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Speaker 1: I'm Matt Miller and I'm Hannah Elliott, and this is

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Speaker 1: hot pursuit.

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Speaker 2: All right today on the show, because we're wrapping up

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Speaker 2: the year twenty twenty three and looking forward to twenty

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Speaker 2: twenty four. Hannah, I thought we'd talked about what we're

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Speaker 2: most excited about. You just put out a story about

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Speaker 2: the coolest things, and last week we talked about our

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Speaker 2: winners and losers for twenty twenty three, but we'll talk

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Speaker 2: about what we're looking forward to for twenty twenty four.

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Speaker 2: I also want to talk about the Ford f one fifty, yes,

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Speaker 2: as you, Yes, I love trucks and I'm a huge

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Speaker 2: lover of the f one fifty And they had a

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Speaker 2: little bit of a news peg this week.

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Speaker 1: Yeah, and actually I'm just remembering this was the vehicle

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Speaker 1: I learned to drive stick.

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Speaker 3: On way back in the day. My dad's old Ford.

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Speaker 1: So I do have a little bit of a soft

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Speaker 1: spot for old, big black Ford trucks.

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Speaker 2: That is tough to beat. That is awesome, Yeah, greed.

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Speaker 2: And so the news is that they're for the forty

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Speaker 2: seventh year, the best selling truck in America. For the

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Speaker 2: forty second year, they're the best selling vehicle. Overall, Americans

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Speaker 2: just love trucks.

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Speaker 3: Shocking, shocking. If you don't know that already.

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Speaker 2: Now, I think everyone knows it already. But I always think, Look,

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Speaker 2: I'm a Ford fan, but I always think GM, you know,

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Speaker 2: sometimes out sells Ford. But since they have their truck

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Speaker 2: split into different brands GMC and Chevy, you know, Sierra

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Speaker 2: and Silverado, they don't count them together. I always think

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Speaker 2: that's kind of unfair.

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Speaker 1: I think General Motors could combine their brands if they wanted,

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Speaker 1: If they really care and they want to go head

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Speaker 1: to head with Ford, combine the brands, all right, then

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Speaker 1: then we'll see.

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Speaker 2: It's a good point. And our star auto analyst for

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Speaker 2: Bloomberg Intelligence, Kevin Tynan, agrees with you. We talked to

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Speaker 2: him earlier. Let's listen to what he had to say.

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Speaker 2: Dan Barbosa sent out a press release yesterday from Ford, saying,

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Speaker 2: like it's the forty seventh straight years America's best selling truck,

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Speaker 2: forty second straight years America's best selling vehicle, and every

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Speaker 2: time I see that, it's like, I'm sort of proud.

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Speaker 2: I'm an F one fifty lover. You know, I had

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Speaker 2: the first Raptor but on the other hand, I feel

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Speaker 2: like if you put Silverado and Sierra together, they would

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Speaker 2: sometimes outsell the F one fifty, So it's not really

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Speaker 2: a fair claim. Really, GM trucks sometimes out sell Forward trucks.

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Speaker 4: What do you think, Well, if you could put everything

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Speaker 4: on that platform together and you know, where does it end.

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Speaker 4: So I think when you when you talk about a

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Speaker 4: name plate, that's a legitimate claim, you know, because then

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Speaker 4: otherwise you would just put it all together on.

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Speaker 5: The platform, you know, that T one platform and.

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Speaker 4: You get into suburbans and tahoes and right, because it's

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Speaker 4: a well underpinned by the same thing. So so I'm

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Speaker 4: okay with I'm okay with making that call.

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Speaker 2: Hannah. This must be something that you note often in stories,

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Speaker 2: because it's just like it's American car lore, right.

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Speaker 1: If you don't know, it's a real shocking statistic to

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Speaker 1: sort of throw out there and get people's attention. I'm

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Speaker 1: just so curious, Kevin, to hear your opinion of why

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Speaker 1: the if the F one fifty is so popular and

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Speaker 1: best selling, and we know it is, why hasn't the

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Speaker 1: electric version been a smash success. Matt and I have

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Speaker 1: discussed this, but I want to hear from you as

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Speaker 1: an analyst, what's your take on that?

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Speaker 4: Yeah, And I think if you look at F one

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Speaker 4: fifty or even the entire F series, you know there's

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Speaker 4: a lot of fleet and meaning commercial.

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Speaker 5: And those buyers.

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Speaker 4: When you think about the commercial buyer, you've built a

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Speaker 4: business around the capabilities of those vehicles, right, So when

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Speaker 4: you look at something like F series and let's say

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Speaker 4: they'll report twenty twenty five thirty fleet sales, you know

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Speaker 4: those are your contractors and building maintenance. So that business

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Speaker 4: is built on the capability of that vehicle, which is

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Speaker 4: why you're not gonna get a lot of movement between

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Speaker 4: not only Ford and F one fifty Lightning, but to

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Speaker 4: Silverado or Sierra or cyber Truck.

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Speaker 2: I will say that my Raptor, which was the first

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Speaker 2: generation with a six point two liter V eight, is

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Speaker 2: still my favorite car of all time that I've ever owned.

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Speaker 2: And that includes a nine to eleven and included wagon.

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Speaker 2: Oh no, it includes my Challenger, which I'm which I

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Speaker 2: love right now. Is heresy No, because it was just Hannah.

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Speaker 2: It was so versatile. It was so I did a

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Speaker 2: lot of stuff. I was hauling motorcycles around a lot

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Speaker 2: funnily enough, because it was the Raptor trim, it didn't

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Speaker 2: really have enough payload for a cord of wood, which

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Speaker 2: I found super annoying. I still put a quard of

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Speaker 2: wood in the bed. My wife loved it, you know,

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Speaker 2: it was great in all weather. It was just such

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Speaker 2: a cool truck. But having said that, I then bought

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Speaker 2: a Chevy truck years later. Like I love Ford, I

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Speaker 2: loved Alan Molalley dearly. You know, I love Farley and

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Speaker 2: the whole crew. But I saw on the ZR two

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Speaker 2: something that I thought I would like and it didn't.

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Speaker 2: There brand loyalty didn't stop me from reaching across the aisle.

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Speaker 4: You know, we're not in the market where we were

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Speaker 4: just buying the DALs consumers the way we did pre pandemic,

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Speaker 4: just because the deals aren't there.

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Speaker 5: The way they used to be, because inventory is.

