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Speaker 1: So the Don Limon situation, how do you like? How
Speaker 1: do you because Eli, He's pretty much told him like,
Speaker 1: I don't I don't need to.
Speaker 2: Did you watch it? To do this with you.
Speaker 4: I watched it. Yeah, I'm gonna be honest. I like
Speaker 4: what eli gets. I like anybody who speaks that freely,
Speaker 4: and it is not politically correct. Shot to Alex cart
Speaker 4: and all the short sellers on cocaine, right, But it's
Speaker 4: true he didn't need to sit down and do the interview.
Speaker 4: But Elon looks stressed for and we all as business
Speaker 4: owners and CEOs, like we know when things are a
Speaker 4: little bit tougher in the business, and you're like, I
Speaker 4: gotta do this damn interview and I got to call
Speaker 4: these people about even getting my money delivered. Like who
Speaker 4: knows what crisis he's going through. But it was the
Speaker 4: first time that he was not calm Normally, he's very
Speaker 4: gracious in the interview. I can tell he's bothered about
Speaker 4: some things that's going on politically. I mean, he has
Speaker 4: the fight with open Ai, trying to keep Tesla flow
Speaker 4: SpaceX neuralink. It's a lot going on, and he's starting
Speaker 4: to be vilified a lot more Like he openly admitted
Speaker 4: to using ketaminea Bloomberg. We never had a CEO say.
Speaker 5: This, what did you You kind of alluded to it
Speaker 5: earlier and when I watched parts of it I haven't
Speaker 5: watched in this entirety. The temperament was was the first
Speaker 5: thing I looked at. Yeah, question from Don Lemon was
Speaker 5: just like okay, even when he was trying to pride
Speaker 5: the from a political angle, you met with Trump, what
Speaker 5: did you say to him?
Speaker 2: Did he ask you somebody supporting him?
Speaker 5: And it was just kind of like, okay, you could
Speaker 5: kind of see he's preaking out him, pricking at him.
Speaker 2: What did you see that made you think there's some
Speaker 2: cracks in business?
Speaker 4: If they had opened up a new plant, let's say
Speaker 4: in Shanghai and the money got wired from CCP, I
Speaker 4: think he would have been a lot more joyous in
Speaker 4: an interview. There's certain tales like when I'm watching and
Speaker 4: I'm looking for the performative part and body language first
Speaker 4: and then content second. Right, I can tell he was
Speaker 4: bothered by some things that had more to do with
Speaker 4: the question. Don can be abrasive at times. I get that,
Speaker 4: but it felt like he was jarred. Like same thing
Speaker 4: like when a player misses fifteen shots, he's a little
Speaker 4: bit more aggy than if you hit the Kyrie game
Speaker 4: winner with the left hand over Yoki right you're happy
Speaker 4: to do the interview. You can tell a series of
Speaker 4: events is not going well. I mean, the acquisition of
Speaker 4: Twitter stock has falling apart on Tesla heads, funds are
Speaker 4: falling out of love with him. So now he's going
Speaker 4: into his villain arc. I've dealt with that. I'm like, damn,
Speaker 4: I don't see the villain part coming, and now he's
Speaker 4: kind of leaning into it. But that's usually happens when
Speaker 4: things are not going as well. Like Michael Jordan's eyes
Speaker 4: were yellow as hell when the Hornets were losing.
Speaker 2: Mike looks happy as hell now, but he sold it
Speaker 2: out of that position.
Speaker 4: So I just see that he isn't as calm as
Speaker 4: he used to be, or even as even in some
Speaker 4: of the interviews where he was a little bit more punchy,
Speaker 4: there was still some intellectual equips in there where you
Speaker 4: got some advice that was like life changing.
Speaker 2: It wasn't. It wasn't.
Speaker 5: There were die a lot more pressures on him today.
