Carrier

10 statements across 2 episodes · 8 bullish · 1 bearish · 2 people on the record · first statement Jan 27, 2026 by Subramanya Rao · across every show →

Everything said about Carrier, oldest first

Jan 27, 2026 positive
Disclosure
Discover Dollar Built Integrations with Target and Carrier's India GCC Teams
“In Target when we had to build an API to connect and get the data, we worked with their technology teams here as well. For Carrier, again, when we did procurement teams were based with the GCC. We were able to drive that with their innovation and AI team.”
Subramanya Rao Jan 27, 2026 ▶ 1:07:15 Ep2: From GCC to Global Growth Hub: The 7-Eleven Playbook
Jul 10, 2026 positive
Assertion Not checkable as stated
Carrier converts 20% to 30% of quarterly POCs into full-scale deployments
“The governance is so tight at the ideation stage, whatever cross comes to POC is more vetted. That's why like if you do 10 POCs example in a quarter, out of 10, two or three gets full scale.”
Kamal Sharma Jul 10, 2026 ▶ 40:35 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 neutral
Disclosure
Carrier links GCCs in India, Mexico, and China under one non-competing program
“In Carrier we have predominantly a program called Content Hubs. So we have India, Mexico, and China under those under under this program, these three GCCs. Important locations, strategic locations and we want to make sure that These GCCs are not competing with…”
Kamal Sharma Jul 10, 2026 ▶ 8:06 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 positive
Disclosure
Sharma: Carrier Mexico Hub Drives Factory Digitization and ERP Systems
“We made sure that Mexico will be our center, which will be driving the digital transformation for factories and ERP systems and, you know, associated technologies.”
Kamal Sharma Jul 10, 2026 ▶ 10:50 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 positive
Disclosure
Sharma: Carrier India Hub Focuses on Deep Tech and Enterprise Skills
“So India is our deep tech center where emerging tech and all traditional enterprise, you know, skill sets we bring on a table.”
Kamal Sharma Jul 10, 2026 ▶ 10:30 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 negative
Insight
Sharma: Overlooked tokenization costs erase enterprise AI production savings
“Solutions are also developed. But when the solutions went into production, three to five months passed, and they realized, oh God, we have not considered the cost of tokenization.”
Kamal Sharma Jul 10, 2026 ▶ 31:29 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 positive
Assertion Not checkable as stated
Sharma: About 40% of Carrier's workforce uses the iCar innovation platform
“So around 40% of our workforce is on that platform.”
Kamal Sharma Jul 10, 2026 ▶ 15:51 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 positive
Assertion Not checkable as stated
Digital staff make up under 9 percent of Carrier iCar users
“And the beauty is in that digital is not even like eight, nine percent.”
Kamal Sharma Jul 10, 2026 ▶ 18:15 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 positive
Assertion Not checkable as stated
Sharma: Carrier scaled Spend LLM initiative to deliver bottom-line cost savings
“So we quickly moved up, and the POC results were promising, and from there we quickly got the stakeholder aligned, approved, and we scaled the program. And that, that brings us a lot of cost savings, a lot of you know undiscovered dollar value back to organiza…”
Kamal Sharma Jul 10, 2026 ▶ 14:29 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 bullish
Disclosure
Sharma: Carrier Is Building AI Most Aggressively in 2026
“Is definitely AI.”
Kamal Sharma Jul 10, 2026 ▶ 48:51 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
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