Porsche, every mention
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every year anyone David Rosenthal 325Doug DeMuro 233Ben Gilbert 145
Verbatim, from the transcripts: the passages where Porsche comes up
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
- ▶ 2:15 Ben Gilbert Porsche?
- ▶ 2:17 Ben Gilbert Even Porsche ships 22 times the number of cars that Ferrari does.
- ▶ 1:11:39 David Rosenthal It's like for Porsche when James Dean died in the Porsche five-fifty Spyder, or in the modern era when Paul Walker died in the Carrera GT.
- ▶ 1:11:39 David Rosenthal It's like for Porsche when James Dean died in the Porsche five-fifty Spyder, or in the modern era when Paul Walker died in the Carrera GT.
- ▶ 2:07:39 David Rosenthal Other car companies, even the Porsches and the Audis and the Lamborghinis, a lot of the models that they're making are based on shared platforms.
- ▶ 2:07:52 David Rosenthal So like, we'll get into this more toward the end of the episode here, but the Lamborghini Urus, the Lamborghini SUV, that is the same platform as the Porsche Cayenne, which is the same platform as the Volkswagen Touareg.
- ▶ 2:48:46 Ben Gilbert 60% of Porsches sold at this point are SUVs.
- ▶ 2:48:54 Ben Gilbert And when you go up market from Porsche, even to Lamborghini, which looks a lot like Ferrari from a production volume standpoint, they only make 11,000 cars a year also.
- ▶ 2:49:27 David Rosenthal It's the exact same thing that happened with Porsche.
- ▶ 2:49:29 David Rosenthal Porsche was the nine 11 company, and now they're the Cayenne and Macan company.
- ▶ 2:49:29 David Rosenthal Porsche was the nine 11 company, and now they're the Cayenne and Macan company.
- ▶ 2:49:29 David Rosenthal Porsche was the nine 11 company, and now they're the Cayenne and Macan company.
- ▶ 3:12:56 Ben Gilbert This quote, Porsche delivers more cars each year than Ferrari has ever.
- ▶ 3:19:02 Ben Gilbert Porsche,
- ▶ 3:19:04 Ben Gilbert Freaking Porsche, 15 to 25%.
- ▶ 3:21:00 Ben Gilbert That is more than the entire retail price of your average luxury sedan, and even Porsche would need to sell six cars to equal the profit dollars that come from a single average Ferrari.
- ▶ 3:27:06 Ben Gilbert This is having a huge impact on brands that expanded into China in the last decade, like we talked a lot about on our, our Porsche episode.
- ▶ 3:27:22 Ben Gilbert Now, Porsche, on the other hand, China was 33% of their deliveries a few years ago, which has collapsed all the way to 15% and continues to fall.
- ▶ 3:34:08 Ben Gilbert Porsche is Rolex.
- ▶ 3:34:10 Ben Gilbert I mean, they make an absolute crap ton of them.
- ▶ 3:34:12 Ben Gilbert Rolex is a million a year, and Porsche, I don't have the numbers in front of me, but it's 303 120,000 or so a year.
- ▶ 3:34:36 Ben Gilbert I could easily see buying a Porsche.
- ▶ 3:34:50 Ben Gilbert If you're gonna make the analogy, the crude one, that Porsche is Rolex, I think you can make the analogy that Ferrari is Patek Philippe.
- ▶ 3:58:12 Ben Gilbert If you liked this episode, go check out our episodes on Porsche, Rolex, Hermes, and LVMH.
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 45:06 David Rosenthal Uh, that was Porsche.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 1:08:02 David Rosenthal I will personally give you a Porsche.
- ▶ 1:08:15 David Rosenthal And I believe, in fact, that when they were talking about this in the locker room, he might have first offered a Rolex, and then the players were like, no, that's not enough for doing, like, I need a Porsche.
- ▶ 1:08:29 David Rosenthal Either way, to drive a Porsche, nine 11 in India, period, is like, that's a big statement.
- ▶ 1:09:22 David Rosenthal It's like jingling his hand back and forth, feeling like, I want the keys, my Porsche, my Porsche.
- ▶ 1:09:29 David Rosenthal And he gets his Porsche.
- ▶ 4:25:10 Ben Gilbert Dude, you gotta get Priscilla's Porsche minivan.
Rolex (Audio) · Acquired
- ▶ 1:12:51 David Rosenthal It's like a Porsche nine 11.
- ▶ 1:24:54 David Rosenthal You can totally see why for the right kind of person, this is like a Porsche nine 11 or like, it's just catnip.
- ▶ 3:13:11 Ben Gilbert Once you create the Porsche nine 11, you should just tweak the Porsche nine 11 once every seven, eight years, and that way you can buy a nine 11 just like your grandfather bought a nine 11.
