential parking
"We're in the neighborhood where there's on street residential parking. Where people rely on the street as their, as their garage."
In some neighborhoods, people park on the street because they don’t have driveways. That means they can’t easily charge at home, so charging has to be available nearby.
The segment highlights that many dense urban residents rely on on-street parking instead of private driveways/garages. That reality changes how charging must be designed—often requiring public or shared solutions rather than home charging.
neighborhood charger
"even an EV with... a small battery... you don't need to charge every single night... We charge maybe once a week... a neighborhood charger could really... be boosting adoption for a huge number of people."
A neighborhood charger is a shared charging spot for people who can’t charge at home. The idea is that EVs don’t always need daily charging, so one shared charger can help a lot of neighbors.
A “neighborhood charger” refers to a shared charging setup serving multiple residents in an area where home charging isn’t feasible. The hosts argue that because many EV owners don’t need to charge every night, one shared charger can support many drivers.
EV adoption differences by city (SF vs Boston)
"in some cities, like SF has our highest utilization... But then you have Boston... Michelle Wu... wants to have a public charger than a five minute walk of every Bostonian... EV adoption is much lower in Boston."
They compare two cities to show that EV adoption isn’t the same everywhere. Where charging and supportive policies line up, more people buy EVs.
This segment contrasts San Francisco and Boston as examples of how local policy and charging deployment affect EV adoption. The hosts use city-level outcomes to illustrate why utilization can vary widely even when chargers are installed.
chicken-and-egg problem
"So what happens in Boston, again, is we get the chicken egg, all egg effect, basically the chargers go in, and either we get great utilization like SF, or we get lower utilization like Boston..."
They describe a “chicken-and-egg” dynamic: chargers get installed, but if EV adoption is low, utilization stays low; conversely, if chargers aren’t available, adoption can’t grow. This feedback loop affects how successful charging deployments are in different cities.
S&P Global
"some numbers from S&P Global where they looked at EV owners going back to buy another car and whether they go gas or hybrid or electric."
S&P Global is referenced as the source of data about EV owners and their likelihood to buy another vehicle and choose gas, hybrid, or electric. In this context, it’s being used to support a data-driven argument about what drives repeat EV purchases.
West Coast vs East Coast EV adoption
"What was really most interesting about it was how much the West Coast stands out in terms of EV buyers. They rebuy EVs at a much higher rate on the West Coast."
They’re talking about how EV ownership seems to “stick” more in one part of the country than another. The idea is that better charging access makes people more willing to buy and keep EVs.
The segment discusses how EV buyers on the West Coast rebuy EVs at a higher rate than on the East Coast. The hosts attribute the difference largely to regional charging infrastructure and the resulting user experience.
EV infrastructure
"And the most data-driven answer that I got was infrastructure. That's the key differentiator in West Coast cities, from East Coast cities in terms of that EV infrastructure."
EV infrastructure is basically the charging network around you. If there are more reliable chargers nearby, people feel more confident buying and keeping an EV.
EV infrastructure refers to the network of charging options—home charging, workplace charging, and public fast chargers—plus how easy they are to access and use. When infrastructure is better in a region, EV adoption and repeat EV purchases tend to be higher.
charging plan
"they're making sure that the buyer has what they call a charging plan. Either they check off the box, it says, I have a home charger, I'm good to go."
A charging plan is a clear plan for where you’ll plug in your EV. Instead of hoping you’ll find chargers later, it helps you know what to do before you buy.
A charging plan is a structured way to ensure an EV buyer knows where they’ll charge day-to-day and on longer trips. In the segment, the speaker contrasts this with older approaches that just pointed buyers to a generic charging network.
Mercedes Starbucks charging network
"Or if they don't have that home charger, they make sure and it's not what it was five years ago where it's like, oh here uses the Mercedes Starbucks charging network. It's not that."
They’re describing an earlier strategy where EV buyers were told to use a particular charging network. The speaker’s criticism is that it didn’t guarantee the buyer would have convenient charging where they live and drive.
The speaker references an older, less-specific approach to charging access—pointing buyers to a branded charging network. The point is that simply naming a network isn’t enough; the buyer still needs to know where they’ll actually charge in their routine.
public chargers
"[1954.2s] public chargers are near you and because of our ability to literally put a charger anywhere [1958.4s] where there's a building and a curb, there's a really great relationship for us to be able"
Public chargers are EV charging stations you can use even if you don’t have a charger at home. They’re important because not everyone can install charging where they live.
