Ben Thompson
speaker
42,103 appearances
120 recordings
2 series
first heard Sep 2024
last heard 21 Aug
Ben Thompson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
Super rational value.
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But at some point, and people on Wall Street have been writing.
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T SLA stock does not make sense for 10 years.
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Yeah.
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And they look dumb though, because the stock that like they lost their shirts when the Model 3 worked and the Model I worked and it and the stock went to the moon.
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But but like the the stock was just because it went to the moon, it's like, okay, if it had stayed where it was, then it actually made sense, but then it did.
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It got it got escalated.
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But the crazy thing about the Tesla stock that always amazed me, and I'm sure this is the thinking for SpaceX going public, is they would do a stock issuance to get more money.
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Now, if you issue more stock, you're diluting the stock that's in the market.
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Like the fundamental value of the company, if the company's worth a thousand dollars and you have 10 shares worth $100, if
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you issue ten more shares, nothing has changed about the quality of the company.
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So the shares should go down to fifty dollars.
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Yeah, you mentioned that.
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Yeah, you mentioned this last week.
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Tesla w would issue shares and the stock price would go up.
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And so it's like
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So it's like
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Right.
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And everyone's like, oh yes, he's investing more money in the company.
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We're gonna achieve our dreams, achieve our goals.
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Showing 2921–2940 of 42,103 · page 147 of 2106
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