YouTube views a long term demand indicator?
Discussion
I've been running the numbers looking at total YouTube views for different cars and comparing it to their market cap (total number of cars x average price).
My thesis is that there could be a long term demand signal here, given that we love to buy the cars we grow up dreaming about, while acknowledging there will always be some gap between the average consumer of content and collectors!
The most obvious relationship that stands out is to what extent Lamborghini really outperforms Ferrari.
I'm curious to see what the consensus is here?
What other types of analysis would you like to see?
My thesis is that there could be a long term demand signal here, given that we love to buy the cars we grow up dreaming about, while acknowledging there will always be some gap between the average consumer of content and collectors!
The most obvious relationship that stands out is to what extent Lamborghini really outperforms Ferrari.
I'm curious to see what the consensus is here?
What other types of analysis would you like to see?
The underlying question is really the poster car theory, and identifying which cars will have the strongest benefit in this new world with many, many more to choose from!
I thought YouTube was an interesting dataset because it’s far broader than just car enthusiasts, so may provide some information that we don’t necessarily notice easily.
I regressed the data, trying a few different structures/models. There is not actually much link between views and age, apart from the fact pre-1970s attract far less attention. I was surprised to see power is a far bigger driver of views (I include both in all models as clearly there is a strong correlation between power and age). No EVs in this dataset mind you!
Another interesting example, perhaps showing the difference between this audience and collectors, is that the T.50 really under-performs other modern hypercars. The question is whether this actually matters, and if kids now will care about the car when they grow up?
I thought YouTube was an interesting dataset because it’s far broader than just car enthusiasts, so may provide some information that we don’t necessarily notice easily.
I regressed the data, trying a few different structures/models. There is not actually much link between views and age, apart from the fact pre-1970s attract far less attention. I was surprised to see power is a far bigger driver of views (I include both in all models as clearly there is a strong correlation between power and age). No EVs in this dataset mind you!
Another interesting example, perhaps showing the difference between this audience and collectors, is that the T.50 really under-performs other modern hypercars. The question is whether this actually matters, and if kids now will care about the car when they grow up?
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