Valuetainment - December 18, 2025


＂The Cult Of Elon＂ - Tesla Stock EXPLODES As Musk's Robotaxis TAKE OVER Streets


Episode Stats

Length

10 minutes

Words per Minute

219.13474

Word Count

2,308

Sentence Count

183

Misogynist Sentences

3


Summary


Transcript

00:00:00.000 All this stuff going on, Tesla's had a closing at 2025 high after Musk confirms driverless
00:00:06.600 robo-taxi tests underway in Austin.
00:00:10.180 Rob, do you have a video of that, of the robo-taxi test?
00:00:13.060 I think it's good for us to see this here.
00:00:16.120 Tom, so what is the story with this robo-taxi causing Tesla?
00:00:19.920 Is this it?
00:00:20.600 Yeah.
00:00:20.860 Oh, let's take a look at this.
00:00:22.560 Sure.
00:00:24.080 Amazing.
00:00:25.600 Is that real, Rob, or is that AI?
00:00:28.760 No, this is real.
00:00:29.480 That's actually happening?
00:00:30.960 Yep.
00:00:32.100 Okay.
00:00:33.000 So robo-taxi in Austin causing Tesla stock to go up.
00:00:37.280 Is it just that?
00:00:38.580 Is it the additional robots they're talking about?
00:00:41.180 What else is it that's causing Tesla to have record-breaking numbers in 2025 with their stock price?
00:00:46.520 I think the stock price is going up because two major manufacturers just announced that
00:00:50.800 they were going to be competing less with Tesla, number one.
00:00:53.740 And number two, Tesla is funny.
00:00:56.980 This announcement comes after Waymo runs into a poor guy in Arizona, after one of them ran
00:01:05.600 into a construction site and got stuck in wet cement.
00:01:08.120 That's a true story in San Francisco.
00:01:10.280 The driverless taxi runs through cones and gets stuck in wet cement in a construction zone.
00:01:16.760 That's a true story?
00:01:17.460 That's a true story.
00:01:18.060 You can, Rob will find it.
00:01:19.340 It's actually very, very, at the, I think it was, what was not funny is I think it hit
00:01:23.360 a woman, then it drove into a construction site, then it drove into wet cement.
00:01:27.800 And so all of those stories of the starting of driverless taxis.
00:01:31.460 It's not a funny story, Tom.
00:01:32.440 You're laughing like it's a funny story.
00:01:34.300 There it is.
00:01:36.400 There it is.
00:01:37.220 Forbes.
00:01:38.080 Cruise.
00:01:38.620 Robo-taxi drives into wet concrete.
00:01:40.820 Waymo shows off same.
00:01:42.260 So it's like they had their teething pains, but now with full self-driving and other things,
00:01:48.920 Tesla's coming out and saying, okay, teething pains for taxis.
00:01:51.900 Everybody else takes the headlines.
00:01:53.480 I've now got it going in Austin.
00:01:55.560 It's working.
00:01:56.420 So competitors off this here.
00:01:58.660 And guess what?
00:01:59.620 Those are all things.
00:02:00.740 What do you think?
00:02:01.200 It just feeds the stock price because all that is good news for Tesla.
00:02:04.500 Well, I think what we're watching is Tesla is going, you know, Bitcoin, I always say,
00:02:08.680 went from a contrarian trade to consensus trade.
00:02:10.720 But what's happening with Tesla right now is you're watching basically the early adopters,
00:02:14.500 right?
00:02:14.600 These people, they bought this thing.
00:02:16.280 Wall Street hated it.
00:02:17.220 Every single person with a spreadsheet told you how Elon Musk is a fraud.
00:02:20.380 He's lying.
00:02:21.020 He can't, you know, ever get profitable.
00:02:22.640 This company sucks.
00:02:23.900 And a bunch of people on the internet that are individuals who said, hey, I actually think
00:02:27.300 that these cars are pretty good.
00:02:28.340 I drive one.
00:02:29.060 I, you know, went and sat in one.
00:02:30.520 And I don't think it's a car company.
00:02:31.500 I think it's a robotics company.
00:02:32.560 I think it's a machine learning company.
00:02:33.720 I think it's a, you know, data company.
00:02:35.720 Now what you're seeing-
00:02:36.340 I think it's a service station selling electricity to all the rest of the car makers.
