Ford Motor Company

also referred to as: ford

9 statements across 5 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 20, 2022 by Ben Gilbert · said 76 times in 14 episodes since 2021 · across every show →

Mentions by year

brought up most by Ben Gilbert (40), David Rosenthal (32), Doug DeMuro (2), Brinton Johns (1), Brad Gerstner (1)

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00101.5203202120222023202420252026episodesmentions per episode
2026 52 mentions in 3 episodes 17 per episode
2025 10 mentions in 2 episodes 5 per episode
2024 4 mentions in 2 episodes 2 per episode
2023 5 mentions in 3 episodes 2 per episode
2022 3 mentions in 3 episodes 1 per episode
2021 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ford Motor Company, oldest first

Apr 20, 2022 positive
Opinion
Gilbert: Every tech company failed at in-car differentiation except Tesla
“Every technology company has had their fanciful attempt to try to create a meaningfully differentiated experience in the car, all have failed. You think about Microsoft and the Ford Sync. You think about CarPlay, kind of, maybe a little bit works. And the only…”
Ben Gilbert Apr 20, 2022 ▶ 1:37:10 Nvidia: The Machine Learning Company (2006-2022) · Acquired
Dec 16, 2024
Assertion Supported
Mars hired Ford plant designer Austin Company for its Chicago factory
“He contracts the Austin Company, which had built and designed all the Ford automobile plants and assembly lines to build the lines in the Mars factory.”
David Rosenthal Dec 16, 2024 ▶ 59:37 Mars Inc. - The Chocolate Story (Audio) · Acquired
Mar 5, 2026 bullish
Prediction Held up
Rosenthal: Ford and Red Bull Will Score a Podium in Their First Season
“Whereas Ford is coming in with Red Bull, one of the top teams, like they're going to be on the podium from season one.”
David Rosenthal Mar 5, 2026 ▶ 3:35:43 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
Mar 5, 2026
Assertion Supported
Red Bull Purchased the Jaguar Formula 1 Team for One British Pound
“The purchase price that Red Bull paid was one British pound to establish Red Bull Racing.”
David Rosenthal Mar 5, 2026 ▶ 2:10:09 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
Apr 14, 2026 neutral
Assertion Supported
Gilbert: Proposed 1963 Ford-Ferrari deal split road cars and racing operations
“There are two companies that are formed. One is called Ford Ferrari. It is 90% owned by Ford, and it would make road cars. There's a second called Ferrari Ford that's 90% owned by Ferrari. That's the racing team.”
Ben Gilbert Apr 14, 2026 ▶ 1:16:50 Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
Apr 14, 2026 neutral
Assertion Supported
Gilbert: Ford negotiated Ferrari purchase price down from $18M to $10M
“The asking price was originally eighteen million, but somehow Ford manages to easily negotiate it down to ten million.”
Ben Gilbert Apr 14, 2026 ▶ 1:16:26 Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
Apr 14, 2026 bullish
Assertion Supported
Ferrari is worth more than Ford, VW, Stellantis, and Mercedes
“Ford, here's another good one, makes a 160 times the number of cars that Ferrari does, yet Ferrari Has a higher market capitalization. They're worth more than the Ford Motor Company, and Volkswagen, and Honda, and Stellantis, and Mercedes-Benz.”
Ben Gilbert Apr 14, 2026 ▶ 3:43 Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
Jun 23, 2026
Assertion Supported
Disney created four sponsored pavilions for the 1964 World's Fair
“The four exhibitions that they create for the 1964 World's Fair, many of which should probably sound familiar to you, It's a Small World, sponsored by Pepsi and UNICEF... Two, the Carousel of Progress, sponsored by General Electric. Three, The Magic Skyway, sp…”
David Rosenthal Jun 23, 2026 ▶ 3:45:16 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
Jun 23, 2026
Assertion Supported
Ford paid $1 million rather than let Disney port Magic Skyway
“Three of the four. The Ford one does not. The part of the deal is that Walt says, you have to pay a million dollars to use my name as a part of your attraction, of course, in addition to footing the bill for building it, but I'll forgive that million dollars i…”
Ben Gilbert Jun 23, 2026 ▶ 3:47:05 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
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