Ferrari Falls After Unveiling $640,000 Jony Ive Electric Speedster

法拉利发布64万美元Jony Ive联名电动跑车后股价下跌 法拉利推出一款性能未超越更廉价竞品且不限量的电动车型，恐将稀释其奢华传统与定价权。 在本期节目中，主持人们分析了法拉利备受争议的新车发布——由Jony Ive联合设计的售价64万美元的五座电动跑车Luce，探讨了其反响冷淡的市场反响、股价下跌以及相较于成熟电动汽车制造商的尴尬定位。他们还将法拉利的品牌战略与Waymo的供应链模式进行了对比，随后讨论了首届增强型运动会（Enhanced Games）转播的惨淡收场，该赛事未能吸引观众亦未呈现精彩场面。节目最后以听众关于超大剂量肌酸以及AI生成塔可钟（Taco Bell）口号的幽默评论收尾。 法拉利正式公布了与Jony Ive合作设计的纯电动跑车Ferrari Luce，售价64万美元，拥有1000马力。 (0:02) Ferrari Luce的发布引发了网络舆论抵制，并导致法拉利股价下跌5%至6%。 (0:02) Luce打破了传统的稀缺性生产模式，采取了与贬值严重的SF90类似的不限量、高定价策略。 (3:03) 尽管配备了超大电池组，Luce的续航里程却仅有330英里，并面临市场定位不清晰的问题。 (6:03) 快速贬值的风险持续困扰高端豪华电动车，这让Luce的长期转售价值面临危机。 (6:03)

TBPN hosts analyze Ferrari's controversial unveiling of the $640,000 all-electric Luce, arguing its unlimited production and uncompetitive specifications risk brand equity amid softening luxury EV demand. The program also examines the public debut of the Enhanced Games, which suffered a market sell-off after an unpolished broadcast failed to deliver athletic drama or emotional stakes. Ferrari Luce Pricing, Performance, and Market Backlash (0:02) Ferrari revealed its first all-electric production car, the Ferrari Luce, designed in collaboration with former Apple chief designer Jony Ive. Priced at €550,000 (roughly $640,000), the five-seat vehicle features 1,000 horsepower, a sub-2.5-second 0–60 mph time, a top speed capped at 190 mph, and an estimated range of 330 miles. Following the announcement, Ferrari’s Milan-listed shares dropped between 5% and 6%, reducing the automaker's market valuation to approximately $62 billion. The hosts argue the Luce enters the market with acute structural disadvantages. Its acceleration trails the significantly cheaper Tesla Model S Plaid by half a second, while its 330-mile range falls well behind competitors like the Lucid Air Sapphire, which exceeds 500 miles. Furthermore, positioning the Luce as an unlimited production vehicle replicates the strategy of Ferrari’s SF90—a model that suffered steep aftermarket depreciation. This pricing and production structure arrives as broader US demand for high-end luxury EVs continues a two-year cooling trend. Brand Identity Clash and Diverging Long-Term Strategies (11:46) Entering the luxury daily EV market forces Ferrari into competition against vertically integrated software leaders like Tesla, challenging the Italian brand's traditional reliance on mechanical heritage and tactile craftsmanship. Ferrari Chairman John Elkann defended the departure by stating the company sought to achieve what it previously could not, but the design prompted sharp industry pushback. Former Ferrari chairman Luca Cordero di Montezemolo publicly condemned the car, warning that the company risks destroying its legend and remarking that the prancing horse badge should be removed. Disagreement surrounds Ferrari’s future operational model. While collector TJ suggested Jony Ive's aesthetic could eventually anchor a higher-volume, Apple-like tier priced between $150,000 and $250,000, the show's hosts anticipate the opposite: Ferrari doubling down on ultra-high-margin combustion exclusivity for purists, supported by rumors of a stripped-down, non-hybrid 296 GTB. The hosts contrast automotive software challenges with Waymo’s supply-chain strategy, which sources basic hardware and battery packs from Chinese manufacturers while retaining all telemetry, perception, and software in-house to protect user trust. Enhanced Games Debut and Broadcast Deficiencies (18:10) The hosts review the inaugural broadcast of the Enhanced Games, noting that an uninspiring live product led to immediate viewer disinterest and preceded a sharp decline in the company's publicly traded stock. Despite years of publicity and going public prior to staging its first competition, the broadcast suffered from amateurish commentary, basic camera setups lacking specialized tracking or high-frame-rate slow motion, and a complete absence of graphical overlays contextualizing performances against official world records. The event exposed core conceptual flaws in the format. Enhanced athletic performance proved invisible to the naked eye, and no athletic records were broken until the night's final event. The hosts concluded that without national representation, patriotic narratives, or the evident dedication of traditional Olympic competition, the spectacle felt less like an elite athletic milestone and more like an unconvincing promotional funnel for generic dietary supplements sold through the organizer's website. While Ferrari must resolve whether electric grand tourers can sustain ultra-luxury pricing without traditional mechanical differentiators, the stumbling debut of the Enhanced Games highlights the difficulty of creating an enduring entertainment franchise on performance claims alone, absent broadcast polish and emotional resonance.

本期节目重点探讨了法拉利联手知名设计师Jony Ive推出的首款纯电动车型Luce所引发的市场震荡与品牌危机，并评述了主打允许使用兴奋剂的增强型运动会（Enhanced Games）在商业直播首秀中的惨淡表现。节目主持人指出，法拉利Luce在定价、性能与消费受众上面临严峻脱节，而增强型运动会则因制作粗糙且缺乏竞技精神内涵而遭遇市场冷遇。 法拉利首款纯电车型Luce引发市场震荡 (0:02) 法拉利正式发布了旗下首款纯电动车型Ferrari Luce（意为“光”），由前苹果首席设计官Jony Ive及其设计团队LoveFrom操刀设计。该车采用全玻璃车顶与五座布局，起售价高达55万欧元（约合64万美元）。新车发布后在网络上引发激烈反弹，并导致法拉利在米兰上市的股票下跌5%至6%，公司市值回落至约620亿美元。从性能指标来看，尽管Luce拥有1000匹马力且0至60英里/小时加速时间低于2.5秒，但依然比售价更低的特斯拉Model S Plaid慢了半秒，最高时速也被限制在190英里/小时。主持人强调，这一耗时多年的旗舰项目面世之际，正值全球最大豪华车市场美国对高端电动车的需求在过去两年中显著降温。 高昂定价与无限制量产带来的贬值隐忧 (3:03) 从法拉利历史性的产品层级来看，该品牌传统上严格划分为限量超级跑车（如F40、Enzo、LaFerrari、F80）与起售价约30万美元的无限制量产中置引擎跑车（如296 GTB系列）。然而，法拉利近期通过SF90尝试了价格翻倍的高阶非限量层级，导致SF90在二手市场上遭遇惨烈贬值。Luce同样延续了这种不设产量限制却开出64万美元超高定价的模式，价格不仅高于SF90，也超过了Purosangue SUV与12Cilindri等燃油车型。此外，尽管搭载了庞大的电池组，Luce的续航里程预估仅为330英里，显著落后于Lucid Air（超过500英里）以及特斯拉和比亚迪的高端车型。主持团队指出，该车既非纯粹的赛道利器，又在直线加速和续航上不占优势，其作为高价非限量电动车很可能在二级市场面临快速贬值。 品牌战略路线分歧与燃油传统价值冲突 (11:46) Luce的推出将法拉利推入了与特斯拉等垂直整合型电动车巨头的直接竞争，但法拉利的核心竞争力向来在于机械声浪与工艺质感，而非软件系统或充电网络。针对这一转型，法拉利前董事长Luca Cordero di Montezemolo公开表达了尖锐批评，甚至直言希望他们至少把车上的跃马标志摘下来，认为此举正在破坏品牌传奇。对于法拉利的未来，收藏家TJ认为Jony Ive的设计语言预示着法拉利将在未来十年转向类似苹果的高产量商业模式，甚至可能推出15万至25万美元的入门车型；但节目主持人持截然相反的观点，坚信法拉利绝不能追求销量，而应回归超豪华、高利润的燃油纯粹主义路线，通过自吸发动机、手动变速箱及剥离混动系统的296车型来服务忠实拥趸。作为对比，节目还提及Waymo的供应链策略：采用中国车企的底盘和电池以降低成本，同时将软件与传感器完全自主化以规避安全与舆论风险。 增强型运动会首秀失利与商业本质拷问 (18:10) 节目随后复盘了主打允许使用运动禁药的增强型运动会（Enhanced Games）的首次公开直播。尽管该赛事在前期进行了长达数年的高调炒作并在举办首届赛事前就已借壳上市，但投资人观赛派对的反响极其冷淡，公司股价在周二开盘后随即崩盘。实际转播制作被批评为极其业余，不仅缺乏高速慢动作回放和穿梭无人机镜头，解说水准也相当生疏。主持人指出，由于肉眼难以直接察觉禁药带来的细微生理机能提升，赛事若缺乏精细的数据图层对比便毫无观赏震撼力。更致命的是，该赛事剥离了奥运会所承载的国家荣誉与长期奉献精神，沦为退役运动员赚取出场费的秀场，其商业本质最终被认为只是一个通过官网销售通用补剂的营销工具。 无论是法拉利在首款电动车上遭遇的定位与定价脱节，还是增强型运动会脱离竞技体育核心价值后的商业崩塌，本期讨论展示了当传统品牌或赛事脱离其核心文化纽带时所面临的系统性风险。法拉利能否在电动化浪潮中维持超豪华溢价仍未有定论，而缺乏精神共鸣的纯商业博弈显然难以仅靠博眼球的噱头长久立足。

