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TBPN

Ferrari EV, Enhanced Games, Alcohol & Podcasting | Christopher Hale, Sean Henry, Eric Ries, Alex Atallah

26 May 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is discussed at the start of this section?

0.503 - 11.017 John Coogan

We're watching TBPN. Today's Tuesday, May 26th, 2026. We are live from the TBPN Ultradome, the Temple of Technology, Fortress of Finance, the Capital of Capital.

0

11.357 - 24.034 Jordi Hays

We're back. We're back. A lot of complaining around the office this morning. Oh, yeah? Team was upset. They said two days is the perfect length for a weekend. Three is just too many.

0

24.455 - 24.895 John Coogan

Too many.

0

25.356 - 26.317 Jordi Hays

And so we're glad to be back.

0

26.337 - 31.031 John Coogan

We're back. And Ferrari's back with a new electric car.

31.151 - 32.255 Jordi Hays

Are they? Are they back?

32.677 - 56.426 John Coogan

That's what we're going to debate. They're certainly, they launched it. Ferrari launches a $640,000, Johnny Ive designed, glass clad electric speedster. They're calling it the electric speedster. I was not, it's four door. And that is the journal's word. It holds five seats. I wouldn't, when I think speedster, I think smaller. I think two seats.

56.466 - 57.687 Jordi Hays

I wouldn't. I think Porsche speedster.

Chapter 2: What are the details of Ferrari's new electric speedster?

57.707 - 59.569 Jordi Hays

It is quick. It is speedy.

0

59.549 - 76.956 John Coogan

Well, have they actually released numbers on how quick it is? I know that they mentioned that it has 1,000 horsepower. We would assume that it's quick, but who knows? We don't have a Nürburgring time. We don't necessarily have a 0-60 time. We will see. But we do have some good coverage from the Wall Street Journal.

0

76.976 - 84.368 Jordi Hays

I think there is a 0-60. What is it? I think they released it. It is more performant than, I believe, the Model 3, I will confirm.

0

84.388 - 86.451 John Coogan

Model 3 or the Model S Plaid?

0

87.292 - 88.578 Jordi Hays

Oh, that's a good question, John.

88.598 - 91.652 John Coogan

Because the Model 3 is not like base Model 3.

91.672 - 93.359 Jordi Hays

It's 0-60 in less than 2.5 seconds.

93.842 - 118.11 John Coogan

Okay, that's not as fast as a Plaid. That's, yeah, that's sort of surprisingly low or surprisingly high. Anyway, named after the Italian word for light, the Luce will test, or is it Luce? Luce. Luce will test the appetite of the super rich as EVs have fallen out of favor in the United States. It'll be interesting to know where, when did this start?

118.33 - 138.399 John Coogan

Because there has been a big shift and it happened somewhat quickly. It feels like it's been, like the shift away from EVs happened over a year or two. But the design timelines for a project like this might be five years, might be even longer. So let's set the table with the Wall Street Journal article, and then we can go into your take, just so we have a little bit of context here.

Chapter 3: How does the Ferrari Luce compare to traditional models?

344.399 - 367.943 John Coogan

The launch event stadium took place in Rome in a stadium with a towering concrete sail that was opened for the Vatican's 2025 Jubilee, featured tortellini by Italian chef Massimo Bottura, clips of Formula One stars Lewis Hamilton and Charles Leclerc racing the car, and lots of lights. Ooh, I want to see what this car actually looks like on the track. I haven't seen a video of that yet.

0

367.923 - 389.221 John Coogan

The unveiling sparked a debate among car fans online, with many pillaring the design as too far outside of Ferrari's design traditions. Ferrari's Milan-listed share slumped around 6%. Ferrari has framed the shift as a chance to experiment. We wanted to do what we hadn't been able to do before, said Ferrari chairman John Elkin. Let's see.

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389.581 - 405.761 John Coogan

The Luce is Ferrari's first ever Ferrari with five seats, an option ruled out by the axle in its traditional powertrain configuration. So if you have a family of five, this is your only option. Despite the roominess, the EV accelerates from 0 to 60 in less than 2.5 seconds.

0

405.781 - 411.308 Jordi Hays

And if you have a family of six, you could pick up two of these for just over $1.2 million.

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411.568 - 411.769 John Coogan

Yes.

412.109 - 414.332 Jordi Hays

And... And you'd still have some room for friends.

