Réactions : la première voiture électrique de Ferrari, The Enhanced Games | Diet TBPN

We're back. >> We're back. >> A lot of complaining around the office this morning. Oh, yeah. Team was upset. They said two days is the perfect length for a weekend. Three is just too many. >> Too many. >> It's too many. So, we're glad to be back. >> They're back. And Ferrari's back with a new electric car. >> Are they back? >> That's what we're going to debate. They're certainly They launched it. Ferrari launches a $640,000 Johnny IV designed glass clad electric speedster. They're calling it the electric speedster. Uh I I journals. >> It holds five seats. I wouldn't I when I think speedster I think smaller. I think two seats. I think Porsche speed. >> It is quick. It is speedy. >> Well, have they actually released numbers on how quick it is? I know that they mentioned that it has a 1000 horsepower. We would assume that it's quick, but who knows? We don't have a Nurburgring time. We don't necessarily have a 0 to 60 time. >> There is a 0 to 60. What is it? >> I think they released it. It is more performant than I believe the Model 3. I will confirm. >> Model 3 or the Model S Plaid. >> Oh, that's a good question, John. >> Because the Model 3 is not like base model 3 >> 0 to 60 in less than 2.5 seconds. >> Okay. That's not as fast as a Plaid. That's uh Yeah, that's that's sort of surprisingly low. Named after the Italian word word for light, the loose will test or is it luche? Luch luche will test the appetite of the super rich as EVs have fallen out of favor in the United States. When did this start? Because there has been a big shift and it happened somewhat quickly. It feels like it's been like the shift away from EVs happened over a year or two, but the design timelines for a project like this might be five years, might be even longer. An electric vehicle big on glass, light, and space. This isn't your father's Ferrari. On Sunday, Europe's most valuable automaker took the wraps off. >> Yeah, Ferrari has been a It's a big company. It's a It's been a successful The market cap's been huge. Like, it's grown a bunch. The acquired team uh did a great podcast explaining the whole history of the >> stock is down 5% today. >> 5% today, >> $62 billion. That's not bad for for I mean I feel like a lot of other car companies are sort of beaten up and much smaller based on their uh their volumes. >> 30% over the last year. >> Okay. Okay. Does that make it an AI winner? Who knows? Named after the Italian word for light, the Ferrari Luche will test the appetite of the super rich for EVs when electric vehicles have fallen out of favor in the US, the world's top market for luxury cars. Designed in partnership with celebrated Apple alumnist uh Johnny IV, the model also represents a leap into a new technology for a brand built over decades around the size, sound, and sensation of traditional engines. The Luch will be among the most expensive Ferraris that aren't a part of a limited production run. So, it's an unlimited production run. They will be making as many as there are demand for. They'll make a bunch. People will will hopefully come and buy them. If they do, they'll make more. Uh the >> production might end up being limited depending on demand. >> I think you can see where Jord's tank is going. Uh but uh the the the interesting thing here is that Ferrari uh typically has sort of two tiers. Limited production runs. That's the F40, the F-50, the F80, the La Ferrari, the Enzo Ferrari. these halo cars, these hypercar superx SF90 was interesting because it was a one level above the sort of base model mid-enine sports car that they've made in the lineage of the 360, 430, 458, >> 488, and then >> 296 >> 296, which is unlimited production, but at the lower end. lower end, still $300,000, but it's at the lower end of the traditional mid-enine sports car, tossable, not fully track focused, but it's a sports car. >> And then the SF90 came in as sort of like this mid-tier, higherend, more expensive, twice the price of the of the 296, but unlimited production run. So, by getting one, you weren't locking yourself into a very tight allocation. And that of course led to some serious depreciation in the SF90 market which has been sort of heralded as a as a crisis for Ferrari. And this doesn't seem like a response to that. This seems like a continuation of that potentially. But anyway, uh the company's starting price will be $550,000 roughly equivalent to $640,000. That's more that's a lot of money. That's more than the SF90. That's more than the uh the Dolce Tinder. uh more than the 296, >> more than the new Tessterosa, >> more than the new Tessterosa, and also more than the Purangu. Uh the launch event uh stadium took place in Rome in a stadium with a towering concrete sail that was opened for the Vatican's uh 2025 Jubilee featured Torrellini by Italian chef Masimo Buto Bura. Clips of Formula 1 stars Lewis Hamilton and Charlotte racing the car and lots of lights. Oo, I want to see this what this car actually