People Who Plan | Inside the Minds of Modern Operators
What if the next wave of electrification isn't four wheels in California — but two wheels in São Paulo? In this episode of People Who Plan, Jeremy Pomp and Michael Rossiter reconnect with their former Tesla colleague Billy Blaustein, Co-Founder & COO of Vammo — now Latin America's largest electric-motorcycle and battery-swapping platform. From the Model 3 trenches to building on the ground in Brazil, Billy breaks down the operations story behind 5,000+ electric motorcycles, a million-plus battery swaps, and 700 swap stations doing 30,000 swaps in a single day. We get into why Brazil is the prime place to electrify a fleet (a 90% renewable grid, the cleanest of the G20), the CapEx-vs-OpEx math that makes electric cheaper for high-mileage riders, building a factory in the Amazon Free Trade Zone, and his thesis that the West is reading global electrification through the wrong lens.
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