OEM
also referred to as: oems
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 21, 2024 by Brad Gerstner · across every show →
Everything said about OEM, oldest first
Nov 21, 2024 bearish
Gerstner: Autonomous shift could shrink global automakers from 20 to 3 or 4
“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…”