Episode 11: The Geopolitical Shapes Place
About this episode
A tense, funny-but-anxious catch-up turns into a wide-ranging rant about how geopolitics, oil prices, and tariffs are reshaping everyday life—and car plans. Hosts swap fears about driving across states amid shifting gas costs and possible policy chaos, then pivot to automotive corporate absurdity: Infinity’s stagnant, gas-only lineup and talk of a 700-hp QX80 while EV timelines slip. They also cover Volkswagen pausing EV production, Ford’s aluminum-tariff pain, and why automakers are chasing short-term profits over long-term relevance.
Hello! On this episode (which was recorded on Sunday, 4/12), Victoria has a slight mental breakdown (no big deal) about the omnicrisis devouring us all. Nothing Ever Happens vs. Oh God It's So Over, the matchup you've all been waiting for! Next the girls discuss Infiniti's talk of a 700-horsepower QX80 juxtaposed against their current, uh, two-and-a-half car lineup. SUV lineup, really. Then we point and laugh at Volkswagen for pausing production of the ID.4. Then we point and laugh at Ford for begging the President to pause tariffs while he smirks and says "no".
SHOUTOUT: Thanks to Eve for enabling the really cool shoot with my friend Sula! Here's one of the shots she took of me with the F-100:
CALL TO ACTION: Here's the WA State Rail Plan along with the opening for public comment, and here's the Urbanist article that goes into great detail about what we can and should ask for, for the good of our region!! Please, if you want high speed rail (and importantly dedicated trackage for it!) in WA, make your voice heard before April 24th!
THANK YOU: To Nat for the incredible cover of Shapes Place, which we end the episode with!! This brought us a lot of joy, we really appreciate it! Also thank you to all of our $15 subscribers, thanks for your patience
CORRECTION: "Irrational Exuberance" is from Alan Greenspan, not Ben Bernanke. This podcast apologies for the error.
Referenced Stories:
IDF blows up apartment block in Southern Lebanon @The Guardian
3,636 dead in Iran (254 children) @Reuters
Call for end to civilian casualties in Lebanon @Amnesty Int'l
Jet Fuel Prices (via IATA) line go up
20% of global oil flows through the Strait of Hormuz @BBC
700 Horsepower QX80?????? @TheDrive
The Luxury SUV story I wrote @This Patreon
Leaf Best Seller Until 2020 @CleanTechnica
Ariya canned in America @Car And Driver
Infiniti sales in '25 @Car And Driver
Infiniti EV Maxima concept @Car And Driver
Hotdogging @Dictionary.com
1,000 HP Infiniti QX80 @TheDrive
Infiniti Q50 Eau Rouge Concept @Car And Driver
Nissan Juke-R 2.0: 600 HP GT-R Drivetrain In A Joke @Car And Driver
Sultan of Brunei's Car Collection @Wikipedia
Rothko Chapel
Oswego factory fire @WSJ
Jim Farley hangin' with the President @YouTube
Ford begging for tariff relief @WSJ
Thomas Sabula heckling the President @Car And Driver
New Aston Supercar @TheSupercarBlog
Car Companies Are Abandoning The Everyday Enthusiast (Matt Farah) @Road & Track
car insurance
"...I'd like to have like a relatively stable foundation if I'm gonna pick up the major expense of a car all the gas and car insurance, which I'm doing full coverage this time after having a bit last time by my car getting stolen"
Car insurance is what you pay so that if something bad happens—like an accident or theft—the insurance helps pay the bill. “Full coverage” usually means you’re covered for more than just basic liability.
Car insurance is the coverage you buy to protect against financial loss from accidents, theft, and other damage. Different coverage levels exist, and the right choice depends on the car’s value and your risk tolerance.
full coverage
"...all the gas and car insurance, which I'm doing full coverage this time after having a bit last time by my car getting stolen"
“Full coverage” usually means your insurance covers more than just other people’s injuries. It often includes protection for your own car if it gets stolen or damaged.
“Full coverage” is an informal term that typically means you carry both liability coverage and physical damage coverage (often including comprehensive and collision). It’s commonly chosen when the car is financed/leased or when the owner wants protection against theft and damage.
car getting stolen
"...which I'm doing full coverage this time after having a bit last time by my car getting stolen"
Car theft is when someone steals your vehicle. If you have the right insurance coverage, it can help you recover financially after the theft.
Theft is a major risk that affects both insurance costs and how owners choose coverage. If a car is stolen, comprehensive coverage is often the part that helps pay for the loss (subject to deductibles and policy terms).
Dodge Omni
"...on earth right now Because it turns out that the Omni crisis has consumed my my specific hobby Of the ..."
The Omni is a small car model from Dodge. It’s the kind of vehicle people might talk about because it’s older or connected to a specific interest. The podcast is using it as a joke or theme.
The Dodge Omni is a compact car model that’s often remembered as part of a specific era of small, practical vehicles. In the podcast, it’s brought up through a humorous “Omni crisis” framing, suggesting it’s tied to a niche hobby or obsession. That’s why it appears even if it isn’t the main topic of the episode.
gas
"...then I have to drive through California where gas is currently $6 a gallon and in a month. It might be 10"
They mean the price you pay for gasoline at the pump. If it goes up a lot, driving anywhere costs more money.
