{"version":"1.0.0","segments":[{"speaker":"Aubrey Gunnels","startTime":50.78,"endTime":53.18,"body":"And it's not and"},{"speaker":"Aubrey Gunnels","startTime":50.78,"endTime":53.18,"body":"no EV person is sitting here"},{"speaker":"Aubrey Gunnels","startTime":53.18,"endTime":56.78,"body":"being like 100% of the US fleet"},{"speaker":"Aubrey Gunnels","startTime":53.18,"endTime":56.78,"body":"is going to be Evie, even if 20%"},{"speaker":"Aubrey Gunnels","startTime":57.14,"endTime":61.82,"body":"of the EV of the US fleet, so"},{"speaker":"Aubrey Gunnels","startTime":57.14,"endTime":61.82,"body":"all vehicles on the road are EV."},{"speaker":"Aubrey Gunnels","startTime":62.0,"endTime":66.92,"body":"That is 20% of cars need to be"},{"speaker":"Aubrey Gunnels","startTime":62.0,"endTime":66.92,"body":"able to have a place to to get"},{"speaker":"Aubrey Gunnels","startTime":66.92,"endTime":71.56,"body":"fuel, and that is EV charging."},{"speaker":"Aubrey Gunnels","startTime":66.92,"endTime":71.56,"body":"So we think that's really"},{"speaker":"Aubrey Gunnels","startTime":71.56,"endTime":75.52,"body":"important, and then as we see"},{"speaker":"Aubrey Gunnels","startTime":71.56,"endTime":75.52,"body":"public programs go away, we"},{"speaker":"Aubrey Gunnels","startTime":75.52,"endTime":79.12,"body":"really need to prioritize"},{"speaker":"Aubrey Gunnels","startTime":75.52,"endTime":79.12,"body":"getting private investment in"},{"speaker":"Aubrey Gunnels","startTime":79.12,"endTime":82.48,"body":"the EV space and to not be"},{"speaker":"Aubrey Gunnels","startTime":79.12,"endTime":82.48,"body":"scared of the space. The space"},{"speaker":"Aubrey Gunnels","startTime":82.48,"endTime":88.0,"body":"is certainly still growing, and"},{"speaker":"Aubrey Gunnels","startTime":82.48,"endTime":88.0,"body":"the underwriting is not simple,"},{"speaker":"Aubrey Gunnels","startTime":88.0,"endTime":90.46000000000001,"body":"but it's certainly achievable."},{"speaker":"Aubrey Gunnels","startTime":88.0,"endTime":90.46000000000001,"body":"Are"},{"speaker":"intro","startTime":90.46000000000001,"endTime":93.53999999999999,"body":"you speeding the energy"},{"speaker":"intro","startTime":90.46000000000001,"endTime":93.53999999999999,"body":"transition here at the Clean"},{"speaker":"intro","startTime":93.53999999999999,"endTime":96.66,"body":"Power Hour, our host, Tim"},{"speaker":"intro","startTime":93.53999999999999,"endTime":96.66,"body":"Montague, bring you the best in"},{"speaker":"intro","startTime":96.66,"endTime":100.56,"body":"solar, batteries and clean"},{"speaker":"intro","startTime":96.66,"endTime":100.56,"body":"technologies every week. Want to"},{"speaker":"intro","startTime":100.56,"endTime":104.7,"body":"go deeper into decarbonization."},{"speaker":"intro","startTime":100.56,"endTime":104.7,"body":"We do too. We're here to help"},{"speaker":"intro","startTime":104.7,"endTime":107.75999999999999,"body":"you understand and command the"},{"speaker":"intro","startTime":104.7,"endTime":107.75999999999999,"body":"commercial, residential and"},{"speaker":"intro","startTime":107.75999999999999,"endTime":111.98,"body":"utility, solar, wind and storage"},{"speaker":"intro","startTime":107.75999999999999,"endTime":111.98,"body":"industries. So let's get to it"},{"speaker":"intro","startTime":112.16,"endTime":114.8,"body":"together. We can speed the"},{"speaker":"intro","startTime":112.16,"endTime":114.8,"body":"energy transition"},{"speaker":"Tim Montague","startTime":116.52,"endTime":118.41,"body":"charging"},{"speaker":"Tim Montague","startTime":116.52,"endTime":118.41,"body":"infrastructure for"},{"speaker":"Tim Montague","startTime":118.44,"endTime":121.74,"body":"electrification of"},{"speaker":"Tim Montague","startTime":118.44,"endTime":121.74,"body":"transportation, that is the"},{"speaker":"Tim Montague","startTime":121.74,"endTime":124.89,"body":"topic we're taking a deep dive"},{"speaker":"Tim Montague","startTime":121.74,"endTime":124.89,"body":"on today. Welcome to the Clean"},{"speaker":"Tim Montague","startTime":124.89,"endTime":128.46,"body":"Power Hour. Check out all of our"},{"speaker":"Tim Montague","startTime":124.89,"endTime":128.46,"body":"content at cleanpowerhour.com."},{"speaker":"Tim Montague","startTime":128.79000000000002,"endTime":132.06,"body":"Please give us a rating and a"},{"speaker":"Tim Montague","startTime":128.79000000000002,"endTime":132.06,"body":"review on Apple or Spotify and"},{"speaker":"Tim Montague","startTime":132.06,"endTime":136.35,"body":"tell a friend about the show. My"},{"speaker":"Tim Montague","startTime":132.06,"endTime":136.35,"body":"guest today is Aubrey Gunnels."},{"speaker":"Tim Montague","startTime":136.38,"endTime":140.4,"body":"She is the CEO and founder of 3v"},{"speaker":"Tim Montague","startTime":136.38,"endTime":140.4,"body":"infrastructure. Welcome to the"},{"speaker":"Tim Montague","startTime":140.4,"endTime":140.73000000000002,"body":"show,"},{"speaker":"Aubrey Gunnels","startTime":141.39,"endTime":144.39,"body":"right? Happy to"},{"speaker":"Aubrey Gunnels","startTime":141.39,"endTime":144.39,"body":"hear be here. Tim, this is"},{"speaker":"Tim Montague","startTime":144.39,"endTime":146.25,"body":"a unique"},{"speaker":"Tim Montague","startTime":144.39,"endTime":146.25,"body":"conversation. I've never really"},{"speaker":"Tim Montague","startTime":146.25,"endTime":149.91,"body":"geeked out on infrastructure, on"},{"speaker":"Tim Montague","startTime":146.25,"endTime":149.91,"body":"on charging infrastructure, so"},{"speaker":"Tim Montague","startTime":149.94,"endTime":154.38,"body":"I'm very happy to bring this. Of"},{"speaker":"Tim Montague","startTime":149.94,"endTime":154.38,"body":"course, we solar and storage"},{"speaker":"Tim Montague","startTime":154.38,"endTime":157.68,"body":"professionals are also"},{"speaker":"Tim Montague","startTime":154.38,"endTime":157.68,"body":"electrification professionals,"},{"speaker":"Tim Montague","startTime":157.95,"endTime":162.09,"body":"and charging infrastructure is"},{"speaker":"Tim Montague","startTime":157.95,"endTime":162.09,"body":"part and parcel of the work that"},{"speaker":"Tim Montague","startTime":162.09,"endTime":167.82,"body":"we do in the CNI solar and"},{"speaker":"Tim Montague","startTime":162.09,"endTime":167.82,"body":"storage space. And I have seen"},{"speaker":"Tim Montague","startTime":167.82,"endTime":172.41,"body":"the future. Aubrey, I have been"},{"speaker":"Tim Montague","startTime":167.82,"endTime":172.41,"body":"to Northern Europe, and EVs are"},{"speaker":"Tim Montague","startTime":172.41,"endTime":176.67000000000002,"body":"ubiquitous, and the charging"},{"speaker":"Tim Montague","startTime":172.41,"endTime":176.67000000000002,"body":"infrastructure is ubiquitous."},{"speaker":"Tim Montague","startTime":177.09,"endTime":181.26,"body":"They are 10 years ahead of us."},{"speaker":"Tim Montague","startTime":177.09,"endTime":181.26,"body":"Literally. I was also a model Y"},{"speaker":"Tim Montague","startTime":181.26,"endTime":185.49,"body":"owner for a year and a half, and"},{"speaker":"Tim Montague","startTime":181.26,"endTime":185.49,"body":"I understand intimately the"},{"speaker":"Tim Montague","startTime":186.0,"endTime":189.81,"body":"good, the bad and the ugly of"},{"speaker":"Tim Montague","startTime":186.0,"endTime":189.81,"body":"owning an EV and traveling"},{"speaker":"Tim Montague","startTime":189.81,"endTime":194.19,"body":"around the Midwest and traveling"},{"speaker":"Tim Montague","startTime":189.81,"endTime":194.19,"body":"long distances to the East"},{"speaker":"Tim Montague","startTime":194.19,"endTime":199.8,"body":"Coast. And mostly it really"},{"speaker":"Tim Montague","startTime":194.19,"endTime":199.8,"body":"worked. But ultimately, range"},{"speaker":"Tim Montague","startTime":199.8,"endTime":204.87,"body":"anxiety did kill the model Y for"},{"speaker":"Tim Montague","startTime":199.8,"endTime":204.87,"body":"me, because I go to rural parts"},{"speaker":"Tim Montague","startTime":204.9,"endTime":209.04,"body":"of the upper Midwest. But"},{"speaker":"Tim Montague","startTime":204.9,"endTime":209.04,"body":"Aubrey, I digress. Tell us a"},{"speaker":"Tim Montague","startTime":209.04,"endTime":212.58,"body":"little bit about yourself and"},{"speaker":"Tim Montague","startTime":209.04,"endTime":212.58,"body":"why you started 3v"},{"speaker":"Aubrey Gunnels","startTime":213.21,"endTime":216.54,"body":"definitely. And"},{"speaker":"Aubrey Gunnels","startTime":213.21,"endTime":216.54,"body":"we hear everything from clients"},{"speaker":"Aubrey Gunnels","startTime":216.54,"endTime":220.59,"body":"of whether they've had an EV and"},{"speaker":"Aubrey Gunnels","startTime":216.54,"endTime":220.59,"body":"as you've done so, it's not,"},{"speaker":"Aubrey Gunnels","startTime":220.65,"endTime":223.5,"body":"it's not the time, but maybe"},{"speaker":"Aubrey Gunnels","startTime":220.65,"endTime":223.5,"body":"later. And then we have clients"},{"speaker":"Aubrey Gunnels","startTime":223.5,"endTime":228.0,"body":"that own two EVs per household."},{"speaker":"Aubrey Gunnels","startTime":223.5,"endTime":228.0,"body":"So it really, really changes and"},{"speaker":"Aubrey Gunnels","startTime":228.0,"endTime":231.63,"body":"depends on people's driving"},{"speaker":"Aubrey Gunnels","startTime":228.0,"endTime":231.63,"body":"habits. But, but, yeah, so opera"},{"speaker":"Aubrey Gunnels","startTime":231.63,"endTime":237.0,"body":"gunnels, I'm the founder and co"},{"speaker":"Aubrey Gunnels","startTime":231.63,"endTime":237.0,"body":"founder and CEO of 3v we are a"},{"speaker":"Aubrey Gunnels","startTime":237.0,"endTime":242.01,"body":"charge point operator, so a CPO"},{"speaker":"Aubrey Gunnels","startTime":237.0,"endTime":242.01,"body":"for Level Two charging level two"},{"speaker":"Aubrey Gunnels","startTime":242.01,"endTime":245.64000000000001,"body":"charging for any guests that"},{"speaker":"Aubrey Gunnels","startTime":242.01,"endTime":245.64000000000001,"body":"don't know it's you can charge"},{"speaker":"Aubrey Gunnels","startTime":245.64000000000001,"endTime":248.7,"body":"your card about four to six"},{"speaker":"Aubrey Gunnels","startTime":245.64000000000001,"endTime":248.7,"body":"hours when it's at rest, so"},{"speaker":"Aubrey Gunnels","startTime":248.7,"endTime":252.21,"body":"similar to how you would charge"},{"speaker":"Aubrey Gunnels","startTime":248.7,"endTime":252.21,"body":"your phone when you're sleeping"},{"speaker":"Aubrey Gunnels","startTime":252.21,"endTime":257.7,"body":"or at work, etc. And we own and"},{"speaker":"Aubrey Gunnels","startTime":252.21,"endTime":257.7,"body":"operate chargers, especially in"},{"speaker":"Aubrey Gunnels","startTime":257.7,"endTime":260.15999999999997,"body":"the multi family spaces where"},{"speaker":"Aubrey Gunnels","startTime":257.7,"endTime":260.15999999999997,"body":"we're focusing now and are"},{"speaker":"Aubrey Gunnels","startTime":260.15999999999997,"endTime":264.63,"body":"really trying to bridge the gap"},{"speaker":"Aubrey Gunnels","startTime":260.15999999999997,"endTime":264.63,"body":"of access to to chargers for"},{"speaker":"Aubrey Gunnels","startTime":264.63,"endTime":268.23,"body":"people that live in multi family"},{"speaker":"Aubrey Gunnels","startTime":264.63,"endTime":268.23,"body":"buildings. About 31% of"},{"speaker":"Aubrey Gunnels","startTime":268.23,"endTime":271.68,"body":"Americans live in multi family"},{"speaker":"Aubrey Gunnels","startTime":268.23,"endTime":271.68,"body":"buildings. Only about 5% of"},{"speaker":"Aubrey Gunnels","startTime":271.68,"endTime":274.77,"body":"those buildings have chargers"},{"speaker":"Aubrey Gunnels","startTime":271.68,"endTime":274.77,"body":"right now, and we also know"},{"speaker":"Aubrey Gunnels","startTime":274.77,"endTime":279.57,"body":"about 80% of charging happens at"},{"speaker":"Aubrey Gunnels","startTime":274.77,"endTime":279.57,"body":"home. So as we look at EV"},{"speaker":"Aubrey Gunnels","startTime":279.57,"endTime":283.32,"body":"adoption and who owns an