The Ben and Emil Show - BAES 92: Trolling Tesla Fanboys

Episode Date: March 25, 2025

Popular YouTuber Mark Rober drove his Tesla through a cartoon wall and the Tesla permabulls and Elon fanboys cannot stop obsessing over it. We'll take a look at the recent spate of negative news hitti...ng the automaker, it's historic stock decline, and what could happen next. This week's bonus episode is as good as they come. Sign up for your FIRST MONTH FREE and support the show at https://benandemilshow.com 🚨🚨🚨 WE ARE PREMIERING OUR BOSTON VIDEO NEXT WEEK! BOOKMARK OR SAVE OR WHATEVER YOU GOTTA DO: https://youtu.be/emkpqsqSbF8 ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com ***Leave a comment! Like this video! Tell a friend about our show! We love you WHY THE MARKET IS CRASHING: https://youtu.be/OSRVh6ns7Z8 Latest MEATBALL SPECIAL HERE: https://youtu.be/uIOdsIn1Tdo We bought suits HERE: https://youtu.be/_cM1XqA9n2U __ FACTOR MEALS: Eat smart with Factor. Get started at https://factormeals.com/baes50off and use code "baes50off" to get 50% off your first box plus free shipping. ROCKET MONEY: Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money! Go to https://rocketmoney.com/baes today! MOOMOO: Click this link https://j.moomoo.com/BAES to get up to 30 free stocks from moomoo U.S when you make a qualified deposit + earn 8.1% on uninvested cash for a limited time for new users!! Terms & Conditions Apply. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more info, visit moomoo.com/us/pricing. 1. Promo 8.1% APY (as of 12/18/24) is for new users only. The Base Rate is 4.1% APY plus a 4% temporary boost once activated. The actual APY may differ. Rates may change. Enrollment in the Cash Sweep Program is required. See program details at www.moomoo.com/us/support/topic 4_222.   2. APY Booster Rate is effective for 3 months on up to $20,000 once activated. Other terms and conditions apply to the Welcome Bonus. See www.moomoo.com/support/topic4_410 for details. Moomoo is not a bank. Options trading is risky and not for all. Read the Options Disclosure Document (https://j.moomoo.com/017y9J) before trading. Options are complex and you may quickly lose the entire investment. The Options Price Calculator performs calculations based on model assumptions and other inputs and variables that you select. The projections or other information generated by the tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Options trading subject to eligibility requirements. Strategies available will depend on options level approved. Supporting docs for any claims will be furnished upon request. Cash rewards represent potential credits for eligible equity purchases in your moomoo brokerage account and hold no other value. Securities are offered through Moomoo Financial Inc., Member FINRA/SIPC SHOPIFY: Upgrade your business and get the same checkout we use! Sign up for your one dollar per month trial period at https://shopify.com/baes to upgrade your selling today. __ This episode was edited by Connor Rousseau / @ conrad_roussrad Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript
Discussion (0)
Starting point is 00:00:00 Can you fool a self-driving car? I'm sure people have heard of this guy, Mark. Yeah. Mark. Who is he? Mark Roberer. Oh, yeah. He's the glitter bomb. I love that. When you start looking into this, there's all kinds of YouTube videos just like breaking down how Mark Robo this experiment up. This is a faulty test. It's not even a test, man. It's a video in the name of fun for clicks. I watched a styrofoam film child to get obliterated.
Starting point is 00:00:27 Oh, it's terrible. I don't think I'm going to sleep tonight. And then you go to their channels and they just adjusted videos upon videos about how the gigatruck is coming. And they have names like the Tesla Lord. LiDAR, more like these people are liars. It's not just LiDAR. Waymo is also using cameras, other sensors, because they want to be able to map what's around it and not smash into a toddler like the video shows. Well, you don't want to smash into a toddler, but some people might. Some people might be into that.
Starting point is 00:00:58 I'm looking at town with Benin' Me Tell me what's going on Tell me what's going on So listen to love To Benin'i in me Tell me what's going on Tell me what's gone on Do you want to let me do it?
Starting point is 00:01:23 I am lighting What is this called Palisanto? Because it stinks in here. Somebody and I'm not going to name names. It's not me. Let out a great big toot. No.
Starting point is 00:01:34 Somebody spilled burrito. Oh, man. No, it wasn't Jim spilling burrito on himself. I think it's just stuffy in here because we never, uh, we never,
Starting point is 00:01:41 um, we never let it air out in here, you know? Uh, so before we get cooking on this episode, that's all about, uh, Tesla haters and Elon haters.
Starting point is 00:01:51 We're about to do domestic terrorism via podcast thing. Yeah. Oh, man. We're, oh, God, this is going to be a fun episode. Even talking about Tesla could get us locked up.
Starting point is 00:01:58 You know what's, going to be great though especially is the bonus episode uh go to ben and amel show com because oh boy we've i've got some stuff also ben and amelso.com where you get a free your first month for free and also uh we're going to push the q and a to next week because we screwed up a little bit and there's just a lot of scheduling yeah there's a lot of scheduling but also most importantly we've got our big boston video coming out we shot a video in boston with should we tell them who we hired the worst tour guide in boston yeah yeah I feel like we should tell these people who it is because they'll especially wait until you see it.
Starting point is 00:02:33 Okay. So that's going to come out next week. We're going to do a special. And there's going to be a link in the description. You can, even if you're watching the day this, the day this comes out, you'll be able to sign up to watch the premiere. It's already, you know, it's all ready to go. And I think we might be even, we might even be going live before to talk about it a little bit. Yeah, that could be fun.
Starting point is 00:02:51 We're excited for you all to see it. So that's going to be there. And anything can happen when the show is live. Anything can happen. Anything can happen. One of our heads might explode. Oh, the JFK files are out today. They're supposed to come out today.
Starting point is 00:03:04 80,000 pages. We'll see. Boy, I'm going to have a... You should just plug it into... I wonder if you plug it into chat GPT or something and say, summarize these files in one sentence. Who killed John F. Kennedy Jr.? I wonder if it'll be able to say.
Starting point is 00:03:17 I don't know. I don't know. We'll see. Who's Willsey? Did Willsey work for the FBI? Uh-huh. Anyway, folks. Boy, oh, boy.
Starting point is 00:03:30 It's been one week since you looked at me. It's been, no, that's going to get us. Copyrights. Yesterday, you'd forgive me, but still bed two weeks till I said, I'm sorry. Turn it into one of your pooper piss songs because it's got to be, we got to let YouTube know it's parody. It's been one week since I took a piss. There you go. Got kidney stones and got a piss.
Starting point is 00:03:54 Okay. Enough joking. Enough joking. Enough kidding around. So Tesla shares. That was the last kidding we're doing. That was the last one. From here on out, it's very, very serious.
Starting point is 00:04:03 Tesla shares are approaching, as of this week, their ninth straight red week. Could we actually maybe just pull up a chart of, you know, just the Google? Let's count them, folks. Scroll down just a wee bet each one of these candles for the audio listener. God, I wish you could see it. Oh, man, each one of these little candlesticks represents one week's worth of price action. And we are going on one, two, three, four, five, six, seven, eight, nine. Count them, nine.
Starting point is 00:04:33 Look at that. That is the most consecutive red weeks that Tesla has ever had. I scrolled back all the way to 2012, 2013. Wow, this is the most it's ever had. The most consecutive red weeks. Yes. Which ultimately means nothing. It's just if you're a statistic. I mean, it means things are a bit precarious.
