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
And so it'll be curious to see when the robo taxis are rolled out this summer in Austin.
How exciting is that?
And then of course, you know, the the the big one is uh we're all gonna have uh you know Rosie Rosie the robot uh from the Jetson in our in our in our house, yeah, doing our doing our tasks w from Tesla.
And again, I being the skeptic, I think I I don't see the robotics the humanoid robotics market being a whole lot different from the car market, right?
I mean it's utility, people will have one.
It'll be $30,000 to $50,000.
There'll be 15 companies making them and margins will be it'll be a manufacturing margin business.
So cars have tons of software in them, tons of chips in them.
They're amazing utility for the consumer.
But they're cars, they have a low margin and and a lot of people make 'em.
And I I think it's gonna be the same with robotics.
Well again, I mean, I think that that uh number one, interest rates have a have a big determinant on those kinds of stories because f if we believe at least some of the rudiments of finance, you're willing to you're willing to to pay more for
profits and cash flow ten years in the future, uh, than when rates are are higher.
That's number one.
And for all these companies like this, ninety five percent of the value is in the, you know, the terminal value.
That's number one.
Number two, it it's look, it's castles in the sky.
I mean
In bull markets, people believe these stories.
And that's as old as human nature.
Showing 221–240 of 320 · page 12 of 16
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