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Speaker 4: A little bit more rational than it was pre pandemic,

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Speaker 4: say twenty nineteen and earlier.

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Speaker 5: But you're not using it.

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Speaker 4: You know, it's your knock around truck, right like you said,

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Speaker 4: you're throwing bikes in the back of it. You may

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Speaker 4: bee pulling some things every once in a while, a

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Speaker 4: couple of bags of mulch in the spring exactly.

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Speaker 2: It was my dad truck.

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Speaker 1: I was gonna say, I think we can I think

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Speaker 1: we can agree. Matt's not the typical truck buyer probably

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Speaker 1: and we and that's great.

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Speaker 3: We love you for it.

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Speaker 2: I feel like you could get the same amount of

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Speaker 2: use out of a truck as I would, Hannah.

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Speaker 3: But oh definitely with the dog.

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Speaker 1: Absolutely, and like a big, a big piece of property

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Speaker 1: that I'm constantly buying plans and going to exactly buy

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Speaker 1: soil and weird tools and stuff. Of course, that's like,

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Speaker 1: honestly not that much. You know, I could probably do

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Speaker 1: the same thing.

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Speaker 2: It's fun though, and you can build a little bit

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Speaker 2: of a hobby around it. You know, you can make

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Speaker 2: yourself a go bag, and you can be kind of

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Speaker 2: a prepper. You know.

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Speaker 3: It is a lot of choice.

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Speaker 1: Yeah, I'm not there yet, but if I buy property

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Speaker 1: in Pioneertown or Yuca Valley, feel free to feel free

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Speaker 1: to alert some somebody.

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Speaker 2: So, Kevin, is there a reason you think that Americans

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Speaker 2: gravitate towards this truck more than any other?

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Speaker 1: Like?

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Speaker 2: Is there something that the F one fifty does right

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Speaker 2: that everyone else gets wrong? I will say that I

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Speaker 2: at the end of the ownership of both, I far

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Speaker 2: prefer the F one fifty just everything about it was

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Speaker 2: easier to use and worked better, and I felt like

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Speaker 2: was built with a higher quality standard.

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Speaker 4: Yeah, I mean, look, I just looked at the numbers

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Speaker 4: and for through November for Ford, you know, that's like

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Speaker 4: a seven hundred and forty thousand unit run rate. If

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Speaker 4: you want to combine Silverado and Sierra, it's a little

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Speaker 4: bit more, maybe by about eight hundred and twenty thousand years.

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Speaker 4: So it's not like anybody's doing anything wrong per se.

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Speaker 4: I mean, there's they're selling a lot of units there.

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Speaker 4: But look, and I've said this for years, that's where

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Speaker 4: the money is. I think we have a tendency to

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Speaker 4: look at things from a consumer's perspective, thinking, oh, it's

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Speaker 4: capable and there's great utility, and it's rugged and you know,

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Speaker 4: I'm cool dad in it and whatever. But at the

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Speaker 4: end of the day, you know, as a manufacturer, that's

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Speaker 4: where you want the consumer to go. So there's a

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Speaker 4: lot of ways to do that, right, you make really

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Speaker 4: good trucks, and you make some other stuff like you know,

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Speaker 4: not profitable coops and and dans that aren't as good.

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Speaker 4: And I say, like, you're the perfect example that I

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Speaker 4: give that that segment full size pickup, which is you

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Speaker 4: know F series, It's Silverado, Sierra, it's Ram, you know, Tundra, Titan,

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Speaker 4: which are or four or five percent of that segment

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Speaker 4: is the largest in the US by retail revenue by

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Speaker 4: a wide margin, by a lot, which, if you think

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Speaker 4: about it, is almost ridiculous that that's what, you know,

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Speaker 4: not only our commercial buyers buying, but the regular suburban

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Speaker 4: dad is driving full size. I mean I can walk

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Speaker 4: down my street here in suburban outside of Princeton, New Jersey,

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Speaker 4: and you know there's one fifties and almost every driveway.

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Speaker 1: So just on another topic completely, and Matt and I

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Speaker 1: are going to talk about this too, but what are

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Speaker 1: you looking forward to driving next year?

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Speaker 5: I'm a very analog.

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Speaker 3: Of course.

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Speaker 4: My son just picked up older mL fifty five, really

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Speaker 4: the first fast truck I think from Mercedes. And that's

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Speaker 4: his knock around, right, He's got his little Roadster SL convertible,

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Speaker 4: and now he wanted a knock around for Mercedes.

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Speaker 2: You are very brand loyal because you have at least one, right.

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Speaker 4: I have a V twelve SL. Yeah, he has a

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Speaker 4: V eight SL and now the mL fifty five. So

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Speaker 4: I think you know what that that M one thirteen

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Speaker 4: engine that's in his SL five hundred, which was my

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Speaker 4: car for about seven years.

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Speaker 5: I kind of gifted it to him as a graduation president.

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Speaker 2: Dad.

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Speaker 4: You know there's so few things left, right, Camaro is

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Speaker 4: dead now.

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Speaker 1: You say that with a certain twins Challengers dead, Dude.

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Speaker 2: That my Challenger, by the way, you know, my Challenger

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Speaker 2: was built on a Mercedes platform, right, it's on the

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Speaker 2: like W two twenty platform or whatever. Yeah, but you.

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Speaker 5: Know, and I was a big trans am guy. I wasn't.

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Speaker 5: I was an f body guy, but not the Camaro side.

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Speaker 5: I was the transam side.

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Speaker 4: So you know that makes me sad that the fire

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Speaker 4: breathers are kind of going away.

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Speaker 5: And look, I get it right.

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Speaker 4: We've talked about him at fast as fast, So you

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Speaker 4: make an electric Challenger charger and you can blast around

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Speaker 4: town or whatever.

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Speaker 5: I don't know, it's just not the same to me.

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Speaker 2: I agree, No, I don't think fastest fast. I don't

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Speaker 2: care if your electric card goes zero to sixty and

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Speaker 2: you know, three and a half seconds, and you know

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Speaker 2: it takes me six and a half I'm having a

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Speaker 2: lot more fun with a big aspect.

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Speaker 1: I think fastest fast. I mean, it's nice to be

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Speaker 1: in front. That's what I'm gonna say. It's nice to

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Speaker 1: be in front.

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Speaker 2: I need the vibe, the smell, the sound.

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Speaker 3: I enjoy. You can enjoy that back there. I'll see you,

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Speaker 3: see you.

