Skip to navigationSkip to content
Zack Rosebrugh

Good afternoon.

ETFs are eating the market

Mining for silver

Ford goes electric

What makes a car a Mustang? Ford's new all-electric Mustang Mach-E is a crossover SUV that the company hopes is as fun to drive as a muscle car. It's an existential crisis on wheels.

Ford is mortgaging its future on the value of its past

Since this is actually my area, let me try something.

The short: This vehicle ain't for you.

The long:

It doesn't matter that Mustang enthusiasts don't want to buy it. It really doesn't.

Take the Jeep Renegade or Compass or Patriot. No Jeep enthusiast who has ever owned a Wrangler or a Cherokee wants

Since this is actually my area, let me try something.

The short: This vehicle ain't for you.

The long:

It doesn't matter that Mustang enthusiasts don't want to buy it. It really doesn't.

Take the Jeep Renegade or Compass or Patriot. No Jeep enthusiast who has ever owned a Wrangler or a Cherokee wants one of those smaller vehicles. You want a real Jeep. The Renegade is made in Italy, for Pete's sake. These smaller vehicles are for brand newbies that want a name but have less money to spend. Funky colors that look good on Instagram. It doesn't damage the Jeep brand, it just makes it more available. I hate those cars, so do real Jeep people. Have people stopped buying Jeeps?

...No.

Ford isn't selling these to Mustang owners. Fact: The yearly volume of the current 2020 Mustang is 65,000+ vehicles, 25% or more are sold overseas. So your "Mustang Enthusiast" opinion is irrelevant. You might just have to accept that.

This vehicle is for Tech folks who like the IDEA of a Mustang but don't want to pay for gas. They live on the coasts, they are eco friendly, need a reason to buy a domestic brand, and have way more money to spend on a car than you. I know this because I saw the press briefings before all of you. I was there when they brought in focus groups. I've seen it assembled at NMPDC when it was still Body-in-White. Ford knows what they're doing, get over yourself.

Very little about this car makes sense to me. I'm not sure why Ford felt compelled to muddy the Mustang brand with a crossover vehicle that looks very little like a Mustang. But then again, Porsche and Lamborghini make SUVs now, so I guess anything goes. I'm not sure if there's enough here to sway anyone

Very little about this car makes sense to me. I'm not sure why Ford felt compelled to muddy the Mustang brand with a crossover vehicle that looks very little like a Mustang. But then again, Porsche and Lamborghini make SUVs now, so I guess anything goes. I'm not sure if there's enough here to sway anyone from a Tesla, nor from a gas-powered muscle car. Maybe some men in the throes of a mid-life crisis men who also want to save on gas, though.

Putting the name “mustang” on this car is a bad joke. When you hear “mustang Mach e” it calls to mind, obviously, an electric mustang. This car is decidedly NOT an electric mustang, it’s a completely separate EV inexplicably called a mustang. It’s a four-door crossover, not a two-door muscle car, and

Putting the name “mustang” on this car is a bad joke. When you hear “mustang Mach e” it calls to mind, obviously, an electric mustang. This car is decidedly NOT an electric mustang, it’s a completely separate EV inexplicably called a mustang. It’s a four-door crossover, not a two-door muscle car, and has nothing in common aesthetically with a mustang anywhere.

None of this is to say that there’s anything actually wrong with the car— but it’s an absolute travesty of branding. Ford should’ve just come up with a new name for it. Mustang buyers wouldn’t even want this thing, and the name’s cachet does nothing for its target audience. All this does for Ford is irk their loyal mustang customers, confuse people who’d actually be interested in this car, and dilute their most recognizable brand.

Edit: to more specifically address Michael’s points, the problem isn’t that the name offends the Mustang’s greatness or anything— it’s that the car is so totally different from a Mustang that the name is just ridiculous. Porsche makes SUVs, but they don’t call them Carreras. Jeep makes that weird El Camino thing (gladiator, I think?) but they don’t call it a Wrangler.

If they’re not selling the car to “Mustang people” (and they obviously aren’t) why on Earth did they call it a Mustang?

The Mustang branding makes me want the car less. I’m not sure the typical Mustang demographic would care for a tech heavy SUV, and vice versa.

Why is the article so myopic? As if the whole world revolves around the US? Ford is a large company with a global presence - take a beat and think about the bigger picture, there are far more competitors in this space than just Tesla in the US. Look further afield and you may find open roads with consumers

Why is the article so myopic? As if the whole world revolves around the US? Ford is a large company with a global presence - take a beat and think about the bigger picture, there are far more competitors in this space than just Tesla in the US. Look further afield and you may find open roads with consumers who are eager to take a drive with a storied American brand - Mustang enthusiast or not.

It's no secret that American cars lag behind with innovation and style - they even keep the same names for decades. The fact that they decided to call the electric SUV a Mustang tells me that they aren't confident about its success and at the very least figure they can get their same customers to go

It's no secret that American cars lag behind with innovation and style - they even keep the same names for decades. The fact that they decided to call the electric SUV a Mustang tells me that they aren't confident about its success and at the very least figure they can get their same customers to go electric even though Ford has always stood for gas guzzlers. It just seems like they want to give Tesla a hard time. Then in an NPR interview, the CEO started talking about Trump policies being beneficial to the company. That this unsolicited dialogue even happened tells me their heart isn't in this car, they know who their customers are, and that new buyers aren't racing to get one.

Take note

The beauty business

Kylie Jenner's $600 million payday. Coty, the century-old beauty company, is shelling out the big bucks for a 51% stake in the youngest Jenner's booming cosmetics business—and access to her 270 million social media followers.

