00:00
Dude, I got to start this week by saying, you're a sports fan.
00:02
Of all the sports, and we're going to get into cars obviously,
00:05
but I got to know, what is your favorite?
00:06
Is it football these days?
00:10
Obviously, I went to Ohio State, so I do follow Ohio State,
00:13
but I don't follow.
00:14
I never really loved pro football.
00:16
I think the flags are egregious.
00:19
MMA and boxing would be the two
00:21
that I watch most consistently.
00:23
I mean, this weekend, you guys will
00:24
be listening to this on Monday, the Ryder Cup,
00:27
that excites me, little USA versus Europe.
00:29
I just started off well here Friday morning.
00:32
But those kind of things, yeah, man.
00:34
I mean, whatever I can catch, I got two really young kids.
00:37
It's now whatever I can catch, Rob, whatever I can catch.
00:40
Hey, man, I understand.
00:41
Ryder Cup would have not been on my list, honestly,
00:43
at all of your interests, but that's interesting.
00:45
And the reason I bring it up, and it'll tie to cars
00:47
probably later in the show, but I just
00:49
wanted to set the landscape a bit,
00:50
where there was a story that I kept seeing
00:52
that you may have saw, where Tom Brady potentially
00:54
was going to be getting paid like $75 million
00:56
to play a flag football game.
00:58
Did you see that story?
01:01
Let's say the quiet part out loud.
01:03
The Saudi money does not run out.
01:07
And they are definitely buying and investing
01:12
in a lot of things in the sports and entertainment world.
01:15
Obviously, they got the Riyadh Comedy Festival,
01:18
which you have some of those comedians that
01:20
have gotten pretty social and social issues
01:23
that I think is pretty weird that they're
01:26
going to try to stand on anything after this.
01:30
A guy like Bill Burr comes to mind.
01:32
I think you're kind of, I don't think
01:36
I want to hear your social commentary after this,
01:38
because by the way, and all of us
01:41
can also say the amount of money being thrown at people,
01:45
if you're lying to yourself, if you're saying,
01:47
you wouldn't take it.
01:48
So I'm an adult, and I know how the world works.
01:51
And if Tom Brady was offered $75 million,
01:55
which by the way, he just said isn't true,
01:58
but didn't give a number.
02:01
Which I think says that it's probably
02:02
pretty close to accurate.
02:04
And I've been having this conversation,
02:06
not to get off topic, but everybody's into sports.
02:10
If you're the greatest of all time at something,
02:12
I shouldn't see you in a tostitos commercial.
02:14
Whoa, whoa, we're being a little unfair here.
02:18
I think he's damaging his legacy
02:22
because it's become pretty clear.
02:24
He's chasing every dollar that gets offered to him.
02:27
I think for the greatest of all time at a sport, bad move.
02:31
I think this has all been a bad move.
02:32
Doesn't the greatest of all time
02:33
just kind of want to keep up with his ex-wife a bit, though?
02:36
Yeah, I mean, I hear you.
02:40
But you know, I mean, Tom's in a weird position
02:43
because he can't even talk trash to the new guy
02:46
because that dude would just choke him out.
02:47
He'd chop him up, yeah, chop him up.
02:49
You're in a tough spot.
02:50
What's the Shane Gillis thing when he says,
02:51
my ex-girlfriend was with a Navy SEAL?
02:53
Navy SEALs aren't that tough.
02:55
You know what I mean?
02:56
Tom Brady's in a weird position.
02:57
But yeah, man, it's a crazy time.
03:00
And for all of you that want to make this political,
03:05
I just think it's, you guys got to realize,
03:07
the minute that these guys in the Middle East
03:09
decided they wanted to spend money,
03:11
that money doesn't run out.
03:13
That's their reality.
03:15
It's a very good reality, very good point of the reality.
03:17
Here's another question then.
03:18
Is it fair to say that it almost
03:19
seems like for car manufacturers, most of them,
03:22
money doesn't seem to run out,
03:23
they just keep making more and more money
03:24
despite their bad decisions?
03:26
No question, I mean, and by the way,
03:28
this has been generations.
03:30
We oftentimes think it's been the last five years.
03:33
I mean, they've just printed money
03:37
for as long as they've been around,
03:39
even though it's been a difficult business
03:42
to show lots of profit,
03:44
the amount of cash that they get
03:46
on a daily, monthly, yearly basis
03:50
allows them a lot of flexibility to do a lot of things.
03:53
I mean, we talked about the Ford campus as an example.
03:57
Like they're just gonna throw up a couple million square feet
03:59
and it's not really all that big a news.
04:01
Like they're just like, yeah,
04:02
we're just gonna build new headquarters.
04:03
It's like a damn, two million square feet seems like a lot.
04:07
So I want to get into the Ford thing,
04:08
but I wanted to start with the Acura story,
04:10
which you actually brought to my attention
04:11
earlier in the week.
04:12
And I had brought this car up,
04:13
probably I want to say in the spring,
04:14
Honda and Acura were doing like shows,
04:16
like showing off the, you know,
04:17
Sunicom Acura ZDX, right, the EV.
04:21
And you let me know that they're canceling it.
04:23
I was like, huh, that's news to me.
04:25
And then you found another nugget of knowledge
04:26
inside of that article you were reading as well
04:28
that I did not know either.
04:29
We didn't bring it up back in the spring,
04:30
is that it wasn't being built by Honda Acura.
04:33
I think this is, again, we've harped on the Supra thing.
04:38
And now you see that Honda,
04:42
basically partners with General Motors,
04:45
to build the Acura ZDX.
04:48
And what is it, the prologue or prelogue,
04:50
whatever that other Honda,
04:51
the Honda-labeled one, SUV is, I think,
04:54
is being built in the assembly plant in Tennessee, I think.
04:59
I just think that people have to come to grips with,
05:03
this is a bad look.
05:05
Number one, like you said,
05:08
they went on this parade about ZDX.
05:10
They went on this car show after car show,
05:13
after show, after show, this is our thing.
05:17
And then you don't even assemble the thing.
05:20
I don't know if for many people listen to this.
05:22
That's all car manufacturers do, is assemble their cars.
05:27
It's not like they make the steel,
05:29
it's not like they make the seat modules, mostly.
05:32
I mean, maybe they make some door latches
05:35
in some little parts around.
05:36
But like, all you are is an assembly company.
05:40
I mean, basically when you look at it
05:42
from the way cars have been manufactured for 20 or 30 years,
05:46
I realize they make some tiny parts.
05:48
But at this point in time, you're an assembly plant.
05:52
So Honda and Acura are like,
05:55
yeah, we don't need to assemble our own car.
05:57
We've been bashing the American manufacturers
05:59
for 40 or 50 years saying we do it better.
06:02
But let's just go ahead and outsource this
06:04
to our competition,
06:06
who we say we do everything better than.
06:10
And I want everyone to ask yourselves a question.
06:13
Let's say your mom, your sister,
06:14
your brother-in-law, they're not into cars.
06:16
They roll up to Acura, they buy a ZDX.
06:20
Were they ever informed that Honda Acura
06:23
doesn't have that much to do with the car?
06:28
I just think it's not the way business needs to be done
06:31
when you're valued at 60 frickin' billion dollars
06:34
as a company, okay?
06:35
We're not talking about an upstart like NEOs.
06:38
We're not talking about somebody
06:39
trying to get DeLorean off the ground.
06:42
We're talking about Honda,
06:44
who's thinking about taking tons of cash and buying Nissan,
06:47
but we can't be bothered to assemble our own vehicle.
06:51
Now, the argument that educated people
06:54
listening to us are gonna say is,
06:56
well, there's always been these types of partnerships.
07:00
It's never been the case.
07:01
These companies being worth $60 billion.
07:05
These companies are now worth so much money,
07:07
there is no reason to do this, in my opinion.
07:10
And that kind of leads into the next point,
07:12
because we had the same conversation
07:13
or the same topic on the same call about Acura Honda
07:16
and then Ford, because we talked about the Ford Campus
07:18
recently and what they're trying to achieve
07:20
with by having everything inside of this new
07:22
glass house that they call.
07:23
And it's like insert office space scene right here,
07:27
like what is it that you do, right?
07:29
Are they trying to be a tech company?
07:31
Are they trying to be a car man?
07:32
What are they trying to do?
07:32
Being race series only, what is it that you do?
07:35
And I honestly don't, EVs, this big shift,
07:37
the email news conference thing.
07:39
We've made a lot of jokes about it,
07:41
but I don't know, dude, that is weird.
07:42
And you made a good point about it.
07:43
If you were to get into tech, which it seems like
07:45
they're having a big push, whether it's EV
07:46
or just in general, like the Ford software of sorts,
07:50
is it gonna be in Dearborn?
07:51
Is that where you're gonna want
07:52
your elite talent to go?
07:54
Yeah, I mean, when we talk about Ford,
07:56
there's no doubt that I think this campus
07:58
is being built to basically mimic
08:01
what they see in Silicon Valley, right?
08:04
From the Googles and the companies like that.
08:06
So you mean Austin, Texas?
08:07
That's what you mean, Austin, Texas?
08:09
There you go, Austin, Texas.
08:12
By the way, Austin, Texas has been taking
08:14
a lot of strays from the comedians out there.
