00:18
All right, welcome to episode 10 of Tranherly's Mote.
00:22
We've hit double digits.
00:24
That means we're a real show now.
00:26
I'm Victoria Scott.
00:28
My pronouns are she and her.
00:29
I'm here with my co-host.
00:31
Hi, my name is Jordan Hofstadter.
00:33
My pronouns are she and her.
00:35
And we've got a guest, our second Kevin.
00:40
Yeah, I'm Kevin Williams.
00:41
Can't pronounce he, him.
00:44
Kevin, we will only let men come on the show
00:46
if they are named Kevin.
00:49
That is our different follow-up.
00:51
It's you and Piccoli are the only dudes who have been on.
00:56
Kevin is an auto journalist who currently
00:59
works at Inside EVs.
01:02
He's been working in the industry for a very long time.
01:05
We worked together at two or three different outlets,
01:08
I think, depending on how you want to count them.
01:10
Because we both worked at car bibles,
01:13
if you remember that one, which was the drive spin-off
01:20
site about how to wrench on your own car.
01:24
Right, that's what that thing was.
01:26
I was trying to like, I have been to that URL
01:31
Yeah, I think the biggest thing I did for them,
01:33
which of course, again, as with any auto journalist career,
01:38
both Kevin and my work from there
01:40
is completely wiped from the internet because.
01:44
I did some of my best early work there,
01:47
which I kind of pissed about some of the bigger stories
01:50
ended up being reposted by the drive.
01:53
So, but I don't know, I think
01:56
I did a Mary Kay expose that, but never.
01:59
Oh my God, right, I remember that.
02:02
God, I, we used to have so many more websites
02:06
and that was back even in the era of like,
02:09
wow, we used to have way more websites.
02:11
Do you remember magazines?
02:13
We used to have magazines we could all work at.
02:15
Right, right, right.
02:16
Now everything's kind of like the same,
02:18
like Larry Ellison-esque conglomerate.
02:23
Yeah, how many books can Hurst buy before they are satiate?
02:30
Right, it's like, we're like,
02:32
it looks like every auto magazine is Stalantis now,
02:34
you know, just like a whole bunch of brands.
02:38
I don't know what we're doing here.
02:39
You know, it really sucks.
02:42
But you did cool work then.
02:43
Then we worked at the drive together
02:45
after Parabible's went under.
02:47
We both did the pride features together.
02:50
That's the main thing I remember
02:51
about working together on when I was at the drive
02:53
for like a year-ish.
02:55
Oh yeah, I forgot about those.
02:57
Yeah, that was fine.
02:59
Yeah, that was very stressful,
03:01
but people seemed to like them,
03:03
so that worked out well.
03:04
But I remember working with you on those.
03:06
I remember you obviously reporting
03:08
on your Mitsubishi IMEV.
03:12
I don't, oh, is he gone?
03:16
Yeah, the battery, I've been trying to like
03:18
do a story on it, but it's kind of been kind of low
03:20
on my priority right now.
03:21
But yeah, basically it just,
03:22
the battery died, it wouldn't charge again.
03:26
No, I love that thing.
03:27
Is there a pipeline for like replacement batteries
03:29
for those, or are you just dealing with like?
03:32
That car is Coke Kim's now.
03:35
Oh, that's what you have.
03:37
Yeah, I try, but I'm like,
03:38
there's no like replacement battery scheme
03:43
That's basically like,
03:45
I tell people it's like driving a rolling iPhone 4.
03:49
Well, in aesthetic styling as well.
03:52
Yeah, literally like, yeah, I couldn't do anything with it.
03:56
I think the IMEV is really charming,
03:59
and I really like it.
04:00
However, the only, and this is more of just like,
04:04
one, the amount of effort people used to put
04:06
into the Houston Auto show,
04:08
and also the health of Mitsubishi in America.
04:11
The IMEV that they had at the Houston Auto show
04:14
the last time I went as press,
04:16
literally there was not like,
04:18
the paint was different colors for panel.
04:20
Like they didn't do the paint matching,
04:22
like the pink was slightly off from panel to panel.
04:27
And I was just like, I brought,
04:29
I brought like three other people.
04:30
I'm like, I'm not having some sort of like,
04:33
I'm not, I'm not like losing my eyes.
04:35
Like I don't need to like go to the doctor, right?
04:37
Like this car is not the same color.
04:41
I thought when I was in Europe,
04:44
briefly I saw an in Paris,
04:46
somebody had a per-show rebadged IMEV,
04:51
which I didn't know was ever a thing.
04:53
because I really loved that car.
04:55
That was really, that was like a really adorable,
04:58
like sort of like in the same way that like,
05:00
when I was at the drive,
05:01
my thing was like the van,
05:03
you had like the IMEV.
05:04
It was like an automotive calling card.
05:08
It made me realize that like,
05:09
I don't know, sometimes automotive journalists
05:11
because if you read like a lot of,
05:14
really though, if you read like a lot of like,
05:15
you know, articles about the IMEV when it came out,
05:18
like sure it was not a great car,
05:20
but they made it sound damn near undriveable.
05:22
And like, I love that thing.
05:23
I put like almost 10,000 miles on it before it died.
05:28
That's insane, considering it had like,
05:30
what, 45 miles of range?
05:32
When it was new, it was 62,
05:33
but by the end there, I was getting like maybe 20.
05:37
Yeah, it was pretty bad.
05:40
But like 20 miles was way further than people think,
05:46
That's the thing where I was,
05:48
I always feel like people have no idea how long a mile is,
05:51
and that is where a lot of range anxiety comes in.
05:55
We could get it to like the US EV market later,
05:58
but I think of the IMEV the same way
06:01
I think of like the first gen leaf,
06:03
where it's like, do I want to own one right now?
06:09
But I think they're so charming.
06:12
It's like that in the BMW i3,
06:14
I'm like remember when electric cars were supposed to be like,
06:17
and a lot of them still are,
06:18
but like it was just this like,
06:20
it was the last bits of what have,
06:23
what have the kids started calling it millennial optimism?
06:26
Like I'm like, everything's getting better forever.
06:31
It's like a quirky little science experiment
06:32
instead of like, I don't know,
06:34
a weird sad culture war thing, you know?
06:40
No, that's a very good way to put it.
06:43
I was not picturing themself in the leaf and therefore.
06:46
Right, like everything's like weird and hyper masculine,
06:49
but also like kind of shitty too, you know?
06:52
I was just reading about the sleep truck earlier today.
06:56
Oh boy, they're gonna fail.
07:02
I didn't even cut that one.
07:03
They're gonna sell five of those things.
07:05
Yeah, I, yeah, yeah, yeah.
07:09
Yeah, no, I'm fully with you.
07:10
I, when I was living in Reno, Nevada
07:13
at Bradley Braddell's house at X Jalopnik,
07:16
I think you may have worked with him too.
07:17
I've lived in his house.
07:19
Jalopnik also, he keeps getting pulled back in.
07:24
He's worked there five separate times.
07:28
I mean, it works for him.
07:29
So I'm like, you know, a part of you, man.
07:31
It's him and Patrick George.
07:33
They keep getting roped back in there.
07:35
I think Patrick George might finally be free
07:37
if never having to go back to X Jalopnik again.
07:40
Yeah, he's at Wall Street Journal now, so good for him.
07:43
Yeah, he's fine, he's fine, he's fine.
07:44
Except for, you know, let me take a big sip of coffee
07:46
and read about the Wall Street Journal.
07:48
You're right, you're right.
07:49
But I'm like, yeah, I'm like, man, you asshole,
07:51
you fucking left me here at Inside EVs by myself.
07:55
Whatever, whatever, it's all good.
07:57
I was his last failed prodigy for a while.
08:04
And I drove, Brad left me his leaf,
08:06
which had, I think, 42 miles of range left on it,
08:09
which dropped immediately if you ever touched,
08:11
even looked at the climate control buttons.
08:14
But in Reno, that was enough to go see
08:17
the other trans people that lived in town,
08:20
So it was cool, I was like,
08:22
this is actually really doable
08:24
because I had a garage, like a 110 outlet,
08:28
but I could charge overnight.
08:30
And I've thought a lot in my life
08:33
that if I ever lived somewhere again where I had,
08:35
like just an outlet, I would get like a $4,000 used leaf.
08:39
It's just the lack of access to an outlet
08:41
has been a consistent theme for me in Seattle
08:44
because landlords rather kill themselves
08:46
and give you any kind of charging options whatsoever.
08:50
I would have a used BMW i3 right this second
08:53
if I could put a charger in on the front of my house.
08:56
No, we gotta get you in the Fisker still.
09:00
The Victoria, do you know what I did
09:02
for five minutes at work today?
09:03
No, auto trader Fiskers.
09:06
You can get them for like,
09:08
you can get them for like two dollars.
09:11
Yeah, two dollars a firm handshake
09:13
and they'll buy you lunch.
09:16
It's actually one of my friends,
09:18
one of my queer friends, they have like,
09:19
they had two i3s and a Fisker.
09:25
They should just come on the show just for that alone.
09:29
We're gonna commit it.
09:31
She loved them though.
09:32
She's like, I love my i3s and both got totaled
09:34
because like they're kind of like,
09:35
i3 is kind of total easily
09:37
because like the, you know,
09:39
the subframes and the under structure is carbon fiber.
09:43
So if like, if you get like even in a minor fender bender,
09:45
like you, they crack.
09:48
Like they're not really, they're not really repairable.
09:50
They're tubbed, yeah.
09:51
Yeah, so like, yeah.
09:53
So when it cracks, it's like, well, car's over.
09:56
And then of course with a Fisker,
09:58
like, you know, if you do anything to that car,
09:59
it's just, it's like instant total.
10:01
So now she has a Polestar and she's loving it.
10:06
That's, that's the natural,
10:08
that's the natural like progression for a,
10:11
in like an old i3 person.
10:13
Cause the new i3 sparks no joy.
10:21
BMW can't make me happy design language wise.
10:24
I unfortunately am like,
10:31
he bought the world's like literally the cheapest
10:34
E46 M3 at one point, just as he needed some.
10:40
But because that wasn't his main car,
10:43
I ended up using it a ton when my,
10:45
when my Miata died, he was just like,
10:48
he's like, it's not, it's slightly more practical for you.
10:52
Well, you shop around for something else.
10:54
So I drove that for a while.
10:56
So I have, that is peak BMW in my mind is like E46 to VI3.
11:02
VI3 was the last thing that I saw from them that I went,
11:06
I like, it's a little guy.
11:09
I drove the i7, oh, go ahead.
11:11
Oh no, go ahead, go ahead, go ahead.
11:12
Oh, as I said, I drove the i7 for the drive actually.
11:16
And I thought it was,
11:17
it made me feel like Cruella de Ville.
11:20
So I kind of liked that a bit.
11:21
I don't know if it's like what I would call a good car,
11:23
but it made me feel evil.
11:25
So I kind of enjoyed that.
11:27
It's the i7, just the seven series.
11:29
It's the seven series with batteries under the floor.
11:31
And it's actually like hats off to BMW
11:33
because between the two cars,
11:34
there's like no ergonomic differences.
11:37
Or if it is, it's like you really can't notice them.
11:39
I didn't mind the i7, I did it for road and track.
11:43
And I was like, okay, whatever.
11:45
And then they gave me one on accident
11:48
because like there was a scheduling mix up
11:49
for the press cars.
11:50
So they just dropped one off at my house.
11:53
And it was like, I understood it more
11:55
when I was driving it every day.
11:58
it just feels like kind of an overstuffed car
12:00
even for like, you know, a big luxury sedan.
12:04
And it also didn't feel like a BMW to me.
12:07
Like I told somebody,
12:08
this feels like a Cadillac de Ville in a weird way.
12:12
You know, not in a bad way.
12:14
Like I was like, if Cadillac,
12:16
if it had a Cadillac badge on it, I would love it.
12:17
But as a BMW, I'm like, what is this?
12:20
No, that's a really good way to put it honestly.
