Lou Whiteman
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Appearances Over Time
Podcast Appearances
A couple of points here.
For one, I think if you're Elon and you would like them to be together, talk with SolarCity, the best time to do that is pre-IPO.
You can control it right now.
I think if there is hopes that they're all together, you might as well do it ahead of things.
Also, as far as what investors invest in, they have never invested in Tesla based on just
the current car lineup.
It has always been basically an investment in Elon's ability to do great things.
To some extent, it almost doesn't matter what the product is or what the collection of assets is.
It is the idea that you give Elon the resources, he will create value.
At the end of the day, I'm talking against this, but maybe you don't need this shiny collection, but maybe putting them all together and just saying, Elon, here's a pile of money and a lot of resources.
What can you do with it?
I think that is what the market wants to buy, so give it to them.
Here is at least just a warning or something I think Tesla shareholders should consider.
As I said before, a lot of the investment in Tesla is an investment in Elon.
It's not so much an investment in, I want to be an automaker.
If there are two publicly traded stocks that are both, you can invest in Elon.
One of them is a car and energy company, and one is a space and AI company.
You can see
the imagination pulling away from Tesla, or at the very least, all the stock price is, is the number of buyers and the number of sellers.
if there's more options, less demand for one stock, I think it could cause some issue to Tesla's valuation.