08:16
I thought you were gonna say from the community.
08:17
Yeah, all the communities.
08:19
Yeah, yeah, Austin's taking a lot of,
08:21
but so they get back to Ford.
08:24
And again, this relays into Honda's decision.
08:27
Okay, Ford, you're obviously building something
08:30
that resembles tech and what they've been doing
08:33
because you're gonna see yourself
08:34
as this futuristic company.
08:35
No tech person I know wants to live in Dearborn.
08:39
So are you really going into this new era
08:42
of getting elite level tech talent,
08:45
which it seems like what you're trying to do,
08:47
you wouldn't build it in Dearborn.
08:49
So again, it's like doing things halfway.
08:51
We really believe in the ZDX.
08:53
We believe so much, we're not gonna even build the thing.
08:56
But trust us, we really believe in it.
08:59
And it's like the customer in 2025
09:01
of any kind of product seems to be going through a shift.
09:05
And the shift is you and I speak about this a lot.
09:09
Founder-led companies are way more popular,
09:12
way more powerful today than they've ever been, right?
09:15
Especially 10 years ago, it really wasn't a big thing.
09:18
Now it's a big thing.
09:19
People wanna know more and more
09:21
where their food comes from.
09:23
They wanna know who's making the product
09:26
and who's standing behind it.
09:29
And Acura, who's part of Honda,
09:32
who's worth again, we need to keep repeating this,
09:34
$60 billion is like,
09:37
nah, we can't assemble the skateboard.
09:41
We can't just plop the body on
09:42
and screw a couple things in and wire a few things.
09:45
Nah, it's too big for it.
09:46
By the way, have a huge footprint of places
09:49
they could have put a couple extra lines of running cars.
09:53
Like let's not act like they don't have the space
09:55
somewhere in the United States
09:56
and their multitude of places.
09:59
And they just go, not gonna mess with it.
10:01
But trust us, Rob, we believe in it.
10:05
That'd be like Apple saying,
10:06
we got nothing to do with building our phone.
10:08
We don't even oversee anything.
10:10
Just trust us, it'll work.
10:13
You'd be like, dude, I get it.
10:15
You don't have to build everything.
10:17
But if you never go to the factory at Foxconn and go,
10:20
hey, can you kind of do things to ours?
10:22
It'd be kind of weird.
10:23
Like I just don't understand why this stuff is happening.
10:26
I get why the partnerships happen,
10:29
like Scout partnering with Rivian
10:32
to kind of launch this new age thing they're trying to do.
10:36
And I get that partnerships are a good thing
10:38
in some instances in the car business.
10:41
Full assembly seems like when you're worth $60 billion,
10:45
come on, man, you're not doing the customer any justice.
10:48
And again, if you want people to believe in your product,
10:53
you should believe in your product
10:55
and make the investment and build behind it
10:57
and actually do it for real.
10:59
This is another instance of this EV culture
11:02
inside the car business,
11:04
where it seems like they slap it together
11:07
and they're just making it work
11:08
to meet some mandate or whatever,
11:10
but none of them believe in it.
11:12
So you brought up Rivian and the partnerships,
11:15
but I want to remind everybody,
11:16
we're talking about Ford right now
11:17
because I have the next story queued up about Ford.
11:18
So we're going to go back to still talking about Ford.
11:20
But in the comments of the Rivian videos here recently,
11:22
a lot of people were talking about the partnerships
11:24
of how, going back to GM actually,
11:26
there was talks and I didn't know about this necessarily.
11:28
I don't know if you do,
11:29
they might partner up with GM or GM might acquire.
11:31
Like there's talks of this in the future
11:33
that being some sort of acquisition.
11:35
Well, Volkswagen auto group would have the lead
11:37
on that now, I think.
11:38
I mean, they're a shareholder.
11:40
Anything can happen, right?
11:41
Somebody comes in and strikes a check.
11:44
Any company can buy any company.
11:45
Yeah, what's the price?
11:46
So could General Motors do this?
11:49
I mean, could Ford do it?
11:50
Could everybody do it?
11:51
Yeah, I mean, look,
11:52
I think one of the things that surprised a lot of people
11:54
is there was a lot of chatter
11:56
of what was gonna go down with Apple's investment
11:59
and that somebody was gonna come in and buy
12:01
Apple's basically, you know, car tech and whatever.
12:04
Maybe that happened on some level,
12:06
but it didn't happen the way everybody thought.
12:11
once somebody strokes the check, man,
12:13
they're gonna buy it, right?
12:14
But Volkswagen auto group would have to be,
12:17
to me and the driver's seat
12:18
because of their share and their partnerships with them
12:20
and the different things that they partnered up on.
12:23
But yeah, I mean, could General Motors do it?
12:26
You know, here's a bunch of billions of dollars.
12:28
I mean, that's what really matters at the end of the day.
12:30
Hey, dude, I don't know if it was you and I
12:32
talking on the phone,
12:33
were you and I talking about how bad the iOS is
12:35
as far as answering questions?
12:36
Was that you and I talking about that?
12:39
Oh my God, I hadn't, dude, I hadn't experienced it
12:41
My wife got the newest phone, right?
12:43
I still have an old one, it works great.
12:45
But she asked a question
12:46
because her and I were having a discussion
12:47
and it was like, I couldn't find anything.
12:49
Would you like me to use ChadGBT?
12:50
I was like, wait a minute.
12:51
I just asked you to figure out the question.
12:53
Yeah, yeah, how about you do it?
12:54
Dude, it blew my mind.
12:55
So again, that goes back to, yeah,
12:57
we were talking about it on here
12:58
because I brought it up like,
13:00
have you guys used the new Siri?
13:02
Oh, I guess we did.
13:02
So BMW's got it figured out.
13:06
So again, this is where we get into
13:09
the limiting value of tech.
13:12
There is a break-even point when you go,
13:16
going further makes things worse.
13:19
Yeah, you know, it.
13:20
And I think we're on the cusp of that in the car world.
13:24
If not, to me, the entire thing in my life
13:30
is always about, it's the button conversation.
13:36
I was just about to say that.
13:38
You know, it's, there's a law of diminishing returns here.
13:42
And again, if you look at Ford and ZDX
13:45
and General Motors and all this other stuff,
13:47
they are so invested.
13:50
I think because of the echo chamber from media
13:53
that are super into tech,
13:55
that are pushing these guys saying what a great idea
13:57
and they never ever say it's a bad idea,
13:59
as well as the people inside the building going,
14:02
well, wouldn't it be cool if we were a tech company?
14:04
Yeah, man, I hear you.
14:06
But at some point, some of this stuff just works.
14:10
Don't overthink the room.
14:11
And it's going to be interesting
14:12
as you see more and more cancellations
14:14
around these highly tech cars, you know,
14:16
which is mainly in the EV world.
14:18
Although all ICE cars have a lot of tech in them.
14:21
But the real sales point of EV is tech.
14:25
Tech, tech, tech, tech, tech.
14:27
Where's the breakeven point for the user?
14:30
And they keep canceling these things,
14:32
largely because they haven't invested properly
14:35
as Honda has proven with the Acura ZDX.
14:38
A lot of these failures, I think come down to
14:42
not just people not wanting an EV,
14:44
but everything else surrounding it.
14:46
I think a lot of people just go,
14:47
what the hell is all this?
14:50
The first thing I thought too is just like,
14:52
you saying like, sometimes going too far
14:54
has diminishing returns.
14:55
And that's the way I feel like I will die on this hill.
14:57
Of the interiors of modern cars.
14:59
Like we were talking about, you know,
15:00
funny enough people said your CarGurus videos
15:02
was like prime A content itself.
15:04
Like they could just listen to you
15:05
go through CarGurus links.
15:07
I was like, wait a minute, did we just strike gold
15:08
with a new idea of you just going through CarGurus things?
15:10
Hey, CarGurus episode number 988.
15:12
Well, there's always stuff going up there.
15:15
So honestly, it'd be like doing the news,
15:17
but it's just like the UFC and just number everything.
15:19
Oh, dude, that's a great idea.
15:24
Just every week, right?
15:24
So by week 52, like most listeners
15:26
will have bought a car off of CarGurus
15:28
because if you, by the way, CarGurus.
15:29
Come on, no free shout outs,
15:30
but if you want to keep talking about it.
15:32
Everybody that's asking me, that's not like my preferred.
15:35
It was just the thing we pulled up.
15:38
A couple of us guys, it was just what we used.
15:41
Well, anyway, so the interiors, you know,
15:43
we brought up Corvettes and you and I
15:45
were talking on the phone about the prices
15:46
of like C7, Z06s are going for like 10 over MSRP,
15:49
five, six, seven, eight years later, which is crazy.
15:52
But those interiors were like the folding,
15:53
or rather the screens that slide and that whole setup
15:56
was like, again, 16, 17, 18, 19 peak interiors.
15:59
And then you tried doing too much into the eyes.
16:02
Aesthetically, I think some of them in modern days
16:04
obviously look good, but functionality,
16:07
the tactile feeling, like all that stuff is off.
16:09
And if we'd not try to go too far,
16:11
we would have been just fine,
16:13
just slow incremental changes from 15 to 25.
16:16
Not these drastic changes.
16:17
I think you and I, and probably most of our listeners
16:20
feel this way about all of this,
16:22
which is all of these huge leaps don't really go well.