12:23
Speaking of Cadillac, how do you feel about there?
12:26
Our favorite Cadillac, the electric nightmare
12:29
they will sell for of ever
12:32
and all the Celesteak, all to GM executives.
12:37
I think I, you know, surprisingly,
12:39
it seems like Cadillac's whole like EV line
12:42
is somehow doing okay, but I don't like any of them.
12:47
And I probably, I probably shouldn't say that,
12:50
but I was like, okay, yeah, you can keep this.
12:56
Although I did think it was really funny
12:58
because I was in China for, I think,
13:01
the Beijing auto show.
13:02
No, it was a Shanghai auto show last year.
13:04
And their tagline in China is like,
13:06
love is what makes a Cadillac.
13:09
No, that's not there.
13:11
Yeah, I'm like, okay, okay.
13:16
Or then like, there was another one.
13:18
It was like, I think it probably was Lincoln
13:21
or it was Cadillac.
13:22
It's like, let us be your option B.
13:26
Which is, I was like, is that a translation error?
13:30
That's like breathtakingly honest.
13:32
Right, but also like, it's like, damn,
13:33
like let us be second place.
13:35
Like, come on, man.
13:37
And I had to, I had to ask them,
13:38
is that a translation error?
13:39
I'm like, am I stupid?
13:40
And you're like, no, that's what they said.
13:43
Yeah, you're like, is there like a cultural connotation?
13:46
Legitimately, I was like,
13:47
is like, am I stupid?
13:52
No, that's, that's what they said.
13:56
So I was, that's right, you, I was,
13:58
I got distracted, I sniped my,
14:00
nerd sniped myself with your IMEF.
14:03
And the sadness I had about it's, you know,
14:07
But Kevin also, you know, freelanced basically everywhere
14:11
in the entire automotive industry.
14:12
And his work did motor one and inside EVs for like,
14:14
EVs for like, what, two, three years now?
14:17
Yeah, I think, I think we're kind of on year three,
14:19
but yeah, something like that.
14:20
And it's just like, genuinely an expert in EVs,
14:24
still actually working on like Jordan and I.
14:26
So we wanted to have him on to talk about
14:32
because he is one of the most knowledgeable people
14:34
about EVs I've ever met.
14:36
He does a lot of really, really great stories.
14:38
But specifically, one of the,
14:41
speaking of like the Chinese market
14:43
and American car companies in general,
14:46
you did a story that was,
14:49
well, I thought it was pretty recently,
14:50
it turned out it was like four years ago
14:52
because time isn't real.
14:54
But you did a story, huh?
14:59
No, I thought it, like, I thought it was like last year.
15:02
Well, it was two years ago.
15:03
It's two years ago, because that was a,
15:04
because it was specifically the first time China opened
15:07
back up to foreigners.
15:08
That was two years ago.
15:11
Because they had everything shut down for COVID
15:13
and now they were like,
15:13
okay, well now we can have people over again.
15:16
Okay, so it was two years ago.
15:17
I'm not completely losing my mind.
15:22
I went to China and drove a dozen electric cars.
15:25
Western automakers are cooked,
15:28
which was just brilliant titling.
15:31
The article does follow through on that.
15:34
And it is a very compelling viewpoint,
15:36
but it was just refreshing to see somebody write
15:38
with like clarity, bluntness about kind of like,
15:43
the fact that the Chinese market has good cars in it now,
15:47
which I don't think anybody,
15:48
any other like Western auto journalist
15:49
really wants to either recognize or admit,
15:52
aside from like maybe like Jim Farley the one time
15:55
when he was like, yeah, actually they're,
15:56
they're kind of good over there nowadays.
16:00
And like in the meantime, like obviously this is,
16:02
this is 2024, you know,
16:05
this has proven itself incredibly prescient, I think,
16:08
especially as we've seen the rest of the world
16:11
be like, you know, kind of turn away from America
16:14
as it reorients towards a more stable trading partner
16:17
who is a little bit more predictable in China.
16:19
And then like, oh damn, your cars are great.
16:21
Like Canada's now probably be full of like Chinese EVs.
16:24
And I wanted like, you know,
16:26
in the two years since you wrote that piece,
16:29
is there a lot that's changed?
16:30
Like what do you, what do you,
16:31
where do you think we're at as far as like Chinese EVs
16:33
on like the global market nowadays?
16:36
I think just as a whole,
16:38
China's kind of become this unignorable force
16:41
in like, you know, global automotive, like, you know,
16:45
Even when I went two years ago
16:47
and that was kind of like the first time,
16:49
as I said earlier, when China opened up,
16:50
it was like, well, now people are finally seeing,
16:52
people in the West are seeing exactly like
16:55
just where China is and how far ahead they are
16:59
with their electric vehicles.
17:01
Now where we're kind of seeing,
17:06
Now it's like, before it's like, well,
17:08
they cheated or they're doing all this stuff
17:10
and we can't keep up with them to,
17:15
so how do we manage them?
17:16
Like, do we partner with them?
17:19
Do we kind of give up and let them win?
17:22
It's kind of a weird dynamic
17:25
that everyone kind of has with China now.
17:30
And do you, like, I had seen recently,
17:32
and I didn't put this in the notes that I should have,
17:34
but like, for example, in Canada,
17:36
I think it was Stellantis was like,
17:38
oh yeah, we're gonna partner with some Chinese automaker
17:40
to build Chinese EVs basically in Canada.
17:45
Like, do you think a lot of like,
17:46
formerly US oriented countries
17:48
are gonna head towards that model of things?
17:52
I think, you know, between like,
17:54
you know, what's going on with Iran
17:56
and how like, you know, gas prices are fucked now.
17:59
I think just like, China kind of has the goods
18:02
when everyone needs the goods.
18:05
Aside from the United States,
18:06
people are still starting to electrify pretty like,
18:08
you know, consistently in a lot of other countries.
18:12
And at the end of the day,
18:14
a lot of the Western automakers
18:15
kind of don't have any product.
18:20
It's like, okay, you can talk so much shit about China,
18:23
about what they are doing or how they cheated or whatever,
18:26
but what do you sell?
18:28
You know, Ford doesn't have anything.
18:30
I mean, for better or worse,
18:32
you know, Ford CEO's talks about how China's doing this.
18:34
Now they have all this stuff coming.
18:36
But if you look at their EV plans,
18:38
they're just kind of like, whatever.
18:39
I mean, the Ford Mach-E is kind of a global flop.
18:43
They killed the, what is it?
18:46
They killed the Lightning.
18:46
They're gonna make it a gas powered e-rev truck instead,
18:49
which I think is gonna be a waste of time.
18:51
GM's EVs are kind of like,
18:53
they're kind of not really that great.
18:55
Like they're hit or miss.
18:56
Like the Equinox EV is okay.
18:58
But I mean, even if you go to China,
19:00
a lot of the Ultium cars are like flops
19:03
or have been canceled already
19:05
because they're not that great by comparison, you know?
19:09
Well, that Stellantis assuredly
19:11
is coming in at the last moment here too.
19:12
Right, I mean, the Stellantis stuff isn't that great.
19:16
I mean, it doesn't seem like the US side is doing too much.
19:20
And then the French side, the French side,
19:22
they're just kind of like, you know,
19:23
putting batteries underneath gas cars
19:25
and they're kind of working in Europe, but not really.
19:28
The other thing, he didn't even actually remove the IC.
19:31
They just kind of taped batteries under it.
19:35
Yeah, side note, I do love it when like,
19:37
automakers do like half-assed conversions of gas cars.
19:41
I tell people it looks like a fucking sketch or shape up.
19:44
Remember those shoes?
19:47
Remember those shoes?
19:48
That's what it looks like.
19:52
Or like a pair of like platform sandals.
19:54
I'm like, okay, I can like see you like.
19:58
That's what the Cayenne looks like.
20:00
The electric new Cayenne.
20:01
I'm like, this is giving like Crocs design to this.
20:05
This is a collaboration with Crocs.
20:07
Like they're really trying to hide
20:09
that big ass battery and they can't.
20:12
But yeah, you know, it's China's a very much
20:15
an unignorable force, you know,
20:19
especially in the global South
20:21
and like a lot of Asian markets,
20:23
like, you know, Malaysia, Philippines,
20:26
even Australia's are really becoming
20:27
a really big like market for them too.
20:30
Basically, they're entering these markets
20:32
with like, you know, really value oriented vehicles.
20:34
And people are realizing actually,
20:37
this is pretty nice.
20:40
So I think a lot of people are in trouble
20:43
because like, you know, if these cars
20:45
managed to stay together,
20:47
I think there's gonna be a really, really big shift
20:49
that I don't think a lot of automakers
20:51
can come back from.
20:53
Yeah, well, that's the thing like,
20:54
so we have had, you know, nine episodes for this.
20:58
And of course, we had the perfect timing of being like,
21:00
well, we're both kind of like disillusioned millennials
21:03
who don't really like the US auto industry.
21:05
And we don't have anybody to report to
21:07
so we can say whatever we want.
21:08
And then everybody brought in their earnings reports
21:12
Oh, it's been a piece.
21:13
It started canceling, yeah,
21:14
it started canceling all of their EV projects.
21:16
And it's like, we've gone from, you know,
21:19
kind of the top line, like,
21:20
oh, Stellantis is gonna, you know,
21:21
resurrect themselves by bringing back the Hemi again,
21:24
which is like, okay, uh-huh.
21:25
Yeah, this happens every five years.
21:29
But like the funny one,
21:31
like the less funny one or more funny one,
21:33
depending on how you want to think about it,
21:34
it's like Honda, like with the,
21:36
the Affila and the Series Zero cancellations,
21:39
like they're not even the American car company.
21:42
They also seem screwed now
21:43
just because like the fallout of our market collapsing
21:46
has kind of thrown them off guard.
21:51
I keep thinking about how a lot of these,
21:55
like as more of these first EV initiatives,
22:00
second wave EV initiatives,
22:02
all either fail or get canceled.
22:04
I just, it's not like anyone is pivoting to like,
22:09
okay, but how do we do this?
22:11
Good, like no one in Stellantis is like,
22:14
am I going crazy or did a couple of years ago,
22:18
they announced they were adding EV
22:20
to the, like trying to shoehorn V,
22:22
letters E and V into Alfa Romeo
22:26
because Alpha was going to go all electric.
22:29
Was that a Volkswagen thing
22:30
where I got, I got fucking punked by something?
22:33
I don't think you got punked,
22:35
but they definitely said
22:35
they're going to be an EV only brand soon, I think.
22:38
Yeah, and just, now it's just like,
22:40
you want another Quadrifoglio?
22:43
You want, you want whatever a Tenale is?
22:45
Like there's not an electric one.
22:47
There's not even a hybrid one.
22:49
Yeah, they cut the hybrid for Tenale,
22:55
At least for the US market.
22:56
They can't even do hybrids anymore.
22:57
Yeah, they cut the PHA.
22:57
Like, it's, like, I-
22:59
To be fair, the PHA was a mess.
23:01
I hate it, I had the Dodge version,
23:02
I had the Dodge version was a mess,
23:06
To be fair, again, we talked about
23:07
how no one at Dodge should have signed off
23:09
on badge engineering and Alfa Romeo product.
23:13
If you ever, if you ever like to see
23:15
the least happy consumers of all time,
23:17
just go to the Reddit forums
23:18
for the Hornet Ornors.
23:26
Yeah, I just, I keep peaking over the fence
23:31
and like seeing like all of these new Chinese EVs
23:34
come to other markets.
23:36
And like, I think they're gonna smash Europe.
23:39
Like, the idea of being able to like
23:42
cross-shop the take-in with like the SU-7
23:45
and just going, oh,
23:47
the best version of the Taycan is like,
23:51
and I'm gonna just keep going back and forth
23:53
on pronunciations because even I've heard
23:56
like Porsche press people go back and forth
23:58
on if it's Taycan or take-in.
24:00
And I'm just like, we gotta pick.
24:04
Say it out loud in a commercial, please.
