Goldman's Koch: We Love EVs

The video discusses the exponential growth of the EV market, highlighting investment opportunities in EV companies, traditional OEMs, and the supply chain. It addresses the challenges faced by traditional automakers in adapting to the EV market and the impact of semiconductor supply chain issues. The discussion also covers the pandemic's influence on consumer trends, emphasizing the millennial preference for experiences and active lifestyles.

What is the current percentage of auto sales in the EV sector?

• 20%

• 15%

• 5%

• 10%

Which company is considered best positioned among traditional OEMs to transition into the EV market?

• GM

• Toyota

• Volkswagen

• Ford

What is a significant challenge for tech platforms like Apple and Google in the EV market?

• Lack of innovation

• Limited EV exposure

• Regulatory hurdles

• High production costs

What is the current lead time for receiving a basic semiconductor chip?

• 30 weeks

• 22 weeks

• 15 weeks

• 10 weeks

What is a key focus for addressing supply chain vulnerabilities in the semiconductor industry?

• Outsourcing to Asia

• Reducing chip sizes

• Reshoring to the US

• Increasing chip prices

What is a major factor in controlling the COVID-19 pandemic according to the discussion?

• Increasing vaccination rates

• Implementing lockdowns

• Reducing travel

• Closing businesses

What consumer trend is highlighted in the context of the pandemic?

• Focus on home improvement

• Increase in savings

• Shift towards experiences

• Preference for luxury goods