Why Tesla is the Most BIZARRE Stock to Hold for 5 Years

0:00This is an iHeart Podcast. Guaranteed Human 1969 Malcolm and Martin are gone America is in crisis and at Morehouse College the students make their move These students including a young Samuel L. Jackson locked up the members of the Board of Trustees including Martin Luther King Sr. It's the true story of protest and rebellion in black American history that you'll never forget I'm Hans Charles Listen to the A-Building on the iHeartRadio app Apple Podcasts, or wherever you get your podcasts. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts, then add supported streaming music from Spotify and Pandora.

0:41And as the number one podcaster, iHeart's twice as large as the next two combined. Learn how podcasting can help your business. Call 844-844-iHeart. I'm Bowen Yang. And I'm Matt Rogers. During this season of the Two Guys Five Rings podcast, in the lead up to the Milan Cortina 2026 Winter Olympic Games, We've been joined by some of our friends. Hi, Bowen. Hi, Matt. Hey, Elmo. Hey, Matt. Hey, Bowen. Hi, Cookie. Hi. Now, the Winter Olympic Games are underway, and we are in Italy to give you experiences from our hearts to your ears. Listen to Two Guys, Five Rings on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

1:24When segregation was a law, one mysterious black club owner, Charlie Fitzgerald, had his own rules. Segregation in the day, integration at night. It was like stepping on another world. Was he a businessman? A criminal? A hero? Charlie was an example of power. They had to crush him. Charlie's Place, from Atlas Obscura and Visit Myrtle Beach. Listen to Charlie's Place on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. What's the top three long-term holdings? I love this question and hate it at the same time. I'm not going to give you two tech to index, and I'm not going to say Apple and Microsoft.

2:05If I had to start today, hold it for five years. If I have to pick three, mega cap. One would be Amgen. Two would be Lily because of the tech exposure. And three would be Google. Those provide you almost little to no drawdown, regardless of what the economy is going to do. Amgen and Lilly are going to print money, but especially Amgen. Amgen's like, I can't say a baby Lilly because there are different vocations, but the things that I loved about Lilly, they have the same thing. They're just not as great. It's like Jordan and Kobe. If I can put Jordan and Kobe on the same team, I'm good going to war with anybody.

2:50So what did you say? You said Amgen? Amgen. No, Amgen, Lilly, and Google are the three. So those are your top three? If I had to start new today? Like today? Starts out for the next five years? Yeah, those are the three. Over NVIDIA, over Microsoft. Who you got? I said, who you got? NVIDIA, Microsoft, and TSRP. Rashad said XRP. And XRP for sure. Well, Bitcoin, if we're not talking just, but if it's just stocks yeah just not just stocks if it's just stocks nvidia is is is one uh google will be two and it's just for the next five years you're just next five yep i don't want to invest in it but i think who i don't i'm obviously tsm would be that because that's always my number one.

3:49Yeah, yeah. Same with that. I think, I think that over the next five years, Tesla is going to have a hell of a run. Even if he leaves?

4:03Why would he leave? He just got the billion, he just got the trillion dollar pay package if he hits certain. I think those, the metrics that, he's going to meet the metrics. He can meet the metrics and leave to the company that really matter. But that, he has to do it within a certain time frame. He doesn't get to the trillion, I think it's by, he has to do it in like eight or nine years. So that falls within the range. I think the autonomous, the robotics, what he's now doing in terms of like technology and space, he'll figure out a way to incorporate that. Tesla is just such an interesting proposition for the next five years that outside of the ones you guys said, I think the return on that would be pretty, pretty interesting, high growth.

4:43I wouldn't want to do it, but I think it'll have a hell of a return in the next five years. and sometimes the person in the space will tell you where the economy is going when he said we're not a car company i'm going to robotics straight out that tells you the value of software is damn it you i don't like a lot of his political aspersions i don't like how daddy acted right like how daddy raised him what elon has done well though he knows how to pick a category that's going to dominate for 15 years though that's the line bro and that's why i thought it i'm like he's telling you straight up like yo this isn't about car this isn't about us making cars in fact that model i'm done with the whole sector we're done making that it yeah it was nice we it made sense but we're done with that now this is where we're going but even that is problematic hit the like button and share we're almost at 7 000 please even that is problematic to me because i mean they're missing numbers on the cars and now you shift into an industry once in the bubble it's it's a guess some people can raise money and be off of it goes back to the to the metaverse speculation or they're they saying that human there's gonna be a hundred million humanoid robots that's what they saying that's that's a large they also said that they also said that real estate in the met in the met in the metaverse was gonna be the new frontier and snoop dog somebody brought like a million dollars for the house next to snoop dog who's they that's a day they because people was killing zuck for they didn't they didn't want to go on that ride with him well a lot of people did though a lot of people brought into the metaverse it wasn't just zuckerberg a lot of people heavy so i mean i don't know i just feel like elon like you're basing your whole company off of a thesis of what could potentially happen but what's currently happening he's disappointing the the cars and he's he's he's got himself in a a lot of political turmoil.

6:36When the Democrats take over, they're not just gonna forget everything that he did. He's gonna have to have some level of retribution and payback for this. Well, he's still got three years. And that's the crazy part. So if it's in the next five, he's still got three left. If XAI, who is XAI merging with? His other company. It's already done. SpaceX. That would tell you, if I got an asset and Sam allegedly stole the baby that I helped create and helped get funding for employees. And you do your Super Bowl commercial and I make a competitive asset and I move it over to SpaceX. It's interesting he didn't move it over to Tesla.

