Tesla, every mention

21 scenes (2021), the whole family · ← back to Tesla

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

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▶ 23:43 Packy McCormick I think I bought Tesla during that summer at like 19 or 29 dollars and sold it.

▶ 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.

▶ 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.

▶ 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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