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Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2693.04
|
which amazingly no one has done.
| 2,693.04
| 2,704.28
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2696.72
|
And so I think that's part of why I think Twitter will be ultimately extremely valuable
| 2,696.72
| 2,715.72
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2704.2799999999997
|
because I'm going to execute the x.com game plan from 22 years ago with some improvements.
| 2,704.28
| 2,722.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2715.72
|
And then we're also going to obviously make Twitter just a way better system.
| 2,715.72
| 2,736.68
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2722.3199999999997
|
I mean it's sad to reason that if a social media company is not taking steps to make
| 2,722.32
| 2,742.2
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2736.68
|
it positive to be on that social platform, then people won't come or they'll leave.
| 2,736.68
| 2,747.48
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2742.2
|
You know, so you speak of sort of anti-Semitism or racism or anything like that.
| 2,742.2
| 2,751.8
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2747.48
|
Well I mean who's going to stay on a platform if that's prevalent?
| 2,747.48
| 2,752.8
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2751.7999999999997
|
Obviously.
| 2,751.8
| 2,754.8
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2752.7999999999997
|
Yeah, I mean come on.
| 2,752.8
| 2,759.44
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2754.7999999999997
|
Apart from its inherent wrongness, who's going to stay on the platform?
| 2,754.8
| 2,767.88
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2759.4399999999996
|
So it needs to be something where, like our goal with Twitter is how do we get 80% of
| 2,759.44
| 2,768.88
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2767.8799999999997
|
America?
| 2,767.88
| 2,773.64
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2768.88
|
I mean we want like the sort of far left and the far right but maybe we don't want them
| 2,768.88
| 2,774.64
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2773.6400000000003
|
necessarily.
| 2,773.64
| 2,782.24
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2774.6400000000003
|
But how do we get 80% of the public to join a digital town square and voice their opinion
| 2,774.64
| 2,786.68
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2782.2400000000002
|
and exchange ideas and maybe once in a while change their minds?
| 2,782.24
| 2,788.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2786.6800000000003
|
On occasion.
| 2,786.68
| 2,790.84
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2788.4
|
Yeah, I mean you know once in a while.
| 2,788.4
| 2,795.76
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2790.84
|
So I read also that you said, and then we'll move off to Twitter, but you said that your
| 2,790.84
| 2,802.6
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2795.76
|
goal is you want to make the 20% of people who are on the far right hate you just like
| 2,795.76
| 2,806.12
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2802.6000000000004
|
you want to make the 20% of people on the far left hate you.
| 2,802.6
| 2,811.88
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2806.1200000000003
|
So well I don't want them to hate me.
| 2,806.12
| 2,817.44
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2811.88
|
But I think the extremists, like you know it's just very difficult to satisfy extremists.
| 2,811.88
| 2,821.08
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2817.44
|
So unless you fully buy into whatever their dogma is.
| 2,817.44
| 2,830.2
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2821.08
|
So but I'm confident we can satisfy like I don't know 80% of America, 80% of the world
| 2,821.08
| 2,834.2
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2830.2
|
but maybe not the most, the 10% most extreme of either side.
| 2,830.2
| 2,836.8
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2834.2
|
And I would count that as a great outcome.
| 2,834.2
| 2,842.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2836.7999999999997
|
And I think it is important to have sort of a digital town square where people feel comfortable
| 2,836.8
| 2,847.44
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2842.3199999999997
|
talking where, and I also think it's like one of the things that's important is to be
| 2,842.32
| 2,853.6
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2847.44
|
able to sort of decide what kind of experience you want to have on Twitter.
| 2,847.44
| 2,857.68
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2853.6
|
Because you know some people might say okay like I want the, like if this was a radio
| 2,853.6
| 2,862.12
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2857.68
|
station I want the easy listening smooth jazz station.
| 2,857.68
| 2,863.72
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2862.12
|
Okay cool.
| 2,862.12
| 2,868.2
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2863.7200000000003
|
So you should be able to have that setting for Twitter.
| 2,863.72
| 2,872.72
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2868.2000000000003
|
And then some people might say like no I want heavy metal thrash.
| 2,868.2
| 2,877.16
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2872.7200000000003
|
And like okay so now this is going to be sort of, then you don't mind someone saying mean
| 2,872.72
| 2,880.24
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2877.16
|
things to you, you know within the context of the law.
| 2,877.16
| 2,885.24
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2880.24
|
And you don't mind engaging in vigorous arguments on Twitter and that kind of thing.
| 2,880.24
| 2,891.48
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2885.24
|
But you should be able to kind of like pick your preference and decide if you want sort
| 2,885.24
| 2,897.24
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2891.48
|
of full contact battle or do you want like no I just want to look at puppies and flowers
| 2,891.48
| 2,899.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2897.24
|
and nice landscapes and stuff.
| 2,897.24
| 2,902.64
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2899.3199999999997
|
So let's go off Twitter.
| 2,899.32
| 2,908.52
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2902.64
|
Two other topics where he has some questions, that number one is logistics.
| 2,902.64
| 2,917.48
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2908.52
|
So we're starting to make so many cars by the end of this year, 40,000 cars a week.
| 2,908.52
| 2,923.92
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2917.48
|
I mean I have to be careful of MMPI but I believe I have said in the past publicly that
| 2,917.48
| 2,927.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2923.92
|
our aspiration is to reach 40,000 a week by the end of this year.
| 2,923.92
| 2,934.76
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2927.32
|
So if we're doing that then that means that producing a car in 15 seconds.
