Tesla

“We want to democratize sleep, so the way I always say is, imagine if we were Tesla, we are the Model S. There will be the roadster, so there will be something even better, but you will also see us coming out with the model X and Y and three.”

“They're the only other competitor to Waymo. With credibility.”

“It's the most incredible contribution I think anyone has ever made to humanity. It's not just the company that he's built, but the engineers that he's trained that have gone on to build other great companies. It's like I said, he's the greatest technologist of…”

“It's gonna be so pervasive that they're self-driving cars. Actually self-driving on all the roads instantly as soon as it's legal to do so.”

“Tesla, for example, is ingesting a billion events per second into ClickHouse.”

“Optimist will be the best selling. I think product.”

“Things like just basic breakthroughs in power electronics with Tesla and with battery energy systems all driving power electronics and inverters to record low cost levels now makes a system like this very affordable, whereas 10 years ago it would have been muc…”

“I think there's going to be more than two winners. Do I think Waymo and Tesla will ultimately be winners? Yes, I do. I don't know who, who's going to bet against either of those, but I think there will be more winners.”

“I think ultimately it's in both of their interests to put their vehicles on our network, even if they have their own robo taxi apps or their own one P apps, even if they work with our competitors on the rideshare side or on the delivery side. I think everyone …”

“If Tesla comes out with a roadster that has a SpaceX, it's like basically Merlin engine on it. Some type of SpaceX engine, there's probably 10,000 buyers for that car.”

“Nuclear has never had its Ford moment or its Tesla moment, if you want to put it that way.”

“Over a year or two, they could probably manufacture a million robo-taxis, and I think the technology is pretty much there.”

“If Tesla undergoes a change of control, essentially, if Tesla is acquired, the operational requirements disappear. You no longer have to hit a million robotaxis or a million optimists to unlock those new tranches of stock for Elon. If there's a change of contr…”

“If that figure reached 8.5 trillion, all 12 tranches Tronches could qualify, putting Musk in line for the full four hundred and twenty three million share award without Tesla ever having to accomplish many of the pay packages operational milestones.”

“So the piece there that's going to be explained probably in the next year or two is every single Tesla sold is going to have Starlink in it when they get that merger done. What that means is you're going to have wifi networks connecting any phone. To any Tesla…”

“Is the non-dilutive government funding that Musk got for Tesla from the Biden administration was huge.”

“So 5000 units were delivered from each unitary and adubot. By comparison, U.S. Companies, including Tesla and figure, shipped only a few hundred robots each, if that. China is also estimated to control about 85% of the global humanoid robotics market, and also…”

“Like, yeah, GM had the EV-one. There were a couple other companies that were sort of like testing things, but we'd probably be 10 years behind if he hadn't sort of like sheer force of willed that into existence.”

“Giving that little nugget to the world, starting to seed that idea, and I think it's almost, it has to happen, because these two companies, again, Tesla has a car business, SpaceX kind of has a space business, still has an internet satellite business, but they…”

“Every Cybertruck on the road can already export north of 11 kilowatts.”

“Tesla, you know, does have kind of an in-app process to participate in these programs. They're started in Texas. They're working with Pacific Gas and Electric in California to participate in their VDAX pilot program, and so I believe it is kind of a streamline…”

“Gwen was as driven as Elon, but in a nicer Way that helped the company keep moving forward and not just burn everyone out as they went but brilliant, brilliant. Knew where to focus, what to do, kept things going when Elon would go up and focus on Tesla, the bo…”

“And if you look at electric cars as an industry, no one except Tesla makes money on electric cars. And Tesla's margin is about 17%. So if Tesla was going through dealership, even they wouldn't make money.”

“The Model YL from Tesla. Is coming to the United States. It's now available in the United States and Puerto Rico. Deliveries are still a couple months out, but it's a three-row, six-seat configuration for the Model Y.”

“If the product is that special then I think it's probably got enough brand characteristics that it kind of functions as a logo. And so, for example, a Tesla car, like, can you take the Tesla logo off of a Tesla car? Sure. But like, you probably still know it's…”

“My view right now is you have to have the Tesla approach if you're an enterprise that is building AI infused capability, but you can't have the approach of traditional car manufacturers, which are trying to Take a little bit of AI and sort of AI washing their …”

“Both Tesla and SpaceX are the two highest, I believe, like, dollars per dollar of revenue, or whatever you want to do, like, things in the world.”

