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Bernd Kaiser wrote that Tesla presented its new Roadster at night, which according to his information can accelerate from 0 to 100 in less than a second. SpaceX cold gas engines would even allow the vehicle to take off. He compared this technological advancement in the USA to what he views as a lesser pace of innovation in Europe. Kaiser criticized Volkswagen for recalling ID models and claimed that European automakers are lagging behind China in charging performance. At the same time, he accused company executives and politicians of focusing more on ideology and regulation than on inventions. He said the Roadster would not be approved in the EU, mockingly justifying this with possible noise protection regulations. In his opinion, Europe has lost its technological edge. #TeslaRoadster #ElonMusk https://t.co/rAcUSFyR6J #Tesla #Innovation #Technologie (translated)

The article argues that a ban on new combustion engine vehicles by 2035 may no longer be necessary, as the development towards fully electric vehicles is progressing and the EU Commission plans to only require a 90 percent reduction in emissions from car manufacturers. #Energiewende #Elektromobilität #Verbrennerverbot (translated)

The EU has introduced an import quota for Chinese hybrid vehicles to support domestic car manufacturers, while experts are skeptical about whether this will actually lead to an increase in sales of European hybrids. #Hybridfahrzeuge #Autoindustrie #EUEinfuhrbegrenzung (translated)

Emanuel Boeminghaus wrote that BMW's sales decreased by 6.3 percent in the summer. This means that the Munich car manufacturer performed better than Mercedes with a minus of 7 percent, VW with a minus of 9 percent, and Porsche with a minus of 16 percent. This was mainly due to the success of Mini, although its returns did not match those of a 7-series BMW. Without Mini, BMW would be in a similarly poor position as Mercedes, in his view. According to Boeminghaus, the high-end segment has recently collapsed significantly. It fits that Rolls-Royce reported a 12 percent decline. While the Handelsblatt cites reasons and special effects for many developments, he sees a "decline on a broad front" and questioned who would ultimately be proven right. https://t.co/oQK2c4QKED #BMW #Automobilindustrie #Marktanalyse (translated)

Furkan Yildirim wrote that chip stocks have fallen sharply worldwide. He named as a trigger remarks made by Broadcom CEO Hock Tan, who said at a conference in Singapore on Monday that many AI investors do not understand what they are investing in and have set expectations too high. SK Hynix lost 10.09 percent, Samsung 7.39 percent, and the South Korean stock market 5.46 percent. At the same time, Broadcom expects annual AI chip revenues of $230 billion by 2028 – four times the current value. Yildirim referred to Samsung's recent figures: the company reported a record operating profit of around $80 billion the week before, an increase of 782 percent. Five days later, the stock dropped by 7.39 percent. According to Handelsblatt, Samsung and SK Hynix are now valued on the stock market at just under four times their expected annual profit for 2027 – similar to distressed European car manufacturers. The market apparently no longer trusts the record profits, wrote Yildirim. He highlighted as a key statement from Tan's speech that capital is now scarcer than chips, memory, or power. Intel CEO Lip-Bu Tan identified capital and its costs as the greatest challenge at the same conference. Yildirim also quoted a projection from Apollo economist Torsten Slok: Amazon, Alphabet, Meta, Microsoft, and Oracle could invest $892 billion in data centers this year and even $1.1 trillion by 2027. Public budgets and social security in Germany are expected to invest a total of approximately $170.6 billion by 2025. The companies are increasingly financing their expenditures through bonds and competing with governments for investors, which, according to Yildirim, could raise interest rates for everyone. A model published by the U.S. think tank Brookings estimates that the U.S. will need investments of $10.3 trillion in AI infrastructure by 2032. According to the model, for this to be profitable, the AI sector would need to generate approximately $3.7 trillion in annual revenue by 2032, accounting for 9.2 percent of total U.S. economic output. Yildirim also wrote that Broadcom partially guarantees a loan package of around $42 billion, with which AI developer Anthropic is financing its computing chips for 2027. By the end of October, the first large data center operators will present their figures. The question now is no longer merely whether enough chips can be produced but also who will be able to pay for them. #ChipIndustrie #Investitionen #KünstlicheIntelligenz (translated)

European car manufacturers, led by Volkswagen and Renault, are intensifying their efforts to catch up in the electric vehicle market as they face strong competition from China at the Paris Motor Show and receive support from the EU, which is planning import limits for hybrid vehicles. #Elektroautos #Automesse #Wettbewerb (translated)