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Speaker 5: Later, I meven And look there's there's a lot more too,

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Speaker 5: you know. And it's sort of whatever you're into.

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Speaker 2: What are you looking forward to in twenty twenty four?

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Speaker 2: Like what are you excited to test?

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Speaker 3: You see?

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Speaker 1: I feel that he since that he's he's reaching, which

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Speaker 1: is telling.

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Speaker 5: Yeah. Monterey Car Week we saw Specter, which was really.

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Speaker 3: Cool, Royce Electric coup.

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Speaker 2: Yep, and Handah's driven it already. Have you driven it?

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Speaker 5: Yeah? Yeah?

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Speaker 2: What's the range? What's the range on Spector? Because I

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Speaker 2: had like a little Instagram argument people about it this week.

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Speaker 2: To me, if I'm paying a half a million dollars

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Speaker 2: for a car, it's got to have decent range. It's

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Speaker 2: got to do as well as like a GM product.

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Speaker 2: And it doesn't even come close to what the Escalade

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Speaker 2: ev is going to be. Right hand, It's only like

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Speaker 2: one hundred miles or something. Ridiculous.

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Speaker 1: I was gonna say it's less. It's not competitive. I mean,

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Speaker 1: that's that's just the honest truth. The range is not competitive.

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Speaker 1: But then again, as Rolls Royce will very happily remind you,

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Speaker 1: you know, most of their customers are not going to

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Speaker 1: be driving three hundred miles a day. They're going to

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Speaker 1: be driving fifty or sixty miles around London and then

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Speaker 1: go go back home to their estate.

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Speaker 2: It's a good point car driver says, it'll get two

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Speaker 2: hundred and sixty four to two hundred ninety one miles.

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Speaker 4: So and what's amazing is that you drive any other

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Speaker 4: Rolls Royce with the by Turbo B twelve and it

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Speaker 4: feels electric.

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Speaker 3: Anyway, Yeah, imperceptible.

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Speaker 4: Yeah yeah, it's amazing that it's almost the same driving

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Speaker 4: experience with a completely different drive train.

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Speaker 2: But if I'm on a Ghost or Colin and I

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Speaker 2: can pull up to any gas station in the country

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Speaker 2: and they are plentiful and be on my way in

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Speaker 2: five to ten minutes, right, which is very different than

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Speaker 2: if I go to Electrify America. You know, four of

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Speaker 2: their six chargers are broken, two of them are already

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Speaker 2: being used and running slow.

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Speaker 1: I would say, and I say this as I just

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Speaker 1: we just published my favorite cars that I drove in

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Speaker 1: twenty twenty three.

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Speaker 3: Inspecters on that list, and I.

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Speaker 1: Would gently remind you that anybody who can spend half

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Speaker 1: a million dollars on a Rolls Royce has a charger

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Speaker 1: at home. So I yet again, I don't think they're

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Speaker 1: going to be pulling into you know, the seven to

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Speaker 1: eleven with a broken charger.

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Speaker 2: He is on the side, fair fair point. All right, awesome, Kevin, dude,

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Speaker 2: thank you so much for joining mes. Kevin all right.

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Speaker 2: So that was Kevin Tynan, our star automotive analyst from

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Speaker 2: Blomberg Intelligence, talking to me and Hannah about Ford and

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Speaker 2: GM and his cars and what he's looking forward to

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Speaker 2: in twenty twenty four. Why don't we pick up where

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Speaker 2: he left off, Hannah. You know the Specter is one

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Speaker 2: you'll be able to buy in twenty twenty four. I'm

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Speaker 2: sure he'll be test driving it since his son works

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Speaker 2: for Rolls Royce. And I know you loved it for

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Speaker 2: twenty twenty three. Yeah, what are you looking for for

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Speaker 2: twenty twenty four? Give me one of your Well.

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Speaker 1: You're going to be happy about this, and this is

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Speaker 1: kind of with the caveat because the car has already

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Speaker 1: it's already debuted, but we haven't really seen deliveries. And

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Speaker 1: it's the Corvette E Ray, which you'll be happy to

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Speaker 1: hear about because it's a hybrid, and I know you

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Speaker 1: love hybrids. I haven't driven it yet, but this is

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Speaker 1: basically Chevy saying we're going to put a h This

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Speaker 1: is not a plugin. We're going to put a hybrid

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Speaker 1: motor in along with the V eight and it's not

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Speaker 1: going to save you any fuel really, but it'll make

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Speaker 1: the vehicle faster. So it's hybrid used for performance, not

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Speaker 1: necessarily fuel efficiency wasn't which is an interesting, uh philosophy.

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Speaker 2: Its kind of kicked that off for my memory, at

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Speaker 2: least in my memory, there's the first time I thought, oh,

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Speaker 2: hybrid can be awesome because big gas engine and big

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Speaker 2: battery power make speed right.

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Speaker 3: Right, And it is. I do own a Corvette. I

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Speaker 3: own a C three. I loved the CA eight.

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Speaker 1: I still remember driving it just before COVID hit in

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Speaker 1: Las Vegas. I was so impressed and it was really

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Speaker 1: you know, obviously they made a big change with the

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Speaker 1: engine placement in the C eight, but I really, really

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Speaker 1: liked it, So I'm just really curious and fascinated about this,

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Speaker 1: such an old brand, such an a long lineage, involving

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Speaker 1: now hybrid technology. How do people feel about it and

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Speaker 1: really how does it perform?

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Speaker 2: I think it's really cool that they're coming out with

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Speaker 2: that and that they did it. I am not so

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Speaker 2: sure about the mid engine issue.

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Speaker 3: Why is that? Why?

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Speaker 2: Because to me, a Corvette has to have the motor

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Speaker 2: in the front. And when I was living in Germany,

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Speaker 2: I thought about this a lot. In my nine to

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Speaker 2: eleven Sometimes at very high speeds you hit the wrong

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Speaker 2: bump around a corner and the front end kind of

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Speaker 2: lifts up. Of course, that's like a pucker moment there, right,

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Speaker 2: And I would always think, man, it would be fun

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Speaker 2: to drive like a Corvette or a big Camaro on

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Speaker 2: the Autobahn. But they're just not. You just can't find them.

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Speaker 3: Now they're Yeah.

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Speaker 1: I hear what you're saying, and that's part of my

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Speaker 1: fascination because I sense that Corvette is trying to evolve

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Speaker 1: with the times, and I'm very curious to know how

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Speaker 1: this goes. I mean, the mid engine is one thing,

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Speaker 1: and now is the hybrid a step too far for these,

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Speaker 1: you know, fans, I don't know yet.