Starting point is 00:04:53 Yeah, but it also, to me as a trader, means that. It's probably due for a green week. So, but we are, as of today, trending toward last week's lows, which ain't good. But it also could set up for a bit of a double bottom. And no, that's not when you put your butt up against someone else's butt. It just means that we're potentially bottoming off of last week's low. Yeah, but pull up the Google one. I do want to also just indicate you can see all of the air coming out of,
Starting point is 00:05:26 precipitous do like six months or yeah six months you can see all the air coming out of the the surge it had after after the trump election and i really wish that i had the foresight losing it all god i mean back then i i was i missed it double time because after the election i should have known that tesla would be a great proxy to play for for trump's winning and because Elon's his number one main man. But then with Doge, when Doge started, I should have also had the foresight that, hey, probably a lot of people aren't going to like what this guy's doing. He's also crying about like, oh, everybody's mudd of me.
Starting point is 00:06:08 Yes, but you also couldn't have, you couldn't have imagined how extreme it would have gotten, right? And in my mind, I'm like, he's going to get much looser regulatory procedures, right? They're going to go full steam with full self-drive, all this stuff. It's going to be great for them. Yeah. The layoffs and whatnot. Yeah, you couldn't have imagined that this man would torch his own reputation in this way.
Starting point is 00:06:34 Yeah. Dandruff, however, my real quick aside, my dandruff stock, our cutest biotech? Doing well, man. Love that one. Love that one. Gonna keep buying. I'm looking forward to buying that sucker on the dips. Because as we gave it to our esteemed colleague Jim to heal.
Starting point is 00:06:54 his hand. It worked. Didn't it, Jim? It healed my hand. It healed his hand. We've got Tesla shares down for their ninth consecutive week and it's all pointing to you know, when stocks do this, everybody's scrambling for a narrative, right? And this week, it's this YouTuber Mark Rober. Yeah. And if you haven't been keeping up at home amidst all this was a very, it was a couple of very
Starting point is 00:07:20 funny but also kind of scary moments with Trump. You know, People are talking about Elon crying in the Ovaloffice, and that's what led to Frump on the front lawn with his, basically doing his used car salesman's stick. And you got the famous, everything, wow, everything's computer. Everything's computer. God, it's such a great one. Doing his best to help out his buddy. He's also, you know, he asked, he was asked in an interview, and I think he said that
Starting point is 00:07:54 They're looking into making it illegal. Well, he called the boy... Domestic Terrorism. He called the boycott illegal. Yeah. And he said that they're looking into making any of the vandalism of the cars. Yeah. Labeling it domestic terrorism.
Starting point is 00:08:11 So, but then also you had this YouTuber put out a video yesterday. Everybody's panties in a bunch. Monday. Oh, yeah. Oh, God. It's really entertaining. So let's break it down for you. So the video is called, can you fool a self-driving car?
Starting point is 00:08:26 I'm sure people have heard of this guy, Mark. Yeah. Mark. Who is he? Mark Rober. The big famous, I'm sure you saw that YouTube video where he puts the glitter bomb in the... Oh, yeah. He's the glitter bomb guy.
Starting point is 00:08:39 I love that. But he's also, he's got some bona fides as a, you know, actual science guy. He's a former NASA engineer. Wow. And I think he worked at some tech companies. And now he's a... Oh, great. videos egg drop from space he's a massive he's a massive YouTuber kids love is you know
Starting point is 00:08:57 science science videos yeah can you fool a self-driving car as of now Jesus God it's got 39 million whoa wait it's only got 13.9 million views huh well I guess that's still pretty damn good to me three days that's yeah that's insane damn look at that Ryan Trahan I tried every train in Japan four million views Who's good God. Hey, Ben. 4.7. What?
Starting point is 00:09:24 Okay. So he puts out this video, and it's of a Tesla plowing through a painted Looney Tune-style wily coyote display. He's got two cars stacked up against each other. Sure, sure. I mean. It feels like a weird, I will concede. It does feel like a bit of a weird ad for LIDAR. Sure.
Starting point is 00:09:44 It opens with a weird distraction with this space mountain thing. How about how he sneaks on some LIDAR to map out? Well, yeah, I was going to say it's the big gist of it, though, real fast, backing up. It's this Tesla ultimately plows through this makeshift wall painted like the landscape, ultimately alleging that, you know, Tesla's autopilot can't see it, and all the Tesla permables and the fanboys are tripping over themselves, calling him a liar, calling him a shill for this competitor, which I don't even know if you could call
Starting point is 00:10:21 a competitor but yes it's Tesla's autopilot pitted against this company called Luminar's LIDAR supplied a LIDAR equipped car and yeah it was weird because
Starting point is 00:10:35 I really enjoyed that he showed to showcase what LIDAR does he wore a LIDAR Oh you enjoyed the Space Mountain Yeah I mean I scrubbed through it but I thought it was kind of cool
Starting point is 00:10:49 I did not scrub through it, and I was like, okay, this is, you know, you know what we came here for. It's classic YouTube, here's the catchy title, and then you're like, what the, he's in Disneyland right now? Am I watching the same video or something? I truly was like, I think this is maybe the wrong good. Why are they at Disneyland? I will say, I think it's very impressive. So the way LIDAR works is it bounces a laser off of everything in its environment. and the time it takes the laser to hit the target and go back
Starting point is 00:11:19 gives it the ability to map its environment and Space Mountain the ride at Disneyland is famously dark you cannot you have no idea the layout of it it's just be fair I'm pretty sure you can Google it really well that wouldn't be fun while you do that I will continue explaining so the guy Mark Rober wears one on his chest and it's really fun they analyze the data and they show
Starting point is 00:11:43 and map out what Space Mountain looks like and then they do 3D model. You can just Google Space Mountain Lights on and it. Fucking shit, man. That's, so there were... Well, thank God you're not his partner because he would have been like, okay, thank you for shooting down. I'm sure he knew.
Starting point is 00:11:58 I just... See, I didn't know. It worked on me. Hey, gang, we want to take a quick break to thank a sponsor of the show, which is Factor Meals. I love these little guys. They're tasty.
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Starting point is 00:14:11 And Tesla was going to use LIDAR for its self-driving, but because it's so prohibitively expensive, Elon Musk insisted that they switched to cameras only and said that in time, the data that they're going to collect from doing camera only is going to supersede the abilities of LIDAR. And Mark's video is essentially pitting them against each other, which can do better in like six categories. A common misconception is people thought that the Tesla vehicles had LiDAR on them already. They never did, but there was a period of time when it was not just the cameras, but they had radar on the vehicles. And they knew they needed to... Radar or LiDar? Radar. Radar. Yeah, this is from the Washington Post. Basically, and his engineers begged him not to do this. They were like, it's not
Starting point is 00:15:05 going to work, but he wanted to cut costs. They said, the technology. was expensive, and two years ago, when the supply chain was falling apart, Mutz became determined to bring down the cost. He zeroed in on a target. The car radar sensors, which are designed to detect hazards at long ranges and prevent the vehicles from barreling into other cars in traffic. Seems like a good thing to have on a autonomous vehicle. The sleek bodies of the car are already bristled with eight cameras designed to view the road
Starting point is 00:15:30 and spot hazard in each direction. That, Musk argued, should be enough. That should be... The Tesla engineers were aghast. I'm aghast. They contacted trust or former executives to offer advice to talk to talk Musk out of it, but he couldn't do it. And apparently, they began disabling the radar in 2021. The result, quick uptick in crashes near misses and other embarrassing mistakes by Tesla vehicles suddenly deprived of a critical sensor.
Starting point is 00:16:04 Well, in this Mark Rober video, Luminar, he insists that Luminar did not compensate them. It wasn't a paid promotion, but they did supply the LIDAR equipped car. And Tesla fanboys were so pissed off. They also weirdly promoted it on their website and then took it down. Yes, that is. There's a lot of admittedly sketchy things. But, I mean, I don't care. But so Tesla fan boys were so pissed.