looks like on the track. I haven't seen a video of that yet. The unveiling sparked a debate among car fans online with many pillaring the design as too far outside of Ferrari's design traditions. Ferrari's Milan listed shares slumped around 6%. Ferrari has framed the shift as a chance to experiment. We wanted to do what we hadn't been able to do before, said Ferrari chairman John Elen. The Luch is Ferrari's first ever Ferrari with five seats, an option ruled out by the axle in its traditional powertrain configuration. So if you have a family of five, this is your only option. Uh, despite the roominess, the EV accelerates from 0 to 60 in less than 2.5 seconds. >> If you have a family of six, you could pick up two of these for just over 1.2 million. >> Yes. >> And and you'd still have some room for friends. >> Husband and wife, his and hers. >> Yes. >> His and hers luch. Yeah. Wild, wild prop. Also, yeah, I mean, uh, top speed's 190, top speed in the Plaid is 200, and top speed in in many Cadillac CT5V Blackwigs maybe more than I did I did confirm, by the way, that it is uh half a second slower than the Model S Plat. >> Yeah. >> Which is a lot. >> I mean, yeah, it's it's at that point maybe you don't really recognize it. Maybe you can't really tell. >> The problem the problem is the problem is the range is worse than pretty much everything BYD makes. pretty much everything that Tesla makes and a lot of these other manufacturers >> but they could always argue no but the performance and I don't think for this kind of car buyer performance matters what is performance is it acceleration straight line speed how it handles in corners right this car is not going to be track weapon I don't think >> not yet but we have some body kits that might help with that see you put a wing on this thing anything possible >> to me >> so yeah the range is what you were getting at 330 30 miles despite an unusually large battery. Latest releases from BMW and Volvo run for more than 500 miles. The Lucid Air Sapphire is over 500 and uh many Teslas can get up into the 400 something range. 330 totally usable for most people, especially if you're charging at home. Totally fine if this is a daily. It is sort of in search of a >> like how does it fit into someone's life? Because again, it's not designed for the track. It's not designed for the straight speed. I overall I think it looks pretty cool. It looks unique. I don't see it and immediately want it. Like there's been plenty of other modern Ferraris that I think look amazing. Even Even many of them have gotten quite negative reactions. So overall, I think the design is interesting. >> I think the interior is obviously cool. We talked about that. I was somewhat worried that the interior would maybe not match the exterior. I don't like the two-tone thing, but again, that's just sort of like a modern Ferrari delete. >> Like I like I think it will look really cool if it's entirely black, right? Murdered out. >> A lot of people were saying that >> will look uh quite cool. But yeah, the the main thing is like that this entire that angle looks great, by the way, but not $650,000. Great. It's certainly the most confusing release from a major automotive manufacturer that I can ever remember. Right. Who is this for? like coming out and it cost significantly like right away I'm like am I am I am I crazy this is like costs more than the purangu 12 cylindry uh the testostera all these other cars that didn't get amazing reactions but I think are like very very cool seeing them in person they look amazing >> they I think they they're fantastic what a confusing >> what a confusing >> gap between like seeing images and videos and pictures of cars and then actually seeing them in person. >> Uh like often times when you see something in person, you're standing there and you have the sense of perspective. They can look a lot better. Sometimes they're going to look worse. Um >> one of the other one of the other challenges is you know Ferrar modern Ferraris have had outside of their halo cars have had you know pretty massive depreciation and uh what have EVs become synonymous with >> depreciation. >> Appreciation. So this car like the Puranguay I don't really know how it's going to hold up. It is naturally aspirated V12. It's probably gonna hold up decently. You're still gonna be able to buy Yeah, you're still gonna be able to buy it unlimited. You're still gonna be able to buy one for probably $350,000 like >> in the next couple years. But this I can imagine just getting cut in half like quite quickly. I expected it to come in, >> you know, not not a very informed uh view, but I I expected them to come in at maybe something in like the $300,000 range. And and again, I just don't know. I just don't know who this car is is for. I hope that there's enough Johnny IV fans to make this sell. My the the the sense I get is like I don't think Ferrari would have started this project and said, you know, we've always wanted to make a $650,000 daily EV. >> That's been the car. That's