EV,"},{"speaker":"Aubrey Gunnels","startTime":279.57,"endTime":283.32,"body":"it's very highly skewed towards"},{"speaker":"Aubrey Gunnels","startTime":283.32,"endTime":288.57,"body":"single family homeowners. So"},{"speaker":"Aubrey Gunnels","startTime":283.32,"endTime":288.57,"body":"we're really built out to do so"},{"speaker":"Aubrey Gunnels","startTime":288.96000000000004,"endTime":292.62,"body":"I would say me and my co founder"},{"speaker":"Aubrey Gunnels","startTime":288.96000000000004,"endTime":292.62,"body":"got into the space by one. I was"},{"speaker":"Aubrey Gunnels","startTime":292.62,"endTime":296.90999999999997,"body":"working at a CNI solar fund, and"},{"speaker":"Aubrey Gunnels","startTime":292.62,"endTime":296.90999999999997,"body":"then I was and then my co"},{"speaker":"Aubrey Gunnels","startTime":296.90999999999997,"endTime":299.90999999999997,"body":"founder, Ben, was working at a"},{"speaker":"Aubrey Gunnels","startTime":296.90999999999997,"endTime":299.90999999999997,"body":"EV charging software company,"},{"speaker":"Aubrey Gunnels","startTime":300.12,"endTime":303.78,"body":"and we were really focusing in"},{"speaker":"Aubrey Gunnels","startTime":300.12,"endTime":303.78,"body":"this level two space. And it"},{"speaker":"Aubrey Gunnels","startTime":303.78,"endTime":306.21000000000004,"body":"became very clear that there was"},{"speaker":"Aubrey Gunnels","startTime":303.78,"endTime":306.21000000000004,"body":"just a lack of infrastructure"},{"speaker":"Aubrey Gunnels","startTime":306.21000000000004,"endTime":309.6,"body":"dollars in the space. There's a"},{"speaker":"Aubrey Gunnels","startTime":306.21000000000004,"endTime":309.6,"body":"lot of hardware providers. It's"},{"speaker":"Aubrey Gunnels","startTime":309.6,"endTime":313.02,"body":"almost a commodity. There's a"},{"speaker":"Aubrey Gunnels","startTime":309.6,"endTime":313.02,"body":"lot of software vendors, but"},{"speaker":"Aubrey Gunnels","startTime":313.02,"endTime":315.29999999999995,"body":"really there's a big gap, and"},{"speaker":"Aubrey Gunnels","startTime":313.02,"endTime":315.29999999999995,"body":"thinking about level two"},{"speaker":"Aubrey Gunnels","startTime":315.29999999999995,"endTime":319.5,"body":"charging as an infrastructure."},{"speaker":"Aubrey Gunnels","startTime":315.29999999999995,"endTime":319.5,"body":"So we're and it functions kind"},{"speaker":"Aubrey Gunnels","startTime":319.5,"endTime":323.22,"body":"of like infrastructure, as in,"},{"speaker":"Aubrey Gunnels","startTime":319.5,"endTime":323.22,"body":"it's a long hold asset, it"},{"speaker":"Aubrey Gunnels","startTime":323.25,"endTime":327.84000000000003,"body":"requires construction, etc, but"},{"speaker":"Aubrey Gunnels","startTime":323.25,"endTime":327.84000000000003,"body":"it is consumer driven risk. It"},{"speaker":"Aubrey Gunnels","startTime":327.84000000000003,"endTime":332.15999999999997,"body":"is small checks times 1000s of"},{"speaker":"Aubrey Gunnels","startTime":327.84000000000003,"endTime":332.15999999999997,"body":"properties, which is a little"},{"speaker":"Aubrey Gunnels","startTime":332.15999999999997,"endTime":334.47,"body":"bit different than other types"},{"speaker":"Aubrey Gunnels","startTime":332.15999999999997,"endTime":334.47,"body":"of infrastructure. Types of"},{"speaker":"Aubrey Gunnels","startTime":334.47,"endTime":337.16999999999996,"body":"infrastructure. So really trying"},{"speaker":"Aubrey Gunnels","startTime":334.47,"endTime":337.16999999999996,"body":"to redefine the market in that"},{"speaker":"Aubrey Gunnels","startTime":337.16999999999996,"endTime":338.52,"body":"sense, yeah,"},{"speaker":"Tim Montague","startTime":338.52,"endTime":342.78,"body":"you know the when"},{"speaker":"Tim Montague","startTime":338.52,"endTime":342.78,"body":"I, when I got my EV, I installed"},{"speaker":"Tim Montague","startTime":342.78,"endTime":347.15999999999997,"body":"the level two charger. This is a"},{"speaker":"Tim Montague","startTime":342.78,"endTime":347.15999999999997,"body":"50 amp charger that I put in my"},{"speaker":"Tim Montague","startTime":347.15999999999997,"endTime":352.98,"body":"garage. It was about $500 all"},{"speaker":"Tim Montague","startTime":347.15999999999997,"endTime":352.98,"body":"in. I hired an electrician. I"},{"speaker":"Tim Montague","startTime":352.98,"endTime":357.69000000000005,"body":"just put a big 50 amp plug and"},{"speaker":"Tim Montague","startTime":352.98,"endTime":357.69000000000005,"body":"then plug my Tesla into that. It"},{"speaker":"Tim Montague","startTime":357.69000000000005,"endTime":361.95000000000005,"body":"worked great. But you it does"},{"speaker":"Tim Montague","startTime":357.69000000000005,"endTime":361.95000000000005,"body":"take several hours to charge the"},{"speaker":"Tim Montague","startTime":361.95000000000005,"endTime":365.4,"body":"vehicle. You don't want to try"},{"speaker":"Tim Montague","startTime":361.95000000000005,"endTime":365.4,"body":"to charge your EV on level one,"},{"speaker":"Tim Montague","startTime":365.4,"endTime":368.22,"body":"if you're traveling any kind of"},{"speaker":"Tim Montague","startTime":365.4,"endTime":368.22,"body":"distances, that's just a joke,"},{"speaker":"Tim Montague","startTime":368.22,"endTime":372.36,"body":"in my opinion. No bueno. But"},{"speaker":"Tim Montague","startTime":368.22,"endTime":372.36,"body":"level two is the real deal, and"},{"speaker":"Tim Montague","startTime":372.36,"endTime":376.65,"body":"most people do charge their EVs"},{"speaker":"Tim Montague","startTime":372.36,"endTime":376.65,"body":"at home. The average commute in"},{"speaker":"Tim Montague","startTime":376.65,"endTime":379.23,"body":"America is, like, 40 miles, I"},{"speaker":"Tim Montague","startTime":376.65,"endTime":379.23,"body":"think something like that,"},{"speaker":"Tim Montague","startTime":379.23,"endTime":384.75,"body":"right? So it's totally doable,"},{"speaker":"Tim Montague","startTime":379.23,"endTime":384.75,"body":"but if you don't own your home,"},{"speaker":"Tim Montague","startTime":385.53,"endTime":389.13,"body":"you can't necessarily make an"},{"speaker":"Tim Montague","startTime":385.53,"endTime":389.13,"body":"upgrade to the garage or"},{"speaker":"Tim Montague","startTime":389.13,"endTime":393.39,"body":"whatever you have access to and"},{"speaker":"Tim Montague","startTime":389.13,"endTime":393.39,"body":"install a level two charger. And"},{"speaker":"Tim Montague","startTime":393.39,"endTime":398.52,"body":"so that is an impediment for"},{"speaker":"Tim Montague","startTime":393.39,"endTime":398.52,"body":"renters or multi family"},{"speaker":"Tim Montague","startTime":399.48,"endTime":403.59000000000003,"body":"dwellers. As you indicated, 30%"},{"speaker":"Tim Montague","startTime":399.48,"endTime":403.59000000000003,"body":"of our population, that's a big"},{"speaker":"Tim Montague","startTime":403.59000000000003,"endTime":407.1,"body":"chunk of our population, so we"},{"speaker":"Tim Montague","startTime":403.59000000000003,"endTime":407.1,"body":"desperately need more EV"},{"speaker":"Tim Montague","startTime":407.1,"endTime":412.77,"body":"infrastructure in a multi family"},{"speaker":"Tim Montague","startTime":407.1,"endTime":412.77,"body":"space. What is the basic"},{"speaker":"Tim Montague","startTime":412.79999999999995,"endTime":417.0,"body":"business model that 3b is"},{"speaker":"Tim Montague","startTime":412.79999999999995,"endTime":417.0,"body":"chasing and"},{"speaker":"Aubrey Gunnels","startTime":417.03,"endTime":419.37,"body":"to and even to"},{"speaker":"Aubrey Gunnels","startTime":417.03,"endTime":419.37,"body":"piggyback on what you just said,"},{"speaker":"Aubrey Gunnels","startTime":419.37,"endTime":422.73,"body":"it's it's not that real estate"},{"speaker":"Aubrey Gunnels","startTime":419.37,"endTime":422.73,"body":"owners haven't tried to tackle"},{"speaker":"Aubrey Gunnels","startTime":422.73,"endTime":427.5,"body":"this issue. It is to work across"},{"speaker":"Aubrey Gunnels","startTime":422.73,"endTime":427.5,"body":"most real estate portfolio"},{"speaker":"Aubrey Gunnels","startTime":427.5,"endTime":432.41999999999996,"body":"owners own properties across"},{"speaker":"Aubrey Gunnels","startTime":427.5,"endTime":432.41999999999996,"body":"states, so to install across"},{"speaker":"Aubrey Gunnels","startTime":432.41999999999996,"endTime":436.08000000000004,"body":"jurisdictions, to install at"},{"speaker":"Aubrey Gunnels","startTime":432.41999999999996,"endTime":436.08000000000004,"body":"scale, to install across a"},{"speaker":"Aubrey Gunnels","startTime":436.08000000000004,"endTime":439.38,"body":"portfolio, requires almost an"},{"speaker":"Aubrey Gunnels","startTime":436.08000000000004,"endTime":439.38,"body":"entire person that's dedicated"},{"speaker":"Aubrey Gunnels","startTime":439.38,"endTime":443.30999999999995,"body":"to that rollout, and the ROI"},{"speaker":"Aubrey Gunnels","startTime":439.38,"endTime":443.30999999999995,"body":"doesn't normally meet that. So"},{"speaker":"Aubrey Gunnels","startTime":443.85,"endTime":446.46000000000004,"body":"we've just seen a lot of"},{"speaker":"Aubrey Gunnels","startTime":443.85,"endTime":446.46000000000004,"body":"struggle across the industry of"},{"speaker":"Aubrey Gunnels","startTime":446.49,"endTime":449.15999999999997,"body":"whether to prioritize it, and"},{"speaker":"Aubrey Gunnels","startTime":446.49,"endTime":449.15999999999997,"body":"how it affects an OI and things"},{"speaker":"Aubrey Gunnels","startTime":449.15999999999997,"endTime":452.4,"body":"of that nature. So that's kind"},{"speaker":"Aubrey Gunnels","startTime":449.15999999999997,"endTime":452.4,"body":"of where we see the value prop."},{"speaker":"Aubrey Gunnels","startTime":453.03,"endTime":457.23,"body":"But what we do is we provide all"},{"speaker":"Aubrey Gunnels","startTime":453.03,"endTime":457.23,"body":"the capex and all the OPEX, so"},{"speaker":"Aubrey Gunnels","startTime":457.23,"endTime":462.05999999999995,"body":"absolutely no cost to the"},{"speaker":"Aubrey Gunnels","startTime":457.23,"endTime":462.05999999999995,"body":"property. And we the drivers pay"},{"speaker":"Aubrey Gunnels","startTime":462.05999999999995,"endTime":465.87,"body":"for electricity through the"},{"speaker":"Aubrey Gunnels","startTime":462.05999999999995,"endTime":465.87,"body":"charges we install. So say the"},{"speaker":"Aubrey Gunnels","startTime":465.87,"endTime":469.62,"body":"building, the building blended"},{"speaker":"Aubrey Gunnels","startTime":465.87,"endTime":469.62,"body":"rate is about like 12 cents,"},{"speaker":"Aubrey Gunnels","startTime":469.65,"endTime":472.02,"body":"then we'll charge an extra 20"},{"speaker":"Aubrey Gunnels","startTime":469.65,"endTime":472.02,"body":"cents on top of that, and that"},{"speaker":"Aubrey Gunnels","startTime":472.02,"endTime":476.01,"body":"is what goes back to paying down"},{"speaker":"Aubrey Gunnels","startTime":472.02,"endTime":476.01,"body":"the infrastructure cost there,"},{"speaker":"Aubrey Gunnels","startTime":476.42999999999995,"endTime":480.65999999999997,"body":"so that way it's no cost to get"},{"speaker":"Aubrey Gunnels","startTime":476.42999999999995,"endTime":480.65999999999997,"body":"into the property, and we'll"},{"speaker":"Aubrey Gunnels","startTime":480.65999999999997,"endTime":483.6,"body":"continue to operate the asset"},{"speaker":"Aubrey Gunnels","startTime":480.65999999999997,"endTime":483.6,"body":"over over the life of a like a"},{"speaker":"Aubrey Gunnels","startTime":483.6,"endTime":484.98,"body":"10 year, 12 year contract."