7:16No, exactly. 100%. SpaceX is not, that's the one to me. And Starlink, because I think he's going to do the same with Starlink and put XAI, SpaceX and Starlink in the one that's a company that most people cannot touch. but company damn near untouchable. I'm not gonna comment today, but I will comment next week. And this will make sense when I do it. Got you. Yeah. Space, but at some point we do have to have that real conversation though. There's luxuries that some people's afforded that other entrepreneurs are not. A hundred percent. Oh, we know that. I love Zuck. Shout to everybody at HQ, at the Hudson building.

7:55But if I delivered that metaverse and that was the losses on it. You're not, there is no second chance. You're not even getting the first chance. The idea is not getting you a first chance. And we're going to talk about access to capital later on the episode, but some entrepreneurs are afforded to lose hundreds of billions of dollars. And then they get rewarded with hundreds of billions of dollars. Other entrepreneurs have no margin of error at all. You lose a thousand dollars and your life is over.

8:30so elon people like him on wall street but he what is he he's you really think that humanoid robots is going to take over the way that like 100 million humanoid robots you really think that's gonna happen take over in what sense 100 million he's i think he said 300 something like i don't know i don't think i don't think i don't think we're in terminator i i think um obviously in factories, in workforce? Does it change? Yeah. Will everybody have it in their homes? I don't think we're there in the next five years. I think you'll start to see the signs of how it improves some, like I said, workforce, maybe some forms of life, like some things, some tasks in life.

9:10But can anybody afford it, right? When that first iteration of anything, it's usually super expensive and there's only a limit of people that can afford that at that price point until they figure out a model that makes sense. that the everyday person can have. We're not there yet. But that's where they're headed. You can see all systems are pointing that way. Hold on, maybe we should stop talking about... Man, where are you? Can you guys hear me? They're trying to get the boy out. You know what? Elon, I'm sorry. My bad. My bad. But no, do I think there'll be 100 million humanoid robots through one company?

9:52probability is low. Even if you just look at the delivery history of what he said about FSD, but like you said, some creators and founders are allowed to paint a lofty picture that's bigger than a total addressable market. Yeah. Like I said, if I were to pitch the metaverse and then fail, I would have been assassinated.

10:15Saying what the stuff that he gets to say and they criticized the hell out of Obama for putting his feet up on a desk and wearing a tan suit. There's just some liberties that are given. And this is a fact like even, I know I may be tough on Tim Cook. Steve wouldn't have missed this AI wave like this. Any other company that missed the AI wave, they're suffering. They're suffering as a result. So is that a model that can really be a pivot for a company that's a car company now just to go into uncharted territories and say, okay, this is the play that we're going to do. Robots, robotics. I think because he's a visionary, he will be able to do it.

10:55But I ultimately think that he is going to railroad Tesla. And to the person in the comments who said Starlink is already under ownership of SpaceX, they have, of course, a partnership. But if it was completely owned by SpaceX, you wouldn't be able to invest in both rounds. So they don't solely own it. I do think upon exit, you can put a weight in for your shoes to be too big to fill. his are but it's also a poison pill so that the company does not thrive look at what he's done to the value of the company of just the cars in the last five years at one point people were paying 80 and 90 000 for those cars you can get some of those cars after 22 grand that's a hard pivot while people are sitting in a financing option and the value of the car is less than the loan that you got

11:50yeah the godfather of ai said that robotics is a once in a generation opportunity uh it has the opportunity it has a chance to do work that we do now and will no longer want to do in the future so he's backing that cool jensen yeah i mean everybody i don't think anybody it's like once again it's like hey i don't think anybody's thinking that robotics is not going to play a major part, but I just don't see 300 million robots. I don't either. That's a lot. That's worldwide. The whole country. The human robots at factories and stuff like that, yeah, for sure, they're going to play a major part. But like just hundreds of millions of robots just walking the streets and just in everybody's household, I don't know.

12:32I don't see that happening in five years. No. I don't think it's five years. But you think about how many people work in factories. You think about the global impact of that. You're talking, like, if he's talking about walking outside and like I said, is it Terminator? No. But if you're talking about factory work, you're talking about millions of jobs. But the thing is a lot of those factories have already been replaced by robots, not in the sense of robots like humanoid robots, but machines that do work already. That's already taken away a lot of jobs. So humanoid robots specifically? Different.

13:07I mean, what we saw with our own eyes when they we were on the toilet and video and when we got to see what they're doing in terms of programming the agentic like robots it was like damn it was amazing yeah especially calibration for different space environments for sure yeah like this is different 1969 malcolm and martin are gone america is in crisis and at morehouse college the students make their move these students including a young Samuel L. Jackson, locked up the members of the Board of Trustees, including Martin Luther King Sr. It's the true story of protest and rebellion in Black American history that you'll never forget.

13:51I'm Hans Charles. I'm Menelik Lumumba. Listen to The A-Building on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. I'm Bowen Yang. And I'm Matt Rogers. During this season of the Two Guys Five Rings podcast In the lead up to the Milan Cortina 2026 Winter Olympic Games, we've been joined by some of our friends. Hi, Bowen. Hi, Matt. Hey, Elmo. Hey, Matt. Hey, Bowen. Hi, Cookie. Hi. Now, the Winter Olympic Games are underway. We are in Italy to give you experiences from our hearts to your ears. Listen to Two Guys, Five Rings on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

14:34This is Ryder Strong, and I have a new podcast called The Red Weather. In 1995, my neighbor, Anna Traynor, disappeared from a commune. It was nature and trees and praying and drugs. No, I am not your guru. Back then, I lied to everybody. They have had this case for 30 years. I'm going back to my hometown to uncover the truth. Listen to The Red Weather on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

15:27and visit Myrtle Beach. Listen to Charlie's Place on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.