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Speaker 2: What do you think about the Corvette Suv? Apparently we're

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Speaker 2: going to see that next year too.

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Speaker 1: I'm a little more hesitant about that. I don't know

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Speaker 1: in reality how it can look cool?

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Speaker 2: Doesn't it seem like? I mean, I am a massive

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Speaker 2: fan of the older Corvettes. Uh yeah, your C three,

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Speaker 2: the C two is one of my favorites. I also

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Speaker 2: love to see seven.

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Speaker 3: Oh oh, I'm not with you on that one.

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Speaker 2: I like it, but I also think it kind of

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Speaker 2: looks like they're taking a bite out of Italian sports cars.

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Speaker 3: Like definitely like they're trying to with that.

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Speaker 2: Yes, and with no question. With the Corvette Suv, it

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Speaker 2: looks like it's kind of an URIs.

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Speaker 1: Yeah, I to be that is. I guess that's where

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Speaker 1: I draw the line. I'm not necessarily concerned about putting

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Speaker 1: a hybrid powertrain in it, but I would draw the

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Speaker 1: line with turning a sports car or a muzzle car

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Speaker 1: into an suv.

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Speaker 3: I mean, Portia would never do that with the nine

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Speaker 3: to eleven.

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Speaker 1: Ford kind of did it with the Mustang, I guess,

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Speaker 1: and you know I did not like how that looked.

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Speaker 2: No that I don't like them.

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Speaker 1: No, And it just is ridiculous. This this goes down

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Speaker 1: into a path and I'm going to get on a

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Speaker 1: rant just for a moment, because this goes down the

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Speaker 1: path of words mean nothing, which it drives me crazy

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Speaker 1: as a writer and as a journalist. When you are

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Speaker 1: calling an electric vehicle a turbo, for instance, the Taken turbo,

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Speaker 1: it's dumb. It's complete marketing and it means and I

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Speaker 1: will even go you know where BMW sells quote unquote

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Speaker 1: sport coops, Well, traditionally a coop is a two door vehicle.

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Speaker 1: So now when you start selling coops that have four

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Speaker 1: doors again, I just I just have.

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Speaker 3: To roll my eyes.

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Speaker 1: And so now when we're saying a Corvette, right, I

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Speaker 1: just I get it's just very annoying.

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Speaker 2: And it's mean nothing.

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Speaker 1: Yeah, I mean, does anything mean anything? Does anyone remember time?

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Speaker 5: You know?

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Speaker 3: Come on, guys.

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Speaker 2: I think it's I think the Corvette suv is kind

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Speaker 2: of interesting in that GM is making Corvette a brand,

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Speaker 2: and this brand is now making an suv as well.

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Speaker 2: As we did very well with the Cayenne. You know,

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Speaker 2: BMW did very well at the X five and I

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Speaker 2: think they won a little piece of that as well.

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Speaker 2: By the way, speaking of Portia and speaking of hybrids,

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Speaker 2: I'm looking forward to seeing if there'll be a nine

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Speaker 2: to eleven hybrid coming out this year.

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Speaker 3: I got an answer for you on that.

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Speaker 1: Absolutely not, no way, no, how So, every every time

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Speaker 1: you ask Porscha, they just up and down the wall

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Speaker 1: they say they will not, although we do know there's

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Speaker 1: space in the nine ninety two engine configuration for a

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Speaker 1: hybrid motor.

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Speaker 2: And they're doing and they're making and they're making a

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Speaker 2: nine nine to two point two that we'll see this year.

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Speaker 3: Right, And do you know something I don't, No.

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Speaker 2: I'm just I'm just this is reporting that I've read

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Speaker 2: in you know, at Motor Trend or at carn Driver

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Speaker 2: or whatever. But they're coming out with supposedly a nine

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Speaker 2: to nine to two point two. They're gonna have new

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Speaker 2: new engine offerings like a three point six Leader, a

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Speaker 2: new three point six Leader motor that'll be naturally aspraated

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Speaker 2: than gcs reportedly, and will be turbocharged in the higher

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Speaker 2: trim levels. And I also think that they can put

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Speaker 2: in the forty eight volt system. They can make it

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Speaker 2: a mild hybrid without being too offensive, right, or do

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Speaker 2: you disagree.

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Speaker 1: Actually, I will agree with you on that point because

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Speaker 1: I'm I'm looking at what I wrote down for the

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Speaker 1: second vehicle that I'm looking forward to driving this year. Yeah,

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Speaker 1: I'll just jump to it, which is the electric seven

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Speaker 1: eighteen from Porsche WYEA going to replace the Cayman and

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Speaker 1: the Boxer. So my you know, my sense is Porsche

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Speaker 1: will never do a fully electric nine to eleven because

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Speaker 1: that's the crown jewel.

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Speaker 3: And you know, they'll hold out.

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Speaker 2: So many posts, they won't do it so many times

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Speaker 2: that they can't really do it so important, right, but they.

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Speaker 3: But they'll they will completely electrified.

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Speaker 5: You know.

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Speaker 1: This will be the first two door electric Porsche, the

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Speaker 1: seven eighteen, the EV seventy eight.

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Speaker 2: By the way, that was a reference to Sergio Marcioni,

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Speaker 2: because I remember when he used to say that Feri

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Speaker 2: will never make an s up And anyway, I don't

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Speaker 2: believe they'll make an electric nine to eleven, but I

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Speaker 2: think that they can put you know, a strong even

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Speaker 2: an eight hundred volt architecture in it and a battery

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Speaker 2: that they that works like the curves system, you know,

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Speaker 2: so it's like a boost. Anyway, it'll be cool if

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Speaker 2: they do it, and I'm looking forward to to seeing.

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Speaker 1: I guess my reaction, I'm going to temper it and say,

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Speaker 1: now I'm remembering there is they've left a caveat.

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Speaker 2: In there for a hybrid, So maybe not everyone maybe

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Speaker 2: consider it a hybrid because it's not plug in, but right,

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Speaker 2: just mild and mild hybrid is I'm a fan of those,

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Speaker 2: all right. I'm looking forward to speaking of hybrids again.

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Speaker 2: New trucks out of RAM I've Stalantis has been an

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Speaker 2: amazing performer in the stock market ever since they came together.