16:29
Like it's sort of like going from ICE to EV
16:32
when everybody goes, well, the next stepping stone
16:34
was highly efficient hybrids.
16:38
So why did this big leap fail?
16:40
Because most big leaps in 100 year old
16:44
manufacturing facilities is not necessary.
16:48
Cars have been around a long time, okay?
16:50
You've gotten them to a great place.
16:52
Most modern cars, again, are pretty damn well built,
16:56
meaning like compared to what you would get
16:58
in the 80s and 90s where you get rusted out
17:00
bodies of trucks and stuff like that.
17:02
Dude, I mean, you just said it, right?
17:03
So big leaps usually fail.
17:05
What did Neil Armstrong say?
17:06
One small step for man, one giant leap for mankind?
17:09
Don't butcher this.
17:10
People will get real pissed.
17:11
We haven't been to the moon since.
17:12
That was a giant leap that may or may not have been a failure.
17:16
Hey, and we may not have been?
17:17
I mean, they had these figurines.
17:19
Dude, to quote my boy Eddie Bravo,
17:21
to quote my boy Eddie Bravo, I'm just asking questions, okay?
17:26
Best, one of the best human beings on planet Earth.
17:29
Dude, people are gonna be so mad like,
17:30
hey, whoa, whoa, let's talk about Corvettes again,
17:32
please, not landing on the moon.
17:33
But to go back to Ford, here's an interesting article
17:35
because I think you'll have a lot more insight
17:37
to this particular subject, but brace yourself, Nick.
17:41
This is from, this is a Ford article.
17:43
Bad credit, no problem.
17:45
Ford offers lower F-150 interest rates to high-risk borrowers.
17:48
So they're getting into the sub-prime game.
17:51
So they see what Toyota's doing,
17:53
and they're like, well, Toyota will lend money to anybody.
17:55
Maybe we should do that.
17:57
Oh, that's the secret of Toyota, right?
17:59
People are gonna be like, that's not true.
18:00
It's a hundred percent true.
18:01
It's a hundred percent true.
18:02
Nobody talks about it.
18:03
Nobody talks about it, right?
18:05
So I'm gonna pull up,
18:06
I just wanna read you the best line of this.
18:09
Well, I lost it talking about landing on the moon,
18:11
but essentially, oh, there it is.
18:13
Wall Street Journal reports Ford's finance arm
18:15
could give sub-prime borrowers the same rate
18:17
as those with top-tier credit scores
18:19
or around 5% currently.
18:25
This all ends one place, right?
18:28
So the bubble's bursting on car sales.
18:31
And we've been probably talking about this for a year.
18:33
I mean, it'll be a year in December.
18:36
This is the thing bubbling underneath the surface
18:40
and it has been for last year to two years
18:42
is a lot of people are buying things
18:44
that they simply just can't afford.
18:47
Repossessions are, I believe at,
18:50
getting towards all-time highs
18:52
if not already surpassed all-time highs.
18:54
Delinquency rates are enormous.
18:57
This looks like a credit bubble
18:59
for anybody that watched 2008 happen.
19:02
This feels like a credit bubble.
19:04
Who's paying 750, 1,250 bucks for a Tahoe,
19:08
for a RAV4, for whatever?
19:11
So this all has a breaking point.
19:13
So the one thing you can say about Ford doing this
19:16
is Ford is just saying, hey, if this all bursts,
19:19
at least we got some trucks out,
19:20
at least we got some cars out,
19:22
at least we got some SUVs out of our hands
19:25
and we'll now let the lenders deal with it.
19:27
We'll let the financing arm deal with it.
19:30
And I feel like that's what we are watching.
19:32
I think that's what we've been watching from Toyota
19:35
for the better part of five years,
19:37
is they just said, come get them.
19:39
You know what I mean?
19:41
Like, you know, and for people that don't know really
19:45
how it works with Toyota,
19:46
essentially if you've never really been late paying Toyota,
19:51
it doesn't matter your credit score.
19:53
Like as long as you haven't gotten over on them,
19:58
they'll essentially lend you money.
20:00
Now interest rates vary, of course.
20:02
But, you know, that's the deep dark secret
20:05
of the Toyota brand is like,
20:07
you can get everyone financed pretty much.
20:10
So it doesn't surprise me.
20:12
This is kind of what happens at the end of bubbles
20:15
is you just see people lending, lending more money
20:18
and, you know, going down with the ship
20:20
and not really identifying,
20:22
but that's kind of what finance arms are meant to do.
20:25
You know, this is kind of why all of these companies
20:28
in all different industries have got into lending money
20:31
because it's like, that's paper.
20:34
Well, we'll sort the debris, the rubble when it happens.
20:38
And I think that's what this is.
20:40
I mean, and it's very, very obvious
20:44
that a company like Ford or GM or anybody would do this.
20:48
Yeah, I mean, shout out to Toyota
20:49
just paving the way in all kinds of directions, right?
20:51
Like everyone's following through this.
20:53
You're gonna get people so pissed off
20:55
because you're like, not my Toyota.
20:56
It's like, no, it's pretty much an open secret
20:59
at this point. Absolutely.
21:00
And you know what, I always applaud it
21:02
because, hey, it's business
21:03
and they're conducting business in a way
21:04
that apparently people are drooling over
21:06
and following no matter what.
21:08
So I mean, it is what it is.
21:08
And when I run into it,
21:09
I'm not gonna pull this up on camera
21:10
but it's no free shout outs to dealerships.
21:12
But regardless, there's a 22 TRD Pro
21:15
that was just in this listing
21:17
of all the cars I was looking at.
21:18
And it's 55 grand, it's a 22 TRD Pro.
21:21
And I'm just like, yeah, it's got 7,400 miles on it
21:24
but it's got four owners, right?
21:25
And it's just like, well, just cause it's a TRD Pro.
21:27
Four owners. Four owners in 7,400 miles.
21:32
No, and it's 55 grand.
21:34
Like, man, this is just weird.
21:36
But yeah, it'll all, we've been saying it for a year.
21:39
I wanna keep saying it.
21:41
Something will happen.
21:42
Some bubble will go burst, you know,
21:44
and things will, they're not gonna reset themselves
21:49
I don't think that's gonna happen.
21:51
But we've already seen, you know,
21:54
it's very, very hard on normal cars
21:56
for them to get the prices they want now.
21:58
You're seeing incentives come back.
21:59
Lease deals are at an all time insanity now
22:02
of what you can lease cars for,
22:04
which is usually a sign things aren't going well
22:07
because there's some companies that are buoyed by lease deals
22:10
and they have been for a better part of 20 years.
22:13
And when their deals start to really pop up
22:15
and get crazy, you can kinda see that
22:18
there's weakness in the market.
22:20
So you and I are kinda advocates of
22:22
get in where you fit in.
22:24
So guys, I think there is stuff out there to be had.
22:27
I mean, I do think there are deals out there.
22:30
That doesn't mean they're 2015 deals.
22:32
So we gotta always, for whatever reason,
22:34
tell people it's not gonna rewind the clock
22:36
to some time that doesn't exist anymore.
22:39
Random question, curveball out of left field.
22:41
Are you a Vander Hall fan?
22:44
Have you ever, what, why are you looking at me like that?
22:48
No, what do you mean, what's Vander Hall?
22:51
Show me what you mean.
22:51
Okay, okay, okay, I'm gonna bring you up.
22:53
I wasn't sure, too familiar,
22:54
because we've never talked about these kind of vehicles,
22:55
but it's like the three wheeler,
22:56
kind of like the Polaris, you know what I'm talking about?
22:59
I haven't heard about these in a while.
23:00
A couple of years ago,
23:01
I had a couple of acquaintances that had these,
23:03
they were like in this little group of,
23:05
this is like one of the more popular ones.
23:06
Oh, yeah, yeah, yeah, yeah, yeah, yeah.
23:08
This one's just, I've seen this.
23:09
Yeah, like you don't really see.
23:10
I never really got into these.
23:12
Me neither, but when I see them, I'm like,
23:13
that's really cool, right?
23:14
So they have like the Venice,
23:15
I think there's a, there's a couple of them
23:16
that were really popular like four or five years ago,
23:19
and I just kinda stopped hearing about them,
23:20
but I'll bring it up here shortly.
23:22
There's one of the news,
23:24
just because it's kind of like a way different change from,
23:27
cause those were, I think they were like 1.5 liter GM,
23:30
you know, motors in there.
23:33
I think there were manuals,
23:33
some had options for manuals,
23:35
and now this is where they are in 2025,
23:37
which just is what it is.
23:38
The Brawley GTS is a 404 horsepower electric off-roader
23:42
that looks very much like a Jeep.
23:45
Like exactly like a Jeep.
23:48
Basically like a side-by-side Jeep.
23:49
It is exactly what it is.
23:50
Yeah, it's a Van der Haals electric side-by-side
23:53
tax quad motors with the price starting around 50 grand.
23:57
I don't know if it comes looking like that for 50 grand,
23:59
that would be worth it.
24:01
It's pretty cool, right?
24:02
I'm guessing that has a lot of options
24:03
that run the price to $87,000.
24:06
Well, let's scroll down here
24:09
and see if it actually shows a higher price,
24:10
but I mean, you got a lot of bits here that they're showing.