},{"speaker":"Tim Montague","startTime":485.82000000000005,"endTime":490.14,"body":"And so have you"},{"speaker":"Tim Montague","startTime":485.82000000000005,"endTime":490.14,"body":"ever done a an analysis of how"},{"speaker":"Tim Montague","startTime":490.14,"endTime":495.51,"body":"this plays out for consumers,"},{"speaker":"Tim Montague","startTime":490.14,"endTime":495.51,"body":"like the relative cost of"},{"speaker":"Tim Montague","startTime":495.51,"endTime":502.04999999999995,"body":"charging using this financial"},{"speaker":"Tim Montague","startTime":495.51,"endTime":502.04999999999995,"body":"model versus if I were to be"},{"speaker":"Tim Montague","startTime":502.04999999999995,"endTime":507.21000000000004,"body":"able to do it in my garage using"},{"speaker":"Tim Montague","startTime":502.04999999999995,"endTime":507.21000000000004,"body":"just the cost of the"},{"speaker":"Tim Montague","startTime":507.21000000000004,"endTime":510.45000000000005,"body":"electricity, right? There's some"},{"speaker":"Tim Montague","startTime":507.21000000000004,"endTime":510.45000000000005,"body":"additional expense here, because"},{"speaker":"Tim Montague","startTime":510.87,"endTime":513.84,"body":"presumably the consumer is"},{"speaker":"Tim Montague","startTime":510.87,"endTime":513.84,"body":"paying for the infrastructure"},{"speaker":"Tim Montague","startTime":513.84,"endTime":516.0,"body":"upgrade as well, right? Yeah, I"},{"speaker":"Aubrey Gunnels","startTime":516.0,"endTime":518.34,"body":"would say,"},{"speaker":"Aubrey Gunnels","startTime":516.0,"endTime":518.34,"body":"compared to single family home,"},{"speaker":"Aubrey Gunnels","startTime":518.34,"endTime":521.25,"body":"it's, I wouldn't say it's like"},{"speaker":"Aubrey Gunnels","startTime":518.34,"endTime":521.25,"body":"comparable, because you're"},{"speaker":"Aubrey Gunnels","startTime":521.25,"endTime":524.1,"body":"paying for the electricity and"},{"speaker":"Aubrey Gunnels","startTime":521.25,"endTime":524.1,"body":"you paid for the upgrade, etc,"},{"speaker":"Aubrey Gunnels","startTime":524.13,"endTime":526.83,"body":"when it comes to comparing it to"},{"speaker":"Aubrey Gunnels","startTime":524.13,"endTime":526.83,"body":"level three charging so like"},{"speaker":"Aubrey Gunnels","startTime":526.83,"endTime":531.72,"body":"superchargers, um, we definitely"},{"speaker":"Aubrey Gunnels","startTime":526.83,"endTime":531.72,"body":"hit a lower cost per kW than"},{"speaker":"Aubrey Gunnels","startTime":531.75,"endTime":535.05,"body":"those sites. And then you also"},{"speaker":"Aubrey Gunnels","startTime":531.75,"endTime":535.05,"body":"don't have the sunk cost of time"},{"speaker":"Aubrey Gunnels","startTime":535.05,"endTime":539.01,"body":"of sitting at a supercharger for"},{"speaker":"Aubrey Gunnels","startTime":535.05,"endTime":539.01,"body":"45 minutes versus you can just"},{"speaker":"Aubrey Gunnels","startTime":539.01,"endTime":542.82,"body":"charge it when you park and go"},{"speaker":"Aubrey Gunnels","startTime":539.01,"endTime":542.82,"body":"up to bed and wake up the next"},{"speaker":"Aubrey Gunnels","startTime":542.82,"endTime":546.36,"body":"day. Yeah. So there's that. And"},{"speaker":"Aubrey Gunnels","startTime":542.82,"endTime":546.36,"body":"then I would also say, you know,"},{"speaker":"Aubrey Gunnels","startTime":546.36,"endTime":549.78,"body":"charger liability is a huge"},{"speaker":"Aubrey Gunnels","startTime":546.36,"endTime":549.78,"body":"piece of of EV charging. EV"},{"speaker":"Aubrey Gunnels","startTime":549.78,"endTime":554.82,"body":"charging is notorious for a bad"},{"speaker":"Aubrey Gunnels","startTime":549.78,"endTime":554.82,"body":"experience. And we think that's"},{"speaker":"Aubrey Gunnels","startTime":554.97,"endTime":558.06,"body":"because of two things. One, it's"},{"speaker":"Aubrey Gunnels","startTime":554.97,"endTime":558.06,"body":"purely it comes down to the"},{"speaker":"Aubrey Gunnels","startTime":558.06,"endTime":560.85,"body":"economics. If no one is"},{"speaker":"Aubrey Gunnels","startTime":558.06,"endTime":560.85,"body":"incentivized to maintain those"},{"speaker":"Aubrey Gunnels","startTime":560.85,"endTime":564.15,"body":"chargers, then the charges go"},{"speaker":"Aubrey Gunnels","startTime":560.85,"endTime":564.15,"body":"down. That's how capitalism"},{"speaker":"Aubrey Gunnels","startTime":564.15,"endTime":567.9,"body":"works. So there's and so early"},{"speaker":"Aubrey Gunnels","startTime":564.15,"endTime":567.9,"body":"days, there are a lot of bad"},{"speaker":"Aubrey Gunnels","startTime":567.9,"endTime":570.6899999999999,"body":"deals that were done that the"},{"speaker":"Aubrey Gunnels","startTime":567.9,"endTime":570.6899999999999,"body":"contracts just couldn't be"},{"speaker":"Aubrey Gunnels","startTime":570.6899999999999,"endTime":573.66,"body":"maintained. And then the other"},{"speaker":"Aubrey Gunnels","startTime":570.6899999999999,"endTime":573.66,"body":"piece is we have to conduct"},{"speaker":"Aubrey Gunnels","startTime":573.66,"endTime":576.42,"body":"continue to invest in"},{"speaker":"Aubrey Gunnels","startTime":573.66,"endTime":576.42,"body":"maintenance and making sure that"},{"speaker":"Aubrey Gunnels","startTime":576.42,"endTime":579.78,"body":"they are up and someone that is"},{"speaker":"Aubrey Gunnels","startTime":576.42,"endTime":579.78,"body":"responsible and economically"},{"speaker":"Aubrey Gunnels","startTime":579.78,"endTime":585.78,"body":"responsible for them to be to be"},{"speaker":"Aubrey Gunnels","startTime":579.78,"endTime":585.78,"body":"working. So the so the all to"},{"speaker":"Aubrey Gunnels","startTime":585.78,"endTime":590.85,"body":"say the consumers find can have"},{"speaker":"Aubrey Gunnels","startTime":585.78,"endTime":590.85,"body":"more time, like they don't spend"},{"speaker":"Aubrey Gunnels","startTime":590.85,"endTime":594.36,"body":"as much time at chargers to do"},{"speaker":"Aubrey Gunnels","startTime":590.85,"endTime":594.36,"body":"so. And then two, it's still"},{"speaker":"Aubrey Gunnels","startTime":594.36,"endTime":598.0799999999999,"body":"more cost effective than to one,"},{"speaker":"Aubrey Gunnels","startTime":594.36,"endTime":598.0799999999999,"body":"definitely drive an ice vehicle,"},{"speaker":"Aubrey Gunnels","startTime":598.0799999999999,"endTime":601.47,"body":"so a combustion engine vehicle."},{"speaker":"Aubrey Gunnels","startTime":598.0799999999999,"endTime":601.47,"body":"And then two, compared to just"},{"speaker":"Aubrey Gunnels","startTime":601.5,"endTime":604.1999999999999,"body":"relying on the Supercharger"},{"speaker":"Aubrey Gunnels","startTime":601.5,"endTime":604.1999999999999,"body":"network, yeah,"},{"speaker":"Tim Montague","startTime":604.1999999999999,"endTime":606.4499999999999,"body":"it really adds"},{"speaker":"Tim Montague","startTime":604.1999999999999,"endTime":606.4499999999999,"body":"insult to injury when you're"},{"speaker":"Tim Montague","startTime":606.72,"endTime":610.29,"body":"looking for a charger and you"},{"speaker":"Tim Montague","startTime":606.72,"endTime":610.29,"body":"finally find one, and then it's"},{"speaker":"Tim Montague","startTime":610.29,"endTime":614.28,"body":"dysfunctional for some reason"},{"speaker":"Tim Montague","startTime":610.29,"endTime":614.28,"body":"out of commission, and that did"},{"speaker":"Tim Montague","startTime":614.28,"endTime":618.2099999999999,"body":"happen a few times to me. I was"},{"speaker":"Tim Montague","startTime":614.28,"endTime":618.2099999999999,"body":"mostly just charging at Teslas"},{"speaker":"Tim Montague","startTime":618.24,"endTime":621.54,"body":"and at the say, the Tesla"},{"speaker":"Tim Montague","startTime":618.24,"endTime":621.54,"body":"infrastructure seemed pretty"},{"speaker":"Tim Montague","startTime":621.54,"endTime":626.01,"body":"reliable, but it was also fairly"},{"speaker":"Tim Montague","startTime":621.54,"endTime":626.01,"body":"new, so I don't know how it's"},{"speaker":"Tim Montague","startTime":626.04,"endTime":632.8199999999999,"body":"aging, but the other thing that"},{"speaker":"Tim Montague","startTime":626.04,"endTime":632.8199999999999,"body":"I think about around this is,"},{"speaker":"Tim Montague","startTime":632.8199999999999,"endTime":637.23,"body":"how do you decide, based on the"},{"speaker":"Tim Montague","startTime":632.8199999999999,"endTime":637.23,"body":"number of units in a building,"},{"speaker":"Tim Montague","startTime":637.23,"endTime":642.5699999999999,"body":"for example, or a complex what"},{"speaker":"Tim Montague","startTime":637.23,"endTime":642.5699999999999,"body":"number of chargers you want to"},{"speaker":"Tim Montague","startTime":642.5699999999999,"endTime":645.93,"body":"install, what is a sweet spot?"},{"speaker":"Tim Montague","startTime":642.5699999999999,"endTime":645.93,"body":"Yeah, so"},{"speaker":"Aubrey Gunnels","startTime":645.93,"endTime":648.6,"body":"we are very data"},{"speaker":"Aubrey Gunnels","startTime":645.93,"endTime":648.6,"body":"driven when it comes to how many"},{"speaker":"Aubrey Gunnels","startTime":648.6,"endTime":652.56,"body":"we charge, just because we're"},{"speaker":"Aubrey Gunnels","startTime":648.6,"endTime":652.56,"body":"investors. We have to that's a"},{"speaker":"Aubrey Gunnels","startTime":652.56,"endTime":657.39,"body":"huge driver of how many chargers"},{"speaker":"Aubrey Gunnels","startTime":652.56,"endTime":657.39,"body":"to install, because it is"},{"speaker":"Aubrey Gunnels","startTime":657.39,"endTime":659.88,"body":"directly correlated to our"},{"speaker":"Aubrey Gunnels","startTime":657.39,"endTime":659.88,"body":"CapEx. And I would say we know"},{"speaker":"Aubrey Gunnels","startTime":659.88,"endTime":663.3,"body":"that, you know, the demand in LA"},{"speaker":"Aubrey Gunnels","startTime":659.88,"endTime":663.3,"body":"is very different than the"},{"speaker":"Aubrey Gunnels","startTime":663.3,"endTime":668.28,"body":"demand in Charlotte. So we use"},{"speaker":"Aubrey Gunnels","startTime":663.3,"endTime":668.28,"body":"hyper focused, localized data of"},{"speaker":"Aubrey Gunnels","startTime":668.28,"endTime":672.39,"body":"current EV registration within a"},{"speaker":"Aubrey Gunnels","startTime":668.28,"endTime":672.39,"body":"half mile square radius, and"},{"speaker":"Aubrey Gunnels","startTime":672.39,"endTime":675.54,"body":"then apply growth curves of how"},{"speaker":"Aubrey Gunnels","startTime":672.39,"endTime":675.54,"body":"we anticipate that penetration"},{"speaker":"Aubrey Gunnels","startTime":675.72,"endTime":680.25,"body":"and at the address level to be."},{"speaker":"Aubrey Gunnels","startTime":675.72,"endTime":680.25,"body":"And then from there, we have a"},{"speaker":"Aubrey Gunnels","startTime":680.25,"endTime":684.0899999999999,"body":"lot of assumptions around how"},{"speaker":"Aubrey Gunnels","startTime":680.25,"endTime":684.0899999999999,"body":"much, how many kW, what is the"},{"speaker":"Aubrey Gunnels","startTime":684.0899999999999,"endTime":687.5699999999999,"body":"KW demand at that at that"},{"speaker":"Aubrey Gunnels","startTime":684.0899999999999,"endTime":687.5699999999999,"body":"property, based off of the"},{"speaker":"Aubrey Gunnels","startTime":687.5699999999999,"endTime":690.39,"body":"number of people that live in"},{"speaker":"Aubrey Gunnels","startTime":687.5699999999999,"endTime":690.39,"body":"that building, based off of the"},{"speaker":"Aubrey Gunnels","startTime":690.39,"endTime":694.1999999999999,"body":"number of existing drivers based"},{"speaker":"Aubrey Gunnels","startTime":690.39,"endTime":694.1999999999999,"body":"off of what we see as battery"},{"speaker":"Aubrey Gunnels","startTime":694.1999999999999,"endTime":698.37,"body":"efficiency, what we see as the"},{"speaker":"Aubrey Gunnels","startTime":694.1999999999999,"endTime":698.37,"body":"vehicles miles traveled for this"},{"speaker":"Aubrey Gunnels","startTime":698.37,"endTime":703.62,"body":"kind of building. So I would"},{"speaker":"Aubrey Gunnels","startTime":698.37,"endTime":703.62,"body":"say, like, you know, if you live"},{"speaker":"Aubrey Gunnels","startTime":703.65,"endTime":706.17,"body":"30 minutes outside the city,"},{"speaker":"Aubrey Gunnels","startTime":703.65,"endTime":706.17,"body":"you're probably more likely to"},{"speaker":"Aubrey Gunnels","startTime":706.17,"endTime":709.02,"body":"be a commuter versus if you live"},{"speaker":"Aubrey Gunnels","startTime":706.17,"endTime":709.02,"body":"in the middle of the city, your"},{"speaker":"Aubrey