Tesla Has Won: Oops! BMW and Lucid CEOs Accidentally Say Why
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- čas přidán 12. 06. 2024
- In this video, we dissect recent statements from BMW and Lucid CEOs, analyzing their implications for the future of EVs. BMW CEO Oliver Zipse's resistance to the EU's 2035 ban on ICE sales raises questions about the company's EV strategy. Meanwhile, Lucid CEO Peter Rawlinson's remarks on Chinese EV technology highlight ongoing challenges in the market.
Brian White @4kpodcast (host of FutureAza on CZcams)
/ @futureaza
Timestamps
00:00 Introduction
03:33 Electrification Strategy for Automakers
05:08 Impact of Government Regulations on Automotive Industry
15:39 Chinese EV Market Dynamics
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Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
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The biggest problem the legacy auto makers in Europe have is not the quality of their cars, it’s the middlemen (dealerships) who act as gatekeepers who actively push ICE cars cause they have higher recurring revenue (maintenance costs).
Most people don’t realise it, but selling direct to consumer and thus capturing margin is a _huge_ advantage for Tesla that the legacy autos won’t be _able_ to match.
BMW & Mercedes make _good_ electric cars, but the dealer margin and them trying to _sell_ you an ICE/hybrid when you walk in is severely holding them back.
I haven’t noticed any dealers pushing ICE in my European country. What country have you seen that in? On the contrary I’ve only noticed them pushing whatever car I’m looking for.
The client of automotive Manufacturers is not us the final client, it's the dealer who will absorb every car they produce. Factories cannot adjust production for seasonal demand / economic downturns. Dealers absorb all units produced and they resell it to the consumer and make money via car financing/maintainence/repairs/upgrades. The profits also goes into advertising/political lobbying/taxes etc.
Tesla needed none of that
its the end customer who is rejecting the EV inconvenience and danger
BMW is pumping the same line you hear from the "Big Four" in the US:
- Reguatory overreach!
- Too expensive to re-tool!
- Consumers don't want EVs!
Meanwhile they make big money on ICE repairs and ICE replacements. The comment you highlighted about dealer pushback is right on.
The scary thing is that people believe this nonsense.
The main thing is that the big European and American have no technology edge in electrical motors and batteries.
11,000% gain on initial 2010 IPO to date. I rest my case
Germany was warned about relying too heavily on Russian gas. They just ignored it.
Yup. No Mr. T. fan but they smirked when he mentioned it. Bigger F-up is abandoning nukes.
The name is pronounced “Tseepze” (hard for me to write the sounds in english 😂)
Brian's thoughts are my thougts. Who will consider a BMW gasoline car in 2037. LOL
That is true but the secondhand price on Electric Cars with the battery and the age of that and that is not cheap to replace seem to scary for me still..
@@Ragman1983 Batteries that last for 25 year are in production now. Outlast the car basicly.
Herbert Diess actually said it takes Volkswagen more than 3 times longer to build a vehicle than Tesla. What a huge mistake Volkswagen made in firing him.
Very well done.
Tesla's competition is coming All over them self 😂
Good one 😂
Generally a German word that starts with "Z" has more of a "ts" sound. Essentially the Z is even a harder Z.
So instead of like the English word "zoo", it would be pronounced more like the middle of the company "Etsy".
The "s" near the end of Zipse would be pronounced a bit like an English z. So his name would probably be more like "Tsipza".
Maybe more like Tseepsa?
@@ejt3708 Yes! Good point on the vowel! :))
3:57) "what about the rest of the world?" Brian nailed it. Even if Zippy gets German/EU mandates changed, BMW has been - used to - make their profits in China/North America...
My last BMW was a 1987 535is and it was a great car! Fun to drive, forgiving if I got a little carried away and 100% dependable. What happened to BMW? How the mighty can fall.
The 535i was a great car - loved the way it would handle road imperfections with a refined and muted “blimp” noise. Fine looking car in the day and nice engine note. The 540i V8 that replaced it must have been special.
@@patrickspader4062 I miss it more than my ex wife for sure! Cheers
Connecting the Dots superbly explained BMW's decisions to cripple the company..
could Tesla make autonomous valet parking software for hotels now?
now right now, but in under a year time, why not.. not for hotels, but for any location honestly.. their taxi service entails not only parking but much more complicated tasks, and fsd moving towards that fast
Then who would spin the rubber off my tires?
How many Cyber trucks per week? more than 1000?
