Manufacturers

topic on 14 shows · 21 statements across 20 episodes

Acquired Founder's Journal the Pitch BG2 Pod Cheeky Pint We Live to Build BigDeal No Priors Sourcery the Green Blueprint Top Founders How I Built This the a16z Podcast TBPN

21 statements about Manufacturers, every show

a16z Prediction Not checkable as stated
Younis: Vehicle OEMs will become a minor part of Applied Intuition's base
“And I think if you fast forward another 10, 20 years even the manufacturers themselves as a customer base will be a small amount.”
Qasar Younis Jul 21, 2026 ▶ 4:10 Why Physical AI Is the Next Frontier | The a16z Show
CHEEKY PINT Prediction Not checkable as stated
Scaringe: Automakers without software-defined architectures will lose market share
“That must come, and if it doesn't, sort of like if manufacturers don't make that change, they're just going to lose market share, and the ones that do have that technology are going to gain a lot of market share in the next 10 years.”
RJ Scaringe Oct 14, 2025 ▶ 49:08 How to build a $16B car company with RJ Scaringe, founder of Rivian
Kilgore: Beauty Pie caps product markup at 3x manufactured cost
“So we negotiate hard with our manufacturers, but it stops at about three times the manufactured cost, and it doesn't go farther than that, whereas most beauty products go to 10 or 12, or sometimes 20.”
Marcia Kilgore Jun 19, 2025 ▶ 3:58 Advice Line with Marcia Kilgore of Beauty Pie
NO PRIORS Insight
Younis: There is no path to autonomy without vehicle manufacturers
“Our view was there's no path to autonomy. There's no path to like this next generation because without the manufacturers in the loop”
Qasar Younis Jun 17, 2025 ▶ 5:14 No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig
BIGDEAL Assertion Supported
Loeffler: 99% of US manufacturing businesses are small businesses
“Most manufacturers, 99% of them are small businesses”
Kelly Loeffler May 14, 2025 ▶ 32:25 Billionaire Business Expert: How Small Businesses Can Get Money - SBA Head, Kelly Loeffler
WE LIVE TO BUILD Assertion Not checkable as stated
Weisbrot: Sourcing in Vietnam Requires In-Person Factory Visits
“So if you want to start working with a manufacturer in Vietnam, you literally have to go to Vietnam and find the manufacturers and good luck getting them to respond to emails and phone calls. You have to show up at their factory and say, hi, I want to do busin…”
Sean Weisbrot Apr 29, 2025 ▶ 15:29 Picking the Hardest Business Model on Earth Has a Backdoor Exit
TBPN Prediction Not checkable as stated
Automakers underestimate retail difficulty, ensuring the traditional dealership model will survive
“I don't think the dealership model is going away other than the fact that lobbying is super strong and all that, like, let's put that aside for a second, even though it's a super important one. I simply think that manufacturers sometimes underestimate what it …”
Car Dealership Guy Mar 19, 2025 ▶ 18:39 Car Dealership Guy on Electric Vehicles, Automation, and the Future of Car Dealerships.
THE PITCH Prediction Not checkable as stated
Medina: Automakers lacking vehicle-to-grid tech will face massive competitive disadvantages
“All manufacturers are going to be V-IIG, like any car manufacturer in the future that doesn't have that is going to be at a significant competitive disadvantage compared to the ones that do.”
Louis Medina Mar 4, 2025 ▶ 9:46 #102 Tether: Bodyguard of the Grid
BG2 Opinion
Gurley: US Will Not Be Globally Competitive Trying to Re-Onshore Manufacturing
“And to stop thinking that you're gonna re-onshore a whole bunch of manufacturers, I don't think we'll be competitive globally.”
Bill Gurley Jun 22, 2024 ▶ 59:28 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
SOURCERY Opinion
Sundblad: Manufacturers lose labor primarily to logistics warehouses like Amazon
“I think the biggest problem for manufacturers when it comes to labor is that people are leaving the manufacturing industry as a whole. They might be going to work at an Amazon warehouse instead of in operations.”
Willem Sundblad Apr 19, 2024 ▶ 31:51 Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
SOURCERY Insight
