StarZero All shows Try the podcast clipper →

Tesla

also referred to as: tesla motors

includes Tesla Optimus, Tesla Full Self Driving, Tesla Model Y, Tesla Model X, Tesla Cybercab, Tesla Model 3, Tesla Dojo, Tesla Roadster, Gigafactory Texas, Tesla Model S, Tesla Powerwall, Tesla Supercharger and 25 more

106 statements across 63 episodes · 61 bullish · 19 bearish · 19 people on the record · first statement Dec 4, 2020 by Chamath Palihapitiya · said 1,054 times in 205 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (458), Chamath Palihapitiya (244), David Sacks (101), Elon Musk (59), David Friedberg (55), Thomas Laffont (15), Travis Kalanick (13), Andrew Ross Sorkin (13)

tap a year for its mentions
0020030400602020202120222023202420252026episodesmentions
030602020202120222023202420252026episodes it came up in
004308602020202120222023202420252026episodesmentions per episode
2026 134 mentions in 36 episodes 4 per episode
2025 307 mentions in 53 episodes 6 per episode
2024 248 mentions in 35 episodes 7 per episode
2023 136 mentions in 22 episodes 6 per episode
2022 142 mentions in 31 episodes 5 per episode
2021 65 mentions in 22 episodes 3 per episode
2020 22 mentions in 6 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Tesla, oldest first

