Alex Roy

That's it.

It's Tesla and it's BYD.

Well, it's unfair out of the gate because the Chinese government has subsidized the Chinese automakers, created conditions which make it really advantageous to them and devastating for anyone else.

So unless the United States was to come up with a –

a an incentive program or a structural program you know call it the like marshall plan for american car makers that would put them on an even playing field in that way there isn't very much that we can do other than come up with incredibly great products that's what tesla is doing now the

Underneath that is a necessity of the precious minerals and the refining of these metals.

So the good news is there is a lot of money going into American industrialization, and there's the potential in coming years, probably decades, to be able to mine and refine these, if not in the United States, then in the Americas.

So this is a multi-decade process.

Solution to an immediate problem.

But there really is no alternative other than subsidizing EV sales right now.

And that is politically not going to happen.

I don't know if that's the only way to do it, but it is the immediate way to do it.

And unfortunately –

EVs and autonomy itself have become politicized in ways that are not advantageous to making decisions that are best for the industrial and labor force of the United States.

Neither of these should be political issues.

They should be American issues, which would lead us to a solution.

Yeah, I have several cars.

I have a Tesla, which I absolutely love.

It's my fifth.

I also own several vintage internal combustion cars.