- ▶ 3:19:10 Ben Gilbert It is, the nine 11 that you could have bought 30 years ago is the nine 11 that you have today, but the one today is better engineered.
- ▶ 3:58:24 David Rosenthal They are comparison shopping with, do I buy this Rolex or do I upgrade my nine 11?
- ▶ 4:11:30 Ben Gilbert Like a Porsche, a nine 11, is not.
- ▶ 4:11:30 Ben Gilbert Like a Porsche, a nine 11, is not.
- ▶ 4:12:47 Ben Gilbert My best comparison that I think I came up with is Rolex is Porsche.
- ▶ 4:13:12 Ben Gilbert The Submariner's the nine-eleven.
- ▶ 4:13:43 Ben Gilbert Bottom line of what I'll stick to is Patek is Ferrari and Porsche is Rolex.
- ▶ 4:14:30 Ben Gilbert Porsche doesn't do this.
- ▶ 4:22:58 Ben Gilbert There's maybe two with Porsche and Hermes, but I think you're right, that's Hermes.
- ▶ 4:23:06 Ben Gilbert Porsche trades at 15 X earnings, Hermes trades at 60 X earnings.
- ▶ 4:23:23 David Rosenthal Yeah, that's where this business differs from Porsche.
- ▶ 4:41:04 Ben Gilbert Yeah, you can go spend a lot of money and buy a nine-eleven, but you have the functioning alibi of, well, I needed a car, and I wanted a car I liked driving, or like a handbag.
- ▶ 4:59:41 Ben Gilbert If you like this episode, go check out LVMH, Hermes, or Porsche by searching in any podcast player.
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 1:14:12 David Rosenthal This is when Bill famously goes out and buys a green Porsche nine 11 and is motoring around Albuquerque, getting all sorts of speeding tickets and, you know, hilarious stuff.
- ▶ 1:14:34 David Rosenthal And there's funny stories of the Albuquerque police thought this, you know, how is a kid driving a Porsche nine 11?
Hermès (Audio) · Acquired
- ▶ 5:15 David Rosenthal But instead, we start in the land of hardness and precision, of engineering, of exactitude, the future land of the Porsches of the world.
- ▶ 5:28 Ben Gilbert A century before the Porsches and Volkswagens of the world.
- ▶ 1:13:52 Ben Gilbert I remember this moment in the Porsche episode, you're like, no, come on.
- ▶ 1:13:55 Ben Gilbert Porsche skinnied down the entire lineup to only making the nine 11 because they couldn't justify any of the other products and the whole company was a frickin' mess.
- ▶ 1:13:55 Ben Gilbert Porsche skinnied down the entire lineup to only making the nine 11 because they couldn't justify any of the other products and the whole company was a frickin' mess.
- ▶ 3:20:56 David Rosenthal This concept landed for me during our Porsche episode, working with Doug DeMuro.
- ▶ 3:21:23 David Rosenthal If you buy a Carrera GT,
Holiday Special 2023 (Audio) · Acquired
- ▶ 14:54 Ben Gilbert But with LVMH, with Costco, maybe with Porsche, certainly with Nike,
- ▶ 16:14 David Rosenthal Nintendo, Lockheed, Porsche, Nike, Costco, Nvidia part three, and then Visa.
- ▶ 59:37 David Rosenthal More evident to me, too, in, um, some of our episodes this year, like particularly the Portia episode that we did with Doug DeMuro have blown up on YouTube.
- ▶ 1:01:41 Ben Gilbert It's the curious, thoughtful people who are not in the YouTube comments of the Portia episode.
- ▶ 2:22:03 Ben Gilbert Thank you to Doug DiMero for consenting to join the Crazy Acquired episode process for Porsche.
- ▶ 2:22:13 Ben Gilbert No, but he did all the research, too, and, you know, for someone who has two businesses that he's trying to, you know, run at the same time, you know, he started with a head start on the history of Porsche, but he really did a ton of work…
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 1:04 Ben Gilbert So listeners, we wanted to do this immediately following the Porsche episode, but like, after a seven hour day, and sitting in a pretty hot garage with, ah, a lot of, like, particulate in the air from all these, ah, Amazon moving blankets…
- ▶ 2:25 Ben Gilbert What's the place where you do all of your, the stuff on your channel and it's the place where your career GT is.
- ▶ 2:48 Ben Gilbert Our fun, acquired, like topics to talk about with you, but just didn't fit into the Porsche narrative, uh, including your business, uh, including now that we've had some time since doing that episode for both of us to reflect on like w…
- ▶ 3:21 Ben Gilbert So, um, maybe let's start with, uh, Portia episode follow-up stuff.
