When we look at the automotive industry, the primary focus is upon the manufacturers. There is, however, a long line of suppliers that are faced with the same scenarion.
In this video I discuss how, depending upon which side if the disruption fence, companies could face enormous opportunity or risk due going forward. This could give people another option in terms of their approach to the industry.
▶️ 3Speak
Hello brother @taskmaster4450le
Thank you, my brother, for the in-depth information, although car manufacturing is not available in my country, and I cannot find a car factory, so I liked your narration of your idea. Happy day.
That's a good point. I have just been thinking about the big automotive companies, but when you look at it like an app, they are just like the front end. The suppliers are like the back end. There should be a lot of disruption happening to them as well. Thanks for discussing this.
Summary:
In this video, the speaker discusses the opportunities available in industries undergoing disruption, particularly focusing on the automotive industry and the shift towards electric vehicles (EVs). While the spotlight often falls on big auto manufacturers and the transition from internal combustion engines to EVs, the speaker highlights the lesser-discussed but equally important opportunities in the supply chain associated with EV components. He brings attention to companies that manufacture parts like transmissions and carburetors, which may face disruption, and identifies potential growth areas such as battery components, wiring, computers, and equipment manufacturing for EVs. The speaker suggests that there may be lucrative opportunities within these lesser-known entities that supply components to the growing EV market.
Detailed Article:
The video opens with the speaker emphasizing the industry disruption and the opportunities within it, specifically honing in on the automotive sector, with a keen focus on electric vehicles (EVs). While acknowledging the pervasive discussions around major auto manufacturers like Tesla, the speaker diverts attention to the often-overlooked players in the automotive ecosystem.
He underscores the significant shift from traditional components utilized in internal combustion engine vehicles to the new landscape of EVs. The absence of components like transmissions and carburetors in EVs is highlighted as a threat to companies specializing in these parts. However, he balances this by pointing out the potential for growth in areas like battery components, wiring, and computer systems within EVs.
The speaker prompts viewers to consider the broader implications for companies involved in supplying components necessary for EV production. He raises questions about the supply chain of EV battery manufacturers, hinting at unseen opportunities within the realm of battery technology and associated components. Additionally, he speculates on the role of equipment manufacturers that facilitate the production of EV components, suggesting that these behind-the-scenes entities could be ripe for investment opportunities.
By shifting the focus beyond the well-known auto giants like Tesla, the speaker challenges viewers to explore the intricate network of suppliers and manufacturers essential to the EV industry's growth. He suggests that as the demand for EVs rises, so too will the demand for the components and equipment necessary for their production, potentially leading to substantial growth opportunities for lesser-known entities within the supply chain.
In conclusion, the speaker encourages viewers to delve deeper into these less-discussed areas within the industry, hinting that the real potential for growth and investment might lie within these lesser-known companies rather than the headline-dominating auto manufacturers. By urging a shift in perspective towards these hidden opportunities, the speaker leaves viewers with a broader understanding of the evolving automotive landscape and the multifaceted opportunities it presents beyond the surface level.
Notice: This is an AI-generated summary based on a transcript of the video. The summarization of the videos in this channel was requested/approved by the channel owner.