Scott Olson | Getty Images
Elon Musk, CEO of Tesla and chairman of SolarCity, attends the Allen & Company Sun Valley Conference on July 8, 2015 in Sun Valley, Idaho.
After Tesla’s stock sank over $15 on Thursday following its earnings report, Cramer looked into the company to try and understand its high-flown forecasts.
“If you’re an analyst, I think the only way to handle an Elon Musk conference call is to take some mind altering drugs so you can really tune in and turn on the whole psychedelic story,” he said of Tesla’s CEO.
While Cramer admires Musk’s confidence, he sympathized with those who try to make mathematical sense of his ultra-positive musings.
Cramer also sat down with Jeff Lawson, the co-founder, chairman, and CEO of Twilio, for his take on the stock’s drop after Uber, one of its biggest clients, cut back its spending with Twilio.
The company helps apps manage their communications with customers using the cloud, and almost every app that sends texts, like Uber and Airbnb, are clients of Twilio’s.
“Because of the size of the spend and how important of a customer they are, when we got an inkling that they might change how they’re thinking about communications spend, we wanted to be transparent and get that out in front of investors. But we do believe they will continue to be a very important customer of Twilio’s,” Lawson explained on Thursday.
And, although Uber threw a wrench in the company’s stock, Lawson touted the company’s otherwise successful quarter and said he feels there will be more good news ahead for Twilio.
“We’re continuing to invest. We have a leadership position in a very large market, and we feel great about our position, about our product, about our customers. And so we continue to invest forward,” he told Cramer.