Speaker 5: So don was going to be that was going to
Speaker 5: be for X the platform from the video standpoint. Obviously
Speaker 5: he had the situation with CNN and he was fired
Speaker 5: from there, was going to be at AX This interview
Speaker 5: doesn't work out, but it was interesting. He went back
Speaker 5: when they and everything had hit the fan and the
Speaker 5: news broke out. He was back on CNN talking about it,
Speaker 5: well place seeing it. They need to views. But Elon
Speaker 5: did the math Hafa and said you're a fired to
Speaker 5: be your last one? Did they say higher slow and
Speaker 5: fire fast? Math got the fire fast part down.
Speaker 2: Come on.
Speaker 1: It's also a thing of I mean, when you don't
Speaker 1: have ownership you got, you got no choice but to
Speaker 1: go back to.
Speaker 2: To the the work.
Speaker 1: You feel a worker, You're a worker in life. So
Speaker 1: when don Lemon shout out to Dawn, but I don't,
Speaker 1: I don't necessarily know if he wants to have a
Speaker 1: platform and go back to CNN. But where else is
Speaker 1: he going to go?
Speaker 4: Yeah, and I've learned too, like through watching you guys.
Speaker 4: I had a conversation with Terray. He's like, even if
Speaker 4: you do want the spicy, take lead with loving questions
Speaker 4: and easy questions first there maybe after the fifth one
Speaker 4: leaning into I can't come out Mike novagrats, do you
Speaker 4: think that your position and I don't even know you
Speaker 4: all do this interview like you have to know where
Speaker 4: you are in a hierarchy, richest man, or you don't
Speaker 4: have to answer anything.
Speaker 2: I get it.
Speaker 4: But from an interview and content perspective, I think he
Speaker 4: could have asked some better questions, especially with neuralink, that
Speaker 4: probably would have led him to answer the Trump question later.
Speaker 4: But you know, it'll be fine. I'm concerned about Tesla stock,
Speaker 4: though I early am.
Speaker 2: How concerned.
Speaker 4: I really think in terms of performance of car, I
Speaker 4: think that car BYD is way better in terms of
Speaker 4: the stock. If it gets down to one eighty thirteen,
Speaker 4: that would be a great place to buy. But if
Speaker 4: it breaks to the one forties, one thirties, and probably
Speaker 4: the first time since I've been looking at TESSAs that
Speaker 4: I will say that it's.
Speaker 2: Not to buy.
Speaker 5: So let's let's talk BYD. Because the news came out
Speaker 5: that they would pass Tesla and sales in China. You
Speaker 5: said it's a better car, not better company though, right.
Speaker 4: Just so we're clearly are you saying no, No, I'm
Speaker 4: saying better car for rock now for the year, You're
Speaker 4: not gonna get me.
Speaker 5: I just want to make sure because obviously the EV
Speaker 5: market Tesla dominates, China is a big market that they
Speaker 5: want to obviously expand in. But there's other things that
Speaker 5: come with Tesla outside just the vehicles themselves.
Speaker 2: I mean, even with that.
Speaker 4: But if we're gonna be honest, should Tesla have won
Speaker 4: from twenty three bucks to four hundred and fourteen bucks
Speaker 4: and a year and a half.
Speaker 2: We couldn't explain it then and then it split twice?
Speaker 2: Come on, like there's some engineering going on. I'll say
Speaker 2: that shot. Do you want to run pistol one for
Speaker 2: a flat? What you want to do? It's like, come on,
Speaker 2: like I get it. And the allure of.
Speaker 4: Elon, he's a multiplier in himself. But looking at the
Speaker 4: stats earlier, they've been in a drawdown. Stock's been dropping
Speaker 4: for eight hundred and eleven days if you look. And
Speaker 4: then back to the used car thing. If you bought
Speaker 4: a car from Tassela that was sixty four thousand two
Speaker 4: years ago, it is now worth thirty two thousand. Soon,
Speaker 4: ho gonna be like we drive testas we give them
Speaker 4: the baby mamas.
Speaker 5: To savage over on the road, sabage trucks hit the road.