## Background 本期节目由科技谈话频道 TBPN 于 2026 年 6 月 23 日发布在 YouTube 平台。作为主打 30 分钟速览的“Diet TBPN”系列，节目由 John Coogan 和 Jordi Hays 主持，重点探讨了法拉利首款纯电超跑 Luce 的发布争议，以及备受瞩目的“强化运动会”（Enhanced Games）首播溃败及其商业泡沫。 ## TL;DR 节目首先对法拉利联手 Jony Ive 操刀、售价高达 64 万美元的五座纯电跑车 Luce 展开犀利剖析，指出其在三电性能和续航上不及数万美元的特斯拉，且不限量生产的策略恐将重蹈 SF90 深度贬值的覆辙，陷入代步与超跑定位的双重夹缝。随后，主播分享了在投资人 David Sacks 家中观看首届“强化运动会”转播的糟糕体验，批评其制作业余、缺乏人文叙事与视觉特效，未破纪录且沦为推销睾酮等补剂的噱头，直接引发股价暴跌。最后，节目围绕激浪 Baja Blast 的名言改编以及听众误服百倍肌酸的搞笑留言进行了轻松的收尾与排期交代。 ## Atmosphere & style 整体氛围充斥着典型的硅谷播客特色，对话节奏明快、语言辛辣且极富幽默感。两位主持人配合默契，将严肃的商业估值与汽车工程分析包裹在毫无保留的毒舌吐槽与生活化趣闻中，听感既硬核又荒诞。从对超跑产业迷思的敏锐洞察，到对人类纯粹体育精神超越药物的感性共鸣，再到结尾放飞自我的无厘头玩梗，整个节目在犀利解构与市井笑谈之间切换自如，极具代入感。 ## Bulletin - [00:02](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=2s) 法拉利正式发布由前苹果设计总监 Jony Ive 操刀的首款纯电 5 座超跑 Luce，标价高达 64 万美元（55 万欧元），因采取不限量策略及定价过高引发市场震荡，发布当日米兰股价暴跌 5% 至 6%。 - [06:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=363s) 性能与实用性面临双重尴尬：Luce 输出功率达 1000 匹马力且 0-60 mph 加速低于 2.5 秒，但仍慢于特斯拉 Model S Plaid，且大电池仅换来 330 英里续航，落后于主流高端电动车。 - [18:10](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1090s) 主打无药检的“强化运动会（Enhanced Games）”首次转播表现业余，因缺乏人物叙事与数据视觉特效导致观赛体验枯燥，整晚几乎未破纪录，开播后引发母公司股价大跌。 - [14:18](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=858s) 法拉利内部对品牌转型出现严重分歧：前董事长蒙特泽莫罗痛批该车在冒毁掉传奇的风险，而拥趸则辩称其未来有望凭借 Jony Ive 的极简工业美学翻身为邪典经典。 ## Key takeaways - [00:02](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=2s) 法拉利首款纯电车型 Luce 采用独特的 5 座与全玻璃通透采光设计，打破了传统 Speedster 专注双座的定位惯例。 - [00:02](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=2s) 新车加速与极速指标虽强，但在直线加速上依然慢于十几万美元的特斯拉 Model S Plaid，极速也逊于部分美系高性能燃油轿车。 - [03:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=183s) 在定价策略上，Luce 高达 64 万美元且不限量生产，极有可能重蹈 SF90 缺乏稀缺性而在二级市场深度贬值的覆辙。 - [06:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=363s) Luce 的官方续航仅为 330 英里，横向落后于续航突破 500 英里的 Lucid Air Sapphire 及多款特斯拉车型。 - [06:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=363s) 纯电超跑缺乏传统高转速内燃机的声浪与灵魂，且难逃电动车折旧暴跌的规律，使其目标受众群体极度模糊。 - [09:54](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=594s) 该车原本可能立项为 30 万美元左右的高端代步入门车，成本失控飙升至 65 万美元后，在代步实用性上完全无法与深耕垂直整合的特斯拉抗衡。 - [11:47](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=707s) 主流舆论对宾尼法利纳式的传统超跑外观执念过深，Luce 核心软肋实为性价比断层而非工业设计本身。 - [14:18](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=858s) 前董事长卢卡·迪·蒙特泽莫罗严厉批评该设计毁坏品牌传奇，甚至建议抠掉跃马车标；而部分资深藏家则押注其日后翻盘为邪典经典。 - [14:18](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=858s) 关于法拉利未来的战略分歧巨大：一派认为其将借苹果化设计下探至 20 万美元级别，另一派坚信其必将退守小体量、高单价的手工超奢与纯燃油路线。 - [16:38](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=998s) 类似 Waymo 借力中国三电硬件并自研软件的模式，或许是欧洲超跑未来进军普及型纯电车时最具可行性的供应链解法。 - [18:10](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1090s) 强化运动会（Enhanced Games）在未曾举办过成熟线下赛事前急于运作上市，线上直播粗糙空洞，导致虚假炒作泡沫迅速破裂。 - [19:25](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1165s) 缺乏超慢动作回放、无人机航拍及数据重叠投影等转播特效，导致观众仅凭肉眼无法感知运动员细微的成绩突破。 - [21:07](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1267s) 缺乏传统奥运会的国家荣誉感与人物深度叙事，强化运动会沦为纯粹的商业奖金争夺与泛用保健药剂推销秀场。 ## Detailed walkthrough ### [00:02](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=2s) 法拉利首款纯电超跑 Luce 亮相：Jony Ive 操刀与 64 万美元天价 节目开场，主持人打趣提到办公室早上怨声载道，大家抱怨周末两天刚刚好，三天假期反而太长，随后迅速切入当日核心科技与汽车重磅话题——法拉利正式推出了首款纯电动超跑。法拉利宣称这是一台由前苹果首席设计官 Jony Ive 操刀设计、采用大量玻璃覆盖车身的“纯电 Speedster”（Electric Speedster）。然而，主持人对这个定位表达了困惑：通常传统意义上的 Speedster 都是小巧、双座且极具驾驶专注度的跑车，而法拉利这台新车却拥有整整五个座位。 关于动力性能，尽管发布会上提到该车具备高达 1000 马力的强悍动力，官方宣称其 0 到 60 英里/小时（约 0-96 km/h）加速时间低于 2.5 秒，极速达到 190 英里/小时（约 305 km/h）。主持人经过核对后发现，这个加速成绩依然比特斯拉 Model S Plaid 慢了大约半秒，而 Model S Plaid 的极速甚至能跑到 200 英里/小时以上，就连凯迪拉克 CT5-V Blackwing 这类燃油高性能轿车的极速也能超过该车。新车以意大利语中的“光”（Luce）命名，正值全美乃至全球电动车热潮显著降温、消费需求遇冷的时刻。法拉利从立项到研发往往需要至少 5 年时间，如今赶在超豪华市场对纯电热情减退的节点推出，无疑是对超级富豪胃口的一场巨大冒险。 - **起售价**：550,000 欧元（约合 640,000 美元）。 - **动力与加速**：输出功率达 1,000 匹马力，0-60 mph 加速时间 < 2.5 秒。 - **极速**：190 mph（约 305 km/h）。 - **空间配置**：法拉利史上首款真正的 5 座车型（传统内燃机因传动轴与布局限制此前无法实现）。 - **设计合作**：由著名苹果前工业设计主管 Jony Ive 联合打造，外观大量采用玻璃与通透采光理念。 --- ### [03:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=183s) 定价定位之争与 SF90 的贬值阴影 法拉利选在罗马一座配有巨大混凝土风帆结构的体育场内举行了盛大的发布仪式——该场馆最初为梵蒂冈 2025 年禧年所建。活动不仅有意大利传奇名厨 Massimo Bottura 操刀的手工意饺（Tortellini），还播放了 F1 车手刘易斯·汉密尔顿（Lewis Hamilton）和夏尔·勒克莱尔（Charles Leclerc）赛道试驾的短片。法拉利董事长约翰·埃尔坎（John Elkann）在发布会上将其定调为一次突破自我的实验，声称“我们想做以前做不到的事情”。然而，这一大胆颠覆法拉利传统发动机轰鸣与造型美学的设计，在互联网车迷圈引发了激烈的抨击，法拉利在米兰上市的股票当天应声下跌约 5% 至 6%。 主持人深入剖析了法拉利的定价梯队与商业风险。通常法拉利的产品线界限分明：顶层是极限量、具有理财收藏属性的跃马神车（如 F40、F50、Enzo、LaFerrari 及最新的 F80）；底层则是走量的不限量中置跑车，从 360、430、458、488 一路延续到 296 GTB（售价约 30 万美元）。此前作为中高阶非限量混动超跑出现的 SF90，售价翻倍却不限量，直接导致二级市场出现毁灭性的严重贬值，被行业视为法拉利近年的一大公关与品牌危机。然而，Luce 的售价不仅高达 64 万美元，远超 SF90、12Cilindri、乃至 SUV 车型 Purosangue，并且同样采取“不限量生产”（Unlimited Production Run）的策略。 ```mermaid flowchart TD accTitle: 法拉利产品线梯队与 Luce 定位冲突 accDescr: 展示法拉利从限量顶级超跑到非限量走量车型的梯队划分及 Luce 所处的高风险定位 subgraph Halo ["旗舰顶级超跑（严格限量 / 升值保值）"] H1["F40 / F50 / Enzo / LaFerrari / F80"] end subgraph MidHigh ["高阶非限量产品（量产但昂贵）"] M1["SF90（引发二级市场严重贬值危机）"] M2["Ferrari Luce（纯电 5 座，售价 $640K，面临高贬值风险）"] end subgraph EntrySports ["传统入门与常规量产系列"] E1["296 GTB / 360-488 纯正中置跑车（~$300K）"] E2["Purosangue（自吸 V12 SUV）/ 12Cilindri"] end Halo -.->|不同于顶级收藏| MidHigh EntrySports -->|价格翻倍且无配额门槛| MidHigh ``` - **不限量生产的风险**：不设配额限制意味着无法制造稀缺性，可能重蹈 SF90 深度贬值的覆辙。 - **价格对比**：64 万美元的标价使其成为法拉利历史上最昂贵的非限量量产车之一，高于 Purosangue 和 12Cilindri。 - **市场反应**：米兰股票市场单日跌幅达 5%~6%，市值缩水至约 620 亿美元左右。 --- ### [06:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=363s) 续航尴尬、设计两极分化与“这车究竟卖给谁？” 在性能与实用性方面，两位主持人展开了更尖锐的质疑。Luce 虽然配备了异常庞大的电池组，但官方续航里程仅有 330 英里（约 531 公里）。横向对比目前主流高端电动车，宝马、沃尔沃最新发布的原型以及 Lucid Air Sapphire 续航纷纷突破 500 英里大关，许多特斯拉车型也能轻松跑到 400 英里以上，Luce 的续航表现不仅落后于一众欧美造车新势力，更被比亚迪等车企拉开差距。尽管 330 英里对于配有家充桩的日常通勤完全够用，但对于一台售价 64 万美元的超级跑车来说，它的核心价值陷入了彻底的身份危机：论直线加速比不过十几万美元的 Model S Plaid，论赛道表现更不是轻量化的赛道利器，论声浪与灵魂又缺失了传统法拉利车主引以为傲的高转速内燃机。 外形方面，主持人肯定了其独特性与充满未来感的座舱，认为全黑涂装（Murdered out）或许能拯救视觉感受，但一致认为它完全配不上 64 万美元的夸张定价。普通车主即使买一台搭载自然吸气 V12 引擎的 Purosangue，未来几年残值可能还会稳定在 35 万美元左右；而作为纯电动车的 Luce，大概率逃不过电动车“保值率断崖式暴跌”的宿命，短时间内身价腰斩几乎是可以预见的。原本大家预期该车的合理定价应当在 30 万美元左右，如今这个定位让主持人感叹其为“主流大厂记忆中最令人困惑的产品发布”，并发出灵魂拷问：“这台车到底是谁在买？难道仅凭 Jony Ive 的死忠粉丝就能撑起全部销量吗？” - **续航短板**：大电池仅换来 330 英里续航，落后于 Lucid Air Sapphire（500+ 英里）及多款特斯拉车型。 - **加速对标**：0-60 mph 表现比特斯拉 Model S Plaid 慢了整整半秒。 - **市场困惑**：既非纯粹赛道利器，又无引擎轰鸣，外加纯电属性自带的贬值标签，目标客户群体极度模糊。 ### [09:54](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=594s) 65万美元的日用电动车：法拉利与特斯拉的错位竞争 法拉利推出这款名为 Luce 的纯电超跑时，背后的产品定位显然经历了严重的失控与妥协。原本法拉利的初衷绝非一开始就打算造一辆高达65万美元的“日常代步纯电动车（daily EV）”，他们真正的设想应该是打造一款法拉利体系内最贴近大众市场的入门级车型——一辆做工考究、从头开始重新设计的日常用车，同时将纯电动力与 Jony Ive（乔尼·艾夫）标志性的内饰设计理念完美融合。在立项初期，团队很可能预估价格能压在30万美元或35万美元左右，然而随着研发深入，成本一路飙升失控，最终定格在令人匪夷所思的64万至65万美元。 