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TESLA DEEP DIVE🔋
Recorded: April 1, 2025 Duration: 1:13:03Space Recording
Short Summary
The conversation primarily revolves around Tesla's upcoming projects and developments, including the launch of a rideshare service and advancements in autonomous driving technology. There is also discussion about the impact of protests on Tesla's image and the broader implications for the electric vehicle market. The participants express optimism about Tesla's future growth and the potential for new innovations in the automotive industry.
Full Transcription
Thank you. Yo, Imp, what's going on, man?
It's a huff. It's good to hear your voice. I know you've been a busy man the last few days.
It's been a busy week and a half, not going to lie.
Yesterday was absolutely crazy. I took a private jet to the Kennedy Space Center yesterday.
And I actually, Penny, I got to watch a spacex launch um from the kennedy space center
base was that your first one that was my first one in person and it was a falcon right it was
a falcon yes amazing what was the mission gosh was this like falcon oh yeah honestly i was more
in the loop with it yesterday but it wasn't my main focus i was actually watching f104s uh go fucking 700 miles an hour yesterday and like a like a show type thing
so that was a little bit more mine there was two spacex launches yesterday as well so honestly
i think the manned one was last night i think the one that i was at was like a slightly smaller one
so i don't know man i'd have to actually look that up and get back to you. But I did I could I was close enough
that I could feel the heat coming from the rocket as it went up. We actually was crazy. We got there
with like, this is wild. So we got there with like maybe 30 seconds to launch. And the reason that we
made it is we were coming from the NASA hangar in the bay and we were not going to make it. We were like
running across this parking lot. We had like, it was like a really long parking lot and the car was
at the end and we're like hustling down this parking lot. And as we're running this van,
this is like out of a movie, this van of firefighters that was on base, like pulls up
next to us and they're like, get in, get in. And they just like open up the side van door.
We all just hop in this van. They drive us down to the end of this parking lot and we hop into another car
we like speed over to the to the area and we were able to see the launch we got there with like
30 seconds to launch um it was pretty crazy but yeah i i got a really up and close stuff
uh a view of just a lot of things that were going on here on base. So yeah, very exciting
times for me on the SpaceX side, you know, being able to see that and then being able to see these
F-104s. I'm going to post some videos and stuff. I saw a plane go 700 miles an hour yesterday,
which was nuts. That thing flew by me. I have a video and it just goes, you know, just goes
through the frame in like one second. So just really cool stuff.
Outside of that, happy April Fool's Day to everyone.
I hope you guys have been having fun.
Penny quit X.
You know, Greg passed away.
All these crazy things happening on the timeline these days.
Omar had the most savage tweet of all time.
You said what?
I got hired by X as the head of algorithm. by x's head of algo love it omar's tweet yesterday bro that was that was a wild tweet about doge yesterday it's like say
what you want but doge don't doge do be uh cutting uh budgets that was that was crazy
omar i was showing that to people um but yeah i'm excited to be back on here on the tesla space i
think it's
been a week or two. I've been traveling. Last week, I was at the Robinhood Gold event. And
during the time of our space, I actually went in and got to do like preliminary interviews with
their team and to check out a bunch of stuff and play around with some beta demos and things like
that. And then me and Penny actually went to Vlad Tenev's office, Robinhood's office on Thursday and
did an in-person sit down interview, which was super cool.
So there's just been a lot going on this past week, but I'm excited.
I get to fly back home tonight, finally, go back home.
So it's going to be good.
But let's talk some Tesla because it's certainly not slowed down.
If anyone hasn't been watching, our show, The Gigacast, that I do with Omar, has really been taking off.
I think there's a ton of interest in everything that's happening there around FSD, specifically has been one of the biggest topics.
These guys also, if anyone's scared to buy Tesla right now or something like that,
you really got to listen to the episode. I think Omar and Sawyer and Farzad kind of calmed and
quenched a lot of those fears that people are having. So just a lot of good stuff. But Omar,
good to talk with you. How are you doing? Hey, doing good.
Happy April Fool's Day.
So we just wrapped up the first quarter of 2025.
Here we are in Q2.
This is probably one of the most important quarters in Tesla's history
because they're launching their ride share service in the last month of this quarter.
So that's going to be super exciting.
But before that, we're going to have production and deliveries tomorrow. This is going to be a
really closely watched production and deliveries report. In the fourth quarter, they reported
record deliveries. Q1 is seasonally weak. A lot of people have been looking at this quarter and they've been saying,
oh, you know, Tesla sales are collapsing. They're going to fall 50%, 75% because everybody hates
Elon. There's all these protesters. That was the narrative that you saw from analysts.
But especially in the last few weeks, as we've seen the all-new Model Y ramp up, Model Y, of course, is their most popular product.
They sell more Model Ys than every other car they make combined. It's more than 50% of their sales.
And in this quarter, they ramped up the new Model Y in four factories at the same time.
in four factories at the same time.
So as we went through the quarter,
we started to see that the narrative
about some sort of demand collapse in the business
may have actually been off base.
Because as the new Model Y started ramping
and they started producing more and more,
you saw sales rise quite a bit.
We got a number from China yesterday
that was the best number of the quarter,
one of the best numbers ever for weekly sales in China, more than 20,000 Teslas.
So I think we're going to see them do really well as they ramp this in. Right now, they're only
selling the launch series, I think, as they introduce the other variants of the Model Y, as they bring in the Model Y performance, this is something that's really going to drive sales growth.
So we're kind of past the weak first quarter where they're ramping the product.
And I think the rest of the year is going to be looking significantly more positive.
the rest of the year is going to be looking significantly more positive so that'll be good
for the stock removing i think a lot of the uh sort of uncertainty but really i think most of
the investors who are looking at this they are not necessarily that focused on deliveries. I'm expecting about 350,000 deliveries personally.
That's going to be down year over year by about 30,000 units.
So not really a great delivery number.
The earnings will probably be pretty weak as well
due to increased downtime in the lines, lower utilization.
That's going to affect margins. But I really think investors are going to look past that.
This new Model Y and the more affordable models they're launching this year are going to give
them a little bit of a hit to production in the first quarter, but
ultimately it's going to mean they can sell more cars at a higher price. And that's going to be
really great for the business. But, you know, honestly, I think most long-term investors
aren't even thinking about that. If they beat by a little bit, that's great. If they miss by a little bit, that's not so good. But I think everybody is really looking at the ride share service in
Austin in June, which they say, if things go well, they'll expand to many other cities.
So why is this important? I mean, the company for the last five years, really,
has been reorienting themselves around autonomy.
They've put everything into winning autonomy, even at the expense of doing some obvious things that an auto company might do, like launching new cheaper vehicles or newer variants of the vehicle.
newer variants of the vehicle.
And this is all culminating in this moment
where they're going to start offering rides
without a driver in the car.
People who own the car,
you know, any recent Tesla,
they can see what the software is doing.
It's already doing everything almost perfectly.
