Can't sell them if you can't make them - BMW

[OVERKILL]

Typical first year production issues. New model comes out and there's a waitlist for it. After 3-5 years, production catches up and it's no longer the latest and hottest thing on the market. Usually you also have first year or two glitches on a new model. Same thing for software, don't be the first adopter, wait for them to work out some of the bugs.

The crazy part is that the M50 is basically a neutered M car, if they are doing the same thing like they do with the X5, where the X5 xDriveM50 has a detuned X5M engine. It's 526HP and coming out of the hole, it is violent. I suspect we will actually see an electric M car, and that should be totally nuts.

 

[JeffKeryk]

Be interested to see the trajectory of sales as capacity grows and, also, if sales continue to increase at the same rate of their competitors can actually start delivering vehicles, lol.

Strange times, indeed. An inflection point in more than one regard. The EV evolution and the world wide thing just might separate the men from the boys. Strange times indeed...

 

[sk_pete]

It looks a lot better blacked out. Still not great, but a lot less obnoxious:
View attachment 112422

Without badge i would think it's a china junk.
Bimmers became ugly for some reason.

 

[Alien]

It's not just the electric BMWs. I was in a BMW dealership a few days ago, and they had four cars on the floor (all M class, one marked "sold", one marked "used"), and another two new models sitting outside. The rest of the lot was mostly empty or appeared to be used cars. A bored salesman told me "Every day we hope for a truck to show up and deliver some new cars".

 

[JeffKeryk]

It's not just the electric BMWs. I was in a BMW dealership a few days ago, and they had four cars on the floor (all M class, one marked "sold", one marked "used"), and another two new models sitting outside. The rest of the lot was mostly empty or appeared to be used cars. A bored salesman told me "Every day we hope for a truck to show up and deliver some new cars".

Why do you think this is true? Every car manufacturer is dealing with the supply chain problems. Is it fair to assume Tesla is a better managed company? The results would indicate so.

My bigger curiousity is, what happens going forward? Do we go back where we left off pre 2021? I have to believe we are at a strategic point of inflection. Interesting times ahead; important times ahead. There will be winners and losers.

 

[Koainn]

Why do you think this is true? Every car manufacturer is dealing with the supply chain problems. Is it fair to assume Tesla is a better managed company? The results would indicate so.

My bigger curiousity is, what happens going forward? Do we go back where we left off pre 2021? I have to believe we are at a strategic point of inflection. Interesting times ahead; important times ahead. There will be winners and losers.

Tesla better managed? Musk is an erratic pothead. Tesla may still be in business but it's inspite of him not because

 

[JeffKeryk]

Tesla better managed? Musk is an erratic pothead. Tesla may still be in business but it's inspite of him not because

OK... What is your explanation as to why only Tesla has managed the problems of the last 2 years? Why can't BMW compete? Or just about any other car company, for that matter? Results count.

Yes, Tesla is still in business; their market cap is $940B, making it the 6th most valuable company in the world. Of any kind. Bigger than the next 10 car companies combined, right?

Would you agree that is pretty good management? I appreciate your thoughts.

 

[Koainn]

OK... What is your explanation as to why only Tesla has managed the problems of the last 2 years? Why can't BMW compete? Or just about any other car company, for that matter? Results count.

Yes, Tesla is still in business; their market cap is $940B, making it the 6th most valuable company in the world. Of any kind. Bigger than the next 10 car companies combined, right?

Would you agree that is pretty good management? I appreciate your thoughts.

You must be a trader/investor since you post to that other thread so you must know market cap signifies nothing...everyday hi flying huge market cap companies crash and burn....I can give you a 100 examples from just the last 6 months

What I will agree to is TSLA is a creation of irrational exuberance like someone said once lol. Maybe we can revisit this topic in 6 months when their stock price is below 500

 

[Wolf359]

You must be a trader/investor since you post to that other thread so you must know market cap signifies nothing...everyday hi flying huge market cap companies crash and burn....I can give you a 100 examples from just the last 6 months

What I will agree to is TSLA is a creation of irrational exuberance like someone said once lol. Maybe we can revisit this topic in 6 months when their stock price is below 500

Well it was in the 628 range as recently as 3 months ago. Just one of those wild rollercoaster rides. It doesn't have to crash, it might just not have anywhere to go after a while. Same thing happened to Microsoft at one point, was always really profitable but just went sideways for a while. Cisco kinda peaked over 10 years and it's still not back. Same with Intel.