Starting point is 00:16:30 But when you watch the video, he's really not high. Judging, before I watched the video, I was just going off of what these guys were commenting, and they're saying, this is so deceptive. Oh, my God, it's so deceptive. He's not hiding shit. It's just, they are saying it's a conspiracy that it's faked or that the autopilot wasn't on
Starting point is 00:16:50 or that it was disengaged just before. They're also bitching that autopilot is outdated, and this is where there's an important distinction to be made. Autopilot is not the same thing as full self-driving. Autopilot is just a very simple bare bones. Autopilot is the highway system where you can basically turn on cruise control and it will keep you in the lanes and stuff like that. And then full self-drive is the one where you can basically turn it on to take you to a certain location. You can sleep, you can jerk off, have sex.
Starting point is 00:17:16 But I really wouldn't because unless you trust Elon Musk, who has proven not just in this venture, but all kinds of ventures to want to cut corners and cut staff and all this stuff where it's... Isn't that misconception about full self or autopilot? versus full self-drive. Isn't that what got us so many accidents in the first place? Because people had the idea that, oh, autopilot is the fucking check it out, and then they crash.
Starting point is 00:17:40 Yeah, that's, yeah, as you were saying, there are a lot of claims by the Tesla Bulls. One of them is that, like, it's misleading to even call this a, you know, autonomous vehicle or a self-driving car or anything because it is not that. He's using autopilot.
Starting point is 00:17:58 Sure. But at the same time, it's been just as irresponsible for Elon Musk to kind of roll out this thing and I think a lot of people treat it as if it's just a and I mean
Starting point is 00:18:10 just in personal experience I've been in Tesla's with people where I'm like yo turn that shit off I'm not fucking I've seen people who even had like a little almost like beanbag looking thing in the cup holder I was like what the fuck is this
Starting point is 00:18:26 and he was like oh you just because you need your hands on the wheel you can just hang it on the wheel and it like applies the same pressure and I was like dude that is not a good you need your hands on the wheel because it's not fully capable of doing what it needs I'm supposed to pack this bowl though well
Starting point is 00:18:41 yeah I mean there are plenty of instances the guy there was a guy in I believe it was the San Francisco area his his Tesla kept pulling at the same location every day Tesla ended up settling with the family but
Starting point is 00:18:57 oh because it crashed and he died yeah but I think they were able to prove that he was playing video games at the same time, which is, I mean... God, what an embarrassing legacy. This is the thing, you know, that he's promoted this as if it's like a usable... There was another one where I think the guy got in the Tesla to drive home and he was very drunk. Yeah. Because, you know, why not? Just let the car driving home.
Starting point is 00:19:20 Sure. And a lot of people are saying, like, oh, what's... What do I care if it can't distinguish... a fake wall. Like, when is that ever going to happen? And it has happened. Tractor trailers used to, or like 18 wheelers with their, it used to just plow right in. The autopilot has thought that it was the sky. Yeah. And just been like, great. That's just more sky. Full speed ahead. Yeah. So the whole, again, the whole premise of the video is can you fool, fool a self-driving car? So they're intentionally, it's not,
Starting point is 00:20:00 necessarily these tesla fucking fanboys are acting like this is a this is a faulty test it's not even a test man it's a it's a youtube video where it's it's in the name of fun for clicks i never really engaged with the tesla bowl stuff outside of outside of twitter you know kind of just seeing the tweets yeah but uh when you start looking into this there's all kinds of youtube videos just like 20 minute long things of guys breaking down how Mark Rober
Starting point is 00:20:32 fucked this experiment up and then you go to their channels and they just videos upon videos about how the gigatruck is coming and it's gonna and I was
Starting point is 00:20:46 I'm so glad I'm not alone in this because I mean it used to be none of my friends nobody knew about this except for me and all the traitor nerds that I know online and they have names like the
Starting point is 00:20:56 The Tesla Lord. Oh, yeah. Just like. So for those who don't know, there's this whole, I don't even know what you would call it. Community. Community, thank you. Of people out there who, and I understand, who have probably made millions and millions and millions of dollars by investing in Tesla early. And with that, naturally, I would assume comes in just an undying, unshying, unshaping.
Starting point is 00:21:26 fashable faith in Elon Musk and in the company. Damn the haters. Damn the short sellers. You know, everything that Elon Musk does and says is gospel to these people. And many of them have become so obsessed that they, yeah, they have social media channels where all they talk about is there, because it's become their life. I mean, I was live. There will be, they're, um, I was live checking some of the claims the guy was making like about how. basically no one's the fact that they're even talking about
Starting point is 00:22:01 that Mark Rober's even talking about LIDAR is ridiculous because it's not even no one's yeah no one's using it even the Chinese companies and I was like is that Waymo uses it do a quick that's what those things are spinning up Google BID LiD LiD LiD
Starting point is 00:22:16 LiD they're using it also it's not just LIDAR to be you know Waymo is also using cameras other sensors the whole fucking thing is full of sensors because they want to be able to map what's around it and not smash into a toddler like the video shows. Well, you don't want to smash into a toddler, but some people might. Some people might be
Starting point is 00:22:35 into that. But so the first half, yeah, the video is all about as all about LiDR and he maps Space Mountain. And they're there, I just love that they're all like, oh, he should be sued. Tesla should absolutely sue him. This is, this is false information. this is misleading the public. This is defamation. This is all sorts of... I do agree in the sense that it's not the most rigorous
Starting point is 00:23:04 scientific experiment. Of course not. It's an entertainment YouTube video. But it doesn't present itself. No, no. I know. And they're such clowns. It's really funny.
Starting point is 00:23:11 They're calling him and Marquez Brownlee and some other guy. I can't remember calling them like virtue signaling clowns because of course, once you stop believing the Musk hype, you are now, you're shunned. You are excommunicado.
Starting point is 00:23:25 He's basically doing myth busters. It's like pop science. It's a really good way of putting it. It's pop science entertainment. Yeah. There is, like you said, there's something sketchy about the fact that Luminar is a publicly traded company. Not only that. Their earnings are coming up. He drives his own Tesla in the experiment that, in the tests run with the Tesla. He does not drive the LiDAR vehicle, the Luminar vehicle. A Luminar employee does. There's a Lumar rep or employer or whatever in the driver's seat. It's a little odd, but I don't think it detract.
Starting point is 00:24:04 I don't think it takes away from the fact that it was able to detect the things. Some people are, yeah, they're taking it so seriously. They're like, because when he finally plows through this foam wall, it's already got a scored, pre-scored, like, outline that looks loony tunes and people are like, look at that. Why would you do that? if you weren't expecting to break through the wall. It's like because he probably knew. And clearly he did multiple takes.
Starting point is 00:24:33 That indicates to me that he's lying and he's making it up. Yeah, no, fucking God. These, yeah, these people are. I mean, to be clear, the reason to do that is because it's an entertainment YouTube show. Yes. And if it does, in fact, go through the wall, he wants a big shiny thumbnail with a loony iTunes looking thing. Hey folks, we want to take another quick break to talk to you about saving money on your
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Starting point is 00:27:32 a lot of the tests the the thing passes it recognized a child standing in the middle of the road it then recognized a child lunging out in the middle of the road unexpectedly i think the lumenar one No, it almost failed. The one where they used rain. No, no, the Luminar passed all of them. Past all of them. It was six to three. Wow.
Starting point is 00:27:55 The Tesla one failed three of them. Yeah, I don't know. I don't necessarily, I'm not going to sit here and be like LIDAR is the way. I don't necessarily feel strongly about heading in the direction of full self-drive. I make none of these decisions. It seems like these companies are doing that regardless of what I think. I think if they are going to plow ahead, yeah, put some more damn sensors on the thing
Starting point is 00:28:21 so it can actually tell what's in front of it. Lidar, more like these people are liars. Nice. Because that was disingenuous. I had a dream last night. I just remembered that I had to give Donald Trump a ride to the White House in a cyber truck. There was nobody else available to pick him up.