With these next few updates, it's going to start exceeding human levels of performance.
So this is really a moment that the company has been working towards for a long time.
It's been extremely difficult.
But they've really come up with something that is extremely differentiated from a technical perspective. They're the only ones who have
a car that you can just buy for a reasonable amount of money, an ordinary car that doesn't
have anything sticking out that can do your driving for you. And you're seeing a whole
new set of customers come in. Whereas the brand was typically viewed as this sort of tree hugger
brand. You buy it if maybe you're concerned about the environment. You're now seeing a
whole new set of buyers who don't care about environmental factors. You're seeing conservatives
come in. You're seeing people on the left, the right, all over the political spectrum
come in and say, yeah, this self-driving technology is just a life changer.
So Elon said, it's not a new chapter, it's a new book.
And I think that's really true.
This is a new era for Tesla.
I think it's going to kickstart a new wave of earnings growth that exceeds anything we're going to see in terms of growth
from the other Mag7 stocks. And yeah, this narrative of sort of a challenged auto business
is still what's at the front of everybody's mind. But starting later this quarter, as they
launched the unsupervised rideshare service, I think that narrative is going to start to change in a big way towards a narrative of growth.
And not only do you have with the rideshare service a new revenue line item in terms of rideshare coming in, but you've also got something that I think as people experience it, it's also going to jumpstart sales of the cars.
And you're going to have more people buying the cars as well.
Combine that with a set of new products, like the new Model Y and new more affordable models.
And I think there is a very strong chance that growth in 2025 exceeds expectations.
At this point, people are really expecting sales
to actually decline year over year
as a result of the negativity we've seen.
But when you factor in a lot of these things,
I think there's a great chance
that we actually see strong growth this year.
And that's going to surprise the market, I think.
A lot of great information.
And yeah, there's definitely this revolution coming with these cars and what they can offer.
You know, it's not quite FSD, but I was in San Fran for my first time, really actually, you know, walking around the city, being outside the airport last week.
And Omar, I would venture to say that a fifth of the cars on the road drove themselves.
And that's a beautiful thing, right? Because Zoox and Waymo are paving the way for FSD to be
widespread. It's showing, hey, there's all this hours of data and this safety, and these are
benefits. Competition breeds excellence. And so it was a really interesting thing for me to see that.
So I think you're making a lot of good points. Penny, back together with you, what's your thoughts here? Well, I can't get over the fact that it's now April 1st and we're
talking about a June rollout of the RoboTaxi service in Austin. That's absolutely wild to me.
Like we're not talking about years at this point. We're not talking about doing it in 2025. We're talking about doing it in,
you know, as soon as 60 days, 60 days until Tesla unleashes what they've been working on at this
point for years, right? I mean, a lot of us, certainly Tesla has fans of its cars, but I
think a lot of its most diehard fans are fans of its technology fans of the fact
that it's been pushing the limits for a long time fans of the fact that it's been working on fsd for
as long as it has and you know as much as we take for granted all of the evs coming out of china
and a lot of the different technology that's happening if tesla and elon didn't pave the way
you know who knows how much of this we would even be seeing so
i've been waiting for tesla to roll out you know something like this robo taxi service for
you know years at this point and it just seems surreal that it's around the corner i had so much fun at the we robot event uh which was at the end of last year i'm starting to uh understand that
it's been now months
since then, and they've been making tons of progress
on Optimus, I'm sure behind the scenes.
I think they're keeping that a little bit more secretive.
I don't think that they have a huge incentive
to share too much of that right now.
They're ramping the factory in Fremont
and preparing to make thousands of them this year.
So we are like right just on
the edge of, you know, the next level, the next version of Tesla. We've been joking about how
it's not just a car company for a really long time now, but I think that's going to become
extremely clear. It's going to be very evident as they have thousands of, you know, optimists
doing real work in their factories and hundreds or thousands of people taking rides in Austin
every day in Tesla's with no driver. We're, you know, just months away from that. And it,
I mean, it, it, it, part of me is like in denial because it feels like we've been waiting for so long. And another part of me is like on the edge of my seat. And I just can't wait to see how it all turns out. I remain extremely excited about Tesla. Happy to see a nice little bump in the stock today. That's been quite a wild ride.
But also happy to see some of the people that are responsible for the worst of the domestic terrorism being apprehended and hopefully punished.
Pam Bondi said no negotiation.
They're going to seek the full 20 years on one of the people that they caught for the firebombing of a Tesla dealership yesterday. I was out in Encinitas this weekend at the local dealership
giving donuts to the folks that work there and also trying to talk to the counter protest or
I'm sorry, trying to talk to the protesters that were outside the dealership. They're doing a
little bit of a counter protest myself. They were not violent. There was no like uh you know let's take trump and elon and and you
know hang them sort of posters but there's a lot of deport and a lot of just like angry people that
didn't even really understand what they're angry about it definitely seemed like they showed up
exactly on time when the protest was scheduled and they left immediately after. Didn't seem too organic.
I wonder how long that's going to be able to maintain steam. Hopefully not too much longer.
But anyways, as a fan of the more technical, the more futuristic side of Tesla, it really does feel
like we're there in a way that we haven't been in a really long time. And it feels like what I've been waiting for, you know, maybe even before I knew that Tesla
was a thing, just as a futurist, as someone who looks forward to the day when we have
abundance because of robots, you know, because they can do all of the work that we hate and
we can spend our lives, you know, doing things that we love.
So we're there you know doing things that we love so we're there go
tesla go tesla yeah a lot of optimism right here and i think that there's a lot of things you know
i always obviously keep an eye on the stock and the stock's having a great day today it's up seven
percent which is awesome it's still down almost 30 this year and i think a lot of people i i would
say just look back to last year.
April was the low of last year.
We were down 43%. And we finished the year up, what, 60%, 70%.
So do you believe in repetition is maybe the question here,
especially when there's a lot more exciting things coming up this year.
So I'm just going to continue to keep my eyes on it.
But, yeah, back up here to 276 today, which is nice to see. All right, Landon,
how have you been? Sir, sir, excuse me, sir. This is how I've been greeting people all week at
Tesla Festival, Chattanooga Charge. I'm doing great. It's glad to hear your voice. Glad to
have you back. I've missed you for a couple of weeks. Max did a great job with the crew. Happy to hear Omar and Penny talking Tesla reality and positivity because the Tesla community knows
how to come together. Tesla peace and love was the slogan, the motto, and the feeling at the
Chattanooga Charge. So this week in spaces, I'm going to be talking about Hardware 3 FSD.
I will have the wrap-up of my 4,000-mile 10-day trip on FSD version 12.
And here's the spoiler.
The news and reporting of the death of Hardware 3 has been greatly exaggerated.
Hey, but let me just tell you, this Chattanooga charge, if you have a local owners club, get involved and get excited.
Because the best way to counteract the negativity and the hate is to share your great experiences with other Tesla family members, friends in the community,
and bring more people in because we know the answer here.