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Speaker 2: They were the second best stock of twenty twenty three

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Speaker 2: after Tesla. And it's interesting because they're some of their brands,

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Speaker 2: their American brands at least are just dying away, right.

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Speaker 2: Dodge is only gonna have the Durango and the Hornet,

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Speaker 2: which is really I know you're a fan, and and

427
00:21:25,320 --> 00:21:28,040
Speaker 2: Chrysler's only gonna have the pacifica at you know, the

428
00:21:28,040 --> 00:21:31,280
Speaker 2: three hundred CE the last one rolled off the off

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Speaker 2: the line last week. So but they do have Jeep

430
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Speaker 2: and Ram which are very profitable. They just need to grow, right.

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Speaker 2: The TRX twenty twenty four is the last year for

432
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Speaker 2: the TRX, which I love that truck so much, and

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Speaker 2: RAM trucks really I think surprised the world over the

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Speaker 2: last five or six years by being making a transition

435
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Speaker 2: to full luxury. The interiors are better than anything that

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Speaker 2: Ford or Chevy offers, and now they're gonna come out

437
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Speaker 2: with hybrid and electric trucks. They have an electric truck

438
00:22:01,640 --> 00:22:03,560
Speaker 2: coming out in twenty twenty four, I think in Q four,

439
00:22:03,720 --> 00:22:06,680
Speaker 2: the rev which you'll have only three hundred and fifty

440
00:22:06,720 --> 00:22:08,960
Speaker 2: miles of range. It's a lot, I think, but it's

441
00:22:08,960 --> 00:22:12,480
Speaker 2: not as much as GM is proven capable of, but

442
00:22:12,920 --> 00:22:16,440
Speaker 2: even cooler. They're going to have the RAM charger, which

443
00:22:16,480 --> 00:22:19,879
Speaker 2: may not come out until the end or the beginning

444
00:22:19,880 --> 00:22:23,800
Speaker 2: of twenty twenty five, but that has a separate Pennistar

445
00:22:23,960 --> 00:22:27,480
Speaker 2: V six which isn't mechanically connected to the drive train.

446
00:22:27,920 --> 00:22:31,280
Speaker 2: So the only is that important because it charges the

447
00:22:31,320 --> 00:22:33,960
Speaker 2: battery for you and it allows for six hundred and

448
00:22:34,080 --> 00:22:38,159
Speaker 2: ninety miles of range on a full charge and afilow.

449
00:22:38,280 --> 00:22:41,399
Speaker 1: Right, yeah, so how do you feel about You know,

450
00:22:41,480 --> 00:22:43,879
Speaker 1: I don't normally cover trucks in my beat because I

451
00:22:43,920 --> 00:22:46,960
Speaker 1: only cover the luxury brands, but there are a couple

452
00:22:47,119 --> 00:22:50,800
Speaker 1: times when the trucks are priced like a luxury vehicle.

453
00:22:50,840 --> 00:22:52,760
Speaker 1: And you touched on this a little bit. Where the

454
00:22:52,880 --> 00:22:56,760
Speaker 1: cabins are like rolling offices for you know, people out

455
00:22:56,760 --> 00:22:58,960
Speaker 1: on the work site, and when the trucks are in

456
00:22:59,000 --> 00:23:01,359
Speaker 1: one hundred and twenty one hundred and thirty thousand dollars

457
00:23:01,480 --> 00:23:07,479
Speaker 1: range with upgrades and options is really interesting. Do you

458
00:23:08,440 --> 00:23:11,359
Speaker 1: what do you think that does to the truck market

459
00:23:11,520 --> 00:23:12,160
Speaker 1: in general?

460
00:23:12,440 --> 00:23:17,000
Speaker 2: Well, I think the the truck market is so broad,

461
00:23:17,000 --> 00:23:19,399
Speaker 2: and as Kevin Tynan just pointed out, you know, it's

462
00:23:19,560 --> 00:23:23,760
Speaker 2: everything from a two door work truck to four door.

463
00:23:23,960 --> 00:23:29,479
Speaker 2: I mean, the Denale ultimates are so luxurious they might

464
00:23:29,520 --> 00:23:33,920
Speaker 2: as well be Cadillacs, and the RAM I mean, I

465
00:23:34,119 --> 00:23:37,760
Speaker 2: definitely felt like that could have been designed by an Italian.

466
00:23:37,760 --> 00:23:39,960
Speaker 2: I don't know who designed the interior, but I'm sure

467
00:23:40,000 --> 00:23:45,520
Speaker 2: it's somebody amazing at Fiat Chrysler. They've done work incredible

468
00:23:45,520 --> 00:23:50,320
Speaker 2: work on Ferrari obviously, and a lot of other brands

469
00:23:50,760 --> 00:23:55,720
Speaker 2: that are so international. You can feel that the price

470
00:23:55,960 --> 00:23:59,040
Speaker 2: issue is something totally different. Right, Everything's been getting so

471
00:23:59,119 --> 00:24:01,600
Speaker 2: much more expensive, and that's part of the problem with

472
00:24:01,640 --> 00:24:04,480
Speaker 2: the Lightning. You know, I try and configure one for

473
00:24:04,560 --> 00:24:07,960
Speaker 2: less than eighty or ninety thousand dollars and I had luck. Yeah,

474
00:24:08,240 --> 00:24:11,160
Speaker 2: but well, can you do? Everything's getting that expensive?

475
00:24:11,200 --> 00:24:11,320
Speaker 1: Right?

476
00:24:11,320 --> 00:24:13,719
Speaker 2: When I first bought my Raptor, it was fully loaded

477
00:24:13,720 --> 00:24:17,080
Speaker 2: and it was fifty eight thousand dollars in twenty fourteen,

478
00:24:17,480 --> 00:24:19,359
Speaker 2: and I tried to put one together when I moved

479
00:24:19,359 --> 00:24:21,840
Speaker 2: back in twenty twenty two, fully loaded for less than

480
00:24:21,840 --> 00:24:23,320
Speaker 2: eighty five and I couldn't achieve it.

481
00:24:23,480 --> 00:24:25,840
Speaker 3: That's so much money, so much money.

482
00:24:25,920 --> 00:24:28,320
Speaker 2: Yeah, all right, what else are you looking forward to?

483
00:24:28,320 --> 00:24:30,760
Speaker 1: Okay, so we kind of touched on the seven eighteen

484
00:24:31,119 --> 00:24:31,760
Speaker 1: from Porsche.