Gunnels","startTime":709.05,"endTime":712.3199999999999,"body":"vehicles miles traveled is"},{"speaker":"Aubrey Gunnels","startTime":709.05,"endTime":712.3199999999999,"body":"statistically lower. So really"},{"speaker":"Aubrey Gunnels","startTime":712.3199999999999,"endTime":715.65,"body":"taking into account what is the"},{"speaker":"Aubrey Gunnels","startTime":712.3199999999999,"endTime":715.65,"body":"type of demographic at that"},{"speaker":"Aubrey Gunnels","startTime":715.65,"endTime":718.47,"body":"building, in order to make sure"},{"speaker":"Aubrey Gunnels","startTime":715.65,"endTime":718.47,"body":"that what we're building meets"},{"speaker":"Aubrey Gunnels","startTime":718.47,"endTime":722.85,"body":"the need, both from a not to"},{"speaker":"Aubrey Gunnels","startTime":718.47,"endTime":722.85,"body":"overbuild, but also certainly"},{"speaker":"Aubrey Gunnels","startTime":722.85,"endTime":723.72,"body":"not to under build,"},{"speaker":"Tim Montague","startTime":723.9,"endTime":727.86,"body":"right? And is"},{"speaker":"Tim Montague","startTime":723.9,"endTime":727.86,"body":"there some kind of a rule of"},{"speaker":"Tim Montague","startTime":727.86,"endTime":731.25,"body":"thumb, though, that okay, if"},{"speaker":"Tim Montague","startTime":727.86,"endTime":731.25,"body":"there's 30 units or 100 units in"},{"speaker":"Tim Montague","startTime":731.25,"endTime":737.8199999999999,"body":"a building, you will try to"},{"speaker":"Tim Montague","startTime":731.25,"endTime":737.8199999999999,"body":"include 10% of the parking spots"},{"speaker":"Tim Montague","startTime":737.8199999999999,"endTime":741.5699999999999,"body":"with electric, electric"},{"speaker":"Tim Montague","startTime":737.8199999999999,"endTime":741.5699999999999,"body":"charging. Or what is that rule"},{"speaker":"Tim Montague","startTime":741.5699999999999,"endTime":743.16,"body":"of thumb? The"},{"speaker":"Aubrey Gunnels","startTime":743.16,"endTime":745.62,"body":"rule of thumb is"},{"speaker":"Aubrey Gunnels","startTime":743.16,"endTime":745.62,"body":"like, so location dependent. So"},{"speaker":"Aubrey Gunnels","startTime":745.62,"endTime":748.9499999999999,"body":"I would, but I would say, like"},{"speaker":"Aubrey Gunnels","startTime":745.62,"endTime":748.9499999999999,"body":"we, we, on average, would"},{"speaker":"Aubrey Gunnels","startTime":748.9499999999999,"endTime":754.11,"body":"install, like six to 10, on an"},{"speaker":"Aubrey Gunnels","startTime":748.9499999999999,"endTime":754.11,"body":"average of, like, a 200 unit"},{"speaker":"Aubrey Gunnels","startTime":754.11,"endTime":759.48,"body":"property. Okay, so, and the"},{"speaker":"Aubrey Gunnels","startTime":754.11,"endTime":759.48,"body":"reason we do that is one, we are"},{"speaker":"Aubrey Gunnels","startTime":759.51,"endTime":763.23,"body":"taking inherent risk by building"},{"speaker":"Aubrey Gunnels","startTime":759.51,"endTime":763.23,"body":"before demand exists. Um, a lot,"},{"speaker":"Aubrey Gunnels","startTime":763.23,"endTime":765.8399999999999,"body":"like the majority of EV drivers,"},{"speaker":"Aubrey Gunnels","startTime":763.23,"endTime":765.8399999999999,"body":"again, live in a single family"},{"speaker":"Aubrey Gunnels","startTime":765.8399999999999,"endTime":769.0799999999999,"body":"home, so we are making an"},{"speaker":"Aubrey Gunnels","startTime":765.8399999999999,"endTime":769.0799999999999,"body":"upfront investment with the"},{"speaker":"Aubrey Gunnels","startTime":769.14,"endTime":774.0899999999999,"body":"anticipation that EV drivers"},{"speaker":"Aubrey Gunnels","startTime":769.14,"endTime":774.0899999999999,"body":"will live there. Each property"},{"speaker":"Aubrey Gunnels","startTime":774.0899999999999,"endTime":777.8399999999999,"body":"is going to have its own story"},{"speaker":"Aubrey Gunnels","startTime":774.0899999999999,"endTime":777.8399999999999,"body":"of when that happens. We also"},{"speaker":"Aubrey Gunnels","startTime":777.8399999999999,"endTime":781.65,"body":"know that people buy EVs in the"},{"speaker":"Aubrey Gunnels","startTime":777.8399999999999,"endTime":781.65,"body":"same way that you buy a piece of"},{"speaker":"Aubrey Gunnels","startTime":781.65,"endTime":784.14,"body":"tech. It's because someone"},{"speaker":"Aubrey Gunnels","startTime":781.65,"endTime":784.14,"body":"recommends it to you, because a"},{"speaker":"Aubrey Gunnels","startTime":784.14,"endTime":787.4399999999999,"body":"friend like Doug just for it,"},{"speaker":"Aubrey Gunnels","startTime":784.14,"endTime":787.4399999999999,"body":"because a cousin said something."},{"speaker":"Aubrey Gunnels","startTime":789.0899999999999,"endTime":792.93,"body":"It's so it's really hyper"},{"speaker":"Aubrey Gunnels","startTime":789.0899999999999,"endTime":792.93,"body":"dependent. And I've talked to"},{"speaker":"Aubrey Gunnels","startTime":792.9599999999999,"endTime":795.8399999999999,"body":"many of different investment"},{"speaker":"Aubrey Gunnels","startTime":792.9599999999999,"endTime":795.8399999999999,"body":"funds about this, and they've"},{"speaker":"Aubrey Gunnels","startTime":795.8399999999999,"endTime":798.6899999999999,"body":"said they've continued,"},{"speaker":"Aubrey Gunnels","startTime":795.8399999999999,"endTime":798.6899999999999,"body":"especially across Europe,"},{"speaker":"Aubrey Gunnels","startTime":798.6899999999999,"endTime":802.77,"body":"because, as you stated at the"},{"speaker":"Aubrey Gunnels","startTime":798.6899999999999,"endTime":802.77,"body":"beginning, we're five to 10"},{"speaker":"Aubrey Gunnels","startTime":802.77,"endTime":806.73,"body":"years behind. So just trying to"},{"speaker":"Aubrey Gunnels","startTime":802.77,"endTime":806.73,"body":"find analytic trends of how we"},{"speaker":"Aubrey Gunnels","startTime":806.73,"endTime":810.39,"body":"can tell where is EV adoption"},{"speaker":"Aubrey Gunnels","startTime":806.73,"endTime":810.39,"body":"going to happen? And the answer"},{"speaker":"Aubrey Gunnels","startTime":810.39,"endTime":813.81,"body":"is, it's too impossible to tell,"},{"speaker":"Aubrey Gunnels","startTime":810.39,"endTime":813.81,"body":"like there's no statistical"},{"speaker":"Aubrey Gunnels","startTime":815.16,"endTime":818.4,"body":"except for if there's, of"},{"speaker":"Aubrey Gunnels","startTime":815.16,"endTime":818.4,"body":"course, like policy that's that"},{"speaker":"Aubrey Gunnels","startTime":818.4,"endTime":819.0899999999999,"body":"really resonates."},{"speaker":"Tim Montague","startTime":819.0899999999999,"endTime":822.5699999999999,"body":"So then I guess"},{"speaker":"Tim Montague","startTime":819.0899999999999,"endTime":822.5699999999999,"body":"let's talk about how you're"},{"speaker":"Tim Montague","startTime":822.5699999999999,"endTime":826.89,"body":"attacking the market. I would"},{"speaker":"Tim Montague","startTime":822.5699999999999,"endTime":826.89,"body":"imagine that you're finding big"},{"speaker":"Tim Montague","startTime":826.89,"endTime":830.64,"body":"real estate companies that own"},{"speaker":"Tim Montague","startTime":826.89,"endTime":830.64,"body":"many assets and trying to do"},{"speaker":"Tim Montague","startTime":830.64,"endTime":833.55,"body":"some kind of a master's level"},{"speaker":"Tim Montague","startTime":830.64,"endTime":833.55,"body":"service agreement or something"},{"speaker":"Tim Montague","startTime":833.55,"endTime":834.12,"body":"like that."},{"speaker":"Aubrey Gunnels","startTime":834.54,"endTime":836.67,"body":"Yeah, we work"},{"speaker":"Aubrey Gunnels","startTime":834.54,"endTime":836.67,"body":"with large real estate"},{"speaker":"Aubrey Gunnels","startTime":836.67,"endTime":843.06,"body":"portfolios. So we have two"},{"speaker":"Aubrey Gunnels","startTime":836.67,"endTime":843.06,"body":"segments, one is like about 50,"},{"speaker":"Aubrey Gunnels","startTime":843.81,"endTime":845.79,"body":"I would say 50 in the second,"},{"speaker":"Aubrey Gunnels","startTime":843.81,"endTime":845.79,"body":"and then, like the whale"},{"speaker":"Aubrey Gunnels","startTime":845.79,"endTime":848.85,"body":"segment, that is over 100"},{"speaker":"Aubrey Gunnels","startTime":845.79,"endTime":848.85,"body":"properties in their portfolio."},{"speaker":"Aubrey Gunnels","startTime":848.85,"endTime":852.8399999999999,"body":"Versus we have, you know, a list"},{"speaker":"Aubrey Gunnels","startTime":848.85,"endTime":852.8399999999999,"body":"of 500 multi family owners that"},{"speaker":"Aubrey Gunnels","startTime":852.9,"endTime":856.86,"body":"own an average of 12 properties."},{"speaker":"Aubrey Gunnels","startTime":852.9,"endTime":856.86,"body":"So we work across the gamut, but"},{"speaker":"Aubrey Gunnels","startTime":857.37,"endTime":860.43,"body":"we also can take a lot of"},{"speaker":"Aubrey Gunnels","startTime":857.37,"endTime":860.43,"body":"lessons learned from EV charging"},{"speaker":"Aubrey Gunnels","startTime":860.43,"endTime":864.6899999999999,"body":"companies over the last five"},{"speaker":"Aubrey Gunnels","startTime":860.43,"endTime":864.6899999999999,"body":"years, and we know that going"},{"speaker":"Aubrey Gunnels","startTime":864.72,"endTime":868.38,"body":"door knocking is the ROI on a"},{"speaker":"Aubrey Gunnels","startTime":864.72,"endTime":868.38,"body":"sales team isn't there, and"},{"speaker":"Aubrey Gunnels","startTime":868.38,"endTime":870.9,"body":"that's also how you kill a"},{"speaker":"Aubrey Gunnels","startTime":868.38,"endTime":870.9,"body":"company because of head count."},{"speaker":"Aubrey Gunnels","startTime":871.56,"endTime":874.1999999999999,"body":"So really working at the"},{"speaker":"Aubrey Gunnels","startTime":871.56,"endTime":874.1999999999999,"body":"portfolio level, sure we found"},{"speaker":"Aubrey Gunnels","startTime":925.8899999999999,"endTime":929.0999999999999,"body":"is how we can achieve it at the"},{"speaker":"Aubrey Gunnels","startTime":925.8899999999999,"endTime":929.0999999999999,"body":"multifamily"},{"speaker":"Tim Montague","startTime":930.45,"endTime":932.8499999999999,"body":"Okay, and here's,"},{"speaker":"Tim Montague","startTime":930.45,"endTime":932.8499999999999,"body":"here's a geeky question that my"},{"speaker":"Tim Montague","startTime":932.8499999999999,"endTime":936.69,"body":"listeners will appreciate,"},{"speaker":"Tim Montague","startTime":932.8499999999999,"endTime":936.69,"body":"though, so is the electrical"},{"speaker":"Tim Montague","startTime":936.69,"endTime":944.3699999999999,"body":"infrastructure, like the service"},{"speaker":"Tim Montague","startTime":936.69,"endTime":944.3699999999999,"body":"to the building, a barrier like"},{"speaker":"Tim Montague","startTime":944.3699999999999,"endTime":947.6700000000001,"body":"is, do you have to make service"},{"speaker":"Tim Montague","startTime":944.3699999999999,"endTime":947.6700000000001,"body":"upgrades in the amperage of the"},{"speaker":"Tim Montague","startTime":947.6700000000001,"endTime":951.0899999999999,"body":"service to the building to"},{"speaker":"Tim Montague","startTime":947.6700000000001,"endTime":951.0899999999999,"body":"achieve this? Or is that"},{"speaker":"Tim Montague","startTime":951.0899999999999,"endTime":953.3399999999999,"body":"generally not a problem? It"},{"speaker":"Aubrey Gunnels","startTime":953.3399999999999,"endTime":955.74,"body":"really depends"},{"speaker":"Aubrey Gunnels","startTime":953.3399999999999,"endTime":955.74,"body":"on the class of property. So,"},{"speaker":"Aubrey Gunnels","startTime":955.74,"endTime":958.0799999999999,"body":"for instance, class C"},{"speaker":"Aubrey Gunnels","startTime":955.74,"endTime":958.0799999999999,"body":"properties, or properties that"},{"speaker":"Aubrey Gunnels","startTime":958.0799999999999,"endTime":961.4100000000001,"body":"are built like in the 70s and"},{"speaker":"Aubrey Gunnels","startTime":958.0799999999999,"endTime":961.4100000000001,"body":"before, those we have found to"},{"speaker":"Aubrey Gunnels","startTime":961.4100000000001,"endTime":964.8,"body":"not have enough available power."