OEM

“There's going to be a huge shortage.”

“I personally think in the long run, nuclear probably ends up looking like gas turbines look today, which is there, you know, in the gas turbine world, there are basically three Three OEMs that control like 70, 75% of the market. It's an oligopoly, essentially.…”

“When you drive your car, it generates data, and today, about 25 gigabytes per hour are actually withdrawn from the OEMs Stored on their back ends and sold.”

“So they know that this is not their data, but they're making it difficult for us consumers to access that data. And that's why and that's why they can still, you know, make money with our data.”

“2018 in Europe, at least, was the year when the European Commission asked the OEMs to put a so-called emergency call in, in, in, in the car.”

“They tell you they don't really store data in the car, but they do.”

“I actually don't think they're going to get much worse. I think all of the OEMs are, in fact, I know all the OEMs are working like crazy to try and shorten up their lead times, or at least make sure they don't get worse.”

“I would say between 36 and 48 months. I suppose there are some OEMs that are claiming up to 60 months, but I would say on average it's around the 48 month period.”

“We are going to be partnering with a OEM. I think Bloomberg's already written about it. Perplexity will be pre-installed on the phones of that OEM, and we'll be able to, like, push notify all those users to set perplexity as the default assistant on the Androi…”

“Until now, like, people with OEMs would just not even take a meeting with you. If you ever go to them and say, hey, like, what do you think about using an alternative assistant or an alternative search? They'd be like Google is paying too much money. I'm not g…”

“I think there is a path where this is that event, that extinction event, tectonic event that leads, takes us from 20 OEMs down to three or four. And if we sat here in five or six or seven years and we were on a path to three or four global automakers, it would…”

“Tesla got a 10 year head start. Not because the OEMs couldn't. They could have. And of course GM did many, many years ago, right? Great fully functioning electric vehicle, but they couldn't figure out how the hell you make, make a buck on it. And so they didn'…”

“Where, you know, maybe 12 to 18 months ago, some folks had, you know, forecast that they were, had high conviction on that you could get 50% penetration by 27, 28, are now being pushed to, you know, maybe twenty-thirty or beyond, and that's largely as a result…”

“So for example, our oldest battery packs are now five years in the field. And we have, they are still at 90% plus health, which means we are now internally starting to project eight to 10 year battery life. We know in the industry that I think most of our comp…”

“They have not had a liquid market, really. They're not a lot of big, huge OEMs just churning, churning out batteries, and there will be as a result. Of all of this funding, and I think that will change the equation, too, because in addition to interconnection,…”

“We work with different companies OEMs, some of, you know, the largest in the world are some of the ones that we're working with, and we help them release Neurable powered products. The first one is going to be a pair of headphones. Eventually it's going to be …”

“The passenger car design cycle, depending on if you're talking about a Chinese OEM an American OEM, European or Japanese can go from two to 10 years even”

“So, with an OA, being an OEM, you own your own code, you own what you create, but obviously you don't own the ERP platform Product. Ah, a value added reseller provides configuration and training, ah, and support on an ERP, but they don't generally write any or…”

“Typical VAR split is fifty-fifty up to that. It actually, a value-added reseller may only get 40% of the revenue. Whereas original equipment manufacturer can get, oh 70 to 80% depending on volumes.”

“More of the OEMs, they're trying to get into the subscription model. The car dealerships are trying to get into a subscription model.”

“For companies which had failed, I had seen that one of the biggest thing is not getting the OEM connection and integration and support on time.”

“Down the road, we expect to partner with OEMs to provide our assistant technology in their own devices, including smart speakers”

“What we definitely see is that churn on direct accounts is higher than churn of OEMs.”

“The manufacturer, the OEM is the person paying us, and you know, they'll, they'll pay for their salespeople, that it's our tools in the hand of their salespeople, so they'll, they'll pay for the license, or push it down to their, Dealers and their distribution…”