Porsche Sells Bugatti, US Bans Chinese Cars, Trouble At Stellantis And More! THIS CAR POD EP109!
Doug DeMuro · 2026-05-01
💡 Quick Take
1. Bugatti is now owned by Rimac Group (55%) and HOF Capital (45%), with Volkswagen and Porsche completely out of the picture.
2. There's a proposed bill to ban Chinese cars from entering the US, even for tourists, sparking debate about protectionism versus market access.
3. Great Wall Motors (GWM) is developing a V8 gasoline powertrain and a carbon fiber monocoque chassis to compete internationally, especially in the supercar segment.
4. Ford is no longer paying Shelby licensing fees, leading to the discontinuation of Shelby branded Mustang models and the introduction of the Dark Horse.
5. Stellantis is focusing its major investments on four core brands: Jeep, Alpha Romeo, Ram, and Fiat, with other brands receiving less investment.
6. A class-action lawsuit alleges that Ram ProMaster vans with nine-speed transmissions are intentionally programmed to never engage eighth or ninth gear.
7. Cars and Bids is partnering with Mothers, a family-owned detailing product company, and is launching a giveaway with massive prize packs.
8. The speaker has "peaked" with two-seater cars and is now shifting focus to accumulating four-seater vehicles, listing several desired models.
9. The speaker believes the spirit of the original Daytona Coupe is alive in a high-quality replica, highlighting its visceral driving experience.
10. The market for small, engaging hot hatches like the Ford Fiesta ST remains strong due to a lack of new offerings in the US.
11. A charity auction is being held in partnership with Dirtfish, featuring unique items and experiences to support their Women in Motorsports program.
12. The discussion around the Miata potentially going mid-engine highlights a trend of fewer affordable mid-engine sports cars available.
13. The speaker reiterates a commitment to not buying more two-seater cars, despite potential opportunities on competitor platforms.
14. Recreating viral YouTube content today requires more than just a cool car; it needs a compelling story, build, or a truly ridiculous concept.
15. The value proposition of the base Tesla Model Y is its primary story, despite criticism of its performance.
16. The speaker is exploring older, more visceral driving experiences, finding them "alive" in a way modern cars are not.
17. The 1969 Mustang Mach 1 428 Cobra Jet is highlighted as an iconic American car with a powerful presence but less precise handling.
18. The Cars and Bids Velocity Invitational will be the first in-person auction event, with cars closing on-site.
📊 Detailed Explanation
1. Bugatti's Ownership Change: This is a massive shift! Volkswagen, the company that resurrected Bugatti and gave us the Veyron, is completely out. Now, the Rimac Group holds a 55% stake, and HOF Capital has 45%. This means a new era for Bugatti, moving away from the traditional automotive giant and into a more specialized, high-performance electric and hybrid future, likely driven by Rimac's expertise. It's a big deal because it signals a potential pivot in Bugatti's identity.
2. Proposed Ban on Chinese Cars: This is wild! The idea is to ban Chinese cars not just from being sold in the US, but even from entering the country, even for tourists. This is a huge protectionist move. The argument seems to be about protecting the domestic auto industry, but it raises questions about trade, consumer choice, and even the practicalities of enforcing such a ban. It's a sign of the growing geopolitical tensions impacting the auto world.
3. Great Wall Motors' V8 Development: So, while China is often associated with EVs, Great Wall Motors (GWM) is going the opposite direction for international markets! They're developing a V8 gasoline engine and a carbon fiber chassis for supercars. This shows they're serious about competing globally, recognizing that some markets, especially the US supercar segment, still have an appetite for powerful gasoline engines. They're even looking at bringing their engineering talent and products to the US.
4. Ford and Shelby's Split: This is a bit sad for enthusiasts. Ford was apparently paying Shelby $800 per vehicle for the Shelby-branded Mustangs. When you do the math on thousands of cars, that's a significant chunk of change. Ford decided to keep that money and the Shelby name, leading to the end of those iconic models. The new Dark Horse is their attempt to fill that performance gap, but it's not the same as the Shelby legacy. It shows how cost-cutting measures can impact even legendary performance brands.
