1. GM, Ford, Chrysler
2. Apple, Google, Microsoft, Oracle, Salesforce, Yahoo!, Facebook, Adobe, Netflix, Tesla, Twitter, Pandora
There is a lot of value in the supply chain that could be captured by clever software or manufacturing techniques.
My (UK based, vaguely remembered) understanding is at least two of those companies in list 1 went bust in the last five years, and that over the past twenty or more years an awful lot of effort has been spent squeezing inefficiencies out of the supply chain (the auto industry is the poster boy for JIT manufacturing, for pushing debt fueled capital expenditure into your own supply chain etc)
Manufacturing scares me as the incumbent software providers (SAP etc) are huge beasts, well embedded and actually good at writing software.
My preference would be to find industries where the main software provider was actually Excel, or just pen and paper.
However, speaking of SAP and the likes: In any large company there are so many support functions that literally run on Excel or some cobbled together SAP atrocity the opportunities are almost limitless.
It's obviously easier to make a MVP of a chat app than to design a ML painting algorithm to save 1% in paint every year (or whatever the specifics may be), but there are definitely opportunities there if you're looking for a 'big market'.