},{"speaker":"Aubrey Gunnels","startTime":961.4100000000001,"endTime":964.8,"body":"And that's also but if you add"},{"speaker":"Aubrey Gunnels","startTime":964.8,"endTime":968.7,"body":"some load sharing software on"},{"speaker":"Aubrey Gunnels","startTime":964.8,"endTime":968.7,"body":"top, then it kind of depends. I"},{"speaker":"Aubrey Gunnels","startTime":968.7,"endTime":972.06,"body":"would say most Class A and Class"},{"speaker":"Aubrey Gunnels","startTime":968.7,"endTime":972.06,"body":"B types properties, there's"},{"speaker":"Aubrey Gunnels","startTime":972.0899999999999,"endTime":974.9100000000001,"body":"enough house power to build,"},{"speaker":"Aubrey Gunnels","startTime":972.0899999999999,"endTime":974.9100000000001,"body":"especially this first tranche of"},{"speaker":"Aubrey Gunnels","startTime":974.9100000000001,"endTime":975.54,"body":"chargers,"},{"speaker":"Tim Montague","startTime":976.6199999999999,"endTime":979.3799999999999,"body":"the Clean Power"},{"speaker":"Tim Montague","startTime":976.6199999999999,"endTime":979.3799999999999,"body":"Hour is brought to you by CPS"},{"speaker":"Tim Montague","startTime":979.3799999999999,"endTime":982.95,"body":"America, maker of North"},{"speaker":"Tim Montague","startTime":979.3799999999999,"endTime":982.95,"body":"America's number one, three"},{"speaker":"Tim Montague","startTime":982.95,"endTime":986.55,"body":"phase string inverter with over"},{"speaker":"Tim Montague","startTime":982.95,"endTime":986.55,"body":"eight gigawatts shipped in the"},{"speaker":"Tim Montague","startTime":986.55,"endTime":990.0,"body":"US. The CPS product lineup"},{"speaker":"Tim Montague","startTime":986.55,"endTime":990.0,"body":"includes string inverters"},{"speaker":"Tim Montague","startTime":990.0,"endTime":996.3299999999999,"body":"ranging from 25 kW to 350 kW,"},{"speaker":"Tim Montague","startTime":990.0,"endTime":996.3299999999999,"body":"their flagship inverter, the CPS"},{"speaker":"Tim Montague","startTime":996.3299999999999,"endTime":1000.8899999999999,"body":"350 KW is designed to work with"},{"speaker":"Tim Montague","startTime":996.3299999999999,"endTime":1000.8899999999999,"body":"solar plants ranging from two"},{"speaker":"Tim Montague","startTime":1000.8899999999999,"endTime":1005.69,"body":"megawatts to two. Gigawatts. CPS"},{"speaker":"Tim Montague","startTime":1000.8899999999999,"endTime":1005.69,"body":"is the world's most bankable"},{"speaker":"Tim Montague","startTime":1005.69,"endTime":1009.3799999999999,"body":"inverter brand, and is America's"},{"speaker":"Tim Montague","startTime":1005.69,"endTime":1009.3799999999999,"body":"number one choice for solar"},{"speaker":"Tim Montague","startTime":1009.3799999999999,"endTime":1015.1099999999999,"body":"plants now offering solutions"},{"speaker":"Tim Montague","startTime":1009.3799999999999,"endTime":1015.1099999999999,"body":"for commercial utility ESS and"},{"speaker":"Tim Montague","startTime":1015.1099999999999,"endTime":1019.73,"body":"balance of system requirements"},{"speaker":"Tim Montague","startTime":1015.1099999999999,"endTime":1019.73,"body":"go to chintpowersystems.com or"},{"speaker":"Tim Montague","startTime":1019.73,"endTime":1029.8999999999999,"body":"call 855-584-7168, to find out"},{"speaker":"Tim Montague","startTime":1019.73,"endTime":1029.8999999999999,"body":"more, I've noticed that there's"},{"speaker":"Tim Montague","startTime":1029.8999999999999,"endTime":1036.56,"body":"also, like smart panel upgrades"},{"speaker":"Tim Montague","startTime":1029.8999999999999,"endTime":1036.56,"body":"of various flavors. Some are,"},{"speaker":"Tim Montague","startTime":1036.59,"endTime":1040.28,"body":"you know, putting a device"},{"speaker":"Tim Montague","startTime":1036.59,"endTime":1040.28,"body":"between the meter and the panel."},{"speaker":"Tim Montague","startTime":1040.6399999999999,"endTime":1048.53,"body":"Some are replacing the guts of"},{"speaker":"Tim Montague","startTime":1040.6399999999999,"endTime":1048.53,"body":"the panel with with smarter"},{"speaker":"Tim Montague","startTime":1048.53,"endTime":1053.8999999999999,"body":"technology that is more dynamic."},{"speaker":"Tim Montague","startTime":1048.53,"endTime":1053.8999999999999,"body":"Is that something that you're"},{"speaker":"Tim Montague","startTime":1053.8999999999999,"endTime":1057.56,"body":"also doing, or are you just"},{"speaker":"Tim Montague","startTime":1053.8999999999999,"endTime":1057.56,"body":"looking for this sweet spot of,"},{"speaker":"Tim Montague","startTime":1057.56,"endTime":1060.1399999999999,"body":"okay, the infrastructure is"},{"speaker":"Tim Montague","startTime":1057.56,"endTime":1060.1399999999999,"body":"good, and we're going to add"},{"speaker":"Tim Montague","startTime":1060.1399999999999,"endTime":1062.78,"body":"charge point chargers, boom,"},{"speaker":"Aubrey Gunnels","startTime":1064.52,"endTime":1066.35,"body":"yeah. And we"},{"speaker":"Aubrey Gunnels","startTime":1064.52,"endTime":1066.35,"body":"work with all kinds of different"},{"speaker":"Aubrey Gunnels","startTime":1066.35,"endTime":1069.44,"body":"charging partners, but I would"},{"speaker":"Aubrey Gunnels","startTime":1066.35,"endTime":1069.44,"body":"say they they all have load"},{"speaker":"Aubrey Gunnels","startTime":1069.44,"endTime":1072.83,"body":"manage, like load management"},{"speaker":"Aubrey Gunnels","startTime":1069.44,"endTime":1072.83,"body":"capabilities, and that is so"},{"speaker":"Aubrey Gunnels","startTime":1072.83,"endTime":1075.05,"body":"that way they can split a"},{"speaker":"Aubrey Gunnels","startTime":1072.83,"endTime":1075.05,"body":"circuit if needed, and things"},{"speaker":"Aubrey Gunnels","startTime":1075.05,"endTime":1078.47,"body":"like that. And then I would say,"},{"speaker":"Aubrey Gunnels","startTime":1075.05,"endTime":1078.47,"body":"from like a micro grid, adding"},{"speaker":"Aubrey Gunnels","startTime":1078.47,"endTime":1083.0900000000001,"body":"in a battery and things of that"},{"speaker":"Aubrey Gunnels","startTime":1078.47,"endTime":1083.0900000000001,"body":"nature, the demand would the"},{"speaker":"Aubrey Gunnels","startTime":1083.1200000000001,"endTime":1085.76,"body":"data would have to exist in a"},{"speaker":"Aubrey Gunnels","startTime":1083.1200000000001,"endTime":1085.76,"body":"really meaningful way for us to"},{"speaker":"Aubrey Gunnels","startTime":1085.76,"endTime":1089.0,"body":"do that in the first tranche of"},{"speaker":"Aubrey Gunnels","startTime":1085.76,"endTime":1089.0,"body":"chart of installation. But say"},{"speaker":"Aubrey Gunnels","startTime":1089.0,"endTime":1092.48,"body":"we go back because demand has"},{"speaker":"Aubrey Gunnels","startTime":1089.0,"endTime":1092.48,"body":"hit a certain threshold and we"},{"speaker":"Aubrey Gunnels","startTime":1092.48,"endTime":1094.7900000000002,"body":"need to build more chargers, but"},{"speaker":"Aubrey Gunnels","startTime":1092.48,"endTime":1094.7900000000002,"body":"there's not available power,"},{"speaker":"Aubrey Gunnels","startTime":1094.97,"endTime":1099.5600000000002,"body":"then the ROI on on the micro"},{"speaker":"Aubrey Gunnels","startTime":1094.97,"endTime":1099.5600000000002,"body":"grid like and installing a"},{"speaker":"Aubrey Gunnels","startTime":1099.5600000000002,"endTime":1102.1100000000001,"body":"battery starts to make a little"},{"speaker":"Aubrey Gunnels","startTime":1099.5600000000002,"endTime":1102.1100000000001,"body":"bit more sense. Okay,"},{"speaker":"Tim Montague","startTime":1103.3100000000002,"endTime":1104.93,"body":"and what kind of"},{"speaker":"Tim Montague","startTime":1103.3100000000002,"endTime":1104.93,"body":"traction Are you getting?"},{"speaker":"Aubrey Gunnels","startTime":1106.52,"endTime":1110.0600000000002,"body":"It's it's been"},{"speaker":"Aubrey Gunnels","startTime":1106.52,"endTime":1110.0600000000002,"body":"interesting. I would say one"},{"speaker":"Aubrey Gunnels","startTime":1110.42,"endTime":1114.44,"body":"ever like everyone is interested"},{"speaker":"Aubrey Gunnels","startTime":1110.42,"endTime":1114.44,"body":"in providing the best amenity to"},{"speaker":"Aubrey Gunnels","startTime":1114.44,"endTime":1117.47,"body":"their to their residents and to"},{"speaker":"Aubrey Gunnels","startTime":1114.44,"endTime":1117.47,"body":"stay competitive in the space."},{"speaker":"Aubrey Gunnels","startTime":1117.53,"endTime":1122.5400000000002,"body":"And they're certainly it's being"},{"speaker":"Aubrey Gunnels","startTime":1117.53,"endTime":1122.5400000000002,"body":"it's very competitive to have"},{"speaker":"Aubrey Gunnels","startTime":1122.6000000000001,"endTime":1125.3000000000002,"body":"chargers at your property, and"},{"speaker":"Aubrey Gunnels","startTime":1122.6000000000001,"endTime":1125.3000000000002,"body":"people do make decisions based"},{"speaker":"Aubrey Gunnels","startTime":1125.3000000000002,"endTime":1129.29,"body":"off of it. There is a recent"},{"speaker":"Aubrey Gunnels","startTime":1125.3000000000002,"endTime":1129.29,"body":"survey from Gray star that 27%"},{"speaker":"Aubrey Gunnels","startTime":1129.32,"endTime":1132.2,"body":"of renters care if there's an EV"},{"speaker":"Aubrey Gunnels","startTime":1129.32,"endTime":1132.2,"body":"charger or not at their"},{"speaker":"Aubrey Gunnels","startTime":1132.2,"endTime":1138.59,"body":"properties. So but also our the"},{"speaker":"Aubrey Gunnels","startTime":1132.2,"endTime":1138.59,"body":"asset management teams of of"},{"speaker":"Aubrey Gunnels","startTime":1138.59,"endTime":1141.77,"body":"these large real estate REITs"},{"speaker":"Aubrey Gunnels","startTime":1138.59,"endTime":1141.77,"body":"have a lot going on, and EV"},{"speaker":"Aubrey Gunnels","startTime":1141.77,"endTime":1146.1200000000001,"body":"charging is not normally in the"},{"speaker":"Aubrey Gunnels","startTime":1141.77,"endTime":1146.1200000000001,"body":"top five. So it's really moving"},{"speaker":"Aubrey Gunnels","startTime":1146.1200000000001,"endTime":1151.6100000000001,"body":"through the process to to make"},{"speaker":"Aubrey Gunnels","startTime":1146.1200000000001,"endTime":1151.6100000000001,"body":"it a priority, to to really make"},{"speaker":"Aubrey Gunnels","startTime":1151.6100000000001,"endTime":1155.0,"body":"a compelling case of why this is"},{"speaker":"Aubrey Gunnels","startTime":1151.6100000000001,"endTime":1155.0,"body":"needs to be addressed today,"},{"speaker":"Aubrey Gunnels","startTime":1155.0,"endTime":1159.26,"body":"rather than waiting another"},{"speaker":"Aubrey Gunnels","startTime":1155.0,"endTime":1159.26,"body":"year. I would also say we have a"},{"speaker":"Aubrey Gunnels","startTime":1159.26,"endTime":1164.66,"body":"number of clients that have"},{"speaker":"Aubrey Gunnels","startTime":1159.26,"endTime":1164.66,"body":"tried a rollout process, and it"},{"speaker":"Aubrey Gunnels","startTime":1164.9,"endTime":1169.34,"body":"was really burdensome, and have"},{"speaker":"Aubrey Gunnels","startTime":1164.9,"endTime":1169.34,"body":"had just like bad experiences"},{"speaker":"Aubrey Gunnels","startTime":1169.34,"endTime":1172.6100000000001,"body":"trying to make this work across"},{"speaker":"Aubrey Gunnels","startTime":1169.34,"endTime":1172.6100000000001,"body":"their portfolios, and the ROI"},{"speaker":"Aubrey Gunnels","startTime":1172.6100000000001,"endTime":1176.3,"body":"is, again, pretty light that"},{"speaker":"Aubrey Gunnels","startTime":1172.6100000000001,"endTime":1176.3,"body":"they're really looking for an"},{"speaker":"Aubrey Gunnels","startTime":1176.3,"endTime":1179.66,"body":"outsourced solution, that it's"},{"speaker":"Aubrey Gunnels","startTime":1176.3,"endTime":1179.66,"body":"our sole job is to make sure"},{"speaker":"Aubrey Gunnels","startTime":1179.66,"endTime":1182.1200000000001,"body":"those charges are working and"},{"speaker":"Aubrey Gunnels","startTime":1179.66,"endTime":1182.1200000000001,"body":"Providing a reliable amenity."