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  1. DCYL725

    BMW XM. What are they thinking?

    Ding ding ding, we have a winner!
  2. DCYL725

    New electric Porsche Boxster caught testing for the first time

    How can they get the weight down if battery tech is the limiting factor?
  3. DCYL725

    Turmoil at VW: Porsches Postponed by Buggy Software Cost VW’s CEO His Job

    Great reference to the 80s. I read up on that, great case study. Thanks for sharing!
  4. DCYL725

    Turmoil at VW: Porsches Postponed by Buggy Software Cost VW’s CEO His Job

    Valid points. Taking note. Though I didn't mention whether it was short-term value (which is just volatility) or long-term value (which is intrinsic value). I meant long-term shareholder value/intrinsic value.
  5. DCYL725

    Turmoil at VW: Porsches Postponed by Buggy Software Cost VW’s CEO His Job

    Hard to say now that we are after the fact. How to justify their ev sotp valuation given how far behind their software is? Do they get 100x on that segment only for the taycan and current crap software like what other pure plays are getting? The delay in Macan slows down their revenue mix away...
  6. DCYL725

    Turmoil at VW: Porsches Postponed by Buggy Software Cost VW’s CEO His Job

    Porsche IPO went from 100bn Euro valuation vs. 50bn Euro, that's a large chunk of shareholder value lost. His no. 1 responsibility as CEO is to create shareholder value and he failed. The software is so vital because, in order for Porsche to get the EV segment valuation from investors...
  7. DCYL725

    What everyone should know before they buy an EV

    If you don’t have regular access to an AC charging station you might not want an EV right now. DC fast charging is not intended for daily (or frequent) charging and will wear out your EV battery much faster than using slow AC charging. Highly debated topic. What's everyone's view on this...


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