electric vehicles

also referred to as: ev · evs

5 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Mar 19, 2025 by Car Dealership Guy · said 2 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by John Coogan (2)

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Everything said about electric vehicles, oldest first

Mar 19, 2025 neutral
Assertion Supported
EV demand is growing linearly, falling behind automaker supply expectations
“Right now, demand has been growing very consistently and linearly. Like it hasn't gone exponential. Like the demand is still growing. If you look at simply, you know, how many EVs are being sold, but relative to the supply that was produced and what was out th…”
Car Dealership Guy Mar 19, 2025 ▶ 9:52 Car Dealership Guy on Electric Vehicles, Automation, and the Future of Car Dealerships.
Mar 19, 2025 neutral
Insight
Car Dealership Guy: Average car buyers prioritize price over powertrain
“I don't care. Like the average American doesn't care if it's an EV or a gas or it runs on fricking water. Right. They need to be able to afford something.”
Car Dealership Guy Mar 19, 2025 ▶ 10:39 Car Dealership Guy on Electric Vehicles, Automation, and the Future of Car Dealerships.
Dec 17, 2025 bearish
Assertion Supported
Ford lost approximately $50,000 on every electric vehicle sold last year
“Last year, Ford lost about 50,000 dollars for each EV sold.”
John Coogan Dec 17, 2025 ▶ 27:40 Ford PULLS BACK EV Investment
Jan 16, 2026 positive
Assertion Supported
Tesla's Texas refinery can supply lithium for over 500,000 EVs annually
“The single refinery can supply lithium for over 500,000 EVs per year, and directly challenges China's 60% grip on global lithium refining.”
Tyler Denk Jan 16, 2026 ▶ 8:07 Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
May 27, 2026 bearish
Prediction Not checkable as stated
Hays: Ferrari Will Never Be Competitive in EVs
“It's basically proving that Ferrari, I don't think can ever, I don't think they'll ever be competitive in EVs.”
Jordi Hays May 27, 2026 ▶ 10:48 Reactions: Ferrari’s First EV, The Enhanced Games | Diet TBPN
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