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BMW

includes BMW i Ventures

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jun 20, 2024 by TP Huang · said 10 times in 8 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Shayle Kann (3), Sam Jaffe (3), TP Huang (TP Wang) (1), Scott Moskowitz (1), James Frith (1), Ernest Scheyder (1)

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003264202120222023202420252026episodesmentions
024202120222023202420252026episodes it came up in
000.821.54202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 1 mention in 1 episode
2024 6 mentions in 4 episodes 2 per episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about BMW, oldest first

Jun 20, 2024 neutral
Assertion Supported
Huang: German automakers generate one-third of sales from China
“For people like Volkswagen, they get one third of their sales in China. And I think it's similar ratio for BMW and the Audi and Benz.”
TP Huang Jun 20, 2024 ▶ 34:39 Demystifying the Chinese EV market
Oct 10, 2024 negative
Assertion Supported
Frith: Northvolt's yield struggles inflated costs and lost BMW's contract
“Northvolt started manufacturing cells on its plant around the end of twenty-twenty-two, I believe. So, kind of, we're coming up to two years now. And if the, you know, media reports are to be believed, they're still having a huge issue with yields. They can't …”
James Frith Oct 10, 2024 ▶ 30:18 Unpacking China’s cheap battery costs
Dec 12, 2024 negative
Assertion Supported
Khan: BMW canceled a $2 billion Northvolt order over quality issues
“What seemed to, you know, make the slope of the downturn for the company accelerate a lot was BMW canceling this big two billion dollar order because of quality issues as far as I understand it.”
Shayle Kann Dec 12, 2024 ▶ 21:02 What went wrong at Northvolt?
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