Starting point is 00:28:42 And they called me and they were like, get get him and I picked him up and there was a lot of scary traffic that I had to like navigate around in the cyber truck and I remember just sit next to him thinking I could choke him I could just do it I could just choke him but we were having fun in the car he's probably a fun guy he was like boy this is really you know this is really fast and I was like yeah watch this and I fucking had to zoom around a bunch of traffic and he was he was like whoa and I I remember he grabbed the arm thing and to hold on and I remember being
Starting point is 00:29:18 embarrassed like oh damn he thinks I'm a shitty driver but then I was like what do you fucking care what this guy thinks kill him and he kept making jokes and it kept making me laugh and then you put your seatbelt on ejected his seatbelt and sped up that's what I when I woke up
Starting point is 00:29:33 this morning I was like why didn't I do that in my dream because you're a coward why didn't I fucking I delivered him to the White House safely and wow even even his dreams. But then I went to sneak around. I was like, okay, I dropped him off. Now I'm just
Starting point is 00:29:48 going to sneak around the White House and then see what's out there. See what's in here. And it was a bunch of weirdos there. And anyway, it wasn't real, but. It wasn't real. Any hoomst. So the other thing that these people pointed out, though, is that the autopilot disengages right before the crash, which is a
Starting point is 00:30:05 because what they were trying to point out is that he's not even using it at the time of, at the time of it making this mistake. Which is asinine. Well, if anything, it points out a larger issue, which is that there is evidence of Tesla's disengaging autopilot before impact. Yeah. Because it's going, I don't want to watch. I don't want to do this.
Starting point is 00:30:28 Not my fault. Well, some people are under the impression that that may be them trying to... That's been debunked. I saw that. It now records, even if it's been deactivated five seconds before an impact. It still counts it as a fault. But if that's Tesla policy, that doesn't mean I necessarily believe it, right? You can go on Tesla's website and they have all kinds of claims.
Starting point is 00:30:52 You know, they've gotten sued for lying about range. They've gotten in trouble for falsifying sales in Canada to try to take advantage of tax credits and all this kind of stuff. I mean, they touted the whole semi-truck that, I, God, I remember the takedown of the semi-truck that this actual truck driver wrote and it's just from the ground up doomed it's such a shitty design from the from just just the seat just the pilot seat being in the middle is so impractical on so many levels really really funny stuff and yeah but what they don't realize is that you're not even going to have to do anything so being in the middle is fine you're not going to have to operate anything that's true because it's just going to pilot itself you're also speaking of pilot itself
Starting point is 00:31:40 If you're like, why should I care about this? Elon, they're trying to roll out their Robotaxi initiative. I don't think it's going to happen. Extreme. I mean, do you know when they're saying it's going to happen in Austin? Yeah, in a couple months, right? June, yeah.
Starting point is 00:31:57 In three months. It's going to be more vaporware. I guarantee it. Oh, yeah. At best, they'll have maybe remote-controlled cars or something like that. Even the Waymo guy was, I mean, I'm sure he's not the biggest fan of you.
Starting point is 00:32:10 Elon, but he was saying, he was saying, like, there's ways they can fake a robo taxi, but these are just, there's no way they're going to build a safe, a safe, autonomous vehicle. And it's not even going to be
Starting point is 00:32:24 the, what did the, it's not the cyber robot taxi, I guess. Yeah, it's its own, it's its own model. Yeah, but they're not even going to use that one. They don't even start production until 2026. They're going to be using Model 3 and model wise. That they're stupid. I mean,
Starting point is 00:32:40 God damn. Yeah, there's, there's, so much is wrong at the house of Tesla. Yeah. They plan to debut a fully autonomous ride hailing service for the public in Austin by the middle of this year. So does that mean just in Austin? It's only going to be in Austin? Yeah, this is, this is Elon Musk. We're going to be launching unsupervised, full self-driving as a paid service in Austin in June. Yeah, I guarantee that there's going to be. No specific details about pricing. Tesla will use its internal fleet, the Model 3 and Model Y,
Starting point is 00:33:13 for the initial robotaxies instead of the... Oh, Cybercab, which was revealed last October. Stupid. It's not going to go into production until at least 2026. I'd be surprised if they ever build that fucking thing. Yeah. Well, so JP Morgan, you guys might know that. It's the bank, you know,
Starting point is 00:33:31 the one you got your Chase Sapphire with. Well, they do a lot more than credit cards. They do stock analysis. and they just put out a note on Tesla. And they said that they're... So how these auto manufacturers work is a couple days after every quarter, they put out their delivery numbers. And that's not the same as their quarterly reports.
Starting point is 00:33:53 It's just their delivery numbers. And Tesla is expected to report their first quarter delivery numbers in early April. And J.P. Morgan, in their note, they trimmed their estimates to 355,000 deliveries. from 444,4,000 deliveries well below the consensus. So, you know, when these analysts at the various banks and institutions, they put out their estimates, there's obviously a low and a high range. And the lowest range that consensus is is 430,000 deliveries.
Starting point is 00:34:29 J.P. Morgan dropped theirs to 355. That is substantial. The reason for that, they cite sales being down 44. percent in Norway and January and February and down 70% in Germany with similar numbers in Australia and China. And just as a reminder, 70% in Germany. Germany is the largest economy in Europe and also the biggest. Yeah. And it's not just Germany in Europe. It's, you know, France, all these countries are, he's Denmark. He's got a like huge reputation problem. Always got a big old problem. They put out a price target of $120 per share, which is down 50. That's, that would
Starting point is 00:35:07 be a 50% drop from current levels after already dropping 49% from December's highs. It's really fun. They still got a ways to go, man. They're still valued it like 10 times the next biggest auto manufacturer, just because they're computer. That's it. They're valued as computer. I mean, that's what everyone has been saying right now was the like, you know, why was this company ever valued higher than the next? however many automakers... Because every time he gets up there, he talks about full self-drive
Starting point is 00:35:41 and robots and shit. Right. And so that's... So that's what they're valuing it based on. This whole thing, the whole time he's been saying, I can... The value of Tesla will depend on full self-drive.
Starting point is 00:35:53 Meanwhile, he's been, you know, trying to do cost-cutting measures around even that program. Yeah. I like what they said in the note. J.P. Morgan said, quote,
Starting point is 00:36:06 We struggle to think of anything analogous in the history of the automotive industry in which a brand has lost so much value so quickly. They went on to say, Elon's work with Do's has proven controversial domestically. No shit. And while many on the right may be pleased as those on the left are displeased, the effect on Tesla sales seems nevertheless negative. Hey, everybody. We want to take another quick. break to thank our oldest running, longest running sponsor. It's Moomoo, baby. Huge shout out to Glenn at Moomoo. Everybody at Moomoo. We love Moomu. I know what I love it. I've been
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Starting point is 00:39:15 And while many on the right may be as pleased as those on the left are displeased. Everybody on the right is just equally pleased as those on the left are displeased. But that doesn't equal like, I'm going to go out and buy an expensive-ass car. Yeah, because they don't have the same amount of money as, you know. that's just insane I mean the way he look people always call me a hater and I am
Starting point is 00:39:39 and I've been hating this guy for so long I mean I remember I've been hating him since fucking 2014 man I yeah I remember like having specific conversations with friends like in 2018 being like dude he's the fucking worst and you just
Starting point is 00:39:54 you couldn't you couldn't convince people they're like he's gonna still can't convince people uh what These days, there's still people who cannot be convinced. Yes, but that is a much different thing. Sure.