这种离谱的定价暴露出法拉利在纯电赛道上的根本困境：在日常代步车这一细分领域，法拉利几乎没有任何胜算。面对在垂直整合领域做到极致的特斯拉，后者的产品几乎定义了日常代步的完整体验，不仅拥有成熟的自动驾驶能力、自动泊车与智能召唤（Auto Summon），还塞满了车载游戏、个性化搞怪声效板等实用又好玩的功能。尽管法拉利 Luce 依靠极具触感的实体按键和怪诞而精致的设计博得眼球，但特斯拉早已向世人证明，一辆极具驾驶趣味的车完全可以通过软件随时提供这些“怪趣味”。 - **预期与实际售价脱节**：初期推测项目目标价约为30万至35万美元，最终飙升至65万美元，失去了代步车最核心的性价比逻辑。 - **与特斯拉的代步竞争差距**：特斯拉在垂直整合、自动驾驶软硬件、日常便利功能和多媒体娱乐系统上构建了极高的实用壁垒。 ### [11:47](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=707s) 宾尼法利纳迷思与巨额差价：为什么设计不是核心问题 每当法拉利发布新车，网络看客总会习惯性地冷嘲热讽，高喊“迎回宾尼法利纳（Pininfarina）”。然而宾尼法利纳早已不复当年，不仅被印度汽车巨头马恒达收购，其自身推出的电动超跑 Battista 售价超过百万美元、零百加速虽达2秒，但外形就像用 ChatGPT 输入提示词“帮我生成一辆超跑”画出来的一样，千篇一律地混杂着迈凯伦与法拉利的影子。相比之下，Jony Ive 为 Luce 打造的设计反而是独特的，它绝非通用大模型随手能拼凑出的产物；但问题在于，愿意花重金买超跑的传统买家，渴望的是自吸 V12 发动机配上手动挡带来的极致纯粹体验，绝非一辆缺乏灵魂的实用主义电动玩具。 舆论对 Luce 外观设计的抨击完全找错了靶子，这款车真正的硬伤在于惨淡的性价比断层。当消费者花5万到6万美元就能买到一辆续航和性能都极其强悍的特斯拉或比亚迪（BYD）时，法拉利却开出了十倍的溢价，而两者的核心机械性能与三电表现并未拉开实质差距。假如 Luce 定价在30万美元出头，凭借独特的外观与通勤实用性，它完全有潜力成为洛杉矶街头随处可见的爆款；但在目前的定价下，这注定会是一场惨败，法拉利未来若想在高端大众纯电市场立足，或许只能放下身段寻求外部代工或深度合作。 ```mermaid flowchart TD accTitle: 纯电超跑市场与日常代步定位的脱节逻辑 accDescr: 展现法拉利Luce在超跑收藏家与日常代步车两个维度上面临的定位夹缝 subgraph UserGroup["潜在买家定位错位"] A["传统超跑核心藏家"] -->|"追求自吸V12与手动挡"| B["排斥无声纯电体验"] C["高端日常通勤车主"] -->|"追求三电续航与智能生态"| D["难忍10倍溢价断层"] end subgraph ProductPosition["法拉利 Luce 的两难困境"] B & D --> E["65万美元定价的 Luce"] E --> F["对标5-6万美元的特斯拉/BYD: 溢价无技术护城河"] E --> G["对标百万级纯电超跑: 缺乏极致极端的海报冲击力"] end ``` - **宾尼法利纳 Battista 的尴尬**：百万级纯电超跑外形流于模板化，且因缺乏自吸 V12 的机械回馈，在传统燃油超跑圈中销量平平。 - **十倍价格差**：主流高性能电动车（特斯拉/比亚迪）定价区间在5万至6万美元，法拉利 Luce 溢价高达10倍，但在三电性能与日常功能上缺乏对应代差。 ### [14:18](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=858s) 收藏家的分歧、前董事长的怒火与品牌路线之争 圈内资深藏家对 Luce 的评价呈现出剧烈分化。一位名下拥有约30辆法拉利的车主明确表示自己会下单，并提出一个颇有见地的观点：任何在发布初期被全网唾弃、公众预期跌至谷底的车型，日后往往有机会翻身成为邪典经典（Cult Classic），正如当年保时捷 Carrera GT 刚面世时被吐槽与普通 911 难以区分一样。然而，法拉利前董事长 Luca di Montezemolo（卢卡·迪·蒙特泽莫罗）则给出了近乎毁灭性的评价，他直言："如果我说出真实想法，那会伤害法拉利。这简直是在冒着毁掉一代传奇的风险……我只求他们至少把车标上的跃马抠下来，这绝对是一辆中国人连抄都懒得抄的车。" 拥有 F40 和 360 的骨灰级车主 TJ 则持相反意见，他认为这辆车内饰完全是 Jony Ive 的极简工业美学，外观则致敬了 Marc Newson 经典的福特 021C 概念车，极为迎合强迫症群体的日常交互喜好。TJ 甚至大胆预言，十年内 Jony Ive 操刀的法拉利设计将主导其核心业务，下探至15万到25万美元价格带，带领法拉利转型为“汽车界的苹果公司”。不过，节目主播对此完全不以为然，他们坚信法拉利绝不会走向大众化量产，而是会继续收缩为服务硬核拥趸的超奢华品牌，坚持极小产能与极高溢价，未来重心依然是自吸与手动挡的燃油内核——例如法拉利已经着手研发不带混动电驱模块的纯粹版 296。 - **前董事长激烈言论**："You risk destroying a legend... I just hope they at least take the prancing horse off that car."（你这是在冒着毁灭传奇的风险……我只希望他们至少把跃马车标抠下来。） - **苹果化模式 vs 超奢手工路线**：TJ 预测法拉利将在10年内以15万-25万美元的价格向科技数码化转型；主播则坚信法拉利会重回小体量、高单价、纯燃油手工制造的超奢定位。 ### [16:38](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=998s) 供应链妥协的隐喻：Waymo模式与法拉利的代工构想 在讨论法拉利能否下探市场时，主播提出了一个大胆的讽刺性推论：如果法拉利自身无法制造出低成本纯电车型，或许唯一的出路是走品牌授权模式——由比亚迪以5万美元的成本制造整车底盘，法拉利再贴上标志性的跃马车标加价出售。这种模式虽然看似离经叛道，但实际上已经在自动驾驶领域悄然上演。 Waymo 在供应链上的聪明操作就是典型案例：其车队的动力总成、电池组和车架深度依赖中国电动车供应链的高效产能，享受着极低制造成本与成熟三电制造带来的红利；但在传感器遥测数据、通信网络、IT 系统等核心软件与敏感硬件上，Waymo 坚持全部自主研发并在内部闭环。这样一来，Waymo 既避开了公众对“间谍车辆/监控摄像头”的政治敏感与地缘舆论风险，又实质性榨取了海外供应链的工业制造红利。如果传统欧洲跑车品牌真想涉足普及型电车，界定这种“物理结构与数字大脑”的清晰分界线或许是唯一可行的路径。 - **Waymo 供应链模式**：底盘、电池及动力总成采用中国供应链压低硬件成本；核心通信模块、感知遥测和 IT 系统完全由 Waymo 掌控，阻绝数据安全隐患。 - **超跑品牌的品牌授权构想**：若缺乏三电规模效应，贴牌成熟三电代工方或成欧洲传统豪华车下探的唯一数学解。 ### [18:10](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1090s) 强化运动会首战受挫：大卫·萨克斯家中的观赛预言与股价暴跌 话题随后转入刚刚拉开帷幕的“强化运动会（Enhanced Games）”。上周六，主播前往知名投资人 David Sacks（大卫·萨克斯）家中一同观赛。赛前众人对这场主打无药检、挑战人体生理极限的赛事充满期待，然而比赛刚开播15分钟，转播画面的粗糙与无聊便令人大失所望。主播当场给搭档 John 发去短信，断言该公司的股票在周二开盘后必将遭到断崖式砸盘（nuke），而随后的市场走势完全印证了这句预言，股价应声暴跌。 令人费解的是，在社交网络时间线上充斥着各类热搜和病毒式切片，给外界营造出一种赛事盛大且热火朝天的假象。但对于真正真金白银购买转播权限的硬核体育观众而言，整体观感完全无法与 UFC 等成熟职业联赛相提并论。观众看 UFC 无论付费还是点播都能获得淋漓尽致的爽感与阵营归属感，而 Enhanced Games 在尚未举办过任何一次正规线下赛事之前便急于运作上市，多年来全凭概念大肆宣发，最终呈现在屏幕上的产品却显得空洞平庸，难以支撑其早早透支的资本泡沫。 - **首播惨遭市场用脚投票**：观赛仅15分钟即被预言“股票必崩”，周二开盘后股价如期暴跌。 - **资本与产品倒挂**：未曾举办过任何成熟线下赛事便提前上市圈钱，依靠概念炒作多年，最终直播内容呈现与网络虚假热度严重脱节。 ### [19:25](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1165s) 强化运动会的初体验：制作粗糙与叙事缺失 关于“强化运动会”（Enhanced Games，允许使用兴奋剂的体育赛事）的讨论在外界已经发酵了一到两年，甚至八年之久，公众对这一概念抱有极高的期待。在传统认知中，像奥运会这样的盛事即使涵盖了游泳、举重、跑步等小众项目，也总能成为万众瞩目的文化大事件。将这种体育盛会与“类固醇”结合，原本被视作一个极其狂野且有趣的设想，理应成为点燃观赛热情的“航空燃油”。 然而，实际的比赛转播效果却令人大跌眼镜。作为首次举办的新兴赛事，制作水平显得相当业余，完全没有奥运会级别的大片质感——缺少了跟随运动员的航拍穿梭无人机、极致的超慢动作回放，解说员也显然没有任何大赛解说经验。尽管作为初创赛事承载了海量的关注，但观赛体验很快暴露了致命软肋：观众单凭肉眼看一个人跑步，根本无法判断其速度是否真的打破了纪录，除非画面上有博尔特世界纪录的虚拟重叠投影等华丽视觉特效；在举重项目中，肉眼也完全看不出运动员举起的到底是 220 公斤还是 220.1 公斤。 ```mermaid flowchart TD accTitle: 奥运会与强化运动会的观众心理对比 accDescr: 对比传统奥运会通过国家荣誉与叙事吸引观众，而强化运动会因缺乏叙事和视觉反馈难以引起共鸣。 subgraph Olympics["传统奥运会 (Olympics)"] A["运动员数十年专注投入"] --> B["每四年仅有5分钟聚光灯"] B --> C["国家荣誉与纯粹竞技"] C --> D["引发全球文化与情感共鸣"] end subgraph Enhanced["强化运动会 (Enhanced Games)"] E["前奥运选手加盟"] --> F["商业逐利与奖金驱动"] F --> G["缺乏人物故事线与图形特效"] G --> H["观众热情迅速消退，转为背景噪音"] end ``` ### [21:07](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1267s) 科技与药剂难敌人类精神：赛事的本质与商业底色 主播们迅速意识到奥运会真正的魅力所在：运动员将一生奉献给极为小众的专项训练，每四年只为争夺那短短五分钟的全球瞩目时刻，他们代表国家出征、角逐至高荣耀，成败皆在此一举，这种纯粹的卓越追求与国家自豪感才是核心驱动力。相比之下，强化运动会毫无这种情感底蕴，赛前没有建立起令人信服的人物背景与故事线。参赛者大多是前奥运选手，他们的动机纯粹是逐利与拿奖金。 这种情感缺失导致比赛极其乏味。主播透露，他们打开转播后不久就直接走到户外生火闲聊，把比赛当作遥远的背景杂音，直到整场赛事临近尾声才回来看了一眼，结果发现整个晚上直到最后一项赛事才勉强打破了一项纪录。归根结底，强化运动会看起来更像是一种推销泛用补充剂的高明营销手段——赛事官网上充斥着睾酮等各种药剂产品的销售链接。这次观赛反而给人类打了一剂“白丸”（乐观剂）：事实证明，人类几十年如一日的专注执着、对梦想的狂热以及为国争光的情怀，其力量远胜于任何体能增强药物（PED），“人类精神比任何药物都强大得多”。 - 赛事缺乏实时的视觉数据投影，导致普通观众无法感知细微的成绩突破。 - 绝大多数比赛未破纪录，直到整场活动的最后一个项目才有纪录产生。 - 强化运动会被认为商业气息过浓，本质上是借赛事噱头为其官网销售睾酮及其他补充剂导流。 ### [23:10](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1390s) Baja Blast 歇后语、肌酸剂量梗与行程结语 节目的尾声进入了标志性的无厘头闲聊与听众互动。主播们分享了一句听众发来的警世名言：“你可以把马牵到巴哈，但你不能逼它爆裂”（"You can lead a horse to Baja, but you can't make it blast"，恶搞经典英语谚语及激浪 Baja Blast 饮料）。主播们笑称自己一直在探讨“Baja 爆裂”的话题，却懊恼怎么没能先想出这句妙语；随后主持人还测试了 ChatGPT，AI 给出的翻版是极其冷幽默的“你可以把马牵到塔可钟，但你不能逼它 Live Mas”。 随后，主播们念出了一则关于健身用量搞错的搞笑留言：听众 Michael Timms 抱怨自己按照“每 1 磅体重服用 2 克肌酸”的剂量吃了一个月，结果不仅感觉糟糕透顶，每周还要消耗近 1,000 美元的肌酸费用。主播们大笑着澄清，健身界的常规法则是“每 1 磅体重摄入 1 克蛋白质”，而肌酸的正常日用量仅为 5 克到 10 克左右，那位听众的搞笑设定相当于直接服用了正常剂量的 100 倍。 最后，主播交代了本周的节目排期：由于团队需要前往纽约出差，节目在周三和周四停播两天，将于周五恢复直播。在提醒听众前往 Apple Podcasts、Spotify 留下五星好评并订阅官方通讯后，本期节目正式收尾。 ## Notable quotes > [03:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=183s) 我们想做以前做不到的事情 — John Elkann > [06:03](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=363s) 这台车到底是谁在买？难道仅凭 Jony Ive 的死忠粉丝就能撑起全部销量吗？ > [11:47](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=707s) 迎回宾尼法利纳（Pininfarina） > [14:18](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=858s) You risk destroying a legend... I just hope they at least take the prancing horse off that car. — Luca di Montezemolo > [14:18](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=858s) 如果我说出真实想法，那会伤害法拉利。这简直是在冒着毁掉一代传奇的风险……我只求他们至少把车标上的跃马抠下来，这绝对是一辆中国人连抄都懒得抄的车。 — Luca di Montezemolo > [21:07](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1267s) 人类精神比任何药物都强大得多 > [23:10](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1390s) You can lead a horse to Baja, but you can't make it blast > [23:10](https://www.youtube.com/watch?v=bJ6JcyxkJN8&t=1390s) 你可以把马牵到塔可钟，但你不能逼它 Live Mas — ChatGPT ## Mentioned Jony Ive, Ferrari Luce, Tesla Model S Plaid, Cadillac CT5-V Blackwing, Massimo Bottura, Lewis Hamilton, Charles Leclerc, John Elkann, Ferrari F40, Ferrari F50, Ferrari Enzo, Ferrari LaFerrari, Ferrari F80, Ferrari SF90, Ferrari 296 GTB, Ferrari Purosangue, Ferrari 12Cilindri, Lucid Air Sapphire, BYD, Pininfarina Battista, Mahindra, Porsche Carrera GT, Luca di Montezemolo, Marc Newson, Ford 021C, Waymo, Enhanced Games, David Sacks, UFC, Usain Bolt, Baja Blast, Taco Bell, Michael Timms, John Coogan, Jordi Hays ## Video description Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive Chapters: 00:00 Ferrari’s $640K Johnny Ive Electric Speedster 03:03 Ferrari Pricing, Production Tiers & SF90 Depreciation 06:03 Performance, Range, Design & “Who Is This For?” 11:46 Ferrari’s EV Strategy, Pininfarina & the Future of the Brand 18:10 Enhanced Games Review, Stock Drop & Olympics Comparison 23:10 Baja Blast Wisdom, Creatine Jokes & Short Week Outro [Source](https://www.youtube.com/watch?v=bJ6JcyxkJN8)

[3:03] John Elkann: 我们想做以前做不到的事情 [6:03] 这台车到底是谁在买？难道仅凭 Jony Ive 的死忠粉丝就能撑起全部销量吗？ [11:47] 迎回宾尼法利纳（Pininfarina） [14:18] Luca di Montezemolo: You risk destroying a legend... I just hope they at least take the prancing horse off that car. [14:18] Luca di Montezemolo: 如果我说出真实想法，那会伤害法拉利。这简直是在冒着毁掉一代传奇的风险……我只求他们至少把车标上的跃马抠下来，这绝对是一辆中国人连抄都懒得抄的车。 [21:07] 人类精神比任何药物都强大得多 [23:10] You can lead a horse to Baja, but you can't make it blast [23:10] ChatGPT: 你可以把马牵到塔可钟，但你不能逼它 Live Mas

[3:03] John Elkann: We wanted to do what we hadn't been able to do before. [11:46] Luca Cordero di Montezemolo: If I say what I really think, I'd be doing Ferrari harm. You risk destroying a legend... I just hope they at least take the prancing horse off that car. [18:10] It just stuck out to me immediately that it's about national pride, representing your country... in watching this, there was none of that. You also came away being like the human spirit is way more powerful than any PED. [23:10] You can lead a horse to Baja, but you can't make it blast. [23:10] ChatGPT: You can lead a horse to Taco Bell, but you can't make it Live Más.

[0:02] We're back. We're back. [0:03] >> of complaining around the office this [0:06] morning. Oh, yeah? Team was upset. They [0:08] said two days is the perfect length for [0:11] a weekend. Three is just too many. Too [0:13] many. So, we're glad to be back. [0:16] >> And Ferrari's back with a new electric [0:19] car. [0:19] >> Are they back? That's what we're going [0:21] to debate. [0:22] They certainly They launched it. Ferrari [0:24] launches a $640,000 [0:28] Johnny Ive designed glass clad electric [0:31] speedster. They're calling it the [0:33] electric speedster. And that is the [0:36] journal's [0:37] It holds five seats. I wouldn't I When I [0:39] think speedster, I think smaller. I [0:41] think two seats. [0:43] >> It is quick. It is speedy. Well, have [0:45] they actually released numbers on how [0:47] quick it is? I know that they mentioned [0:48] that it has a 1,000 horsepower. We would [0:50] assume that it's quick, but who knows? [0:52] We don't have a Nürburgring time. We [0:54] don't necessarily have a 0 to 60 time. [0:56] There is a 0 to 60. What is it? [0:58] >> they released it. It is more performant [1:01] than I believe the Model 3. I will [1:03] confirm. [1:04] >> Model 3 or the Model S Plaid? Oh, that's [1:06] a good question, Josh. [1:07] >> Because the Model 3 is not [1:09] [clears throat] like base Model 3. 0 to [1:10] 60 in less than 2.5 seconds. Okay, [1:13] that's not as fast as a Plaid. That's uh [1:15] yeah, that's that's sort of surprisingly [1:19] low. Named after the Italian word for [1:21] light, the Luce will test or is it Luce? [1:24] Luce. Luce will test the appetite of the [1:26] super rich as EVs have fallen out of [1:28] favor in the United States. When did [1:30] this start? Because there has been a big [1:32] shift and it happened somewhat quickly. [1:34] It feels like it's been like the shift [1:36] away from EVs happened over a year or [1:38] two, but the design timelines for a [1:41] project like this might be 5 years. [1:42] Might be even longer. An electric [1:44] vehicle big on glass, light, and space. [1:46] This isn't your father's Ferrari. On [1:49] Sunday, Europe's most valuable automaker [1:51] took the wraps off [1:53] >> Yeah, Ferrari has been a big big [1:56] company. It's a It's been a successful [1:58] the market cap's been huge. Like it's [1:59] grown a bunch. The acquired team [2:02] uh did a great podcast explaining the [2:04] whole history of the car. [2:04] >> Stock is down 5% today. [2:06] >> 5% today. $62 billion. That's not bad [2:09] for for I mean I feel like a lot of [2:11] other car companies are sort of beaten [2:12] up and much smaller based on their uh [2:15] their volumes. [2:16] >> over the last year. Okay. Okay. Does [2:18] that make an AI winner? Who knows. Named [2:20] after the Italian word for light, the [2:22] Ferrari Luce will test the appetite of [2:25] the super rich for EVs when electric [2:26] vehicles are falling out of favor in the [2:28] US, the world's the top market for [2:29] luxury cars. Designed in partnership [2:32] with celebrated Apple alumnus uh Jony [2:35] Ive, the model also represents a leap [2:37] into a new technology for a brand built [2:38] over decades around the size, sound, and [2:40] sensation of traditional engines. The [2:43] Luce will be among the most expensive [2:45] Ferraris that aren't a part of a limited [2:47] production run. So, it's an unlimited [2:49] production run. They will be making as [2:51] many as there are demand for. They'll [2:52] make a bunch. People will will hopefully [2:54] come and buy them. If they do, they'll [2:56] make more. Uh this is a Production might [2:58] end up being limited depending on [3:00] demand. [3:03] >> [gasps] [3:04] >> I think you can see where [3:05] Jordy's take is going. [3:06] Uh but uh the the the interesting thing [3:10] here is that Ferrari uh typically has [3:13] sort of two tiers. Limited production [3:15] runs. That's the F40, the F50, the F80, [3:19] the LaFerrari, the Enzo Ferrari. These [3:22] halo cars, these hypercars, supercars. [3:24] >> SF90X X SF90 was interesting because it [3:28] was a one level above the sort of a base [3:31] model mid-engine sports car that they've [3:34] made in the lineage of the 360, 430, [3:38] 458, [3:40] 488 and then [3:42] >> 296 [3:42] >> 296, which is unlimited production, but [3:45] at the lower end lower end still [3:47] $300,000, but it's at the lower end of [3:50] the traditional mid-engine sports car, [3:52] tossable, not fully track focused, but [3:55] it's a sports car. [3:56] >> And then the SF90 came in as sort of [3:58] like this mid-tier, higher-end, more [4:00] expensive, twice the price of the of the [4:03] 296, but unlimited production run. So, [4:07] by getting one, you weren't locking [4:09] yourself into a very tight allocation, [4:11] and that, of course, led to some serious [4:13] depreciation in the SF90 market, which [4:16] has been sort of heralded as a as a [4:19] crisis for Ferrari, and this doesn't [4:21] seem like a response to that. This seems [4:23] like a continuation of that potentially. [4:25] But, anyway, uh the company starting [4:27] price will be 550,000 euros, uh roughly [4:30] equivalent to $640,000. [4:32] That's more That's a lot of money. [4:35] That's more than the SF90. That's more [4:37] than the uh the Dolce Cilindri, [4:40] uh more than the 296. [4:42] >> More than the new Testarossa. More than [4:43] the new Testarossa, and also more than [4:45] the Purosangue. Uh the launch event uh [4:48] stadium uh took place in Rome in a [4:49] stadium with a towering concrete sail [4:51] that was opened for the Vatican's uh [4:53] 2025 Jubilee, featured tortellini by [4:56] Italian chef Massimo Bottura Baruto uh [4:59] Bottura. Clips of Formula 1 stars Lewis [5:01] Hamilton and Charles Leclerc racing the [5:03] car and lots of lights. Ooh, I want to [5:04] see this what this car actually looks [5:06] like on the track. I haven't seen a [5:07] video of that yet. The unveiling sparked [5:09] a debate among car fans online pillaring [5:12] the design as too far outside of [5:14] Ferrari's design traditions. Ferrari's [5:16] Milan-listed shares slumped around 6%. [5:18] Ferrari has framed the shift as a chance [5:20] to experiment. "We wanted to do what we [5:23] hadn't been able to do before," said [5:25] Ferrari chairman John Elkann. The Luce [5:27] is Ferrari's first ever Ferrari with [5:29] five seats, an option ruled out by the [5:31] axle in its traditional powertrain [5:33] configuration. So, if you have a family [5:34] of five, this is your only option. [5:37] >> [laughter] [5:37] >> Uh despite the roominess, the EV [5:39] accelerates from zero to 60 in less than [5:41] 2.5 seconds. [5:42] >> have a family of six, you could pick up [5:44] two of these for just over 1.2 million. [5:47] [laughter] [5:47] Yes. And and you still have some room [5:49] for friends. [5:50] >> and wife, his and hers. Yes. His and [5:52] hers Lucha's. Yeah, wild wild problem. [5:54] Also, yeah, I mean top speed 190, top [5:57] speed in the plaid is 200 and top speed [6:00] in in many Cadillac CT5V Blackwings [6:03] maybe more than 200. [6:04] >> Yeah, so I did I did confirm by the way [6:06] that it is [6:07] half a second slower than the Model S [6:09] Plaid. Yeah. Which is a lot. [6:12] >> yeah, it's it's at that point maybe you [6:15] don't really recognize it. Maybe you [6:17] can't really tell. Yeah, the problem the [6:19] problem is yeah, the problem is the [6:21] range is worse than pretty much [6:22] everything BYD makes, pretty much [6:24] everything that Tesla makes and and a [6:26] lot of these other manufacturers. Uh but [6:28] they could always argue, "No, but the [6:29] performance." And I don't think for this [6:32] kind of car buyer, performance matters. [6:35] What is performance? Is it acceleration, [6:37] straight-line speed, how it handles in [6:39] corners, right? This car is not going to [6:41] be track weapon. I don't think. [6:44] >> but we have some But we have some [6:45] friends that have done that. [6:46] >> that might help with that. [6:49] So yeah, to me [6:51] >> So yeah, the range is what you were [6:52] getting at. 330 miles despite an [6:54] unusually large battery. The latest [6:56] releases from BMW and Volvo run for more [6:58] than 500 miles. The Lucid Air Sapphire [7:01] is over 500 and many Teslas can get up [7:05] into the 400 something range. 330 [7:08] totally usable for most people, [7:09] especially if you're charging at home. [7:11] Totally fine if this is a daily. It is [7:13] sort of in search of a like how does it [7:16] fit into someone's life? Because again, [7:19] it's not designed for the track. It's [7:21] not designed for the straight-line [7:22] speed. [7:22] >> I overall, I think it looks pretty cool. [7:25] It looks unique. [7:26] >> Yeah. I don't see it and immediately [7:28] want it. Like there's been plenty of [7:30] other modern Ferraris that I think look [7:32] amazing. Even even many of them have [7:34] gotten quite negative reactions. So [7:36] overall, I think the design is [7:37] interesting. I think the interior is is [7:40] cool. We talked about that. I was [7:42] somewhat worried that the interior would [7:45] maybe not match the exterior. I don't [7:48] like the two-tone thing, but again, [7:50] that's just sort of like a modern [7:52] Ferrari thing. [7:53] Like I Like I think it will look really [7:55] cool if it's entirely black, right? [7:58] Murdered out. [8:00] It will look quite cool. But yeah, the [8:02] the main thing is like that this entire [8:04] That angle looks great, by the way. But [8:06] not $650,000 great. It's certainly the [8:09] most confusing release from a major [8:12] automotive manufacturer that I can ever [8:15] remember, right? Who is this for? Like [8:17] coming out and [8:19] significantly Like right away, I'm like, [8:21] am I am I am I crazy? This is like costs [8:24] more than the Purosangue, 12 Cilindri, [8:27] uh Testarossa, all these other cars that [8:29] didn't get amazing reactions, but I [8:31] think are like very very cool. Seen them [8:34] in person, they look amazing. [8:36] They I think they're they're fantastic. [8:38] What a confusing [8:40] What a What a confusing car. between [8:43] like seeing images and videos and [8:45] pictures of cars and then actually [8:46] seeing them in person. Yeah. Like often [8:49] times, when you see something in person, [8:51] you're standing there and you have the [8:52] sense of perspective, they can look a [8:54] lot better. Sometimes they can look [8:55] worse. [8:56] >> One of the other One of the other [8:57] challenges is you know, for our modern [9:00] Ferraris have had, outside of their halo [9:02] cars, have had, you know, pretty massive [9:04] depreciation. And what have EVs become [9:08] synonymous with? Depreciation. [9:10] >> Depreciation. So, this car, like the [9:13] Purosangue, I don't really know how it's [9:15] going to hold up. It is naturally [9:16] aspirated V12. It's probably going to [9:19] hold up decently. You're still going to [9:20] be able to buy it. Yeah, you're still [9:21] going to be able to buy it. Unlimited. [9:23] You're still going to be able to buy one [9:24] for probably $350,000 [9:26] like in the next couple years. But this [9:29] I can imagine just getting cut in half [9:32] like quite quickly. I expected it to [9:34] come in, [9:35] you know, not not a very informed view, [9:39] but I I expected them to come in at [9:41] maybe something in like the $300,000 [9:44] And and again, I just don't know I just [9:46] don't know who this car is is for. I [9:49] hope that there's enough Jony Ive fans [9:54] to make this sell. My the the the sense [9:56] I get is like I don't think Ferrari [9:59] would have started this project and [10:01] said, you know, we've always wanted to [10:03] make a $650,000 [10:07] daily EV. That's been the car That's [10:10] been the car and it seems like they [10:12] started this project and they're like, [10:14] let's make an entry-level the closest [10:16] thing Ferrari has to a mass-market car, [10:18] a car that you can daily, a car that is [10:20] unique, really thought through from the [10:22] beginning, right? This idea of com- [10:24] combining EV with a Jony interior is [10:28] like a cool concept. And then you can [10:30] imagine they start and they're like, oh, [10:31] we're going to be able to hit 350 for or [10:33] we're going to be able to hit three 300 [10:35] for sure. Okay, maybe maybe it'll be [10:37] more like 350, but like still we're in [10:39] the range. And then it just starts like [10:40] ticking up and up and up and up and up [10:43] until how do you how do you just how do [10:45] you justify the price? It makes no [10:47] sense. It's basically proving that [10:49] Ferrari I don't think can ever I don't [10:52] think they'll ever be competitive in [10:55] EVs, right? This segment? [10:56] >> Yeah, this segment. I think it's I think [10:58] it's completely over. Like they they [11:00] they [11:01] Um you're going up against Tesla, this [11:02] vertically integrated like comes with [11:05] like if you want a daily, you also want [11:07] self-driving capabilities, you also want [11:08] the Oh, park it, auto summon, like you [11:11] want to be able to like all these like [11:12] random features that Tesla puts in, like [11:14] take your car, play the games, like [11:16] very functional. [11:17] The thing with the Luce is the design. [11:19] Like there's so many elements of the [11:21] design that are super tactile, very [11:23] cool. It's quirky, but [11:26] Tesla has done a very good job of making [11:30] a a [11:31] that is very drivable. It's it's [11:33] >> can be quirky if you want it to be. [11:35] >> can Yeah, it has a sound effect. The [11:36] sound effect more. It has a sound board. [11:38] Like, if you want the quirk, you can get [11:40] the quirk. Uh so, yeah. So, so I think [11:43] it's I think it's over. I think I think [11:46] it's over. [11:47] >> Take Take me through your take from [11:49] start to finish. Uh and then we can do [11:50] >> We We've covered We've covered a lot of [11:52] it. I basically said like, "Look, the [11:54] the peanut gallery's already already [11:55] very negative on all Ferrari launches [11:57] every single time." [11:59] >> Every single time I say, "Bring back [12:00] Pininfarina." Pininfarina is not coming [12:03] back. Like, the whole company got sold [12:05] to an Indian automotive conglomerate, [12:08] Battista. [12:09] >> if you pull up the Pininfarina Battista, [12:12] if you pull up a picture of that, you [12:14] will see [12:15] uh an image of an electric hypercar that [12:18] looks exactly like you would expect in [12:20] the sense that it's the car that would [12:22] go on a poster, you know, on a kid's [12:23] bedroom. But, it's a million dollars or [12:26] more, and it goes zero to 60 in 2 [12:27] seconds, and the reviews who are kind of [12:30] like, "Yeah, this is the max." Yeah, the [12:32] Pininfarina Battista right there. Like, [12:34] that looks like a McLaren, like a [12:35] Ferrari. Like, it looks It looks like if [12:38] you went to ChatGPT and just said like, [12:39] "Make me a hypercar." And I think it [12:41] checks the box, and I think the Luce [12:43] does not. I think if you went to ChatGPT [12:45] and said, "Design me a hypercar." You [12:47] could You could sit there for for days [12:49] and not get something that looks like [12:50] Luce because it does look different, and [12:53] that can be good. It can also be bad [12:55] because people are expecting this. But, [12:56] this car, I don't think sold very well [12:58] because the buyer for this design wants [13:02] a naturally aspirated V12 with a manual [13:05] shifter, right? Uh and they want [13:06] something that's that that's more [13:08] focused and more uh of an experience. [13:10] They don't want something that's [13:11] practical at all. Um and so, [13:13] >> Yeah, so so so anyways, uh people are [13:15] always negative on on recent Ferrari [13:18] launches. I don't I I usually don't [13:20] agree. I think it a bunch of them have [13:22] been great. But, the anger towards the [13:23] design I think is totally misplaced. You [13:25] got to be You got to be like dis- [13:27] disappointed in the price, uh the gap [13:30] between what you can get from a range [13:33] and performance from Tesla or BYD, let's [13:36] say in the 50-60,000 dollar range. [13:38] You're looking at a 10x difference, [13:41] right? And that that gap is just way too [13:43] wide. So, I think that if they had been [13:44] able to come in in the low 300s with [13:47] this, it would have been super [13:49] desirable, quite functional, right? This [13:52] is a great great commuter. I would We [13:54] would have been seeing these all over [13:55] LA. I think this is going to flop, and I [13:59] actually think that if Ferrari wants to [14:02] be competitive in this sort of like mass [14:04] market EV category, even like luxury, [14:07] high-end, I I think they would have to [14:09] at this point like partner with like You [14:12] could imagine them partnering with with [14:14] someone else and effectively just saying [14:16] like, you know, throwing in the towel. [14:17] We texted one of our buddies who has [14:19] maybe 30 or so Ferraris this