24:08
But like, cross-shopping that where it's like,
24:10
oh, the best Taycan is $240,000 fully loaded.
24:17
And it SU-7, it tops out somewhere like 90, I think,
24:21
for like the comparable level.
24:23
And I just go like, you've driven an SU-7, right?
24:27
No, I've driven the YU-7.
24:29
So the crossover one, the fake Ferrari one, which like,
24:33
I don't know if that looks better
24:33
than the actual Perot software.
24:35
I think it's great.
24:37
I drove it and I have a,
24:39
there's a video review on it for inside EVs that I did.
24:41
And I'm like, you know, it's very hard to remember
24:44
that this is this company's second car ever.
24:50
Oh God, we're so fucked.
24:51
Like literally, like it was like,
24:53
there was like nothing I could say about it dynamically
24:55
that was wrong, you know?
25:01
Are they even lagging behind in like,
25:06
cause a lot of these companies were like making phones
25:09
or other consumer electronics before the big pivots to EVs.
25:14
So I actually think that like, you know,
25:16
the Volkswagen who's been making cars for 100 years
25:20
without any baggage behind when they started,
25:23
like the ID4 on the inside was like,
25:27
I'm like, why did you try to reinvent buttons
25:29
from first principles?
25:31
Like we was like, wait,
25:32
we have user experience in a car figured out.
25:36
And everything I've seen from like the SU-7,
25:39
the YU-7, I'm just like, oh, they just also get it.
25:42
Like if you told me that they'd been making cars in China
25:45
for like 60 years already,
25:47
and this is just their first EV models,
25:49
I'd be like, oh, they did really well,
25:50
but like they were not building cars 10 years ago.
25:54
And now it's just like, do you want?
25:57
Do you want the beautiful?
25:59
My hunch is that everyone's young, you know?
26:02
When I was on the Xiaomi YU-7 launch,
26:05
what struck out to me is that
26:08
the guy who was running the whole program was like 30.
26:15
Well, like at least running like the PR side of it.
26:17
And then there's a lot of like, you know,
26:19
young engineers and young people who have like new ideas.
26:23
And I think that's kind of the space
26:25
where they're being like,
26:25
being able to put that on display.
26:27
And that's like kind of the case for everything.
26:29
Like I think X-Pung was the same way.
26:33
Geely and Zeekr, they were really similar.
26:36
I think somebody told me that,
26:38
I can't remember, it was like the average age
26:40
of somebody who works at like, Zeekr was like 34.
26:46
Yeah, and that's like, you know,
26:47
then you go to like, you know,
26:49
a traditional, you know, Western automaker.
26:52
And everyone's like, you know, crotchety and old.
26:57
Everyone leading any sort of like development program
26:59
at one of the major automakers
27:01
is like someone who's been at that automaker
27:04
for like 30 years at this point.
27:07
Or like got scooped from another automaker.
27:11
I did like a thing for a lucid,
27:13
like a lucid drive awhile ago and they had,
27:15
there was a one, it was a woman who was heading,
27:17
I think it was this software team
27:20
for their like driving experience.
27:21
It was like the basic, the handling side of stuff.
27:24
And she was like, I don't know how close to my age
27:27
she was, but she was definitely like under the age of 50.
27:29
And it was like crazy for like both a woman
27:32
and somebody who was like,
27:33
even within my same generation to be
27:35
at an American car company.
27:37
And that was, I ascribed that primarily to like,
27:40
you know, Silicon Valley kind of like fresh,
27:43
you know, lose to this kind of like the young up
27:46
Like when I go, like when I lose use infotainment
27:48
in so many Western cars,
27:50
especially like BMW to me is like one of the worst offenders.
27:52
It's like, I just want to ask the designers,
27:54
has anybody on staff ever used a phone before?
27:59
Truly, it feels like.
28:00
Like everything has, everything has too many menus.
28:02
There's no sense of hierarchy.
28:04
And I'm like, have any of you ever like,
28:05
you know, God forbid texted and driven before?
28:08
Have you ever worked at McDonald's,
28:09
you know, where you have to use like a touchscreen
28:11
and a drive through?
28:12
And it just, it just fucking pisses me off.
28:15
You know, versus like when I go to these Chinese brands,
28:18
you know, they're used to working with phones.
28:21
Everybody's like, you know, kind of a digital native
28:23
just because of like how technology
28:25
kind of came to China kind of all at once.
28:28
So it's like, it's clear that the people
28:33
who are designing this stuff in China,
28:34
like, you know, they're, they're used to it.
28:36
But also like, I think there's also like, you know,
28:38
something to be said about the car manufacturers
28:42
that kind of like, you know,
28:43
try to play to their strengths here.
28:45
For example, Geely, Geely is a really famous example.
28:48
They could not do infotainment very well.
28:50
So instead of being like, you know,
28:52
instead of trying to have like spending all this time
28:55
of engineers, like car engineers trying to make it work,
28:57
they just went ahead and bought a phone company.
29:00
Yeah, that honestly makes so much more sense.
29:03
It's like, you know, you guys do it and it's great.
29:08
The same with like, you know, Xiaomi,
29:09
for Xiaomi, they started out making phones.
29:11
And it's like, you know, why don't we go backwards to cars?
29:16
X-Pong is very similar.
29:17
Like, you know, they were more so a tech company
29:18
that decided to like experiment with cars a little bit.
29:21
So like, you know, when you have those kinds of backgrounds,
29:23
it's like definitely like, I think an asset.
29:26
And I think why, you know, Chinese cars
29:28
and why Chinese infotainment really looks the way it does.
29:31
And also it just seems like maybe you guys kind of got that
29:34
from the stuff I wrote back in 2024.
29:37
It just really feels that there's a level of cooperation
29:40
between Chinese tech companies and Chinese car companies
29:43
that we do not see here in the West.
29:47
Whether that's at the behest of the state, I'm not sure.
29:49
But also like, that's neither here nor there.
29:54
Just like having like, for example,
29:56
having like the robust, you know, third-party apps,
29:59
you know, there are so many music apps
30:03
and other things that, you know,
30:04
are replicated from the phone to the car, you know.
30:08
There's the same sort of experience
30:11
between those two programs
30:13
that we just don't have in Western cars, you know.
30:18
And I just think about how like,
30:20
we talked about Apple here in the States
30:22
making an electric car for so many years
30:25
and how it seemed like a thing that no one there
30:28
could like fully ever get even past
30:32
like a very early pre-production stage.
30:36
And then these tech companies are just pivoting to cars
30:39
in the span of five years and like,
30:42
seemingly just nailing it.
30:43
Like I don't know if I've heard of a bad,
30:47
like I feel like pre-2020, once again,
30:53
once again, Top Gear being a specter of conservatism.
30:59
Like, I think, and their childhoods.
31:01
Yeah, I think Top Gear talking about like,
31:04
how every Chinese car was like,
31:08
a just one-for-one ripoff of like a Mini Cooper or whatever.
31:12
Like, I feel like people still think
31:16
of the car industry over there as like,
31:20
this lack of innovation.
31:23
And I also feel like people just think that they're lying.
31:27
That like, these cars are real and do these things
31:30
when it's just like, no, they sold like a hundred thousand
31:33
Like, I don't know, like people are driving them.
31:35
Like, I don't know what you want me to do.
31:36
Yeah, like these things are winning awards.
31:38
I mean, I think it was NEO's Firefly.
31:42
I think it was the safest car ever tested by Euro NCAP.
31:47
Yeah, anyway, yeah.
31:49
Also, I've driven that car.
31:52
I think part of that is like, you know,
31:53
there's definitely a healthy dose of sinophobia there.
31:57
You know, of course, like, of course China cheated, right?
31:59
That's all they do is make us cheap shit.
32:02
But I do think, you know, I mean, back in the day,
32:04
a lot of this stuff was cloned, you know?
32:08
I mean, that's undeniable.
32:10
That's like how every auto industry starts though.
32:13
Like it's just, it's like,
32:15
whether it's like formally or informally,
32:18
basically every, like with the exception of like, you know,
32:21
the U.S. and Europe at the birth of the auto industry
32:24
who kind of like independently came up
32:25
with like some car designs.
32:27
And even then, like there was a lot of back and forth
32:31
Most other auto industries kind of began from like,
32:35
we're gonna build either like a bi-license model
32:37
or we're going to like pretty strongly copy some stuff.
32:40
Like you look at like early Soviet cars
32:41
and like a lot of those are just kind of like,
32:43
hey, we put a coat of paint on like 1940s GM
32:46
that we just happened to find sitting in a field somewhere.
32:50
They abandoned this factory when the war started.
32:55
But also, like, you know, a lot of,
32:57
Western automakers came to China
32:59
because they saw it as a place for cheap labor
33:03
So like, I mean, well,
33:06
I mean, what do you expect?
33:10
Are you telling me that like you can't just coast
33:12
on the cultural prestige of Buick's
33:14
for your entire existence?
33:16
And that's what they did.
33:17
And as you saw from what I wrote in 2024,
33:22
it was very apparent that, you know,
33:24
so many Western automakers were selling
33:26
kind of half-assed versions of stuff
33:28
they were selling all over the globe,
33:31
but it was clear that they were not listening
33:33
to what Chinese people actually wanted, you know?
33:36
Like, what do they like?
33:39
How do they use their vehicles?
33:41
And I just think that a lot of homegrown Chinese brands
33:44
were like, you know what?
33:46
What are people looking for in a car
33:48
that we can give them?
33:51
Well, another thing too, and I do not remember
33:55
I remember a video you posted.
33:56
I think we were still working together at the time.
33:58
So it had to have been, you know, a couple of years ago.
34:02
But there was a car you had tested
34:03
that had like a little emoticon emoji.
34:06
Oh, yeah, that's Nia.
34:09
Yeah, it had like a little cowboy hat on it and stuff.
34:12
I remember thinking that that was just like
34:14
one of the most fun, whimsical,
34:16
kind of like build a rapport.
34:19
Every time I go to any kind of press event,
34:21
which I don't anymore,
34:22
when I used to go to any kind of press event
34:24
for like EV, especially in the US,
34:27
every PR person is like,
34:28
we have to figure out how to make an emotional pitch
34:31
to buyers because EVs are largely regarded
34:36
because they don't have the same characteristics
34:40
So we have to lean on heritage or personality or design
34:44
or, you know, comfort or whatever.
34:46
And, you know, to try to get people
34:48
to like emotionally connect with our product line.
34:52
And then I saw like, you know,
34:54
oh, hey, you could just put a guy in the car
34:55
that like smiles and, you know, has emotions
34:58
It could just be fun and normal.
35:01
Like they, even if you go to like a Nio showroom,
35:03
they have like a line of like toys and gadgets
35:06
that are based off that thing.
35:10
But yeah, it's like a cute little mascot
35:13
for the whole brand.
35:15
Yeah, like for like the cowboy hat was like,
35:17
like the hats and stuff are definitely like unsanctioned
35:19
because like they kind of could go flying if you hit something.
35:23
But there's like a whole little like cottage like industry
35:25
of like basically a Chinese version of Etsy
35:28
where people like make and give you instructions
35:30
on how to make like little fun little hats
35:32
or accessories for the thing.
35:34
And I'm like, right.
35:35
I'm like, that's such a, that's such a cute little
35:37
like thing, you know?
35:40
No, but I just think about that.
35:42
And I think about that kind of user experience
35:45
that go beyond the car here.
35:48
And it just doesn't feel like Western automakers
35:54
They don't want to do anything.
35:55
I got, I think I remember seeing some,
35:56
I think just, just in general, like an industry.
35:58
I saw somebody, I forget what TikTok or whatever,
36:02
whatever it is I saw is like, you know,
36:05
these corporations act like they have,
36:06
act upset that they have to go through you
36:12
And I just feel like there's so many,
36:14
so many like EVs or just cars in general
36:16
or just like in corporations in general
36:18
that are made with contempt, you know?
36:21
It's like, they didn't want to make it like,
36:25
I don't like doing this.
36:26
I don't like doing this job.
36:28
Fuck you, give me my money and get out of my face.
