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I've invested with Baron for years, and have great confidence. I have to disagree though, when Mr. Baron says all cars will be electric in 10 - 15 years. That seems like a pipe dream. I have no doubt that electric cars will have a place. I see Teslas frequently, but the internal combustion engine will always be with us. For one thing, the infrastructure is established and worldwide. That's not the case for electric. For another, any heavy duty hauling requires gasoline or diesel. If anything does the gas engine in, it'll be government and it's overbearing communistic attitude.

Very very good talk, one of the best I’ve heard from a CEO

Which FSD v12 version did Baron see when he was visiting Tesla?

Thanks

Amazing!

This is one of my favorite CEOs of all time. she knows how to maximize profit and drive shareholder value like no other. she is also amazing, strong, intellgent, incredible, wise, slow, and patient. Thank you Kristen Lynch you are the CEO everybody strives to be. The smart CEO the wise CEO bringing an executive IQ that few have. The CEO that will be striving hard and fighting for whats wise, smart, and strong. You are the one, the glorygod. Thank you KRISTEN!

Great talk!!!

Heard some good things about this talk, can’t wait to listen!!

How can she not know about limits 😂 CNBC is such a joke.

Tesla is Elon. Based on sales n revenue, it doesn't worth that much. That is also a key risk for investor.

Can you elaborate what do you mean by “if the rates get lower, we can expect a normal market?” Are you implying that low rates are normal? Because IMO the low rates were an anomaly and rates being at 3-4% at an average seems normal, or a real rate of 2% at an average. If rates do not come down as per your expectations then do you expect your companies to do really bad? The way I see it is if they are companies growing earnings at 15-25%, within a few years they should overcome the PE expression that they would experience in a normal rate or higher rate environment (where normal rate as per me is 4%). You can have your PE compressed to half, but within 5 years the earnings will catch up to the earlier price levels with the new PE and within a decade it should 4x the price before PE compression, assuming 15% earnings growth. I see small cap, high growth companies as the winners in a normal or high rate environment… Would appreciate responses/discussions to my comment, would help me learn/unlearn… Cheers

Ron Baron is correct. Musk is one of the few billionaires and CEO's that have earned their compensation. It's so sad and contrary to excellent management practices to pay any CEO a set salary. The Judge was antithetical in her decision and makes most of the shareholders believe that her decision was politically motivated and disgustingly biased. That Judge needs to be thoroughly investigated on her blatant abuse of power. Disbarment needs to be a consideration.

This case, if allowed to stand, can be a good con-game going forward ... A lawyer colludes with Judges and shaft companies of Billions, then make their own deal on the side. 5.6Billion/ 100Million an hour for doing basically nothing?! ... This is the kind of thing that would attract all sorts of bad actors. The judicial system better be conscious of what they are doing.

The pay package blew my mind. A factor in me investing. We thank the previous yes vote.

To add a further comment - for the Chinese EV market to take off with a slowing US market doesn’t make sense intuitively because at the end of the day, the US will end up being the biggest EV market in the World. At the end, all growth comes from increase in debt. As long as there is increase in debt, there is growth, which provides a tailwind to all growth theses.

Nice talk, but I fail to understand how does the ex US markets get their currency stronger if interest rates drop? Because the assumption that international markets would get their currencies stronger when US drops rates is only true if the international markets also do not cut or print. In the last 15 years the correlation between US and international rates has just been increasing… I don’t think it’s simply a vacuum based on how you describe it. And if everyone cuts rates and prints, then everyone does well because that anyway leads to asset price inflation.

Preach king

Elon is a the cusp of delivering FSD and Optimus in 2025! Min 5 years ahead of anyone else.

Sem palavras es gigante que a pequena essa turma e a humanidade agradece

Met contractual agreement, pay the man.

Elon needs to invest in a much better Legal Team. He's getting his ass kicked way too many times for trivial bullshtt.

Tesla is the best company ever! No gas stations, No oil changes, No smog check, No corrupt dealerships, faster than a $650,000 Lamborghini..