Tichys Einblick reported that BMW has sent thousands of emails with links to personal severance offers on the corporate platform HR4Me. The portal temporarily went down due to the high number of accesses. Additionally, the medium wrote that car manufacturers are also under criticism for their political activism. https://t.co/DtIGoK4bGx #BMW #Abfindung #HR4Me (translated)

China has agreed in the trade dispute with the EU to reduce exports of hybrid cars to Europe by more than half, which is seen as the first compromise without prior tensions and could relieve some pressure from Chinese competition on German car manufacturers. #EUChina #Hybridautos #Handelsstreit (translated)

Fred Gehrmann wrote to Karl Lauterbach that BMW had withdrawn the leasing contract for Rausch. He suspected that this had been the last BMW for the company fleet. Although BMW, like all German automakers, was struggling, his impression was that the company's reaction suggested they did not want their leasing business either. #BMW #BMW #Autobranche #Leasing (translated)

Dr. Kristin Brinker wrote that BMW rates AfD politicians lower than dictators like Kim Jong-il, Hussein, and Assad. She described it as irresponsible that the DAX corporation allows itself to be instrumentalized and positioned against AfD voters. Given the difficult market environment for German car manufacturers, this is remarkable, she added. Furthermore, she wrote that the BMW share price has fallen by about 45 percent over the past three years. https://t.co/tZAlgntgAW #BMW #Aktienmarkt #AfD (translated)

Miss Eve criticized BMW over reports that the car manufacturer withdrew its leasing offer for the new President of the Saxony-Anhalt Parliament on the day of his election. If this is true, the question arises as to whether BMW makes business decisions dependent on the party affiliation of an officeholder, she wrote. She argued that for a company car funded by public means, efficiency and the requirements of the office should count. At the same time, she accused BMW of possibly applying political criteria in selecting customers and warned that these could choose other manufacturers. Miss Eve wrote that she drives a BMW 430i M Sport Coupe, but her leasing contract will soon expire. She could then choose another brand. In the event that BMW excludes customers because of their political views, she noted there are 60.5 million eligible voters in Germany, 30.5 percent potential AfD voters, and 18.5 million disgruntled customers. #BMW #Automobilindustrie #Kundenservice (translated)

Tichys Einblick reported that BMW risks an open opposition to the AfD in its economic crisis because the newly elected parliamentary president of Saxony-Anhalt, Tobias Rausch, should not drive a service BMW. Currently, there are almost 20 million AfD sympathizers living in Germany, according to the article. Tichys Einblick referred to a link in the first comment for more information. #BMW #AfD #TobiasRausch #SachsenAnhalt #Brandmauer #BMW #AfD #SachsenAnhalt (translated)

Apollo News reported that the car manufacturer BMW did not want to provide the newly elected president of the AfD state parliament, Tobias Rausch, with a company car. On the day of his election to the office, the company canceled its leasing offer. https://t.co/2cFEBzSrBx #BMW #AfD #Dienstwagen (translated)

NIUS reported that the new President of the State Parliament of Saxony-Anhalt, Tobias Rausch (AfD), might soon be without an official car after BMW unexpectedly withdrew a previously submitted leasing offer. The situation is also significant in light of recent statements by BMW CEO Milan Nedeljković, who spoke out against "right-wing populism and nationalism" to the FAZ. https://t.co/cgMYNeemQX #SachsenAnhalt #AfD #BMW (translated)

Dr. David Lütke wrote that a member of parliament was elected as the president of the state parliament of Saxony-Anhalt. He asked whether a car manufacturer had withdrawn its offer for service vehicles due to this democratic election. He accused BMW not only of making ugly cars but also of producing "bullshit." https://t.co/GyvajIagQj #Politik #SachsenAnhalt #Demokratie (translated)

Paul Brandenburg wrote that the struggling car manufacturer BMW also wants to get rid of AfD customers. He described this as incomprehensible madness and remarked that BMW would pay the price for it, while the AfD is likely to gain even more sympathy as a result. https://t.co/XZaG0Qllhc #BMW #AfD #Politik (translated)

The author wrote that Porsche is building more internal combustion engines again and will, if necessary, accept fines. He asked how quickly and clearly other car manufacturers would follow this course. He described the state’s “electric ideology” as a failure. In his view, electric cars are purchased for economic and practical reasons. https://t.co/D9STmByGfC #Porsche #Verbrenner #Elektroautos #DE (translated)