485
00:24:31,800 --> 00:24:33,560
Speaker 3: I think the bigger question about it.

486
00:24:33,680 --> 00:24:35,440
Speaker 2: Will they have the mccannie V also.

487
00:24:35,400 --> 00:24:38,760
Speaker 1: Yeah, I think so yeah, And mcconnef is their best

488
00:24:38,760 --> 00:24:42,760
Speaker 1: selling vehicle period, So that's something to really look forward to,

489
00:24:44,040 --> 00:24:45,800
Speaker 1: and kind of touches on what I was just going

490
00:24:45,880 --> 00:24:49,399
Speaker 1: to say, which is these new electric variants from Porsche

491
00:24:49,480 --> 00:24:52,800
Speaker 1: will really be a test and to see does the

492
00:24:52,800 --> 00:24:56,959
Speaker 1: public want electrified versions of these already well known and

493
00:24:57,000 --> 00:24:58,840
Speaker 1: beloved models.

494
00:24:58,400 --> 00:25:00,840
Speaker 2: Because there'll be Nelly battery electric vvehicles, right, no.

495
00:25:00,720 --> 00:25:01,960
Speaker 3: Motor yes, yes.

496
00:25:02,920 --> 00:25:05,400
Speaker 1: And now I'm like, wow, we just got done talking

497
00:25:05,440 --> 00:25:07,280
Speaker 1: about the F one fifty and we know it's very

498
00:25:07,280 --> 00:25:11,000
Speaker 1: popular and successful. Obviously, fleet sales come into play with

499
00:25:11,040 --> 00:25:16,040
Speaker 1: its popularity, but the electric version wasn't a smash hit.

500
00:25:17,080 --> 00:25:19,879
Speaker 1: Now we're going to see an electric sports car. You know,

501
00:25:19,920 --> 00:25:23,840
Speaker 1: the Cayman and Boxer are already very low sellers for Portia.

502
00:25:24,840 --> 00:25:29,159
Speaker 1: So making an electric version of that those two vehicles,

503
00:25:29,720 --> 00:25:31,920
Speaker 1: how is that going to go? You know, this this

504
00:25:31,960 --> 00:25:33,600
Speaker 1: is kind of a test. I don't know the answer

505
00:25:33,680 --> 00:25:35,920
Speaker 1: to it, but it'll be really interesting to see if

506
00:25:35,960 --> 00:25:39,600
Speaker 1: the public wants an electric version of their already basically

507
00:25:39,640 --> 00:25:44,160
Speaker 1: lowest sellers. Yeah, I'm interested. So there's the seventy eighteen

508
00:25:44,200 --> 00:25:46,200
Speaker 1: and then the last one that I'm actually really looking

509
00:25:46,240 --> 00:25:50,080
Speaker 1: forward to because we haven't seen very much, is the

510
00:25:50,320 --> 00:25:53,240
Speaker 1: twenty twenty four Pollstar three. And this is of course

511
00:25:53,280 --> 00:25:57,000
Speaker 1: Pollstar is the brand owned by Volvo that produces all

512
00:25:57,040 --> 00:26:01,200
Speaker 1: electric vehicles, which is owned, which is owned by manufactured

513
00:26:01,240 --> 00:26:06,280
Speaker 1: in China, and this is their first true suv and

514
00:26:06,320 --> 00:26:08,640
Speaker 1: I think we could say it would go up against

515
00:26:08,800 --> 00:26:13,720
Speaker 1: SUVs from aut Yr, Land, Rover, you know, something like that.

516
00:26:14,640 --> 00:26:17,399
Speaker 1: I just basically want to see more Polestar because I

517
00:26:17,520 --> 00:26:20,719
Speaker 1: really have liked the models they've come out with.

518
00:26:20,800 --> 00:26:23,400
Speaker 3: They just don't have much out there.

519
00:26:23,480 --> 00:26:26,760
Speaker 2: Yep, and I think it's it's a really interesting story

520
00:26:27,680 --> 00:26:32,719
Speaker 2: because of you know, the Chinese connection, and they're going

521
00:26:32,800 --> 00:26:35,760
Speaker 2: to move i know, production to the US, which should help.

522
00:26:36,040 --> 00:26:40,000
Speaker 2: It's a really well designed vehicle. The first one was amazing.

523
00:26:40,640 --> 00:26:43,320
Speaker 2: The second one is I drove and it was very solid.

524
00:26:43,400 --> 00:26:48,200
Speaker 1: Yeah, well designed, well made, very Swedish, I mean completely.

525
00:26:48,240 --> 00:26:51,080
Speaker 1: And what I really want them to get to already

526
00:26:51,240 --> 00:26:54,520
Speaker 1: is the Pollstar six, which is their twudor electric Roadstar

527
00:26:54,920 --> 00:26:58,040
Speaker 1: that they showed I think it was this year, maybe

528
00:26:58,119 --> 00:27:00,840
Speaker 1: last year at Pebble Beach. I mean it's they've talked

529
00:27:00,840 --> 00:27:04,080
Speaker 1: about it for years. They're saying twenty twenty five or

530
00:27:04,160 --> 00:27:06,480
Speaker 1: so to bring that out, and I just kind of

531
00:27:06,520 --> 00:27:08,440
Speaker 1: want them to hurry up and you know, like start

532
00:27:08,480 --> 00:27:09,480
Speaker 1: giving us more stuff.

533
00:27:09,680 --> 00:27:12,840
Speaker 2: So one of the ways that Polestar is trying to

534
00:27:12,840 --> 00:27:18,280
Speaker 2: get American consumers involved is by offering a short term

535
00:27:18,720 --> 00:27:21,920
Speaker 2: lease scheme that a bunch of manufacturers did a few

536
00:27:21,960 --> 00:27:24,239
Speaker 2: years ago and it kind of fizzled out, right, like

537
00:27:24,280 --> 00:27:27,040
Speaker 2: a subscription based lease scheme. So you can they'll say

538
00:27:27,240 --> 00:27:32,479
Speaker 2: you can lease the Polestar two and you can cancel

539
00:27:32,560 --> 00:27:35,159
Speaker 2: it any time after five months, and you can switch

540
00:27:35,240 --> 00:27:37,320
Speaker 2: to another vehicle, and so what they expect to do

541
00:27:37,400 --> 00:27:39,679
Speaker 2: now is trying to get people into the Polestar twos

542
00:27:40,119 --> 00:27:42,959
Speaker 2: with the carrot dangling that they can flip it for

543
00:27:43,000 --> 00:27:45,200
Speaker 2: a Polestar three in six months when it comes out,

544
00:27:45,320 --> 00:27:47,520
Speaker 2: which I think is cool. Volvo does that as well.

