Sam Abuelsamid reflects on the origins of BMW’s i program, today’s economics and the application of lessons learned.
We veer into supply chain details and consider the path that the legacy automakers have chosen.
The show closes with a discussion of Apple’s entry assets, supply chain power and business model evolution.
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Anton Wahlman joins us as we dive into numbers, production curves and the clash between reality, vision and hubris over autonomous cars
Tesla’s “financial equation” merits much discussion interspersed with reflections on an EV landscape littered with government subsidies.
We close with accounting, including a dissertation on variable costs and the burden of “dealerless” car sales.
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