automotive industry

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 18, 2020 by Frank Stephenson · across every show →

Everything said about automotive industry, oldest first

Feb 18, 2020 negative
Insight
Frank Stephenson says mass-market automakers suffer awful designer-engineer relationships unlike exotics
“The bread and butter companies have an awful relationship between the designers and the engineers, whereas the high flying, the exotics have a great relationship between the engineers and the designers.”
Frank Stephenson Feb 18, 2020 ▶ 26:32 #76 Frank Stephenson: Pushing the Limits of Innovation
Jun 3, 2025 positive
What-if
Early auto avoided setbacks precisely because bankers refused to issue debt
“It is a fortunate thing for the industry that it was not favored by the bankers, Harvey reflected, else it would have been financed by bond issues, and there have been several periods when these bond issues might have been foreclosed, which would have set back…”
Shane Parrish Jun 3, 2025 ▶ 36:42 Harvey Firestone: Men and Rubber [Outliers]
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