Starting point is 00:40:06 That is a partisan and, like, indoctrination thing. Yeah. And that is not going to change. Those same people are like, fuck this guy. The people I'm talking about who I was, you know, trying to convince in 2018. Right. I've done a complete 180 on the guy. There's just no way around it.
Starting point is 00:40:27 I mean, there's also, there's also stats to back it up where there's, there's polling now where it's like he's got 53% of Americans hold an unfavorable opinion of Elon Musk right now. That's according to a CNN slash SSRS poll of 1,200 adults also found that a majority of Americans are skeptical of Musk's ability to influence government policy about 62% believe he lacks the right experience to make meaningful changes and while 61% feel he does not have the right judgment to do so. That's a very different picture of who he was.
Starting point is 00:41:04 I mean, leading up to, even just like... Leading up to COVID. Yes, leading up to COVID, he was this kind of like trusted guy. He knows what he's doing. He cares about us. He cares about the environment. He's just a... Maybe he's a little bit weird, but you can't deny this man just cares about humanity and wants to save it.
Starting point is 00:41:26 He's like Iron Man. He's like real life Iron Man. I think that even at the time, I was like, This guy's full of shit. I mean, because I was seeing him bitching about shortsellers. And when short sellers are the reason that Tesla is as high as it is. Without short sellers to manipulate and squeeze, which is exactly what he would do, you know, the right-timed releases at specific intervals. And, I mean, man, it was just a masterful, it was a masterful gambit, sir, to Elon Musk.
Starting point is 00:42:00 I mean, truly, it would be the way that they would fuck with their numbers and the way that, God, I can't even, their accounting practices are so questionable on so many different levels that goes beyond my understanding and my comprehension. These were ways that they would always, they would always beat the market's expectations. And when there were so many short sellers in the stock expecting it to go down and when it didn't, that just is further fuel to the upside and it just kept on fucking happening at all these crucial inflection points both fundamentally for the company and technically based on the chart and yeah it was obvious that he had such a personal vendetta against short sellers that he would do
Starting point is 00:42:48 anything anything that he needed to do vaporware lying misleading the public uh cryptic fucking tweets funding secured all that bullshit I've been seeing the guy manipulate the market for a decade and I'm not at all the only one like there's people out there just as much as there are Elon fanboys
Starting point is 00:43:11 Tesla Q movement yeah who have been calling this for so long Jim Chanos is the big one he was the he was one of the first to he was the big Enron short seller he has been sounding the alarm on Tesla for a long time and has had his ad
Starting point is 00:43:27 handed to him, presumably, because it just keeps going up. Yeah. And I try to not get excited about things because nothing good ever happens, but this does feel like there's a real... This feels very different. You know, I also don't want to discount the fact that I think, like, even just the culture inside Tesla is going to change. I think before he actually was...
Starting point is 00:43:46 He was good at attracting high-quality talent and people wanted to work under him. I think it's going to be harder to do that. I have a friend who works at SpaceX and is like... I was just talking to him, and he was like, yeah, I don't know. It's been pretty weird knowing that I just worked for an out-and-out Nazi trying to navigate that, I think. What's this person's job at SpaceX? He's a rocket scientist. Cool.
Starting point is 00:44:13 But I think his firms are going to start filling up more and more, less with innovative people and more with yes men, like people who are just down to go along with Elon's. vision. Yeah. And I think he's going to have a harder time delivering on these lofty goals that were already out of reach. And then when you just, I mean, I think America is his only real viable market at this time. The China thing is, you know, even the New York Times had a big thing about the Chinese market
Starting point is 00:44:55 kind of collapsing around him. Not only are people less interested in Tesla, but the competition from Chinese EVs is just... They just revealed, folks, it's getting gnarly. A battery system that charges EVs in five minutes. Yeah. This stuff is so funny because it's gone from, you know, the narrative around Chinese tech has gone from synophobic headlines of like... But you can't trust them to now just like... fuck look what they got over there
Starting point is 00:45:29 you don't get that also you don't get that scroll down just a just a bit right there the jengju factory will be bigger than san francisco it is 10 times larger than the Tesla gigafactory in Nevada Nevada Nevada Nevada that's right
Starting point is 00:45:48 my god man I mean these Chinese people these you know let me say something about Chinese Boy, those people are innovative. You know, they really can't build a battery. Just to highlight the BYD thing, Tesla's biggest rival, the electric car giant BYD sold 481,318 cars
Starting point is 00:46:09 in the first two months of this year. Over three quarters more than it did over the same period last year. Tesla sold 60,480 vehicles in the first two months of this year. A drop of 14% from last year. And you know, it's because at first, if you were a Chinese guy or guy, And you got access to a Tesla? Hey, that's cool, man. That's what they got over in America.
Starting point is 00:46:31 But now it ain't got that cool factor no-mo. They haven't had a new model in like fucking 10 years. Yeah. They ain't had a new. They're still, to use the model analogy, they're still rocking with, who's that black lady with the big forehead, who's on runway model, model.
Starting point is 00:46:51 What's that? Come on. There's a funny, there's a lot of funny. there's a lot of funny quotes in this New York Times article, but the best one is from this woman who works at some Chinese EV company, Ms. Gia, she said, our car looks better than Tesla, and you could buy two of our cars for the price of one Tesla. Wow. See, now that's substantial. I mean, they can't even compete. I don't know what they're competing on. The tech is worse. It's more expensive. The build quality is dog shit? Yeah. You know what I'm pissed about? Jiao-me? I bought some.
Starting point is 00:47:24 some shares of that in my IRA, no less, my tax-free Roth IRA at like $1.75, and then I sold it at like three motherfuckers up to $7.50. And I bought a bunch of it, too. Ticker symbol, X-I-A-C-F. If anybody wants to follow along. I believe they're now valued at $170 billion. Oh, boy. What was her name, though? That's a fun little
Starting point is 00:47:48 Tyra Banks. Tiber Banks, thank you. That's a fun little trick that the IRA thing a lot of people do with like Peter Teal's like IPO shit and just like it's so fucked out that's a story for another time Hey everybody we want to take one last
Starting point is 00:48:11 quick break to talk a little bit about starting your own business and what you're doing to make it the best it possibly can be and what you need to be doing of course that I'm getting at is Shopify. Take it right from the horse's mouth. We're a couple of guys who started their business
Starting point is 00:48:26 and we're a couple of Shopify users. We were lost lost swimming out to sea. We didn't know what to do. The sun was beating down as we were all red face. We needed water. And then luckily we heard the ka-ching, ka-ching of Spotify. The siren song. They've made it
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Starting point is 00:48:57 I mean, you don't have to, you barely have to lift a dang finger. I knew how to do none of this stuff, but now all of a sudden I know how to design a product, you know, create a product and push it out into our digital store and offer it out to people. They, you know, Shopify really makes it simple
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Starting point is 00:49:36 What do you got to lose? It's a dollar a month trial period. Shopify.com slash bays. So let's see what the people on Twitter are how they're coping. So this gentleman, these are what's really fun about these Tesla bulls. They are just borderline delusional. This guy, Jeremy Judkins, says, he posted a photo. Every time I get in the Tesla cyber truck, I can't help myself.
Starting point is 00:50:07 I buy a few shares of Tesla simply because the truck itself reminds me how Tesla does it better than anyone else. If you don't own one, you will never understand. You know, you're right, Jeremy. I don't think I'll ever understand. And I pray to God, I don't have to. I really do want to understand, though, like, what happened to this guy's? He's just so invested in Tesla that he needs, yeah.