24:14
You'd expect a machine that costs about $50,000,
24:16
a four-speaker stereo.
24:17
Hey, how about a three-tone car?
24:19
White top, actually four tones.
24:23
Black colors, red line.
24:26
And they got some vinyl on the side, it looks like.
24:30
Man, that's five colors.
24:31
And it looks chrome-ish down here at the very bottom.
24:33
Look, really chrome at the bottom.
24:35
That is not my style.
24:37
I'm not in, like you know now black roof is becoming,
24:41
I don't understand.
24:42
I think it looks so dumb, but man, nothing yet.
24:48
So now that you pointed it out,
24:50
I don't know why I didn't notice
24:51
it had five different colors on it.
24:53
I also don't really appreciate that,
24:54
but like when you see cars that have like,
24:56
who made it popular?
24:56
I think it might have been Nissan for like a consumer car
24:59
where it might have been the kick actually,
25:01
where it was like a white or a black roof
25:03
and then the car was like a different color.
25:04
Honda did it too, I think with the HRV.
25:06
And I always get people that say
25:07
that I should black out my roof
25:09
so that it follows the sunroof
25:11
because I got the panoramic roof
25:11
and it's kind of black with the glass.
25:13
And then you should just do the rest black.
25:14
I'm like, I don't like that.
25:15
I don't think it looks good.
25:15
I don't like it either.
25:17
I never, two-tone, I'm not saying it can't work.
25:21
It's just very rare when it looks really good.
25:25
It's one of those things when you go,
25:27
you see this like in the C10 world
25:28
where guys will have like that Tiffany blue color
25:31
and then they have that white,
25:33
but you gotta remember that the roof on a two-door C10
25:37
isn't very big, so that's why it looks good.
25:39
The bigger your roof gets,
25:40
I think it looks a little worse.
25:41
And look, there's some carbon fiber roofs,
25:44
obviously that I think look good.
25:45
You can replicate that now with high-grade PPF.
25:50
But I don't like the two-tone.
25:53
It's just something you like or don't.
25:56
Right, that's as simple as,
25:58
it's like if you like white walls,
26:00
you just like white walls.
26:02
Or, that's a very 90s thing, right?
26:04
So, speaking of two-tone,
26:06
you had like the, and this is such a Mexican thing
26:08
so I could say it, I guess,
26:10
the two-tone color where it's not like two solid colors,
26:12
it's like it blends, right?
26:13
You have the gradient on the cars.
26:15
Yeah, I'm gonna have to stay out of this
26:18
because the token white guy on this show,
26:20
I'm not sure I'm allowed.
26:21
It's so funny where that's just like a cultural thing
26:24
that everybody's like, yeah, not totally.
26:25
Well, it's just like if you look at the Houston market,
26:28
they're big on the camo wraps.
26:31
Like, dude, they're camo wrapping Tesla Model Ys.
26:34
You think that everybody's like showcasing a new car
26:36
that hasn't come out yet,
26:36
that's how much camo you see around you.
26:38
Like, who do you work for?
26:41
They love the hand-laid camo wraps
26:44
where the rapper is like, you know,
26:46
the wrap guy is laying all these different pieces
26:49
and they're like, man, nobody's ever,
26:50
it's like, no, we've done that, man.
26:52
Like, your Model Y doesn't need a camo.
26:54
I just saw one, one of my buddies text me, I go,
26:57
damn, they're just going down with the ship.
26:59
They've been doing that for the better part
27:01
of like five, seven years now.
27:03
Yeah, actually longer.
27:04
I remember going to, so I'm sure everybody
27:05
had these all around the country,
27:06
but when Paul Walker died,
27:08
there was like the huge, you know, Paul Walker Memorial
27:10
kind of like car show thing.
27:11
And I went to this huge one in downtown Houston,
27:13
it was on this big parking garage.
27:15
It was like a dozen stories of just like cars.
27:17
And there was a ton of those.
27:18
This was, I mean, think about it.
27:19
I don't know when he's escaping me,
27:21
but it's gotta be at least 10 plus years at this point,
27:23
And even then I was like, I don't get this camo thing.
27:26
I just never really got the look of it.
27:29
Hey, people love it.
27:31
By the way, they're still doing it.
27:33
They're still doing like TikToks of,
27:35
hey, watch me wrap this camo Model Y.
27:38
I'm like, I don't know, man.
27:40
I think this is probably running its course,
27:42
but only in Houston, man.
27:43
I see the craziest stuff on TikTok or Reels
27:46
has gotta be Houston.
27:48
I mean, I just don't think it's close at this point.
27:51
When it comes to car customization,
27:53
it's the wildest place in the world.
27:56
Yeah, I was gonna say, I was gonna say.
27:57
I still see a lot of Florida stuff around like,
28:00
Yeah, well, Florida.
28:02
I know you never listened to the Stern Show,
28:04
but he used to do this segment, Florida or Germany.
28:07
I've seen a clip of it, but I've never,
28:09
I'm not familiar with the whole segment.
28:10
So they would just read the craziest stuff
28:12
and they'd go Florida or Germany
28:13
and they'd go around and everybody would answer.
28:15
There was somebody that was like a documentarian guy.
28:19
Billy, was it Billy Corbin?
28:20
Billy Corbin, Corbin.
28:21
Not the Smashing Pumpkins singer, but the other guy.
28:25
And he, I used to follow him on the early days
28:27
He would just post the craziest stories
28:28
and it was like a running joke for like a decade.
28:30
He's like, only in Florida, only in Florida.
28:37
All right, he got a bit of a palate cleanser here.
28:39
So I'm sure you're familiar with Jay Leno's.
28:42
I think it's a 94, F1, his McLaren.
28:45
Right, that thing is awesome, right?
28:46
There was a clip that's going around
28:48
and I don't know if it's from this year.
28:50
It looks like it's pretty new.
28:51
Is this the one he took to McDonald's?
28:52
It's the one he says that he took to McDonald's.
28:55
What a baller move.
28:56
Dude, I know, right?
28:56
You take your F1 to McDonald's,
28:58
you deserve straight to heaven.
29:00
Now you're just like,
29:01
hey, I'm driving this thing around.
29:02
Straight to heaven.
29:03
That's the fast food joint
29:04
that lets you know you're one of the regulars
29:06
is like, I took it to McDonald's.
29:08
Hey, and then if you're the CEO of McDonald's,
29:10
you just go on TV and complain
29:12
how the customer's not buying your cheap products anymore.
29:14
They're like, I don't know what's happening.
29:16
It's like, I don't know, man.
29:17
Have you seen an in and out line?
29:19
Like, for those of you that don't live near an in and out,
29:22
buddy, the economy for burgers is doing just fine
29:28
Hey, here, I want to play this for you
29:29
and I'm going to try not to blow your eardrums.
29:30
Let's make sure that it plays correct.
29:35
If I gave you $1.5 million for this car right now,
29:40
I'm pretty sure the check would clear.
29:43
Well, that would be a, what?
29:45
I guess a 3% deposit.
29:49
The last offer I got for this car was 20 million.
29:51
Oh, I think they're worth quite a bit more now.
29:53
One just sold for 24 million.
29:55
I mean, you know, it gets a little ridiculous.
29:57
And in some ways I don't like it
29:59
because I don't sell my cars.
30:02
But when I got this, I used it as a car.
30:04
I went to McDonald's and parked in the parking lot
30:07
You know, I could use it.
30:08
Now it's so valuable.
30:09
Anything you do is a house.
30:11
You know what I find interesting now is,
30:13
like the Kuntas 50th anniversary, $3 million,
30:18
the new Bugatti, $4 million,
30:19
like the price of cars has become crazy.
30:23
But I think people probably said
30:25
that when they were 100,000.
30:27
Pretty cool, right?
30:30
I think Jay Leno is the ultimate car guy.
30:34
I think he's proven it.
30:36
I think he's interested in everything.
30:38
I think this is how more people should be.
30:41
You know, not meaning like what you can buy.
30:42
But you know, we see it in our comments.
30:44
Other creators will tell you the same thing.
30:47
Guys are so territorial over what they like.
30:50
You know, I'm a Ford guy.
30:51
I'm a Chevy guy on it.
30:52
It's like, guys, watch Jay Leno.
30:56
Okay, Jay Leno is the guy.
30:58
Forget what he can buy
30:59
because he would still be talking about cars this way
31:02
if he couldn't buy them.
31:03
Okay, that's what I want people to realize
31:05
is like the least interesting you can be
31:09
is what we see out of our Toyota content.
31:14
You know, where everybody just wants to say
31:17
it's the best car ever built.
31:18
It's like, guys, it's not this serious.
31:20
Like you're allowed to like other stuff.
31:22
You're allowed to say that something might be
31:24
a little overpriced in the moment.
31:26
We all understand they're dependable.
31:29
You know, Ford truck guys that say Chevy's are crap.
31:34
What does Jay Leno,
31:35
what would Jay Leno do?
31:36
Well, I'm gonna get a bracelet that says
31:38
what would Jay Leno do?
31:40
Yeah, because isn't it just more interesting?
31:43
Isn't it just more interesting to be like,
31:45
hey, I got this steam engine car.
31:48
I got this, you know, McLaren.
