Jim Chanos
speaker
320 appearances
1 recordings
1 series
first heard Apr 2025
last heard Apr 2025
Jim Chanos’s voice in public audio — every appearance, attributed to the second.
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Appearances
Because of the way in which Elon effortlessly sells the story of the future to investors.
Mm.
And I've always said, I've always said that in bull markets, people put a premium on promises, and in bear markets, they put a discount on reality.
Mm.
And this is a stock that still, well, and there's a handful of others that still trade at you know 40, 50 times revenues, where people still believe.
They still believe.
in in the promise of robotics and and and AI and and robotaxis and and he's captured the imagination of a whole set of investors, particularly retail investors, who just are are are rabid with the idea that this is the company of the future.
Yeah.
And and so
That that's number one.
Number two, uh, I mean, ultimately he's going to have to deliver on these promises.
And and because you know what?
The car business he's got right now ain't all that.
Um margins are imploding.
Uh profits are down now for three or four years in a row.
Um, he's gonna have down, I think, down sales this year in terms of units.
So I remember when the yes was we're all gonna be.
driving Teslas in twenty thirty, right?
Yeah.
That's not happening.
Showing 201–220 of 320 · page 11 of 16
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