},{"speaker":"Tim Montague","startTime":1183.77,"endTime":1186.32,"body":"And is your"},{"speaker":"Tim Montague","startTime":1183.77,"endTime":1186.32,"body":"business model to own the"},{"speaker":"Tim Montague","startTime":1186.32,"endTime":1189.71,"body":"charging infrastructure or"},{"speaker":"Tim Montague","startTime":1186.32,"endTime":1189.71,"body":"eventually sell it to the"},{"speaker":"Tim Montague","startTime":1189.74,"endTime":1190.73,"body":"facility owner?"},{"speaker":"Aubrey Gunnels","startTime":1191.24,"endTime":1192.77,"body":"We'll own it"},{"speaker":"Aubrey Gunnels","startTime":1191.24,"endTime":1192.77,"body":"over the life of the asset,"},{"speaker":"Aubrey Gunnels","startTime":1192.77,"endTime":1193.97,"body":"we'll continue to own them."},{"speaker":"Tim Montague","startTime":1194.1200000000001,"endTime":1198.02,"body":"Got it. So check"},{"speaker":"Tim Montague","startTime":1194.1200000000001,"endTime":1198.02,"body":"out 3v infrastructure. Just like"},{"speaker":"Tim Montague","startTime":1198.02,"endTime":1202.79,"body":"it sounds normal,"},{"speaker":"Tim Montague","startTime":1198.02,"endTime":1202.79,"body":"3vinfrastructure.com. You'll"},{"speaker":"Tim Montague","startTime":1202.82,"endTime":1205.94,"body":"immediately see what we're"},{"speaker":"Tim Montague","startTime":1202.82,"endTime":1205.94,"body":"talking about here. There's a"},{"speaker":"Tim Montague","startTime":1205.94,"endTime":1211.46,"body":"great shot of a parking deck,"},{"speaker":"Tim Montague","startTime":1205.94,"endTime":1211.46,"body":"obviously inside some kind of a"},{"speaker":"Tim Montague","startTime":1211.46,"endTime":1214.4,"body":"high rise building, and you've"},{"speaker":"Tim Montague","startTime":1211.46,"endTime":1214.4,"body":"got a bunch of green painted"},{"speaker":"Tim Montague","startTime":1214.4,"endTime":1220.8500000000001,"body":"parking spots with conduit"},{"speaker":"Tim Montague","startTime":1214.4,"endTime":1220.8500000000001,"body":"running down the poles the"},{"speaker":"Tim Montague","startTime":1220.8500000000001,"endTime":1225.17,"body":"columns in the DAT in the"},{"speaker":"Tim Montague","startTime":1220.8500000000001,"endTime":1225.17,"body":"parking structure so it, it"},{"speaker":"Tim Montague","startTime":1225.17,"endTime":1229.1000000000001,"body":"looks like it works pretty well."},{"speaker":"Tim Montague","startTime":1225.17,"endTime":1229.1000000000001,"body":"It's, it's, you know, it it"},{"speaker":"Tim Montague","startTime":1229.1000000000001,"endTime":1232.31,"body":"folds into the existing"},{"speaker":"Tim Montague","startTime":1229.1000000000001,"endTime":1232.31,"body":"infrastructure pretty nicely, in"},{"speaker":"Tim Montague","startTime":1232.31,"endTime":1237.47,"body":"my opinion. Of course, it's a"},{"speaker":"Tim Montague","startTime":1232.31,"endTime":1237.47,"body":"lot of electrical work, but say,"},{"speaker":"Tim Montague","startTime":1237.47,"endTime":1241.6100000000001,"body":"La vie, right, that's what we're"},{"speaker":"Tim Montague","startTime":1237.47,"endTime":1241.6100000000001,"body":"talking about. And I would"},{"speaker":"Tim Montague","startTime":1241.6100000000001,"endTime":1246.74,"body":"imagine that this amenity for"},{"speaker":"Tim Montague","startTime":1241.6100000000001,"endTime":1246.74,"body":"consumers, allows them to, you"},{"speaker":"Tim Montague","startTime":1246.74,"endTime":1251.45,"body":"know, charge more or promote the"},{"speaker":"Tim Montague","startTime":1246.74,"endTime":1251.45,"body":"property as a luxury property,"},{"speaker":"Tim Montague","startTime":1251.45,"endTime":1256.34,"body":"perhaps. So what is the response"},{"speaker":"Tim Montague","startTime":1251.45,"endTime":1256.34,"body":"you're getting from the multi"},{"speaker":"Tim Montague","startTime":1256.34,"endTime":1258.23,"body":"family real estate owners?"},{"speaker":"Aubrey Gunnels","startTime":1259.82,"endTime":1262.34,"body":"Um, as far as"},{"speaker":"Tim Montague","startTime":1262.73,"endTime":1267.17,"body":"well. How do they,"},{"speaker":"Tim Montague","startTime":1262.73,"endTime":1267.17,"body":"how do they see this? Do they"},{"speaker":"Tim Montague","startTime":1267.17,"endTime":1270.05,"body":"get this light bulb that for"},{"speaker":"Tim Montague","startTime":1267.17,"endTime":1270.05,"body":"the, you know, for example, that"},{"speaker":"Tim Montague","startTime":1270.05,"endTime":1273.32,"body":"I just had about, well, yeah,"},{"speaker":"Tim Montague","startTime":1270.05,"endTime":1273.32,"body":"this is a nice amenity. People"},{"speaker":"Tim Montague","startTime":1273.32,"endTime":1277.07,"body":"are going to elect, you know,"},{"speaker":"Tim Montague","startTime":1273.32,"endTime":1277.07,"body":"buy EVs, despite the ups and"},{"speaker":"Tim Montague","startTime":1277.07,"endTime":1281.33,"body":"downs right there, there's,"},{"speaker":"Tim Montague","startTime":1277.07,"endTime":1281.33,"body":"there's turbulence in the"},{"speaker":"Tim Montague","startTime":1281.33,"endTime":1285.23,"body":"electrification of"},{"speaker":"Tim Montague","startTime":1281.33,"endTime":1285.23,"body":"transportation market. Companies"},{"speaker":"Tim Montague","startTime":1285.23,"endTime":1288.44,"body":"are coming and going, but"},{"speaker":"Tim Montague","startTime":1285.23,"endTime":1288.44,"body":"there's going to be this long"},{"speaker":"Tim Montague","startTime":1288.44,"endTime":1295.52,"body":"term trend because of the cost"},{"speaker":"Tim Montague","startTime":1288.44,"endTime":1295.52,"body":"of EVs, right? Ultimately, EVs"},{"speaker":"Tim Montague","startTime":1295.52,"endTime":1298.3700000000001,"body":"are going to be much more"},{"speaker":"Tim Montague","startTime":1295.52,"endTime":1298.3700000000001,"body":"economical to own and operate"},{"speaker":"Tim Montague","startTime":1298.3700000000001,"endTime":1302.27,"body":"for consumers and fleet owners,"},{"speaker":"Tim Montague","startTime":1298.3700000000001,"endTime":1302.27,"body":"period, if you were moving"},{"speaker":"Tim Montague","startTime":1302.27,"endTime":1306.53,"body":"parts. Works, lower cost of"},{"speaker":"Tim Montague","startTime":1302.27,"endTime":1306.53,"body":"energy. Boom done. Happens,"},{"speaker":"Tim Montague","startTime":1306.56,"endTime":1309.89,"body":"right? You can't stop this"},{"speaker":"Tim Montague","startTime":1306.56,"endTime":1309.89,"body":"transition. It. You can. You can"},{"speaker":"Tim Montague","startTime":1309.89,"endTime":1313.49,"body":"accelerate it by providing"},{"speaker":"Tim Montague","startTime":1309.89,"endTime":1313.49,"body":"incentives. And that's what"},{"speaker":"Tim Montague","startTime":1313.49,"endTime":1317.93,"body":"Northern Europe has done, and"},{"speaker":"Tim Montague","startTime":1313.49,"endTime":1317.93,"body":"maybe some states and cities in"},{"speaker":"Tim Montague","startTime":1317.93,"endTime":1322.16,"body":"the US have done this, but we"},{"speaker":"Tim Montague","startTime":1317.93,"endTime":1322.16,"body":"don't have great incentives. I"},{"speaker":"Tim Montague","startTime":1322.16,"endTime":1324.1100000000001,"body":"don't know from your"},{"speaker":"Tim Montague","startTime":1322.16,"endTime":1324.1100000000001,"body":"perspective, what you think"},{"speaker":"Tim Montague","startTime":1324.1100000000001,"endTime":1329.24,"body":"about the incentives for EV"},{"speaker":"Tim Montague","startTime":1324.1100000000001,"endTime":1329.24,"body":"infrastructure, but yeah, how do"},{"speaker":"Tim Montague","startTime":1329.24,"endTime":1333.08,"body":"the real estate owners respond"},{"speaker":"Tim Montague","startTime":1329.24,"endTime":1333.08,"body":"to this? Yeah,"},{"speaker":"Aubrey Gunnels","startTime":1333.08,"endTime":1335.54,"body":"definitely. I"},{"speaker":"Aubrey Gunnels","startTime":1333.08,"endTime":1335.54,"body":"can address both. I would say"},{"speaker":"Aubrey Gunnels","startTime":1335.57,"endTime":1339.14,"body":"they definitely. Real estate"},{"speaker":"Aubrey Gunnels","startTime":1335.57,"endTime":1339.14,"body":"owners try to increase noi,"},{"speaker":"Aubrey Gunnels","startTime":1339.17,"endTime":1344.9,"body":"which is basically how much they"},{"speaker":"Aubrey Gunnels","startTime":1339.17,"endTime":1344.9,"body":"are providing enterprise value"},{"speaker":"Aubrey Gunnels","startTime":1344.93,"endTime":1349.52,"body":"to their to their buildings in"},{"speaker":"Aubrey Gunnels","startTime":1344.93,"endTime":1349.52,"body":"order to like that is the real"},{"speaker":"Aubrey Gunnels","startTime":1349.52,"endTime":1351.53,"body":"estate market, right? Because"},{"speaker":"Aubrey Gunnels","startTime":1349.52,"endTime":1351.53,"body":"they buy and sell a lot and"},{"speaker":"Aubrey Gunnels","startTime":1351.53,"endTime":1354.5,"body":"things of that nature to stay"},{"speaker":"Aubrey Gunnels","startTime":1351.53,"endTime":1354.5,"body":"competitive in the space. And EV"},{"speaker":"Aubrey Gunnels","startTime":1354.5,"endTime":1358.88,"body":"chargers do add to in a line. So"},{"speaker":"Aubrey Gunnels","startTime":1354.5,"endTime":1358.88,"body":"it's the availability of the"},{"speaker":"Aubrey Gunnels","startTime":1358.88,"endTime":1363.3500000000001,"body":"best amenities, and reliable"},{"speaker":"Aubrey Gunnels","startTime":1358.88,"endTime":1363.3500000000001,"body":"amenities is certainly something"},{"speaker":"Aubrey Gunnels","startTime":1363.3500000000001,"endTime":1367.07,"body":"they're interested in. They also"},{"speaker":"Aubrey Gunnels","startTime":1363.3500000000001,"endTime":1367.07,"body":"would never want to lose a"},{"speaker":"Aubrey Gunnels","startTime":1367.1000000000001,"endTime":1371.09,"body":"potential resident because they"},{"speaker":"Aubrey Gunnels","startTime":1367.1000000000001,"endTime":1371.09,"body":"didn't have chargers there. And"},{"speaker":"Aubrey Gunnels","startTime":1371.1200000000001,"endTime":1373.82,"body":"especially if it's an"},{"speaker":"Aubrey Gunnels","startTime":1371.1200000000001,"endTime":1373.82,"body":"achievable, it's very achievable"},{"speaker":"Aubrey Gunnels","startTime":1373.82,"endTime":1378.5,"body":"to install chargers there. So"},{"speaker":"Aubrey Gunnels","startTime":1373.82,"endTime":1378.5,"body":"we're definitely getting like"},{"speaker":"Aubrey Gunnels","startTime":1378.53,"endTime":1381.65,"body":"they see the need as much as we"},{"speaker":"Aubrey Gunnels","startTime":1378.53,"endTime":1381.65,"body":"see the need, and they're very"},{"speaker":"Aubrey Gunnels","startTime":1381.68,"endTime":1384.92,"body":"amenable to trying to do a full"},{"speaker":"Aubrey Gunnels","startTime":1381.68,"endTime":1384.92,"body":"scale rollout,"},{"speaker":"Tim Montague","startTime":1386.1200000000001,"endTime":1388.04,"body":"is there other"},{"speaker":"Tim Montague","startTime":1386.1200000000001,"endTime":1388.04,"body":"infrastructure that they're"},{"speaker":"Tim Montague","startTime":1388.1000000000001,"endTime":1390.92,"body":"installing in their facilities"},{"speaker":"Tim Montague","startTime":1388.1000000000001,"endTime":1390.92,"body":"that's analogous where there's a"},{"speaker":"Tim Montague","startTime":1390.92,"endTime":1393.17,"body":"third party owned"},{"speaker":"Tim Montague","startTime":1390.92,"endTime":1393.17,"body":"infrastructure?"