- ▶ 4:18 David Rosenthal Ben has this amazing chart that he creates of, like, the amalgamated analytics for all of our episodes, and it's just, like, you know, it's a time series graph, and you see the dots over time, and, like, it always, you know, goes up…
- ▶ 31:02 David Rosenthal These dealers, especially I would assume luxury dealers, like a BMW dealer, Mercedes, or, you know, Porsche might be a little different, but, um, you've got dozens, maybe hundreds of millions of inventory sitting on the lot.
- ▶ 31:45 Doug DeMuro I remember when I was working at Porsche and we were down to our last couple sales, trying to hit a goal at the end of the month.
- ▶ 34:40 Doug DeMuro Porsche has a business right now, um, an auction business called marked that they're running and as a, from Porsche digital, and it's, it's fledgling to say the least.
- ▶ 34:40 Doug DeMuro Porsche has a business right now, um, an auction business called marked that they're running and as a, from Porsche digital, and it's, it's fledgling to say the least.
- ▶ 46:57 Ben Gilbert If you had, David, then our entire text thread would just be us texting three 50 sixes to Doug.
- ▶ 47:24 Doug DeMuro And I'm thinking to myself, you're going to lose so much more money in that family approved new Ford Explorer than you would in a Porsche, you know, Porsche nine, 11.
- ▶ 47:24 Doug DeMuro And I'm thinking to myself, you're going to lose so much more money in that family approved new Ford Explorer than you would in a Porsche, you know, Porsche nine, 11.
- ▶ 48:18 David Rosenthal Portia episode, both from learning about the industry through that, and then obviously doing it with you, and I, I came away and I was like,
- ▶ 50:02 Ben Gilbert What's the, what's, so I, I basically like, with the exception of some, uh, I don't know if they're nineties or 2000, but there's some, like, model of the night 11 in the middle that I don't like as much, but with that weird exception,
- ▶ 50:20 Ben Gilbert Uh, what is the like mid, like the oldest safe nine 11 for me to get?
- ▶ 50:26 Doug DeMuro Porsches have always been safe in terms of like physical safety or like reliability.
- ▶ 51:12 Doug DeMuro Get a new nine-eleven.
- ▶ 1:01:01 Ben Gilbert It's not like, ooh, you got a Porsche.
- ▶ 1:04:21 Doug DeMuro And then, and then go on the weekends with my Porsche or my Ford GT or whatever, and like, have real fun.
- ▶ 1:31:21 David Rosenthal Uh, if anybody in your audience is looking to get into cars as an asset class, wants to do something on cars and bids, maybe like, what, what would your advice be for somebody that's interested in, oh, I might want to buy a nine, 11 from…
- ▶ 1:33:17 Doug DeMuro A lot of cars actually fall right into the same, right in the same area, career GT, four GT, a lot of like very special cars fall into about the same market cap and stuff.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 3:36 Ben Gilbert Our next few episodes are about AI, with CEOs leading the way in this world we are talking about today, and a great interview with Doug DeMuro, where, ah, we wanted to talk about a lot more than just Porsche with him, but, ah, you know, we…
Nike (Audio) · Acquired
- ▶ 2:59:18 David Rosenthal The Porsches.
- ▶ 2:59:19 David Rosenthal Porsche makes tens of thousands of dollars of incremental gross margin with their library wine colors that you can buy.
- ▶ 3:08:06 David Rosenthal Are written all over this company in this episode for me, and this is the clearest thing in my mind that makes this industry and Nike's position and strategy within it so different from, say, an LVMH or a Porsche or any of the others.
- ▶ 3:08:24 David Rosenthal I'm gonna guess Porsche has scale economies, but if you look at the sneaker industry, we talked about this a minute ago, it's such a power law.
Porsche (with Doug DeMuro) · Acquired
- ▶ 0:00 Ben Gilbert It's definitely Porsche.
- ▶ 0:02 Doug DeMuro Porsche.
- ▶ 0:03 Ben Gilbert Porsche.
- ▶ 0:04 Doug DeMuro Yeah, definitely don't say Porsche.
- ▶ 0:05 Ben Gilbert Definitely don't say Porsche.
- ▶ 0:06 Doug DeMuro The family says it more like, like, because I met one of them at one point, they say it more like, not like Porsche, but more like Porsche.
- ▶ 0:12 Doug DeMuro Like, but it's hard, I think it's a German thing, and I think it's difficult to, but, so we all say Porsche.
- ▶ 0:17 Doug DeMuro Porsche.
- ▶ 0:18 Ben Gilbert If you say Porsche with a German accent, it comes out like Porsche.
- ▶ 0:55 Ben Gilbert Today, we tell the story of Porsche.
- ▶ 1:12 Ben Gilbert But why is Porsche, the brand and the product, so special?
- ▶ 1:16 Ben Gilbert The company has struck an incredible balance of both building some of the world's finest supercars while also being a great daily driver, unlike, say, a Ferrari or a Lamborghini.
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