Dec 4, 2020 neutral
Disclosure
Chamath: Sold Facebook position in 2014 to buy Amazon and Tesla
“I sold it on Facebook in 2014 and bought Amazon and Tesla.”
Chamath Palihapitiya Dec 4, 2020 ▶ 24:45 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
Dec 18, 2020 positive
Assertion Supported
Friedberg: Larry Ellison's $1B Tesla investment grew to over $10B
“Larry Ellison bought a billion dollars of Tesla stock less than two years ago that is now worth over ten billion dollars”
David Friedberg Dec 18, 2020 ▶ 48:59 E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
Jan 30, 2021
Insight
Friedberg: Retail belief in stock value can create actual business success
“A stock is worth the underlying value of the company. And that that's not true. People can dream a stock to be anything. As they did with Tesla at the time that people were buying Tesla stock, the historical performance of that business was not what hedge fund…”
David Friedberg Jan 30, 2021 ▶ 54:43 E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
Jan 30, 2021 positive
Insight
Chamath: Tesla investors buy Elon Musk like a trading card
“People were buying Elon, like they would buy a trading card. And Tesla is a manifestation of Elon.”
Chamath Palihapitiya Jan 30, 2021 ▶ 1:10:22 E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
Mar 13, 2021 negative
Prediction Held up
Chamath predicts Tesla car prices will increase by 20 to 30 percent
“And so the cost of Tesla's are going to go up by 20 or 30%.”
Chamath Palihapitiya Mar 13, 2021 ▶ 52:22 E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
Mar 27, 2021 bearish
Prediction Didn’t hold up
Chamath Palihapitiya predicts flooded nickel mines will double Tesla vehicle prices
“A flood in a nickel mine is going to cause the price of a Tesla to basically double.”
Chamath Palihapitiya Mar 27, 2021 ▶ 55:51 E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
Apr 17, 2021 neutral
Assertion Supported
Chamath: Average employee tenure is under 3.5 years at Uber, Tesla, Google
“The average tenure at Uber is 1.8 years. The average tenure at Tesla is 2.1 years. The average tenure at Google is 3.2 years.”
Chamath Palihapitiya Apr 17, 2021 ▶ 32:00 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
Jul 23, 2021 positive
Opinion
Calacanis: Elon Musk reduced carbon emissions more than anyone in private sector
“Elon has done more for global warming with Tesla than anybody in the in the battery packs, I think in modern society, I can't think of somebody In the private sector, who's done more?”
Jason Calacanis Jul 23, 2021 ▶ 1:08:08 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
Aug 6, 2021 positive
Opinion
Friedberg: Elon Musk is the only hype man who delivers in deep tech
“There's only one hype man on planet Earth that is good enough to pull this off and actually deliver the goods at the end of the day. It's probably Elon, like, because, you know, he funded these businesses that were deep tech businesses, Tesla and SpaceX. For m…”
David Friedberg Aug 6, 2021 ▶ 40:00 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Sep 14, 2021 negative
Assertion Supported
Calacanis: Proposed EV tax credit gives non-union Tesla $4,500 less
“The 12,000 dollar credit that they're giving to or they're proposing to give to all EV manufacturers is only if you have union employees It's 4500 less to Tesla.”
Jason Calacanis Sep 14, 2021 ▶ 27:27 E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
Oct 2, 2021 positive
What-if
Friedberg: Musk couldn't have funded Tesla and SpaceX without selling PayPal
“Elon sold PayPal and he was able to use that money to reinvest in Tesla and SpaceX. I think Elon's putting all the money back into two companies that are solving two major issues for humanity. He wouldn't have been able to do that if he hadn't sold in the firs…”
David Friedberg Oct 2, 2021 ▶ 56:50 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
Oct 30, 2021 neutral
Assertion Supported
Chamath: Singapore investor made $7B in two years trading Tesla calls
“There's a gentleman, a 66 year old man in Singapore, who's a billionaire, right? So he was successful in his own right. However, he had made in his entire career about one or two billion. And he has made seven billion in the last two years, speculating on Tesl…”
Chamath Palihapitiya Oct 30, 2021 ▶ 51:29 E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
Jan 29, 2022 bullish
Prediction Not checkable as stated
Chamath: Global supply chain disruptions will be resolved by early 2023
“So I think we're dealing with a, you know, six to nine month issue of having turned things off and are now rapidly trying to turn things back on and we can't necessarily get that timing right. But I do think it'll work itself out faster than people expect pers…”
Chamath Palihapitiya Jan 29, 2022 ▶ 52:45 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Apr 9, 2022 positive
Opinion
Palihapitiya: Twitter free speech impact could exceed Tesla and SpaceX
“I think that if he is able to make free speech cool again, he'll, he'll actually do more doing that than potentially through SpaceX and Tesla, and that's already saying a lot.”
Chamath Palihapitiya Apr 9, 2022 ▶ 45:14 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
May 16, 2022 positive
Opinion
Elon Musk says Tesla China's work ethic exceeds Tesla's US team
“The work that work ethic is exceeded on balance by the Tesla China team. That, that is, I think, objectively true.”
Elon Musk May 16, 2022 ▶ 1:23:16 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022
Assertion Supported
Musk: Tesla closed 2008 round on Christmas Eve hours before bouncing payroll
“And then we closed that round at six PM Christmas Eve, 2008. It was last hour of the last day that it was possible because after that people were like, I'm breaking for the holidays and we would have bounced payroll two days after Christmas.”
Elon Musk May 16, 2022 ▶ 35:49 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022 negative
Opinion
Musk calls Tesla co-founder Martin Eberhard his worst colleague ever