been the car. And it seems like they started this project and they're like, "Let's make an entry level, the closest thing Ferrari has to a mass market car, a car that you can daily, a car that is unique, really thought through from the beginning, right? This idea of com combining EV with a Johnny interior is like a cool concept." And then you could imagine they start and they're like, "Oh, we're going to be able to hit 350 for or we're going to be able to hit three 300 for sure." Okay, maybe maybe it'll be more like 350, but like still we're in the range. And then it just starts like ticking up and up and up and up and up until how do you how do you just how do you justify the price? It makes no sense. It's basically proving that Ferrari I don't think can ever I don't think they'll ever be competitive in EVs, right? >> This segment. >> Yeah, this segment I think it's I think it's completely over. Like they really hard to compete in. You're going up against Tesla. This vertically integrated like comes with like if you want a daily, you also want self-driving capabilities. You also want the Oh, park it, auto summon. Like you want to be able like all these like random features that Tesla puts in like take your car, play the games. Like very functional. >> The thing with the blue is the design. Like there's so many elements of the design that are super tactile, very cool. It's quirky, >> but Tesla has done a very good job of making a a car that is very drivable. It's it >> and it can be quirky if you want it to be. >> And it can sound the sound effect board. It has a soundboard. Like if you want the quirk, you can get the quirk. >> Uh so yeah. So so I think it's I think it's over. I think >> take me through your take from start to finish. Uh and then we can do >> we we've covered we've covered a lot. I basically said like look the the peanut gallery is already very negative on all Ferrari launches. Every single time >> every single time they say bring back Pin and Firina. Pinfirina is not coming back. like the whole company got sold to an Indian automotive conglomerate Batista. >> So if you pull up the pin and pin and firina Batista, if you pull up a picture of that, you will see uh an image of an electric hypercar that looks exactly like you would expect in the sense that it's the car that would go on a poster on a kid's bedroom, but it's a million dollars or more and it goes 0 to 60 in 2 seconds. And the reviews are kind of like, yeah, this is the max. Yeah. Yeah, the pinfina Batista right there. Like that looks like a McLaren, like a Ferrari, like it looks it looks like if you went to ChachiPT and just said like, "Make me a hypercar." And I think it checks the box. And I think the Luch does not. I think if you went to ChachiPT and said, "Devesign me a hypercar." It you could you could sit there for for days and not get something that looks like Luche because it does look different. And that can be good. It can also be bad because people are expecting this. But this car, I don't think sold very well because the buyer for this design wants a naturally aspirated V12 with a manual shifter, right? Uh and they want something that's that that's more focused and more uh of an experience. They don't want something that's practical at all. Yeah. Um so, >> yeah. So, so, so anyways, people are always negative on on recent Ferrari launches. I don't I I usually don't agree. I think a bunch of them have been great, but the anger towards the design, I think, is totally misplaced. You got to be you got to be like dis disappointed uh in the price uh the gap between what you can get from a range and performance from Tesla or BYD let's say in the $50 $60,000 range you're looking at a 10x difference right and that that gap is just way too wide so I think that if they had been able to come in in the low 300s with this it would have been super desirable quite functional right this is a great great commuter I we would have been seeing these all over LA. >> I think this is going to flop. And I actually think that if Ferrari wants to be competitive in this sort of like mass market EV category, even like luxury high-end, I I think they would have to at this point like partner with like you could imagine them partnering with with someone else and effectively just saying like, you know, throwing in the towel. We texted one of our buddies who has maybe 30 or so Ferraris this morning. Uh and uh he will be buying one. >> He made a good point. >> Whether it's >> he made a good point. Anything that's uh you know hated at launch has the opportunity like the expectations are low has the opportunity to become like a cult classic at some point. There's a lot of cars that launch and people are like this is what happened with the Carrera GT. People were like it doesn't look any different. It doesn't look as extreme. It doesn't stand out if you're stopped next to a 911. Most people will just think it's an 911. You think in in 10 years we could be looking at Luch going for two three million? >> Probably