Autos and Economics: Auto margins and disruption

Thursday, August 10, 2017

Auto margins and disruption

Just a quick cross-reference in line with the previous post a great quote:

“TSLA, for all Musk's gift-wrapping abilities, is primarily a manufacturer, and history has shown us that the economics of the automotive industry are crap. ”

Graham Osborn, Contributor 10 Aug 2017, 09:51 AM

found in the comments to "Some Thoughts About Tesla's Latest Bond Offering" posted by Montana Skeptic at Seeking Alpha on August 10th.

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Smitka Research Networks

GERPISA auto industry research consortium, headquartered in Paris. The June 2020 conference had been planned for Detroit, but for obvious reasons was cancelled. The 2021 conference will also be virtual.

The Industry Studies Association is an outgrowth of the MIT International Motor Vehicle project of the 1980s and 1990s. A major backer, the Sloan Foundation, funded the creation of an organizational home for those interested in the industry as a unit of analysis. I've learned a lot from people working on wind power, cell phones and steel.

I also serve as one of roughly 25 judges for the Automotive News PACE Awards, which recognize innovation in the automotive supply chain, something I've done since the program's inception in 1996-7. During the last "normal" year, I visited suppliers in the US, Korea and Japan, with innovations ranging from new composite materials and electrical distribution systems to rain sensors. I've visited suppliers in Canada, Mexico and Europe. It's volunteer work, we judges only get reimbursed for reasonable travel expenses.

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Thursday, August 10, 2017

Auto margins and disruption

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