“With all of my college savings, I shorted Tesla. And I feel like everyone has gone through this experience. If they were a value investor at some point in their life where it was like, you know, you just, oh my God, Tesla, maybe it's not a fraud, but it's so o…”

“If you look at the poly market Calci odds on a Tesla SpaceX merger, again, you know, not, not that those markets are so big that they're that indicative, but I think the probability that they have on there is something like 70% in the next two years or somethi…”

“Autonomous vehicles are almost certainly endemically electric vehicles. Like, it makes more sense for them to be electric vehicles, and the proof is in the pudding. All of the autonomous vehicles on the road today are electric vehicles, right? That is true of …”

“Social networks would have happened without Zuckerberg. Search engines would have happened without Larry and Sergey. Pick your thing. We would have had operating systems without Bill Gates. We would have computers without jobs. It's not clear that we would hav…”

“To do both of these, like, generation-defining, singular companies that were on nobody's radar, that are now, I think, on the way to being the biggest companies on Earth.”

“You know, that, that SpaceX mafia or the Tesla mafia are going to be like a really incredible set of companies are going to tackle much bigger problems than we've seen startups tackle in the past.”

“He got the Daimler deal in part because at Tesla, the Tesla the executives from Daimler were coming to visit Tesla. And he's like, we have a slideshow. We have a presentation like that is insufficient evidence. So In, like, 30 hours, you grabbed engineers, and…”

“You know, the rule of thumb in startups is like you, you're a different organization every time you triple in headcount. Or roughly an order of magnitude, right? And so, what he says is like, what looks like a three-year churn is actually a full tour of duty. …”

“The algorithm is five steps, and the order is very important. So the first step is to question every requirement. He says, no matter how many requirements there are, question them, eliminate as many as you can. Every existing requirement must have an individua…”

“Could we do this repair without a lift? Could we do this repair without a huge toolkit? And it turns out that 90% of the repairs could be done by a technician with just like a portable toolkit at the customer's home.”

“Well, I did own 15% of the video when it was a sub two billion dollar market cap, but I owned 10% of Tesla when it was a sub two billion dollar market cap.”

“Later this year, we'll have a full supervised point to point, which is, which would be very similar to like Tesla's FSD. And that'll roll out to all of our gen two vehicles. And of course R two. Then next year we allow it to go unsupervised. So you can take yo…”

“Half of Tesla's global production is centered in China.”

“When we bought Tesla in 2019, for the car S-curve, we were paying five times earnings.”

“The Tesla case is a great example that, that package, that type of package that they did for Elon, I've said this, you know, publicly, I would agree to that type of package for every company I've ever worked with, and most CEOs wouldn't take it. It basically s…”

“He builds an army of believers and followers that enabled Tesla to be built,”

“I think SpaceX, I am one of the people that believes SpaceX will buy Tesla.”

“I have this theory that the Tesla stock will, or the Tesla shareholders who've been through this bumpy ride with Tesla, like they've been told a couple of stories, Tesla, the electric car, the self-driving car, the optimist robot they will Move their money. Th…”

“330 miles, despite an unusually large battery. The latest releases from BMW and Volvo run for more than 500 miles. The Lucid Air Sapphire is over 500, and many Teslas can get up into the 400 something range.”

“He spent a portion of his time. I want to say a quarter of his time labeling data. Could you imagine like 20, 1617, like hand labeling video data from Tesla's.”

“I still don't like the fact that Tesla's over here. And as I've told you, that will get merged in.”

“The Turfab, it's a SpaceX, I believe Tesla's involved as well joint venture to build the world's largest fab here in America, and I'm, I think they're going to be successful.”

“Every car company is, like, 10 years behind Tesla. It's crazy that no one, that they haven't been able to figure out how to just, like, clone FSD into Rivian, and GM has Super Cruise, which is nowhere near as effective, because it only works on certain roads.”

“Elon has Tesla in China. No partnership. He's the only one.”

“Many times in Tesla's history, You know, the company's future success, really, like, whether or not the paycheck will clear, you know, was bet on the team within the company executing well. And that is a very, like, focusing reality. And it drives people to do…”

“We took Tesla public before, at a time when, and this sounds like a quaint time, when companies didn't go public until they made money.”

“Now my undergrad was renewable energy engineering. I put one third of my money into Tesla in 20, 25, sorry, 2015.”

“When Tesla and SpaceX merge and we have all things, Elon and Elon Corp. Okay. Which will happen. Probably by the end of the year, maybe it'll happen in the middle of next year.”

“If you see, for example, a Tesla R&D vehicle, it actually has LiDAR on it to this day, right? In, in the Bay Area, we see these you'll see like Model Ys or CyberCab that have LiDARs on them just driving around.”

“Tesla also released Q one earnings revenue of two point 22.4 billion versus 21.4 billion estimated. So they beat on top line. They also beat on net income. 1.45 billion versus 1.17 billion estimate.”

“It is a wild timeline that SpaceX, if it goes out at 1.75 trillion will be bigger than Tesla, which is sitting around 1.2 trillion these days.”

“Tesla has generated some great alumni, and we have a lot of fantastic folks that have come from floors in the fire of production hell on Model Three”

“It's why I have a huge chunk of my net worth in Tesla right now is because that's obviously the biggest product in going to the biggest market in the world.”