36:32
Yeah, I've also driven a blazer EV.
36:36
What's the dealer, is everything direct to consumer?
36:41
Otherwise, there are dealerships.
36:44
So a lot of the tech,
36:45
a lot of the techie startup ones are like,
36:47
you know, direct to consumer.
36:49
Like I think Neo is direct to consumer.
36:53
X-Pong is direct to consumer,
36:56
but some of the more bigger traditional ones,
36:58
I think like BYD, Ford, Chevy, GM,
37:03
a lot of those I think actually have franchise dealers
37:05
or like release dealerships
37:07
that are more kind of similar to what you get here.
37:11
Okay, so I was wondering, I'm like,
37:14
I don't know if all of these like new EVs are being sold.
37:17
I hate to call it Tesla style,
37:20
but like I also think a lot of the American problems
37:26
with EVs are not only the contempt from like,
37:29
the automakers not wanting to do this,
37:31
but how much of it is based on dealer contempt?
37:36
Everyone's favorite petite nightmare person
37:39
in their local community, the local car dealers.
37:42
Like I think about like going,
37:47
I was looking at a hybrid Maverick
37:49
back when those first came out,
37:50
because I was maybe thinking about buying one.
37:54
And I just overheard a conversation
37:57
between the two salespeople about the upcoming
37:59
F-150 Lightning at that point.
38:02
And they were just like, I'm gonna steer,
38:04
like two guys on the sales were actively talking
38:07
about steering people back towards the gas F-150.
38:12
Because they want to sell maintenance.
38:14
They want to sell oil changes.
38:17
I'm not even sure they think that deeply.
38:18
They just don't like electric cars.
38:20
Also that, cause they think it was gay.
38:22
Like yeah, like the electric cars for just,
38:27
the fact that EVs have become
38:30
a culture war topic in America,
38:32
I'm like, I don't know what else we could have,
38:36
I don't know what we could have done to avoid it
38:38
because of the environment that we live in.
38:40
Because I think if I knew how to avoid this culture war,
38:44
we would have had a lot of other things
38:46
that are more important to the public.
38:49
I just, I, it's so maddening because I,
38:54
Vicki you put it in the show notes,
38:56
but I do, yeah, looking at,
38:58
looking at all of these awesome,
39:00
cheap, affordable, wonderful cars
39:03
that everyone else is getting is just,
39:06
it is the me both Squidward,
39:07
Watchex, SpongeBob and Patrick just fall outside.
39:11
Like I just, I go like, I'm like, God, just,
39:15
do I want to just go to mainland
39:17
and just rent a car for a week
39:19
and just be like, ah, how the other half lives?
39:23
And it's, it's so interesting.
39:24
Cause like, when I first posted that thing back in 2024,
39:28
people called me all sorts of names.
39:30
Cause like I kind of,
39:31
I kind of came out of out of containment
39:33
for like, you know, the car world.
39:35
And then all of a sudden it was like,
39:36
everybody was like picking up on it.
39:38
Like I remember going to my link,
39:40
LinkedIn and I had people from the U.S. State Department
39:42
looking at my profile.
39:47
Right. I'm like, damn, y'all think I'm like,
39:48
people were so convinced I was being paid
39:50
by the Chinese to say something nice.
39:52
And I'm like, no, your cars are just ass.
39:54
And I don't have to, I don't have to like this.
39:56
So I don't think Americans have to give you money.
40:00
Well, because, and here's the thing, right?
40:01
Cause I remember there was a car company
40:04
that didn't maybe give people money,
40:06
but did definitely work really,
40:08
really hard to get nice things said about them.
40:12
If you remember them, they released that one SUV
40:15
that was absolute ass.
40:17
And they got a lot of like favorable coverage.
40:19
And I remember you saying at the time,
40:21
how is this even like a company?
40:23
This is, this is the worst joke of a vehicle
40:29
And they tried, like they were basically ready to hand you
40:31
just like a fat stack of hundreds.
40:34
And they were like, and if you check the glove box,
40:36
there's some walking or there's some gas money.
40:40
I remember, I remember that, that, that post that,
40:43
that's also like kind of a career changing moment for me.
40:46
Cause I remember I went to, went to Vietnam
40:49
and was like, Hey, this car is a piece of shit.
40:51
You cannot sell this in the United States.
40:52
You're going to be embarrassed.
40:55
They were embarrassed.
41:00
And so that's the thing is when you go to China
41:01
and you're like, these are actually great.
41:02
I know that you're not like.
41:03
Yeah. Cause I'm not, I'm not going to lie.
41:05
I definitely kind of came in with some reservations
41:06
cause it's like a little scary.
41:07
You know, it's a communist country.
41:08
They're not necessarily,
41:10
the government is not friendly to the United States.
41:13
And I'm not going to lie and say,
41:14
I'm not going to lie and say that everything is like
41:15
above board in China.
41:17
But I will say that, you know,
41:20
what they're turning out is really good.
41:24
Like there, it just, it just,
41:25
it just kind of pissed me off.
41:26
Cause like, you know,
41:27
I come back to the United States
41:29
and whenever we do any sort of like EV comparisons
41:32
or like people ask me,
41:33
it's like what kind of EV should I buy?
41:35
And I'm kind of like nothing
41:37
versus like if I, if I lived in China,
41:40
there would be so many choices
41:42
from so many different price points
41:44
that I could put people in, you know?
41:46
If I lived in China,
41:47
I would have a hard time picking up which car I wanted.
41:53
Like off the top of my head,
41:54
I can think of at least 10 different cars in China
41:56
that I would like, you know, give a, give a hard look
41:58
versus here there's like none.
42:02
Well, one, one, one, but it was discontinued.
42:06
And also it was technically Chinese.
42:07
It was a Volvo EX30.
42:12
Which is also like technically the worst car
42:14
on that, on that platform
42:15
because it's a, it's a Gilly platform developed.
42:19
But I've driven all of them on that platform,
42:22
I'm like the other one
42:23
who's like not a Gilly employee
42:24
who has driven them all.
42:26
And I think it's kind of the worst one.
42:28
But worst being a relative term.
42:30
Like I think I still think it's nice.
42:32
Although a lot of like American reviewers didn't like it.
42:35
They just don't like software.
42:37
I mean, also the software is a little fucky, but whatever.
42:40
Are they still bringing that Lotus
42:43
that is that electric Lotus SUV
42:46
that is a Gilly underneath?
42:47
It's been on sale for actually a little while now,
42:55
I don't go to Lotus's website a lot.
42:57
They are not, they are not selling very many,
43:01
but they're trying to make it work.
43:05
Like they just, they just announced
43:07
a hybrid version of it.
43:10
Cause even in China,
43:11
although we're like EV dominance is like really high,
43:14
they still have a like a lot of blind spots
43:16
where there's definitely people in China
43:18
that are not convinced yet.
43:21
Which is why they have like
43:23
so many like long range EV, extended range EVs
43:25
where it's basically like, you know,
43:26
mostly an electric car,
43:28
then they have a little ass gas engine,
43:30
basically like a BMW i3.
43:32
Yeah, or like the Ram Hallmark ornament
43:36
that never came to be.
43:38
And like episode three of this show,
43:40
Jordan shared that she saw a Hallmark ornament
43:43
for the Ram E rev that was,
43:46
it came out and was sold and then discounted
43:49
as the vehicle was discontinued.
43:53
That thing is so funny to me.
43:56
They were sold out of it,
43:57
which leads me to believe them.
43:59
Like, did other irony poison like out of vote?
44:02
And like, who got to these before me?
44:04
Like, I wanted that ornament.
44:08
I think that's also kind of unfortunate
44:10
that car didn't come out,
44:11
but also like noise to Lantz
44:12
is probably a hot ass mess.
44:15
What if it sucked and they were just,
44:17
yeah, that's always my thing where it's just like,
44:19
how many of these like,
44:23
Honda's hybrid offerings are so good.
44:28
That I don't think that they canceled the EVs
44:32
because they weren't coming together well in like dev.
44:38
But there's part of me that's like,
44:39
what if they just weren't coming together?
44:41
I think it wasn't just coming together.
44:47
I went to Japan to look at Honda stuff
44:53
But they flew me out to Japan
44:55
and they had me driving a prototype
44:56
which was like basically a cut up accord
44:58
that they fit underneath, you know,
44:59
the chassis that they had under in development.
45:01
And then they had all this stuff
45:03
that they were supposed to,
45:03
all this like, you know, software stuff
45:05
they were supposed to put into the new cars
45:09
But I could tell it was very much proof of concept
45:13
rather than actually anything working.
45:15
Like a lot of it was like, you know,
45:16
video illustrations.
45:20
Like I told my friend is like,
45:22
this reminds me when I was in design school
45:24
and you know, I had to come up with these futuristic ideas.
45:27
I mean, you don't know how to make that work.
45:32
But that was like the gist for the whole project.
45:34
And then I had a friend who told me some stuff
45:38
about the project there.
45:40
And they're like, yeah, we just got like,
45:42
I knew something was up
45:43
when Honda started bragging about,
45:46
oh, we just now got the glove box to open from the screen.
45:50
And I was like a few weeks ago.
45:52
And I'm like, oh, so they basically were not,
45:56
that thing was not finished.
45:58
Also it was just kind of a dumb ass idea.
46:01
The zero series saloon, the cheese wedge looking sedan.
46:06
I remember going to Japan and I was like,
46:08
hey, this car seems like it's full of a lot of stuff.
46:11
You know, a lot of like, you know,
46:12
sensors and software.
46:15
Do you, you know, there's a real Darth of affordable EV.
46:18
So how much is this thing going to cost?
46:20
And they wouldn't tell me.
46:22
And I was like, do you think it's more like
46:23
Tesla Model 3 or Tesla Model S?
46:26
I was like, well, we envision it closely
46:27
to the Tesla Model S.
46:31
You can't be selling that with the H on it.
46:34
Right. And everyone got, everyone got,
46:35
everyone like the room got dead silent.
46:39
It's also, it reminded me of the time
46:41
when like Honda was trying to get with Nissan.
46:44
And Honda was trying to get that was five minutes.
46:48
Yeah. Well, it was so funny because I was at
46:50
another press conference with that.
46:51
And like Honda was trying to get with Nissan
46:53
and somebody asked and was like,
46:54
so what do you think Nissan is going to bring
46:56
to the table in this deal, in this partnership?
46:58
And one of the Honda top brass was like,
47:00
you know, that's a really good question.
47:01
I've never thought about that.
47:05
But by, which is one of the funniest things
47:10
I was like, and I could tell from that answer,
47:12
I feel like he really did not.
47:15
He was so full of the zeal of finally being
47:18
the one to defeat Nissan once and for all at Honda
47:22
that he's just like, no, we just got to do it.
47:24
And it's like, well, what do we get?
47:26
He's like, oh, fuck, we've got to own
47:28
2020, whatever Nissan.
47:30
That's the net negative for everyone.
47:33
Right. They were like, well, maybe they can do big trucks.
47:35
And I'm like, there was no, no zest or joy
47:38
And then literally three weeks later,
47:41
they're like, actually, we're just not going to,
47:42
we're not going to do this.
47:48
Just, yeah, fuck it.
47:49
No, scrap this one.
47:50
We'll just, we'll jump in.
47:51
We'll try again later.
47:53
Well, I do have good news though
47:55
about the future of the American auto industry.
47:58
I don't believe you.
48:00
Oh, I've got great news.
48:02
Why would you not believe me
48:03
when I come into this cadence
48:05
and say I have good news?
48:08
So Kevin is going to know who this is,
48:11
but Bernie Moreno, who is a senator from Ohio,
48:17
is forwarding legislation in Congress
48:19
next month, reportedly, to ensure,
48:21
quote from Bernie Moreno,
48:23
there's never a scenario
48:25
where a Chinese automobile will enter our market.
48:28
That's hardware, that's software,
48:30
that's partnerships.
48:32
He then went on in the same statements
48:34
to call Chinese cars a cancer.
