It would be interesting to be Speedbrain through all of this. I wonder how early they knew this would be a possibility, if they were making alternative plans for when their contract with BMW eventually ended, or if they thought/hoped it would be a long-term arrangement with BMW and had no strategy waiting on the shelf to do things alone.
Suddenly (or not so suddenly, depending) they find themselves in a potentially precarious position having lost their relationship with a manufacturer, but having significant experience, expertise, and products. It would have been a waste to fold, but how huge is it to decide to make your own brand of bike!?
(re-read to make sure I stayed at an appropriate level of abstraction so as to make a novice reader assume I know what I'm talking about . . . it's close enough.)