Car Industry
topic on 3 shows · 5 statements across 5 episodes
5 statements about Car Industry, every show
Kanter: Automotive aftermarket has a $200B repair and $40B upgrade market
“There's the kind of need-based repairs, which is, you know, somewhere as a Two hundred billion dollar market, so you know, your tire blows out, or you need a new muffler or something. And then there's the want-based purchases, which are the upgrades, and I was…”
Evans: As tech matures, defining questions become domain-specific, not software-focused
“It's all about understanding how the car industry works. It's not really a software question. And that's what happens once technology has kind of matured, and it's kind of passed on the torch to the industries that it's overturned.”
Evans: Tech is entering the phase of what happens when everyone has a smartphone
“There's a sort of a mental model that I use, which is sort of the conclusion to the presentation that I published in December again, which is that my sort of first 50 or 60 years of the car industry is What's a car? And the second 50 or 60 years of the car ind…”
Evans: The automotive semiconductor shortage was driven by older-generation chips
“Well, so ironically, so, so ironically, that's a completely different issue, in that it's most, in that it's mostly older generation chips. I mean, I'm not a semiconductor analyst, but most of what this was, and particularly in, like, the car industry, this wa…”