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UBS

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 3, 2018 by Frank Chen · said 4 times in 3 episodes since 2018 · across every show →

Mentions by year

brought up most by Frank Chen (3), Tony James (1)

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2026 1 mention in 1 episode
2018 3 mentions in 2 episodes 2 per episode

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Everything said about UBS, oldest first

Feb 3, 2018 neutral
Assertion Supported
UBS teardown: LG accounted for 56% of the 2017 Chevy Bolt's cost
“As a concrete example of that, UBS tore down a 2017 Chevy Bolt and found that a full 56% of the cost of the Bolt is going to LG”
Frank Chen Feb 3, 2018 ▶ 8:04 The Autonomy Ecosystem: The Value Chain (3 of 8)
Feb 3, 2018 neutral
Prediction Not checkable as stated
Chen: Full EV transition requires 14 to 27 Tesla-sized Gigafactories
“UBS ran the numbers, and they think that depending on how quickly adoption happens, anywhere between sort of 14 and 27 of the Tesla-sized gigafactories would be enough to produce batteries for all of the world's electric vehicles. In aggregate, this would be s…”
Frank Chen Feb 3, 2018 ▶ 8:36 The Autonomy Ecosystem: Energy (4 of 8)
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