Tesla, every mention
41 scenes (2025), the whole family · ← back to Tesla
tap a year for its mentions
every year 2025 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
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.