545
00:27:48,440 --> 00:27:51,600
Speaker 2: No one else except for Porsche in like I don't know,

546
00:27:51,880 --> 00:27:55,119
Speaker 2: seven or eight states has a subscription me a service,

547
00:27:55,160 --> 00:27:56,800
Speaker 2: But no one else does it anymore because it didn't

548
00:27:56,960 --> 00:27:58,439
Speaker 2: prove to be a good business model.

549
00:27:58,560 --> 00:28:01,320
Speaker 3: No it want Netflix for your car?

550
00:28:01,760 --> 00:28:04,400
Speaker 2: Well no, I mean the problem is keeping costs down

551
00:28:04,400 --> 00:28:06,760
Speaker 2: on the manufacturer side. I think it's a cool idea

552
00:28:06,800 --> 00:28:10,760
Speaker 2: from the consumer point of view, and we actually do

553
00:28:10,840 --> 00:28:14,280
Speaker 2: it with my wife Valvo. So I think it's cool

554
00:28:14,280 --> 00:28:17,120
Speaker 2: that Pollstar is bringing people in as well. I wonder

555
00:28:17,280 --> 00:28:19,399
Speaker 2: also when I look at this car, looking at the

556
00:28:19,400 --> 00:28:22,560
Speaker 2: Polestar three, it looks awesome and I don't even ask

557
00:28:22,680 --> 00:28:25,159
Speaker 2: or wonder about the performance because now that we're in

558
00:28:25,200 --> 00:28:27,159
Speaker 2: an era of electric vehicles, I know they're all going

559
00:28:27,200 --> 00:28:29,600
Speaker 2: to be fast and the difference is only going to

560
00:28:29,640 --> 00:28:31,720
Speaker 2: be marginal. Right, It's all about design.

561
00:28:31,520 --> 00:28:33,560
Speaker 1: And I mean I think I feel like all of

562
00:28:33,560 --> 00:28:36,200
Speaker 1: these new cars to have to say it's a three

563
00:28:36,280 --> 00:28:40,520
Speaker 1: hundred mile range. This seems like the base the base level,

564
00:28:40,560 --> 00:28:43,680
Speaker 1: I mean, besides the specter, which that's its own thing.

565
00:28:43,760 --> 00:28:46,240
Speaker 1: But you know, really it does feel like three hundred

566
00:28:46,280 --> 00:28:49,360
Speaker 1: mile per charge is sort of the standard. And you

567
00:28:49,360 --> 00:28:53,040
Speaker 1: know maybe in the fours for horse power, and then

568
00:28:53,080 --> 00:28:56,200
Speaker 1: there's like a performance package that might get you above

569
00:28:56,240 --> 00:28:58,720
Speaker 1: five hundred horse power if you buy the special thing,

570
00:28:59,040 --> 00:29:00,840
Speaker 1: but that'll cut on the range.

571
00:29:00,880 --> 00:29:02,240
Speaker 3: But you know, maybe you want to be a little

572
00:29:02,240 --> 00:29:03,320
Speaker 3: bit faster and more powerful.

573
00:29:03,480 --> 00:29:07,560
Speaker 1: This seems to be the standard offering now, regardless.

574
00:29:06,960 --> 00:29:10,040
Speaker 2: Of everybody has to everybody, yeah, has to put out

575
00:29:10,080 --> 00:29:12,720
Speaker 2: like ours does three o two or three oh seven.

576
00:29:13,200 --> 00:29:13,400
Speaker 5: Right.

577
00:29:14,480 --> 00:29:17,360
Speaker 2: That is the case with the last car that I'm

578
00:29:17,400 --> 00:29:20,640
Speaker 2: looking forward to, uh for twenty twenty four, which is

579
00:29:20,680 --> 00:29:24,240
Speaker 2: the key of EV nine, which is so like dadish

580
00:29:24,320 --> 00:29:26,320
Speaker 2: of me, But as you know, I'm doing everything I

581
00:29:26,360 --> 00:29:28,720
Speaker 2: can to avoid driving a minivan in my life.

582
00:29:28,760 --> 00:29:30,320
Speaker 3: This is I support this, I support that.

583
00:29:30,400 --> 00:29:32,280
Speaker 2: But uh, but you know I need room for rear

584
00:29:32,320 --> 00:29:36,840
Speaker 2: facing car seats, and in terms of the electricness of it,

585
00:29:36,920 --> 00:29:41,720
Speaker 2: I don't really care. The BMW i X. I absolutely loved,

586
00:29:42,240 --> 00:29:44,520
Speaker 2: you know, driving it and the handling of it and

587
00:29:44,560 --> 00:29:47,760
Speaker 2: the power delivery and that electric platform I think is amazing,

588
00:29:47,800 --> 00:29:51,920
Speaker 2: but it is so fugly and I'm not into their

589
00:29:51,960 --> 00:29:55,400
Speaker 2: interior execution. So I'm looking forward to the Kia EV nine.

590
00:29:55,440 --> 00:29:57,080
Speaker 2: I haven't seen one in real life, and I think

591
00:29:57,120 --> 00:29:57,760
Speaker 2: you have right.

592
00:29:58,000 --> 00:30:00,680
Speaker 1: Yeah, I've driven it and it's at actually on my

593
00:30:00,800 --> 00:30:03,040
Speaker 1: list of my favorite things that I drove in twenty

594
00:30:03,080 --> 00:30:06,160
Speaker 1: twenty three. I can't say it enough. I was really

595
00:30:06,200 --> 00:30:10,400
Speaker 1: surprised and really impressed. We don't typically cover Kia at pursuits,

596
00:30:10,800 --> 00:30:13,440
Speaker 1: but they are making no bones about the fact that

597
00:30:13,480 --> 00:30:17,719
Speaker 1: they want to steal land Rover buyers and Volvo buyers,

598
00:30:17,720 --> 00:30:20,440
Speaker 1: and I know you're a Volvo owner, so it seems

599
00:30:20,440 --> 00:30:23,000
Speaker 1: like they're making some headway there because they've got your attention.

600
00:30:23,160 --> 00:30:26,440
Speaker 2: Well, it looks so cool in the pictures. It was

601
00:30:26,480 --> 00:30:29,200
Speaker 2: a range of just over three, like three hundred four miles.