5. Stellantis's Brand Focus: Stellantis has a LOT of brands (14!), and they've decided to really pump investment into just four: Jeep, Alpha Romeo, Ram, and Fiat. This means other brands will likely get less attention, maybe just platform sharing or regional tweaks. It's a strategic move to consolidate resources and focus on what they see as their strongest pillars. It's a tough reality for brands like Chrysler or Dodge, who might see their budgets shrink significantly.
6. Ram ProMaster Transmission Lawsuit: This is a classic case of "what are they hiding?" The allegation is that the nine-speed automatic in the Ram ProMaster is programmed to *never* use eighth or ninth gear. The lawsuit claims this is intentional. The potential damages would likely be related to fuel economy claims. It's a bizarre situation that makes you wonder about the engineering decisions and transparency in vehicle programming.
7. Cars and Bids x Mothers Partnership: This is HUGE news for car care enthusiasts! Cars and Bids is teaming up with Mothers, a top-tier detailing product company. Mothers is family-owned, and the story of "Mother" herself being involved is really cool. They're launching a giveaway with awesome prize packs – co-branded bags, ceramic products, gift cards – everything you need to make your car look amazing. It’s a great synergy between a platform for selling cool cars and a brand that helps them look their best.
8. Shifting to Four-Seaters: The speaker has officially declared they've "peaked" with two-seater cars. With kids now in the picture, the focus is shifting to accumulating four-seater vehicles. This isn't just about having a family car; it's about actively collecting desirable four-seaters. The list includes some fantastic cars like the E55 AMG wagon, Mark 4 Supra Turbo, and E30 M3 Sport Evo. It's a new chapter in their car collecting journey!
9. Daytona Coupe Replica Experience: This replica isn't your average cobbled-together kit car. It's built with serious attention to detail – billet components, a hand-welded chassis, and a built V8. The speaker describes the driving experience as incredibly visceral and loud, capturing the spirit of the original Le Mans-winning car. It's a reminder that some replicas can offer a truly authentic and thrilling experience, even if they're not the original.
10. Hot Hatch Market Strength: The Ford Fiesta ST, despite being discontinued in the US, is holding its value incredibly well. This is because there's simply nothing else like it on the market. The lack of new small, engaging hot hatches means that well-maintained used examples are in high demand and command strong prices, often above their original sticker. It highlights a gap in the market that manufacturers have left open.
11. Dirtfish Charity Auction: This is a fantastic initiative! Cars and Bids is partnering with Dirtfish, a rally driving school, for a charity auction. 100% of the proceeds go to Dirtfish's Women in Motorsports program. The auction features cool items like a signed race suit from Leah Block, racetrack experiences, and even a private tour of Singer's headquarters. It's a great way to support a good cause while potentially snagging some amazing automotive items.
12. Mid-Engine Miata Discussion: The question of whether the Miata should go mid-engine is an interesting one. While the Miata's core philosophy is a lightweight, affordable, front-engine, rear-drive roadster inspired by classic British cars, the discussion touches on the decline of affordable mid-engine sports cars like the MR2 and Fiero. It sparks a desire for more accessible mid-engine options in the market.
13. Buying from Competitors: The speaker is firm on not buying more two-seater cars, even if a perfect Porsche GT2 or Supra pops up on a competitor's platform like Bring a Trailer. However, they acknowledge that if the "right" car appears (like a Supra), they would still consider it, regardless of the platform. It's a pragmatic approach – the car itself is the priority, not necessarily the selling venue, though they emphasize Cars and Bids is their preferred selling platform.
14. Recreating Viral YouTube Content: The days of just having a cool car like a Ferrari 360 and getting massive views are largely over. Today, to create viral content, you need a compelling story, a significant build, or something truly ridiculous. The speaker suggests concepts like an "iceberg car" that melts or driving a low-res car through a McDonald's drive-thru. It's about the narrative and the unexpected, not just the vehicle itself.
