Tesla, every mention
175 scenes, the whole family · ← back to Tesla
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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
Amazon.com · Acquired
- ▶ 3:05:12 David Rosenthal They need the largesse of just like their future hardware startup Tesla, the largesse of a wealthy person who might want to see this happen.
- ▶ 3:07:27 David Rosenthal That literally leads to Tesla.
- ▶ 3:09:34 David Rosenthal So Jeff calls Martin back up, but they've already started Tesla at this point.
- ▶ 3:17:40 David Rosenthal Or is it more like another great company, Tesla?
- ▶ 3:17:43 David Rosenthal Specifically in the early days of Tesla, that was a very highly path dependent situation.
- ▶ 3:17:56 David Rosenthal The Tesla or SpaceX wasn't gonna make it.
- ▶ 3:18:00 David Rosenthal Now, of course, that makes Tesla and SpaceX sound bad, but resilience is not alone enough to tell if something is a good investment.
- ▶ 3:18:10 David Rosenthal The other dimension you want to pay attention to is optionality, and obviously early Tesla, early SpaceX had huge optionality associated with them, and
- ▶ 4:04:03 Ben Gilbert Tesla, it worked.
Walmart · Acquired
- ▶ 2:14:52 David Rosenthal Or is it more like a, say, a Tesla in the early days, which was highly path-dependent, and like a million little things could have completely derailed the company?
- ▶ 2:15:06 Ben Gilbert Obviously, early Tesla shares
- ▶ 2:15:21 Ben Gilbert A million little things could have derailed Tesla, but would the payoff have been worth the risk if the narrow set of outcomes where things worked perfectly actually happened?
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 30:12 Ben Gilbert And an extreme example that, ah, I always think of about this comes from a conversation that I had right here at Capital Camp last year, ah, with Michael Mobison, which was, if you looked at Tesla's
- ▶ 30:24 Ben Gilbert Market cap in 2020, you would say that there's no way they're worth that, and that would be a very reasonable thing to say.
- ▶ 30:32 Ben Gilbert But what they definitely did do is use that share price to sell new shares, ah, at very little dilution, and raise over ten billion dollars of cash to the balance sheet that year.
- ▶ 30:44 Ben Gilbert So whatever you thought they were worth, they're definitely worth more now because they have a fresh ten billion dollars in cash
- ▶ 30:50 Ben Gilbert And they know how to use it.
- ▶ 34:46 David Rosenthal Amazon, Microsoft, Apple, Tesla, McKinsey, Uber, Twitter, Ford, Stripe, Starbucks, Fidelity, Convoy, Modern Treasury.
American Dynamism (with Katherine Boyle) · Acquired
- ▶ 50:15 David Rosenthal Amazon, Microsoft, Apple, Tesla, McKinsey, Uber, Twitter, Autodesk.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 37:12 David Rosenthal Uh, it did, though, the Tegra system, it is still around, sort of, to this day, it powered the original Tesla Model S touchscreen.
- ▶ 37:22 David Rosenthal So, like, before any of the autopilot autonomous driving stuff, they were the processor powering just the infotainment, the touchscreen infotainment in the Model S.
- ▶ 37:22 David Rosenthal So, like, before any of the autopilot autonomous driving stuff, they were the processor powering just the infotainment, the touchscreen infotainment in the Model S.
- ▶ 1:07:22 David Rosenthal You know, Tesla has announced making their own hardware.
- ▶ 1:07:25 David Rosenthal They're certainly doing it for the on the car, the inference stuff, like the full self-driving computer on Teslas.
- ▶ 1:07:32 David Rosenthal They now make those chips themselves.
- ▶ 1:07:34 David Rosenthal The Tesla dojo, which is the training center that they announced.
- ▶ 1:07:38 David Rosenthal They announced they were also going to make their own silicon for that.
- ▶ 1:07:40 David Rosenthal They actually haven't done it yet, so they're still using NVIDIA chips for their training.
- ▶ 1:07:45 David Rosenthal The current compute cluster that they have that they're still using, I want to say I did the math and like assumed some pricing.
- ▶ 1:07:54 David Rosenthal I think they spent between 50 and a hundred million dollars that they paid NVIDIA for all of the compute in that cluster.
- ▶ 1:11:53 David Rosenthal That's awesome because of course these data centers, that's the other thing about, you know, customers like that Tesla example I gave.
- ▶ 1:37:26 Ben Gilbert And the only company that's really been successful has been Tesla at starting, like, a completely new car company.
- ▶ 1:44:15 David Rosenthal The Teslas, the Googles, the Facebooks, the Amazons, the Apples, and not just paying them a lot of money and getting, you know,
- ▶ 1:44:57 Ben Gilbert Tesla's switching.
- ▶ 1:44:59 Ben Gilbert Hasn't happened yet, but switching the, to their own for the full self-driving.
- ▶ 1:48:37 David Rosenthal It's not so easy, you know, like, yeah, Facebook and Tesla and Google and Amazon and Apple are capable of doing a lot, but we just told this whole story.
Altimeter (with Brad Gerstner) · Acquired
- ▶ 1:42:18 Brad Gerstner And make sure that every child in this country owns their tiny little slice of Apple, of Walmart, of Tesla, of the future SpaceX, right?
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 2:40 David Rosenthal You might say it's the Tesla bot of old, the precursor.
- ▶ 2:14:51 David Rosenthal You are not gonna do that as well as Tesla.
- ▶ 3:00:29 David Rosenthal Finally, took delivery of the Model Three that I ordered months ago.