“Public chargers” are charging stations available to anyone, typically located in public or semi-public areas like streets, parking lots, and near businesses. The discussion frames them as an infrastructure solution that can be deployed widely.
utilization backstop
"[1961.9s] ...they can help us ensure that we [1966.6s] have that utilization backstop. I'm about to bite the bullet on it."
They’re describing a way to make sure the charger gets used enough to be worth installing. It’s like having a safety net so the business doesn’t lose money if usage is low.
A “utilization backstop” is a business/operations term meaning the charging provider has a guaranteed or supported level of charger usage. In practice, it’s meant to reduce the risk that a charger sits idle.
36 hours to do a full charge
"[2016.0s] ...we literally only charge once a week or so. And with this right now, [2022.5s] it takes like 36 hours to do a full charge. This will cut that dramatically."
They’re saying that with a slower charging setup, it can take a very long time—like about a day and a half—to fully charge. Faster home charging can cut that time a lot.
The speaker contrasts slow charging versus faster Level 2 charging by citing a “full charge” taking about 36 hours. This highlights how charging speed depends on the power level and can affect whether home charging is convenient.
neighborhood model
"[2028.0s] ...it’s nice to have it yourself. But the idea that every EV owner has to have their own charger, I think, is also something that we can reexamine, right? And I think this neighborhood [2041.1s] model is a really provocative way of doing that."
They’re talking about sharing chargers in a neighborhood instead of everyone buying their own. That can make EV charging more affordable, especially for people who don’t have a driveway.
The “neighborhood model” is an approach where EV charging is shared locally rather than each household owning a dedicated charger. The idea is to reduce the upfront cost burden while still improving access for people who park on the street.
VMTs
"[2055.1s] ...you're not charging every night, except if you are a rideshare driver. So we can kind of like back into the whole Uber [2061.0s] thing. So rideshare drivers put five times more VMTs on their car than anybody else."
VMTs are just a measure of how many miles cars drive. If rideshare drivers rack up way more miles, they’ll need charging more often.
VMTs means Vehicle Miles Traveled—how many miles a vehicle covers over time. The speaker uses it to argue that rideshare drivers rack up far more mileage, which increases charging needs.
Uber and Lyft majority electric by 2030 (New York Law 104, Green Rides Initiative; LA similar)
"[2061.0s] ...rideshare drivers put five times more VMTs on their car than anybody else. [2066.8s] 80,000 rideshare drivers in New York City... [2071.9s] ...requires here in New York for Uber, Lyft, TLC to be majority electric by 2030."
They mention rules in New York (and similar efforts in LA) that aim to get most ride-hailing cars electric by 2030. That matters because electric cars need charging infrastructure to support all that driving.
The segment references policy requirements pushing ride-hail fleets (Uber, Lyft, and related companies) toward being “majority electric” by 2030. These kinds of mandates directly affect charging demand and infrastructure planning.
rent my charger out to Uber drivers
"[2078.0s] And the barrier there again is infrastructure. I'll tell you what, talk to Uber. Let's figure [2083.7s] out a way where I can rent my charger out to Uber drivers. They can come in and then, you know,"
They’re suggesting letting Uber drivers use your charger for a fee. The goal is to make the charger get used more, so it’s not sitting idle.
This describes a charging-as-a-service idea: monetizing a home or neighborhood charger by allowing ride-hail drivers to use it. It’s a practical way to increase charger utilization and lower costs for the owner.
fair use
"you can start seeing like what's fair use. So when you were looking at where you're going to put these, like in what neighborhoods, how are you thinking through that"
“Fair use” here refers to the practical rules and norms that determine how shared EV charging access should be allocated. When there’s a high concentration of drivers (including rideshare drivers), the question becomes how to prevent one group from monopolizing limited charging spots.
two chargers on a block
"we always want to have at least two chargers on a block because it's a frustrating user experience if there's one and it's occupied. So you want to increase the odds that someone's going to have access to that spot."
The episode describes a reliability/availability strategy: placing at least two chargers on a block to reduce the chance that a single charger is occupied. This is essentially capacity planning for user access and minimizing “waiting for a free plug” frustration.
choosy
"So you do what we call a choosy and then we locate them on what we call juicy corners. We like expressions here at its electric."
