1. Increased share of suppliers in working with OEMs from design stage : MForesight: Alliance for Manufacturing Foresight estimated global percentage to be <50% in late 1980s to ~70% in 2011. Since 2011, no quant estimate is there but - My understanding of space suggests that this number has risen significantly globally - In Indian context, Tier-1 has largely been predominant till 2018's, so the pecentage is bound to be much less than global standards 2. Since 2018 follow

State of Digital Transformation at Indian Auto Ancillaries (H1'26) My quick take on what they are doing very well:- 👉 One of the strongest performers in my assessment especially on the digital design and digital manufacturing nuances (Advanced MES deployments) 👉 One of the few auto-ancillaries which is implementing digitization initiatives basis a structured framework and not haphazard POC implementations. Their ZF Production System (ZF PS) is a 360 framework focusing on al

1. Palantir Technologies in their filing notes " Across both the public and private sectors, there is a history of failures when investing in new technologies. One U.S. military department spent more than $1 billion building an enterprise resource planning system from scratch. The system was never delivered, and the project was terminated. Many of our customers have had similar experiences investing millions — even billions — of dollars in digital transformation projects, e

NVIDIA , Oracle , Meta seem to be in the most turbulent zone for the next 1-4 year time horizon! I ran a 2x2 analysis on quantum of risk v/s Immediacy of risk on select US tech companies Parameters used on both X and Y axis:- 1. Difficulty in monetization and sustainability of AI initiatives 2. Threat to existing key (>50% by revenue) revenue component 3. Failure to hire and retain key personnel 4. Effect of macro-economic factors Insights :- 1. Netflix Shopify Adobe

GenAI chatbot developers take on the ever-evolving AI-assistants space In an interesting discussion with ex-software engineers and now full-time GenAI based product entrepreneurs Anmol Rishi and Utkarsh Marwaha revealed their findings of what according them are the top 3 key use cases GenAI assistants :- 1️⃣ First is what they call as AI-servant or labor which is say helping kids do their homework quickly or an AI-bot doing table reservation. Interesting to note that it i