- ▶ 3:00:39 David Rosenthal It's just like, ah, you know, we test drove the, um, the Polestar, Volvo's, uh, electric Model Three competitor, and we looked at a few other things, and
- ▶ 3:00:55 David Rosenthal I feel like the Tesla brand and the experience and all about it is just like Sony back in the nineties.
- ▶ 3:01:02 David Rosenthal We haven't noticed any panel gaps or anything on, on our model three.
- ▶ 3:01:18 David Rosenthal Text on my phone with the notification to go in the Tesla app, finish up my paperwork.
Peloton - the entire history and strategy behind America's trendiest workout · Acquired
- ▶ 1:55:50 David Rosenthal The only very strong counterpoint I can think of is Tesla.
- ▶ 1:55:55 David Rosenthal And, um, lots of different dynamics there, but, you know, if you just look at what Tesla has done with, in many ways, a very, uh, resonant, uh, strategist, a similar, you know, harmonizing strategy with Peloton of like, start with the…
- ▶ 1:56:19 David Rosenthal Over the past several years, you know, it was not that long, uh, after Peloton was started that the Model S came out and like, what has Tesla done with their brand strategy and their pricing and their marketing and their position within…
- ▶ 1:56:19 David Rosenthal Over the past several years, you know, it was not that long, uh, after Peloton was started that the Model S came out and like, what has Tesla done with their brand strategy and their pricing and their marketing and their position within…
- ▶ 1:56:19 David Rosenthal Over the past several years, you know, it was not that long, uh, after Peloton was started that the Model S came out and like, what has Tesla done with their brand strategy and their pricing and their marketing and their position within…
- ▶ 1:56:44 David Rosenthal Brand and, you know, and then the model three, which was affordable, but it was like, it was still, it's still aspirational, right?
- ▶ 1:56:56 David Rosenthal Um, you know, the autopilot launch, like just the Tesla has executed incredibly well and incredibly strategically through again, different, but resonant market dynamics.
- ▶ 1:56:56 David Rosenthal Um, you know, the autopilot launch, like just the Tesla has executed incredibly well and incredibly strategically through again, different, but resonant market dynamics.
Taylor Swift (Acquired’s Version) · Acquired
- ▶ 28:55 David Rosenthal Well, what this makes me think of is like the auto industry and Tesla, right?
- ▶ 29:00 David Rosenthal Like before Tesla, it wasn't like cool to be a, at least in Silicon Valley, to be like a car person anymore.
FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired
- ▶ 1:39:26 Ben Gilbert Like I can go buy Tesla stock ish.
Not Boring (with Packy McCormick) - Extended Cut · Acquired
- ▶ 23:43 Packy McCormick I think I bought Tesla during that summer at like 19 or 29 dollars and sold it.
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 26:19 Brinton Johns Um, but there are other predictions, like we think EVs are gonna, uh, dominate the world, and Tesla's gonna be the power law winner inside of EVs.
- ▶ 42:56 John Bathgate Tesla.
- ▶ 42:57 John Bathgate Like, I don't think that we have super high conviction that Tesla's going to power a lot of the, the EV market, but is there some probability where they do that and it's, you know, worth, you know, multiples of what it is today?
- ▶ 57:52 John Bathgate And so that's a classic example where like, you know, there is some version of the metaverse where, where it's, it's a massive platform.
- ▶ 1:24:20 Brinton Johns You know, we see this with Tesla as well, vertically integrated.
- ▶ 1:24:33 David Rosenthal Oh, man, MKBHD just did this awesome, uh, um, did you see this, Ben, or are you guys, uh, uh, thousand mile road trip with a Tesla, uh, a Ford Mach-E Mustang, and a gas car, and, uh, it was just, like, amazing.
- ▶ 1:25:14 David Rosenthal So then we like got stranded and then like, you know, and then, and the Tesla's like, yeah, we were half an hour shorter on the trip than the gas car.
Standard Oil Part II (Extended Cut) · Acquired
- ▶ 55:04 David Rosenthal That's a nice Tesla like move there.
- ▶ 2:29:57 David Rosenthal Back a few years ago, uh, who, uh, his, his group covered Tesla, and he was telling me about, uh, the, the four 20 day, the day that Elon tweeted funding secured, and just the mass chaos that that unleashed on Wall Street, because like,…
- ▶ 2:37:14 David Rosenthal We gotta do like a Tesla part two.
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- ▶ 44:12 Ben Gilbert So for fun, let's look at Tesla and, and say, like, when the margin of safety is as narrow as it's ever been in making an investment in any asset, because multiples based on any aspect of a business are at all-time highs, uh, how,
- ▶ 44:40 Michael Mauboussin And by the way, not surprisingly, Tesla has been a company we've analyzed in our class a bunch of times.
- ▶ 44:52 Michael Mauboussin And Tesla has been one that's been sort of a perennial one for many of the reasons you just described, Ben, um, sort of the head scratching component.
- ▶ 45:04 Michael Mauboussin And by the way, Tesla is another example of sort of this optionality, you know, are there things that they're doing that are not visible?
- ▶ 45:14 Michael Mauboussin The other thing I'll say about Tesla, which is, um, you know, we have a bit about this in the book, but the idea has been around for a very long time is this concept of reflexivity.
- ▶ 45:54 Michael Mauboussin so I think that it was not too many years ago that, that Tesla was sort of skating on thin ice in terms of finances and so forth.
- ▶ 46:01 Michael Mauboussin And then as a stock took on a life of its own, the stock went up a lot that allowed them to raise capital and get themselves on much stronger footing.
- ▶ 46:08 Michael Mauboussin And then that, that buys them time, buys them runway to do other stuff.
- ▶ 1:27:40 Ben Gilbert Is Tesla one of the top 10 most valuable companies in the world?
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