Speaker 5: Superchargers are popping up. I know Rivian is now able
Speaker 5: to use the superchargers. I know Ford was already signed
Speaker 5: up this is a market that they can actually see
Speaker 5: revenue in obviously as they try to figure out the
Speaker 5: pricing scale for some of their evs.
Speaker 2: So it is all bad for Tesla.
Speaker 4: I would ask, what three bright spots do you see?
Speaker 4: I think they delivered the truck too late. The truck
Speaker 4: looks fire saw one yesterday. Amazing, right, But you can't
Speaker 4: be a luxury discount brand.
Speaker 2: I know.
Speaker 4: I get shipped for it all the time in terms
Speaker 4: of my pricing. The thing that they won't mention net margin.
Speaker 4: Everyone who is competing against me selling nine dollars a
Speaker 4: month and instill in my picks, They're gone back working
Speaker 4: at RBS. I would love a Mocha shape, my boy. Okay,
Speaker 4: but like you have to pick a very clear delineation.
Speaker 2: Are you going to be luxury? Are you going to innovate?
Speaker 4: But it's really hard, Like I'm being honest, it's stressful
Speaker 4: for me to work on a presentation and present at
Speaker 4: invest Fest, let alone if I had to run it
Speaker 4: and stock club and a car company and a neuralink
Speaker 4: company that can make Caesar from King of the Chimps talk.
Speaker 2: He got a lot of shit on this plate, yo,
Speaker 2: Like I commend him for it.
Speaker 4: And the thing that's not saying with lebron Elon is
Speaker 4: too important to the American economy to lose.
Speaker 2: GM smacked Ford.
Speaker 4: Smacked, Like our automotive industry in shambles, Boeing in shambles.
Speaker 4: And if it wasn't for those government contracts that they
Speaker 4: end up getting every year, they would be in free
Speaker 4: fall right now, United shambos spirit gota right.
Speaker 2: We have whole sectors like even.
Speaker 4: Like look at this from investment standpoint, what's happened to
Speaker 4: biotech the last two years? Space is almost uninvestable, slow motion,
Speaker 4: it's tough, like media floundering. And that's the crazy because
Speaker 4: even with that, like we should be the new faces
Speaker 4: of media, but there's politicking and positioning around that to
Speaker 4: put that glass cyling that we got to break through.
Speaker 4: It's like, bro, like come on, shout to Constanat, Shout
Speaker 4: to the creators of the cooking. But it's like, why
Speaker 4: doesn't Constannat have a show on NBC? Why don't we
Speaker 4: have a show on CBS or like what like going
Speaker 4: back to CNN when I found like y'are getting Skip bayless?
Speaker 2: Oh talk about Fumble of the decade. Whoa whoa.
Speaker 4: You fifty thousand views of the show Wrap it Up,
Speaker 4: my Boys, split it through South though, go ahead, lay down,
Speaker 4: say three hell marriage and call it a day.
Speaker 2: Yeah, n decline and viewership.
Speaker 4: We need dramatic innovation, but we need newer faces and
Speaker 4: newer ideas to come in and want to innovate. True,
Speaker 4: get your ticket to invest us. I'm hoping it's in Houston.
Speaker 4: I really yeah, Oh my god.
Speaker 2: I go to the building every day.
Speaker 4: Yup, stage, looking good, sound good, Got you and we
Speaker 4: canadi you what up?
Speaker 1: We got some We got some different because you know
Speaker 1: that the story of investments I don't think has even
Speaker 1: really never been properly told us. How many vendors actually won,
Speaker 1: how many people actually change their life just from being
Speaker 1: in the building. You know, it's always about the celebrities,
Speaker 1: and that's important, but there's so much stuff. So we
Speaker 1: got a lot of things this year that it's focused
Speaker 1: on impact as far as uh monetary wise, yeah, or
Speaker 1: the average person, but also just you know, creative experiences.
Speaker 1: You always got to state, you got to constantly reinvent yourself.
Speaker 2: You can't enervate. Yeah, for your absolutence, it's import.
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