Starting point is 00:50:28 He's also got fucking bare feet. That's fine by me. I don't care about that. What are you doing? I really don't care about that. Mine is on weekly auto buy. Set it and forget it. Yeah.
Starting point is 00:50:37 That's the same reason for me. Cybe Plus FSD is like a hidden treasure. And you know, how do you become such a fucking loser? We need to study this man's mind. I will say this. when Tesla, because now expectations for their delivery numbers are in the shitter, like they're so in the shitter that they left stains on the ceramic in the toilet. You know what I'm saying?
Starting point is 00:51:00 You got to pee that stuff off. If the numbers are not as bad as expected, do not be surprised to Tesla bounce 10 to 20%. Back up to 270, I think. Something like that. That's my guest. Which we really don't want to happen. And then my conspiracy brain, click CyberCab testing. It's been fun to watch along with everyone else this thing crashed.
Starting point is 00:51:25 Yeah. So this is from Herbert Ong in his Twitter bio says daily interviews with Tesla experts. Daily interviews. Follow me for Tesla milestones and humanoid bots. Get $1,000 off. This guy's got a huge following. Anyway. How many people?
Starting point is 00:51:41 Can you just hover over him? How many? 76,000 followers. I believe that other guy just before has like over 100. And his entire livelihood is probably wrapped up in Tesla. Oh, yeah. So he's got this post. So you know he's a good source. Cybercab testing at Gigga,
Starting point is 00:51:54 Texas is speeding up. About six are driving around on different routes, learning, and improving. And he's got photos, aerial photos and video of the Tesla CyberCab doing like testing. And of course, everybody's just cream in their shorts about this. Wow, look at it.
Starting point is 00:52:13 And for the audio listener, You're not missing much because you're not seeing shit. It's just, I mean, it's just, ooh, there's a cyber cab. Nothing's happening. Also, outside of full self-drive and all this shit, just a ridiculous design for a cab. Yeah, I don't, well, because it's, wouldn't it be cool to live in a sci-fi future? But you cannot fit more than two people. Yeah.
Starting point is 00:52:35 You can't, what if I want to do a little shopping? I say, I'm going to order my cyber cab and then I'm going to load up the, you can't put anything in it. Yeah. Why would they not all just be living? little robo vans. It looks like there was a ride at Disneyland called Autopia. Yes, they do look like. They look like dumb little Autopia cars. Also, I think that this is intentional and I think that this was kind of given to this guy to post as a means to counteract the fud, as they call it, the fear, uncertainty, and doubt. I mean, it's down another 5% just
Starting point is 00:53:10 today. Yeah. So this tweet comes from Dr. Tesla. who was at his whole Tesla show. I mean, it's just a nobody guy, but still, I really liked his take, which is Mark lied about Tesla technology and showed a little boy getting destroyed. Evil has a name, and it is Mark Rober. If you haven't watched the video, he's talking about it, it's a dummy.
Starting point is 00:53:32 Yeah, it's a fucking dummy. It's like a styrofoam dummy. And then the original guy who tweeted about all this, Phil Truby said, yeah, the mannequin after the barrier was pure horror porn. The only point was to elicit a negative emotional response. I thought he was joking. I thought... No, these guys are fucking... They're so
Starting point is 00:53:50 unintentionally funny. They're such fragile babies. Pure horror porn. Yeah. Wow. That's... It reminds me that... I watched a styrofoam child to get obliterated. Oh, terrible. I don't think I'm gonna sleep today. It reminds me Elon's tweet a few years ago where he said, I tried to play a grand theft auto six or five, but because there was violence against police, I couldn't do it. Shut the fuck. You know, it would really freak these guys out, the horror porn. You know, any image of one of the Teslas slamming into a truck because the autopilot failed?
Starting point is 00:54:22 Well, no. Remember that that guy that you mentioned who killed himself in San Francisco, they were tweeting out messages of support of he died for the cause. He died because now nobody else is ever going to die on that same stretch of road thanks to him. He's a pioneer. He's a death pioneer. There is a horrifying... He's a Tesla not. The Washington Post put out a thing called the final 11 seconds of a fatal Tesla autopilot crash. This is not the San Francisco one.
Starting point is 00:54:54 This is the one that hit a truck. And they recreated it and it is kind of horrifying. It's just... And it's weird to see because any driver would have been able to break in time. And it's just... And it stops right at the moment of collision. Just horrifying. Aye, aye. Well, folks, also, last thing, just to underscore overpromising and way, way under-delivering, Marquez Brownlee's tweet from 2017 made its way to my timeline. This is the Roadster 2 that I completely forgot was promised as a new model. Because one thing that I tend to forget is that they've really only got the Model S, the Model 3, X, Y, and the truck. Five. They haven't had a new model other than the truck.
Starting point is 00:55:42 in like a decade and the truck is a complete disaster oh it's a joke not only is it a joke like they haven't sold enough they had i think they had either a million or two million um signups like this basically the reservations and they converted like nothing yeah well so uh the roadster two was touted as doing zero to six this is from marquez brownlee's tweet roadster two zero to 60 in 1.9 seconds. 0 to 100 4.2 seconds. 250 mile an hour
Starting point is 00:56:12 total speed 620 mile range zero regrets. This was his reservation circa. He paid $50,000 for it, I think. $50,000. And you get nothing.
Starting point is 00:56:26 Marquez Brownlee, nothing. You stole fizzy lifting drinks. Good day, sir. I mean, this is a perfect example of what I was talking about, though. Around this time, everyone was just like he's fucking
Starting point is 00:56:37 Iron Man. He's going to give us all this tech. This is going to be awesome. The first one in line for a Tesla Road store. And you know what that was at the time? That was counted as precious, precious, very much needed revenue to keep beating quarter after quarter that then helped sustain and fuel Tesla stock's growth ever higher.
Starting point is 00:56:59 Thus, further squeezing short sellers. Just the cycle continued. And it was a thing to marvel at. It was something to That was back when Kathy Wood was going, this is going to be a $2 trillion company because of fucking the robots and the autopilot or full self-driving. That's a terrible, Kathy Wood.
Starting point is 00:57:18 She deserves better. She's a woman of God. But he could not be further from this guy and people have really woken up to it. I mean... Yes. I mean, he's one of them. Everything outside of this...
Starting point is 00:57:30 Everything outside of Tesla, too. I mean, boring company. Have they ever done anything? They put out that sick, sweet flamethrower. Neurlink, I mean, they killed some apes, sure. I don't know how much that counts as progress for getting... Oh, that wheelchair-bound guy can look at porn. That's true.
Starting point is 00:57:47 If we get more people watching porn, then fine. We'll count that as a win, Elon. His hyperloop... I'm like hyper-poop because that thing stinks. That's... I'm sure the... I feel like the Austin rollout will end up looking something akin to... what the final product of the hyperloop
Starting point is 00:58:09 Wouldn't it be fun if he just went out there and had one of his crying fits his rumored crying fits? He just knows that it's all about to collapse and he just goes out there and goes Well I think there's a much The momo taxi is here guys
Starting point is 00:58:22 I think there's a much funnier scenario What where he gets in and it hits a wall? We're all rooting for it Yeah yeah And I just want to say Elon if you're watching Get in Do it.
Starting point is 00:58:33 Get in bitch I think And don't wear see seat belts. Libs wear seatbelt. I think the walls are closing in on you, Elon, and go out. Do it. And don't put your kid in the car with you because that would just be... That would be a bummer. That would be a bummer. Anyway, there was also the final thing that I'll say. There was a poll done, but there's this German publication called T Online. Oh, yeah. This is another perfect example. Not sure what the T stands for. But this one, this one is a little less reliable.
