Tesla, every mention
53 scenes (2025), the whole family · ← back to Tesla
tap a year for its mentions
every year 2025 anyone Harry Stebbings 60Jason Lemkin 29Rory O'Driscoll 26Peter Singlehurst 13Matteo Franceschetti 12Cathie Wood 11Steve Jurvetson 10Eiso Kant 9Nikesh Arora 8Everett Randle 8
Verbatim, from the transcripts: the passages where Tesla comes up
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 1:03:24 unnamed speaker The story stocks that are worth, you know, 70 times revenues or 20 times revenues, the Palantir's, the Teslas, the way that happened is people bought in, a lot of retail bought in early, made out like bandits and believed. 2 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 9:46 Jason Calacanis Yeah, I mean, it's a different time, but if you just compare Tesla and SpaceX just for fun, right? 4 times in the scene
- ▶ 1:04:01 unnamed speaker I mean, if you look at Tesla, it's trading north of a trillion, it's roughly a hundred and something billion in revenue, earnings are down, you kind of apply a normal multiple, maybe you get three hundred billion. 4 times in the scene
- ▶ 1:10:36 Jason Calacanis Everything's, everything's behind from the Model S to the Model three to, to Starlink.
- ▶ 1:10:36 Jason Calacanis Everything's, everything's behind from the Model S to the Model three to, to Starlink.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 3:20 Jason Lemkin A little facetious there, but, but, um, what, what is, what do you, I don't know what the retail premium is for a hot name, but it could be, it's, it's, it's boosted Tesla over the years for sure.
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 1:13:25 Jonathan Siddharth Walking the factory floor and asking an engineer why this door in the model three has three bolts instead of, ah, instead of maybe two, right?
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 9:05 unnamed speaker I definitely gonna look at that if I'm Tesla.
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 23:29 Andrew Feldman And after we did it, uh, Elon tried Dojo and they failed.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 7:26 Jonathan Ross And when you look around the industry, you've got a bunch of people building chips, some of them are getting canceled, like Dojo recently got canceled.
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 47:27 unnamed speaker Um, and one of the exercises it did was to say, how certain would you have to be that Tesla's an outperformer to be a hundred percent Tesla from the 2010 IPO on?
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 5:51 Kaz Nejatian Like, I think Tesla was not above 10% in any market it was selling cars in, it may, not until last year.
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 2:51 Rory O'Driscoll It's basically the board saying, you know, we're the eighth or ninth largest market cap company on the planet. 3 times in the scene
- ▶ 3:40 Rory O'Driscoll Ten million in FSD. 3 times in the scene
- ▶ 8:52 Jeff Lawson The downside case being that Tesla is overvalued and that it's all the cult of personality of Elon Musk that creates that value. 6 times in the scene
- ▶ 41:25 Jason Lemkin Well, Tesla's the only one that can really do what it does.
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 1:05:58 Cliff Obrecht Really what Tesla have done with electric cars.
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 35:21 Byron Deeter One of the most famous and most painful for me was Tesla early on. 3 times in the scene
- ▶ 35:30 Byron Deeter And it was because, uh, I couldn't fundamentally see how the unit economics of the roadster were ever going to work.
- ▶ 50:18 Byron Deeter Tesla and Atlassian and companies like that front and center.
20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
- ▶ 42:54 Peter Rahal And now I just have a Tesla, like a Model Y and it does the job beautifully.
- ▶ 42:54 Peter Rahal And now I just have a Tesla, like a Model Y and it does the job beautifully.
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 34:58 Jason Lemkin Elon can say, whoops, did you see what, did you see how I just did the new geofencing for my Tesla?
- ▶ 1:03:23 Jason Lemkin Clearly he understands AI from Tesla at a fundamental level that other folks don't. 4 times in the scene
- ▶ 1:17:15 Jason Lemkin It's, it's Tesla level. 3 times in the scene
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- ▶ 12:42 Vlad Tenev You've got Tesla, where AI is maybe
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
- ▶ 1:01:30 unnamed speaker Congratulations, you were, you know, you pissed off two million people, and the owner of X, SpaceX, and Tesla loves you, you in. 3 times in the scene
Scott Galloway on Billionaire Happiness, Money & Self-Worth | Why We Should Drink More & Not WFH · 20VC with Harry Stebbings
- ▶ 2:47 Scott Galloway And that eventually a competitor comes along, whether it's BYD and Tesla.
Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- ▶ 0:35 unnamed speaker That's not quite as true for Tesla.
- ▶ 1:04:34 unnamed speaker Reminder, as late as December, January, there was the, oh my God, it's going to be amazing for Tesla trade going on in the market. 3 times in the scene
- ▶ 1:07:04 Jason Lemkin I mean, Tesla's the closest to a consumer product of those until the, and so he's alienated a certain segment of his population, which has impacted, you saw it in Europe most, most extremely, right? 2 times in the scene
20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson
- ▶ 44:37 Harry Stebbings If you have a breaking bad, I think that's amazing, but we also have, like, Trump's buying a Tesla and, you know, a war, and, like, it just takes so much more to cut through the news cycle that, like, a breaking bad prize draw, like, is it?
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 0:26 Harry Stebbings Will Elon be out as Tesla's CEO before 2027?
- ▶ 1:21:43 Harry Stebbings Um, back into Tesla and everything in between.
OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- ▶ 36:29 Rory O'Driscoll And we can talk about his automation in the Tesla plant as an example of that.
20Growth: Inside Kraken's $1.5BN Growth Playbook: What Works, What Doesn't and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta
- ▶ 18:51 Mayur Gupta So like, look at Tesla. 4 times in the scene
- ▶ 30:40 Mayur Gupta But once you've scaled, if you're not investing in upper funnel and you're not differentiating yourself, unless you're a Tesla where the product has differentiated itself from the clutter, you are just going to be a commodity because you…
Dave CEO, Jason Wilk: The Best Performing Fund Would Only Back YC Founders on Their Second Time · 20VC with Harry Stebbings
- ▶ 11:10 Jason Wilk Like Tesla, I'd argue would not be a trillion dollar private company, but because of sort of the, the cult generation they've developed, the Tesla owners that buy the stock, they're the ones that have pushed it above and beyond any… 2 times in the scene
20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
- ▶ 13:21 Aatish Nayak Tesla and Waymo, basically, and they have near infinite data and near infinite capital, and there's a wake of a graveyard of a lot of companies that, you know, end up failing, and you can't say, oh, the founders are bad. 2 times in the scene
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 1:23:26 Harry Stebbings Dude, your president's flogging Teslas on his front lawn, and then J.D.
Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange · 20VC with Harry Stebbings
- ▶ 16:29 Julia Hoggett We don't tax them to buy Tesla or Porsche.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 1:13:34 Mitchell Green Not bearish on crypto, but, like, I think it reminds me a little bit of the tulip craze, um, that you can't actually use crypto to go buy, like, when you could, if I could go buy a Tesla with crypto, it'd be amazing.
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- ▶ 31:34 Peter Singlehurst Tesla, another example of that, you know, we first invested in Tesla in 2013. 2 times in the scene
- ▶ 41:40 Peter Singlehurst Um, those two companies, uh, that it sort of conjured were Tesla and SpaceX. 2 times in the scene
- ▶ 43:55 Harry Stebbings You compared it to SpaceX and Tesla. 2 times in the scene
- ▶ 1:00:09 Peter Singlehurst When we invested in Tesla in 2013, like, it was pretty obvious. 5 times in the scene
- ▶ 1:00:14 Peter Singlehurst Yeah, I mean, they'd sold tens of thousands of Model S's, or they had pre-orders where people put down real money for Model S's.
- ▶ 1:00:20 Peter Singlehurst They'd proven that they could make a car that would, that people wanted to buy, ah, they'd proven that they could, you know, make it the roadster.
Anton Osika, Co-Founder and CEO @ Lovable: Hitting 85% Day 30 Retention - Better than ChatGPT · 20VC with Harry Stebbings
- ▶ 44:44 Anton Osika What comes to mind is Tesla. 2 times in the scene
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 41:51 George Sivulka And so, you know, Hebbia, by, by orchestrating large amounts of inference to answer one single question, ends up kind of building like a Tesla, where Tesla's made of a bunch of smaller, you know, uh, engines, or a bunch of smaller… 2 times in the scene
Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
- ▶ 48:28 Shervin Pishevar If you look at, if you look at Tesla, it's a trillion dollar company now. 2 times in the scene
- ▶ 58:35 Shervin Pishevar That's when most of these great companies, whether it was SpaceX or Tesla or Facebook or Uber,