31:50
I got this Ford GTD.
31:52
I got, he has paved the way,
31:56
I think for people like myself
31:59
and you and a lot of listeners
32:01
would just go, hey, guys,
32:04
this is the thing in this whole thing.
32:07
And by the way, it's way more fun.
32:10
It's way more fun just to be like, yeah, man,
32:14
Like, yeah, man, I'm not into it.
32:16
I've always told people this.
32:18
And I think I've said this podcast.
32:19
One of the best car shows I ever used to go to
32:21
was a lowrider show.
32:22
I'm not into lowriders.
32:24
But I can tell you this,
32:25
it was a hell of a lot of fun
32:26
to go through and listen to all the work
32:30
But how many people wouldn't go to a show like that today?
32:33
Like they just wouldn't go.
32:34
It's like, well, I'm not into that.
32:35
It's like, well, that isn't really,
32:37
to me, being a car guy.
32:40
It's like, I'm not into vintage trucks or muscle cars,
32:43
but I've been around a shit ton of those shows
32:45
and I can still respect the things that go on.
32:48
You don't have to be your favorite thing.
32:50
And you don't have to be some like,
32:52
you know, pompous guy about something you like.
32:56
It's just not that big a deal.
32:57
And I see this in all kinds of content.
32:59
You go, dude, what a boring way to be in the car.
33:02
Cause then you go the opposite side of the spectrum, right?
33:04
You have the Toyota fanboys
33:05
and people that are really fanatical about it or Chevy GM.
33:08
And then you go like, we did the clip on the Aston Martin,
33:11
you know, and people are like, oh,
33:12
you're polishing up a pile of shit or whatever it was.
33:14
It's like, dude, you read that and I'm like,
33:16
I kind of feel bad for trolls like that.
33:17
Like you're probably having fun doing this,
33:19
but I feel bad for people like that.
33:22
Yeah, because it's still an unbelievable car.
33:24
And the thing that those people don't realize is
33:26
there's a lot of Ford crossover parts
33:29
to that specific vehicle.
33:31
Not as much to maintain as you think.
33:33
Now, I'm not saying it's reasonable, okay?
33:35
Which we said in the clip,
33:37
we know this would be a big risk,
33:39
but I had a guy be like, well, you know,
33:41
I would just buy a Type R.
33:42
It's like, well, buddy, if I'm buying an Aston Martin,
33:43
I'm not looking at Type R.
33:45
Not really cross shop in those two.
33:46
That's not cross shop.
33:47
You know, it's like when people go,
33:49
well, instead of overpaying for that Porsche,
33:51
you should just get a Fiesta ST.
33:54
It's like, well, buddy, those aren't the same shopper.
33:56
Well, well, then again,
33:58
it depends maybe I might cross shop those.
34:00
Yeah, but here's the funny part.
34:03
You respect both cars.
34:05
Right, where it's like, everybody has this.
34:08
If I'm into JDM, I think every Euro car sucks.
34:11
Or if I'm into Euro cars, I think JD,
34:13
it's like, guys, I just think that's boring.
34:16
It's like, why can't we just shoot the shit
34:18
And I think that's really the basis of clutch culture.
34:21
It's like, that's what we believe.
34:22
It's like, that's why you look at a guy like Jay Leno
34:25
and you go, here's a guy with all the money in the world
34:29
to do what the ultimate car guy should do.
34:32
And then you have people that have the money like Jay Leno
34:35
and all they buy is Ferrari.
34:37
All they buy is Porsche.
34:40
It's their money, right?
34:42
But I go, wouldn't you rather be Jay Leno?
34:45
And honestly, right next, right under him,
34:47
I mean, you can put Seinfeld in there,
34:48
but again, that's probably like a whole other level.
34:50
I was gonna say Jason Camisa,
34:51
just because of the way he talks about cars
34:52
and he's either talking about his old BMW
34:54
or is like Gen 1, you know, GTI
34:57
or whatever it is, his hatchback.
34:59
And he talks with it with so much knowledge,
35:01
so much enthusiasm.
35:02
He does stuff to him, he drives them
35:03
and he has an appreciation for all cars.
35:05
And it's funny how these huge, you know,
35:07
almost to some people larger than life personalities
35:09
can have that perspective.
35:10
And yet you're just gonna shit on it anyway
35:12
because I guess it's just more fun to them.
35:14
I don't know, it's wild.
35:16
And I think the cool part to me,
35:18
it seems like as Jay Leno's gotten older,
35:20
which by the way, having dealt with collectors,
35:23
they can get very strange and like very closed off
35:26
with their collection.
35:27
This dude's like, bring camera crews, come in.
35:31
Come have a day, come be a part of this.
35:34
Like, I think we all can learn a lot from this dude.
35:36
And I don't think everybody has, right?
35:38
I think everybody admires his car collection,
35:40
but misses the point that I think is the greater point,
35:43
which is this dude owns everything.
35:46
He is not, I think his Ferrari take
35:48
is the stupidest thing I've ever heard.
35:50
And by the way, I would say this to him
35:52
over a drink, I'd be like, you buy Porsches,
35:55
but you're mad about the allocation process of Ferrari.
35:58
I've stated that before.
36:00
It's a completely unbalanced opinion.
36:03
He's allowed to have it
36:04
and you're allowed to bust his balls about it.
36:06
But you're also able to go, dude, this guy owns
36:09
so much cool stuff that by the way,
36:13
some people, it doesn't have a ton of value.
36:16
He's not buying everything for value.
36:18
He's like, I'm just a car guy.
36:19
Here's what I'm interested in.
36:21
You know who else is kind of like this,
36:22
but he got kind of into the Paul Newman stuff was,
36:27
Yeah, Corolla is kind of a car guy.
36:29
I mean, he's kind of gone into specific,
36:31
but he's another guy that just kind of,
36:33
you could shoot the shit with about cars.
36:35
And I think a lot of our crowd,
36:36
if we could pass on anything,
36:38
because we have been talking about this
36:40
so long in our life,
36:42
one of the things I want to get across is
36:44
you become really boring to hang out with
36:48
if it's everything sucks, except for what I like.
36:52
I just don't think that's fun to hang out with.
36:55
And by the way, that is more and more
36:56
how the car culture has become.
36:58
Yeah, which is why I'm considering
36:59
how much access you have to other perspectives
37:01
and other cars and other type of car content,
37:03
especially on YouTube.
37:04
I actually wanted to bring this up
37:06
somewhere in passing on the show
37:07
where I've seen some of the creators
37:08
that have been on for 10, 15 years
37:10
openly talk about how they've had to change
37:12
their content strategy because the platform's
37:14
just different, the attention spans are just different.
37:16
So when you used to get really good,
37:18
like there was a formula to early YouTubers
37:19
and a lot of people listen to this will know,
37:21
like you'll have a really good cinematic intro
37:23
to a video with the shots of the driving
37:25
of just kind of panning around the whole thing
37:27
with good music, good cuts,
37:28
and it would lead into them driving it
37:30
and then them talking about it.
37:31
And then kind of like, I guess Savage Geese
37:33
kind of still does it that way,
37:34
but they haven't been around for 15 years.
37:36
So these other OGs, even though they might be young,
37:38
like in my case, they're in their 30s, some of them,
37:40
and they're just like,
37:41
look, attention spans aren't there.
37:42
It's not worth the money.
37:43
It's not paying what it used to.
37:45
If I want to keep doing this, talking about the cars,
37:47
you know, driving some of them,
37:47
showing you guys impressions and opinions about it,
37:50
I have to adapt to the time.
37:51
And what's funny about this podcast is that
37:53
we've done it slowly and consistently
37:55
and in a way that is just authentic to our interest
37:57
and we haven't gone all out in one direction.
38:00
Like we're just gonna do really good cinematic,
38:01
you know, build projects
38:02
because take it from the people doing it 15 years,
38:05
Like you got to do it slow methodical
38:07
in order to entertain and bring value.
38:09
Otherwise you just can't do it.
38:11
Yeah. And I think also slow methodical
38:14
is actually authentic.
38:16
Because it's how a regular person would do it.
38:17
Yeah. That's how you guys would be.
38:19
That's how any of us are.
38:20
Nobody just jumps in and has 25 different parts delivered
38:25
out of the blue and starts wrenching on a car.
38:28
And again, some of this stuff, you know,
38:31
to kind of give people inside baseball of our opinion,
38:35
also people not being authentic about being paid,
38:38
I think has started to make a lot of people uncomfortable.
38:42
Like, hey man, you should let people know.
38:44
And I think some creators are doing a great job
38:47
of saying, hey, this was donated by so-and-so
38:50
and whatever, but there's other creators
38:51
that have basically for 10 years kind of acted
38:54
like that wasn't happening.
38:56
And now it's hard to reverse course, right?
38:58
And I've always used the example.
39:00
None of us cared that Michael Jordan
39:02
was being paid by Nike.
39:03
Might as well just tell people.
39:04
People really don't care.
39:06
You know, they just want to see stuff.
39:07
You know, Steph Curry wears under armor
39:09
because they pay him.
39:11
I mean, I know athletes sponsored by people
39:13
by huge companies like Nike and Adidas
39:15
that go, the stuff they send me is horrendous
39:18
and I hate it, but they still wear it
39:20
because they're getting a check.