48:37
That is a direct quote from him.
48:40
And just for everybody else,
48:41
because I could see Kevin getting ready
48:44
to punch the table,
48:46
Bernie Moreno owns, he owned 15 car dealer shorts
48:52
He sold some of them fairly recently
48:54
to finance his blockchain car titling company
49:00
He is currently an active senator.
49:01
He replaced Rob Portman, the one Ohio senator
49:04
that I met with my mom,
49:05
took me to the Republican Party headquarters
49:07
to volunteer as a 14-year-old.
49:13
I went to a baseball game with Rob Portman.
49:24
That was part of my home school curriculum
49:26
was to go make calls.
49:28
For the Republican Party?
49:30
Yes, when I was like 14 years old.
49:33
Imagine being one of the adults
49:35
on the other end of a line
49:36
when you have a squeaky voice for a 14-year-old
49:39
calling you about Republican politics?
49:43
I would have been like, where's your mother?
49:47
Let me speak to her, please.
49:52
No, I think, I read that too,
49:54
and I'm like, you know, that's futile
49:56
because I'm learning behind the scenes
49:58
that we're kind of at the,
49:59
if you can't beat them, then join them stage
50:01
for a lot of like Western automakers.
50:03
So I feel like it's gonna be really soon
50:06
that either, cause I know Ford wants to do
50:09
some basically Julie stuff in Europe.
50:13
There's actually some talk that Leap Motor,
50:15
which is like partnered with Stellantis.
50:18
They might start building in Canada, maybe.
50:24
And then there's like BYD,
50:26
of course, that's the big one
50:27
that maybe they'll build something in Mexico,
50:30
maybe they'll build something here,
50:31
maybe they'll do something in Canada.
50:32
So it's like, you're trying to stop this from happening,
50:35
but it's clear that it's gonna happen.
50:41
Right now, at this point,
50:42
we're probably gonna be the only holdouts
50:45
that doesn't have Chinese cars in here.
50:47
But also, I wouldn't be surprised
50:49
if we end up like weird captive imports,
50:52
sort of like Geostorm rebadge Zuzus.
50:59
You're right, you know what I mean?
51:00
Can you imagine like, you know,
51:03
like a Geostorm-esque, you know,
51:06
rebadge Chinese car on a fucking U.S. American lot.
51:12
Okay, but think about if they did just bring back
51:16
like the amount of like 80s, 90s bullshit nostalgia
51:19
you get for bringing back the Geo name.
51:22
Like they work good cars, but thanks to the,
51:26
thanks to Brad Brownell and the other lovingly saying
51:29
this dipshits at Radwood,
51:32
like we all like the stuff that's bad now.
51:35
Which like, that would be so good.
51:39
I don't know if good is what I could say,
51:41
but sure, I'll take the Chinese EVs.
51:44
Yeah, I don't care what they call them.
51:45
I could say this now
51:47
because it didn't end up happening, obviously.
51:51
BYD was looking at land in Texas like four years ago.
51:57
Wouldn't be surprised.
51:58
Very speculatively, but yeah,
52:00
there was a huge plot that was not that far
52:03
from the awful Tesla Gigafactory in Austin
52:07
that BYD was looking at because the state of Texas was
52:11
for some reason talking with them about it
52:13
when I know who runs Texas.
52:19
We'll see the thing about Texas
52:19
is that they have an oppositional defiant disorder
52:22
and Biden was like, no Chinese EVs.
52:24
And so they were like-
52:24
But also at the same time,
52:27
I feel like a lot of these Republicans,
52:29
they just want money, you know?
52:31
Oh, yeah, yeah, yeah.
52:32
This is what gets me.
52:33
I told somebody, it's like, you know,
52:34
I feel like BYD should just drive a seal to the White House
52:37
and make Trump sit in it.
52:41
And then like, right, and then he'll be like,
52:43
wow, it's so impressive.
52:44
And then two weeks later,
52:45
we have like a BYD store on every corner.
52:48
Yeah, well, remember he went to Japan
52:50
and he came back and he was like,
52:51
we gotta have K cars.
52:53
Right, right, right.
52:55
And I'm like, I'm really surprised
52:56
the Chinese government hasn't done that yet, to be honest.
52:59
We have Bob Donnie in there
53:00
with like another fake newspaper with headlines
53:03
of just like Bob Donnie's like,
53:05
actually, sir, there's a little company
53:07
that I think you'd like a lot called BYD.
53:09
You know, it's called,
53:10
it's short for build your dreams
53:12
and they can build your dream if you'd like, right?
53:15
And it's like a car that will get you to heaven.
53:18
Just a car that will get you to heaven.
53:20
You know who else built dreams?
53:22
You, sir, with your real estate ventures.
53:26
It's just like I should BYD, you're right.
53:27
Right, right, which is like kind of pathetic,
53:30
but also like, you know, very low tech way of getting in here.
53:34
But I feel like it would work.
53:36
But yeah, I'm curious to see what happens with Canada,
53:41
you know, cause you know,
53:42
they're deciding to let in Chinese cars
53:45
basically by like cutting down the 100% tariff to 6%
53:49
but also like, yeah.
53:53
But it's also like based on,
53:55
I think there's like a limit that you can import.
53:59
I think it's up to like,
54:00
I think 30,000 cars a year,
54:02
then I think it goes back up.
54:03
But still, that's like a really big start.
54:05
I mean, yeah, that was,
54:06
the thing is, is like that was similar to like
54:08
what happened in the 80s, Japanese car companies,
54:11
which is how Honda moved over here
54:13
with the Columbus plant.
54:15
And then also it's still,
54:16
like the limit still wasn't enough
54:17
to keep Japanese cars from dog walking American cars
54:20
for all of the 80s, most of the 90s.
54:24
I do just think that we are repeating that.
54:28
to Japanese or even like Korean cars.
54:29
But it feels worse now,
54:32
maybe because of social media
54:33
and how polarized everything is.
54:36
Because I feel like even with like Japanese
54:38
and Korean cars with this kind of animosity,
54:40
I feel like it was never like this.
54:42
Well, because they were still cars
54:44
as we all conceived of them.
54:47
They weren't this like,
54:50
sure, there was definitely like
54:51
the culture wars have always been going.
54:54
That is the Reagan administration.
54:55
It's, it's the Nixon, it's everything.
54:59
But I think with the fact that the thing
55:02
that these Chinese automakers want to bring in
55:05
are cheap EVs that are good.
55:08
It is both, not only are they Chinese,
55:11
they also have the sin of being non-traditional cars.
55:14
Like I'm like, I don't know.
55:15
I think if the Chinese were like
55:17
trying to come in 10 years ago
55:19
with like a Hellcat Challenger company competitor,
55:22
I bet there'd be a bunch of people who's like,
55:24
they got V8s over there too.
55:26
Maybe we got more in common than I thought.
55:28
Like, you know, I just like,
55:34
I think there's a weird story going around that
55:38
BYD is either trying to join F1
55:41
or buy into a team,
55:43
either at like sponsorship or something.
55:46
And I'm like, is that them just,
55:48
like how many more eyes do we need
55:50
to just throw ourselves in front of
55:52
so we start normalizing ourselves internationally?
55:55
Yeah, I think that's partially,
55:57
I also think that's kind of like
55:58
Chinese cultural export things.
55:59
I know Julie has been trying to do some racing car stuff.
56:05
It's the easiest slam dunk in the world,
56:07
just to do the Lotus.
56:10
But I think they're like,
56:10
I think they would rather have them
56:14
They'd rather be Julie, yeah.
56:15
There's, I mean, there's a lot of talent in China.
56:17
Like when I drove the, was it the Neo Firefly?
56:21
Like the guy who was with me,
56:23
like with me to make sure I was like,
56:24
you know, not gonna kill myself in Shanghai.
56:26
He was like, he used to work for Rental Sport.
56:30
Like he was a driver.
56:31
Yeah, he was a driver for Rental Sport.
56:32
And he's like, I just really love this car
56:33
and like how it feels.
56:34
I'm like, huh, so they worked on this?
56:37
You know, I just think of stuff like that.
56:41
It's just like there's a whole lot of new ideas
56:43
and new, you know, ways of thinking
56:46
they're really being given a realm
56:49
to like, you know, really run free to a certain extent
56:51
to really make these really cool things.
56:54
Although I will say,
56:55
things are getting a little less cool in China.
56:57
You know, I don't know if you kind of noticed lately,
57:00
like everything's kind of turned into
57:01
the same crossover blob.
57:05
It's a little samey lately.
57:06
It's like the car civilization theory for like animal life.
57:10
It's just everything after a while
57:11
converges on the form of a crossover.
57:15
I wonder if that's just because of like what,
57:17
if they are trying to export these things worldwide,
57:21
especially to like Europe, Canada, Australia,
57:25
like if all we as the Western car market
57:28
has been making is these different crossover blobs,
57:31
there's part of me that goes like,
57:32
oh, is this what you think you have to sell to people?
57:36
Or is this what you just like want to safely bank on?
57:39
Like if we're doing this like,
57:41
I know expanding overseas for a car company
57:44
is expensive, no matter what, but like.
57:48
I think part of it, I think part of it is that
57:50
I also started to realize that like,
57:52
China doesn't reward creativity in some of those places
57:57
as much as you think you do,
57:58
as much as you think you, they would.
58:01
Like I don't know if you remember Hi-Fi.
58:06
They used to make those really big.
58:07
I wanna know this one though.
58:08
They used to make like really, really cool super car
58:10
or like super car almost level,
58:12
you know, weird shaped things that kind of look like Gundams.
58:16
That's what Patrick George told me.
58:17
They kind of look like a Gundam,
58:19
but they were like super cool and like really efficient
58:22
and the company ran out of money
58:24
and the basically like the whole operation face planted
58:28
partially because the cars,
58:29
even though they were expensive, they were just too weird.
58:34
I even think of Zeekr, like the Zeekr X,
58:38
which is like basically a really a cousin
58:42
Kind of a weird looking car.
58:44
It's like a small crossover.
58:46
It's got a lot of shit in it.
58:47
Like the screen moves, the other stuff like the,
58:53
it's just like full of stuff in it.
58:55
And it's just absolute sales plop.
58:59
Same with the Zeekr mix,
59:00
which I actually written about that.
59:02
It's the one that has the all four doors open
59:05
and you can walk through it.
59:06
It looks like a, yeah.
59:09
The one where the seats turn around and-
59:12
Yeah, the conversation pit card.
59:14
Yeah, flop, absolute flop.
59:17
Yeah, unfortunately, even in China,
59:19
people like, even when I was driving in China,
59:21
people were like asking me questions like,
59:24
And it was like curiosity,
59:25
but like I would never buy that, but that is cool.
59:29
Have we ever actually been,
59:31
and I, one of my friends in high school,
59:35
he had a midi van that all the middle row
59:39
could turn to face the back row.
59:42
It's not pleasant at speed.
59:49
My Toyota Hi-Ace did that
59:50
and I permanently left those seats in that configuration.
59:53
Everybody was riding in the conversation pit.
59:55
But you were driving it.
59:56
You were facing the correct way.
59:58
I went in the back occasionally.
00:00
To be fair, you can't drive the Zeekr mix
00:02
with the seats turned around.
00:05
Well, because it was made for a very specific Chinese audience
00:09
because like, basically I was told during COVID,
00:13
people couldn't go anywhere inside.
00:16
So people, that's part of the reason
00:18
why I guess SUV started taking off
00:20
is because people were,
00:22
well, now we can't go anywhere.
00:25
So cars became like a weird third space for people.
00:30
So Zeekr was kind of like trying to cater to that.
00:33
It was like, what if we made a car
00:35
that's a third space entirely?
00:39
So it's kind of like a parallel phenomenon
00:41
to like overlanding in the States.
00:44
Sort of like that blowing up during COVID was very much like,
00:46
hey, oh, we got to get out.
00:47
We got to go do something.
00:49
That kind of makes sense, actually.
00:50
Yeah, I've got, what is our road of cars?
00:54
Yeah, see that's what I think about.
