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▶ 17:04 · $RACE · The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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TBPN

The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN

2026-07-30 · 1 company · 5 thematic
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john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

quote
“My view is that I don't think they should have done a car like this because I do think it hurts the brand unless it was going to drive so many sales that it could make the rest of the cars that they make better, right? Like what the Cayenn…”
—john coogan
now playing · $RACE
$RACE···neutral· mediumjohn coogan
Coogan questions Ferrari EV strategy: Luce lacks volume to subsidize brand like Porsche Cayenne
Ferrari's Luce EV is too low-volume and iconoclastic to play the brand-subsidy role that the Cayenne did for Porsche or Urus for Lamborghini; without high volume it risks diluting…