morning, [14:23] uh and uh he will be buying one. [14:25] >> He made a good point. Whether it's [14:26] He made a good point. Anything that's uh [14:28] you know, hated at launch has the [14:30] opportunity, like the expectations are [14:32] low, has the opportunity to become like [14:33] a cult classic at some point. There's a [14:35] lot of cars that launch and people are [14:36] Like this is what happened with the [14:37] Carrera GT. You really it doesn't look [14:39] any different, it doesn't look as [14:40] extreme, it doesn't stand out if you're [14:43] stopped next to a 911. Most people will [14:45] just think it's a So, you think 911. You [14:46] think in in 10 years we could be looking [14:49] at Luches going for two, three million? [14:52] Probably not, but who knows. Luca uh [14:55] former chairman of Ferrari, which Trey [14:56] mentioned in the chat earlier in [14:58] Italian, he says, "If I say what I [15:00] really think, I'd be doing Ferrari harm. [15:03] You risk destroying a legend. I'm very [15:05] sorry. I just hope they at least take [15:07] [laughter] the prancing horse off that [15:09] car." [15:11] Wow. What should we do? [15:13] This for sure is one car the Chinese at [15:16] least won't copy off us. Wow. TJ, This [15:21] uh F40, 360 [15:23] owner has driven most modern Ferraris. [15:26] So, he he feels he's very qualified to [15:29] chime in. He says an apparently an [15:31] unpopular opinion, but I think this is [15:32] great. Interior fully Johnny, exterior [15:35] totally Mark C the Ford concept, which [15:37] we can pull up. I imagine for the OCD [15:39] types the daily interactions are going [15:41] to be quite satisfying. Yeah. I'm [15:43] excited to drive one. I won't be buying [15:46] one. [15:47] >> be withholding judgment. [15:49] >> [laughter] [15:49] >> I won't be judging it with my eyes [15:50] covered. Yeah, TJ says my opinion is is [15:52] in 10 years time the Johnny Ive Ferrari [15:54] design will be the main business at a [15:56] price point of 150 to 250k equivalent [15:59] and slowly washes out Ferrari as we know [16:01] it. Launching at today's price point [16:02] preserves the dying core biz while they [16:04] transition to an Apple style business. [16:07] TJ knows a lot more about cars than I [16:09] would I would take uh but I would take [16:11] the exact opposite. [16:12] >> to do. [16:13] >> take the exact opposite. I think this is [16:15] going to be more and more like an ultra [16:17] luxury brand, small number of cars at [16:20] very very high prices [16:22] >> Yeah. for hardcore enthusiasts. [16:24] >> Yeah. Manual and naturally aspirated and [16:27] like the normal [16:28] >> coming back. They're making They're [16:29] making a version of the 296 without the [16:31] EV componentry. [16:33] >> So, so yeah, I would take the exact [16:36] opposite side of this. Yeah. Unless [16:38] Ferrari, you know, does you know, does [16:41] something like effectively a licensing [16:42] deal and says, "Hey, we can't make a car [16:45] for this cheap, but we can license the [16:48] badge [16:48] >> Yeah. and BYD can make a car for 50 [16:50] grand [16:51] >> That might be it. and then we'll charge [16:52] 50 grand a car with the prancing horse [16:54] on it. [16:54] >> Yeah. I mean And that would be full [16:56] utilization, but [16:57] >> could make [16:58] >> So, Waymo is sourcing the powertrain and [17:01] battery from Chinese EV manufacturers, [17:04] but none of the telemetry, [17:07] telecommunication systems, IT systems, [17:10] that's all Waymo. And so, you get all of [17:13] the benefits of the Chinese industrial [17:17] supply chain, you get efficiencies [17:19] around batteries and cheaper frames and [17:23] power trains and drive trains [17:26] and the batteries, but you don't have [17:28] the oh like the Waymo spying on me [17:30] because the cameras were made there [17:32] necessarily or like the whole car was [17:34] made there. And so I think Waymo's been [17:37] very quiet about this. Obviously, [17:39] they're not really like openly talking [17:40] about this decision, but I think that [17:42] they that they picked a very clear line [17:45] in the sand with with what parts of the [17:47] Chinese supply chain they would go into [17:49] because the whole like Waymos are [17:51] Chinese cars would be like a bad [17:53] headline, but if they can say well, [17:56] we're just buying things there that they [17:58] can't have any spyware in there because [17:59] it's just a bunch of aluminum and [18:01] battery packs or whatever. I think that [18:03] will [18:04] at least I think that's their strategy. [18:06] People will still be suspicious, of [18:07] course. Uh but by and large, I think [18:09] people will be happy. [18:10] >> Uh anyways, we should talk about [18:12] >> Enhanced Games. [18:13] >> Yes. So, I [18:16] It's pretty [18:17] I went over to to David Sacks' house [18:19] >> Yeah. on Satur- on Saturday. We were all [18:22] excited to watch and uh we basically [18:25] turned it on pretty much 15 minutes in. [18:28] I texted John and said I thought the [18:30] stock would nuke on Tuesday. [18:33] >> Yeah. And it did. It's down um I let's [18:37] see. It was [18:37] >> From my perspective, I saw chatter about [18:40] the Enhanced Games on the timeline. It [18:42] seemed like everything was going normal. [18:44] I saw some viral clips. I saw some posts [18:47] about it. I didn't notice anything out [18:50] of the usual, but you said that it did [18:52] not like blow you away and I wanted to [18:54] understand what about it was not a great [18:58] like you you you come away paying for a [19:00] UFC pay-per-view or or watching it on [19:02] Paramount Plus now uh very satisfied. [19:05] Like why was this any different? From my [19:07] perspective, this looks just like any [19:08] other sport on TV. It looks like [19:10] something you watch in sports and yeah, [19:12] you root for somebody and you pick a [19:13] team and [19:14] >> Yeah, so so first of all, you know, this [19:16] company went public before they'd ever [19:17] hosted an event, right? So [19:20] and we've been hearing about it for [19:21] years. I I said to you this morning it [19:23] feels like we've been hearing about this [19:25] for like 8 years. You said it's more [19:26] like maybe 2 years or something that [19:28] it's even being talked about. [19:30] >> But anyways, a lot of anticipation. [19:32] People have been super excited about [19:33] this. The entire concept I I think is is [19:36] just like really cool, wild, right? You [19:39] take something that