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Ding ding ding, we have a winner!

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

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

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.

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...

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...