Auto OEMs

topic on 4 shows · 4 statements across 4 episodes

the Neon Show Sourcery Capital Allocators Top Founders

4 statements about Auto OEMs, every show

Dorsey: Utilities, Energy, Life Insurance, and Auto Parts Are Structurally Bad Businesses
“Utilities and oil and gas and life insurance and auto parts and auto OEMs, which are all not good businesses.”
Pat Dorsey Jul 6, 2026 ▶ 42:25 Moat Investing Nuances – Pat Dorsey (EP.509)
SOURCERY Assertion Supported
Applied Intuition software serves 18 of the top 20 auto OEMs
“They have cracked the code in selling to, you know, the top 20 auto OEMs. I think it's 18 out of 20 are customers.”
Christian Garrett Jul 27, 2025 ▶ 10:22 Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures · Sourcery with Molly O'Shea
NEON SHOW Opinion
Mehta: In 2013, auto OEMs dismissed EVs or imported from China
“We realized OEM signed two camps, Either they're very smart, and they know that we won't have EV. Ok. EV is still like a 10 year old story, later story. Or they're idiots, and they think importing from China is a brilliant strategy.”
Tarun Mehta Jul 21, 2023 ▶ 7:42 ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
Automotive OEM enterprise sales cycles require four to five months
“The reason we have small team, because we rely on large accounts, which take, let's say four, five months to you know, convert these auto OEMs or these large enterprises, they don't close in a matter of days. You have to do POCs. You have to do a lot of stuff …”
Anup Naik Apr 9, 2022 ▶ 11:01 Car Technology SaaS Hits $1.2m ARR, Sold 14% for $500k

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