39:22
And at the end of the day, I think some of this stuff,
39:25
and I'd love to hear from our people about this
39:28
is through email or whatever,
39:31
I just think now we're in this different world
39:34
where you go, the reason Jay Leno worked
39:37
because that's who Jay Leno was, right?
39:40
And to see that I think is cool
39:42
because a lot of these people are playing characters
39:44
and I don't think you guys are driving
39:46
with that much anymore.
39:47
No, that's a very good point.
39:48
And Leno's character, literally it just works out
39:50
that it's him, whether it's on The Tonight Show
39:52
or whether it's on YouTube, like that is that guy.
39:54
It's really cool to see.
39:56
Yeah, and the crazy part is like all this stuff he owns,
40:00
he's like, I've never spent Tonight Show money.
40:02
That is such a crazy fact about that guy.
40:05
If it's true, I mean, this guy's gotta have more money
40:07
than anyone's ever gonna know.
40:09
Like no one's ever gonna really know.
40:10
Speaking of who can buy Rivian,
40:12
Jay step up to the plate, stroke the check.
40:14
That's true, but I think he's trying to go the other way
40:16
with like Leno's all it's like, look, let me keep my,
40:18
first give me my internal combustion
40:20
and then I'll go over here and buy this Rivian company.
40:21
Hey, I'm just saying things we can buy.
40:24
Okay, I'm just saying, like let's buy some stuff.
40:27
Okay, all right, let's go, that's buy some stuff actually.
40:29
If you were to buy an EV company today,
40:32
Not just because of who they are today,
40:33
but who you think you might be able to turn them
40:34
into, who's doing it right?
40:38
Just because I think Rivian's consistent.
40:39
It's not that they necessarily are the best
40:41
at everything, they have a mission,
40:44
they've stayed true to it.
40:45
I think their CEO really, again, restored cars.
40:51
That was like a thing in his life.
40:54
It doesn't, again, for all of us,
40:56
would I buy an EV company if I could buy a car company?
40:58
Of course, none of us would pick that
41:00
as the first thing to buy, okay?
41:01
Don't get it twisted.
41:02
I don't want you guys losing your mind, okay?
41:04
But yeah, EV company, they're doing it really well, man.
41:07
I mean, their stuff's nice.
41:09
They seem to be on a path that at least
41:13
you can see some light at the end of the tunnel.
41:15
They're not hugely profitable or anything like that,
41:19
but I tend to have respect for companies,
41:22
which I think we talk about all the time,
41:24
that just stay true to themselves,
41:26
which is what makes a BMW or what you see
41:30
coming out of your favorite manufacturer.
41:31
Sometimes you go, God, that's just nothing
41:33
like what anybody likes.
41:35
You know what I mean?
41:36
I love the people that were in the comments
41:38
talking about how there's no such thing
41:40
as range anxiety anymore,
41:41
like nobody really gets range anxiety anymore.
41:43
I was like, damn, dog, you got some big brass balls
41:51
one of the things is if that's what the manufacturers know
41:55
is what's holding them back
41:56
because they've done a billion surveys
41:59
of their dealership groups, of the actual end consumer.
42:03
I mean, just assuming you know more than the data
42:06
is the craziest thing in the world.
42:08
I love how matter of fact,
42:09
people can be in our comments too, like, no, wrong.
42:11
I love when people start with that's wrong
42:13
and then go into some fucking weird take about it.
42:16
I will say this, like, there's no doubt,
42:19
I think we're gonna get to a point
42:20
where range anxiety really shouldn't be a thing.
42:23
And it really shouldn't be a thing
42:24
driving around town at this point
42:25
if you can charge it home, which is what we've said.
42:29
But everyone has to understand
42:33
that just like in the political realm
42:35
and most things now,
42:37
the opposite ends of the spectrum
42:38
are screwing up the conversation.
42:41
The far left of the EV conversation
42:44
and the far right of the EV conversation
42:45
is completely screwing up the conversation.
42:48
It's a complete disappointment.
42:49
It's the craziest thing I've seen in my career
42:52
of how much everyone's muddied the water
42:55
when there's always just been
42:56
a common sense approach to EVs.
42:58
Hey, man, if you're in downtown Los Angeles,
43:00
if you have to commute Los Angeles,
43:02
EV, pretty nice because that is crap.
43:06
I mean, Houston, you know this.
43:09
If you have to drive Houston at rush hour both ways,
43:13
an EV, probably pretty good investment for you.
43:17
Doesn't mean you have to do that,
43:19
but I just, I think it's such a,
43:21
it is the craziest thing I've seen in my time.
43:24
And I think both ends of the spectrum
43:25
of this conversation have screwed up
43:27
the conversation for everyone else
43:29
that it's not even enjoyable.
43:31
Yeah, can we just go back to the days
43:32
where like people were saying,
43:33
like if you bought a convertible, you're gay,
43:35
that kind of stuff.
43:35
Like those are way more fun conversations.
43:38
We do not accept Cabrio-Lay slander on this podcast.
43:44
We are fans of the craziest Cabrio-Lays
43:47
that have ever been built.
43:48
So how dare you Rob?
43:50
I dare, I dare, I dare.
43:52
The Nissan Murano Cabrio-Lay, the Evoke Cabrio-Lay.
43:56
Which by the way, there's this guy,
43:58
some company is like modifying G-Wagons
44:02
and they're turning them into Cabrio-Lays
44:03
and they're trying to sound like,
44:04
oh, you've never seen anything like this.
44:06
Yeah, but they built them.
44:07
Yeah, what are you talking about?
44:08
I've never seen things like this.
44:09
They actually built them.
44:11
They felt like they were like of revolutionaries
44:14
Oh dude, their promo video on TikTok, I go,
44:17
did they not research that they'd already done this?
44:21
Actually, Mercedes did this.
44:23
This wasn't a shop.
44:24
Mercedes built this, my guy.
44:26
They already did it.
44:28
They just have an example in the corner
44:29
that you never see that's like,
44:30
that's what their inspiration is being brought from
44:33
They're like taking the top down and go,
44:34
you've never seen anything like this.
44:35
It's like, no, we have, from Mercedes.
44:37
Dude, that's so funny.
44:38
Let's get in some listener questions
44:40
before you wrap up with another story or two.
44:42
Luke writes in and says,
44:43
hey guys, I was detailing my wife's car this weekend
44:45
and I grabbed the key fob to move it.
44:47
Notice it was gunked up from normal use.
44:49
Do you recommend a key fob cleaning every once in a while?
44:52
What hyper clean product would you recommend?
44:54
If so, thanks, love the pod.
44:56
Always, always clean up.
44:57
Those things get funky.
44:59
They get funky, hyper clean revive.
45:02
It's just a simple, nice interior cleaner.
45:05
It has some power, no danger to any buttons
45:07
or anything like that.
45:08
It doesn't have any harsh chemicals,
45:09
hyper clean revive, clean that thing up.
45:12
The most forgotten thing is the key fob.
45:14
Dude, I was looking to see if I had my pocket, Luke.
45:16
I honestly have never thought about cleaning it
45:18
with a cleaning product and I have some.
45:19
I guess you just dirt my gird over there.
45:20
Dude, dude, dude, you don't want to know
45:22
what this thing looks like.
45:23
It's gonna be like this.
45:24
I don't know why I get sick.
45:25
It's like, I don't know, man.
45:26
Why don't you look at that key fob?
45:27
I don't want to say anything
45:28
because last time I said I don't X, Y, Z.
45:30
I got X, Y, Z, so I'm just gonna be like,
45:31
yeah, I guess I'm a dirty guy
45:33
that might get sick from this fucking key fob.
45:35
I need to clean it.
45:36
The craziest part to me,
45:37
so the GTD stuff has been going around.
45:40
People have been reviewing it, which I think is cool.
45:42
It's a car not a lot of us are gonna drive
45:45
or see or whatever.
45:45
So I kind of like when they do these little press tours
45:48
and people review them.
45:50
The wildest thing is, they just used an F-150 key.
45:55
They showed the key fob, I'm like, all class, Ford.
45:59
You can get this key fob on your Expedition,
46:02
on your F-150, on your Raptor.
46:05
Pay 400 grand for this car with all the options.
46:08
Check out the key fob.
46:09
And I'm sure they have upgraded key fobs, but in-
46:12
They probably don't.
46:13
They probably don't.
46:17
Dude, I don't know why I thought it was gonna be
46:18
like at least a Porsche level
46:20
or even like a Pagani, something cool
46:22
and special looking.
46:23
Yeah, by the way, it might be when it,
46:26
I don't know, the one that they have on the press tour.
46:30
If you look at the key fob, I'm like,
46:32
so is that open your Raptor door?
46:34
But why would you give the press the crappy one?
46:35
The press needs the cool one.
46:38
Ford, what are you doing?
46:40
And by the way, what a psycho you have to be
46:43
to like keep rewinding the video.
46:44
Like I was like, tell me that's like a Ford Raptor key fob.
46:49
You're just scrubbing it back and forth on the short.
46:51
It's so hard to scrub sometimes too.
46:53
Like you're trying to drag it.
46:54
Five or six times and like you gotta be kidding me.
46:57
All right, Will writes in,
46:59
this one was a bit of a long one,
47:00
but I'm just gonna sum it up.