He mentions employment .... in 2035 ... that dude not only missed the EV revolution but now he thinks that we will have people in factories? In 10 years? lol.
Brand loyalty is so huge...I think it is underrated by all competitors. The other day i had a conversation with a fellow that is pretty smart, about EV's in general and Tesla's in particular. He acknowledged the leading edge tech represented by Tesla, yet stubbornly clung to his commitment to Toyota trucks....because that is what he was used to.
it takes time for people to change... they eventually convince themselves
Just get on with it Zippy.
BEV'S are the future
Have you read “The Innovator’s Dilemma”?
BMW has a classic case. The dilemma is real and literal. They are stuck between a rock and a hard place. Damned if they do, and damned if they don’t.
And it’s not as simple as just going all-in on electric because that would kill their current business.
And one specific point in the book is that companies have “antibodies” (people) that see the innovation as a threat and fight against it. Think of all the people at BMW that would lose their job or find their expertise meaningless if they went all in on electric.
There is a real possibility that BMW goes the way of Kodak and Blockbuster. Maybe not in the 30-40% chance range yet, but the threat is real.
It's a bit like GM's Saturn division. Dealers hated Saturn, blamed them for siphoning away sales, when they were actually getting the GM customer as they were shifting towards Japan.
Poor OEM's!!! Poor dealers!!! All going bankrupt because they can't stop being greedy and careless about the suffering and death of Climate Change!!!
@@RobertLBarnard But GM execs hated Saturn even more, working day and night to sabotage their hated enemies at Saturn, Oldsmobile, Pontiac...
BMW ice vehicles are 10 year cars, batteries have roughly a 10 year life, so there's no loss for BMW.... After 20 years the repair costs out weigh the KBB.
My two BMW i3s are 10 years old & both batteries are 100% health.
10 year ICEs with frequent and major fuel, repair and maintenance bills, you mean.
ICE mandates are not needed. the market will eliminate petrol vehicles in the next 5 years. just compare the market 5 years ago with today and extrapolate.
Agreed. HUGE tesla bull here and I don’t think mandates are a good thing. Let the market do its thing. I’m not even remotely worried about ICE being a thing in the near future.
If German and Japanese car makers get serious with EVs, it will be a tremendous positive for Tesla while decimating the Chinese EV makers. Chinese companies have been making smartphones and ice vehicles for a while now and havent done much outside China.
my tesla stock is two years behind
Ok that is nice if its true for sure
The NETL research suggests that Marcellus Shale production wastewater from the two Pennsylvania regions could meet 38-40% of current domestic lithium consumption.
The first letter ‘z’ of Oliver Zipse’s last name is pronounced ‘Ts’. The last letter ‘e’ is not pronounced as the ‘a’ in ‘vast’. It’s more like a very short version of the ‘o’ in ‘word’, but that’s not entirely correct either. As you probably know, there is a standardized way of writing the pronunciation of all words. If I could use it here, I could write up the correct pronunciation.
Germany will make the exact same move as the United States and put a 100% tariff on Chinese cars but you still need a compelling vehicle to stay relevant
Germany can’t do anything on their own. Tariffs are regulated by the EU not individual governments. Most EU countries don’t have their own auto industry. And some that do are owned by Chinese companies.
Tesla years ahead of Chinese EV, Lucid years ahead of Tesla, that's what he said.
… in German, the letter Z is almost always (99% :-) pronounced like we pronounced the letters T and S, together. This is especially difficult, it seems, for English speakers, especially when it occurs at the beginning of a word. But we don’t seem to have a problem with that when we say the word “tits”.
So, the guy? is Olly Tsits?
About 7:35. It's not Russia doing shenanigans in the region. That would be the U.S. please, someone explain to me why the U.S. and NATO are even involved with Ukraine?
There are over 120 EV car makers in China. Most aren't risking using the latest unproven & most expensive tech. They also aren't claiming to be technologically superior. They are making affordable EVs that are clearly eating up the Market that Tesla prospered in whilst being first into it.
BMW is not adding value as much as they think they are. That's why their cars are too expensive. Make the production process cheaper, and make it reflect in the final sale price, and you will know how much value you are actually adding.
Some particularly clever AI Academics are now, by acknowledgement of how things operate in practice, making the distinction/discernment between conventional semantic symbology and in-practice pragmatic meaning by default, ie the difference between policy perceptions and practical performance.