00:02:38.820 Yeah, well, what you're seeing now is you're seeing the transition, right?
00:02:41.180 You're seeing those early adopters essentially are being proven right because now you have
00:02:44.920 all of Wall Street realize, wait a second, this isn't a car company.
00:02:47.240 We were using the wrong comps the entire time.
00:02:49.080 This is a robotics company.
00:02:50.540 This is an AI company.
00:02:52.140 And when you see that car driving on the road, it is really hard to say that this is just
00:02:57.100 a car company.
00:02:58.000 And then you realize that he's sending updates over the air via this software.
00:03:01.700 But then you also see him using a lot of the same technology and saying, wait a second,
00:03:05.160 if a car can do this, what if I can make a humanoid robot do this?
00:03:07.800 And so now what he's really doing is he's expanding the total adjustable market of this
00:03:12.340 business.
00:03:12.860 And he's finally convincing Wall Street and these large pools of capital that this is not
00:03:16.800 a car company.
00:03:17.340 This is a robotics and an AI company.
00:03:19.780 And it's getting re-rated by these organizations.
00:03:22.640 There's a lot of folks for a long time who said, I don't own Tesla because of all the issues.
00:03:27.200 Now what they're realizing is if I'm a public market investor and I want to invest in AI
00:03:31.540 or robotics, what stock do I buy?
00:03:33.560 Well, you can go buy NVIDIA, you can buy some power companies, you can buy some of the components
00:03:38.280 or the infrastructure.
00:03:39.820 But there's not a lot of companies where you can go buy exposure to the future of AI and
00:03:43.980 robotics.
00:03:44.620 And so, yeah, you can go buy Google stock, but you also get YouTube and search and all
00:03:48.120 this other stuff.
00:03:49.100 Tesla is probably the most pure play exposure in the public market to AI and robotics.
00:03:53.460 And so now the world is convinced we need this.
00:03:56.380 They realize that this company is going to be that company.
00:03:58.920 And you see people piling and stock price goes up.
00:04:02.120 But the part that no one ever talks about is all those people who used to hold Tesla
00:04:06.240 stock, they're still holding.
00:04:07.860 They have this rabid fan base.
00:04:09.480 And so they have this like retail investor engagement or like the cult of Elon around
00:04:13.780 this stock.
00:04:14.640 The fact that those people believe so fervently in the future of the stock means that they're
00:04:18.800 not selling.
00:04:19.840 And so when that new capital comes in, it's not like they just come and buy it from, you
00:04:23.920 know, the existing shareholders at some reasonable price.
00:04:26.460 They all are pushing the share price up.
00:04:28.500 And so that's why you're seeing the explosive.
00:04:30.100 I mean, it's up 10% in the last five days.
00:04:31.940 It's just large pools of capital pouring capital in.
00:04:34.180 And the people who currently hold the shares aren't willing to sell it because they've got
00:04:36.720 a very long-term belief in the stock.
00:04:38.340 It's a stabilization effect.
00:04:39.800 Last month is up 21%.
00:04:42.200 Last five days up 10%.
00:04:43.720 Crazy.
00:04:44.520 Insanity.
00:04:45.020 Tom, go ahead, finish this up.
00:04:45.520 It's a stabilization effect.
00:04:46.720 Remember in the old days where you would have, okay, who are the institutional investors
00:04:50.440 in Hilton?
00:04:51.520 And you have what was called the widows and orphan stock because it was a dividend.
00:04:54.380 But you had five big institutions, Piper Jaffray, you know, the old Merrill Lynch, the old
00:05:01.040 Lehman Brothers.
00:05:02.280 They each own four and a half percent, staying under the five percent rule.
00:05:06.600 And they said, well, we're not selling.
00:05:08.820 We believe in it.
00:05:09.700 They're opening more hotels.
00:05:10.980 We're fine.
00:05:11.780 Well, you multiply that out, Pat.
