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electric cars

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 20, 2023 by Doug DeMuro · across every show →

Everything said about electric cars, oldest first

Sep 20, 2023 neutral
Opinion
DeMuro: Electric Vehicles Eliminate Driving Dynamics As A Purchasing Differentiator
“All electric cars pretty much drive the same. And so nobody really cares that much about the driving experience.”
Doug DeMuro Sep 20, 2023 ▶ 53:37 Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
Oct 30, 2023 bearish
Opinion
Munger believes only one or two electric vehicle makers are investable
“Well, for maybe for one or two electric cars that are really good at it, maybe, but certainly nobody else.”
Charlie Munger Oct 30, 2023 ▶ 29:56 Charlie Munger (Audio) · Acquired
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