They’re talking about gasoline prices, which directly affect the cost of driving long distances. When gas spikes, road trips and commuting become much more expensive, especially if you’re crossing multiple states.
electricity transmission lines
"I would continue like flipping light switches and electricity would flow from like the dams built in the 1930s through the transmission lines that cut all the way across the Cascades Directly to my home where I can get electricity"
These are the big power lines that carry electricity from power plants to homes and businesses. They’re how electricity gets from far away to where you live.
Transmission lines are the high-voltage power lines that move electricity from where it’s generated to where it’s used. In the U.S., long-distance transmission lets power flow across large geographic areas, including mountain ranges like the Cascades.
Infiniti QX80
"that theoretically the company would like to build a 700 horsepower qx 80 Um, and this is kind of like yeah, but this is one of those things where it's like"
The QX80 is a large luxury SUV meant for comfortable rides and space. It’s the kind of vehicle people talk about when discussing big, powerful versions. The podcast is referencing a hypothetical high-performance take on it.
The Infiniti QX80 is a full-size luxury SUV positioned for comfort and strong power. In the podcast, it’s mentioned in a speculative way—talking about the idea of building a much higher-horsepower version. That makes it relevant when discussing how automakers imagine performance upgrades for flagship models.
700 horsepower
"theoretically the company would like to build a 700 horsepower qx 80 Um, and this is kind of like yeah, but this is one of those things where it's like"
Horsepower is a number that tells you how powerful the engine is. Higher horsepower usually means the car can accelerate more strongly.
“Horsepower” is a measure of engine power—how much work the engine can do over time. When someone throws out a number like 700 hp for a luxury SUV, it implies very aggressive performance goals (strong acceleration, higher top-end potential, and likely major drivetrain upgrades).
rebadged Nissan products
"Oh god, uh, so it's all rebadged nissan products which already not great not great Uh, the qx 80 last got a refresh sometime"
“Rebadged” means a vehicle is essentially the same platform and engineering as another brand’s model, but sold under a different badge and usually with different styling or trim. The speaker is criticizing Infiniti for relying heavily on Nissan-derived products.
platform share
"We you know, they had it planned to enter an eeve and into production in 2025 when they unveiled a concept coup Evie in 2023 Um, it was supposed to platform share with the electric maxima both of those cars don't exist"
Platform sharing means two different cars are built on the same basic “skeleton.” It helps companies make cars faster and cheaper.
“Platform sharing” means two different cars are built using the same underlying architecture (chassis, major components, and engineering base). Automakers do this to reduce development costs and speed up production, especially in fast-moving segments like EVs.
burnouts
"What do you That's a new one for me. They're like doing burnouts or you know Heavy lead footed throttle work or whatever. Okay. I've never heard that referred to hot dog in it"
A burnout is when you spin the tires while the car is stopped or moving slowly, usually to make smoke. It’s fun-looking, but it can wear out tires fast and may be illegal.
Burnouts are when a driver spins the tires to generate smoke and heat, usually to show off or to warm tires. They’re also sometimes used in drag racing contexts, but in street settings they’re often illegal and can damage tires and drivetrain components.
tax and title
"I looked this up because I was curious without destination And like tax and title and all that it is $83,750 starting price starting"
When you buy a car, the price you see online usually doesn’t include everything. Taxes and title/registration fees are added on top, so the total cost is higher.
“Tax and title” are common components of the out-the-door cost of buying a car. Even when a vehicle has a “starting price,” taxes, registration, and title fees can significantly raise the total you pay at purchase.
four wheel drive
"No, he was doing uh, he was trying to do four wheel drive bird out doughnut things and then it hooked up for a second"
Four-wheel drive means the car can send power to all four wheels. That usually helps with grip, so it can do more dramatic driving moves safely (like donuts) compared to a car that only powers two wheels.
Four-wheel drive (4WD) sends power to both the front and rear axles, improving traction in low-grip conditions. The speaker describes a demo involving “four wheel drive bird out doughnut things,” implying the system was used to enable aggressive maneuvers like donuts.
Chrysler
"[2894.0s] Nissan is up there with dodge and chrysler in terms of [2899.5s] Car brads that are really skating on [2903.4s] Decisions they made 10 years ago"
Chrysler is another major American car company. The speaker is using it as part of a comparison group for brands that haven’t been doing great lately.
Chrysler is an American automaker that historically produced a mix of mainstream and premium vehicles. The speaker groups it with other brands as examples of companies that may be “skating” on earlier decisions.
Brent crude
"[3208.9s] When I read this article it was [3210.9s] 10 minutes after I saw the headline that's the spot price of Brent crude hit $144 a barrel"
Brent crude is a type of oil that the world uses as a price reference. If the price jumps, it can make fuel and transportation more expensive, which can affect car costs too.