00:05:13.220 Suddenly you had 22% of the stock's not going anywhere.
00:05:15.260 That was like a stabilizing anchor because it reduces the volatility because it's holding.
00:05:22.440 And that's what you have.
00:05:23.340 You have the people that, whether they're memes or fans or whatever it is, they are the
00:05:28.100 equivalent.
00:05:29.140 You just might as well call them as the entrenched holders are like a large institutional bank
00:05:36.020 that actually brings stability to the stock.
00:05:38.280 Are you long Tesla because of Elon or are you long Tesla because of Tesla?
00:05:44.800 Like, is it at a point where it's flipped, where you're more long Tesla with Elon lower?
00:05:50.340 Or is it still you're long Tesla because of Elon?
00:05:53.860 I'm long Tesla by itself, but I'm very long Tesla because of Elon, because I believe what
00:05:59.400 the next chapter will bring.
00:06:00.680 Is it more Tesla or more Elon?
00:06:03.220 Elon.
00:06:04.140 Oh, by far.
00:06:05.180 I think it's not even close to the same company without Elon because I don't think anybody
00:06:08.160 else could like imagine what he wants to do with it.
00:06:10.720 You know, like, I think it's like going to be like entrenched the way that Apple's entrenched
00:06:13.660 in our lives, but like on a bigger scale, like the way that our phones and laptops are
00:06:17.100 entrenched in our lives, like the cars and the robots, they'll be in everybody's house
00:06:20.040 someday.
00:06:20.620 They'll be entrenched in everybody's lives.
00:06:22.020 But like, I don't think that anybody else is enough of a visionary.
00:06:24.980 So you don't think the company is yet at a point where it's not just because of
00:06:28.760 the jockey, where the jockey is managing the horse.
00:06:32.700 It's not, it's not the horse yet.
00:06:35.180 No, no.
00:06:35.820 You're still leaning on the guy driving it.
00:06:37.780 Yeah.
00:06:38.040 I don't think anybody else like has the driver.
00:06:39.640 I wonder how many people feel that way.
00:06:40.980 But that's true of most companies, right?
00:06:42.680 I mean, just look at Google.
00:06:43.660 Google was getting their butt kicked and all this AI stuff and all the infrastructure data
00:06:47.500 centers, et cetera.
00:06:48.320 And the founders came back, right?
00:06:50.920 Open door.
00:06:51.600 Another great example.
00:06:52.400 The founders left.
00:06:53.100 All of a sudden they came back.
00:06:54.180 If you look at, you know, Amazon, I think a lot of people are saying, wait a second, are
00:06:56.620 they behind?
00:06:58.020 Bezos isn't, you know, there as much anymore.
00:07:01.500 Look at a meta.
00:07:02.360 America, they've been able to navigate multiple new technologies now because they've got the
00:07:06.400 founder who's at the helm.
00:07:07.840 You've got Elon, obviously, is a great example.
00:07:09.460 I mean, you just go company by company by company.
00:07:11.780 The companies that are still run by their founders tend to outperform the companies that
00:07:17.000 are run by kind of professional managers.
00:07:18.580 It's not a knock against the professional manager.
00:07:20.560 It's just there's something different, right?
00:07:22.780 There's this great thought of the source of an idea is really important, right?
00:07:29.340 So even if you have two co-founders, who's the source?
00:07:32.300 Who called who and said, hey, let's start a company, right?
00:07:34.220 That person has intuition about something, sees the world a certain way, has a drive of
00:07:38.000 something, you know, really said, hey, I want to go put this in the world.
00:07:40.620 Elon is the epitome of that.
00:07:42.020 And so I think that he's really important.
00:07:43.400 Every time I'm at this campus and I'm in my conference room and I look to my left and
00:07:47.400 I see 15 people walk into the other building, they're getting a tour.
00:07:50.260 That means we've hired 15 new people, okay?
00:07:52.600 And last week we had 10 new hires that we hear.
