David Rosenthal

Ferrari clients and Ferrari collectors aren't upset by the fact that Ferrari has a couple hundred million commoner fans out there.

In fact, they're happy about it.

Yep.

Yeah.

Hermes doesn't have a couple hundred million teenage girls around the globe that have posters of Birkins on their walls that they have to please.

Hey, look, it doesn't validate the, you know, Acer netbook, but there is like some actual justification to the activity.

Yeah.

So manufacturing.

Should we talk about how that changes under Luca's tenure?

I think so.

Or at least he started it.

It was really important to him that the factories be first rate.

So he brought in great architects to redesign the factories.

And this is when, if you look at video or photos of Ferrari factories today, they have trees in them.

He brought in the trees.

Yes, it really reminds me of Rolex in this regard.

And there's another dimension that it's different from just about every other car manufacturer out there.

Most 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.

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.