| 2,927.32
| 2,942.08
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2934.76
|
And so but that's still only 2 million cars a year, there's 100 million cars that are
| 2,934.76
| 2,943.88
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2942.0800000000004
|
made a year.
| 2,942.08
| 2,950.88
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2943.88
|
And so the question, so there's presumably capacity to be able to logistics to ship all
| 2,943.88
| 2,955.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2950.88
|
these cars all over the place to have people pick them up where they want them.
| 2,950.88
| 2,957.44
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2955.4
|
But not if they all do them in the same week.
| 2,955.4
| 2,958.44
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2957.44
|
Yes, totally.
| 2,957.44
| 2,966.76
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2958.44
|
So I mean we're a bit of criticism from our Q3 results because we had a lot of cars in
| 2,958.44
| 2,972.44
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2966.76
|
transit and the reason was that we got too big for our cars to actually be transported
| 2,966.76
| 2,975.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2972.44
|
in the final few weeks.
| 2,972.44
| 2,978.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2975.32
|
There just weren't enough car carriers and weren't enough ships.
| 2,975.32
| 2,986.16
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2978.04
|
So but it's actually good in the long run to smooth out deliveries and actually have
| 2,978.04
| 2,991.24
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2986.16
|
cars in transit at the end of the quarter because then you're not rushing to get everything
| 2,986.16
| 2,995.96
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2991.24
|
delivered by the end of the quarter and paying all these expedite fees.
| 2,991.24
| 3,001.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t2995.96
|
So my question though is if we have autonomous driving and we have autonomous trucks, is
| 2,995.96
| 3,004.12
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3001.04
|
that one of the ideas that we're going to be able to move things around with our own,
| 3,001.04
| 3,008.24
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3004.12
|
with just not enough drivers that we're going to have autonomous transport?
| 3,004.12
| 3,009.24
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3008.24
|
Yes.
| 3,008.24
| 3,011.08
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3009.24
|
That's question one.
| 3,009.24
| 3,018.48
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3011.08
|
We can also, yeah, I mean if you're in the area, have the car just drive to you.
| 3,011.08
| 3,019.48
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3018.48
|
That's one.
| 3,018.48
| 3,024.12
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3019.48
|
And then the other one is about materials and when all of a sudden, so we have somehow
| 3,019.48
| 3,030.44
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3024.12
|
navigated supply chain problems from other people and you might have thought that it
| 3,024.12
| 3,034.84
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3030.44
|
was the absolute brilliance that we had to be able to do that, but probably the reason
| 3,030.44
| 3,039.6
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3034.84
|
is that when you start off and you don't make any cars a year and you go to someone and
| 3,034.84
| 3,044.2
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3039.6
|
say we're going to make 20 million cars a year from zero, who's going to believe you
| 3,039.6
| 3,046.8
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3044.2000000000003
|
and make all the equipment that we need?
| 3,044.2
| 3,052.16
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3046.8
|
So as a result of that, you were forced initially to be able to say, okay, we're going to get,
| 3,046.8
| 3,054.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3052.16
|
you know, we'll vertically integrate.
| 3,052.16
| 3,055.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3054.32
|
We can't rely on you.
| 3,054.32
| 3,056.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3055.32
|
We'll do vertically integration.
| 3,055.32
| 3,057.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3056.32
|
And yeah.
| 3,056.32
| 3,058.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3057.32
|
Cut it?
| 3,057.32
| 3,062.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3058.32
|
Materials.
| 3,058.32
| 3,063.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3062.04
|
I can talk longer if you'd like.
| 3,062.04
| 3,064.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3063.04
|
Don't shoot the messenger.
| 3,063.04
| 3,065.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3064.04
|
Talk a little bit longer.
| 3,064.04
| 3,066.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3065.04
|
Materials.
| 3,065.04
| 3,067.04
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3066.04
|
So we have geology.
| 3,066.04
| 3,076.48
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3067.04
|
Anyone wants to show us a mine, we got people in mines to figure, you know, who are knowledgeable
| 3,067.04
| 3,079.76
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3076.48
|
and they come to us and say we can produce this much lithium, this much copper, this
| 3,076.48
| 3,080.76
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3079.76
|
much.
| 3,079.76
| 3,081.76
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3080.76
|
Oh yeah.
| 3,080.76
| 3,087.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3081.76
|
We are able to assess that and give contracts to be able to say contractual agreements.
| 3,081.76
| 3,088.32
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3087.32
|
Okay.
| 3,087.32
| 3,090.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3088.32
|
And they'll rely on our agreement.
| 3,088.32
| 3,091.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3090.4
|
Other people, they won't.
| 3,090.4
| 3,092.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3091.4
|
Is that fair?
| 3,091.4
| 3,093.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3092.4
|
And Glencore, do you know?
| 3,092.4
| 3,094.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3093.4
|
Well, the scaling constraints change as time goes by.
| 3,093.4
| 3,105.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3094.4
|
In the beginning, we were just very vertically integrated because suppliers didn't take us
| 3,094.4
| 3,106.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3105.4
|
seriously.
| 3,105.4
| 3,112.4
|
Ron Baron Interviews Elon Musk at the 29th Annual Baron Investment Conference
| 2023-01-04T17:38:21
|
https://youtu.be/E-squeb0YJA
|
E-squeb0YJA-t3106.4
|
Like we could get hardly any of the A, of the best suppliers wouldn't talk to us because
| 3,106.4
| 3,117.36
|
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