Tesla, every mention
175 scenes, the whole family · ← back to Tesla
tap a year for its mentions
every year anyone David Rosenthal 93Ben Gilbert 46Doug DeMuro 13Michael Mauboussin 7David Senra 4John Bathgate 3Jason Calacanis 2Brinton Johns 2Steve Ballmer 1Packy McCormick 1
Verbatim, from the transcripts: the passages where Tesla comes up
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 12:53 Ben Gilbert In fact, the first, uh, Tesla roadster was based on a Lotus Elise chassis.
- ▶ 12:53 Ben Gilbert In fact, the first, uh, Tesla roadster was based on a Lotus Elise chassis.
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 37:08 Ben Gilbert We started broadening with the Tesla episode in, like, twenty-nineteen, maybe, 18.
- ▶ 2:02:13 Michael Lewis But Tesla and NVIDIA and, and, and Microsoft and Google and they, people don't really get them explained to them.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 6:39 David Rosenthal Ilya Sitzkever, founding chief scientist of OpenAI, who along with Jeff Hinton and Alex Korczewski had done the seminal AI work on AlexNet and just published that a few years before all three of them were Google employees, as was Dario…
- ▶ 54:07 David Rosenthal Wait, well, it can't be Tesla, because Tesla is older than that.
- ▶ 1:02:07 Ben Gilbert In a weird way, it sort of leads to Tesla self-driving, too, with Karpathy.
- ▶ 1:13:18 David Rosenthal Also, in the intervening months to year after this meeting between Demis and Elon and Elon investing in DeepMind, Elon also starts to get really, really excited and convinced about the capabilities of AI in the near term, and specifically…
- ▶ 1:14:09 David Rosenthal That sounds like it would be a pretty good idea for Tesla.
- ▶ 1:14:12 David Rosenthal So, Elon starts trying to recruit as many AI researchers as he possibly can and machine vision and machine learning experts into Tesla.
- ▶ 1:14:52 David Rosenthal So Elon's excitement channeled initially through DeepMind and Demis about AI and AI for Tesla starts ratcheting up big time.
- ▶ 1:18:26 David Rosenthal He immediately calls up Demis and says, I will buy the company right now with Tesla stock.
- ▶ 1:18:35 David Rosenthal Tesla's market cap is about twenty billion dollars.
- ▶ 1:18:39 David Rosenthal So, Tesla stock from then to today is about a 70 x run up.
- ▶ 1:18:52 David Rosenthal But to your point, they have the same issues with Elon and Tesla that they had with Mark.
- ▶ 1:18:59 David Rosenthal Elon wants them to come in and work on autonomous driving for Tesla.
- ▶ 1:31:36 David Rosenthal Wanted to bring DeepMind into his own AI team at Tesla and gone out from under him.
- ▶ 2:04:29 David Rosenthal Meanwhile, I'm here building SpaceX and Tesla.
- ▶ 2:04:33 David Rosenthal Self-driving is becoming more and more clear as critical to the future of Tesla.
- ▶ 2:04:38 David Rosenthal I need AI researchers here, and I need great AI advancements to come out to help what we're doing at Tesla.
- ▶ 2:04:56 David Rosenthal I'm happy to take full control of OpenAI and we can merge this into Tesla.
- ▶ 2:05:02 David Rosenthal I don't even know how that would be possible to merge a nonprofit into Tesla.
- ▶ 2:55:09 Ben Gilbert He proposed, oh, let's just go buy Tesla, and that'll be our starting place, and then we'll just put all of our self-driving equipment on all the cars.
- ▶ 2:55:16 Ben Gilbert David, do you know what it would have cost to buy Tesla at the time?
- ▶ 2:55:19 David Rosenthal I think at the time that negotiations were taking place between Elon and Larry and Google, this was in the depths of the Model S production scaling woes.
- ▶ 2:55:32 David Rosenthal I think Google could have bought the company for five billion dollars.
- ▶ 3:01:48 Ben Gilbert This is obviously way more expensive of a solution than what Tesla is just doing with cameras, but Waymo's party line is they believe it is the only path to full autonomy to hit the safety bar and regulatory bar that they're aiming for.
- ▶ 3:02:07 David Rosenthal Yeah, and look, as a regular user of both products, you know, happy owner and driver of a Model Y in addition to regular Weibo user,
- ▶ 3:02:15 David Rosenthal At least with the current instantiation of full self-driving on my Tesla, vastly different products.
- ▶ 3:02:15 David Rosenthal At least with the current instantiation of full self-driving on my Tesla, vastly different products.
- ▶ 3:02:22 David Rosenthal Full self-driving on my Model Y is great.
