CloseI have just posted up a new blog, The Supercar Trio: Larry, Ben, and Mike based on the Fireside Chats with Lawrence Stroll, Benedetto Vigna, and Michael Leiters from the recent Financial Times Future of the Car Event in London.
Comments on the analysis?
These are no typos? 
Stroll replied “with that no we didn’t 100 more if you’re referring to the DBX we had tremendous well two very big supply chain shortages which we mentioned during the course of the year one was one was leather one was bumpers and we had to deliver cars later in the year because we got the components later in the year those were sold orders or to dealers or the customers that we delivered later they were not there. The car should have been delivered earlier but were sold before they were delivered so there’s no, categorically there’s no car made today that aren’t pre sold at all. There’s no cars made today that were not ordered by a customer or by a dealer there’s no cars in our inventory there are cars in dealers inventory. Its just the two or three cars they have in the showroom. These are the cars that they have for test drives and but unless they’ve ordered the car, or the customer ordered the car, that’s correct we have not made a car. Other than some press cars or things like that”
1988 Peugeot 205 Rallye / 2004 Porsche 996 GT3 RS / 2022 BMW M5 CS
Porker:These are no typos?
Stroll replied “with that no we didn’t 100 more if you’re referring to the DBX we had tremendous well two very big supply chain shortages which we mentioned during the course of the year one was one was leather one was bumpers and we had to deliver cars later in the year because we got the components later in the year those were sold orders or to dealers or the customers that we delivered later they were not there. The car should have been delivered earlier but were sold before they were delivered so there’s no, categorically there’s no car made today that aren’t pre sold at all. There’s no cars made today that were not ordered by a customer or by a dealer there’s no cars in our inventory there are cars in dealers inventory. Its just the two or three cars they have in the showroom. These are the cars that they have for test drives and but unless they’ve ordered the car, or the customer ordered the car, that’s correct we have not made a car. Other than some press cars or things like that”
Nope, just Lawrence in his own words.........
SSO.:Enmanuel:Stroll, yikes.
I'm really curious what that 4 door McL would be like.
Im sure it will be their version of a SUV. Like Ferrari though, my guess is you will not be allowed to call it a SUV.
Following the McL ethos it should under promise, and over deliver in terms of performance. But I wonder if they have the market pull to make it profitable. I've said it before but they are still very much an enthusiast brand, and most high end / performance SUVs (or whatever they want to be called) are just status symbols. OTOH if they did a very high performing sedan, that might set them apart. But historically those have not been terribly successful either.
2024 is shaping up to be a very interesting year for tha automotive world. Looking forward to more in depth analysis 
SSO.:Enmanuel:Stroll, yikes.
I'm really curious what that 4 door McL would be like.
Im sure it will be their version of a SUV. Like Ferrari though, my guess is you will not be allowed to call it a SUV.
How?
Up until this very second, every single car that came out of Woking is on exactly the same platform, just some tweaks here and there.
They don't even have money to do a new platform for their bread and butter lineup, where they gonna find the money to develop an all new 4 seater platform? Or they gonna modify that 4C tub and turned that into a 4 seater? Highly unlikely.
Body won't be carbon anymore, it will be aluminum, which they have no expertise on. Where are they gonna come up with the cash to develop an aluminum platform AND a factory to build that?
About the only valid option I see on the table is that they partnered up with someone else and rebadge something into a McLaren 4 seater.
Ferrari is out of the question, Ferrari simply won't do that. They could try asking VAG, that would put their cost way down as VAG is cranking out those bodies like there is no tomorrow and it's the best platform right now. But VAG likely will say no also.
Mercedes or BMW? Another no.
They wouldn't go lower and try any of the Japanese platforms or Koreans for that matters.
What's left?
Aston Martin.
Stroll got a brand new factory that has capacity to spare, and he would welcome the extra revenue from the extra volume. McLaren get access to a ready made premium platform, maybe they will stuff their own engine in there or maybe not. Both British so even logistics works.
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