They use a special term for how they pick where chargers go. The goal is to choose spots that work well for both daytime use and overnight charging.
“Choosy” is used as a project-specific term for how they select and place charging locations. In context, it’s part of their planning method to improve both daytime and overnight charging availability.
juicy corners
"we locate them on what we call juicy corners. We like expressions here at its electric. So a juicy corner coined by our project director Judy Chang is a corner that is residential high density but then overlaps with a commercial corridor."
They call certain street corners “juicy” because they’re in neighborhoods where lots of people live nearby and also near businesses. That mix helps charging work during the day and again overnight.
“Juicy corners” are defined as locations that are residential high-density but also overlap with a commercial corridor. This hybrid placement supports both opportunistic daytime charging and consistent overnight charging.
opportunistic daytime charging
"So this way we can get opportunistic daytime charging as well as that consistent overnight charge where that charger is being used every single night."
This is charging that happens during the day when people are already out doing things. The idea is to make it convenient, not just something you can do overnight.
Opportunistic daytime charging means drivers can charge during the day when they’re out and about, rather than relying only on overnight charging. The episode ties this to charger placement near commercial corridors.
consistent overnight charge
"as well as that consistent overnight charge where that charger is being used every single night."
Consistent overnight charging refers to EV charging demand that repeats nightly, typically when vehicles are parked at home or nearby. The hosts use it to justify location planning that supports predictable usage.
spread these out
"And then what we want to do is always make sure that we're kind of spreading these out. So we don't want to have 25 chargers on a block. That would be a weird experience for that neighborhood."
The episode discusses distributing chargers across neighborhoods rather than concentrating too many in one place. They argue that too many chargers on a single block can create a “weird experience,” implying a balance between accessibility and local impact.
knowledge share
"So we help socialize. We help pilot. We make sure that they knowledge share what they've"
Knowledge sharing here refers to how the startup helps cities learn from pilots and share lessons learned about curbside EV charging. It’s an organizational concept about scaling infrastructure by transferring operational know-how.
infrastructure layer
"They come up with plans. They come up with budgets because we're really building out a new layer of infrastructure."
They mean EVs need more than cars—they need supporting systems like charging locations and the power setup behind them. That takes planning and coordination.
“Building out a new layer of infrastructure” refers to expanding the systems needed for EVs to work at scale—especially charging networks, permitting, grid upgrades, and operational planning. It’s a reminder that charging deployment is an ecosystem, not just buying chargers.
charging is a social problem
"It is a social problem. Charging is a social problem."
They’re saying EV charging isn’t only about building the hardware. It also depends on how communities plan, make rules, and get people to work together so charging is actually usable.
The phrase frames EV charging as more than a technical engineering challenge—it's also about people, policy, and community coordination. Real-world charging rollout depends on stakeholder alignment (cities, utilities, property owners, and drivers) and on how well charging fits into daily life.
plug in your car when you park on the street
"...which is just doing something really basic, which shouldn't be that complicated, which is just making sure you can plug in your car when you park on the street."
They’re talking about charging while your car is parked on the street. That’s important for people who don’t have a driveway or garage charger.
This highlights the “curbside charging” use case: enabling EV drivers to charge while parked on public streets rather than relying on private garages or driveways. Curbside charging is often the hardest segment to scale because it requires location planning, permitting, and power access.
level one
"And this charger is, it's like, I think, a blink. And it's like level one. And it's like broken."
Level 1 is the slowest way to charge most electric cars. It usually uses regular home electricity, so it’s great for charging over many hours, like overnight.
“Level 1” charging is the slowest common charging tier for EVs, usually using standard household power. Because it’s slower, it’s often best for overnight charging or situations where you don’t need a quick turnaround.
range anxiety
"And so I think that just the whole idea of a neighborhood charger, to me, it just really feels like such a natural evolution of a lot of the learning that's come along that process."
Range anxiety is the fear that your electric car’s battery won’t last long enough to get where you need to go. Better access to chargers nearby helps reduce that worry.
Range anxiety is the worry that an EV won’t have enough battery to reach a destination or a charger. It’s a key reason charging infrastructure—especially convenient, local options—has been a major focus as EV adoption grows.
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