Tesla, every mention

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every year anyone Marc Andreessen 54Benedict Evans 41Frank Chen 31Erin Price-Wright 31Qasar Younis 28Ben Horowitz 23Steven Sinofsky 18Sonal Chokshi 16James Beshara 12Chris Dixon 11

Verbatim, from the transcripts: the passages where Tesla comes up

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Why AI Demand Is Outrunning Compute Supply Aug 31, 2026 · 5 mentions

  • ▶ 36:51 David George Like, I, I just have to think that that will get solved paired with the fact that we're going to have massive under supply.
  • ▶ 45:20 Gavin Baker You'll, you know, you can imagine, like, optimist robots, you know, um. 3 times in the scene
  • ▶ 56:26 Gavin Baker You know, the, you know, the, the, the Tesla cars, they're amazing.

Building a Company in Stealth | Travis Kalanick with a16z Jul 22, 2026 · 7 mentions

Why Physical AI Is the Next Frontier | The a16z Show Jul 21, 2026 · 21 mentions

  • ▶ 3:40 Marc Andreessen Self-driving cars, but it's kind of like, okay, there's like whatever, you know, there's, they're Tesla and Waymoor building their own self-driving cars, and then, and then there's like six or eight other car companies that matter, and…
  • ▶ 17:39 Qasar Younis You can see it most clearly with Tesla, but there's, uh, other folks.
  • ▶ 19:12 Marc Andreessen So, Cruise was a super high-flying Silicon Valley autonomy startup that was kind of running neck and neck with Tesla early on, and so forth, and, you know, very top-end team, and then they famously got bought by General Motors.
  • ▶ 29:14 Qasar Younis And it's because of Waymo and Tesla. 2 times in the scene
  • ▶ 33:34 Qasar Younis And I think you can call, I think Tesla, it's kind of like the AGI thing. 8 times in the scene
  • ▶ 34:09 Marc Andreessen And so, um, it actually turns out among the things Cybertrux are good at is they're, they're very good, uh, batteries. 3 times in the scene
  • ▶ 34:19 Marc Andreessen And as of last year or whatever, the FSD release, I forget the exact one, but there was one where it like, at least a lot of people thought it like really turned the corner. 3 times in the scene
  • ▶ 34:26 Marc Andreessen I talked to somebody yesterday, uh, talked to somebody yesterday who has a Model Y who let the, let the thing, let the thing do the
  • ▶ 35:01 Marc Andreessen So, um, uh, and then, you know, Tesla's rolling out their robotaxi, you know, is starting to show up in the, in the wild.

The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z Jun 8, 2026 · 1 mention

  • ▶ 26:35 Benedict Evans This is obviously the great tension point about Tesla, is that a car company was a technology company.

The Founders Who Left Tesla to Rebuild America | a16z May 13, 2026 · 11 mentions

  • ▶ 0:14 unnamed speaker You both came out of Tesla. 3 times in the scene
  • ▶ 7:49 unnamed speaker Um, you know, both of you spent a long time at Tesla. 4 times in the scene
  • ▶ 8:37 Drew Baglino EVs becoming more affordable, you know, uh, not just more affordable, but more omnipresence around us, uh, building the supercharging infrastructure, uh, to support those electric vehicles, and then working on grid storage.
  • ▶ 8:50 Drew Baglino I was responsible for, you know, the mega pack and scaling the energy business at Tesla.
  • ▶ 9:33 Drew Baglino I mean, I, I built the mega factory, uh, with my team.
  • ▶ 14:58 unnamed speaker Um, now you both, as I mentioned before, you both came out of Tesla.

Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z May 12, 2026 · 1 mention

  • ▶ 59:06 Lloyd Blankfein We took Tesla public before, at a time when, and this sounds like a quaint time, when companies didn't go public until they made money.

Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show Apr 7, 2026 · 1 mention

Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16z Mar 27, 2026 · 32 mentions