We know the secrets to a happy, safe, and exciting lifestyle through Tesla, if you want to call it that.
The Chattanooga Charge, this is really amazing. Josh and Amanda Hazel are the president and are running the Mississippi Tesla
Owners Club. They brought together a group of, boy, more than a dozen, well over a dozen Tesla
Owners Clubs in the South, and we met in Chattanooga, Tennessee. We had an author there.
Christopher Lee Jones wrote a Mars mission book.
And I'm just going to list for just a second.
Please bear with my connection, if you would.
I'm going to wrap up in about 90 seconds.
But I am banging FSD across the flyover states into a 15-mile-an-hour icy headwind.
I'm going 80 miles an hour.
I'm safe.
I'm happy.
I got looking straight ahead
at the traffic and it's just taking care of business. It's doing everything it should.
And so I'm going to talk about that this week. The speakers were unbelievable at the Chattanooga
Charge. We had John come out from the Tesla owners club, Silicon Valley, man. He was amazing representing the West coast.
We had Joe Tegsmeyer talking to us about SpaceX really quickly.
Just bearded Tesla guy, Brian White, future as a Josh West bearded Tesla,
resilient, rye Ryan.
We had Diana representing the Denver Tesla club. Thank you, Diana.
Long trip for you. Tesla Latino.
Man, on and on.
Simon Pollack did a huge 100 plus car light show.
Can't wait to show you that next week.
And Iowa Tesla guy, Jim Spencer.
I'm running out of breath, but I love the Tesla community.
Go to teslacharge.com.
You can look there up on the spam that I've just absolutely jammed into the
top of the space. And as a last final note, John helped me. I did change the name of my account
from West Tesla Rado to Landon of the West. It all still links up together. I love being in this
space with these positive Tesla people spreading the good news. And I'm happy to be a part of it.
Wolf. I look forward to talking to you more all this week.
Thanks for having me out.
That was Landon at 2X.
Very nice.
Very nice.
I love the passion and, yeah, FSD handling well.
I will also note, yeah, we got to get your username updated on our end so we can keep
tagging you in these posts.
I appreciate you
letting us know that you did update it landon of the west great stuff there metaphor how is it going
by you good i saw some interesting news recently so hondai released a new operating system that
they're building and it's it's funny how everybody hated on the stockless design when tesla came out
with it.
Now you have one of the large manufacturers looking at that and going,
it seems like a pretty good idea.
It seems like you don't really need these stocks.
Maybe we just have one screen in the middle, no HUD in the operating system,
and it's got three columns.
It's almost like they just said, do what Tesla did.
It seems to be working.
That's how you get the number one selling car.
Why are we wasting our money on all these different things? So it's imitation, you know,
they say, you know, about flattering imitation. Like, I think Tesla's always going to get the hate from people, like, for being early, just like Apple was when they got rid of the floppy drive or
the CD drive. And that's okay.
Early adopters often have a product that they go to,
but then at the end of the day, those products end up winning.
So I think it's really exciting to see more and more of the industries
continuing to follow Tesla's design themes.
I'm just waiting to see when the next triangular-looking truck comes out
because they realize drag is actually way better with the truck design.
Yeah, savor it while you can right i i also saw a lot of cyber trucks in my last week and a half in san fran and miami where i'm right now they are all over the place i see um
most of them are actually wrapped i feel like that's the thing now. Omar, do you feel like more wrapped than non-wrapped that you're seeing?
Oh, yeah.
It's pretty popular.
It's like an art project for everybody.
You see so many different things.
Just yesterday, I saw a halo one, a green one, a military camouflage colored one.
People are really getting creative.
Mine is black one that looked like a paintbrush and somebody had turned it into a advertisement for their their uh painting company and they'll all roll around the back
people are getting really good with it i'm very curious what sawyer's gonna wrap his uh
his wine don't know if i've seen just yet. Whatever it is, we'll probably share it out
on the GigaCast coming up soon.
So keep an eye on that.
Yeah, I think he's doing like black or something dark.
Nice.
I'm intrigued.
I'm going to continue to watch on my end.
Okay, awesome.
Got a couple others I want to make sure that we get to here.
Ani, how's everything going?
Great, great. Thanks for calling on me.
Everything's going great.
You guys always have like the best conversations here about Tesla.
I'm super excited about Optimus.
I think recently they said that they're cranking up some of the productions on there.
I can't wait to see that.
And like I, the other day I saw the logo less Tesla, which was like incredible.
Like you really can tell that it is a Tesla.
Right.
And at first I was just like, ah, I don't know what this is, but like, it's a bulk move either way.
And, uh, it's super cool.
Yeah.
They did move to that logo list.
Um, Omar, you were saying you thought that looked more clean, right?
Yeah. They started doing it with the cyber truck. They've also done it on the cyber cab. that logo list. Omar, you were saying you thought that looked more clean, right?
Yeah. They started doing it with the Cybertruck. They've also done it on the CyberCab. The new Model Y also doesn't have a logo. I guess another upside is maybe some of the angry protesters won't
see it. But the design philosophy is really that if it's iconic enough, you don't need a logo.
philosophy is really that if it's iconic enough, you don't need a logo.
Yeah, that seems to be the thematic here. Good pieces, good pieces. Kim, how have you been?
Been a minute. Hi there. Well, I'm on vacation in Southern California, visiting my older kids
that live down here. And yes, there is a Tesla on every street,
just the same as in Seattle,
missing mine driving down in LA.
I'm driving my daughter's ice car, you know,
that's not always the same getting around.
So yeah, I mean, I see them everywhere.
I have a friend who swore they would never buy a Tesla.
And when I bought mine, they were kind of like, not mocking me, that's a little too
strong, but basically like calling it a junk car, blah, blah, blah.
Well, they just bought a brand new Model Y.
So within nine months, this whole narrative has changed changed and the people that weren't buying them
before are buying them so it's very interesting uh i saw a new model y uh down here in california
it looks pretty sleek i don't know that i for having my hope can you guys hear those dogs in
the background i apologize no that's good we can't hear anything
um oh good you could just hear me um i don't know if it would make me turn you know and i just bought
my model y but i don't know if it's enough to have me turn in my model y um because i got the 2024 so
it was a little more updated it had some of the features that this one has,
like the paneling is dark, you know,
on the sides by the door instead of it being,
I got the white, so instead of it being all white,
that's dark, which I really like that better.
But I definitely like it.
And, you know, maybe in a couple of years,
I would, you know, go buy one.
So it sounds like Elon's going to be leaving Dodge And, you know, maybe in a couple of years I would, you know, go buy one.
So it sounds like Elon's going to be leaving Dodge or Doge in May.
And I think that will be very positive for Tesla, in my opinion.
Wait, what's that news?
I hadn't heard that one.
So supposedly when you're a special government employee, there's only a certain amount of time that you are allowed to work in a given capacity if it wasn't appointed
or elected. So, and this isn't rumor, I don't believe, because I've seen it like in a lot of
different places. And even Trump said it from the Oval Office yesterday that he would be
going back to Tesla. So supposedly in May, I think it's May 12th, but don't quote me on that date.
