
TDK Ventures and Exponent Energy: Building an energy company
Nicolas Sauvage of TDK Ventures and Arun Vinayak of Exponent Energy join Vishal Krishna and Shreyas Mishra to discuss rapid charging for commercial electric vehicles, customer economics and building an energy company. Arun explains why Exponent started with three-wheelers, how customer needs shape its charging and battery systems, and what it takes to expand into buses and vehicle retrofits. The conversation covers design thinking, jugaad, financing and the practical work of building a business around selling energy. Nicolas and Arun discuss what corporate venture capital can bring to a startup, why patient capital still needs a sense of urgency, and how Indian deep tech companies can think about global markets. The episode concludes with a factory tour covering quality inspection, laser welding, battery cycling and thermal-chamber testing. CHAPTERS 0:00 Introduction 1:13 Why commercial vehicles 4:23 Choosing customers and the energy business 14:04 Design thinking and jugaad 22:56 Investor support and financing 30:46 Fast charging and battery life 40:02 Automating quality first 44:07 Retrofitting vehicles 49:22 Patient capital and urgency 54:59 Factory tour 55:40 Quality checks and laser welding 58:13 Battery cycling and reliability Guests: Nicolas Sauvage, TDK Ventures; Arun Vinayak, Exponent Energy Hosts: Vishal Krishna and Shreyas Mishra More conversations: https://upstreamvoice.com Subscribe: https://www.youtube.com/@Upstream-Voice #TDKVentures #ExponentEnergy #ElectricVehicles Support the show Thanks for Listening! Follow Us on Facebook , Instagram , Twitter , LinkedIn or Find us on YouTube













