Volkswagen AG
Thesis
Volkswagen is expected to become the world's leader in electric vehicles and will have the cleanest fleet in the next decade, driven by significant shareholder engagement and pressure to improve their environmental impact.
Did it work?
No price performance data is available and the time elapsed since the pitch is unknown, while the thesis explicitly spans a decade-long horizon ('next decade'), so there is no basis to judge success or failure yet. On the facts, the thesis has not clearly played out — VW scaled EV production but was overtaken by Tesla and BYD rather than becoming the world EV leader, and it has faced software and demand setbacks — but with an unknown fraction of a ten-year horizon elapsed, these developments are interim noise rather than decisive confirmation or invalidation.