BMW, every mention
32 scenes · ← back to BMW
tap a year for its mentions
every year anyone Ben Gilbert 12David Rosenthal 11Doug DeMuro 9
Verbatim, from the transcripts: the passages where BMW comes up
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
- ▶ 2:45:31 David Rosenthal You know, if you take, like, BMW, you know, you've got your regular BMWs, and then you've got your M series, or Mercedes, you've got the regular Mercedes, then you've got the AMG.
- ▶ 3:18:53 Ben Gilbert BMW, 14%.
- ▶ 3:20:33 Ben Gilbert But still, Ferrari is able to sell their cars for twice what it costs them to make, whereas if BMW spent a hundred bucks to make a car, they only get to sell it for a 115 dollars.
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 1:55:35 David Rosenthal So, you know, you had Honda in the sport, Toyota, BMW, obviously Ferrari.
- ▶ 1:55:52 David Rosenthal So all of a sudden it becomes no longer tenable either financially or just public perception wise for Honda or BMW, et cetera, to keep operating these
Rolex (Audio) · Acquired
- ▶ 2:13:02 David Rosenthal GoldenEye was when BMW launched the Z three Coupe, right?
- ▶ 4:11:56 David Rosenthal However, it kind of sounds a lot like a BMW to me, or a Mercedes.
- ▶ 4:12:00 David Rosenthal A Mercedes or a BMW, again, most people are
- ▶ 4:12:14 Ben Gilbert Yeah, well, most people finance BMWs, but nobody's, well, I think people probably finance Rolexes.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 48:42 David Rosenthal Amazon, BMW.
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 31:02 David Rosenthal These dealers, especially I would assume luxury dealers, like a BMW dealer, Mercedes, or, you know, Porsche might be a little different, but, um, you've got dozens, maybe hundreds of millions of inventory sitting on the lot.
Porsche (with Doug DeMuro) · Acquired
- ▶ 56:46 David Rosenthal Mercedes and BMW, like, they were the sedan makers, and Porsche maybe could have challenged them, but it was like, hey, you know, they've got their turf, we'll keep our turf in sports cars, and, like, everybody will be happy here.
- ▶ 1:19:57 Doug DeMuro Like, now you view Audi as a legitimate competitor to Mercedes and BMW.
- ▶ 1:20:49 Doug DeMuro We got BMW and Mercedes.
- ▶ 1:58:15 Doug DeMuro BMW came out the X-Five in 2000, and that was also a revolution.
- ▶ 1:58:18 Doug DeMuro The M-Class, Mercedes never had the sporty pretense that BMW did, so that car was just for suburban
- ▶ 2:47:09 Ben Gilbert So at around two and a half million a year is BMW and Mercedes-Benz.
- ▶ 2:47:14 Ben Gilbert And it does feel like Porsche is in a much different class than BMW or Mercedes-Benz in terms of the sort of, um, hoity-toity-ness associated with it when you get to drive it
- ▶ 2:47:26 Ben Gilbert And the question is, if they made 10 times as many Porsches, would we all feel the same way that, oh, it's just a BMW?
- ▶ 2:47:54 Doug DeMuro Like, it's interesting about BMW, because if you think about, if you saw Porsches as often as you saw BMWs, would it be special?
- ▶ 2:51:20 Ben Gilbert BMW, as we mentioned, 10 times more units of BMW sold than Porsches, uh, are down at 17%.
- ▶ 2:51:39 Ben Gilbert Porsche is at 29%, so about 50% higher than BMW.
- ▶ 2:55:22 Ben Gilbert And so we just talked about Porsche having better gross margins than BMW or Mercedes, but not as good as Ferrari.
- ▶ 2:55:40 Ben Gilbert But BMW also makes 10 times more cars, so that may not also be the right comparison.
- ▶ 2:56:51 Doug DeMuro Like, I think, now, not against BMW and Mercedes-Benz, but certainly against, like, the Japanese.
- ▶ 2:57:48 Doug DeMuro I mean, it's certainly true, so you get a BMW or Mercedes-Benz and it's just not as nice.
- ▶ 3:01:05 Doug DeMuro BMW is like eight.
- ▶ 3:07:27 Ben Gilbert Like, I think they'll fare better than Mercedes and BMW in a downturn, and, like, way worse than Ferrari.
- ▶ 3:07:55 David Rosenthal The broader universe of BMW, Mercedes, all the Japanese brands, Tesla, et cetera, um, in America, Ford, you know, all the Ford brands, the Chevy brands.
- ▶ 3:10:36 Ben Gilbert Like, will we think of them as a BMW in 10 years when we see them around the streets?
- ▶ 3:19:43 Doug DeMuro So all just all like enthusiast cars, you know, Porsches and BMWs and things of that variety.
Peloton - the entire history and strategy behind America's trendiest workout · Acquired
- ▶ 1:56:50 David Rosenthal Like you're competing with BMW.