  • ▶ 0:03 Turner Caldwell I spent about a decade at Tesla and got to run around the battery supply chain. 3 times in the scene
  • ▶ 0:50 Erin Price-Wright As you know, I spend a lot of my time with founders building in the physical world, and one thing that keeps coming up, uh, is how many of them trained at Tesla and SpaceX. 2 times in the scene
  • ▶ 2:14 Turner Caldwell So, you know, I spent about a decade at, at Tesla and got to run around the battery supply chain. 2 times in the scene
  • ▶ 3:32 Erin Price-Wright So there's so much mythology around Tesla and SpaceX culture, maybe forgetting the buzzwords. 3 times in the scene
  • ▶ 6:13 Erin Price-Wright What lesson or experiences did you have, ah, in your previous roles, um, at Tesla and SpaceX that maybe directly changed an outcome or how you thought about things at Galadine and Mariana?
  • ▶ 9:24 Chandler Lujica Um, I think, I think chasing critical path and being a firefighter is something that SpaceX and I would assume Tesla engineers do.
  • ▶ 11:56 Erin Price-Wright Maybe in terms of like practical or tactical advice, like what are, what is a specific process or rhythm that you've brought from Tesla and SpaceX into your companies?
  • ▶ 18:24 Erin Price-Wright Both Tesla and SpaceX are famous for, you know, all nighters, like a very intense work culture, long working hours, like really, these really hard deadlines where, you know, you're trying to do something in six months, which
  • ▶ 21:36 Erin Price-Wright So maybe flipping it, what principle from Tesla or SpaceX has not worked for you in your new companies or patterns that you maybe needed to unlearn that didn't apply either because of the domain or because of the size of the company or… 6 times in the scene
  • ▶ 24:07 Erin Price-Wright Both Tesla and SpaceX are famous for approaching every problem with this kind of factory mindset. 4 times in the scene
  • ▶ 32:21 Erin Price-Wright It's, um, one of the most obvious and talked about Tesla and SpaceX principles.
  • ▶ 37:54 Erin Price-Wright So something that both Tesla and SpaceX are pretty famous for is the caliber of talent that they're able to hire. 4 times in the scene
  • ▶ 44:30 Erin Price-Wright Uh, maybe wrapping up, um, given we're talking about hiring interns and, and young talent, both of you started your careers at Tesla and SpaceX, you know, relatively young. 3 times in the scene

Inside The $100M Bet on the Future of Space | Northwood CEO on a16z Mar 23, 2026 · 2 mentions

Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson Feb 11, 2026 · 1 mention

  • ▶ 22:11 Chris Lyons Just, you know, doing RC racing, and, and he, he eat, sleep, and breathed this, and used to work at, at Tesla, and so knew the, the opportunity around autonomy, uh, and, and really kind of creating that opportunity, and so, you know,…

“How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley Dec 17, 2025 · 7 mentions

  • ▶ 6:12 Ben Horowitz Yeah, yeah, no, I mean, like a big thing in Vegas that we're doing is trying to kind of, ah, you know, with Flock Safety and with some of the other technology we bought, and the Cybertrucks and so forth, is to try and improve the image for… 6 times in the scene
  • ▶ 6:50 Garrett Langley And it's funny because my, uh, parents' hometown, where they still live, uh, this is maybe like six years ago, bought four Teslas for their fleet.

The Unicorn Founder Who Delegated Everything. Dec 10, 2025 · 2 mentions

  • ▶ 3:24 Jonathan Swanson Yeah, I mean, it's a moving target, obviously, is gonna get increasingly more capable, and our view is it's like self-driving cars, where it's not self-driving overnight, it's you drive the Tesla at first,
  • ▶ 54:39 Jonathan Swanson And, you know, just as, when you get into a Tesla, uh,

The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm Nov 26, 2025 · 2 mentions

  • ▶ 32:26 Ben Horowitz Elon, you know, Elon was, came along for what, how long, when did he start Tesla, early 2000, and you know, had been going and going and going, and then like, when the car comes out and is awesome, everybody is just like sitting there…
  • ▶ 41:53 Ben Horowitz Is it Tesla or is it Elon?

Robinhood CEO: Making Everyone An Owner Nov 21, 2025 · 4 mentions

  • ▶ 37:47 Alex Rampell Because, I mean, to your point, you have this virtuous cycle where it's like, how many people, um, that bought Tesla stock 2 times in the scene
  • ▶ 50:43 Alex Rampell Uh, would you give Elon Musk a deposit bonus if he put all of his Tesla stock on Robinhood?
  • ▶ 1:00:13 Vlad Tenev They think, okay, I'm pretty sure Tesla is going to blow out, for example, blow out their deliveries in a given quarter.

Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It) Nov 19, 2025 · 2 mentions

  • ▶ 35:42 Katherine Boyle Uh, how, how Elon built across Tesla and SpaceX.
  • ▶ 56:44 Marc Andreessen Um, and, and I think those jobs, and by the way, you can see this, if you visit a Tesla, you know, you go visit a Tesla factory today, you know, you see this in action.

"Is there an AI bubble?” Gavin Baker and David George Oct 30, 2025 · 3 mentions

  • ▶ 30:13 Gavin Baker Yeah, very real, and it's gonna be Tesla versus the Chinese in the same way it's Tesla versus the Chinese in, in, uh, cars.
  • ▶ 30:27 Gavin Baker I mean, you can, you can all watch the Optimus videos, um, 2 times in the scene

Keith Rabois: Israel, OpenAI, Opendoor, and DOGE Oct 16, 2025 · 1 mention

  • ▶ 34:55 Keith Rabois Carvana has mastered this applied to automotive, which for a normal American, there's actually, sometimes people are like, oh, there's nothing like in common between autos and homes, but that's often very wealthy people who have like a…

Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question Oct 14, 2025 · 1 mention

  • ▶ 54:51 Nathan Labenz Over at Tesla, over at SpaceX, like, we're solving hard engineering problems on a daily basis, and they seem to be never-ending.