00:57
Like, I think about like how these Chinese manufacturers
01:00
are really trying to meet a need for the market.
01:02
They're like really thinking about
01:04
how Chinese people use these cars
01:06
and what they like about them.
01:08
And they're trying to meet those needs.
01:09
And I just feel like people in the West
01:11
have stopped asking those questions.
01:14
Yeah, I mean, I do really want to know though.
01:16
Like, do you know what off-roading in China is?
01:19
I don't know, I know it's becoming kind of a thing though.
01:24
Like I know there's like a whole,
01:26
like I think Cherry, they have Jet Tour
01:29
and a few other things that can go off-road.
01:33
Oh, iCar is also really good,
01:35
really good brand by Cherry.
01:36
The iCar V23 is one of my favorite things to look at.
01:41
It's inspired of the Chinese military jeep.
01:47
Holy hell, this is cool.
01:49
Is it Vicky as hell?
01:51
I bet it's Vicky as hell.
01:51
It's so cute, I told, I was like,
01:55
damn, if they were to bring this here,
01:58
they would print money.
02:00
Like, I don't even like,
02:01
I don't even like off-roaders like that.
02:03
Like, I hate off-roading, but like, I would buy that.
02:09
It's like, it's like a very,
02:11
it's like a cross between a Jeep Wrangler,
02:13
a Land Rover Defender and like a Suzuki Jimny,
02:16
but cuter than all of them at the same time.
02:19
Yeah, yeah, but it's awesome.
02:21
They're also, they're also dirt cheap.
02:25
Yeah, I will say just kind of rule of thumb,
02:27
you just should probably like double any price.
02:30
Like, I think it's like roughly like 16 grand,
02:32
but like still like what, $32,000?
02:34
That's still a pretty good deal.
02:37
Oh man, all right, well,
02:38
I'll put a picture of this in the show notes,
02:40
but yeah, if you're going to rotate this in your mind,
02:42
just imagine something Vicky as hell.
02:50
Yeah, I, and then we get, we get shit
02:53
like the In-Yours Grenadier, like the.
02:56
Yeah, a car made by literally an oil company.
03:01
And a maniac and it's all sorts of, that's, that's what we get.
03:06
That's our fun new car company is old regurgitated slot.
03:12
We could do an entire special episode on the Grenadier,
03:16
The In-Yours guy will have me killed for the things
03:18
I want to say about the terrible In-Yours fans.
03:23
On the topic of car money,
03:24
if you're cool with me, bring up one last thing, Kevin.
03:27
One of the other things that you talk about
03:29
a decent amount in your reporting that I really respect,
03:32
because it's something that I think the industry
03:34
generally does not like to discuss,
03:37
is that money is real and it can hurt you.
03:42
Audit journalists kind of like,
03:44
you get a, when you work as an auto journalist,
03:45
you just get like an endless like parade
03:48
of free car after free car.
03:50
And they come, you publish what they cost.
03:53
You talk about like where it slots into its market,
03:56
but like, you are not paying anything
03:59
And I think people kind of forget that money is real
04:02
and it is increasingly becoming impossible to buy a car.
04:08
And you mentioned this quite a bit.
04:09
You know, you've actually talked about this a lot.
04:11
One of the things that you did at car bibles that I loved
04:13
was you actually like bought,
04:15
and you think you still do this,
04:16
I just don't think you write about it,
04:17
but you bought old cars and you would flip them
04:19
after you would do repairs yourself.
04:21
Like you were very much like a shade tree mechanic
04:24
but like in the same vein, right?
04:27
And so I know that you understand really well
04:30
like, you know, the need to have like an affordable vehicle
04:34
on like a very personal sort of felt sense.
04:38
And so I, we got some new data this week from Edmunds,
04:44
which the average new car monthly payment is $773.
04:52
And I feel like we should just sit with that number
04:57
You know, I'm unsurprised.
04:59
Yeah, but like, holy shit.
05:02
Yeah, I don't, I think about this, you know,
05:06
all of my friends, I make the least out of them.
05:09
And I feel like, you know, even for Ohio,
05:11
I feel like we're kind of,
05:12
I don't want to say well to do,
05:14
but we're definitely above, you know,
05:16
the median income here in Columbus, Ohio.
05:20
You know, I have friends who make six figures
05:22
and none of them can afford new cars.
05:26
Yeah, we've talked about this a bunch
05:27
because it's like, I know, I mean,
05:29
I definitely am on the lower end
05:30
of income for people I know.
05:32
And I know a lot of people who work in like the tech industry
05:35
and I would think that they would be out there
05:37
buying new stuff and they're not,
05:39
almost like, I know a couple of people who have bought
05:42
like brand new supercars because they have done,
05:45
they had like IPOs years ago
05:47
and they don't worry about money.
05:48
It's not a real number.
05:49
And so that's just like that's,
05:50
and like that's an entirely different market.
05:53
And then I know, I think I know like two people
05:55
who have bought like new cars
05:57
and everybody else is like either lightly used
05:59
or leases or like they're still deal hunting.
06:02
And it's like, you know,
06:04
I guess if it's $773 a month for a car,
06:08
that makes sense to me.
06:11
What's my first apartment cost?
06:14
Like I remember paying $770 a month for,
06:17
or $715 a month actually in Columbus, Ohio
06:19
for my first place.
06:22
I think that also that study said that there's,
06:25
I think 20% of all car buyers
06:26
are having paying more than a grand a month.
06:32
And it gets to me because like,
06:33
you know, these new cars are so shitty.
06:35
You know, they're not in that last of a life alone.
06:39
That's the other thing.
06:41
Like the amount of like,
06:42
I've seen like new escalades and shit
06:44
just like throw rods for no reason.
06:47
Like have a whole ass hole in the fucking motor.
06:49
I'm like, what am I,
06:50
what are you supposed to do with that?
06:52
We've taken a step back on reliability.
06:55
Well, I feel like have,
06:59
not even just outpaced like the cost of living
07:01
but like just sprinted past it
07:04
because with the culture we live in
07:07
and how where most people live in the US,
07:10
like it does feel like the attitude is like,
07:13
what are you gonna do?
07:15
Like fucking like it.
07:18
You're gonna pay it.
07:18
$5,000 a month motherfucker
07:20
because you want a car that works
07:23
and even then, good luck.
07:27
They're really able to sell you a Dodge product
07:30
that is a badge engineer,
07:33
Like I don't, it's all shit.
07:38
Just further data that Edmunds compiled
07:40
is that the average loan,
07:42
so not the sale price,
07:44
the average loan amount currently for a new car
07:50
That's what you're financing.
07:53
The average down payment is also just $6,206.
07:59
As the average car does,
08:00
if you're doing the math in your head,
08:01
yeah, the average car is like 50 grand
08:05
and that's what's kind of insane
08:06
if you're like an auto journalist, right?
08:07
And this always drove me that shit insane
08:10
when I was actually working in the field
08:12
is I would get like,
08:13
I remember the one that drove,
08:14
that killed me was I had an explorer
08:17
and it was like an explorer limited.
08:19
The one that looks like a cop,
08:21
well, they all look like cop cars,
08:22
but it seemed like it looked even more like a cop car.
08:26
And it was like $52,000.
08:29
And I was like, this is a Ford Explorer
08:33
this is what my parents' first house cost.
08:36
And it's like, oh, that's an average car now.
08:38
Whoops, I guess it makes sense then.
08:40
Yep, that sounds like when I had the Dodge.
08:43
So we're picking on this damn car.
08:44
I had the Dodge Hornet R2.
08:46
I had the Dodge Hornet R2.
08:48
At first, like for the first five minutes,
08:49
I was like, oh, this is probably not that bad.
08:51
Like I didn't mind driving it
08:51
for like the first hour I had it.
08:53
I mean, this is like a good $30,000 car.
08:55
And I pulled out the window sticker and it says 52.
08:58
And I was like, what the fuck?
09:00
I was, my parents bought,
09:06
which they called it their last new car,
09:08
which I said good luck
09:09
because as much as it is still a Honda,
09:12
it is a Honda Civic hybrid.
09:16
See, it would even like a,
09:18
like Bear Bones Civic Starts at right now.
09:23
Like the Civic starts north of 30 now.
09:26
With, with like destiny.
09:28
With destination V and Tarix.
09:30
Yeah, it'll take you there.
09:33
Like the things you can't negotiate your way out of,
09:37
like someone was like, why do you like,
09:40
why are you so in the tank
09:42
whenever any of your friends are like trying
09:43
to buy something new that you go Mazda.
09:45
I'm like, cause it's the only car company
09:47
that has numbers that I still feel like
09:49
I can understand for it, for like a hatchback.
09:53
You know what I mean?
09:54
Like I just, I'm like, Mazda feels like
09:58
they are tethered to reality still
10:00
in a way that a lot of these other, like,
10:03
yeah, I, God, I was the last reasonable thing
10:08
Can I make it worse while you're thinking?
10:14
I just, like every single line of this gets worse.
10:18
84 months or longer loans are now 22.9%
10:23
of new car loan terms.
10:26
But that's the only way you can afford it.
10:28
That's the only way you can afford it.
10:29
84 months is enough Twilves
10:30
that I had to think about how many years that was.
10:33
Yeah, that's seven years.
10:34
I just did the quick math.
10:38
That's the only way people can afford it though,
10:39
which is so fucked.
10:41
Yeah, well the thing is, like, you know,
10:43
you might say, well, they must be getting them
10:44
at good rates, to which I would say
10:46
the average new car APR is 6.9%,
10:50
which isn't historically terrible.
10:52
Like, if you look at, like,
10:52
car loan APRs over the years, you know,
10:55
in the 80s there are people who are paying
10:57
like 13 or 14%, but they were also paying that
10:59
for like three years.
11:01
Seven years at 7% is insane.
11:06
If you buy a used car, average APR is 10.8%
11:12
with an average length of 70 months
11:16
and $550 a month payments.
11:23
When did we normalize finance used cars?
11:26
Well, COVID, COVID.
11:29
I was just like, like CarMax,
11:32
sure CarMax would have given you a loan.
11:34
Like, but like, I was always under the impression
11:38
that my, you know, what my parents taught me was like,
11:40
well, if you just want to pay for a thing in cash,
11:42
you should buy used and then it'll be like,
11:44
you know, a nice used car is $10,000.
11:47
And now it's just like, no, no, no, no, no, no.
11:49
A thing that has been underwater in Houston is $10,000.
11:57
Again, I'm a big fan of Honda Fit thought.
12:01
And the Honda Fits do not depreciate.
12:05
A 2020 Honda Fit is the same cost now
12:08
as it was in 2020 with 15,000 miles a year put on the odometer
12:12
and it will stay like that for the rest
12:14
of America's existence.
12:17
I really want the way that people talk
12:20
and bring a trailer comments about like,
12:22
well, if you bought this Ferrari at this point
12:24
but it's just be doing that math of hot,
12:26
like you could drive that Ferrari for free.
12:28
It's like, well, I can,
12:29
I drove a Honda Fit for free.
12:31
They're here in cereal, like, what can I say?
12:35
And then of course, the part of this
12:38
that is like directly relevant to Kevin's line of work,
12:41
which is that EV is average $55,300 new,
12:45
which is historically cheap for them
12:48
for the Delta between like a gas car
12:50
and an equivalent EV car.
12:53
And yet despite this, there are 130 days of supply
12:57
sitting on dealer lots right now.
12:59
And if you're not familiar with like days of supply
13:01
as an industry term, it's just like,
13:04
how if they were, if they stopped making EVs right now
13:07
and you had to just sell through your inventory
13:09
at current rates, how long would it take
13:10
for dealer lots to run dry, basically?
13:18
So it's, what was the pre-COVID supply chain?
13:24
It was usually you had like,
13:25
it was like, oh, you mean like 30 days?
13:29
Yeah, it was like 30 days.
13:32
Yeah, it was crazy.
13:33
That's why people went still all in on EVs
13:37
because it's not the only thing that people would get
13:39
which, you know, duped a lot of manufacturers into being like,
13:43
oh, people want these like this.