- ▶ 3:02:22 David Rosenthal Full self-driving on my Model Y is great.
- ▶ 3:02:40 Ben Gilbert I think I trust my Model Y FSD more than you do, but I get what you're saying.
- ▶ 3:02:40 Ben Gilbert I think I trust my Model Y FSD more than you do, but I get what you're saying.
- ▶ 3:02:44 Ben Gilbert And frankly, regulatorily, you are required to still pay attention in Tesla and not in the Waymo.
- ▶ 3:04:48 Ben Gilbert One total market size thing you could do is try to sum the entire automaker market cap today, and that would be two and a half trillion globally, if you include Tesla, or 1.3 trillion without.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 3:40:05 David Rosenthal His collaborator on the AlexNet paper, Ilya Sutskiver, founding scientist of OpenAI, Dario Amadei, co-founder with his sister of Anthropic, Andre Karpathy, until recently chief AI scientist at Tesla, Chris Ola, Noam Shazir, Ian Goodfellow,…
The Steve Ballmer Interview · Acquired
- ▶ 1:15:29 Steve Ballmer You know, I think Tesla gets good at certain things in software because it is a different form of mobile.
Rolex (Audio) · Acquired
- ▶ 4:39:44 David Rosenthal You know how, uh, car manufacturers, except for Tesla, have CarPlay and Android Auto?
TSMC · Acquired
- ▶ 1:06:35 David Rosenthal Tesla.
- ▶ 1:37:26 Ben Gilbert And we should say, we should clarify too, I think Tesla uses Samsung.
- ▶ 1:48:48 David Rosenthal You think Tesla doesn't want the leading edge?
- ▶ 2:04:07 David Rosenthal Yeah, the Numi plant that's now the Tesla plant in Fremont.
Mars Inc. - The Chocolate Story (Audio) · Acquired
- ▶ 3:45:23 Ben Gilbert Alright, my second one, I think a while ago I mentioned I got a Tesla Model Y, which is just an awesome car.
- ▶ 3:46:14 David Rosenthal It is wild how different Tesla is from other car companies.
- ▶ 3:46:18 David Rosenthal The Model Y is the best family vehicle ever created by mankind.
IKEA (Audio) · Acquired
- ▶ 44:30 David Rosenthal I think Tesla does this today, or has done it for a while.
- ▶ 3:12:59 Ben Gilbert In some ways, that's what Tesla is aiming to be.
- ▶ 3:13:17 Ben Gilbert But everything about Tesla is rate manufacturing, drive prices as low as you can,
- ▶ 3:13:23 Ben Gilbert They don't sell through anything else.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 4:43:07 Ben Gilbert Sticking with this theme of staying incredibly basic and predictable, the Tesla Model Y is an awesome car.
- ▶ 4:43:35 David Rosenthal And had you needed to charge it, there'd be a supercharger network.
- ▶ 4:43:53 Ben Gilbert I get it, Tesla people.
Renaissance Technologies (Audio) · Acquired
- ▶ 2:41:30 Ben Gilbert Tesla stock and wheat futures.
Charlie Munger (Audio) · Acquired
- ▶ 54:25 David Rosenthal More than Tesla, right?
- ▶ 57:08 David Rosenthal How would you compare him and BYD to Elon and Tesla?
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 9:38 Doug DeMuro There was a review of the Tesla Model X, which was kind of early in that
- ▶ 9:45 Doug DeMuro It was like, like the title is like, here's why the Tesla model X is awful.
- ▶ 29:33 Doug DeMuro Tesla's direct sales model makes it easier to kind of screw with pricing throughout the year, but the automakers don't have that luxury quite as much.
- ▶ 51:29 David Rosenthal but oh, Tesla, it's an iPhone on wheels, but forget Tesla.
- ▶ 51:39 David Rosenthal So we have, we have a model three, uh, and we have a.
- ▶ 52:02 Doug DeMuro I think the model three is kind of the preview of where cars are going to go in the future.
- ▶ 52:14 Doug DeMuro What really is coming though, what the Tesla has really pioneered is the technology in cars.
- ▶ 52:50 Doug DeMuro Like Tesla has the, like a drawing pad and video games.
- ▶ 56:06 David Rosenthal I mean, I only, I've only driven the model three, but I fully expect that every other electric car drives exactly the same, pretty much, uh, to get something different, you have to go special.
- ▶ 59:04 Doug DeMuro And I remember when Tesla announced they were going to do that and then totally by the wayside.
- ▶ 1:00:31 Doug DeMuro All my neighbors have, neighbors have Teslas and EV sixes and all that.
