I chat with Emmet Peppers about our current thoughts on TSLA, 4680, new factories, Model Y, and capital gain tax changes.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​

Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE

Timestamps:

00:00 - Introduction

00:30 - Emmet Goes Camping

03:45 - Current thoughts on TSLA

10:00 - TSLA stock split?

13:00 - Austin and Berlin factory expectations

14:55 - FSD timeline

15:53 - Does Tesla need a PR team?

20:10 - Model Y as trojan horse of demand

21:35 - California demand

23:10 - Emmet buys a little Dogecoin, interested in Ethereum

25:45 - Taxes as part of investment decision process

28:10 - Capital gains tax changes

31:22 - Dave’s crisis of wealth

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