Emily Flippen

And there's also this element of, can these goals be fudged?

For instance, the 5 million active full self-driving subscriptions, it's not clear whether or not those are paid or if they can be given out for free, for instance.

So there's also, I think, a lack of clarity about how these goals could be delivered upon.

And in my opinion, I think the operational goals are actually worse for Tesla than just doing pure market cap-based goals.

We saw that work for companies in the past.

I wish that's what it was, but...

I actually, I'm so excited to see how this plays out for Musk and Tesla.

Oh, there's no doubt in my mind that we're going to be sending robots to space any day now.

Oh, you are so off base, Luna.

I mean, you're right in the sense that, yeah, pizza sales for these companies are declining, but people want pizza.

People demand the pizza, but they just want it from a gas station.

And I think this is what everybody is sleeping on.

I mean, I look at a business like Casey's General Store, the ticker C-A-S-Y.

They are the fifth largest pizza retailer in the United States, and they are a convenience store based in the Midwest.

Their inside sales, so sales made inside their locations, are driving massive comp growth in large part due to their prepared foods, and pizza is by far their most popular option.

And this is true across the board, even with private chains.

Sheetz, Buc-ee's, Wawa just introduced pizzas.

These gas stations are aware of the fact that people want cost and convenience.

And I think when you look at that difference, yeah, there are some elements of the K-shaped recovery with people in the middle class being squeezed especially.

But I think in this case, when you're looking at Chipotle and Kava and all these other brands that are saying they're losing share, they're losing share to convenience stores.