He will be ending supposedly his role in Doge. And then how do you say it? Dodge, doge. And then coming, you know, focusing back on the companies that he is the CEO of.
I think it's 127 days.
And he mentioned it in the Brett interview on Fox.
Yeah.
So thank you, because I wanted to make sure I'm not spreading fake news here on Wolf Media.
Yeah, I mean, they announced from the beginning that it was going to be temporary.
Obviously, he's not going to be doing this for four years. You know, I think the team has done
a pretty good job executing even with him doing this. But yeah, at the same time, I think
his focus is quite valuable as well. Well, it's also I think, even even, let's say, even if he was, sorry about that, even if he was focused on Tesla in a, you know, let's say, like, 20 hours, 30 hours a week, I think it's perception, you know, more than anything that he's not there, you know?
more than anything that he's not there, you know?
So I think it'll be good.
And then he had his time to make the changes that he made.
Just that's my personal thoughts on it.
But mid-May is when that's supposed to end.
Could he be reappointed though?
Or couldn't he choose to go back if he wanted to?
Because I think he's also spoken about
he'll stay as long as he's needed yeah that that i don't know we need penny wolf and omar to get
on that and figure it out that'd be a good interview we should talk to him about that right
yeah i'm ready it is interesting news i do think it would it would be spectacular for the optics at the very least. But I also think, as Omar said, his focus is incredibly valuable. And there's a reason why we all value him as the CEO of Tesla. And the more time that he spends at Doge, the less time he can spend on Tesla. If we're going to sacrifice time spent at Tesla, we need to have an operational country
in order for Tesla to thrive. And I guess I'm okay with that sacrifice, but selfishly,
as someone heavily, heavily invested in Tesla, it would be nice to have his focus back.
That's for sure.
I cannot wait to see the Tesla robo taxis down here because the Google ones, you know, they're kind of
ugly, first of all. And second of all, they just, I don't know, I don't feel as safe with them. So
it'll be nice because those are coming to Austin first, right? And then hopefully making their way
to LA. Yeah, I hadn't heard any rollout plan beyond Austin,
but I know we're talking about,
we're only 60 days away from June now.
That's like so incredibly close.
And you're right, I was up in San Francisco
with Wolf this past weekend and saw tons of Waymo's
and Zooks and different other self-driving cars,
but they're all ugly and
sort of janky looking with all that extra equipment on them. You know, Teslas are like
a work of art. I'd so much rather see those. Go ahead, Meta.
Oh, I was also going to say, you know, in a weird way, it may actually make Tesla safer in the long
run when people realize the stories of, hey, this guy attacked
Teslas and they got 20 years in jail. Another person attacked a Tesla. As soon as that starts
to spread, I remember when we had a series of break-ins, people were breaking into Teslas,
breaking the glass and stealing stuff. And then sentry mode caught a lot of people. And then for
a period of time, at least, everything kind of went down because suddenly the thieves understood that going to a Tesla means you're on camera unfortunately now
they're wearing masks and stuff but I think if more and more people get caught we could actually
see a wave of change there I'm sure when Elon steps down these tech Tesla takedown people are
gonna be like oh we made him step down but that's the only reason why my personal opinion on it is i'm because of these protests i almost want to see him keep doing it
like there was there's one line item that saves 65 billion dollars and people are pretending it's
not a big deal but it's six and a half percent of the way to the goal so like 14 more of these
and they're done right like. They're doing really well.
No violence.
Seriously, people.
You heard it from Mama Kim.
Don't go breaking things.
Especially, I just love the memes where it's like, hey man,
you want to go vandalize some cars?
And then the guy, yeah, how about that one
with all the cameras?
How stupid can you be they're helping us advertise the features in all honesty right they're showing he's showing people how good century mode is
you know you know how many more people probably like turned on century mode or have like learned
about it and now become users just from that that, education by force, I guess,
which is always intriguing.
All right, Emp, your last one that hasn't had a chance to speak.
I got you back on stage.
Emp's been running some of these shows,
so I'm excited to hear maybe any of your thoughts here on Tesla.
Yeah, sorry.
First off, great to have you back, Gav.
I know the entire crew loves having you here as well.
But big shout out to Omar, Penny and the rest of the crew, Landon, Ani, everyone, Metaphor coming in.
They helped hold it down while you were busy traveling.
But I'll say this, just in general, you know, I asked this question last week about all of the, you know, the vandalism and stuff.
Just wondering how prevalent it was. I know the, I think, was it John out in Silicon Valley that was mentioning he had some members that had been
affected, but you know, I went out this weekend and for those that don't know, I do live in
central Mexico. I went out this weekend and I saw probably six or seven Teslas as I was running a
couple of errands, no protesters there, everyone, you know know happy with their car i actually chatted with uh
one of the ladies that was driving one in the uh in the parking garage and i was like how are you
enjoying the tesla and um absolutely love it can't wait for fsd down here uh there's actually really
good sentiment around the teslas down here and and i guess i'll just provide that perspective
because evs i mean byd is huge down here. I've mentioned that before, but the cost of electricity in some of these other countries like Mexico, for example,
is so much cheaper than gas. So there's going to be a very quick adoption into EVs. There already is.
It's already happening. And that's been kind of the microcosm I've seen is how many people down here are switching to EVs even without the charging infrastructure.
So when I hear people push back on the infrastructure thing up in the U.S., especially when I talk to friends back home or family back home in Arkansas, there's a lot of this like, well, I just don't want to get stuck.
I don't know what about chargers and stuff.
I'm like, well, there's actually it takes you where you need to go and just trying to explain that to them. But I'm seeing adoption
down here, even without that, just because the availability of being able to charge at your house
and how much money you're saving with the electricity bill. And then just in general,
the sentiment down here, I was just doing that little barometer and people down here love
Teslas from everyone I've spoke to that either has one or, you know, every once in a while you're walking by one,
it's, you know, it's a head turner, right? Especially if you see a, we saw a Cybertruck
the other day in a parking lot and several people, you know, taking pictures. It's a head
turner, right? And everyone's comments down here are actually fairly positive. I was surprised and
happy to report that back to everyone.
Yeah, it seems like a lot of you have been going down and actually, you know, scouting things out or engaging with people that are protesting, stuff like that.
Omar, you got quick thoughts here on these protests?
Yeah, you know, you can't stop a game-changing technology with protests, in my opinion.
You know, if people were protesting the iPhones, would we still be using Blackberries?
I don't think so.
In a lot of ways, these protests are backfiring.
I mean, I was in the Third Street Promenade Santa Monica store just this Saturday. And there was a bunch of protesters outside,
you know, dozens of people holding up signs, chanting. And what I saw is it was actually
bringing a lot of attention to the store. People who might have walked by were like,
hey, let me check out what this is. And they were in there checking out the new Model Y,
they were placing orders. You've got conservatives, people, literally people from the oil and gas industry who never
thought they were going to touch a Tesla, who are buying them, taking delivery and,
you know, falling in love with the self-driving.