Starting point is 00:59:06 There was a poll of 100,000 readers from T Online showing that 94% of these 100,000 people pulled wouldn't buy a Tesla. And by the time that came out, the poll was still up. And it got, it's funny because a bunch of Tesla bowls are like, this was manipulated because then they themselves manipulated it. They circulated it amongst their crowd. And now it's showing. Yeah.
Starting point is 00:59:33 So that one might be a little misleading. But there are some real world examples. It was... 70% down in Germany. It was another... I don't think it was in the New York Times, but I'll have to find it, but it was a... They have real examples of...
Starting point is 00:59:46 I think it was a Swiss guy who basically, for his company, buys Tesla's every year. I buy Tesla every year. And he was set to order 15 new vehicles. I was set to order 15. And now he's canceling his order. And even at the...
Starting point is 01:00:03 It's going to cost him more money. It's going to cost me more money, canceling the 15 Teslas. I don't care. I don't want to be... I don't care. I don't want to be associated with this company. Famously, I'm Swiss. I'm neutral, and I don't want to be involved with this man.
Starting point is 01:00:16 So I'm probably going to get the Balbo. Probably going to get a ball ball ball or something like that. There is a real social pressure here where... I mean, there was a very funny kind of viral post on maybe R-slash Tesla of a guy. And again, it could be fake. I hope it's real of a guy being like I don't know what to do
Starting point is 01:00:39 I've already had two I've already had two passerby's see hail me in my Tesla and now my wife won't get in the car oh
Starting point is 01:00:49 yeah and there are there feel bad for people there's that sure any I mean there there are a ton of people who for financial reasons cannot just
Starting point is 01:01:00 get rid of their car in a hurry and get a new car but hey slap one of those stickers on it that say I hate that piece of shit I didn't know he was a Nazi even though the signs were there
Starting point is 01:01:15 some fucking guy put a sticker on his car that said I still like Elon I think he's epic no there's no way yeah yeah and he that's even if that's you're asking for trouble he's not going to suck you off he's not going to give you a million dollars
Starting point is 01:01:31 like what are you fucking things going to happen they're doing their part Jesus Christ But yeah now they I It's not cool anymore at all I think that yeah I think that delivery numbers Delivery numbers are probably
Starting point is 01:01:44 gonna fucking crater I think that if their delivery numbers Are not as bad as reported Like I said I think the stock will bounce But I think that that's an opportunity To get fucking short Because the company still valued At $700 billion dollars man
Starting point is 01:01:56 It's ridiculous Even for computer Have you seen everything's computer? Everything is computer. Jesus. Yeah, I wish I'd choked out Trump in my dream. I'm trying. I can't remember.
Starting point is 01:02:10 I'm blanking on that. There's that, there's that company that's leading the charge on the Tesla boycotts and stuff like that. But I'm blank. No, no, no, no. I'm sorry, not company, organization. It's like, it's like something ridiculous.
Starting point is 01:02:23 Like turn off Tesla or, oh, yeah, yeah. They're planning all those Tesla boycotts. Well, why don't we? And then you know the French are going crazy. That one guy, like, burned down all the charging. Oh, yeah, I saw that. I saw that. I saw that.
Starting point is 01:02:38 I like that. That's some civil disobedience. Leave it to the French. Yeah, you know what? That is vandalism. But I don't care. I truly don't care. Soon enough, it won't just be vandalism.
Starting point is 01:02:47 It'll be terrorism. That'll be domestic terrorism. Yeah. All right. And so if you don't want to get locked up and sent to Gitmo, you better leave those goddamn cars alone. Yeah. Well, so folks, let's pivot into the rest of the episode with some other good news.
Starting point is 01:03:03 shall we? Inflation is down. Just a way back. Just a way bet. Came out. Volatility is down. In fact, Morgan Stanley thinks that we've got a bit of a tradable low here on the S&P 500. The level 5500 should provide support for a tradable rally, Morgan Stanley says.
Starting point is 01:03:21 Just going off of that, we are now in our fifth red week on the S&P. Should it close red on the week? And I'm not sure where it's going. Yeah, U.S. indices reached a level of oversold territory not seen since 2022. Additionally, Morgan Stanley noted a significant easing and sentiment and positioning gauges with an expected improvement in seasonal trends towards the latter half of March. The firm also said that recent weakness in the U.S. dollar could provide a boost to earnings revisions. Dollar. While a decline in interest rates may benefit economic surprise indices.
Starting point is 01:04:00 Michael J. Wilson said, We stand by our call from last week that $5,500 should provide support for a tradable rally led by cyclicals, lower quality, and expensive growth stocks that have been hit the hardest, where the short base is the greatest. However, the strategist's caution that policy uncertainty has escalated, posing persistent growth risks in the coming months, which is true. We still have no idea what's going to happen because those tariffs are meant to take effect on April 2nd. If they have to remember this birthday. If they actually will. Yeah. And this is fun if you're not a fan of artificial and intelligence.
Starting point is 01:04:42 Adobe, the makers of Photoshop and all that shit, they were down 11% last week. We mentioned this on the Weekend Rip Stock Twits, which is our Friday show. And they said Adobe's, sorry, excuse me, Adobe's A.O. book of business while growing currently represents a low single digit percentage of total revenue. So I'm guessing that means like three to four percent, raising concerns about its long-term materiality. So if you're worried about AI or you're skeptical. Now, talk me about how you came to that number of three to four.
Starting point is 01:05:16 Because a low single digit. No, I know. Yeah. Okay. It's just funny to read a low single digit percentage and then be like, that could be three or four. Yeah. Oh, you don't say it could it be two or one?
Starting point is 01:05:29 No. I would say one to five, one to five, one to five percent. And then some other good news out there, folks. This was originally meant to be a good news week. And then we just saw Elon getting his dick stuck in the door. Yeah. God, that would be so. Oh, no, my penis is stuck in the door.
Starting point is 01:05:52 So. which some people are saying is a very sophisticated prosthetic Yeah, what's the story there His dick fell off at some point And he had to get dick surgery To put his dick back together? Yeah
Starting point is 01:06:07 All the king's horses and all the king's men Could not put Elon's penis back together again Yeah Well anyway, there's this company called Loyal And they just got preliminary FDA efficacy acceptance for, it's basically a pill or treatment or something. I like that woman's last name. Celine, hello.
Starting point is 01:06:29 Yeah, she's cute. Is that her with her big dog? Look that dog's face. Oh my God. Audio listener. I wish you could see it. It's just a pretty woman with her dog. That dog is 37 years old.
Starting point is 01:06:41 They said, we are pursuing FDA approval for use in dogs 10 years and older and weighing at least 14 pounds. Metabolic health declines with age. even in generally healthy dogs. And this has been linked with the worsened quality of life and higher disease burden over time. And their treatment, L-O-Y-O-2, they usually have these weird nicknames or like official names before they have a branded name,
Starting point is 01:07:05 aims to extend healthy lifespan by mitigating age-associated metabolic dysfunction and related diseases. I gotta say, it begs the question. Is this where we should be putting our research? Yeah, man. Yeah, absolutely. You know who's happy about this?
Starting point is 01:07:20 That fucking Brian Johnson freak. He can live forever with his dog. I keep trying to get him on the show. I respond to his shit and I DM him and I'm, yeah. I told you. I already got an in. Oh, yeah. We've talked about that.
Starting point is 01:07:30 Work on it, dude. Get him in here. I want him to blast me and call me a... Like, have sex with you? Uh, no. Someone's going to make a super cut of all the times Ben's like, I want that guy to fuck me. And then you're like,
Starting point is 01:07:44 what fuck? Yeah. Or you're like just fully, fully offering some CEO, like, I'll fucking suck you dude I'll fucking suck off anybody who can bully cure damage If I lose this bet I'll suck you off
Starting point is 01:07:56 If you win Nothing You're totally missing The Steve Wozniak thing Yeah but that one was so recent Steve everyone Okay so then they're also making progress On pancreatic cancer
Starting point is 01:08:12 With super, super early detection detection stuff That's good That's good And then, you know those little things? Tardigrades? Brother, I'm full of Tardigrades. No, not the phone booth thing from Doctor Who. What is that called?