Brent crude is a globally traded benchmark for crude oil prices, often used as a reference for energy costs worldwide. When its “spot price” spikes, it can ripple into fuel prices and the broader cost of producing and shipping goods, including vehicles.
mpg
"I'll just look it up right now ... VW Atlas mpg ... Up to 20 city 27 highway"
MPG (miles per gallon) is a measure of fuel efficiency for gasoline vehicles. The host cites an “Atlas mpg” figure to contrast with EVs, implying that conventional fuel economy is still a key selling point for some buyers.
EVs
"Nobody wants EVs guess we'll go back to making gas cars now ... I've been pretty down on EVs largely because of like the structural problems..."
EVs are electric cars. Instead of using gas, they run on electricity stored in a battery.
EVs are electric vehicles, powered primarily by electricity stored in a battery rather than gasoline. The segment discusses EV adoption barriers and how those barriers can influence automakers’ production decisions.
Tesla
"Yeah, you know the fact that like we let tesla run the space and now we're like, oh no"
Tesla is one of the best-known electric car companies. The speaker is saying Tesla’s influence changed how everyone else thinks about EVs.
Tesla is a major EV manufacturer that helped popularize electric vehicles in the U.S. The host’s point is that Tesla’s success influenced how other companies and policymakers approach EV competition and industry strategy.
tendency of the rate of profit to fall
"I like to call it the the tendency of the rate of profit to fall But yeah, like it's"
This is an economics idea about why companies’ profits can get harder over time. They’re using it to explain why businesses might make decisions that don’t feel great for customers.
“The tendency of the rate of profit to fall” is an economic theory (often associated with Marxian economics) suggesting that profitability can decline over time due to competitive and structural pressures. The speaker uses it as a framework for explaining why companies make choices that can lead to worse products or outcomes.
electric cars
"A bunch of phone makers that we never heard of over here are making the best electric cars Anyone's ever seen and they're doing it seemingly at no effort"
They’re talking about electric cars and who’s making the best ones. The takeaway is that some less-famous companies might be doing a great job with EVs.
The segment discusses electric vehicles as a category where some automakers are perceived to be outperforming others. The underlying theme is that EV progress can come from unexpected players, not just the biggest legacy brands.
tariffs
"But uh quote automakers and other users of steel and aluminum products could be on the hook for even higher tariffs in the coming months... many finished products containing aluminum and steel will be subject to a 25 duty on the full value of a product"
A tariff is basically a tax on imported products. If steel and aluminum get taxed more, car companies that use those metals can end up paying more, and that can make cars cost more too.
Tariffs are taxes the government charges on imported goods. When tariffs rise on steel and aluminum, automakers and other manufacturers that use those materials may face higher costs, which can flow through to vehicle pricing.
Nürburgring
"Because I was trying to check the times for an nls race while I was sick And I got flashbacked with nerbergring tv saying proudly that we're suckin dick"
The Nürburgring is a well-known race track in Germany. People often watch races there on TV, and the speaker is referencing that kind of racing coverage.
The Nürburgring is a famous German motorsports circuit, known for endurance racing and high-profile TV coverage. The speaker mentions it in the context of watching race programming while sick, highlighting how motorsport media is tied to the car culture they’re discussing.
Ferrari
"Somehow all of the italian high-end boutique auto bakers seem to be fine. Yes, they're doing great. Ferrari's Rolls-Royce is"
Ferrari is a famous Italian car company that makes high-end sports cars and races in Formula 1. The hosts are basically saying Ferrari is doing great right now.
Ferrari is an Italian high-performance automaker best known for its Formula 1 program and supercars. In the episode, it’s used as an example of a company that’s performing exceptionally well financially.
F1
"Insane amalgamation between an lmp1 car or the the valkyrie and an f1 car at silverstone"
F1 is the top level of open-wheel racing. They’re saying the test car looks like it mixes ideas from F1 with other race categories.
F1 is Formula 1, the highest level of open-wheel motorsport. The episode compares Aston Martin’s testing car to an F1-style concept, implying a blend of design or performance philosophy from both endurance prototypes and F1.
public comment
"There is a state rail plan that was added for this year and currently it is open for public comment and"
Public comment is a chance for regular people to share their opinions before a plan is finalized. Here, it’s about a rail plan in Washington.
“Public comment” is a formal period where residents can submit feedback on proposed plans or policies. In this segment, it’s tied to a state rail plan, indicating the community can influence how rail infrastructure is shaped.
Burlington Northern Santa Fe
"But most of their trackage is owned by a burlington the northern santa fe [4883.6s] um"
BNSF is a big freight railroad company in the U.S. If they own the tracks, their freight schedules can limit when and how passenger trains run.
Burlington Northern Santa Fe (BNSF) is a major U.S. freight railroad. The speaker notes that most of the relevant trackage is owned by BNSF, which influences how passenger services can operate on shared infrastructure.
Pittsburgh Vintage Grand Prix
"I'm gonna do a meet-up at the pittsburgh vintage grand prix"
That’s a car event in Pittsburgh for classic race cars. People who love older cars go to watch them and meet other fans.
The Pittsburgh Vintage Grand Prix is a motorsports event focused on classic and vintage racing cars. It’s a common kind of venue where enthusiasts meet, see historic cars on track, and sometimes attend related talks or meet-ups.
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