47:01
Disagreeing on the average person's ability
47:03
to go into an FNI office, aka the box
47:06
and actually negotiate to a level
47:08
where they're not gonna get screwed over.
47:11
Because you're, because as Will said,
47:12
not everybody's Nick, you've spent the better part
47:14
of your working life in this world.
47:15
Most people cannot handle the pressures
47:19
I think he has a point.
47:21
I do wanna hear that point,
47:23
but I also think people had not heard
47:26
the common sense approach enough.
47:29
Now you can make an offer over email.
47:30
You can make an offer over text message.
47:32
You can make an offer over the phone.
47:35
You can do a variety of things
47:37
that keep you out of that FNI office for very long.
47:40
Again, you're gonna have to go probably
47:41
for most people sign the paperwork.
47:43
You can also sign the paperwork over email, right?
47:46
So if you are that nervous about the FNI office,
47:49
I think there are ways to get around that,
47:52
People get in the FNI office and their problems get sweaty
47:55
and they listen to what Jim Bob,
47:58
the finance manager's telling them.
48:00
And I understand that, but also we've given the tools of,
48:05
hey guys, this is what I want out the door.
48:07
Take it or leave it.
48:09
And to say people aren't capable of doing that,
48:12
I understand that, but at some point,
48:14
if you're 35 years old,
48:16
should you be able to look at another person and go,
48:18
this is what I'm willing to pay.
48:20
I'm not gonna add anything on.
48:22
I think we also, what I wanna do is
48:24
I wanna hold all parties accountable, right?
48:27
Because just holding the dealership
48:29
or the manufacturing accountable
48:31
has not worked well for the consumer, okay?
48:33
Because you're not gonna hold them accountable all the time.
48:37
We can talk about that.
48:38
I don't agree with dealership tactics.
48:40
I don't agree with the things that went on
48:41
during COVID or whatever.
48:43
I can say that or we can empower ourselves to go,
48:47
hey, let's also understand the consumer
48:50
signs the documents, right?
48:52
And how do we get ourselves into a better position?
48:56
I know that people are very nervous in those FNI offices.
48:59
And everyone's right to say,
49:01
these people are good at what they do, right?
49:04
They know how to get money out of your pocket.
49:07
But also if you stop engaging,
49:10
they're not going to keep pushing.
49:13
Like especially new age guys,
49:15
they don't have that sales dog
49:17
in every dealership that they used to have.
49:19
Trust me when I say this.
49:21
They don't have those.
49:22
Those aren't just running around anymore.
49:24
They're some of them.
49:25
Yeah, they don't have Jordan Belfort's
49:27
everywhere in every office.
49:28
You know, they don't have the Wolf of Wall Street
49:30
Those days are gone.
49:31
Those people are selling medical devices now.
49:34
They're selling pharmaceuticals.
49:35
They're making way more money
49:36
than they would have made at the dealership.
49:38
Well, I think that was a really good answer by Nick
49:39
and I want you to appreciate the fact
49:40
that when I heard a palm just sweaty,
49:42
I didn't immediately go mom spaghetti
49:43
because I really wanted to interrupt you
49:46
You had to just hold yourself back.
49:47
The brain sometimes just wants to take over.
49:49
He did follow up by say, OK, rant over.
49:51
Separate question, please.
49:53
For the love of God, explain the takeover culture
49:56
and why these kids are willing to get hit by cars
49:58
and get spinal injuries.
49:59
And worse, I've seen some crazier things.
50:01
I've gotten to the point where I'm like, bro,
50:03
you got to stop sending me this many of these videos
50:05
because I'm seeing things in these videos
50:07
that I haven't seen in horror movies.
50:09
Yeah, I agree with you.
50:10
And explain it, I think, is a good word
50:13
because a good couple of words, I don't know.
50:16
I think it's the cornea.
50:17
But again, it is for the Graham.
50:24
And I kind of feel I'm more compassionate about this
50:29
for the younger crowd because I think everybody thinks
50:32
they're going to make a ton of money on the internet
50:34
and on social media.
50:35
And they think if I have a viral moment,
50:38
this is going to set me off.
50:40
And I think they've been raised a lot of people
50:43
that are now 15 to under 30, 28, 29,
50:47
they've been raised in these viral moments.
50:50
Our viral moments used to be Vine.
50:52
Remember Vine back in the day?
50:54
Like Vine was huge, right?
50:56
But it was snippets.
50:57
It was you had to do something quickly.
50:59
Like seven seconds, yeah.
51:00
Now these guys can run something for two, three minutes,
51:05
They think they're going to get their face out there.
51:06
They think that's going to lead to some type of brand deal.
51:09
I don't know why they think that,
51:10
that they're getting hit by a car,
51:12
like that Michelin's going to call them and go,
51:14
hey, we saw you on this video.
51:17
But I'm telling you, I think that's the basis of it,
51:20
I kind of compare it to just like every chick
51:21
on Instagram thinking that only fans are going to be like,
51:23
hey, we'll pay you for that butthole
51:24
if you just keep showing it online.
51:25
You know, like, why is that?
51:27
We are definitely going to get banned by the people.
51:30
No, no, that's only in the first five minutes.
51:31
We're good after that.
51:32
After five minutes we're fine.
51:33
So I will say, I think it's so corny.
51:37
I think of what most of you listening think of it.
51:41
It's dangerous for no reason.
51:44
At least you know why Travis Pastrana is jumping a car
51:47
or jumping his bike because he's like,
51:49
I'm going to make a lot of money off this
51:50
because I'm going to be a stuntman.
51:52
I don't know what these people think.
51:54
You're not going to be famous
51:55
getting hit by cars at takeovers.
51:57
No, that's going to be your last takeover car event ever.
52:00
It's for most of them, unfortunately.
52:02
It's such a good question.
52:04
And it's like anything else, this will die down.
52:08
At some point, this will just become something
52:10
we talk about, I mean, shutting down big,
52:14
major streets for racing was this massive thing
52:19
for the better part of five, seven, eight years
52:22
in the fast and furious days.
52:23
Streets closed, pizza boy.
52:25
Yeah, yeah, yeah, and here's the deal.
52:27
I realize that that still happens.
52:29
Okay, I'm not saying it doesn't,
52:31
but that was like what people were doing.
52:34
There was all kinds of arrests.
52:35
This is just one of those things
52:36
that's hung on longer than we all thought.
52:39
But it'll fizzle out, but it's super corny.
52:43
Yeah, it's unfortunate because we used to have,
52:44
like you said, the best car show was just like a low key,
52:47
low rider show, go have some, have a coffee
52:50
or a drink or whatever and see some cool cars.
52:52
Everyone's chill, usually a family event.
52:54
And now you got this going on,
52:55
like what happened in 10, 15 years?
52:58
Yeah, dude, it's the downfall society.
53:01
It's the downfall society.
53:02
We're in a civil war.
53:03
I'll tell you what, I'll tell you what,
53:05
you're telling me that at the age of 35.
53:08
The last couple of weeks have been wild.
53:10
They have, and again, this is for an after hour show
53:13
that's gonna be created in year two maybe
53:15
where Nick and I just go off the rails
53:17
talking about, you're telling me that in 2026,
53:20
the world's gonna end.
53:21
You're doing all these voices of all the different people
53:24
A thousand percent.
53:24
And just so we're clear, we're equal opportunity here.
53:26
Oh yeah, yeah, yeah.
53:27
I make fun of everyone.
53:28
Also, I talk like that because I grew up
53:30
Those are still my best friends.
53:31
It's the same five guys that I grew up with
53:33
and they all talk like that.
53:34
That's how I grew up.
53:36
That's a Mexican that is trying to tell us
53:39
why you should be racist against white people
53:41
I'm not gonna buy it.
53:43
As a token white guy, I'm putting a stop.
53:44
Well, in today's world,
53:45
That's offensive to me.
53:46
In today's world, I have more leverage in the world.
53:49
So what I say goes, I don't know if you know this.
53:53
Yeah, you're telling me for 40 freaking years
53:55
or whatever that guy says.
53:58
Have you learned anything like that
53:59
from people on the internet where it's like an interesting
54:02
or a fun fact about like a household good
54:04
or a car thing that you like never knew existed?
54:06
Dude, I see that stuff all the time.
54:08
And then when I come to do that thing,
54:10
I never remember it.
54:12
And then after I complete this task
54:13
that's like way hard to do that is there's an easier way.
54:16
I'm like, oh, dude, that dude did a video on it.
54:19
Why did I just struggle?
54:20
You're going to your like history.
54:21
Because here's the funny thing.
54:23
I got to put a new kid's bed together this weekend
54:28
You already know everybody out there,
54:31
it could be a bed for yourself.
54:32
It could be a bed for your kid, whatever.
54:34
Everybody knows the dread looking at that box all week.
54:40
Guys listening and the one gal listening.
54:43
I'm on my operation desk here where everything's set up.
54:45
Behind me has been my second desk for three, four months,
54:49
going on four months.
54:51
I have not taken a single thing
54:52
out of this box for my next desk.
54:54
I just, I can't do it.
54:57
It's a dread that there's no reason
55:01
to have this much dread about.
55:03
You are absolutely right.
55:05
Where you just go, God damn it, I don't want to do this.