414.352 - 431.319 John Coogan

Husband and wife, his and hers. Yes. His and hers Luches. Yeah, wild, wild prop. Also, yeah, I mean, top speed's 190. Top speed in the Plaid is 200. And top speed in many, you know, Cadillac CT5V Blackwigs may be more than 200.

431.439 - 436.708 Jordi Hays

I did confirm, by the way, that it is half a second slower than the Model S Plaid.

436.888 - 437.148 John Coogan

Yeah.

Chapter 4: What are the implications of Ferrari's pricing strategy?

1157.249 - 1167.02 Jordi Hays

When I thought about who is a buyer for this, it's like foreign exchange student in the US that needs a car for like a few years.

0

1167.06 - 1169.382 John Coogan

Instead of like a black badge calling in or something.

0

1169.522 - 1173.066 Jordi Hays

Exactly, exactly. But that's not a big market.

0

1173.603 - 1194.141 John Coogan

Yeah, it's just hard because I understand the concept of like the, when I imagine like the Cullinan like driving on the sand dunes in Saudi Arabia, it just has such a different vibe. It's so much more regal and royal than this design. This design is so much more friendly.

0

1194.162 - 1212.958 Jordi Hays

We can actually go and look at- or a Ferrari Luce, which is a just extremely millennial coded car.

1213.09 - 1217.315 John Coogan

I mean, it has a lot of the Apple feel to it. A lot of people were making it.

1217.396 - 1236.941 Jordi Hays

I had a theory earlier that maybe the real cost, maybe it's like a $50,000 car, but making a custom iPad, and you're only going to make a very small number of them. You're only going to make like- It's a $500,000 interior. No, it's a $600,000 iPad in the front console.

1237.261 - 1237.782 John Coogan

Yeah.

1237.964 - 1246.319 Jordi Hays

So it's basically like a Model 3 and a $600,000 iPad combined, right? Because I don't think they're going to be making a lot of these.

Chapter 5: What are the key takeaways from the Pope's encyclical on AI?

4201.23 - 4201.751 Unknown

Jordan, anything else?

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4201.991 - 4228.842 John Coogan

I appreciate it. Have a great rest of your day. Thanks so much. We'll talk to you soon. Goodbye. Interesting. I am excited for more people in tech to digest the encyclical and see where all of this goes. We have our next guest joining in just three minutes, three minutes. We have time for one quick story, closing out the enhanced games, of course.

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4228.822 - 4238.973 John Coogan

The next thing was that over the weekend, Diary of a CEO host, Stephen Bartlett, went viral for saying that.

0

4239.354 - 4241.096 Jordi Hays

Tyler, throw me a beer.

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4242.057 - 4258.035 John Coogan

So this is a funny clip. We can play this actual clip. Ross Hendricks. A lot of people were not happy with this. The quote is from a clipper. It says, Stephen Bartlett says a few glasses of wine ruined the next three days of his life. Let's play this clip.

4258.387 - 4275.108 Stephen Bartlett

It's one of those areas where you don't understand the hidden cost until you really give it up for a while. And I think about my own relationship with drinking. And I stopped drinking at 30 years old. I'm now 33. And I had just drank because I just drank. I'd never ran the experiment of just giving it up for a while. And then, like, I don't know, maybe I was at 31.

4275.128 - 4290.825 Stephen Bartlett

I thought, you know, I'll have a drink again. Because now I could really A-B test it. I had a year of not drinking, decided to have a drink again. It ruined three days of my life. I had a couple of glasses of wine, didn't get drunk. It ruined three days of my life because of the domino effect it caused. So it meant that I got worse sleep that night.

4291.245 - 4308.781 Stephen Bartlett

And then because I got worse sleep that night, I ate more poorly the next day because my dopamine system or whatever, the cortisol system was all messed up. And then I podcasted worse. I didn't go to the gym the day after. People did not like the iPodcasted worse line. Because I felt really bad. I then slept worse. And I could track all of this on my website.

Chapter 6: How does alcohol consumption impact productivity in podcasting?

4308.801 - 4319.214 Stephen Bartlett

Hashtag ad, hashtag sponsor, hashtag investor, whatever. Yeah. And I was like, oh my God. I love that Chris is just chilling there. The perfect page bait. Hidden domino effect that I must have been living with for my whole life.

0

4320.355 - 4342.604 John Coogan

So this is like a very non-controversial take that has been popular on podcasts for years, really. But it's so pointed here. And I think it, I mean, there's a bunch of interesting things. I mean, a lot of people are just saying like, oh, you should just be able to drink and like, It's gone too far with the total abstinence culture. You should be able to have a glass of wine and be fine.