So I'm at the point where I'm just kind of trying to ignore it, live my life.
I'm at the point where I'm just kind of trying to ignore it.
Live my life.
You know, they really believe they don't have any problem with Tesla, actually.
They just want to hurt Tesla because they think it'll hurt Elon Musk.
That's right where I was yesterday.
I'm staying right next to there.
At the Santa Monica.
Oh, wow.
Cool.
That's awesome.
Yeah, maybe we should meet up.
Yeah, that would be fun.
I can walk there.
Yeah, I live like 15 minutes away.
So, yeah, it was kind of funny to see the protesters.
We were just, you know, taking a walk in the morning.
We weren't really planning it.
But, yeah, it's a little puzzling.
Some of them may be getting paid or reimbursed.
Some of them may just not have a life.
But, you know, as long as they want to protest peacefully, that's their right.
You know, they have a right to do it.
And I think that's great.
Obviously, where it gets into, you know, throwing Molotov cocktails at a car or a dealership,
then you get into sort of criminal territory.
But hey, that's democracy.
You know, you don't like what Elon's doing.
You can go protest outside the store.
But I think it's been really overblown as a narrative
and that, you know, oh, demand is going to collapse.
I think at most, you're going to see an effect that is on net, not more than 5% of global
deliveries.
So it's, you know, it's something to think about as an investor, but I don't think it's necessarily going to be catastrophic,
driving a 50% or 75% sales decline
as some of the narrative has been earlier in the quarter.
It's also really bizarre how the protests end exactly on time.
I went to the one in San Francisco,
and it started at 12, and at 2 o'clock,
it was like a bell rang in class, and everybody just left.
It was so bizarre.
I've heard it happens every weekend, so I'm going to try and go this weekend and record at exactly 2 o'clock to see the exits.
I just wasn't expecting that, so it was very bizarre.
I was looking for places to go in San Diego. The last time there was an event like this,
I went to a dealership where there were no protesters. So it was still nice giving them
cookies, but I wanted to go to one that was a little bit more affected. So I searched online,
I found the website where they organize it and they have start and end times. And it's like a
social thing for them too. You could see that they were like all ready to go out and have some food afterwards, right?
They were definitely like mingling as if they were friends that had hung out at other protests
before.
They were not at all interested in even talking to the other side.
And the few that I could get to talk, like one of them admitted openly that they just
hated Elon because of a previous business deal
that they did together this is someone who's holding up a swastika and and calling him a
fascist and it's like you literally have no evidence of that you just know that it's gonna
piss someone off and you don't like elon so you're holding up that sign so i think it's a mix
of like all sorts of different folks that are out there. Uh, but it, it did,
it did seem a bit like a social gathering and like,
it is so weird to see them come and go on a schedule like that.
But I also think they're jumping around between different dealerships and that
may also be why they're on, you know, such a tight schedule like that.
Like it's the same crew going around.
The people at the protest feel like the people that you see, if you click the show
probable spam button on X, those are the people you're seeing at the dealerships.
That is so true.
I just watched a video earlier, um, from like somebody's cyber truck, uh, video, uh,
the camera, and it literally looked like somebody
with a profile picture with a non-verified account.
I'm so sorry.
One of my favorite things I've seen Elon retweet
was somebody pointed out that none of the protesters are hot.
He basically was like, yep, that's pretty rare, actually.
Yes, I saw we got a Dallas, Texas.
Sorry, Dallas Tesla Club popping up on here.
Maybe you are from Dallas, Texas.
Could be that, too.
Welcome to the stage.
Appreciate you coming up here.
What's going on?
Yeah, thanks for having me.
Just wanted to pop up and say I love the space.
You are really doing good things by breaking down the FUD and kind, love the space. Y'all are really, you know, doing good things by breaking down the
FUD and kind of talking facts here. I, you know, the protests to me, I try not to like laugh
because I drove by on the big day, the global takedown day in Dallas, which we're a pretty big
city. And there was no protests like morning, afternoon, night. You know, there just wasn't one.
I posted that on my page.
So I think it was pretty blown up.
I know some major cities obviously did have some demonstrations. But what I found to be funny and I actually would like to know more about is what we were just talking about on how they all end at the same time.
Clearly, they are, you know, organized and paid.
These individuals are holding signs that they didn't even make. There's a lot of videos of people when they ask, you know, organized and paid. These individuals are holding signs that
they didn't even make. There's a lot of videos of people when they ask, what does your sign say?
They had to turn it around and read it because they don't actually know, right? So they're kind
of as useful as the people who stand on the corner spinning the sign that says Staples is going out
of business. Come on in, you know, because they can't plant it in the ground. They have to pay
someone to hold it. So my question here is, if this is organized, which it is, and it is funded, which it is, where is the funding coming from?
Does this connect to an Act Blue?
Does this connect to a special interest group on the left?
I'm just curious where the funding mechanism is coming from.
Well, I mean, I think you're talking about one of the major political parties, right? So this is a broad mainstream political issue.
being such an important asset to the Republicans, not only, you know, financially, but also in terms
of some of what he's doing within the government, attack him, and you're attacking your political
opponents. So, you know, we're probably going to see a lot of effort put into smearing him,
attacking him, for as long as he's involved in politics.
I mean, that's just par for the course in American politics. Nobody comes out of American politics
unscathed. As much as it would be nice to have a very civil political system, that's not the
political system we have. So yeah, I think that's just something you can't really escape when you get into politics.
And it's why most CEOs don't get into politics.
Yeah, I agree with you, Omar.
I think it is interesting that none of them seem to know much about Elon.
They just say, well, he's not an elected official, so why is he in the White House?
You know, that's kind of the soundbite you get. But when you start asking the hard questions, none of them actually care to talk
or some handler will kind of come over and say, don't talk to them, don't talk to them.
So I kind of use the word useful idiots because they're not there to debate or talk or even make
valid points. It's really just hold this sign, have pictures taken of you,
and then let the mainstream media do the rest. My favorite is when they talk about how much
money Elon is spending in politics and someone will bring up that the Republican side got
outspent heavily and they have nothing to say. It's like they don't even know that.
And they have nothing to say.
It's like they don't even know that.
United spot.
Go ahead.
Hey, Penny.
Thanks a lot.
Wolf, how you doing?
Well, yeah, you know, I think Leif Garrett once said that there is no such thing as bad publicity.
And even though what these people are doing is horrific, you know, they will be dealt with from the long hand of the law. But I've never
seen more Teslas on the road, you know. So, I mean, exposing these people, letting them talk
and letting them say this, I mean, it just goes back to the 2014, 2015 days when, you know, you
approach these people and they have absolutely zero clue why they're there.
