We moved to San Francisco, killed the model, and pivoted to fleets.
Bluedot moved to San Francisco to build a consumer EV charging product and went through Y Combinator's W23 batch with it. The relocation was the visible decision. The one that mattered came afterwards.
Consumer charging worked as a product and not as a business. The usage was real, the economics were not, and the team spent six months resisting that conclusion before accepting it.
The pivot was to fleets, where the same payments and charging infrastructure served customers with vehicles to manage and budgets to defend. Hertz, Nissan and the City of San Francisco followed.
The company was acquired by Epic Charging. The lesson the founders repeat is that changing continents is a logistics problem, while changing your mind about your own product is the actual work.
The move was the easy part. Admitting that the thing we had moved there to build was the wrong thing took another six months.
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