 

[UncleDave]

I like the BMW Idrive cars.

Im curious to see how the batteries degrade over time and how the brushed motors hold up and what might be the maintenance on them.

The bigger one isnt super competitive but the smaller one posts great trip times.

I love the german driving experience, but detest the dealer experiences Ive had, and there is absolutely zero chance an indy shop can handle these at this stage, but If they get this right I might just end up with one.

 

[PandaBear]

Tesla better managed? Musk is an erratic pothead. Tesla may still be in business but it's inspite of him not because

It's all a show, Musk is very good at cash grab using dodgecoin and flame thrower, preorder, etc. Why do you think SEC is punishing him? Without Musk Tesla would be in financial trouble long ago. Financial engineering is an important part of managment.

 

[JeffKeryk]

It's all a show, Musk is very good at cash grab using dodgecoin and flame thrower, preorder, etc. Why do you think SEC is punishing him? Without Musk Tesla would be in financial trouble long ago. Financial engineering is an important part of managment.

TSLA is closing in at $1T market cap once more. Pretty effective show, I'd say. It just might overcome Apple one day....

 

[JeffKeryk]

I like the BMW Idrive cars.

Im curious to see how the batteries degrade over time and how the brushed motors hold up and what might be the maintenance on them.

The bigger one isnt super competitive but the smaller one posts great trip times.

I love the german driving experience, but detest the dealer experiences Ive had, and there is absolutely zero chance an indy shop can handle these at this stage, but If they get this right I might just end up with one.

Munro i4 1st impression...
BMW EV maintenence?

Not exactly a perfet picture comparison, but...

 

[sk_pete]

Tesla better managed? Musk is an erratic pothead.

funny how he once had weed at joe rogan´s show. now he´s forever weed addict...

 

[UncleDave]

funny how he once had weed at joe rogan´s show. now he´s forever weed addict...

The only guy to have ever landed and reused rockets in a commercial application
Built his own spaceship that beat NASA and Boeing/ Lockmart.

AND created the first viable car company in our lifetimes.

I don't care if the guy chain smokes joints all day.

 

[Koainn]

The only guy to have ever landed and reused rockets in a commercial application
Built his own spaceship that beat NASA and Boeing/ Lockmart.

AND created the first viable car company in our lifetimes.

I don't care if the guy chain smokes joints all day.

When Musk returned to Moscow with Mike Griffin (who led the CIA's venture capital arm In-Q-Tel[14]), they found the Russians increasingly unreceptive.[15][16] On the flight home Musk announced that he could start a company to build the affordable rockets they needed instead.[16] By applying vertical integration,[15] using cheap commercial off-the-shelf components when possible,[16] and adopting the modular approach of modern software engineering, Musk believed SpaceX could significantly cut launch price.[16] Griffin would later be appointed NASA administrator[17] and award SpaceX a $396 million contract before SpaceX had ever flown a rocket.[18]

Concerning Tesla he didn't found the company or even invent any of its technology. All he did was buy himself a chairman of the board designation.

The company was incorporated as Tesla Motors, Inc. on July 1, 2003, by Martin Eberhard and Marc Tarpenning.[13] Eberhard and Tarpenning served as CEO and CFO, respectively.[14] Eberhard said he wanted to build "a car manufacturer that is also a technology company", with its core technologies as "the battery, the computer software, and the proprietary motor".[15]

Ian Wright was Tesla's third employee, joining a few months later.[13] In February 2004, the company raised $7.5 million in series A funding, including $6.5 million from Elon Musk, who had received $100 million from the sale of his interest in PayPal two years earlier. Musk became the chairman of the board of directors and the largest shareholder of Tesla.[16][17][14] J. B. Straubel joined Tesla in May 2004 as chief technical officer.[18]

A lawsuit settlement agreed to by Eberhard and Tesla in September 2009 allows all five – Eberhard, Tarpenning, Wright, Musk, and Straubel – to call themselves co-founders.[19]

We all know Tesla got government subsidies just like his rocket company so he benefitted by having friends in high places. The only thing he ever did was he had the foresight to hire people smarter than him to develope it all.