0

4342.744 - 4364.168 John Coogan

If you're completely knocked off of everything for three days after a couple glasses of wine, you're not actually strong and hearty. Life will throw other problems at you, and much worse than three glasses of wine, you will lose sleep because your kid is sick, and you will still be asked to perform. And so you should be performing.

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4364.289 - 4382.374 Jordi Hays

Yeah, I think parents watching this certainly looked at it and thought, if one bad night's sleep doesn't allow you to work out for two days or throws you off so significantly, you probably shouldn't have kids because get ready for every other night.

0

4382.394 - 4384.957 John Coogan

A lot of craziness. Life will throw all sorts of stuff at you.

4385.178 - 4394.624 Jordi Hays

It was funny because when we started doing the show and you saw my various health habits, you used to joke like, John would say, I'm a junkyard dog.

Chapter 7: What insights does Sean Henry share about Stord's recent funding?

4394.804 - 4406.729 Jordi Hays

I just eat everything, and I just assume it's healthy and nourishing, and I feel great, right? And you would joke that you would say, if Geordi had a single inorganic blueberry, he would... He would kill him. He would explode.

0

4406.749 - 4409.134 John Coogan

He would explode instantly. The thoroughbred diet.

0

4409.234 - 4417.134 Jordi Hays

So yeah, I've certainly just, you know, battle that myself. The point of being healthy is to be resilient.

0

4417.154 - 4432.793 John Coogan

I mean, the funny thing is that we used to have Dom Perignon episodes where we would drink on the show and it actually did make us podcast worse, as silly as that sounds. It was harder to maintain the flow of conversation and you'd think, oh, having a couple of drinks probably loosens you up. No, this is actually a performance.

0

4432.833 - 4438.52 John Coogan

Even though podcasting is a silly job, it is a job and you need to be on and you Yeah, another example.

4438.54 - 4461.838 Jordi Hays

So we basically decided early on to never take sick days, partially because we spend so much time together. If one of us gets sick, usually the other one gets sick. It's just part of the game. And think about moments where... you just feel like completely terrible. But because we don't take sick days, we're like, okay, we're going to power through.

4462.399 - 4491.18 Jordi Hays

And you end up still like, we end up still having a fun time. We end up hopefully still having a good show. And so, yeah, I think we probably hit... I was talking with some friends yesterday, and it feels like alcohol is going to go the way of cigarettes, where it's broadly established that it is very unhealthy, but can still be quite enjoyable.

4491.16 - 4499.187 Jordi Hays

And, uh, we'll maintain some level, uh, like cigars, cigars. No, but, but I mean, cigarettes are still widely.

4499.347 - 4515.581 John Coogan

Yeah. But cigarettes are so addictive that people either like smoke them all the time or not at all. Whereas I think a lot of people who do drink wine will have like a glass of wine on the weekends. Whereas there's no one who's like, I have one cigarette a week. That's not like a thing, but people do that with cigars.

Chapter 8: How is neurodiversity shaping the future of AI at OpenRouter?

4554.207 - 4571.37 John Coogan

But when the clip is introduced, it's like Stephen Bartlett says a few glasses of wine ruined the next three days of his life. It's written like a press release. It's like a statement. And it's not necessarily what Stephen would have put out as a press release. He wouldn't necessarily have done a blog with the title

0

4571.35 - 4578.697 Jordi Hays

Yeah, and the actual, this is a guy that cares a lot about performance. He's basically admitting that he had a few glasses of wine and it threw him off.

0

4578.717 - 4593.051 John Coogan

Yeah, and he's just trying to tell a positive story of just removing something, feeling healthier. It made him happy. I don't know, but it clearly triggered everyone because there's 24 million views on this and 2,000 quote tweets.

0

4593.591 - 4607.728 Jordi Hays

And Ian over at SciComm, the team behind Huberman, Ian is pulling up the chart of new podcasts by year. It's possible that drinking is correlated with podcast creation.

0

4607.808 - 4608.389 John Coogan

People are drinking.

4608.409 - 4611.553 Jordi Hays

Because people are drinking. We should start a podcast. We should start a podcast.

4611.573 - 4612.314 John Coogan

Maybe, maybe.

4612.394 - 4615.038 Jordi Hays

It actually peaked right in 2020 and it falls off a cliff.

4615.058 - 4616.039 John Coogan

This is a crazy chart.

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