13:46
Also, we still have the tax credit.
13:48
I assume that number from Edmonds
13:51
is not taking the dead tax credit into the tax credit.
13:56
That's where it's gone.
13:56
Yeah, the tax credit is gone.
13:58
EV sales have halved since then.
14:02
Well, yeah, and this was my point
14:04
like a couple episodes ago when we were talking about this.
14:06
It's like, I think also a lot of manufacturers
14:09
got really used to in the States
14:11
leading on that tax credit
14:14
to make their MSRP math actually palatable
14:18
because like none of these people,
14:20
like I feel like a lot of people went way expensive
14:22
for their first round of EVs
14:24
because they're like, well, the tax credit means that
14:26
like no one's really paying that number.
14:28
Right now it's just like, when people are like,
14:30
you want me to pay for how much fucking money
14:32
for the Fiat 500 electric?
14:34
Like, just like, get out of my house, like.
14:37
Yeah, I feel, I almost feel bad for the Fiat 500 E though.
14:44
It should be great.
14:45
It's like, I don't think it's a bad car.
14:46
I think it's just an old car, you know.
14:49
Like it clearly was like introduced in Europe in like 2019.
14:56
You know which one I feel kind of bad for.
14:59
And I know that this is like, I probably don't need to,
15:02
but I kind of feel bad about the ID buzz.
15:05
Because every time I see one, I really think
15:07
that they're fun and cheery.
15:09
They're probably atrocious.
15:10
I have a driven one.
15:11
They're okay to drive, but I think I told somebody
15:15
who's like, you know, it's definitely a European
15:17
commercial band with like retro styling.
15:22
It's a panel band with a happy face.
15:24
It really is though, because like it misses a lot
15:26
of things that like regular minivans can do.
15:29
Like it's actually, it's kind of not that nice.
15:32
The seats don't fold flat because like,
15:33
where you're going to put them,
15:34
there's a big ass battery under the floor.
15:38
There's also no cup holders for the second row.
15:43
How did they do that?
15:45
I cannot say that we need to live out of our cars,
15:48
but this is America.
15:49
That's what we do here.
15:52
Deprive your children of their water.
15:54
I guess what happened is that they were supposed
15:58
to have the airline style trays that they have in Europe
16:01
because you know, VW likes doing that shit.
16:03
And then they pulled them at the 11th hour
16:05
because I guess they wouldn't pass on dots back.
16:09
I do know that they won't.
16:11
So the whole van has like four cup holders
16:13
and you have to like get some clip one once
16:16
It's so fucking stupid.
16:17
It's just like, why, who thought of this?
16:21
If we're just naming EVs that we wish had worked in the US,
16:25
I really wanted the electric mini to do well
16:28
because wasn't that such a good, like,
16:30
if they were going to stop making a cute I3,
16:33
like just make a good electric mini.
16:37
Make a good city car.
16:38
Make a good city car.
16:40
I've heard the new body mini and the Aceman
16:44
that they sell overseas is actually really solid,
16:47
but also like that's technically Chinese.
16:51
I just won't forget it.
16:52
Like it's made in part by on Great Walmoters.
16:56
Oh, the cycle of BMW and Mini getting very bad
17:01
at those Chinese companies for basically selling knock-off
17:04
minis to now the mini itself is a Chinese car.
17:07
Like even the Renault Twingo,
17:10
the new Renault Twingo resurrection,
17:12
I think that's also Chinese.
17:14
It's made in part with Geely.
17:18
This is a Renault Twingo podcast.
17:22
I want the new Renault 5 to do well.
17:24
It seems like it's selling well.
17:27
I think they've already sold like 100,000 of them.
17:29
So that's like, you know, good for them.
17:30
I'd say out of all like, all like Western brands,
17:33
I think Renault is like the one Western brand
17:35
I think is really doing it right when it comes to EVs.
17:38
From what I can see,
17:39
they're like really,
17:40
they're really leaning into their strengths here.
17:43
You know, like I've heard the software
17:45
still sucks in those cars,
17:47
but like I've heard they're really nice to drive
17:49
and they're fun to look at, you know?
17:52
They are really cute.
17:53
I mean, also just like, I am a huge French car apologist,
17:58
so I will 100% support you saying the French cars are good.
18:03
Did you see any of those?
18:04
Well, you were over there?
18:07
I did not get a chance to get a picture of it
18:08
because it was pouring rain
18:09
because I was walking to the Eiffel Tower
18:11
and like the sky opened unexpectedly.
18:15
I stopped at a cafe to have, actually, okay.
18:19
So last episode, I just got back from my European trip.
18:22
I had never really traveled overseas before.
18:24
I went to Glasgow last year, but it was just briefly.
18:27
And then this year, like I actually did like a little,
18:29
like you know, baby's first Europe trip kind of thing.
18:33
And I kind of got culture shock coming back
18:37
because like transit works better over there.
18:40
There's a lot of aspects of like the streets
18:41
are a lot more walkable,
18:42
the cities feel a lot more vibrant.
18:44
There's not as much like people.
18:47
You can just kind of go hang out.
18:48
There's not like the same kind of like anti-loitering
18:50
sort of shit that we have in the US.
18:52
There's like things stay open later.
18:54
There's just like, it felt,
18:56
there was a lot of stuff that I just deeply enjoyed
18:58
as like some, just like living and as, you know,
19:00
being in one of the cities there
19:01
in kind of like the middle of everything
19:03
felt like much more lively
19:04
than a lot of American cities I've been in.
19:07
And then I flew back and I got into Philadelphia
19:09
and they had ice everywhere
19:11
and TSA didn't work and I missed my flight
19:13
because our society is crumbling.
19:15
And I was like, damn it.
19:16
So I'm, what I'm curious about is do you,
19:20
do you get a similar, like obviously, you know,
19:22
last episode I had a full disclaimer about like,
19:24
I'm aware Europe is not a magical wonderland.
19:26
There's a lot of, there's a lot of shit wrong there.
19:28
And I think that for the most part
19:30
I'm pretty aware of stuff like that in China.
19:32
But do you get the same kind of like gut instinct
19:34
when you come back from like a trip to China
19:37
where you're like, damn, I miss being able to get
19:39
a bullet train and be in another city in three hours.
19:45
Like for me, it was like the cost of food.
19:47
You know, I get back home.
19:48
You know, I'm not used to like paying,
19:51
it was so nice paying like, you know,
19:53
$2 for a big-ass bowl of noodles.
19:56
Or even once again, like, you know,
19:57
going back to the EV stuff, you know,
20:00
electric vehicle life in so much of China
20:03
is like so ubiquitous, you know.
20:06
There are charging stations everywhere,
20:09
most of the cars on the roads, or not most,
20:11
I'd say like a solid half,
20:13
especially in like the big cities,
20:14
our green-plated, you know, new energy vehicles,
20:18
which means they're P-Hev or EV.
20:21
And it just seems like, you know,
20:22
people are making this thing work
20:24
and nobody's really complaining.
20:26
You know, versus here, every time I talk about an EV,
20:29
everyone's like, oh, what happens if we're not in charge?
20:31
Like the cars are not rechargeable, you know.
20:34
What happens if you're right out of gas?
20:35
Like, I always just, I'm like,
20:37
I don't know, fuck, plug it in.
20:45
Like you gotta go through the entire battery pack
20:46
and pop in new double A's.
20:48
Right, right, right, right.
20:51
But I just think about stuff like that
20:53
and like, you know, how we could make things
20:56
like that happen here, but we don't.
20:58
And that's the frustrating part.
21:01
Yeah, that was very much my feeling
21:02
kind of when I came back from Europe is like,
21:04
you know, obviously like politically,
21:05
things are still a mess,
21:07
but at least from like an infrastructure
21:08
and sort of like built environment level,
21:11
there are things that work perfectly fine
21:14
that I've been told for my whole life are impossible,
21:15
like denser housing or like subway lines
21:19
that are like bored a little bit deeper
21:21
or, you know, heavy rail in a city.
21:23
Like there's all these things that are just like
21:25
very low hanging fruit from like a political perspective
21:27
that we could embrace if we just had not
21:30
told ourselves it was impossible.
21:32
And I figured it's gotta be similar there
21:33
with that kind of stuff.
21:34
Obviously like everything else is, you know,
21:35
I know socially, I know enough like trans girls
21:38
in China to know that it's not like, you know.
21:41
That's my constant prayer on this show is Chairman Xi,
21:44
please get cool about trans women real fast.
21:49
I can't move there because once again,
21:51
I got suggested a raft of videos
21:53
from that Australian guy who I think lives
21:57
in Hong Kong now who just reviews Chinese cigarettes.
22:02
And I don't think he's ever once said
22:05
that the cigarette was bad,
22:06
but the amount of flavors they have,
22:09
That's funny, that's actually one of my biggest gifts
22:13
when I go, cause I don't smoke.
22:15
But when I come, every time I go to Asia,
22:16
I always like bring my smoker's friend,
22:18
my smoker friend's like a carton,
22:21
because it's so cheap there,
22:22
like you can get a whole carton at duty free
22:30
Just get cool about trans girls
22:32
and I will be on the first flight.
22:34
We have a bunch of modesty tech.
22:38
I'll ride at a co-back.
22:42
They seem like they're planes.
22:44
You're right, right.
22:47
I just, I, it's, yeah, that was the food.
22:52
Food being like good and cheap was,
22:54
I haven't been to China,
22:55
but for whatever reason,
22:58
before I went to Japan in 2019,
23:00
a bunch of people are like,
23:01
well, make sure you have like enough budgeted
23:02
for food and not just everything else.
23:05
And then I undershot my food budget by like 50%.
23:08
I was just like, I don't,
23:09
where were you all eating?
23:10
Like I, like, I don't know.
23:12
I was just kind of eating really excellent food
23:15
and paying like US three dollars.
23:18
Some people go to Asia
23:19
and they want to eat Western food,
23:21
which is so weird to me.
23:25
It's actually funny
23:25
because sometimes the car brands that'll fly me out
23:27
is like, would you like Western food?
23:30
I didn't fly all that way for that.
23:34
It's like, I came from the Western food place.
23:36
Like, why would I do that?
23:37
Like I'm going to be home in a few days.
23:38
Like please, please skin meat,
23:40
like actual Chinese food.
23:41
And it's always great.
23:42
I, I did try barbecue,
23:45
like American style barbecue in Japan.
23:49
But that was because at a bar the previous night,
23:52
when I told them that I was visiting from Texas,
23:55
a bunch of people all were just like,
23:58
bunch of drunk salary men were just being like,
24:02
the love that Germans and the Japanese have
24:05
for Texas always blew me away
24:07
when I was traveling for like press trips or whatever.
24:11
With a bunch of these salary men were like,
24:14
we have, it is real Texas barbecue.
24:16
And I'm like, I will trust you
24:18
because one, I have gotten very drunk with you men.
24:22
So I will do whatever at this point that you suggest
24:25
because like, do you want to go to karaoke?
24:27
Do you want to do it right now?
24:30
But yeah, other than that, I was just like,
24:32
a bunch of my friends when they go overseas,
24:34
they're like, I want to try the American fast food there.
24:37
And I'm like, that is maybe for the airport.
24:40
You know what's crazy, I do have one exception though.
24:43
When I go to China, I always get KFC
24:46
because China's KFC is elite.
24:49
And it's so funny, I was talking to,
24:50
I think somebody who worked at Geely
24:52
is like, yeah, I went to the US to try KFC there.
24:57
And I'm like, yeah, that's kind of like
24:59
an allegory for the US car industry.
25:04
I said, I said last episode, I was just like,
25:07
we split the world into two after the Second World War
25:11
and it was America, but better or America,
25:14
but slightly shame.
25:16
I remember I was going on a high speed train
25:19
to look at a car factory for Neo
25:21
and we stopped somewhere and kind of like rule is China.
25:24
And I was like, damn, this feels like West Virginia.
