he put out a tweet talking about how, if you back out dojo and fsd, you get $90 a share in terms of the value of the ev business, by contrast, they have it valued at $300. this continues to grow in terms of where people are, and my sense is a guy like dan ives, who has been the axe in the space, he's going to come out with a bull case in terms of -- it would be great if we could talk about tesla >> yes we will. very shortly >> well, i'm just saying. >>> want to ask danny one question it's $209 right now. at what price do you say, you know what, i've made the money >> where do other companies on the multiple basis i know we're going to talk to dan in a second, but if it gets towards 100, probably take some off. i think it's going to $50. >> $50 >> listen, okay, and i've been -- >> does the world collapse around it? >> no, i've said this whole cycle that we'll know that the market's corrected when tesla finally caves, when it finally gives in i have nothing against it, i think it's being valued incorrectly. >> listen, i think it goes back to what i was saying about the other parts of the

, so i do believe it's important to re-energize the brand, for people to buy models 3 and y, to put fsd on those and get people excited about autonomy. it's indirectly important, but in itself, i don't believe it will be that big of a financial contributor, especially for a company with the $700 billion market cap. >> let's talk about the specifications of the truck. how does it compare in terms of size with the trucks we're familiar with, whether it's the dodge ram or the f-150, f 250, the chevy trucks, in terms of its carrying capacity and in terms of range? >> it will depend on the trims. we heard of three trims that they have. i think the highest end will probably have higher range than those other models that we've been hearing about. but they'll have one at a lower price, potentially, lower than the ram, silverado and lightening, right. so i think we'll get some diversity in terms of battery range and in terms of storage capacity, but to phil's point earlier, i don't know if this is going to be a work truck. i think it's going to be a lifestyle truck. >> a vanity truck. >> potenti

i think it has to do more with autonomy and fsd that is most of my valuation the problem is i don't know catalyst that may happen near term it may be a situation where the stock is range bound i do think longer term when they prove the autonomy thesis, i think the stock will work. we are definitely in the challenging period >> one of the reasons that automakers have mentioned recently is the increase in interest rates and how that has impacted the business models as you look at 2024, do you think there is room here for some of these shares to actually rise because of the expectation that central banks will bring rates down >> i hope you're right i hope interest rates come down. i don't know if that happens right now, if you look at auto pricing, they are at 35% to 40% above 2019 levels. you know, if interest rates stay higher or affordability is a problem, pricing has to fall that falls directly to the bottom line for the automakers that could be big trouble. if you look at autos in the u.s. and delinquency rates, they he a are super high levels. interest rates coming down should definit

fsd which they haven't been able to get it perfect yet, at some point it will get to level four wherel sell a lot more teslas. you have the 25,000-dollar vehicle. i don't need a short squeeze to get the stock higher. keep doing what they're doing. charles: it has been under some pressure. to your point the worst performer of the "magnificent seven" but we know things change. gary, we're out of time. i always appreciate your expertise on this. thank you, my man. >> thanks, charles. see ya. charles: we'll be back with housing shrinkage. i will explain it to you when we come back electricity on the island. we always thought that whatever we did here would be an emblem of what small communities can achieve. trying to give a better life to people that don't have the means to do it. si mi papá estuviera vivo, sé que él tuviera orgulloso también de vivir de esta viviendo una vida como la que estamos viviendo ahora. es electricidad aquí es salud. .. my little family is me, aria, and jade. just the three of us girls. i never thought twice about feeding her kibble. but about two years ago, i re