They have zero clue. They couldn't tell you one fact. They couldn't tell you anything about
anything. Uh, they just came from, you know, mom's house, grandma's house. They got their
cookies, their lunchables and their snack pack. And they have absolutely no idea what they're
doing there other than the fact that they want to be a part of something because they live in
this copy and paste world. The only downside to it for them is we didn't have Elon Musk back then. And Elon Musk is somebody
that doesn't necessarily play around when it comes to things such as this and taking something that
he's worked so hard for and destroying it. You know, I know it sounds funny to somebody outside
of the box, but each one of
those cars, each thing, each one of those employees, everybody that has bought a Tesla
is a part of Elon. And he takes that very seriously. So, you know, justice is coming
in way more than just one way. It's going to be an amazing thing, but I think it's a great thing.
And Elon's a great person.
Got a lot of respect for him.
And anybody that supports Elon,
definitely good things.
And have a great day.
And let's get more Teslas out there
because it's starting to look like
a Tetris game out there.
You could see in his eyes in the Brett Baier interview,
how serious he was about catching the people
that are funding the violence specifically.
You could tell he was trying to send a message, right?
Like he looked into the camera and he's like,
you are going to pay.
I definitely felt that moment. Josh, join the conversation, man. And
we'll try to make it through the rest of these hands. Hey guys, thanks for having me up. Just
been enjoying listening to you for the last little while. I'm on my way back, just getting
into North Austin from Chattanooga, Tennessee. And I'm on my way to the North Austin Tesla gallery that recently had the bomb scare. I was there delivering
pizzas the day before when they had the protest there. And then about 14 hours later, had the
three incendiary devices discovered. So I'm going to drop in there. I'm friends with the gallery
manager there and I'll speak with her, give you guys some feedback on what the vibes are there,
how the employees are feeling and just kind of let them know that they have our support continuing.
Yeah, just a couple quick things.
I believe that there's a serious mental health crisis out there
and I believe that whoever is backing these protests is exploiting these people.
These people are not well, especially the ones that are taking action.
It's one thing to stand out like a dummy with a sign that you don't know what it says. It's another thing to bring an AR
rifle and shoot up a store, throw Molotov cocktails with premeditated domestic terrorism.
So there's definitely a serious issue. It's great to see Pam Bondi speak out on that.
They must come down forcefully with law and order on these really incomprehensible crimes that are being
committed. And what's interesting is the approach is that they're not just protecting Tesla locations,
but also tying into that as any other location as well and protecting other businesses, which is
great because it's setting a precedent moving forward that these types of pushback or protests,
whatever you want to
call them these domestic terrorist actions will not be tolerated in our
civilization and I think that's very important moving forward because
extremism is certainly on the rise so it's important to protect these
employees what's interesting is that I posted several videos as many of you
know I'm just kind of highlighting because I couldn't think of a better way to encourage the spread of love and peace over, you know, hate and vitriol.
So I'm posting these videos of delivering donuts, these multiple locations for around the Austin area, as well as pizzas and whatnot to push back against the hate.
And, you know, on Instagram specifically, you can see who likes your photos.
And I actually have a lot of Rivian employees who follow me and they all were liking the videos as well so that was
interesting to see the support um not just from the tesla community which was great because overall
it doesn't really matter what logos on the front of the building what's happening is completely
wrong so i'll give you guys an update on what's happening we'll get that video up here shortly
so make sure you're following along and yeah,
try and bring you what I can from Austin on the ground.
I'll quickly add that, of course, living in Austin,
I'll be front row center as soon as RoboTax is rolling out.
So give you guys as many updates as I can firsthand.
Thankfully, I was able to be at the WeRobot event
with you, Penny, and we went for a cruise.
We've, several of us up here have gone for a cruise in the Cyber Cab,
so it'll be cool to see what iterations they've made on it and improvements.
For me, the striking difference between FSD,
having gone thousands of miles now on FSD,
is just how smooth it was.
So I have complete faith.
There's a little wager going on with Bearded Tesla guy
and Zach's Jerry Rig,
who recently tore the back end off his Cybertruck with an excavator.
There's a little wager.
I think it's, I don't know, $1,000 or $10,000 that Tesla won't make it for June.
So it just adds a little spice, a little flavor to what's going on.
So make sure you're following Bearded Tesla Guy on X here.
Thanks, guys.
Thank you, Josh. bearded Tesla guy on X here thanks guys
thank you Josh Tesla Sentinel go ahead hey Penny what's up what's going on um in meta um actually I have a kind of a different question I mean I'm happy to
see that these guys who are doing the vandalism to Tesla are being prosecuted.
But I kind of want to look forward now.
You know, kind of a question for Omar.
With regards to some of the, I guess, battery density and charging times that BYU is announcing,
do you think that Tesla's ramp up of the 4680 and the different iterations
will be slightly more aggressive moving forward?
Just what are your thoughts on that?
Yeah, I don't think there will be, you know, any sort of change of plan as a result of
this.
Tesla's now putting 500 kilowatt chargers into deployment.
I mean, they haven't even activated them.
I think the most they're going right now is 325.
But they're going to be going up to 500.
You know, some of the newer vehicles are going to be 800 volts.
So charging times and speeds are going to continue to increase.
The nice thing about Tesla's business is they get all their batteries from suppliers.
Pretty much all the major battery suppliers of the world, they supply batteries to Tesla.
So their top suppliers are companies like CATL.
BYD actually supplies them batteries for their German factory.
And you've also got Panasonic and you've got LG. And you've also got
a small amount of batteries that are made in-house. We're talking about around 2% of their global
sales volume. So that internal battery business is ramping up. Currently, their internal batteries
support the 500 kilowatt charging.'s, you know, the fastest batteries
they have. But if the industry develops better batteries that are cheaper, that charge faster,
so on and so forth, Tesla can just incorporate those into their products and their products get
better almost for free. So as much as the media wants to kind of pit BYD and Tesla against each other, they're very different companies and they're actually a lot more complementary than people think.
You know, they're not quite making the same product.
They have some products that compete.
But BYD, for example, their business is mostly cars that have an engine, right?
So plug-in hybrids.
They have a plug, you can plug them in, but they also have an engine.
So it's a very different product, and I think it fills a different need.
They hit a lot of the lower-cost segments, which Tesla isn't really touching.
In the segments where they compete directly, Tesla actually beats BYD. But BYD is
in a lot of lower cost segments where Tesla isn't. They're also huge in commercial buses. You'll
even see BYD buses here in the United States. Tesla hasn't really gotten into the commercial
segment that much. They're going to be starting volume production of their semi-truck later this
year. But in many ways, they're actually complimentary businesses.
They're actually partners, you know, working together on different things.
So, you know, I think competition is good.