Ron is usually right about pretty much everything

All good, sage and wise. However, thinking robots are going to benefit all people has historical precedents. Instead of people weaving fabrics at home in England, milling machines made the process levels of magnitude faster, cheaper, better. And yet, instead of happy weavers you got Manchester, 14 hour days, child labor, horrendous living and working conditions and the introduction of rickets. Workers, factories, productions since then have become more levels of magnitude more efficient and more profitable and yet we still have the 40 hour work week, little financial security, one medical disaster away from bankruptcy. Robots will be great if you own robots. There will be some universal benefit, the same way fewer and fewer Americans can afford to own a home, yet we all have computers, but expect to see human workers at the Tesla Robot division still putting in long days at work. Did Jeff Bezos say, "Hey, I'm worth $150 billion, let's give everybody a bonus!"? Musk just laid off 10% of Tesla's work force. Of course there were good reasons to do this, but they are highly selected, highly trained, Tesla employees. Wouldn't it be better to keep them; retrain, until they can be deployed to expanded operations or new jobs? Give them the opportunity to become engineers. (Adult students are the most motivated.) I don't have any problem with Musk getting his compensation package. I'm a Tesla shareholder. The lawyers in that case want billions of dollars from my company Tesla for having done nothing more then creating huge problems. I voted in favor the pay package in 2018 (and expected Musk to make at least most of the goals.) I'm voting for it again. Elon Musk may be the one 'overpaid CEO' who actually earned his money. We have two choices vote for Musk's compensation package, or vote against it and Musk will eventually get that pay package, plus we have to pay those lawyers billions.

What a calm, intelligent man. All men could benefit from his business style. In my opinion, we could learn invaluable life lessons from his personality and perhaps his family style. I am definitely a huge fan of Ron Baron.

Ron gives good answers to bias questions

The interviewer is on this....Many 👀 what's going on...

And Baron said it... This divorce is beneficial to Elon. Elon is not thinking about shareholders in Tesla. He is trying to delude Teslas value to his other projects. Is that what we want in a CEO?

Baron doesn't care. He is just greedy. The board is not independent. That was the point in the first place...🤑🤢

The board in Tesla is Elons friends and is benefiting in X-AI to...

X-AI is a ploy to deploy value from Tesla...

The loss of value in Tesla was Elon selling tons of his stock to buy Twitter and becoming a fare rightwing lunatic....

Thank you, Ron!

Great as always Ron! Would love to see an interview from you in the Tesla community at some point, so we could hear you talk about some deeper things the msm won't talk about!

Elon should get paid. He met all the metrics in the contract. He deserves it.

Ron baron and Biden same age what a difference

We are informed by Historians that the contract system was adopted by pirates on board ship to recognise the principles of cooperation in an undertaking, whatever the objective. So if the principles and objectives, the combined mission, is all clear to everybody, no contract is necessary, but the Social Contract of Constitutional Democracy embodied in the Judiciary is apparently overridden by the dollars equal votes arrangement, privileged possession of authority counter to the principles. Case by case analysis is required to determine legitimacy, unless the Piratical behaviour has already been convicted. Ron has demonstrated the correct analysis of the situation, ..the Judiciary has failed perceptions of legitimacy in understanding the principles of a contracted agreement by the relevant parties. Yay Ron.

Ron is a great man

Big Picture I’m voting YES. If a contract no longer matters out of “FAIRNESS” then Property Rights are next.

Good job dear 🔥🔥

These newsroom talking heads are all talk. Elon Musk is on a different level to all of us - full stop!

So well explained ! Should sue the ‘class action law firm that brought this case using a shareholder of 9 shares of Tesla.

Elon's other projects will all converge and combine along with the current ones to bring more value and execution. We should empower the man and not pull him down

what do you think hes going to say talking his book thats all

Nobody noticed this name andrew guy who's wearing suit been impatience towards barron during his weigh-in talk with cnbc last time, and this time he's like, jumped in the talk and hosted the show remotely lol....

Dude - if you're going to claim that Joe Biden is behind this whole case against Elon, you gotta have some proof. You say it like it's fact - but you have no evidence. Biden's own son is in court right now.

WE ❤ RON

Ron Baron only believeable person in this story

18:39 "I'm 81. There's no't many people who are 81 who thinking about 15~20 year time horizons, but I'm one of them." That touched me.

This is not rocket science. The lagest retail and institutional shareholders will vote no. Why, because they will benefit by voting no. Who will be their benefactors, well the list is long but they have been actively trying to kill Tesla from day one. So follow the money they say and Tesla has damaged the interests of the global ICE companies such as Toyota, VW, GM and Ford. Also the interest of big oil such as Shell, Exxon and BP and Saudi Aramco. Finally Wall Str hedge funds who bet the farm on Tesla going bust and will pay for Tesla to die. All of the above will ensure that any large investor that is now under water will, if they vote no and Elon and Tesla lose the vote, will be very well compensated may be to the tune of their loss in Tesla stock and then some. So these are the obvious forces that are against Elon and Tesla that are as clear as day. Tesla should protect themselves against such moves. 1- any short seller with an open short should not be able to vote. 2- any investor that agrees to sell their shares in exchange for voting no will have that vote nullified and a new vote cast yes. This investor will have their voting rights stripped from them. Obviously without something like the above or a plan B Elon and Tesla should prepare for a no, because the wolves have gathered around Tesla at its most vulnerable point in its history. They are ready willing and able to rip the stock to shreds. The mountain of Put options must be rising to the stars on Tesla as I write this down.