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New Wave | Hugo Rauch | Substack
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🌊 Decentralizing the Fuel Station
Why EV charging, not the car, is the real bottleneck to electrification
We’re joined by Arnaud Tran, Co-founder & CEO of Voltaback, a company building the software layer for charging corporate electric vehicles at home.
In this episode, we dive into the hidden infrastructure problem behind EV adoption, and unpack what it really takes to turn fragmented, at-home charging into a scalable system for companies.
In our conversation, we covered:
→ Why EV adoption is accelerating, but the system around is breaking
→ The “decentralized fuel station” problem companies didn’t anticipate
→ Why charging at home is 3-4x cheaper, and still underused
→ How Voltaback tracks, measures, and reimburses charging with precision
→ The data challenge behind energy loss (and why accuracy matters)
→ Why corporate fleets, not consumers, drive EV adoption
→ The China vs Europe gap in EV infrastructure and scale
→ How scheduling charging could unlock another 25% savings
→ What happens when millions of EVs hit the grid at once
Let’s go electric!