},{"speaker":"Aubrey Gunnels","startTime":1394.07,"endTime":1396.5,"body":"Laundry is kind"},{"speaker":"Aubrey Gunnels","startTime":1394.07,"endTime":1396.5,"body":"of the best analogy. I would"},{"speaker":"Aubrey Gunnels","startTime":1396.5,"endTime":1398.9,"body":"say, if you have shared laundry"},{"speaker":"Aubrey Gunnels","startTime":1396.5,"endTime":1398.9,"body":"service that's completely,"},{"speaker":"Aubrey Gunnels","startTime":1398.9,"endTime":1403.16,"body":"normally, completely outsourced,"},{"speaker":"Aubrey Gunnels","startTime":1398.9,"endTime":1403.16,"body":"and someone maintains those over"},{"speaker":"Aubrey Gunnels","startTime":1403.16,"endTime":1405.6200000000001,"body":"time, and it's, you know, full"},{"speaker":"Aubrey Gunnels","startTime":1403.16,"endTime":1405.6200000000001,"body":"function, that's one of the"},{"speaker":"Aubrey Gunnels","startTime":1405.6200000000001,"endTime":1409.82,"body":"older ones. And then there's"},{"speaker":"Aubrey Gunnels","startTime":1405.6200000000001,"endTime":1409.82,"body":"also things like package"},{"speaker":"Aubrey Gunnels","startTime":1409.8500000000001,"endTime":1413.15,"body":"lockers, that is also kind of"},{"speaker":"Aubrey Gunnels","startTime":1409.8500000000001,"endTime":1413.15,"body":"similar, because they're owned"},{"speaker":"Aubrey Gunnels","startTime":1413.15,"endTime":1417.5,"body":"by an outside party, they get a"},{"speaker":"Aubrey Gunnels","startTime":1413.15,"endTime":1417.5,"body":"cut of the profit share and"},{"speaker":"Aubrey Gunnels","startTime":1417.5,"endTime":1419.45,"body":"things like that. So what"},{"speaker":"Tim Montague","startTime":1419.45,"endTime":1422.1200000000001,"body":"about, what about"},{"speaker":"Tim Montague","startTime":1419.45,"endTime":1422.1200000000001,"body":"incentives we, you know, is the"},{"speaker":"Tim Montague","startTime":1422.1200000000001,"endTime":1425.09,"body":"IRA juicing this industry,"},{"speaker":"Aubrey Gunnels","startTime":1425.99,"endTime":1429.59,"body":"I would say"},{"speaker":"Aubrey Gunnels","startTime":1425.99,"endTime":1429.59,"body":"largely, one, 3v we under at"},{"speaker":"Aubrey Gunnels","startTime":1429.59,"endTime":1433.73,"body":"this business, wrote that was"},{"speaker":"Aubrey Gunnels","startTime":1429.59,"endTime":1433.73,"body":"that with with turbulence in"},{"speaker":"Aubrey Gunnels","startTime":1433.73,"endTime":1436.4,"body":"mind, it's a space that we've"},{"speaker":"Aubrey Gunnels","startTime":1433.73,"endTime":1436.4,"body":"seen a lot of players come and"},{"speaker":"Aubrey Gunnels","startTime":1436.4,"endTime":1439.67,"body":"go, and that is because and so"},{"speaker":"Aubrey Gunnels","startTime":1436.4,"endTime":1439.67,"body":"we are really conservative in"},{"speaker":"Aubrey Gunnels","startTime":1439.67,"endTime":1444.53,"body":"how we looked at the business to"},{"speaker":"Aubrey Gunnels","startTime":1439.67,"endTime":1444.53,"body":"To get into it. So we are not"},{"speaker":"Aubrey Gunnels","startTime":1444.53,"endTime":1448.13,"body":"directly like reliant on on"},{"speaker":"Aubrey Gunnels","startTime":1444.53,"endTime":1448.13,"body":"subsidies. We'll take free money"},{"speaker":"Aubrey Gunnels","startTime":1448.13,"endTime":1451.22,"body":"all day long. But that is not"},{"speaker":"Aubrey Gunnels","startTime":1448.13,"endTime":1451.22,"body":"necessarily what's driving our"},{"speaker":"Aubrey Gunnels","startTime":1451.22,"endTime":1457.04,"body":"economics, I would say, from a"},{"speaker":"Aubrey Gunnels","startTime":1451.22,"endTime":1457.04,"body":"and I would also the level two"},{"speaker":"Aubrey Gunnels","startTime":1457.04,"endTime":1461.0,"body":"space was largely, I don't want"},{"speaker":"Aubrey Gunnels","startTime":1457.04,"endTime":1461.0,"body":"to say forgotten, but forgotten."},{"speaker":"Aubrey Gunnels","startTime":1461.03,"endTime":1463.67,"body":"And the inflation Reduction Act"},{"speaker":"Aubrey Gunnels","startTime":1461.03,"endTime":1463.67,"body":"and the infrastructure bill,"},{"speaker":"Aubrey Gunnels","startTime":1464.57,"endTime":1469.52,"body":"they it was really around"},{"speaker":"Aubrey Gunnels","startTime":1464.57,"endTime":1469.52,"body":"providing reliable public level"},{"speaker":"Aubrey Gunnels","startTime":1469.52,"endTime":1472.52,"body":"three supercharging in areas"},{"speaker":"Aubrey Gunnels","startTime":1469.52,"endTime":1472.52,"body":"that the private sector wouldn't"},{"speaker":"Aubrey Gunnels","startTime":1472.52,"endTime":1479.54,"body":"touch. So those programs are"},{"speaker":"Aubrey Gunnels","startTime":1472.52,"endTime":1479.54,"body":"important, but just further"},{"speaker":"Aubrey Gunnels","startTime":1479.54,"endTime":1481.97,"body":"makes the case of why private"},{"speaker":"Aubrey Gunnels","startTime":1479.54,"endTime":1481.97,"body":"charging is even more important"},{"speaker":"Aubrey Gunnels","startTime":1481.97,"endTime":1487.82,"body":"now, as we go through shifts in"},{"speaker":"Aubrey Gunnels","startTime":1481.97,"endTime":1487.82,"body":"Washington, and I would say that"},{"speaker":"Aubrey Gunnels","startTime":1487.82,"endTime":1490.82,"body":"actually the most meaningful"},{"speaker":"Aubrey Gunnels","startTime":1487.82,"endTime":1490.82,"body":"subsidies out there are through"},{"speaker":"Aubrey Gunnels","startTime":1490.82,"endTime":1494.63,"body":"utilities. Utilities are very"},{"speaker":"Aubrey Gunnels","startTime":1490.82,"endTime":1494.63,"body":"and various utilities around the"},{"speaker":"Aubrey Gunnels","startTime":1494.63,"endTime":1500.0,"body":"US, whether it's Excel PG and et"},{"speaker":"Aubrey Gunnels","startTime":1494.63,"endTime":1500.0,"body":"cetera, are really trying to"},{"speaker":"Aubrey Gunnels","startTime":1500.0,"endTime":1502.76,"body":"make sure that as we build out"},{"speaker":"Aubrey Gunnels","startTime":1500.0,"endTime":1502.76,"body":"EV charging infrastructure, it's"},{"speaker":"Aubrey Gunnels","startTime":1502.76,"endTime":1507.47,"body":"done in a reliable way that they"},{"speaker":"Aubrey Gunnels","startTime":1502.76,"endTime":1507.47,"body":"have some control over, and"},{"speaker":"Aubrey Gunnels","startTime":1507.47,"endTime":1510.26,"body":"that's really created more"},{"speaker":"Aubrey Gunnels","startTime":1507.47,"endTime":1510.26,"body":"subsidies available in that"},{"speaker":"Aubrey Gunnels","startTime":1510.26,"endTime":1514.22,"body":"capacity as well the inflation"},{"speaker":"Aubrey Gunnels","startTime":1510.26,"endTime":1514.22,"body":"Reduction Act. What impacts us"},{"speaker":"Aubrey Gunnels","startTime":1514.22,"endTime":1516.98,"body":"the most is we care about"},{"speaker":"Aubrey Gunnels","startTime":1514.22,"endTime":1516.98,"body":"affordable EVs, and as"},{"speaker":"Aubrey Gunnels","startTime":1516.98,"endTime":1520.28,"body":"affordable EVs continue to hit"},{"speaker":"Aubrey Gunnels","startTime":1516.98,"endTime":1520.28,"body":"the market that is reliant on"},{"speaker":"Aubrey Gunnels","startTime":1520.28,"endTime":1523.8500000000001,"body":"batteries, battery factories to"},{"speaker":"Aubrey Gunnels","startTime":1520.28,"endTime":1523.8500000000001,"body":"continue to come online in the"},{"speaker":"Aubrey Gunnels","startTime":1523.8500000000001,"endTime":1528.95,"body":"US and really watching out for"},{"speaker":"Aubrey Gunnels","startTime":1523.8500000000001,"endTime":1528.95,"body":"how these EV factories continue"},{"speaker":"Aubrey Gunnels","startTime":1528.95,"endTime":1532.64,"body":"to be built, that some of that"},{"speaker":"Aubrey Gunnels","startTime":1528.95,"endTime":1532.64,"body":"is coming from both chips and"},{"speaker":"Aubrey Gunnels","startTime":1532.64,"endTime":1533.33,"body":"the inflation Reduction"},{"speaker":"Tim Montague","startTime":1533.33,"endTime":1535.88,"body":"Act. Quite a bit"},{"speaker":"Tim Montague","startTime":1533.33,"endTime":1535.88,"body":"of turbulence in the battery"},{"speaker":"Tim Montague","startTime":1535.88,"endTime":1541.16,"body":"industry too. I just noted that"},{"speaker":"Tim Montague","startTime":1535.88,"endTime":1541.16,"body":"fryer, the Norwegian battery"},{"speaker":"Tim Montague","startTime":1541.16,"endTime":1544.01,"body":"company that was going to build"},{"speaker":"Tim Montague","startTime":1541.16,"endTime":1544.01,"body":"a giga factory in Georgia to"},{"speaker":"Tim Montague","startTime":1544.01,"endTime":1547.67,"body":"make batteries here in the US"},{"speaker":"Tim Montague","startTime":1544.01,"endTime":1547.67,"body":"has rebranded, I think it's"},{"speaker":"Tim Montague","startTime":1547.67,"endTime":1551.69,"body":"something like 3t I can't"},{"speaker":"Tim Montague","startTime":1547.67,"endTime":1551.69,"body":"remember exactly, but they're a"},{"speaker":"Tim Montague","startTime":1551.69,"endTime":1557.96,"body":"solar company now they're not"},{"speaker":"Tim Montague","startTime":1551.69,"endTime":1557.96,"body":"just a battery company. And,"},{"speaker":"Tim Montague","startTime":1560.33,"endTime":1567.26,"body":"yeah, I guess, what is America"},{"speaker":"Tim Montague","startTime":1560.33,"endTime":1567.26,"body":"doing right to make this to ease"},{"speaker":"Tim Montague","startTime":1567.26,"endTime":1571.73,"body":"this transition, and what do we"},{"speaker":"Tim Montague","startTime":1567.26,"endTime":1571.73,"body":"need to do better? Let's"},{"speaker":"Aubrey Gunnels","startTime":1571.73,"endTime":1573.98,"body":"see what. I"},{"speaker":"Aubrey Gunnels","startTime":1571.73,"endTime":1573.98,"body":"guess, from the battery side, we"},{"speaker":"Aubrey Gunnels","startTime":1574.01,"endTime":1576.74,"body":"like. Battery prices are"},{"speaker":"Aubrey Gunnels","startTime":1574.01,"endTime":1576.74,"body":"dropping significantly every"},{"speaker":"Aubrey Gunnels","startTime":1576.74,"endTime":1579.92,"body":"year, and that's the main cost"},{"speaker":"Aubrey Gunnels","startTime":1576.74,"endTime":1579.92,"body":"of an eV so as we see those"},{"speaker":"Aubrey Gunnels","startTime":1579.92,"endTime":1583.31,"body":"drive down, the cost of EVs are"},{"speaker":"Aubrey Gunnels","startTime":1579.92,"endTime":1583.31,"body":"going to drive down, I would say"},{"speaker":"Aubrey Gunnels","startTime":1583.4,"endTime":1586.76,"body":"what a lot of questions we get"},{"speaker":"Aubrey Gunnels","startTime":1583.4,"endTime":1586.76,"body":"are, what does the EV market"},{"speaker":"Aubrey Gunnels","startTime":1586.76,"endTime":1589.82,"body":"look like, like under this new"},{"speaker":"Aubrey Gunnels","startTime":1586.76,"endTime":1589.82,"body":"administration? And the answer"},{"speaker":"Aubrey Gunnels","startTime":1589.82,"endTime":1593.03,"body":"is, it's still up and to the"},{"speaker":"Aubrey Gunnels","startTime":1589.82,"endTime":1593.03,"body":"right. The question is, how to"},{"speaker":"Aubrey Gunnels","startTime":1593.03,"endTime":1598.46,"body":"the right and how up? And that"},{"speaker":"Aubrey Gunnels","startTime":1593.03,"endTime":1598.46,"body":"is really driven by, you know,"},{"speaker":"Aubrey Gunnels","startTime":1598.46,"endTime":1602.42,"body":"the US automotive sector is, is"},{"speaker":"Aubrey Gunnels","startTime":1598.46,"endTime":1602.42,"body":"very asked, if you could put."},{"speaker":"Aubrey Gunnels","startTime":1602.66,"endTime":1606.8,"body":"With China. China can create"},{"speaker":"Aubrey Gunnels","startTime":1602.66,"endTime":1606.8,"body":"electric vehicles for cheaper"},{"speaker":"Aubrey Gunnels","startTime":1606.8,"endTime":1610.46,"body":"than we can create ice vehicles,"},{"speaker":"Aubrey Gunnels","startTime":1606.8,"endTime":1610.46,"body":"so combustion engine vehicles."},{"speaker":"Aubrey Gunnels","startTime":1610.76,"endTime":1614.57,"body":"And if they want to compete on a"},{"speaker":"Aubrey Gunnels","startTime":1610.76,"endTime":1614.57,"body":"global scale, they need to"},{"speaker":"Aubrey Gunnels","startTime":1614.57,"endTime":1618.59,"body":"continue to their path toward"},{"speaker":"Aubrey Gunnels","startTime":1614.57,"endTime":1618.59,"body":"creating the best, the latest"},{"speaker":"Aubrey Gunnels","startTime":1618.59,"endTime":1624.56,"body":"and greatest EV models. And"},{"speaker":"Aubrey Gunnels","startTime":1618.59,"endTime":1624.56,"body":"every report and narrative right"},{"speaker":"Aubrey Gunnels","startTime":1624.56,"endTime":1628.97,"body":"now is very much saying that"},{"speaker":"Aubrey Gunnels","startTime":1624.56,"endTime":1628.97,"body":"even like Jim, for instance, has"},{"speaker":"Aubrey Gunnels","startTime":1628.97,"endTime":1631.01,"body":"come out very strongly that"},{"speaker":"Aubrey Gunnels","startTime":1628.97,"endTime":1631.01,"body":"they're going to continue their"},{"speaker":"Aubrey Gunnels","startTime":1631.01,"endTime":1635.51,"body":"EV program in the same like"},{"speaker":"Aubrey Gunnels","startTime":1631.01,"endTime":1635.51,"body":"caliber. So it's and it's not,"},{"speaker":"Aubrey Gunnels","startTime":1635.54,"endTime":1638.78,"body":"and no EV person is sitting here"},{"speaker":"Aubrey Gunnels","startTime":1635.54,"endTime":1638.78,"body":"being like 100% of the US fleet"},{"speaker":"Aubrey Gunnels","startTime":1638.78,"endTime":1643.76,"body":"is going to be EV, even if 20%"},{"speaker":"Aubrey Gunnels","startTime":1638.78,"endTime":1643.76,"body":"of the EV of the US fleet so all"},{"speaker":"Aubrey Gunnels","startTime":1643.76,"endTime":1648.17,"body":"vehicles on the road are EV that"},{"speaker":"Aubrey Gunnels","startTime":1643.76,"endTime":1648.17,"body":"is 20% of cars need to be able"},{"speaker":"Aubrey Gunnels","startTime":1648.17,"endTime":1654.71,"body":"to have a place to to get fuel,"},{"speaker":"Aubrey Gunnels","startTime":1648.17,"endTime":1654.71,"body":"and that is EV charging. So we"},{"speaker":"Aubrey Gunnels","startTime":1654.71,"endTime":1657.98,"body":"think that's really important."