15. Tesla Model Y Base Model Value: The speaker defends reviewing the base model Tesla Model Y, arguing that its value proposition is its main selling point. They believe it's important to review the cars as they are manufactured and sold, not just the "good" versions. Criticizing the base model isn't an attack on Tesla; it's an assessment of a product they offer. It highlights the shift in how EVs are perceived and reviewed.
16. Embracing Older, Visceral Cars: There's a growing appreciation for older cars that offer a more raw and engaging driving experience. The speaker finds these cars "alive" in a way that modern, faster, and more refined vehicles often aren't. The visceral feedback, the noise, and the sheer mechanical connection are becoming more appealing as modern cars become increasingly detached from the driving process.
17. 1969 Mustang Mach 1: This car is described as the epitome of American muscle – hairy-chested, loud, and powerful. While not precise in handling, it's incredibly easy to do burnouts in and has an undeniable presence. It's a great example of the character and feel of American cars from that era, reminding us why they earned their reputation, for better or worse.
18. Cars and Bids Velocity Invitational: This is a landmark event – Cars and Bids' first in-person auction! It's happening at Sonoma Raceway, and cars will actually close on-site. While online bidding is still available, the live event adds a whole new dimension. It's a chance for enthusiasts to experience the thrill of an auction firsthand and see some selected cars go to new homes.
🎯 Expert Opinion
The Bugatti news is a fascinating pivot point. While the Veyron and Chiron era under Volkswagen was iconic, the move to Rimac signals a definitive shift towards electrification and hyper-performance. As an expert, I see this as a necessary evolution for a brand like Bugatti to remain at the cutting edge. Rimac's expertise in electric powertrains is unparalleled, and this partnership could lead to hypercars that redefine speed and performance, albeit with a very different character than their predecessors. The question remains: will the soul of Bugatti, that blend of extreme luxury and raw power, translate effectively into the electric era? The involvement of HOF Capital also suggests a focus on financial viability and potentially a more streamlined, exclusive production model.
The proposed ban on Chinese cars is a stark example of protectionism at its most extreme. From a geopolitical and economic standpoint, this is a high-stakes game. While arguments for protecting domestic industries are valid, completely shutting the door on an entire country's automotive output, especially one rapidly advancing in EV technology, is short-sighted. It risks retaliatory measures, stifles innovation through competition, and limits consumer choice. I predict this will be a highly contentious issue, likely facing legal challenges and significant debate. The US auto industry needs to innovate and compete, not just build walls. The fact that even tourists could be barred from bringing their Chinese-made cars highlights the almost absurd lengths this proposal goes to.
Great Wall Motors' V8 development for international markets is a strategic masterstroke. It demonstrates a keen understanding of global market demands beyond the current EV trend in China. By developing a powerful gasoline engine and a high-performance chassis, GWM is positioning itself to compete directly with established supercar manufacturers. This isn't just about selling cars; it's about building brand prestige and challenging the established order. The potential for them to establish a dealer network or production in the US is a significant development. If they can deliver on performance and quality, they could disrupt the supercar segment in ways we haven't seen before. This move signals that Chinese automakers are not just looking to fill the budget segment but are aiming for the pinnacle of automotive engineering.
The split between Ford and Shelby, driven by cost-cutting, is a microcosm of a larger trend in the automotive world: the commoditization of heritage. While the Dark Horse is a capable car, the Shelby badge carried immense historical weight and emotional resonance for enthusiasts. Ford's decision to prioritize an $800 per vehicle saving over that legacy is a pragmatic, but perhaps culturally myopic, move. It raises questions about how brands will balance financial realities with the preservation of their most cherished historical associations. I anticipate a strong aftermarket for Shelby-branded parts and a continued demand for older Shelby models, as enthusiasts seek to preserve that intangible connection.
