Lou Whiteman

I don't think they're ready to be just a stodgy old bank stock or something.

I don't know what role it plays in a portfolio.

I know what role it plays in my consumer life when I really want coffee.

But that isn't a big enough hurdle.

That isn't the hurdle I'm looking at as an investor.

Charles, I just want to say, I want to push back at the premise here and comparing it to Tesla.

Look, yes, they're beating Tesla.

But they are losing to the S&P 500 over every period I can look at since the IPO.

One of the things that has really plagued Detroit over the years is this obsession with Tesla versus the obsession of just running a good business.

So I reject that as a bogey to shoot at.

The whole industry would be better off if they just let Tesla do Tesla and focused on them.

To Mary Bar's credit, I think that that's what they're doing.

I think it was a fine quarter.

It's a bounce back.

It's a tough market.

When times are good, it's a single-digit gross margin business most of the time.

I don't understand necessarily the excitement, but I don't...

They're doing very well with what they do.

My favorite part of this is, the truck is going to glow turquoise when it's on.

All the cars on the road will be able to see it, which is good.