},{"speaker":"Aubrey Gunnels","startTime":1654.71,"endTime":1657.98,"body":"And then as we see public"},{"speaker":"Aubrey Gunnels","startTime":1657.98,"endTime":1662.03,"body":"programs go away, we really need"},{"speaker":"Aubrey Gunnels","startTime":1657.98,"endTime":1662.03,"body":"to prioritize getting private"},{"speaker":"Aubrey Gunnels","startTime":1662.06,"endTime":1665.9,"body":"investment in the EV space, and"},{"speaker":"Aubrey Gunnels","startTime":1662.06,"endTime":1665.9,"body":"to not be scared of the space."},{"speaker":"Aubrey Gunnels","startTime":1665.9,"endTime":1670.88,"body":"The space is certainly still"},{"speaker":"Aubrey Gunnels","startTime":1665.9,"endTime":1670.88,"body":"growing, and the underwriting is"},{"speaker":"Aubrey Gunnels","startTime":1670.88,"endTime":1675.32,"body":"not simple, but it's certainly"},{"speaker":"Aubrey Gunnels","startTime":1670.88,"endTime":1675.32,"body":"achievable if, if everyone"},{"speaker":"Aubrey Gunnels","startTime":1675.32,"endTime":1678.83,"body":"takes, you know, a finance eye"},{"speaker":"Aubrey Gunnels","startTime":1675.32,"endTime":1678.83,"body":"to it. So"},{"speaker":"Tim Montague","startTime":1680.18,"endTime":1682.07,"body":"what else should"},{"speaker":"Tim Montague","startTime":1680.18,"endTime":1682.07,"body":"our listeners know in our last"},{"speaker":"Tim Montague","startTime":1682.07,"endTime":1683.48,"body":"couple of minutes together,"},{"speaker":"Tim Montague","startTime":1682.07,"endTime":1683.48,"body":"Aubrey,"},{"speaker":"Aubrey Gunnels","startTime":1684.02,"endTime":1687.77,"body":"let's see one"},{"speaker":"Aubrey Gunnels","startTime":1684.02,"endTime":1687.77,"body":"they should buy an EV, unless,"},{"speaker":"Aubrey Gunnels","startTime":1687.8,"endTime":1689.81,"body":"and if they live in a single"},{"speaker":"Aubrey Gunnels","startTime":1687.8,"endTime":1689.81,"body":"family and they live in a multi"},{"speaker":"Aubrey Gunnels","startTime":1689.81,"endTime":1692.54,"body":"family building, they should"},{"speaker":"Aubrey Gunnels","startTime":1689.81,"endTime":1692.54,"body":"absolutely contact their"},{"speaker":"Aubrey Gunnels","startTime":1692.54,"endTime":1695.63,"body":"property manager, who should"},{"speaker":"Aubrey Gunnels","startTime":1692.54,"endTime":1695.63,"body":"contact their property owner,"},{"speaker":"Aubrey Gunnels","startTime":1695.66,"endTime":1701.1200000000001,"body":"who should say that they should"},{"speaker":"Aubrey Gunnels","startTime":1695.66,"endTime":1701.1200000000001,"body":"go talk to 3v I think the more"},{"speaker":"Aubrey Gunnels","startTime":1701.1200000000001,"endTime":1705.23,"body":"that we can also create demand"},{"speaker":"Aubrey Gunnels","startTime":1701.1200000000001,"endTime":1705.23,"body":"is, the faster our clients are"},{"speaker":"Aubrey Gunnels","startTime":1705.44,"endTime":1708.8,"body":"ready to move. So sure, the more"},{"speaker":"Aubrey Gunnels","startTime":1705.44,"endTime":1708.8,"body":"that you know it's asked for,"},{"speaker":"Aubrey Gunnels","startTime":1709.07,"endTime":1710.9,"body":"the more it helps us, I guess."},{"speaker":"Aubrey Gunnels","startTime":1709.07,"endTime":1710.9,"body":"But obviously, I'm just trying"},{"speaker":"Aubrey Gunnels","startTime":1710.9,"endTime":1715.67,"body":"to put charges in the ground,"},{"speaker":"Aubrey Gunnels","startTime":1710.9,"endTime":1715.67,"body":"and I think the I think we will"},{"speaker":"Aubrey Gunnels","startTime":1715.67,"endTime":1720.56,"body":"continue to see a very large"},{"speaker":"Aubrey Gunnels","startTime":1715.67,"endTime":1720.56,"body":"shift in available EV chargers"},{"speaker":"Aubrey Gunnels","startTime":1720.83,"endTime":1724.1000000000001,"body":"in the US, and that will just"},{"speaker":"Aubrey Gunnels","startTime":1720.83,"endTime":1724.1000000000001,"body":"give consumers more confidence"},{"speaker":"Aubrey Gunnels","startTime":1724.1000000000001,"endTime":1731.06,"body":"to buy an EV, and the more that"},{"speaker":"Aubrey Gunnels","startTime":1724.1000000000001,"endTime":1731.06,"body":"we can have reliable information"},{"speaker":"Aubrey Gunnels","startTime":1731.06,"endTime":1734.45,"body":"on how to take care of an eV."},{"speaker":"Aubrey Gunnels","startTime":1731.06,"endTime":1734.45,"body":"And things like when you rent an"},{"speaker":"Aubrey Gunnels","startTime":1734.45,"endTime":1738.6200000000001,"body":"EV, to have that experience to"},{"speaker":"Aubrey Gunnels","startTime":1734.45,"endTime":1738.6200000000001,"body":"be even better than I think, or"},{"speaker":"Aubrey Gunnels","startTime":1738.6200000000001,"endTime":1741.98,"body":"even it's been interesting to"},{"speaker":"Aubrey Gunnels","startTime":1738.6200000000001,"endTime":1741.98,"body":"even see like Uber is a lot of"},{"speaker":"Aubrey Gunnels","startTime":1741.98,"endTime":1746.3600000000001,"body":"times the first time people ever"},{"speaker":"Aubrey Gunnels","startTime":1741.98,"endTime":1746.3600000000001,"body":"ride a Tesla, and that creates"},{"speaker":"Aubrey Gunnels","startTime":1746.54,"endTime":1749.48,"body":"more drive in the market, and"},{"speaker":"Aubrey Gunnels","startTime":1746.54,"endTime":1749.48,"body":"the more that we can expose"},{"speaker":"Aubrey Gunnels","startTime":1749.48,"endTime":1755.54,"body":"people that EVs are really great"},{"speaker":"Aubrey Gunnels","startTime":1749.48,"endTime":1755.54,"body":"cars and Vulcan and again, the"},{"speaker":"Aubrey Gunnels","startTime":1755.54,"endTime":1758.48,"body":"more that we can drive adoption"},{"speaker":"Aubrey Gunnels","startTime":1755.54,"endTime":1758.48,"body":"is really what we're after. But"},{"speaker":"Tim Montague","startTime":1759.44,"endTime":1762.41,"body":"I take a lot of"},{"speaker":"Tim Montague","startTime":1759.44,"endTime":1762.41,"body":"Ubers, and I travel around the"},{"speaker":"Tim Montague","startTime":1762.41,"endTime":1766.34,"body":"country quite a bit. The only"},{"speaker":"Tim Montague","startTime":1762.41,"endTime":1766.34,"body":"state where I see a lot of"},{"speaker":"Tim Montague","startTime":1766.34,"endTime":1770.57,"body":"electric Ubers is California,"},{"speaker":"Tim Montague","startTime":1766.34,"endTime":1770.57,"body":"New York. There's quite a bit"},{"speaker":"Tim Montague","startTime":1770.57,"endTime":1777.1100000000001,"body":"now too. California did"},{"speaker":"Tim Montague","startTime":1770.57,"endTime":1777.1100000000001,"body":"incentivize EV sales, and they"},{"speaker":"Tim Montague","startTime":1777.1100000000001,"endTime":1780.89,"body":"are, I think they're still"},{"speaker":"Tim Montague","startTime":1777.1100000000001,"endTime":1780.89,"body":"sunsetting ice engine sales. Are"},{"speaker":"Tim Montague","startTime":1780.89,"endTime":1781.43,"body":"they not"},{"speaker":"Aubrey Gunnels","startTime":1782.42,"endTime":1787.58,"body":"think it's gonna"},{"speaker":"Aubrey Gunnels","startTime":1782.42,"endTime":1787.58,"body":"that's gonna be pushed back, but"},{"speaker":"Aubrey Gunnels","startTime":1787.6100000000001,"endTime":1790.55,"body":"I would say, regardless of"},{"speaker":"Aubrey Gunnels","startTime":1787.6100000000001,"endTime":1790.55,"body":"incentives, there's gonna be"},{"speaker":"Aubrey Gunnels","startTime":1790.55,"endTime":1794.93,"body":"plenty of adoption. So yeah,"},{"speaker":"Aubrey Gunnels","startTime":1790.55,"endTime":1794.93,"body":"yeah. So"},{"speaker":"Tim Montague","startTime":1794.96,"endTime":1799.1000000000001,"body":"is there when you"},{"speaker":"Tim Montague","startTime":1794.96,"endTime":1799.1000000000001,"body":"when, when analysts look at the"},{"speaker":"Tim Montague","startTime":1799.1000000000001,"endTime":1803.45,"body":"adoption of EVs, like the sales"},{"speaker":"Tim Montague","startTime":1799.1000000000001,"endTime":1803.45,"body":"of EVs versus infrastructure?"},{"speaker":"Tim Montague","startTime":1804.2,"endTime":1808.58,"body":"Are they tracking well enough,"},{"speaker":"Tim Montague","startTime":1804.2,"endTime":1808.58,"body":"or is infrastructure lagging?"},{"speaker":"Tim Montague","startTime":1808.97,"endTime":1809.45,"body":"Infrastructure"},{"speaker":"Aubrey Gunnels","startTime":1809.45,"endTime":1813.05,"body":"is severely"},{"speaker":"Aubrey Gunnels","startTime":1809.45,"endTime":1813.05,"body":"lagging, and that's for a"},{"speaker":"Aubrey Gunnels","startTime":1813.05,"endTime":1814.8500000000001,"body":"variety. Yeah, okay,"},{"speaker":"Tim Montague","startTime":1815.15,"endTime":1819.38,"body":"hence the business"},{"speaker":"Tim Montague","startTime":1815.15,"endTime":1819.38,"body":"opportunity. Yes, anything else?"},{"speaker":"Aubrey Gunnels","startTime":1820.52,"endTime":1823.01,"body":"No, I appreciate"},{"speaker":"Aubrey Gunnels","startTime":1820.52,"endTime":1823.01,"body":"you taking the time to talk to"},{"speaker":"Aubrey Gunnels","startTime":1823.01,"endTime":1825.65,"body":"me. It's also fine. Your name is"},{"speaker":"Aubrey Gunnels","startTime":1823.01,"endTime":1825.65,"body":"Tim. My dad's name is Tim."},{"speaker":"Aubrey Gunnels","startTime":1825.95,"endTime":1826.67,"body":"Awesome."},{"speaker":"Tim Montague","startTime":1827.21,"endTime":1829.7,"body":"You know, I love"},{"speaker":"Tim Montague","startTime":1827.21,"endTime":1829.7,"body":"running into other Tims. Well,"},{"speaker":"Tim Montague","startTime":1829.7,"endTime":1834.14,"body":"check out all of our content at"},{"speaker":"Tim Montague","startTime":1829.7,"endTime":1834.14,"body":"cleanpowerhour.com reach out to"},{"speaker":"Tim Montague","startTime":1834.14,"endTime":1836.78,"body":"me on LinkedIn. I love hearing"},{"speaker":"Tim Montague","startTime":1834.14,"endTime":1836.78,"body":"from my listeners. You can also"},{"speaker":"Tim Montague","startTime":1836.78,"endTime":1840.5,"body":"find us at cleanpowerhour.com"},{"speaker":"Tim Montague","startTime":1836.78,"endTime":1840.5,"body":"Give us a rating and review on"},{"speaker":"Tim Montague","startTime":1840.5,"endTime":1845.1200000000001,"body":"Apple or Spotify. Follow us on"},{"speaker":"Tim Montague","startTime":1840.5,"endTime":1845.1200000000001,"body":"YouTube and Aubrey, how can our"},{"speaker":"Tim Montague","startTime":1845.1200000000001,"endTime":1846.1100000000001,"body":"listeners find you"},{"speaker":"Aubrey Gunnels","startTime":1847.27,"endTime":1849.79,"body":"LinkedIn, or you"},{"speaker":"Aubrey Gunnels","startTime":1847.27,"endTime":1849.79,"body":"can find me on the website?"},{"speaker":"Tim Montague","startTime":1852.01,"endTime":1855.07,"body":"Awesome with that,"},{"speaker":"Tim Montague","startTime":1852.01,"endTime":1855.07,"body":"I will say I'm Tim Montague."},{"speaker":"Tim Montague","startTime":1855.07,"endTime":1857.77,"body":"Let's grow solar and storage."},{"speaker":"Tim Montague","startTime":1855.07,"endTime":1857.77,"body":"Thank you so much. Aubrey"},{"speaker":"Tim Montague","startTime":1857.77,"endTime":1858.43,"body":"gunnels, you."}]}