Stellantis's brand consolidation strategy is a necessary, albeit potentially painful, reality. With 14 brands, it's impossible to give each the attention and resources it deserves. Focusing on Jeep, Alpha Romeo, Ram, and Fiat makes strategic sense, as these brands generally have stronger market positions and clearer identities. However, the fate of brands like Chrysler, Dodge, and others is precarious. While they may survive through badge engineering, their unique identities and product development will likely be significantly curtailed. This could lead to a more homogenized lineup across the Stellantis portfolio, and a loss of diversity in the market. The success of this strategy hinges on Stellantis's ability to truly differentiate and elevate these four core brands while managing the expectations of owners of the less-favored marques.
The Ram ProMaster transmission lawsuit, while seemingly niche, points to a broader concern about transparency and consumer trust in automotive engineering. The allegation that gears are intentionally disabled suggests a potential for manufacturers to manipulate performance or efficiency metrics in ways that aren't immediately obvious to the consumer. If proven true, this could have significant implications for how vehicle software and transmissions are regulated and tested. It also fuels the perception that manufacturers may prioritize cost savings or regulatory compliance over delivering the full intended functionality of a product. This type of issue erodes consumer confidence and can lead to costly legal battles and reputational damage.
The partnership between Cars and Bids and Mothers is a brilliant move for both parties. For Cars and Bids, it adds a layer of credibility and value to their platform by associating with a premium, trusted brand in the automotive care space. For Mothers, it provides direct access to a highly engaged audience of car enthusiasts who are actively seeking to maintain and enhance their vehicles. This synergy is crucial in today's market, where the ownership experience is as important as the driving experience. The giveaway is a smart way to generate buzz and engagement. I foresee more such collaborations between enthusiast platforms and product manufacturers, as the lines between content creation, community building, and commerce continue to blur.
The speaker's shift from two-seaters to four-seaters is a relatable evolution, especially for those with growing families or a desire for more versatile vehicles. This trend also reflects a broader market shift where SUVs and four-door performance sedans are increasingly popular. The list of desired four-seaters – E55 AMG wagon, Mark 4 Supra Turbo, E30 M3 Sport Evo – represents a curated selection of cars that offer both practicality and driving engagement. This focus on four-seaters could also signal a potential growth area for the enthusiast market, as people look for ways to enjoy driving without sacrificing the ability to carry passengers. It's a smart move for collectors looking to diversify their portfolios and cater to a wider range of use cases.
The appreciation for high-quality Daytona Coupe replicas and the emphasis on visceral driving experiences from older cars are indicative of a growing sentiment in the enthusiast community. As modern cars become increasingly refined and digitized, there's a counter-movement seeking out the raw, analog feel of classic machinery. The speaker's description of the replica as "alive" and the experience of driving it as "visceral" highlights this desire for a more engaging and connected driving sensation. This trend suggests that the market for well-executed vintage-style cars, or even meticulously restored classics, will remain strong. It's about the sensory experience, the connection to the machine, and the story behind the car, not just outright performance metrics.
The enduring strength of the Ford Fiesta ST market is a testament to the enduring appeal of the "hot hatch" segment, even when manufacturers pull back from offering new models. In a market saturated with SUVs, the demand for smaller, more agile, and engaging performance cars remains. The Fiesta ST, along with its brethren like the Focus ST and RS, represented a sweet spot of affordability, driving dynamics, and practicality. The fact that these cars are holding their value, and even appreciating, indicates a clear market gap. It's a missed opportunity for manufacturers who have exited this segment, and a boon for enthusiasts who appreciate these driver-focused machines. This trend suggests that a well-executed, affordable performance car will always find an audience.
The Dirtfish charity auction is a fantastic initiative that highlights the power of community and shared passion for a good cause. Supporting women in motorsports is crucial for diversifying and strengthening the industry. The inclusion of unique items like a private tour of Singer headquarters demonstrates the high value placed on these experiences within the enthusiast community. This type of event not only raises funds but also fosters goodwill and strengthens the bond between enthusiasts and the brands they support. It's a win-win scenario, showcasing how the automotive world can come together for positive impact.
