Doug DeMuro: uncertainty

Transcript context

…A little bit echoes of our Lockheed Martin episode that we just did. The heritage of the great airplanes, the great Porsches, is this independent annual engineering small team culture. But to operate today in the content, you have to be part of this. The Macan's a big hit, and then we just alluded to it with the Taycan. Mission E is the concept that they introduced in 2015, so pretty early. I guess the Tesla Model S came out 2013, 2012? 2012 model year. Porsche was pretty early with the concept for Mission E. Not everybody was sure that was going to catch on. Electric vehicles, I don't know. A lot of people were slow as a result. In fact, entire nations were. Japan is five years behind everyone in electric. It's the weirdest thing. It's like they just woke up last year, and we're like, oh, my God, this is going to happen.…

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