It used to be the difference between sympathetic medicine and allopathic rule of thumb, or "whatever works", fail fast and often being the converse. One can see the same mechanism operating in sustaining momentum and abruptly replacing it in an alternative long-term solution. Energy efficiency is the qualitative Gold-Silver Rule of thumb that applies to all phenomena.
Germany is hoisting itself on the Petard of fossil fuels use momentum, a fine example of self sacrifice for the world.
Consumers will drive this transition from here rather than governments or car makers. Consumers see the cost savings of EVs and will therefore demand EVs. Simple as that.
Herbert CZcams is suppressing your videos . I have to search your name in order to see your videos
Not if you Subscribe.
@@AKJammer1 of course i have
Did you click notifications? Herbert’s videos appear reliably in my feed.
Deregulation and Privatisation are the latest revision of Divide and Conquer, the converse of organized education and construction of reiteration practices passed on by learning by doing experience and Intuition. It's all a bit waffly and human nature-ish.
"Vigilance is the price of Freedom" by default.
👍😅
@brian - that "someone who does not know better" is called Volker Vissing. And he should know better... 😡
Israel's already with > 20% EVs.
Or… BMW CEO has a great relationship with Elon Musk, as per Elon owning a BMW and modifying it in an Engineer’s way, so there’s a trust relationship there. 🥂🚀☀️
Bmw killed the wounderfull i3 and that was it for me as a brand.
You pronounce "Zipse" like you would say "Tsypse", where the "e" is pronounced the way like in the word "error"...
Herbert is mostly right about the end of Oliver's last name. None of you is about the beginning. 😉 Its [Tzippi] with the last being a very very short "i".]
The EU should save BMW from their FAILED business choices.
Incrível live muito esclarecedora conhecimento e vida nos liberta adoro tudo que menciona meu herói grata por poder assistir sucesso sempre no aguardo das próximas e que liberou o campo de tradução sou do Brasil meu idioma português e não podemos ficar sem conhecimento e vida nos liberta esse ser humano extraordinário e abençoado está fazendo muitos milagres em prol da preservação da raça humana isso não tem preço devemos prestigiar lo enquanto está entre nós Deus o protege e conserve es muito importante é precioso para todos nós
F, GM, BMW… all over the waffle/bs-sky.
I believe everyone is over looking the fact that the largest car market in the world "controls" the direction of where the car market will be. If china is mandating that all vehicles to be sold domestically by 2035 are "new energy vehicle", it stands to reason that they will put more of their engineering/production torward electric only vehicles.
Therefore, with economy of scale, they will beat most of the competitors in the world.
Chinese car makers don't have to be better than Tesla, they just have to be better than most legacy OEM and be comparable with Tesla. Also, if and when autonomous cars are here, most people won't care too much about how a car "looks" ( super stylish) and "drives" (sporty).
the oracle did say byd is going to beat everyone if i remember well., on the long run the chinese are going to catch up, and from the chart they already sold more than everyone iin a short time, we humans need to sit on a table and put our stupid competitions aside and do whats best for all 8 billion of us, this is our house and we need to fix it, imagine what they can do collectivelly , so far its a dream
The advantage man in the street cannot afford a .EV
80% of American men in the street cannot afford a new car - regardless of drive train. Have you seen the price of a Frunkin' Ford Bronco? OJ Edition?
Get rid of the mandate. IF it benefits BMW (or any other legacy car maker) because it forces them to produce EVs and gets them 'ready' for the future (sounds a bit paternalistic to me), advocate for its removal. If EVs get so cheap - likely due to better battery tech - to the point where EVs are cheaper than ICE, CONSUMERS will purchase them over ICE cars. That's how a market is supposed to work. IF BMW and other don't/won't/can't compete by that time when/if it comes, then they'll cease to exist. That's what CEO's, the board etc are meant to be responsible for.
Don't bother retraining humans, because The Robots will be replacing them soon.
Average age of a vehicle? Is it 11 years? ICE cars will naturally reduce
It was Ukrainian and USA shenanigans that destroyed the pipeline.
Im a TSLA investor but totally against any madate anywhere to ban ICE vehicles. Give people freedom to purchase what they want.
Well, you should know that the regulation is not about pushing a certain technology for the sake of it. Its about limiting and ultimately banning co2 emissions. This type of regulation is necessary otherwise we would still use fridges with cfc or cars without catalysts etc.
@peebee3261 Sorry I call BS on you.