like the Olympics [19:41] which you know, even if you're not [19:42] obsessed with swimming or weightlifting [19:45] or running or any of these things like [19:48] the Olympics are always like in a you [19:50] know, an exciting cultural moment. I I [19:52] personally, you know, have a bunch of [19:54] you know, fond memories watching the [19:56] Olympics, right? So take something that [19:57] I that I generally think is very cool [19:59] >> Mhm. and you add you know, steroids. [20:01] That's a very fun idea. Yeah, should be [20:03] jet fuel. Uh jet fuel. Should enhance [20:06] the experience. There's a bunch of stuff [20:07] I would give them a pass on, right? Like [20:09] the production value putting on an event [20:10] for the first time. It didn't feel like [20:12] you were watching the Olympics. It felt [20:13] like you were watching like a someone's [20:16] first attempt at hosting an Olympics. [20:18] >> There weren't those like crazy like [20:19] drone cameras following things, ultra [20:22] slow motion [20:22] >> Yeah, they were they were trying to do [20:24] stuff, but again the people doing [20:25] commentary have never done it before. [20:27] >> Sure, sure. Uh you know, the the the [20:29] whole event is you know, just being [20:31] birthed, right? So it had an insane [20:33] amount of attention on it for first [20:35] event, which is always tough. But then [20:37] watching it I realized like you can't [20:38] just watch somebody run in a race and [20:41] know whether or not they're breaking a [20:42] record. Like you can see like oh that [20:43] person's quite fast. [20:44] >> Yeah. Unless there's like crazy graphics [20:47] and stuff. [20:47] >> an overlay of Usain Bolt of like the [20:49] official [20:50] >> Yeah, yeah. So so [20:52] it's never about exactly how fast [20:54] someone was, right? Because sure there's [20:56] records involved, but you can't [20:58] noticeably see whether somebody lifted [21:01] 220 kg or 220.1. [21:05] It's not visible to the eye, right? And [21:07] so, what became really obvious to me [21:09] instantly was like the appeal of the [21:11] Olympics is you have these like very [21:12] niche activities where athletes dedicate [21:14] their entire life to to this pursuit, [21:17] and then every 4 years there's like a [21:19] 5-minute period where they're getting [21:22] like the entire world's attention and [21:23] they're representing their country and [21:25] they're going for glory, and they either [21:28] they either do it or they don't. They [21:30] get the gold medal or they don't. It [21:31] just stuck out to me immediately that [21:33] it's about, you know, national pride, [21:35] representing your country, [21:38] uh you know, [21:39] uh true excellence, right? And in [21:42] watching this, there was none none of [21:44] that uh they were trying to do to [21:46] basically build up the brands of the [21:48] athletes ahead of time. I didn't feel [21:50] like bought into any of the story lines. [21:53] These were a bunch of athletes that were [21:55] formerly Olympic athletes, and some of [21:57] them had done quite well, that are now [21:59] basically opting in to just a for-profit [22:02] like The Olympics are not about making [22:04] money. The Enhanced Games were about [22:06] Sure, it was about the athleticism [22:08] athleticism, but a lot of it was just [22:10] like a payday. We basically we turned it [22:12] on, and then we walked outside, and we [22:14] just made a fire and like hung out, and [22:15] it was like really far in the distance. [22:17] Uh and we eventually came back came back [22:19] for the very end, not realizing that no [22:22] records had been been broken until the [22:25] moment. [22:26] >> entire night until the last event. [22:27] >> Last event. So, yeah. So, anyways, it it [22:29] wasn't it didn't like capture me. I [22:31] think that uh it's something entirely [22:34] different than the Olympics. I I think [22:36] it's a very clever way to market generic [22:38] supplements, right? If you go on [22:40] enhanced.com right now, we don't have an [22:42] affiliation, of course, but you can just [22:44] get testosterone and bunch of, you know, [22:47] bunch of different products. But But [22:48] yeah, it to me to me you also came away [22:50] being like the human spirit is way more [22:52] powerful than any PED. [22:55] And just like dedicating your life to [22:57] something for decades and being [22:59] absolutely obsessed [23:01] and and representing your country is [23:03] more powerful than being able to do [23:05] whatever performance-enhancing drugs. [23:07] So, major white pill for humanity. [23:10] >> up. Yeah. Well, we have some words of [23:12] wisdom [23:13] to end on. [23:15] You can lead a horse to Baja, but you [23:17] can't make it blast. These are wise [23:20] words. I'm angry Make sure I'm angry [23:22] that we didn't think of that. [23:24] >> We've talked a lot about Baja blasting. [23:26] If you're in a code red, when you finish [23:28] the code red, you got a Baja blast. You [23:30] got to make sure that that part leaks [23:31] out. But, we never thought of you can [23:33] lead a horse to Baja, but you can't make [23:35] it blast. Also, uh Michael Timms ran [23:37] into some problems here. He said he's [23:39] been trying the whole 2 g of creatine [23:42] per 1 lb of body weight thing for a [23:45] month now, and he's never felt worse. [23:47] How do you guys do it? It's also like a [23:48] $1,000 a week of creatine. [23:51] Hilarious. Also, it's supposed to be uh [23:53] what what is it? 1 g per body per pound [23:55] of body weight for protein, I think is [23:57] the the joke, but uh 2 g of creatine. [24:00] What what what what's the normal [24:01] creatine dose? 5 g, right? 5 g a day, [24:04] maybe 10 g a day. About 1 100th of what [24:07] he was doing in this joke, of course. We [24:10] will be off tomorrow and [24:12] Thursday. Uh we have a short week. We'll [24:14] be back on Friday. We are heading to New [24:16] York for some business trips. [24:19] >> I asked ChatGPT for a phrase like you [24:21] can lead a horse to Baja, but you can't [24:23] make it blast, and it said you can leave [24:25] a you can lead a horse to Taco Bell, but [24:28] you can't make it Live Mas. [24:31] Terrible, but kind of funny. [24:33] >> [laughter] [24:36] >> Uh [24:37] well, folks, thank you so much for [24:38] tuning in. [24:39] >> an honor. Leave us five stars on Apple [24:41] Podcasts and Spotify. Sign up for our [24:43] newsletter at tvfan.com. We will see you [24:44] on Friday. Goodbye. Cheers.