The discussion around the Miata potentially going mid-engine touches on a fundamental question about brand identity versus market evolution. While a mid-engine Miata might offer performance advantages, it would fundamentally alter the car's character and its connection to its lineage, which is rooted in classic front-engine, rear-drive roadsters. The decline of affordable mid-engine sports cars is a broader market issue, often attributed to development costs and shifting consumer preferences. As an expert, I believe Mazda would be wise to stick to the Miata's core principles, focusing on refinement and accessibility within its established formula. However, the desire for more affordable mid-engine options is valid and represents a gap that could be filled by other manufacturers or even a spiritual successor to cars like the MR2.
The speaker's stance on buying from competitors, while seemingly rigid, reflects a pragmatic approach to car acquisition. The priority is the car itself, not the platform. This is a sensible mindset for collectors, as the market is fragmented, and the "perfect" car might appear anywhere. The fact that Cars and Bids and Bring a Trailer users have bought from each other underscores the reality that enthusiasts will go where the best opportunities lie. However, the speaker's clear preference for selling on Cars and Bids highlights the importance of brand loyalty and platform building. It's about creating a trusted ecosystem for enthusiasts, both as buyers and sellers.
The challenge of recreating viral YouTube content today is a significant one. The landscape has changed dramatically since the days of the Ferrari 360 phenomenon. Viewers are more discerning, and the novelty factor of simply owning a desirable car has diminished. As an expert, I agree that the key now lies in compelling storytelling, unique builds, or truly outlandish concepts. The "iceberg car" idea, while absurd, taps into the core of what makes content go viral: curiosity and the promise of something unexpected. The focus needs to be on the narrative, the journey, and the emotional connection, rather than just the object itself. This requires a deeper understanding of audience psychology and content strategy.
The defense of the base Tesla Model Y is an important point about objective reviewing. It's easy to fall into the trap of only reviewing the "best" version of a car, but that doesn't serve the audience who might be considering the entry-level model. The value proposition of the base Model Y is indeed its primary appeal, and reviewers should address that honestly, even if the car itself is not the most exciting or luxurious. Criticizing a product a company manufactures is not shilling for a competitor; it's responsible journalism. The shift in how EVs are perceived and the political polarization around them is a fascinating societal trend that impacts automotive discourse.
The growing appreciation for older, more visceral cars is a significant trend. As modern vehicles become increasingly automated and isolated, drivers are seeking a more connected and engaging experience. These older cars, with their direct feedback, mechanical sounds, and less intrusive technology, offer a purity of driving that is often missing in contemporary models. This appreciation for "analog" driving experiences suggests a potential for continued demand and value growth in well-preserved classic and vintage vehicles. It's a movement driven by a desire for authenticity and a connection to the mechanical art of the automobile.
The 1969 Mustang Mach 1 428 Cobra Jet is an icon for a reason. It represents the zenith of American muscle car culture – raw power, bold styling, and an undeniable presence. While its handling might not be as precise as modern European sports cars, its character and the sheer visceral thrill it provides are undeniable. This car embodies a specific era of automotive history and continues to captivate enthusiasts. Its inclusion in the Cars and Bids Velocity Invitational is fitting, as it represents a significant piece of automotive heritage that resonates with a dedicated following.
The Cars and Bids Velocity Invitational marks a significant step for the platform. Moving into in-person auctions allows for a more immersive experience for both buyers and sellers. It bridges the gap between online convenience and the tangible excitement of a live auction. The ability to see, touch, and hear the cars in person adds a crucial dimension to the buying process. This move signals a maturation of the online auction space, catering to enthusiasts who crave a more traditional, yet still accessible, auction experience. It's a smart strategy to expand their reach and engagement within the enthusiast community.
Kanal: Doug DeMuro