55:08
You know, you're so right.
55:10
One of my favorite quotes to tell my wife or anybody is like,
55:12
look, there's no sense in being unreasonable.
55:14
I'm being unreasonable, but I put in his desk together.
55:16
I just can't help it.
55:19
Just to complete, by the way,
55:20
the amount of minutes spent dreading it
55:24
is like exponentially more than it would have just
55:28
There's no reason to get all worked up.
55:30
But you look at that box,
55:31
I was, it was in the front part of my house
55:33
and I walked by and I said, oh, I mean, just out loud.
55:36
I was like, oh, God.
55:37
You walk in and the first thing you do is, uh-huh.
55:43
I have no reason to dread it this much.
55:45
It's like, it's gonna be an hour, you know, hour and a half.
55:50
If it's a bad experience, which we've had,
55:52
maybe you get to a couple hours of, you know,
55:55
obscenities in your kid's room, right?
55:59
But I spent more time looking at that box this week
56:02
than it is gonna take to put the freaking thing together.
56:05
That is so funny, dude.
56:06
All right, we have to end on something
56:08
that we've talked about a few times
56:10
and I think most people appreciate this vehicle.
56:12
And that is the 2025 Ford Maverick, all right?
56:16
So more of a good thing essentially is what Ford's saying,
56:18
or at least car and driver's saying,
56:20
the 25 Ford Maverick gives you more of a good thing.
56:22
The updated Maverick keeps the momentum going
56:24
with an additional hybrid AWD and a lowered Lobo,
56:27
which we talked about the Lobo Street Truck all about.
56:28
Oh, that's all you.
56:29
Yeah, I don't like the way it looks.
56:30
I know what you're trying to do there
56:31
and I don't appreciate it
56:32
just because it's called the Lobo.
56:33
Okay, I don't like the Lobo.
56:35
I don't think it looks good, not my taste.
56:38
But I do like the blue though.
56:40
That blue and that Lobo truck was pretty dope.
56:42
I still don't know why we don't have
56:44
a cheaper version of this truck, man.
56:45
I know we've talked about it at Nauseam,
56:47
but this is the perfect car to like set
56:49
the whole car industry into a whole new direction.
56:52
I mean, Ford brought to you by Mexico.
56:54
That would be the number one reason why.
56:58
I think this is probably one of those things.
57:02
And I don't know that I'm right on this
57:04
because we'll have to see the sales numbers
57:06
at the end of this year
57:06
and the sales numbers for next year.
57:09
I think this thing kind of missed its pricing window
57:12
where it could have just dominated the market.
57:14
And I think that's somewhere between 22 and 28,000 bucks
57:19
for the top end packages, 28, bare bones, 22
57:24
And it's just kind of unfortunate.
57:26
I think for the people that are buying them
57:28
and still that's in your price range,
57:30
I don't think you can go wrong with that little truck
57:32
to get around town, I'm not saying that.
57:34
But it feels like they had a moment
57:36
and they couldn't produce when that moment hit, right?
57:40
And so now it just becomes another truck,
57:42
another option to buy.
57:44
And again, if you can buy a slightly used F-150
57:48
for around the same price,
57:50
I think people always end up bumping up
57:53
the size of the truck.
57:54
I think that's just the American buyer.
57:55
So the average XL back when these first came out,
57:58
I know they were advertised at like,
57:59
I think maybe 21, 22, something like that.
58:01
But they had 20, I mean, they had a flat $20,000 price tag
58:06
that I think lasted all of about seven minutes.
58:08
I was gonna say, yeah, because what it ended up selling
58:09
for more on the average was 25.
58:12
And that was still for like the bare bones ones.
58:14
And now here it's gonna start at 30
58:16
and it's gonna work its way up to 37.9.
58:20
Which means you're gonna end up in that 34 to $36,000
58:24
I don't wanna bang on them because they're doing something
58:28
that I don't think enough companies are investing in.
58:32
But all of the traction this could have gained
58:35
and they couldn't produce when they needed it
58:39
Again, this is why I always say
58:43
outsourcing looks good on the balance sheet, okay?
58:47
But I think without sourcing this to Mexico,
58:50
that caused them to lose their opportunity
58:52
to go gobble up a lot of the market
58:54
because they couldn't ramp up production
58:56
the way they probably could if this was in Detroit
59:00
or this was in Ohio or this was in Tennessee.
59:04
I just don't think they had the capacity
59:06
and that's where the balance sheet
59:09
of moving something to Mexico doesn't always pan out.
59:12
And I've talked to a lot of people much smarter
59:14
than me in manufacturing that always talk about that
59:18
that companies never know how to put that risk factor
59:20
and then the risk factor for Maverick actually
59:23
it actually happened, right?
59:24
And what happened was they couldn't produce.
59:27
At the time I think they could have just,
59:30
I think you could have seen a Maverick everywhere.
59:31
I mean, I think there was a time people
59:33
were looking for that cheap truck in the middle of COVID
59:36
if they could have ramped up production
59:38
and it was $25,000, there's no telling
59:41
how many units I think they could have sold at that time.
59:43
So because we talked about Maverick,
59:45
I gotta bring this one up as well.
59:47
Will the tiny slate truck become the next big thing?
59:49
So we haven't talked about Slate in a while
59:50
and as we land the plane officially here,
59:53
do you have any new revised thoughts on Slate,
59:55
that project, that vehicle?
59:57
Well, Slate, just like everybody said at the time,
00:00
I think even us, it was all based
00:02
on the $7,500 tax credit.
00:04
That's going away, I think in what, four days?
00:06
Yep, at the end of September.
00:07
That's done in four days.
00:09
I think Slate has a lot more questions than answers.
00:11
And again, to remind everybody what I said,
00:15
we have to see it get to production.
00:17
That was always the biggest hurdle.
00:20
It seems like they've kind of stalled out
00:23
with the fervor around the brand.
00:26
I heard a scout commercial, I tell you this.
00:29
I was listening to a podcast
00:30
and they paid for a scout commercial.
00:32
I'm like, is that right around my coin?
00:33
I thought that was like 27 or into 26 or something.
00:36
I think we said into 26 last time we brought it up.
00:40
I mean, that's kind of a random read to hear
00:43
as an advertisement on a sports podcast
00:46
I was listening to.
00:47
But I wanna see Slate push the other manufacturers
00:53
that's still my point of contention,
00:55
is that we all should root on Slate just so
00:58
maybe Toyota makes a move, Ford gets more aggressive
01:01
with Maverick, the Dakota comes back,
01:04
all this kind of stuff.
01:05
You know, one truck that's getting lost in all this
01:10
Well, because it's the size of an F-150
01:13
and costs us as much.
01:15
Yeah, I think Ranger's in an interesting perspective
01:18
because they kind of released Maverick
01:21
what the Ranger should have been.
01:23
They were gonna revive that name.
01:24
And I do see some Rangers around,
01:26
but this is kind of what Chevy's had
01:27
with the Colorado problem.
01:29
You know what I mean?
01:30
It's like, it just kind of exists, but it's too expensive.
01:32
So I think it's gonna be interesting
01:33
to see those type of things
01:36
and what happens as people want a smaller truck,
01:38
what happens to the Ranger and the Colorado
01:40
and that kind of thing.
01:41
Well, funny enough, I try to convince my wife
01:44
I drove them, we drove them.
01:46
It suited all the needs, like the outdoorsy stuff
01:48
that we do out here in Central Texas
01:49
and the traveling from time to time
01:51
and just having a bed that you don't have to go rent a truck
01:53
or we don't have anybody to ask.
01:55
And she just wasn't into it at the end of the day.
01:57
So we got the, obviously the Mazda,
01:58
but from time to time, she does say,
02:01
Nick's mentioned that Raptor before.
02:03
What if we get a Raptor?
02:03
It's like, how the fuck you don't want a Ranger?
02:04
We wanna go get a Raptor instead.
02:06
Now you're just bumping, see?
02:07
That's how it happens.
02:09
Hey, this Maverick is sensible.
02:10
Let's get a Gen 1 Raptor.
02:13
You can't make sense of it,
02:14
but I'm not gonna say no.
02:15
So if we find the right one,
02:16
we will let everybody know where
02:18
and if I don't get it, you can get it.
02:21
All right, ClutchCulturePodcast.com is the email.
02:23
Thank you to those that emailed this week.
02:26
We're gonna try to obviously make a segment.
02:27
We get to them all the time when we get them on occasion.
02:30
There's so much news that we don't get to them,
02:31
but ClutchCulturePodcast.com.
02:34
Nick is at HyperClean.
02:35
Nick, there's gonna be some really good,
02:37
really good content coming with that LX
02:40
in the near future.
02:40
We're working on one, two projects already,
02:43
and then there's a third one,
02:45
possibly even a fourth one already in the mix
02:47
for this fall slash winter.
02:48
So we're doing it steady Eddie style,
02:50
like most of you would,
02:52
and gonna have some cool conversations
02:54
to go along with the projects
02:55
because we're not just here's some parts
02:58
and we're gonna put on a vehicle.
02:58
There's a much more methodical process
03:00
to what we're trying to do.
03:01
And unless you wanna add anything to that,
03:02
Nick, I think that's all we got for them.
03:04
Yeah, we'll talk to you guys next week.