traditional auto OEMs
3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jan 4, 2025 by Gavin Baker · across every show →
Everything said about traditional auto OEMs, oldest first
Jan 4, 2025 bearish
Baker predicts traditional automotive manufacturers will entirely lose their Chinese business
“They're going to lose their Chinese business because they don't make competitive products anymore. If there's not massive protectionism, and we're seeing signs of that, they'll be caught between Tesla and the Chinese OEMs. And I think the only way that this do…”
Jan 4, 2025 bearish
Chamath predicts traditional auto manufacturers face collapse and mega-mergers in 2025
“I think that this is the year that we will see the collapse of the traditional auto OEMs. And I think that the deal that happened at the end of 2024 with Honda, Nissan, I think is a bit of a signal to what the industry has to do, which is to go through a massi…”