Kylie Jenner’s $600 million deal proves the power of celebrity beauty brands

I definitely think that celebrity plays a MASSIVE factor in the success of a brand; however, it's not a surefire ticket to success. Look at Blake Lively's failed venture - Preserve. She has a huge following and people adore her and yet Preserve never took off and she shut it down. At the end of the day

I definitely think that celebrity plays a MASSIVE factor in the success of a brand; however, it's not a surefire ticket to success. Look at Blake Lively's failed venture - Preserve. She has a huge following and people adore her and yet Preserve never took off and she shut it down. At the end of the day, you still need to have product market fit even if you're a celebrity, but the audience is an enormous boost at launch because instead of having to pay to get millions of eyeballs, you just market to your already engaged followers which builds natural momentum, but without a great product - it doesn't matter how many followers you have, they're not going to buy something they don't want.

Estee Lauder made its first Asian beauty acquisition. The company agreed to buy the two-thirds stake it didn’t already own in Have & Be Co.—parent company of South Korea’s Dr. Jart+ cosmetics—for $1.1 billion.

Estee Lauder to acquire shares of Dr. Jart+ parent it does not already own

If you haven’t been keeping your eyes peeled, K-Beauty is where the money is at. If celebrities loved creating their own perfumes in the early 2000s and YouTube propelled “makeup gurus” in the mid-2000s, K-Beauty skincare is the next phase. Look at Kylie Jenner, Bella Thorne, Miranda Kerr, and soon to

If you haven’t been keeping your eyes peeled, K-Beauty is where the money is at. If celebrities loved creating their own perfumes in the early 2000s and YouTube propelled “makeup gurus” in the mid-2000s, K-Beauty skincare is the next phase. Look at Kylie Jenner, Bella Thorne, Miranda Kerr, and soon to be many other celebrities forging their own skincare lines. If today entails celebrity branded skincare, K-Beauty is the next top tier—and Estée Lauder is very well aware of that.

International education

Indian students are set on pursuing their US dreams. Overall, Indians studying in the US climbed by 3% in 2018-19 but graduate students were down 6%. The American dream is alive and kicking but the path is not as straightforward anymore.

Trump’s visa clampdown hasn’t stopped Indian students from pursuing their US dreams

The fee structure and the lack of work opportunities to actually get a return on investment is a big deterrant for students, unless they opt for specialised STEM courses. That’s only further going to diminish the importance of liberal arts and other professional courses.

The growth, though, is a marginal 3%. The only bright spot being optional practical training.

Global health challenges

India's economic prospects

About that trade war

What will we do?

AI has leveled the playing field for companies. However, Forbes notes how they use the new technology and why will be key differentiators.

What Is The Future Of Enterprise AI?

So true - there is such a great opportunity for AI in the enterprise. "Enterprises are beginning to understand the consequences of the evolving artificial intelligence-driven automation ecosystem far beyond narrow artificial intelligence, crossing economic, commerce, education, governance, and trade supply chains."

From the test kitchen

You're all finished!

Close
Tesla temporarily stops Model 3 production line

Tesla temporarily stops Model 3 production line

Read more on The Verge

From Our Members

  • This company should be private. The scrutiny of being public places it under too much short term pressure.

  • The clock is running out on Tesla’s novelty and subsidies. Getting harder to see a bright future for their cars.

  • This has been a very difficult year for Tesla and watching Gayle King’s interviews with Elon Musk last week I was struck by how thin Tesla’s management ranks must be if he’s sleeping on his couch and running around the shop floor fixing problems. This can’t be sustainable as a management/business model.

  • Tesla has fallen through the cracks. There was so much hope that they would do well in the car industry, but every year they disappoint. The company needs to lay low for a bit and reevaluate/rebrand their cars because all the parts aren’t clicking right now.

  • As I have been saying for some time ; it’s been a bad few weeks for hero CEO’s , Zuckerberg, Sorrell, Musk. Things are never as good or as bad as they seem. They are all brilliant , they all experienced problems from huge rapid expansion, they all changed their industries. I have been bearish on all

    As I have been saying for some time ; it’s been a bad few weeks for hero CEO’s , Zuckerberg, Sorrell, Musk. Things are never as good or as bad as they seem. They are all brilliant , they all experienced problems from huge rapid expansion, they all changed their industries. I have been bearish on all their companies but still admire them all greatly .

  • How long can Tesla burn cash before it breaks even?

  • Is this the Elon Musk business wherein he admitted that the human workforce is underrated and stated this bottleneck as an example?

    We're in the middle of an industrial revolution and as we pull more of the industry into IoT, the most important thing to turn your eyes on is the human element.

    That's

    Is this the Elon Musk business wherein he admitted that the human workforce is underrated and stated this bottleneck as an example?

    We're in the middle of an industrial revolution and as we pull more of the industry into IoT, the most important thing to turn your eyes on is the human element.

    That's a lot of injuries - I hope they turn their focus to safety.

  • Tesla has been undergoing some rough times. Heck, Musk has to sleep in his own factory just to make sure production was going on time. Stopping the Model 3 was necessary but definitely a setback for them so far. I truly respect Tesla for its continued innovation in going beyond the limits. I hope to

    Tesla has been undergoing some rough times. Heck, Musk has to sleep in his own factory just to make sure production was going on time. Stopping the Model 3 was necessary but definitely a setback for them so far. I truly respect Tesla for its continued innovation in going beyond the limits. I hope to see them succeed in the near future