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Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
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Mar 26 • 5 tweets • 4 min read
From LEADER to LAGGARD:
How BMW (and TOYOTA) sealed its EV fate in a single day
🚀NEW VIDEO OUT

Why is it that #BMW and #Toyota, two prominent LEADERS, became dead-last LAGGARDS once #Disruption arrived?

I thought I knew why, but Boy was I wrong!
1/🧵
2/
 Years ago I heard something on BMW which I knew wouldn't end well.

My prediction is now coming true

But going down this rabbit-hole I realized something more FUNDAMENTAL is at play at BMW, and the same goes for Toyota!
3/
 BMW won't survive. Toyota possibly will.

This video is one of my favorite stories. It weaves through decades and continents, shows leadership in face of disruption, shows @elonmusk @jimfarley98 #NikolaTesla #HenryFord the Innovator's dilemma and lots of shirtsleeves
4/
 The crazy thing is #BMW's future (or lack thereof) was determined many years ago

Something similar happened with #Toyota

It's crazy, but it's true! Watch the video and YOU'LL see it too

One thing I promise you is that it won't be boring. Disruption never is
5/
 If you like the video, please like and share it or retweet here to help me reach more people

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Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture

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More from @ConnectingODots

Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 25
BMW is lagging in EVs and its future is far from certain
But all this was determined years ago!

In this video we spawn decades and continents, dive into psychology, management theory, cool and ugly designs and most of all the importance of LEADERSHIP at times of disruption
1/
Video was in pre-release, then updated to include BMW's recently announced "BULLISH" EV plans
(MSM thinks it's bullish, but bullish my ass!)

I have to say this is one of my favorite stories!

Video will be out Sunday, or join my Patreon and watch now:
patreon.com/posts/day-bmw-…
The video is out. Link here:
Read 4 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 24
PROJECT HIGHLAND + MIA LFPs
(No new info, new conjecture!)

Before InvDay I predicted that Highland M3 will serve as prototype for 3rd gen platform

Others predicted that it will just shave costs by getting MY treatment structural pack w. F/R Gigacastings

Here are NEW POINTS
1/
2/
From 4/1 Model 3 SR will stop being eligible for tax credit, while M3P and MY retain eligibility

M3SR extremely important for Tesla's results, as it uses LFP and doesn't encroach on limited ternary battery supplies.

SRs are *IN ADDITION TO* not *INSTEAD OF* other cars
3/
 A week from now post-credit prices will be:
M3SR = $43K
M3P = $46.5K
MYLR = $47.5K
Unless Tesla can SIGNIFICANTLY reduce prices, very few Americans will buy M3SR

M3SR price MUST drop lower compared to MY (M3P price can be kept higher than M3SR by taking more margin)
Read 10 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 23
THE REAL PRICE WAR

In a mini-newsletter I sent my patrons earlier this month, I attached an article from China and gave a heads-up that while we focus on EVs, the effects of Tesla's price cuts on ICEV prices is potentially much more important
1/🧵 Image
2/
 The idea is simple:

Tesla lowered prices and triggered an EV price war, where competitors are forced to slash prices to remain half-relevant

But with modern EVs getting cheaper and cheaper, demand for ICE fell off a cliff and @jpr007 's Valley of Death became a real factor. Image
3/
 Chinese buyers abruptly cut ICE purchases. With lots of capacity but low sales, this pushed OEMs to slash ICE prices as well

I wrote SLASH because price cuts are huge. 10% seems like baseline and even 40% cuts are available

(Gif shows Slash😎)
Read 14 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 1
21 Hours to go till Tesla's Investor Day presentation, and I realized that I didn't post my Livestream on Twitter.

The production is SH*T, completely amateurish (see 2/) but the content AFAIK is unique so could interest you
2/
Production was horrible. The only good thing about it is that next time can only be better.

But the content is unique, and just a tip of the iceberg Image
3/
 So many other things I didn't show, such as Tesla patent for (faster, more efficient) QUENCHING OF ALUMINUM EXTRUSIONS using pulsed width modulation (PWM) atomizing spray nozzle
lightmetalage.com/news/industry-…
Read 5 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Feb 5
GIVING CREDIT TO #FORD (@jimfarley98 so should you!)

Ford's CEO recently discussed various inefficiencies in procuring Mach-E. For example, needlessly-long wiring and hosing

However, this isn't a fault. THIS IS FINE and a CREDIT to previous management

People tend to forget
1/
2/
 People forget that Ford developed the Mach-E skunkworks style, in a single year by the small "Team Edison"

👏👏FORD WORKED AGILE👏👏 They did NOT try to get everything right, just make a good-enough car fast enough, hitch onto the learning curve and start sliding wright's law
3/
 That being considered, #MachE is a phenomenal achievement

It's better than ICE SUVs, Munro4 says is just $1500 more costly to make than the Tesla Model Y (though years and versions may vary) and lessons gained already found their way into the #F150 #Lightning
Read 5 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Feb 3
TESLA ENERGY ROCKING IT!!!
(or am i imagining things?)

A couple of hours ago Tesla posted on YT this vid that they tweeted some time ago - "Meet Megafactory"

What's interesting though is the text beneath it...
1/🧵
"Megafactory is one of the largest utility-scale battery factories in NA, capable of producing 10,000 Megapack units every year, equal to 40 GWh of clean energy storage"

Something in the phrasing caught my eye.
"Capable of" means CURRENT is 40GWh. Not too shabby considering 2022 installations were 6.5GWh and looking at this US graph

But "ONE OF the largest"???
Really???
Does that mean Giga Nevada is capable of even more?

Your thoughts🙏
@SawyerMerritt @bradsferguson @MatchasmMatt
Read 6 tweets

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