Autos

topic on 3 shows · 3 statements across 3 episodes

More or Less Invest Like the Best Catalyst

3 statements about Autos, every show

Sundheim: Automotive manufacturing is a bad, capital-intensive business to scale
“Autos are a bad business. It could be software autos, hardware autos. It is a bad business, and it's a really tough business to scale and very capital intensive.”
Dan Sundheim Feb 24, 2026 ▶ 50:44 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Sam Lessin: Startups built using automated AI generator tools lack enterprise value
“What's certainly not valuable is the company you can make with a company making company making machine.”
Sam Lessin Mar 21, 2025 ▶ 32:48 #91: Google’s $32B Deal and a Silicon Valley Spy Scandal! · More or Less Podcast
CATALYST Prediction Not checkable as stated
Shah: EV boom will starve grid storage of lithium-ion batteries
“A lot of lithium ion battery capacity is going to be unavailable to the grid capacity marketplace once autos are ramping up.”
Jigar Shah Apr 28, 2022 ▶ 32:14 Hydrogen, meet salt cavern

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