00:07:55.240 We had 45 job openings.
00:07:56.540 Right now we have 35 job openings.
00:07:58.200 We are hiring.
00:07:59.300 If you're somebody highly qualified, you're educated, you're hungry, you want to be part
00:08:04.920 of something that you want to go on a run for 20 years, a lot of people, if you just watch
00:08:08.420 this, you think it's a podcast.
00:08:09.360 And by the way, you may have a son, a daughter, a friend, somebody that's fully, fully
00:08:12.960 qualified, that wants to be part of something and bring their talent to us.
00:08:16.640 Not an easy place to work.
00:08:18.240 You know, we work very, very hard at a place like this.
00:08:21.740 But if you think this is just a podcast, I want you to watch this clip to give you a
00:08:24.560 little bit of a glimpse and then I'll give you a link to go apply for the 35 job openings
00:08:29.260 that we have right now.
00:08:29.960 Go ahead, Rob.
00:08:30.960 Many times when people think about valutainment, all they think about is a podcast, but it's
00:08:34.600 a lot more than that.
00:08:35.500 It's nine companies working together on an 11 acre campus.
00:08:39.640 If I was to give you a virtual tour here, you'll see the HR department.
00:08:42.720 Hiring, talent acquisition.
00:08:44.640 We have full stack developers that are working on Manac and hire metrics.
00:08:47.940 We have a full fledged events team that puts together events with thousands of people.
00:08:52.000 We have a merch department designing the latest product.
00:08:54.700 We just launched the FLB shoes made in Italy.
00:08:57.320 We have a marketing department.
00:08:58.900 And if you go to the complete opposite side of the building, 50, 60 people making calls,
00:09:02.860 working for Bed David Consulting, sales, setters.
00:09:05.700 And then on the complete opposite side of the campus, there's a full on production company
00:09:09.220 with editors, shooters, creating content, doing podcasts.
00:09:12.440 Then you can drive down a couple miles and go to our private boardroom cigar lounge with
00:09:16.360 members only.
00:09:17.260 Regardless of what it is, working at valutainment, every day is a surprise.
00:09:21.400 You could be walking into work and right next to you is a governor, is a billionaire, is an
00:09:25.860 athlete.
00:09:26.400 We are hiring aggressively.
00:09:28.380 But valutainment isn't for everybody.
00:09:29.640 For the right person, this could be the last company you ever work for.
00:09:34.780 So if you're watching this and you want to learn more, go to vt.com forward slash careers
00:09:40.020 and apply now.
00:09:42.840 There you go.
00:09:43.720 Go to vt.com forward slash careers and apply now.
00:09:46.780 Rob, if we can put the link below as well, that will be wonderful.
00:09:50.860 Okay.
00:09:51.240 Can I say something about the people I met here?
00:09:52.600 Please go for it.
00:09:53.620 Excellent.
00:09:54.060 A plus.
00:09:54.820 Every single person.
00:09:55.600 High energy, smart.
00:09:56.600 And I ask every place I go, I ask them, what's it like working here?
00:10:00.660 What's the best part?
00:10:01.260 What's the worst part?
00:10:02.120 And the woman that I was just talking with, you know what she told me?
00:10:04.480 She said, it's great to have a leader who's pushing forward.
00:10:07.120 There's a movement.
00:10:07.720 You feel like you're contributing, but it's fun as well.
00:10:10.780 It's very rare where you can work really hard and have fun.
00:10:13.080 I love that.
00:10:13.800 I love that.
00:10:14.340 Well, I appreciate you for saying that.
00:10:15.780 Yeah.
00:10:16.100 Whoever said that, can we get that?
00:10:17.120 I might apply.
00:10:17.700 I might apply.
00:10:19.160 She was a good sales pitch.
00:10:22.240 All right.
00:10:23.040 Bring your talents to just north of South Beach.
00:10:25.740 Yeah.
00:10:26.100 If you enjoyed this video, you want to watch more videos like this, click here.
00:10:29.160 And if you want to watch the entire podcast, click here.