25:27
And I'm like, these guys are eating KFC
25:30
and driving Buick mini vans and with Starbucks.
25:33
I'm like, this is Ohio.
25:41
Was this the trip where you posted
25:42
a bunch of pictures of the U-bodies?
25:44
Yeah, because I wrote in a couple.
25:46
I wrote in a couple like, yeah, Buick vans
25:48
is they're super popular there still.
25:50
Which is so funny to me
25:51
because that was like the car I got my driver's permit in.
25:55
It was a Chevrolet, it wasn't a Buick,
25:56
but it was the U-Body mini van.
25:58
Yeah, I think that's also the trip.
26:00
Maybe it was a different trip
26:01
where they had the drift U-Body that some guy had made.
26:06
Yeah, they had a long, low-based U-Body
26:07
that they put a 2JZN.
26:14
Inventing new levels of dude rockin'.
26:17
The American State Department will never convince me
26:20
that these people are my enemy.
26:22
Literally, because like I was literally,
26:23
it also kind of put me at ease as I'm like,
26:24
oh my God, what's this country like?
26:26
And I'm like, is that a 2JZN and a fuckin' transport?
26:31
Just immediately, just, I, we,
26:35
we are one people and we didn't even have
26:38
to drop the Chinese characteristics.
26:42
We are one people in this world
26:44
who all love throwing a 2J in something
26:48
a 2JZ should not be in.
26:51
Oh, well, I wanna ask you, Kevin.
26:57
Is there anything that we didn't discuss
26:59
that you would like to talk about?
27:02
I think, watch this space.
27:05
I got some big things coming.
27:06
I'll be, hopefully I'll be in China again.
27:09
Gonna be there probably for anywhere from a week or so,
27:14
I'll be there for the Beijing Auto Show, I think.
27:18
And then I'm gonna drive some cool cars.
27:21
Sweet, have you been to the Beijing Auto Show before?
27:24
Yeah, that was actually the first time,
27:25
the first piece that we referenced.
27:27
That was when I went to Beijing.
27:28
Right, right, right.
27:29
Yeah, I just, the Beijing Auto Show
27:32
is kind of one of the big auto shows
27:35
that like has survived and like thrived
27:39
over the last couple of years.
27:40
Did you feel like it is taking more
27:42
of an international presence in that way?
27:45
Yes, I think both Beijing and Shanghai,
27:48
it's because like, you know, the sheer market,
27:49
China's car market is almost as big
27:52
as the United States now.
27:54
Maybe it's surpassed, I can't think it off the top of my head.
27:56
But because of just that sheer momentum,
27:59
China is going to be a taste maker and trendsetter.
28:03
So, you know, what happens in China
28:05
will eventually happen around the world, you know?
28:09
In some form or fashion.
28:11
Let me get the little cowboy hat of old con guys,
28:16
I wish we had more stuff like that.
28:18
I wish Neo came to the United States.
28:20
I know they still have a San Francisco office.
28:22
They're the guys who do the battery swapping,
28:25
which I think is actually really, really bad.
28:27
The battery swapping, but real?
28:30
Yeah, I think they've done like, I think 90, 100,
28:31
I think they just crossed 100 million swaps
28:37
I thought you were about to say 100,000.
28:40
That's really good.
28:41
Yeah, cause like, they use that as an alternative
28:44
to charging, especially in China.
28:45
And also if you do the battery,
28:46
if you opt into the battery swap program,
28:50
you basically get a huge discount on the car.
28:54
Like almost 10 grand or sometimes more than 10 grand.
28:58
Is it because you don't technically own the battery?
29:03
I'm okay with, you know, I'm okay with that.
29:06
Cause like, you know, I asked was like, well,
29:07
how do you guys, they basically said they,
29:09
they assure that every battery is going to be
29:11
in good health, whatever that means.
29:13
And you'll always get one that's like charged up to 93%.
29:17
And then like as, as the batteries age or wear out,
29:19
if there's a mechanical problem with them,
29:21
they take them out of circulation.
29:23
Well, and like that's such a, that's such a good fit
29:26
for like what we've been doing in the States
29:27
with like recycling batteries,
29:29
where basically like at the end of the life,
29:31
you use them as storage because you,
29:32
they don't, they don't like heat cycle great.
29:35
And they're not like maybe at their top performance,
29:36
but they still store power decently well.
29:39
And so then you don't have to worry about like,
29:41
oh, we have this whole car around it.
29:43
We have to throw away.
29:44
You just have to worry about like,
29:46
that's such a great way to like reduce waste from like,
29:50
which is like, you know, a potential downside of EVs.
29:53
It's like the battery fully integrated into the frame.
29:55
And also, I think the, I think the batteries themselves
29:57
are also like slow charged.
29:59
They basically, they were a little funny about it.
30:01
Cause it's like, it's almost proprietary,
30:03
it's a proprietary system.
30:03
Cause it's basically like a logistics, you know,
30:06
But like they basically say, oh yeah, we,
30:08
we can tailor the needs of charging for the batteries
30:11
when they're out of the car based on local demand.
30:15
So it's like, I get the gist of like,
30:17
these batteries aren't fast charged when they come out,
30:21
And then also like you can upgrade sizes.
30:23
Like, like for example,
30:24
if you bought the smaller battery,
30:26
like I only need one for the city.
30:28
But if you wanted to go on a longer trip,
30:29
they have like a lease only, you know,
30:32
big battery that you can rent for longer trips,
30:35
which is nifty, you know?
30:37
Yeah, it's extremely cool.
30:40
That also like solves a lot of like people's range anxiety.
30:42
I feel like really rapidly,
30:44
cause you not only can you get a bigger battery,
30:45
but also you can have it swapped
30:46
in probably like what, 10 minutes?
30:52
I literally, I timed it was three, it was three.
30:54
Okay, well, I'm going to return.
30:55
I'm just going to title this episode,
30:59
Squidward watching SpongeBob and Patrick
31:02
out of the bedroom window.
31:04
I mean, when they, when they had me do the
31:06
five battery stuff, cause I've done it a couple of times.
31:07
I was like, wow, that was so,
31:10
I just felt stupid, you know?
31:12
I was like, we're, like we're so far behind.
31:15
I was like, cause you know,
31:16
cause I really thought like, oh, they're lying.
31:17
Like it's not the big of a deal
31:18
or it's going to be like, you know,
31:19
there's like kayfabe or what like, you know,
31:22
fake, fake show that they're going to show us.
31:25
And like, no, they actually do that.
31:29
It's in like what Tesla showed off the,
31:32
the Jiffy loop that was a fake battery swap
31:34
like 10 years ago and then nothing ever happened.
31:37
Like we're just, it's all,
31:41
being an American who knows anything
31:43
about what happens in other countries
31:45
does feel like we're being punked constantly.
31:48
Where it's just like, are we big?
31:49
Are we Truman showed for the rest of the world
31:51
but we have a gun for something like,
31:54
like we've got a big gun pointed at everyone else.
31:57
But yet we're getting shadowed on the wall.
31:59
Like we're getting played okay the entire time.
32:03
Saying like, no, no, no, no, those things are real.
32:04
No, no, no, no, no, no.
32:07
Oh, well, I will say, I look forward,
32:10
I don't use Instagram, but I do look forward
32:13
to Kevin sending me videos from China
32:15
because he just texted them to me
32:17
and I always love seeing those.
32:18
I'm sure you post a lot of those in your Instagram
32:20
so I'll post that so you can keep up
32:22
with him when he's in Beijing.
32:25
And you still on TikTok?
32:26
You still doing that?
32:27
Every now and again, I'm still there.
32:31
Yeah, I'm still there.
32:32
I'm GaytonaUSA everywhere.
32:34
Yeah, which is an all-time username.
32:37
Yeah, sometimes I wish I had picked a more professional one
32:40
but you know what, I can't, it's whatever.
32:44
It's gonna get you so far.
32:46
Like I'm gonna be honest,
32:47
I think 60% of the goodwill of our show
32:50
is just having a good name.
32:52
Like it'll, the right people will find you
32:56
with the right name.
32:58
Also, I do think that like you having GaytonaUSA,
33:01
that's being trend girlies,
33:02
but if we ever get to do like the queer top gear
33:07
we've all always wanted,
33:09
you should be third host for it.
33:12
We can go drive cars around in China.
33:15
I'd love that a lot.
33:16
Undo the damage that Clarkson and Faye did years ago
33:21
for the Chinese market.
33:22
Supposedly I guess they went back for Grand Tour
33:25
but I don't know and I don't care.
33:29
They seem like, I think they ate crow.
33:31
I think so actually.
33:33
Yeah, I think they got so good so fast.
33:35
But nobody was watching at that point,
33:37
so it didn't matter.
33:38
Yeah, I can't watch car media anymore.
33:42
Everyone gets in my nerves.
33:45
The only person who doesn't at this point is catch pull
33:50
and he is the only guy I can like stand
33:53
to watch million dollar things
33:55
because he's tall, British, lanky and handsome
33:59
and I unfortunately have one type of man I'm into
34:02
because I have brain problems
34:04
and watch Doctor Who at an impressionable age
34:07
when David Tennant was the doctor.
34:09
So, like this forever.
34:14
Yeah, but you can also,
34:16
Kevin's obviously always writing for inside EVs
34:19
and I highly recommend his stories because they are,
34:21
again, genuinely, he is, I think at this point
34:25
just my favorite working autojournalist
34:27
and I say journalist with like, you know, the big J on it
34:30
because I worked as an autojournalist
34:32
and like occasionally I would do a story
34:34
that was like kind of real
34:35
but a lot of it was like I was a writer.
34:37
I did like a lot of personal narratives or whatever.
34:39
Those are obviously, you know,
34:41
that was my strong suit or whatever
34:42
but Kevin actually does like real reporting.
34:45
He doesn't do good personal narratives too
34:46
but like when I think of his stuff
34:47
he does like actual reporting
34:49
where he goes places, critically reviews things,
34:52
knows an absolute fuck ton.
34:54
So I really recommend his coverage.
34:55
So please go read him on inside of these
34:59
and then also, you know,
35:00
and watch him in the future on the,
35:02
the trend girlies motop gear China special.
35:07
Kevin, is there anything that you want to plug
35:10
that we have missed plug in here?
35:12
No, I don't think so right now.
35:15
Well, I think this is an episode.
35:21
Victoria, we have a thing to plug actually.
35:26
Well, I was going to put it in the advertisement.
35:29
I was going to talk about the shirts now,
35:31
but yeah. That's fair.
35:32
We probably should mention the shirts.
35:34
You can get a trend girlies moti shirt.
35:35
They're up, they're pre-order until March 20th
35:39
I can't figure out dates today
35:42
until April 20th because ha ha funny number.
35:45
We also have bumper stickers that are car rated
35:47
so you can slap that shit on the back
35:49
with the worst vehicle you own for the bit.
35:53
I also did relaunch my prints.
35:55
So I've got my 11 by 17 series of art,
35:59
fine art prints from the early 2020s of my van
36:05
that you can now purchase numbered and signed prints
36:07
of those if you feel like it.
36:09
But mostly it's for the trend girlies mot stuff.
36:14
Yeah, Kevin, it was so awesome having you on.
36:17
It was, I feel like we can talk a lot
36:23
about the Chinese car market,
36:26
but we've never driven any of these products
36:29
because of the aluminum curtain
36:34
that has been drawn over the millions.
36:38
So I would like to, I would just like to thank you
36:41
for coming on and talking to us because I know it is a,
36:46
it is a thing that is,
36:49
you have been on the forefront of for a while
36:51
because this is a thing that is like,
36:54
this is the smartphone moment with cars, I think.
36:57
And it's kind of like anyone who's not treating it as such.
37:00
I think it's like just kind of lying to their audience.
37:04
Like, I don't know, like these cars all rock.
37:06
They're not smoking mirrors.
37:09
We'll see about their long-term reliability or whatever,
37:11
but like other than that, like.
37:13
Yeah, I would agree.
37:15
Thank you so much for having me.
37:17
Thank you so much for having me.