@@CapeFear1 don't be sorry, i'm really impressed by your well-versed reply
Give people the freedom to pursue their own self-interest and let global problems like climate change destroy the human race.
Big Gov is useless anyways....this transition is happening! Having an ICE vehicle will no longer make sense.
You can't beat charging at home. For those who don't own property, they can go to public chargers or get a CyberCab.
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german engineers are capable of producing an excellent electric product, german management is not, and management controls engineers. if bmw does not transition fast enough, and it is declaring that it won't, then a half dozen other global companies will produce the product that will dominate all markets, including germany, including the bmw clientele. short term profits, short term thinking, all while looking at evidence to the contrary. chinese & tesla products will get cheaper and better while bmw stands still and watches their customer base erode and they go bankrupt. same goes for japan incorporated.
🍍
Old dinosaur are to decadent and unable to transform quickly
as Tesla shifts gears towards robotaxi and storage, BYD is going to eat their lunch an automotive sales. The rate at which they are adapting and churning out new models is amazing.
Russian shenanigans? You mean when Norway and USA blew up the Nordstream pipeline?
Where are the Chinese getting their software? Have they stolen Tesla software?
Probably at some point in time they did, as they will steal FSD software from Tesla. They will leave Tesla to solve it and then copy it and sell it for a fraction of the price.
Tesla and Elon is most likely paving the way for all other to copy and sell it without having to pay the price Tesla is today.
try to pronounce it like „ts“ instead of „s“ so: more like „TSIPSE“ so is geman prounoucing!
Does everybody remember when trump was trying to get Germany to stop buying Russian gas?
Maybe jobs is a lost cause!
With humanoids doing all monotonous, repetitive work, we will never again have that kind of labor market we have had.
So, isn't it time to change focus from creating jobs to just production?
But changing mentality is a hard thing to do. We might get a conversion period where jobs which could be done cheaper and better by humanoids are done by subsidized workers.
Pretty demeaning, if you ask me, to spend time doing jobs mostly for therapeutic reasons!
I see an awful lot of youngsters in a close by warehouse, shelving stuff. Too many of them for not being heavily subsidized! Is that our future job market?
according to chatgpt, the leading Z in Zipse is a voiceless alveolar affricate.
Erm Brian,
Sorry Russian shenanagans? They are not innocents but there was a bit of American shanies too. Sorry off topic but didnt like your fluff comment there.
Hey your hate for lucid is strong how you say 5 years when you know thats 2 years, always misleading.
People aspire to owning BMW M cars, no one aspires to owning a model 3 performance, it’s literally the most uninspiring looking vehicle out there. Check out how much any M car of any age is worth, they are desirable and collectible, the Tesla model 3 performance on the other hand is heading for the scrapyard when it gets to 10yr + old
deluded 🤪🤪🤪
Two things drive EV contempt--overzealous fanboys and mandates. I highly appose government mandates, they are not helping.
Then stop being triggered by fans and government mandates. You have control over your base emotions I hope.
Germány not importing gas is due to EU shenanigans. Not a Russian shenanigans. I’m sure Russia would be happy to supply them with gas. The EU and US are the ones that bombed Nordstream. Not Russia
you are simply mouthing Putin talking points. Putin is a dictator. Putin kills people with no restraint and that kind of thinking produces that kind of talking point. this is evil. we must oppose evil and dictatorships.
Russia strategized by suppling gas to Germany as a trump card. Germany is highly dependent on Russian oil. Thus believe this would give Russia great influences over Germany politics and commitment to Russia ambitions. That didn't work for Russia.
herbert just deleted my reply when i pointed out that claiming the us bombed the Nordstream pipe was a Putin talking point. i understand that you don't want this site to get political, but pointing out motivated blatantly false information should be part of the remit. after all, you are dedicated to clarifying and supplying reliable data, not so? the onus should be on the original statement, which i claim is politically motivated, not oriented to truth.
@@nguyep4 they strategized selling their product to a customer? As opposed to keeping it all the themselves. Even the gas that they don't consume? That's a weird take
@@rainerdeusser I have never met Putin or know any Russian or consume Russian news. I'm American. Please explain to me how a so-called Putin talking point could have gotten to me. Or is it more likely that you. An American I'm assuming, that consumes western media. Would be saying American empire talking points? Which is more likely?
NO COUNTRY SHOULD MANDATE WHAT PEOPLE WILL BUY
All things in life are regulated as are consumer products. Products that are harmful to the consumer or the environment need to be regulated or ultimately banned. Simple as that.