602
00:30:30,320 --> 00:30:32,640
Speaker 2: It's not that it matters, but zero to sixty and

603
00:30:32,680 --> 00:30:35,760
Speaker 2: four and a half seconds, I mean it had a

604
00:30:35,800 --> 00:30:38,560
Speaker 2: five thousand pound vehicle or yeah, for a nine thousand

605
00:30:38,560 --> 00:30:40,440
Speaker 2: pound vehicle. I don't know magic wigs, but it's huge.

606
00:30:41,480 --> 00:30:45,440
Speaker 1: It's cool, and honestly, I don't know why, but I

607
00:30:45,600 --> 00:30:48,160
Speaker 1: kind of am curious to see it up against the

608
00:30:48,400 --> 00:30:53,120
Speaker 1: Electric Escalade, not in terms of performance, but just the look,

609
00:30:53,320 --> 00:30:56,560
Speaker 1: just the look, because they both are, you know, seven

610
00:30:56,640 --> 00:31:00,480
Speaker 1: passenger SUVs, and I might almost give the Kia the

611
00:31:00,640 --> 00:31:02,240
Speaker 1: edge simply.

612
00:31:01,880 --> 00:31:03,280
Speaker 3: In terms of esthetics.

613
00:31:03,320 --> 00:31:05,520
Speaker 2: I agree. In real life, I agree, And well, I've

614
00:31:05,560 --> 00:31:08,480
Speaker 2: only seen the the Escalator in real life when they

615
00:31:08,480 --> 00:31:10,360
Speaker 2: debuted it here. I haven't seen the EV nine, but

616
00:31:10,360 --> 00:31:12,200
Speaker 2: it looks so amazing in pictures, and to me it

617
00:31:12,800 --> 00:31:15,280
Speaker 2: both of those these new new cars have kind of

618
00:31:15,320 --> 00:31:16,760
Speaker 2: a land Rover range Rover vibe.

619
00:31:16,800 --> 00:31:19,360
Speaker 3: Totally yeah, totally yeah, good looking.

620
00:31:20,200 --> 00:31:22,880
Speaker 2: Well I think that wraps us up right.

621
00:31:22,760 --> 00:31:25,640
Speaker 1: Yeah, for the whole year here. I mean, are you

622
00:31:25,800 --> 00:31:27,360
Speaker 1: Are you having a wild and crazy night?

623
00:31:27,720 --> 00:31:32,400
Speaker 2: I'm not. I actually have tickets to Fish at MSG,

624
00:31:33,680 --> 00:31:37,800
Speaker 2: and my life has uh put the kaibosh on that.

625
00:31:38,080 --> 00:31:40,560
Speaker 2: She said, no way, Jose, I just had a baby

626
00:31:40,840 --> 00:31:43,240
Speaker 2: with you, not even six weeks old. No, the problem is,

627
00:31:43,280 --> 00:31:46,240
Speaker 2: and I agree with her. Whenever I go see Fish

628
00:31:46,240 --> 00:31:49,240
Speaker 2: at MSG in the last couple of years, and I do,

629
00:31:49,360 --> 00:31:52,760
Speaker 2: whenever they're here, I get COVID. Yeah. So no, I'm

630
00:31:52,800 --> 00:31:54,920
Speaker 2: just gonna chill. What about you'll be doing in the

631
00:31:54,960 --> 00:31:55,640
Speaker 2: city of Angels.

632
00:31:55,640 --> 00:31:57,520
Speaker 3: Well, because I live in Los Angeles.

633
00:31:57,560 --> 00:31:59,760
Speaker 1: Now, I'm going to do you know, hippie things like

634
00:32:00,200 --> 00:32:04,480
Speaker 1: recharge the crystals and you know, drink drink lemon water

635
00:32:04,560 --> 00:32:07,479
Speaker 1: in the morning and say a meditation and you know,

636
00:32:07,600 --> 00:32:11,600
Speaker 1: set my intention for the new year. I actually kind

637
00:32:11,800 --> 00:32:14,480
Speaker 1: I'm kidding about the crystals, but I but I actually am.

638
00:32:14,560 --> 00:32:14,920
Speaker 3: Seriously.

639
00:32:14,920 --> 00:32:16,600
Speaker 1: I was talking to a friend today about who had

640
00:32:16,600 --> 00:32:20,760
Speaker 1: written out personal and professional goals, and I thought, that's

641
00:32:20,800 --> 00:32:23,120
Speaker 1: a great idea, and I just might have a sit

642
00:32:23,200 --> 00:32:25,719
Speaker 1: down and drink some lemon water and set some goals

643
00:32:25,720 --> 00:32:26,280
Speaker 1: for the new year.

644
00:32:26,360 --> 00:32:27,600
Speaker 2: So that sounds like a great idea.

645
00:32:27,680 --> 00:32:30,600
Speaker 1: Yeah, I mean, this is very unlike me, but maybe

646
00:32:30,800 --> 00:32:33,080
Speaker 1: this is my nod to living in Los Angeles at

647
00:32:33,080 --> 00:32:33,560
Speaker 1: the moment.

648
00:32:36,520 --> 00:32:39,800
Speaker 2: That does it. For the podcast this week, I want

649
00:32:39,880 --> 00:32:42,280
Speaker 2: listeners to know you can tune into my radio show

650
00:32:42,640 --> 00:32:46,320
Speaker 2: every weekday from ten am to one pm. You can

651
00:32:46,360 --> 00:32:48,480
Speaker 2: watch me on Bloomberg TV from one pm to two

652
00:32:48,520 --> 00:32:52,640
Speaker 2: pm most weekdays as well, and I'm on Instagram at

653
00:32:52,640 --> 00:32:54,640
Speaker 2: Matt Miller nineteen seventy three and.

654
00:32:54,600 --> 00:32:57,719
Speaker 1: You can find me on Bloomberg Pursuits on Bloomberg dot com.

655
00:32:57,760 --> 00:33:00,000
Speaker 1: Sometimes I go on MATS Radio so to talk to him,

656
00:33:00,120 --> 00:33:02,800
Speaker 1: and you can find me online on Instagram at Hannah

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Speaker 1: Elliott XO.

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Speaker 2: We'll be back, same time, same place next week. I'm

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Speaker 2: Matt Miller

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Speaker 3: And I'm Hannah Elliott and this is Bloomberg