i will answer some of these questions
that are in here there are
is just one um supply chain issues is
like the automakers start to shift
production
great question um and and one that i
think is certainly important to ask
yes is the short answer there will be
supply chain issues as
legacy automakers try to like de-legacy
themselves
but you know that all being said mary
was pretty emphatic in saying that
um they have the capacity to shift their
production they have the know-how
they're actively retraining their
employees to
um to do that but there is like this
unfortunate reality
that people are probably going to lose
their jobs you need a different skill
set
often to make an electric vehicle than
you might to make a traditional internal
combustion engine so
coming to grips with that is not going
to be easy but this is a trend that we
see
in so many industries across the economy
in the united states and abroad
as tech changes the skills that workers
need changes as well
um and it's shitty at times like it can
be really tough it can be really hard to
say
you don't know how to build this battery
you're out of a job that you've had for
30 years
ideally these companies are putting
infrastructure in place
to train those people to retrain those
people to
make them feel empowered to shift into a
new kind of position
that is of course the perfect world
example and scenario not the realistic
one so
yeah the supply chain will certainly
have to shift and along with it the
people who
work for those companies there are some
really really interesting and frankly
complicated supply chain issues with
electric vehicles in terms of um
like that or the actual batteries
themselves they can be really expensive
to make
and they take a lot different like
natural resources than
a traditional engine would um and that
will certainly be a question that these
automakers have to ask themselves like
where
are we sourcing these things are we
sourcing them responsibly number one
and number two like can we get them
where we need them to be
for an effective price one that we can
can stomach
um okay okay well
thank you i guess um does a tesla merger
make sense for a smaller or larger
legacy automaker
neither would be my my first um
answer i think that for a company like
tesla
um i don't see it necessarily like
merging with anybody right away
question mark it's such a wild card
company you really you don't you don't
know what's coming next i am curious
though to see
what the cyber truck is actually like um
yeah i agree
someone says tesla's too big now i agree
it would like certainly raise antitrust
issues but
um traditionally in the auto sector like
that's not that big of a deal like it
hasn't been that big of a deal to
regulators because there are
the big three in the united states and
like certainly the big ones abroad too
um i can't imagine that anybody would
give the okay for tesla to merge with
something like a gm tesla's like
bigger than gm um and certainly gets
more
investor attention i love that all these
questions are tesla questions you guys
are really making me work for it i used
to cover tesla a lot in like a previous
life and
i'm trying to remember all that i can
about it not even profitable
yet like what like what is right but as
we have learned time and again a company
doesn't need to be profitable to get
investor attention
um and oftentimes it's not necessarily
are they profitable or not it's do they
have a path to profitability
are they um using that that
actual time that they're not profitable
to reinvest in the right ways to
reinvest in the company to invest in
their own growth etc
um it's a little bit more nuanced i
think than just like are they
making money or not um
are legacy automakers lobbying to slow
the adoption of evs
slash phasing out ice or internal
combustion engines
um they say no i i talked to mary about
this and
i have my doubts to be totally honest
like there is so much
money in um like oil and
and related lobby people
lobbies lobbies um but it would be hard
to imagine that they're not
like in their ear a little bit uh these
automakers
know that like eventually it's going to
be electric vehicles so they're trying
to get ahead of themselves as much as
possible i would say but
at the end of the day like where is the
money really coming from
i don't know i don't know that's a great
question though
um
[Music]
from right across the hudson who's right
across the hudson hello hello
um not enough infrastructure to support
a quick electric switch need millions of
charging stations
yeah i agree but i think that's also the
responsibility of not just like
tesla to put charging stations
everywhere it needs to be like the gm's
of the world it needs to be the fords of
the world
um i think the the issue sometimes with
these huge investments and electric
vehicles
is that they're maybe investing in like
the wrong tech they're investing in a
sexy tech that's like we built this new
thing that
like well you know that sounds super
cool but um at the end of the day
nobody's gonna buy an electric vehicle
if
they can't charge it easily um i made a
comment in these episodes about the
first time i wrote in an ev and i
did it my first live that went like uh
but
i rode in a tesla for the first time and
we were going upstate in new york to
like a cabin in the middle of nowhere
and there was some serious concern like
we needed to have a full battery as
close as we could to this like little
small town in the middle of nowhere
upstate
because like what if something went
wrong um and it's not like you can just
go to the nearest gas station with like
a
jug and fill it up and you'll figure it
out or just like call triple a
um there are some questions there oh
like what do you do if you run out
i'm sure people who own ev's have had
experience with that i would love to
hear your
thoughts um
my accent erodes the ozone layer
why what does that mean i'm from north
florida
say y'all i don't know what to tell you
guys but my mom's from brooklyn so i
don't really feel like i have that crazy
of an accent
and i don't think it's eroding the ozone
layer
spack environment everyone rushing to go
public yes
dangerously so um one wonder what
y'all's thoughts are
on spax if anybody has any um passionate
ideas and thoughts and feedback on this
like spack world we live in
definitely want to hear from you we've
made some episodes about
like kind like about the process of
going public i spoke with um
adina friedman from nasdaq
and she kind of spoke to it a little bit
but i would love to maybe explore making
some specs specific
episodes that's a fun one say that seven
times fast spac specific
uh valley charging services are trying
to form where they come pick up your
vehicle to charge
interesting that could work it sounds
expensive though like imagine if you had
a valet service to go
like fill up your tank with gas um
that would be weird very interesting
loophole tool being a bit abused
investors are rushing in blind about
facts i'm assuming yeah completely agree
i think it's like
i don't know i'm sure that in
10 15 20 years from now when people go
to b-school they'll be learning about
the season of spax in 2020 um and what
the implications are for
business on the whole but also um like
the public markets as an entity as they
exist and and their whole
like reason for existing i think that
will be pretty interesting to see
um okay so i hope that i got to most of
these questions here
i'm just scrolling through really
quickly um but again
i hope you all are having a fantastic
fantastic
friday um i'm gonna go like try to
troubleshoot twitter kicking me off of
live all the time
uh send a complaint into jack dorsey if
anybody knows him also
love to have him on the pod but
definitely would love to know why my
twitter keeps scratching
um but yeah it's been really really fun
to do this i love getting the chance to
speak with you guys a little more on
fridays if you have any feedback
for when i do these friday column lives
let me know
definitely want to hear it and one last
thing
before i let you all go uh we are doing
a really really exciting
holiday giveaway at business casual
we're calling it 12 days of business
casual it officially kicked off today
so we are giving away a ton of stuff a
ton of really cool business casual swag
and morning brew swag and we're doing it
every day with a ton of different things
from
starting tomorrow's our first giveaway
up until december 24th will be the last
day
so make sure you enter share with your
friends share with your family
share it with everybody would love um to
hear what you guys think about it and i
hope you win fingers crossed i hope i
win too
all right thank you all for tuning in
have a wonderful friday and thank you so
so much for bearing with me as i had
some tech issues
you guys are the best see you next time
英語 (自動生成)
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