Watching him as he conducts himself in public he reminds me of forrest gump..a guy that stumbled into good fortune lol

 

[BMWTurboDzl]

Remember with BMW they are not selling just 3-4 models this is on top of the industry wide chip shortage.

We have 2-series on order which won't hit production until last week of October (July order date).

 

[UncleDave]

When Musk returned to Moscow with Mike Griffin (who led the CIA's venture capital arm In-Q-Tel[14]), they found the Russians increasingly unreceptive.[15][16] On the flight home Musk announced that he could start a company to build the affordable rockets they needed instead.[16] By applying vertical integration,[15] using cheap commercial off-the-shelf components when possible,[16] and adopting the modular approach of modern software engineering, Musk believed SpaceX could significantly cut launch price.[16] Griffin would later be appointed NASA administrator[17] and award SpaceX a $396 million contract before SpaceX had ever flown a rocket.[18]

Concerning Tesla he didn't found the company or even invent any of its technology. All he did was buy himself a chairman of the board designation.

The company was incorporated as Tesla Motors, Inc. on July 1, 2003, by Martin Eberhard and Marc Tarpenning.[13] Eberhard and Tarpenning served as CEO and CFO, respectively.[14] Eberhard said he wanted to build "a car manufacturer that is also a technology company", with its core technologies as "the battery, the computer software, and the proprietary motor".[15]

Ian Wright was Tesla's third employee, joining a few months later.[13] In February 2004, the company raised $7.5 million in series A funding, including $6.5 million from Elon Musk, who had received $100 million from the sale of his interest in PayPal two years earlier. Musk became the chairman of the board of directors and the largest shareholder of Tesla.[16][17][14] J. B. Straubel joined Tesla in May 2004 as chief technical officer.[18]

A lawsuit settlement agreed to by Eberhard and Tesla in September 2009 allows all five – Eberhard, Tarpenning, Wright, Musk, and Straubel – to call themselves co-founders.[19]

We all know Tesla got government subsidies just like his rocket company so he benefitted by having friends in high places. The only thing he ever did was he had the foresight to hire people smarter than him to develope it all.

Watching him as he conducts himself in public he reminds me of forrest gump..a guy that stumbled into good fortune lol

"The only thing he ever did was he had the foresight to hire people smarter than him to develope it all."

If thats all he did why cant everyone do it? Why Hasn't anyone else done it?

My problem with the guy is that he doenst just risk his own money - he risks everyones money.

That said Nasa was very used to telling everyone what to do with no repercussions while they make major mistake after mistake.
The auto establishment thought they could just BS everyone like they previously did and thought they could force tesla out of existence.
The SEC thinks they can do whatever they wish as well like telling pole what they can and cannot say - also BS.

 

[BMWTurboDzl]

The SEC thinks they can do whatever they wish as well like telling pole what they can and cannot say - also BS.

The SEC isn't doing that. There are certain things a CEO can/cannot say regarding a public company which they are running. For example the comment about taking the company private was a big no-no. Elon is aware of this but his autistic self won't comply.

 

[UncleDave]

The SEC isn't doing that. There are certain things a CEO can/cannot say regarding a public company which they are running. For example the comment about taking the company private was a big no-no. Elon is aware of this but his autistic self won't comply.

The SEC has been out of control for years.

Elon is not the CEO anymore he is the "technoking" and therefore unbound by this regulation.

We'll see what kind of penalty he pays for discussing taking the company private.

Ill bet the saudis wish they'd have paid 420 for it.....