I think BYD is a great company, but you know, this idea that, oh, you know,
there's some huge charging innovation and everybody's going to need that.
some huge charging innovation and everybody's going to need that. First off, I think, you know,
the usefulness is actually a lot less than people think. You need to actually have these really high
power chargers deployed and, you know, there's trade-offs involved. It's not their cheapest
battery that's going to have this. It's going to be sort of their higher end platform. So generally, EV charging times and battery capacity, everything, they're going in a positive direction,
right? And as that improves, whether it's a BYD innovation or a CATL innovation or a Tesla
innovation, I think all EV makers are going to benefit. And I kind of like these headlines
where they say, oh, yeah, five minute charging time, whatever, just to kind of make people
understand what's possible. But at the same time, there's a gap between kind of a marketing
announcement like that and megawatt chargers being, you know, commonplace, right? So Tesla is doing megawatt chargers for
their semi truck, you know, so you are starting to see those built, but the power demands of
something like that is, is just pretty insane. So for the most part, you're still just going to see
people charging at home and, you know, charging at whatever fast chargers near them. I don't think there's really that much of a difference between,
you know, five minutes and a 10 or 15 minute stop.
But yeah, they're talking about really 1000 kilowatts,
whereas the fastest Tesla is doing right now for their products is 500 kilowatts for the Cybertruck.
So yeah, you know, they're probably
going to eventually do 1000 as well. I just think the way the media is kind of framing the story is,
you know, sort of this competitive thing. That's not really how I see it. I see it as just
batteries and charging speeds are getting better. Tesla's business is oriented to accept any type of
battery chemistry. That's how they're able to achieve such high volume. So they'll take pretty
much any battery chemistry, they put their product face on it, and the user kind of gets the same
user interface. That's what's really been their key strength. They haven't really done the battery
themselves. But actually, they are doing that more and more. They're making really done the battery themselves, but actually they are doing
that more and more. They're making new cells. So I see it as a positive sign. I think BYD is a great
company and the state of EV technology is just advancing very rapidly to the point where any
sort of pros of a gas car are disappearing very fast. No, for sure.
And I think that's really, really a great way to characterize it.
I think most people don't realize that huge takeaways there is that, you know,
there's actually complementary and overall both are getting better.
And because of the way Tesla's configured, we can also change our chemistries as well, too.
So I love that.
I wish more people would understand the underlying part of that as as well and not just look at the uh initial line but i
appreciate that thank you so much yeah i mean they literally buy batteries from byd for germany so
if byd has a better battery great we'll buy it um and we'll put it in our product too or if catl has
a better one then maybe we'll use that or maybe they CATL has a better one, then maybe we'll use that. Or maybe they
come up with a better one internally. They maximize volume by literally using every battery
supplier on earth, every major battery supplier on earth. A lot of great thoughts across the board
here. This was a jam-packed space.
I really love the energy coming back into it.
I don't have a hard cutoff here.
We could go for a couple more minutes, maybe take a hand,
and then a couple of closing comments from some of my co-hosts,
and then we'll wrap this one up. But I think a lot of passion here, obviously, being shared for Tesla,
a lot of support.
And again, I just encourage you all, if you're a Tesla fan,
I'll go ahead and I'll pin it up top real quick
so that everybody can go ahead and check it out.
But tomorrow, myself, Omar, Sawyer, and Farzad, we're going to go ahead and record our next episode of the Gigacast.
And I think there's a few things top of mind for me for this one.
Our last one, we talked about the all-hands meeting and really something Tesla had never done publicly before.
And we dove into that very deep.
I think people really enjoyed that. I think it was one of our best performing videos so far on YouTube,
actually, which was pretty cool to see. We're getting like 10,000 views a video with less than
10 episodes in, which is awesome. So we really appreciate the support. And I did pin that up top.
If people want to go ahead and check it out, follow that channel. So you can see some more
of those coming out. And please definitely subscribe to it on youtube we already uh broke 2 000 subs all right let's go over to i thought there was a
hand up from uh dallas tesla club was that you nope all right hand down okay landing go for it
thanks very much i was talking with uh with josh this week about you know we've got us with tesla
love and peace on one side, and we've got,
you know, maybe the big machine that's working against the Tesla narrative on the other side of
the coin. But I always have taught that there's a third side of the coin, and that's the very edge.
And I think that that's where we're seeing some of this rage. And I was talking with Josh and
Kelly B. Sloan of the Michigan Owners Club.
She's the president about this rage.
And it's very, very small numbers.
But, you know, you get a picture of some guy driving a Lexus on a freeway and he's endangering people left and right, all swerving around, holding a taser, whatever, something like
that.
And it reminded us in our conversation of 1.5 million years ago, something like that Homo erectus discovered fire.
You know, I was just looking for an excuse to use the phrase Homo erectus.
But they discovered fire.
And what did all of the other tribes do around them when this first couple of tribes get fire?
They come in and they didn't steal the fire.
They didn't start using the fire right away. They in and they didn't steal the fire. They didn't start using the
fire right away. They came in and extinguished the fire. They were frightened. They were angry.
They didn't have this and they didn't want anyone to have it. And I feel like that this is a little
bit of what we're seeing. And we will overcome this negativity of the very edge of these protesters.
And I think we're doing a great job as a community moving past it.
Thanks again.
I concur.
I concur, Landon.
Hey, I want to just give a quick moment for Tesla Austin Owners Club that popped up here.
if you had any comments before I go to my co-host for final say. Yeah, definitely. So one thing that
If you had any comments before I go to my co-host for final say.
Yeah, definitely.
we wanted to mention is we're having this event coming up and it is on April 12th.
It's at this location called Domo, which is in Gatesville, Texas. It's called the Cybertruck
Rodeo, part Dukes. And really what we want is to get everybody out there and involved and supporting the Tesla community.
We've been on calls with Tesla headquarters, and they're really hyped up for the event and coming out.
And we're trying to get as much support around Tesla, around the Tesla community, so we can abolish all of this negativity around us and
really have a positive, impactful event that helps support everybody interested in Tesla,
the brand itself, as well as bringing all the members of the community together.
Yeah, these events are super important. You know, I really value in-person events as well,
just getting that FaceTime. You know, Penny, that was for us, me and Penny's first time meeting,
you know, face-to-face last week, and we got to spend a lot of time together, really a couple
of days at the events and stuff like that. You know, that just, you know, and that was just the
first time, right? By the time you get to the second the third time you just continue to build and develop those relationships omar next time
i'm uh over there we're gonna have to hang out uh make some of these things happen we got to do a
little gigacast reunion one of these days uh but yeah for the rest of the folks up here as well so
you know i'm continuing i'm always traveling it's a little crazy these days but i'm always making my
way around and so excited to see people at more of these events, attend more than myself. Like I said,
you know, I got to see my first SpaceX launch yesterday, which was very cool. And I got to see
that from the Kennedy Space Center base. So I got to be very up and close. And, you know, those are
things where there were just a lot of people just, you know, standing around kind of, you know,
admiring, right? Wasn't even like a put together event necessarily in that area, but you just had a lot of people that were gathered for similar reasons. And I think that's
the beauty of these events. So I'll be around at some of these things for sure. I'm definitely
going to get to some of them. So I'm pretty excited. Did you have any other comment there,
Tesla Austin? Yeah, just, you know, I've seen a lot of interaction with people online,
a lot of new owners, which is really great.