Opendoor CEO: Building the Amazon for Homes Oct 7, 2025 · 3 mentions

  • ▶ 27:05 Kaz (Kaz Nejatian) Honestly, like, if you look at, like, how cars were sold, basically till Tesla, everyone had a dealer network. 3 times in the scene

The Lawyerly Society vs. The Engineering State: Who Owns the Future? Oct 6, 2025 · 2 mentions

  • ▶ 37:17 Dan Wang So, um, China realized that it was so far behind the technological frontier, it couldn't possibly produce anything like game consoles or memory chips that Japan had already been really good at, and so, um, China was really welcoming of… 2 times in the scene

Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China Sep 22, 2025 · 1 mention

  • ▶ 29:05 Dylan Patel Like, he's like, yeah, humanoid robots are why Tesla's worth more than 10 trillion.

Is Non-Consensus Investing Overrated? Sep 4, 2025 · 1 mention

Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization Aug 18, 2025 · 4 mentions

  • ▶ 31:02 Dylan Patel Dojo runs certain, you know, Tesla's Dojo would run certain types of models way better than NVIDIA's chips because they're optimized to that.
  • ▶ 31:02 Dylan Patel Dojo runs certain, you know, Tesla's Dojo would run certain types of models way better than NVIDIA's chips because they're optimized to that. 2 times in the scene
  • ▶ 1:05:20 Dylan Patel and I think like RoboTaxi starting to look good actually again, like

Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech Aug 8, 2025 · 1 mention

  • ▶ 10:48 Steven Sinofsky Like, what is, like, do you count Optimus in the line, the share of robot vacuum cleaners, or is it only the spinning ones that cats sit on top of the dock in your living room corner?

Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future Aug 5, 2025 · 1 mention

  • ▶ 20:22 Marc Andreessen And then what's gonna happen, you, you've all probably seen, you know, Elon has this Optimus robot that he's building, um, these human robots.

Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future Aug 1, 2025 · 1 mention

Balaji Srinivasan: How AI Will Change Politics, War, and Money Jul 28, 2025 · 1 mention

  • ▶ 54:04 Balaji Srinivasan And, you know, maybe it's something where, what we actually need is something like Elon's, you know, billion miles of Tesla driving.

The U.S. Can’t Build AI Without These Materials Jul 23, 2025 · 12 mentions

  • ▶ 6:55 unnamed speaker Um, I did not act on that urge, um, and instead started at Tesla roughly 10 years ago now.
  • ▶ 9:55 Ryan McEntush Something I found interesting about Tesla, especially early days working with Panasonic, that a lot of the, the know-how, the, the process knowledge came from Asia. 6 times in the scene
  • ▶ 12:47 Ryan McEntush When you're at Tesla and looking at and developing relationships, all these global mining companies, as Tesla was scaling and looking for suppliers, like what were some of the, the key issues that you noticed in, from a market perspective? 2 times in the scene
  • ▶ 15:51 Erin Price-Wright Why did you leave Tesla to build Mariana? 2 times in the scene
  • ▶ 41:58 Ryan McEntush Like, to what Steph Turner's been talking about is like, now we have technology that can actually go and disrupt this, but also as a talent base, people coming from companies like Tesla, SpaceX, Andrel, other sort of hard tech companies…

Former Microsoft Executive on Apple’s Hidden China Problem Jun 18, 2025 · 3 mentions

  • ▶ 12:56 Erik Torenberg China's sort of manufacturing economy and, and introduced the, the level of talent and, and knowledge, or, or sort of taught China, um, not just how to build phones, but that same sort of knowledge then led, uh, then to build, uh, help…
  • ▶ 37:41 Steven Sinofsky Tesla doesn't have, didn't have to do a joint venture, which is sort of the modern thing, just like Apple, where
  • ▶ 51:45 Steven Sinofsky You know, what they've done with BYD and Tesla,

Marc Andreessen Reveals His Biggest Wins and Mistakes at a16z Jun 2, 2025 · 1 mention

  • ▶ 15:13 Marc Andreessen You know, 2010, 22,009, 20 10 was kind of the pivot we now know, which was, you know, the rise of Uber and Lyft, the rise of Airbnb, the rise of Tesla, the rise of SpaceX.