not, but who knows? >> Luca, former chairman of Ferrari, which Trey mentioned in the chat earlier in Italian, he says, "If I say what I really think, I'd be doing Ferrari harm. You risk destroying a legend. I'm very sorry. I just hope they at least take the prancing horse off that car." >> Wow. >> What should we do? This for sure is one car the Chinese at least won't copy off us. >> Wow. >> TJ, former uh F40 360 owner has driven most modern Ferraris. So he he feels uh is very qualified to chime in. He says apparently an unpopular opinion, but I think this is great. Interior fully Johnny. Exterior totally Mark. See the Ford concept which we can pull up. I imagine for the OCD types, the daily interactions are going to be quite satisfying. M >> yeah, I'm excited to drive one. I won't be buying one. >> I won't be withholding judgment. I won't be judging a book by its cover. >> Yeah. TJ says, "My opinion is is in 10 years time, the Johnny Ad Ferrari design will be the main business at a price point of 150 to 250K equivalent and slowly washes out Ferrari as we know it. Launching at today's price point preserves the dying core biz while they transition to an Apple style business. TJ knows a lot more about cars than I would. I would take but I would take the exact opposite. >> So hard to do. >> I would take the exact opposite. I think this is going to be more and more like an ultra luxury brand. Small number of cars at very very high prices for hardcore enthusiasts. >> Yeah. Manual and natural aspir and like >> they're already coming back. They're making they're making a version of the 296 without the EV componentry. >> Sure. So, so yeah, I would take the exact opposite side of this unless Ferrari, you know, does, you know, does something like effectively a licensing deal and says, "Hey, we can't make a car for this cheap, but we can license the badge and BYD can make a car for 50 grand and then we'll charge 50 grand a car to put the prancing horse on it." >> Yeah. I mean, >> and that would be full. So Whimo is sourcing the powertrain and battery from Chinese EV manufacturers, but none of the telemetry telecommunication systems, IT systems, that's all Whimo. And so you get all of the benefits of the Chinese industrial supply chain. you get efficiencies around batteries and cheaper frames and powertrains and drivetrains uh and the batteries, but you don't have the oh like the Whimo spying on me because the cameras were made there necessarily or like the whole car was made there. And so I think Whimo's been very quiet about this. Obviously, they're not really like openly talking about this decision, but I think that they that they picked a very clear line in the sand with with what parts of the Chinese supply chain they would go into because the whole like Whimos are Chinese cars would be like a bad headline. But if they can say, "Well, we're just buying things there that they can't have any spyware in there because it's just a bunch of aluminum and battery packs or whatever," I think that will at least I think that's their strategy. People will still be suspicious of course um but by and large I think people will be happy. >> Uh anyways we should talk about enhanced games. >> Yes. >> So I went over to to David Sener's house on sat on Saturday. We were all excited to watch and uh we basically turned it on pretty much 15 minutes in. >> I texted John >> and said I thought the stock would nuke on Tuesday. >> Yeah. >> And it did. It's down. Um I Let's see. It was 41%. >> I saw chatter about the enhanced games on the timeline. It seemed like everything was going normal. I saw some viral clips. I saw some posts about it. I didn't notice anything out of the usual. But you said that it did not like blow you away. And I wanted to understand what about it was not a great like you you you come away paying for a UFC pay-per-view or or watching it on Paramount Plus now. uh very satisfied like why was this any different? From my perspective, this looks just like any other sport on TV. It looks like something you watch sports and yay, you root for somebody and you pick a team and >> Yeah. So, so first of all, you know, this company went public before they had ever hosted an event, right? So, uh and we've been hearing about it for years. I I said to you this morning, it it feels like we've been hearing about this for like eight years. You said it's more like maybe two years or something that it's even being talked about. >> Uh but anyways, a lot of anticipation. And people have been super excited about this. The entire concept I I think is is just like really cool and wild, right? You take something that like the Olympics, which you know, even if you're not obsessed with swimming or weightlifting or running or any of these things, like the Olympics are always like, you know, an exciting cultural moment. I I personally, you know, have a bunch of, you know, fond memories watching the Olympics, right? So, take something that I that I generally think is very cool and you add, you know, steroids. That's