„Kodak to stand by analogue film for at least 30 more years. ‚Most of the US does not need digital cameras‘“ IMO the i3 was a really good EV. But it requires some focus the be taken serious in the market, and this statement is harmful.
BMW to stand by combustion engines for at least 30 more years: 'Most of the US does not need BEVs' teslarati.com/tesla-rival-bm…
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Also, from That market share base, BMW is clearly missing an opportunity to redefine itself carsalesbase.com/us-car-sale…
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Lastly, Tesla‘s share of the US market is not far from BMW‘s. Inconceivable to me how BMW can say such things just months before the first Model Y‘s hit the market. They may be right, but I suspect their market will be eroding
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BMW are making an outsider’s bet, risky, but potentially the right thing. I don’t think so (and happily hold on to my TSLA stock), but time will tell.
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Do you think this is a conscious contrarian bet? To what aim? Doesn’t look like VW, AUDI or Benz will leave any vacuum to fill while they electrify. Every car maker who takes Tesla serious, is executing a cashcow+electrify strategy, different only how bold the electrify bet is
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Replying to @pvblivs
I think so, yes. I also think it’s misguided, but that’s almost mainstream conventional wisdom now

Jan 9, 2020 · 9:09 PM UTC

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Replying to @stilkov
There’s thruth to it. I just fail to see why BMW should fill the gap. Probably rather a Ford or GM niche
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TBQH my guess is that someone installed some especially backwards-thinking managers at the very top by accident
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