And, you know, bringing those new owners together at these events and talking to legacy owners and supporting.
And then there's other people, you know, in the community that are just, you know, being brainwashed by the media is the best way to say it, and are leaving and selling their Teslas,
which is really unfortunate. And we just really need to come together as a group and influence
positivity and influence change in times like this where, you know, Tesla as a company is one thing and
owning a vehicle is something that's completely, you know, different.
100%. Great thoughts there. All right. Closing thoughts here. We'll take Josh,
then we'll go Penny and Omar. Hey, yeah, thanks. Just wanted to piggyback on Tesla owners, Austin.
Of course, I'll be at the event.
We put the information up in the nest there
so you guys can check it out.
So make your way to Austin.
Yeah, it's definitely, it's all about spreading the love.
Love will always trump hate.
I think it's absolutely important
that we do these in-person events
because, you know, there's so much runoff
that we have from social media
where we're able to showcase to the world
that what you're hearing in legacy media is all contrived,
really blown out of proportion,
that the love is much more overpowering than the hate.
On the topic of newer owners, it's very interesting.
Josh Hazel, who is foundational with the Chattanooga Charge,
he pulled the data and the majority,
like the vast majority of vehicles that were registered for that event were, I believe, 2022 and newer. We only had one
2018. That was actually the oldest vehicle that was at the event out of hundreds. So there is a
lot of new movement into the Tesla brand, and I think it's very important that those that have been
in the community for a while to kind of like reach out. And especially through these events, I really think they play a crucial role in getting people involved and also just spreading positivity overall.
So I'm actually at Dunkin' Donuts right now picking up a couple dozen donuts to roll into North Austin and show them some love.
So wherever you are, guys, just show some love, even if it's just a kind comment to some of the Tesla employees.
They've been going through a lot of heat lately.
So just remember to, you know, even a smile can go a long way in brightening someone's day.
Thanks, guys.
It definitely does go a long way.
And complimenting people, random compliments.
You never know how far they go, right?
You walk by, see somebody saying, I like your Tesla.
It's looking good today. You never know. Penny, any, right? You walk by, see somebody saying, I like your Tesla. It's looking good today.
You never know.
Penny, any final thoughts for us on this one?
Yeah, you know, I'll double down on what everyone else has said so far about the in-person events.
I think they're spectacular.
I think in terms of just fulfillment, getting out and interacting with other people.
But it's also good if you're trying to grow your account.
You make these connections with folks who are, you know, invested in a community, and it's only going to pay off
going forward. Thanks for hosting the space again, Wolf. Always a pleasure.
Yeah, it is. It is a lot of fun. And I'm, you know, I always love being on here. But I want
to just give a special shout out. As we draw towards the end here. I think you had to drop off or something, but Ryan
Emperor, who many of you have probably become familiar with, he's taken over largely, you know,
90, 95% of the hosting from behind the wolf account, which has really opened up and kind
of changed my life a little bit. You know, I've, I've been hosting full time for four years now,
which is crazy, right? I started legitimately four years ago
when Spaces first started.
And I've hosted and logged over 8,000 hours live
on Twitter Spaces, X Spaces,
and have had on thousands of guests.
You know, we've really had conversations
with everybody from, you know, this crew here,
Elon Musk, Bill Ackman, Kathy Wood, so many others.
I will be free next week. So I'll be on
hosting with y'all next week, the week after that as well, the week after that as well. I think I
have a flight on the 29th. So you got at least three more weeks of me on here. I also do still
host the X Spaces crew on Thursdays. That's 12 p.m. Eastern with Penny and Alex Finn. It's a really
fun one. And so I just thank everyone
that tunes into these. It's kind of given me, you know, even a bigger appreciation for what's been
built and created here over four years as I've been able to move into more of a leadership role
within the team. You know, Wolf started out, I mean, just me, for years and years. Now we have
10 people full-time at the firm, five people in addition to that part-time behind the scenes. We
have four different channels logging 100 hours of live content a week, both with audio and video. So it's really scaled. So just a big appreciation
for me. And, you know, coming back this past week was something where it kind of broke a streak for
me. This past week was the first week in four years that I was not on a single space. And I
just kind of wanted to see if that was even possible, to be quite honest. So it's a little
bit of a change, but I'm excited to see what the future holds. So really good times. And I do appreciate all of you and I'll still be making
an effort to get on these as often as possible. There's a couple of spaces I did not want to give
up each week. Omar, any final comments for this one? Yeah, I think this is the biggest year in
Tesla's history and they've done some big things. They changed the auto industry
with the Model 3,
with the Model Y,
but I think everything
they've done in the past
is going to look small
compared to what's happening this year.
So the new models they're launching,
FSD, Optimus starting production,
it's a dramatic pivot.
It's a whole new company.
And this is one of the craziest stocks. Bulls and bears both love it. They obsess over it. But I've held this thing from
$4 to $400. And I think there's going to be a moment coming, you see them every so often, where people say,
fuck, you know, I should have bought more Tesla shares. When everybody is rushing to the market
to buy some, from institutional investors to retail investors, when short sellers are covering,
I think one of those moments is coming. It seems pretty clear
with everything that's going on. Tesla is this unique company where they don't have PR. They
don't do a lot of marketing in a traditional sense. So a lot of times these false narratives
of the company will emerge. And in a typical publicly traded company, you'd have the PR team, the IR team, the marketing team going out and fighting against it, not necessarily at Tesla.
They're happy to let people just be wrong. And that's why you can see these sort of dramatic
shifts in the market that happen when some of these narratives crack. So not financial advice, but I'm buying shares
whenever I can, on any red day especially, because I think this is the emergence of
one of those companies that's a generational company that you don't see every day.
that's a generational company that you don't see every day.
We're looking at sort of like the birth of a new Apple or Google or Amazon
that's forming here, a company that I think is going to be
really a pillar of the global economy.
And yeah, I think I'm just focused on what's happening in Austin in June.
Yeah, that's all sights ahead for that.
I completely agree with you.
Huge thank you to Omar and Penny for hosting us as always.
Appreciate the panel.
We had a lot of regulars.
And if you look around this panel, we've got a lot of people, a lot of Tesla names jumped
up with us.
Tesla Austin, Dallas, Tesla's, Tesla Sentinel.
Thank you to the United Spot, Josh, as well as Landon, always being a staple here.
We had Kim and a few others join us as well today.
Ani that we're on.
Appreciate everyone that stayed a little bit long with us.
We're in about 75 minutes here, but it was all great content.
Also, Omar inspired me.
I bought more Tesla during this space.
Not financial advice, but I am in a similar
boat with him with the mindset. So I'm excited to see everything continue to move forward.
So thank you so much, everybody. Have a great rest of your Tuesday. We'll see you on the next one.
Take care. Thank you.
