consumer electronics
4 statements across 2 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Apr 26, 2025 by Amit Khatri · across every show →
Everything said about consumer electronics, oldest first
Apr 26, 2025 positive
Apr 26, 2025 bullish
Apr 26, 2025 bearish
Khatri: Hardware differs from fashion because scale requires proprietary tech partnerships
“So I personally think technology works in a very different way. It's not like fashion where you just Create a product and sell at any price point. Technology, you need an access to partners. We were talking about all proper, a lot of proprietary things. So I t…”
Nov 5, 2025 neutral
Adcock: Humanoid robot manufacturing resembles consumer electronics, not cars
“Automotive manufacturing is like the most complex systems I've ever seen in my entire life all put together to manufacture cars. It's like hundreds of times harder than manufacturing consumer electronics. Like, we manufacture consumer electronics a lot by hand…”