Starting point is 01:08:27 The phone booth thing. I've never seen Doctor Who. Fuck. It's got a name. But Tardagrads... You did that to yourself. You didn't have to get hung up on that. There's those little microscopic looking bare things.
Starting point is 01:08:40 But anyway, apparently they're like super resistant to radiation. Yeah, that's why I've made my whole body out of them. That's not true. Don't lie. Don't lie on the show. Sorry. Anyway. Well, they should make them meet the microplastics that are in my penis.
Starting point is 01:08:55 The Michael plastics? Yeah. The Michael plastics? We should get tested. Let's do that. Been an meal on microplastics. Get our penises tested. How do they test for microplastics?
Starting point is 01:09:06 I don't know. But they never, every time there's a new headline, they're like, turns out everyone's balls and testicles are full of microplastics. Good. And what about the rest of my body? Good. What if I want it that way? We all know that Michael plastics don't biodegrades. Doesn't that mean that I'm going to live longer?
Starting point is 01:09:23 Stupid bitch. You petty bitch? Turns out your genitals are mostly microplastics at this point. Yeah. Well... Good luck procreating. They done got influenced by these tardigrades and we're like, yo, when people get radiation therapy, it breaks down their DNA and makes them real sick and can cause problems.
Starting point is 01:09:42 So they're leaning on a little bit of these tardigrades. and implementing things to make a treatment. Yeah, radio protection of healthy tissue via nanoparticle delivered. MRNA encoding for a damage suppressor protein found in tardigrades. Sorry, this was just so boring to read the headline. I fell asleep mid-mid-read. So you took something you wanted to talk about
Starting point is 01:10:09 and then faked. No, it was just such a long... It was literally a headline. They got these poor mice. Scroll down, scroll down. You didn't make it through a head. Look at this. In mice with orthotopic oral cancer, messenger-based radio protection of normal tissue preserved the efficacy of radiation therapy.
Starting point is 01:10:27 These poor mice, they're giving them, yeah, let's see, RNA encoding the damage suppressor protein into buckle and rectal tissues. So that's the only del side. It sounds like they got to pull it up your butt. Or got to pull it a little rectal tissue. Or in your bucle fat, which if you got it removed in 2023, sorry. That's really fucked up and funny. Like, hey, we got this treatment, but it can only go in your cheeks or your asshole. You should have said in your cheeks or your cheeks.
Starting point is 01:10:55 Yeah, that would have been funnier. Fuck. Fuck. Look at this ad on the right there. No, I won't. I won't. I won't look at it. Look at it.
Starting point is 01:11:03 No, read it. J.E.O.L's new liquid nitrogen cooled NMR probe. Does it go of your butt? I don't know. Look at that thing. And it's called the Marvel. What is this shit? I love when you've got ads for random.
Starting point is 01:11:17 shit. Well, I'm sure because it was... Dude, look how great the super cool Marvel does compared to the Royal Probe. Release of high sensitivity, cool probe, Super Cool Marvel? Scroll down, dude. Wow, this press release.
Starting point is 01:11:32 Super cool Marvel is the fourth generation. It's the fourth generation of the super cool probe series. It suppresses thermal noise, dude, and enables highly sensitive NMR measurements by cooling the RF coil and free amplifier. Even though we're on the page, can't figure out what it is. They don't know what it does.
Starting point is 01:11:49 They close the comment. There's no comments. Comments are closed at this time. Yeah, because we're getting weird about the super cool probe. It can measure low noise and high sensitivity. It's a multi-nuclear probe capable of measuring not only common nuclei such as one age and 13C. There's one guy in the audience screaming. Well, dude, it also measures nuclei such as 19F and 31P.
Starting point is 01:12:13 It's highly effective in measuring samples that decompose or change quickly, as well as trace samples that are difficult to obtain. What the fuck is that? That's good. I'm Googling what does the super cool Marvel do. Wait, go to the, go to the about us. Just what does, what does they fucking do? What is J-E-O-L? It's still,
Starting point is 01:12:32 challenges the world's highest technology. Okay. This is ridiculous. The methodology that allows us to understand and to see the world for what it truly is. By doing what? And it's nano. Both the blocks and the buildings they support.
Starting point is 01:12:50 Science helps us interpret the world and our place in it. At Joel, we enable scientists to do the work that fuels our understanding of the world. I'm on their site. It's so hard to figure out what they do. And beyond the lab, our solutions unlock innovation, where pioneers across fields and industries work today to forge a more sustainable future for generations to come. For what?
Starting point is 01:13:14 From understanding the microstructure of energy materials. and ensuring the safety of our environment. Oh. To identify the cell structure of the living world. Okay. Wow. Creating new solutions in forensics for law enforcement. To enable customers to build and characterize complex components in additive manufacturing.
Starting point is 01:13:34 And from furthering the development of semiconductors for supercomputers to advancing devices and sensors used in space exploration. Nick the Lane. Good God. Well, no, I think they make these. these like components that are necessary for all these massive things all right we can get out of
Starting point is 01:13:53 whoa dude that guy's a fucking walk in stride with those what he looks at I work at Joel okay end it I work at Joe it's a it's a subsidiary of a Japanese company
Starting point is 01:14:07 you know what Joel stands for no Japan electron optics laboratory wow that's pretty cool man all right well there you have it guys I'm Glad we got to the bottom of Joel. You guys, Joel heads, a real Joel heads, sound off in the comments. Real Joel heads, rise up.
Starting point is 01:14:23 Real Joel heads. That the super cool thing is better than the other one. It's way fucking better. Real Joel heads, please comment about your experience with the fourth generation of the super cool. We should go there and interview them and be like, tell us about this thing. We don't know what the fuck it does. And then I'll just, every time the guy tells me, I'll just go. Sorry, sort of over.
Starting point is 01:14:49 Okay, so we got a great bonus for you guys coming up. I have three inventions that my uncle told me about when the phone last night. I'm not kidding you, folks. They're really, really good. And it made me want to make a video about it. But then I'm like, no, because I'd be making fun of my uncle. And he believes in these inventions so much that he would be afraid that someone would steal them. So be sure to tune in, Ben and Emile Show.com.
Starting point is 01:15:21 I'm reading the, I'm reading the fight now. They're fucking crazy. All right, we'll see in the bonus, folks. It's sure to be a real good one. Coming up on this week's episode of ben and amel show.com. He's just feathering that thing. Or if it's like, oh shit, that guy is slammed. Yeah.
Starting point is 01:15:40 You like that? That's why I always, yeah, that's a great idea. Great idea. Who are you, my uncle? I feel like it's not a bad idea It's not a bad idea It's a great idea But you called me your uncle
Starting point is 01:15:49 Who had some not so great ideas Well because sometimes he's got good ideas Hey Hey Bell, what do you get there? Oh, just a PVT I'm building a Yeah Wow, what a great audience
Starting point is 01:16:10 It's me your wife Oh Oh gosh You guys aren't building potato guns again, are you? No, honey, no, no, no. We're using this PVC pipe that you gave me money to go purchase from Home Depot. We're using the PVC pipe. That's supposed to be for the plumbing.
Starting point is 01:16:26 Yeah, I know, honey, we're using it to fix the toilet. You're not going to shoot tourists at the White House again, are you? No, no, no, honey. That's just my wife. Go away now, please. Okay, bye. Okay.

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