Stellantis is not going out of business. The clickbait title said Jeep and Ram were done, and the numbers underneath it are the part worth arguing about. Stellantis posted a full-year 2025 net loss of 22.3 billion, mostly from writing down electric vehicle plans after demand came in lower than expected. Jeep was down about 20 percent in the third quarter and about 8 percent for the year. Ram was up about 29 percent for the quarter, roughly 20 percent year to date, and outsold Jeep for the quarter for the first time in years. Jeep still leads the year, but only by roughly 45,000 units.
Timestamps
00:00 – Stellantis net loss, EV write‑downs, and clickbait hype
02:53 – Pacific Northwest reflections on environment, off‑road life, and Jeep passion
04:38 – Political distrust, AI watchdog ideas, and Jeep vs RAM sales analysis
08:19 – Jeep sales decline, RAM outpaces Jeep, and round‑table movie night
14:45 – Predicting RAM to overtake Jeep by year‑end
17:05 – Sales outlook, Jeep perception, and design quirks discussion
18:04 – Self‑driving technology overview and personal skepticism
21:04 – Commuter traffic frustrations and alternative route strategies
24:08 – Advocating full self‑driving and hybrid powertrain concepts
33:35 – Hybrid and diesel‑generator powertrain ideas
35:04 – Critique of driver‑assist tech and human reliance
35:44 – Personal health challenges: infections, abscess, and cancer
41:14 – Skin cancer treatment, recovery, and medical advice
46:31 – 75‑meter chat on health, privacy, and tracking tech
49:27 – Flock camera privacy concerns and subscriber bonus content
50:55 – Patreon promotion and Nicky G sign‑off
51:45 – Nicky G cameo and episode wrap‑up
53:57 – Legal disclaimer and final remarks
Key Highlights
Third-quarter 2026 Stellantis volume was essentially flat at 324,270 units, about 600 fewer than the same quarter last year.
Josh's read is that Ram takes the year-to-date lead by December. He calls it a feeling, not a fact, and says do not buy stock off this conversation.
Tony's case for full self-driving on a Jeep or Ram: a chauffeur for $99 a month, cameras instead of Waymo's lidar pods, and no requirement that the truck be an EV. Off-road stays hands-on.
Josh was out a couple of weeks with a lung infection and a jaw abscess that ruptured. Tony had a non-melanoma skin cancer cut off his wrist the day before this recording, about an inch long and half an inch wide. The line from the dermatologist: if a sore does not heal in 30 days, get it looked at.
Unverified, and labeled that way on the show: Flock cameras may be reading plates plus Bluetooth, phones, and TPMS. Nicky G still closes it. The bread factory bit is intact.
Like the video if the sales gap is the part you came for. Comment with this: do you buy Josh's bet that Ram passes Jeep by year end, or is the 45,000-unit lead still enough? Subscribe for the next round. Full episodes and the contact page are at jeeptalkshow.com.
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