Sundblad: Manufacturers deploy software during economic downturns, not production boom periods
“When they're so production constrained that all they need to do is make as much as possible. They don't have time to take meetings. They don't have time to do deployments and they know that it's cyclical themselves. So in downturns, they try to like, okay, wel…”
Willem Sundblad Apr 19, 2024 ▶ 32:48 Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
HOW I BUILT THIS Assertion Not checkable as stated
Manufacturers told Nancy Twine sulfate-free shampoo required silicones
“Sometimes manufacturers would say, oh, we just started developing shampoos without sulfates, but we need the silicone base in order for it to hydrate your hair. If you don't have the silicones, the clean surfactants are gonna dry out the hair. You can't have o…”
Nancy Twine Dec 4, 2023 ▶ 32:32 Briogeo Hair Care: Nancy Twine (2020)
ACQUIRED Assertion Supported
US fair trade laws in the 1950s legally barred retailers from discounting
“There were actually laws on the books in the U.S. At the time that manufacturers of goods could set a minimum selling price for retail, and it was actually illegal for retailers to offer products below that price to the general public.”
David Rosenthal Aug 21, 2023 ▶ 22:59 Costco (Audio) · Acquired
Medeiros: Dropshippers must customize products with manufacturers to build real brands
“That's what dropshippers do that, but like their mistake is like, no, contact the manufacturer and make it slightly different. Then you have a real brand. And improve it a little bit.”
Isaac Medeiros Feb 28, 2023 ▶ 23:44 How a 26-Year Old With Autism Built a $10 Million Samurai Sword Business
TOP FOUNDERS Disclosure
Roughly 10% of Zelliot's enterprise customers are vehicle manufacturers
“Manufacturers, roughly, 10% of them.”
Anup Naik Apr 9, 2022 ▶ 9:09 Car Technology SaaS Hits $1.2m ARR, Sold 14% for $500k
Olson: Dealers refusing manufacturer EV product lines are acting short-sightedly
“I mean, you don't know where it's going to go. You don't know what sort of What backing they're going to put behind it, you don't know what the consumers are going to end up wanting, and so to say I'm not going to sign up for something could be very, very shor…”
Whitney Olson Mar 2, 2022 ▶ 13:36 Will truck lovers go electric?
HOW I BUILT THIS Assertion Not checkable as stated
Park: Early athletic apparel brands simply shrank and pinked men's clothing
“Lots of manufacturers were starting to, what they used to call shrink it and pink it, and I think they still call it that. They take their men's stuff and They do it over in pink and call it a day and make it smaller.”
Missy Park Oct 18, 2021 ▶ 31:40 Title Nine: Missy Park
Ryan: Manufacturers must fund retail clearance discounts for discontinued products
“And it's expensive to launch a new product. It's really expensive to discontinue. Because when you see something on shelf that's being discounted for the store to get rid of it, the manufacturer is funding it.”
Eric Ryan Oct 12, 2020 ▶ 44:35 method: Adam Lowry & Eric Ryan (2018)
Boyd: The Laundress avoided contract manufacturers to control product formulations
“We wanted, we didn't want to go to a manufacturer and just say, make something for us. We wanted to know what we were making, and I think that's what's woven into the whole business, is that we wanted to make sure we were in control of what we were making.”
Lindsey Boyd Jul 27, 2020 ▶ 29:00 The Laundress: Lindsey Boyd
a16z Insight
Manufacturers Must Prevent Channel Partners From Competing on End-User Pricing
“From the perspective of the manufacturer, channels should not compete with each other on price.”
Alex Rampell Oct 26, 2018 ▶ 17:10 Distribution, Channel & Partnerships
Product Manufacturers Must Cover the Cost of Retail Shelf Clearance Markdowns
“And it's expensive to launch a new product. It's really expensive to discontinue. Because when you see something on shelf that's being discounted for the store to get rid of it, the manufacturer is funding it.”
Eric Ryan Oct 8, 2018 ▶ 43:11 method: Adam Lowry & Eric Ryan

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