- ▶ 1:00:43 Doug DeMuro And it's still a thing where your neighbor gets a Tesla and everybody's like, Whoa.
- ▶ 1:00:54 Ben Gilbert Which is so funny because the model three is like the new Prius.
- ▶ 1:00:59 Ben Gilbert This notion of like, ooh, you got a Tesla.
- ▶ 1:01:11 Doug DeMuro I'm like, it's like a Honda Accord.
- ▶ 1:01:15 Doug DeMuro Like, the Model Y outsold the Honda Accord last year, the year before.
- ▶ 1:01:35 Ben Gilbert You get any new taxi in the last two years, and it's a Model Three.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 27:12 Ben Gilbert So in 2015, Andre Karpathy, who was then at OpenAI and went on to lead AI for Tesla and is actually now back at OpenAI, writes this seminal blog post called The Unreasonable Effectiveness of Neural Networks.
Nike (Audio) · Acquired
- ▶ 3:31:04 Ben Gilbert You can't wear certain types of shoes that have ill-defined rules, and so Nike stages this event with their shoes that provably make you four percent faster than you've ever been before, and they drive a Tesla with a laser and a whole…
Porsche (with Doug DeMuro) · Acquired
- ▶ 37:56 Ben Gilbert Doug, the way the value chain evolved for selling cars, there's this very clear delineation, in the U.S. at least, until Tesla, of separating the dealership from the manufacturer.
- ▶ 2:35:46 David Rosenthal I guess the, the Tesla Model S came out 2013, 20 12.
- ▶ 2:50:38 Doug DeMuro Uh, it's, I'm Model Three.
- ▶ 2:59:05 Ben Gilbert You could imagine at some point Tesla's a heritage brand.
- ▶ 3:07:55 David Rosenthal The broader universe of BMW, Mercedes, all the Japanese brands, Tesla, et cetera, um, in America, Ford, you know, all the Ford brands, the Chevy brands.
- ▶ 3:16:58 Doug DeMuro And like, did you see that the thing that went viral, like on Twitter and elsewhere of the Tesla that was on like 20 foot tall wagon wheels?
Lockheed Martin (Audio) · Acquired
- ▶ 1:07:55 David Rosenthal It's Tesla's landlord today.
- ▶ 2:29:37 Ben Gilbert I mean, it's a Tesla, basically.
- ▶ 3:35:31 Ben Gilbert They make effectively the Tesla of lawnmowers, and growing up, I had, like, a big gas lawnmower, and you'd, like, pull a cord to start it, and it was loud, and it was smelly, and it was dirty, and it was, like, gas, and these are…
Spotify CEO Daniel Ek · Acquired
Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
- ▶ 31:45 David Rosenthal Tesla full self-driving.
- ▶ 31:45 David Rosenthal Tesla full self-driving.
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 51:20 David Senra He was just about to release the Model S.
- ▶ 51:20 David Senra He had the Roadster.
- ▶ 51:25 David Senra They were in the factory building the Model S.
- ▶ 2:06:24 David Senra Mario, Tesla, in and out.
Holiday Special 2022 · Acquired
- ▶ 1:18:11 Ben Gilbert We haven't done any revisiting of Tesla.
Enron · Acquired
- ▶ 29:48 David Rosenthal It was the Tesla of the 19 eighties.
- ▶ 48:45 Ben Gilbert Like, if you bought Tesla at 20 dollars a share, and it's now worth 200 dollars a share, you should reflect that you have a gain, albeit an unrealized one.
- ▶ 49:10 Ben Gilbert Even though you haven't actually received the cash, you know, just because you haven't sold your Tesla shares, it doesn't mean that you don't have an unrealized gain, or just because the VC hasn't realized the liquidity event from that…
Qualcomm · Acquired
- ▶ 1:36:09 Ben Gilbert The stock would basically be Tesla stock.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 2:20:14 Jason Calacanis When Elon got the first P-one of the Roadster, he was like, I got it.
- ▶ 2:20:27 Jason Calacanis A spirited drive along Sunset Boulevard, and we did it like five times, and five out of five times, the Tesla just destroyed the Corvette, and I was like, I'm doing something wrong, and you know, then we switched cars, and we, and I was…
Amazon Web Services · Acquired
- ▶ 21:11 David Rosenthal Tesla founder Martin Eberhardt.
Amazon.com · Acquired
- ▶ 3:03:27 David Rosenthal Well, they would, uh, take the money that they made from this company and roll it into another little company that they would then start after this in 2003 called Tesla Motors.
page 1 of 2 · 100 scenes per page · newest episode first next →