Modernizing Warfare and Beyond May 6, 2025 · 3 mentions

  • ▶ 9:22 Qasar Younis No, if you're buying a car, you think about, hey, Tesla has this great software, has FSD on my phone.
  • ▶ 9:22 Qasar Younis No, if you're buying a car, you think about, hey, Tesla has this great software, has FSD on my phone.
  • ▶ 21:02 Qasar Younis Uh, you know, tens of hours of videos, thousands of pages of notes, and the short version of it is they've essentially found somewhere between a Tesla and a Waymo in terms of autonomy, but what you're seeing is like true innovation.

How to Enable a Manufacturing Renaissance May 1, 2025 · 1 mention

  • ▶ 2:09 Chris Power So we enable all of our customers to go a lot faster and a lot cheaper, and at a price point where we can onshore, um, both in our facilities in LA and across the country now, as well as dedicated facilities for the federal government or…

How Andreessen Horowitz Disrupted VC & What’s Coming Next Apr 29, 2025 · 2 mentions

Mobilizing the American Industrial Base Apr 23, 2025 · 1 mention

  • ▶ 11:12 Shyam Sankar So we're talking about people who grew up directly or indirectly in the school of Tesla and SpaceX,

Ben Horowitz on Leadership and Culture Apr 23, 2025 · 2 mentions

  • ▶ 21:27 Ben Horowitz If I have, ah, a Powerwall, and I have too much energy in it, and I wanna sell it to David, how does my Powerwall sell David energy? 2 times in the scene

Autonomy is no longer a moonshot—it’s a market Apr 14, 2025 · 13 mentions

  • ▶ 5:00 Qasar Younis And then you have the Tesla approach, which is, there is a driver in the seat. 7 times in the scene
  • ▶ 5:31 Qasar Younis People will pay for Tesla FSD, and... 3 times in the scene
  • ▶ 7:57 Erin Price-Wright U.S. auto manufacturers, like, how, are they gonna look more like Waymo or more like Tesla? 2 times in the scene
  • ▶ 28:07 Qasar Younis Those companies are, you take a Tesla in this example, Elon knows software.

Why American Dynamism Is Just Getting Started Mar 17, 2025 · 3 mentions

  • ▶ 3:14 David Ulevitch (Dee) People watched what happened with, with, with Tesla, where, you know, they remember it started with the Roadster, but then all of a sudden it became commonplace, and there was a supercharging network that was created.
  • ▶ 3:14 David Ulevitch (Dee) People watched what happened with, with, with Tesla, where, you know, they remember it started with the Roadster, but then all of a sudden it became commonplace, and there was a supercharging network that was created.
  • ▶ 3:14 David Ulevitch (Dee) People watched what happened with, with, with Tesla, where, you know, they remember it started with the Roadster, but then all of a sudden it became commonplace, and there was a supercharging network that was created.

Who Will Own the Internet? a16z’s Chris Dixon on AI and Crypto Feb 20, 2025 · 1 mention

  • ▶ 13:28 Chris Dixon And, um, you know, the sort of her style kind of stuff, self-driving cars, you have Tesla and a bunch of other companies doing, you know, human, humanoid robotics.

Virtual Worlds Mean Real Business: How Games Power the Future Dec 25, 2024 · 2 mentions

  • ▶ 8:25 unnamed speaker Andrel, Tesla, BMW.
  • ▶ 10:53 unnamed speaker A company like Android or Tesla.

Jobs of the Future: Where Hardware Meets Software Dec 12, 2024 · 1 mention

  • ▶ 3:12 Erin Price-Wright There's definitely a spectrum, and I would frankly really credit Elon Musk, both from the SpaceX and Tesla perspective, with a lot for really training up engineers that have fluency in hardware and software.

Trump is About to Change Everything For Tech Startups Nov 12, 2024 · 1 mention

  • ▶ 43:57 Ben Horowitz So there, there, there's many, many, many things that we can do on climate from, you know, Elon's done a great job with battery walls and, um, solar.

AI, Robotics & the New Global Arms Race Oct 29, 2024 · 3 mentions

Truth Terminal - The AI Bot That Became a Crypto Millionaire Oct 22, 2024 · 1 mention

Implementation, Data, Impact of Healthcare AI with Julie and Vijay Sep 5, 2024 · 1 mention

  • ▶ 21:19 Vijay Pande You can take another page out of self-driving cars where, you know, Tesla has people driving around, uh, and they're essentially training the AI.

Mark Casey (Capital Group): Public Market and Macro Perspectives Jul 23, 2024 · 1 mention

Marc Andreessen & Andrew Chen Talk Creative Computers Jun 19, 2024 · 2 mentions

  • ▶ 27:50 Marc Andreessen And then there was another case where the GM dealership put up a sales chat bot, uh, and it talked the customer to buying a Tesla. 2 times in the scene

AI, Robotics & the Future of Manufacturing May 16, 2024 · 1 mention

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