Interview: Nikola Motor CEO Trevor Milton (06.02.20)

Nikola Motor’s CEO and founder, Trevor Milton, joins Rob Maurer to discuss Nikola Corporation’s merger with VectoIQ (VTIQ), Nikola’s strategies, production roadmap, hydrogen vs. battery storage, battery breakthroughs, competition, and Nikola’s lawsuit against Tesla.

0:00 VTIQ / NKLA Nikola merger 4:35 NKLA valuation 9:50 Nikola production roadmap 16:48 Hydrogen vs. batteries 19:53 Hydrogen well-to-wheel efficiency 24:35 Hydrogen storage vs. battery storage 28:52 Hydrogen station costs 30:28 Nikola’s battery technology and alleged battery breakthrough 36:23 Nikola’s service strategy 40:57 Nikola’s short and medium term constraints 44:38 Nikola’s lawsuit against Tesla 53:40 The end of diesel and legacy automakers 56:38 Hydrogen and battery powered aviation

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Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives and has no position in VTIQ or NKLA and no plans to initiate a position in the next 72 hours.