a very fun idea. >> Yeah. >> Should be jet fuel. >> Jet fuel >> should enhance the experience. >> There's a bunch of stuff I would give them a pass on, right? Like the production value putting on an event for the first time. It didn't feel like you were watching the Olympics. It felt like you were watching like a someone's first attempt at hosting an Olympics. >> There weren't those like crazy like drone cameras following things ultra slow-mo. Yeah, they were they were trying to do stuff, but again the people doing commentary have never done it before. Uh you know the the the whole event is you know just being birthed, right? So uh it had an insane amount of attention on it for first event which is always tough. But then watching it I realized like like you can't just watch somebody run in a race and know whether or not they're breaking a record. Like you can see like oh that person's quite fast >> unless there's like crazy graphics like an overlay of Usain Bolt of like the official >> Yeah. Yeah. So So It's never about exactly how fast someone was, right? Because sure, there's records involved, but you can't noticeably see whether somebody lifted 220 kg or 220.1. It's not visible to the eye, right? So what became really obvious to me instantly was like the appeal of the Olympics is you have these like very niche activities where athletes dedicate their entire life to to this pursuit and then every four years there's like a fiveminute period where they're getting like the entire world's attention and they're representing their country and they're going for glory and they either they either do it or they don't. They get the gold medal or they don't. It just stuck out to me immediately that it's about, you know, national pride, representing your country, uh, you know, uh, uh, true excellence, right? And in watching this, there was none none of that, uh, they were trying to do to basically build up the brands of the athletes ahead of time. I didn't feel like bought in to any of the storylines. These are a bunch of athletes that were formerly Olympic athletes and some of them had done quite well that are now basically opting into just a forprofit like the Olympics are not about making money. >> The enhanced games were about sure it was about the athleticis athleticism but a lot of it was just like a payday. I basically we turned it on and then we walked outside and we just made a fire and like hung out and it was like really far in the distance. Uh and we eventually came back came back for the very end not realizing that no records have been been broken >> the entire moment >> entire night until the last event >> last event. >> So yeah. So anyways it it wasn't it didn't like capture me. I think that uh it's something entirely different than the Olympics. I I think it's a very clever way to market generic supplements. Right. If you go on enhanced.com right now, we don't have an affiliation of course, but you can just get testosterone and bunch of, you know, bunch of different products, but but yeah, it to me to me, you also came away being like the human spirit is way more powerful than any peed. >> Yeah. >> And just like dedicating your life to something for decades and being absolutely obsessed. >> Yeah. >> And and representing your country is more powerful than being able to do whatever performance-enhancing drug. So major white pill for humanity. >> Yeah. Well, we have some words of wisdom >> to end on. >> You can lead a horse to Baja, but you can't make it blast. These are wise words. Make sure >> I'm angry that we didn't >> think of that. We've talked a lot about Baja blasting. If you're in a Code Red, when you finish the Code Red, you got a Baja blast. >> You got to make sure that that part leaks out. >> But we never thought of you can lead a horse to Baja, but you can't make a blast. Also, uh, Michael Tims ran into some problems here. He said he's been trying the whole two grams of creatine per one pound of body weight thing for a month now, and he's never felt worse. How do you guys do it? It's also like $1,000 a week of creatine. Hilarious. Also, it's supposed to be uh what is it? One gram per body per pound of body weight for protein, I think, is the the joke. But uh two grams of creatine. What what's a normal creatine dose? Five grams, right? Five grams a day. maybe 10 grams a day. About 1/100th of what he was doing in this joke. Of course, we will be off tomorrow and Thursday. Uh we have a short week. We'll be back on Friday. We are heading to New York for some business trips. >> I asked I asked Chad GBT for a phrase like you can lead a horse to Bob, but you can't make it blast. And it said you can leave a you can lead a horse to Taco Bell, but you can't make it live Moss. >> It's terrible, but kind of funny. kind of good. Funny. >> Anyway, >> uh well folks, >> thank you so much for tuning in. >> It's been an honor. >> Leave us five stars on Apple Podcast and Spotify. Sign up for our newsletter at tvpan.com and we'll see you on Friday. Goodbye. Cheers.