“There's still this guy, Mark Eberhard, who's the worst guy I've ever worked with, who tries to claim like sold credit essentially for creating a Tesla.”
Elon Musk May 16, 2022 ▶ 31:15 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022 bullish
Prediction Didn’t hold up
Musk predicts Tesla FSD beta will reach one million users in 2022
“We've got like a 100,000 people in the beta, so it's not tiny and we'll be expanding that to, I don't know, probably a million people or a million, I don't know, on that order by the end of the year.”
Elon Musk May 16, 2022 ▶ 17:43 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022
Assertion Partly supported
Musk: Tesla had no employees or IP when he joined
“I, when I joined, there were no, no employees, there was no intellectual property, there was no prototype, there was no nothing.”
Elon Musk May 16, 2022 ▶ 33:58 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022
What-if
SpaceX and Tesla avoided 2008 bankruptcy by paying suppliers late
“I mean, both SpaceX and Tesla in 2008, if we'd simply paid our suppliers on time, we would have gone bankrupt immediately.”
Elon Musk May 16, 2022 ▶ 36:31 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 31, 2022 bullish
Prediction Open · timeframe Dec 2030
Palihapitiya: Nevada lithium deposit could supply 1.5M EVs by 2030
“There's a massive deposit of lithium in Nevada, Which would be enough to basically feed Tesla and another OEM, okay? So this would get probably somewhere between one and one and a half million cars, pure electric on the road by 2030.”
Chamath Palihapitiya May 31, 2022 ▶ 24:12 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
May 31, 2022 bullish
Prediction Not checkable as stated
Litinsky predicts Tesla or other EV makers will acquire upstream miners
“So what's going to happen is, I think you're going to see maybe an AOL Time Warner moment, and I don't mean it the negative way, but I think you could see a Tesla or someone like that buy upstream Outstream into these industries because ultimately downstream t…”
James Litinsky May 31, 2022 ▶ 15:01 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
Jun 7, 2022 neutral
Disclosure
Gracias: Valor held fracking assets in the same fund as Tesla
“And in the same fund we did Tesla, we actually had fracking assets.”
Antonio Gracias Jun 7, 2022 ▶ 14:45 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022
Disclosure
Valor doubled down on Tesla and SpaceX during the 2008 crisis
“We put more money in Tesla than we were in the financial crisis, and then helped lead a convert round there that was really tough for us to do, and then put money in SpaceX.”
Antonio Gracias Jun 7, 2022 ▶ 3:50 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 positive
Disclosure
Gracias: Valor Equity Partners was Tesla's first institutional investor
“So look, I, we were the first institutional investors at Tesla Motors.”
Antonio Gracias Jun 7, 2022 ▶ 14:37 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022
Disclosure
Tesla acquired the Fremont factory because it was essentially free
“Look, I, we at Tesla took over the, this Fremont factory was a former GM Toyota factory, And, you know, we retooled it. It was, look, we, it would have been, we had to do it because we didn't have any money, and it was free, basically.”
Antonio Gracias Jun 7, 2022 ▶ 46:26 #AIS: Bestie AMA with Valor's Antonio Gracias
Aug 20, 2022 positive
Assertion Supported
Friedberg: Saudi Aramco made $48B net profit in a single quarter
“Saudi Aramco reported their earnings. The largest earnings ever for a company Forty-eight billion dollars of net profit in a quarter. That is more profit than Microsoft, Apple, Facebook, and Tesla combined in a single quarter.”
David Friedberg Aug 20, 2022 ▶ 47:23 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
Oct 29, 2022
Assertion Partly supported
Chamath: Tesla spent $25 billion total before reaching free cash flow profitability
“Tesla in its entire life spent twenty five billion to get free cash flow profitability”
Chamath Palihapitiya Oct 29, 2022 ▶ 36:37 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Oct 29, 2022 negative
Assertion Supported
Chamath: Meta spent more on Reality Labs than Apple spent building iPhone
“Look, Tesla's reinventing an entire category, trillions of dollars of energy generation and transportation, but they did it on in one year of meta reality lab spend. Apple reinvented an entire compute platform on one quarter of Meta's Reality Lab spend.”
Chamath Palihapitiya Oct 29, 2022 ▶ 54:38 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Oct 29, 2022 positive
Opinion
David Sacks calls Tesla the best car in the world
“He created the world's best car, not just the world's best electric car, but I just think it's the best car in the world.”
David Sacks Oct 29, 2022 ▶ 13:03 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Dec 16, 2022 neutral
Assertion Partly supported
Chamath: Elon Musk sold $3.8B of Tesla stock
“We saw yesterday that he had to sell another 3.8 billion dollars of Tesla stock.”
Chamath Palihapitiya Dec 16, 2022 ▶ 6:10 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
Jan 13, 2023 negative
Assertion Supported
Sacks: Exxon is a top-ranked ESG company while Tesla is excluded
“Here's all you have to know about ESG is that Exxon is like the number seven, like top-ranked company according to ESG, and Tesla isn't even on the list.”
David Sacks Jan 13, 2023 ▶ 28:40 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
May 19, 2023 positive
Assertion Supported
Chamath: Elon Musk leads companies with female top executives across Tesla, Twitter, SpaceX
“He has a female chairman at Tesla, a female CEO at Twitter, and a female president at SpaceX.”
Chamath Palihapitiya May 19, 2023 ▶ 46:35 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
May 19, 2023
Assertion Supported
Chamath: Tim Cook famously refused to meet with Elon Musk about acquiring Tesla
“Tim Cook famously wouldn't take the meeting. Elon said it. He wouldn't meet with them.”
Chamath Palihapitiya May 19, 2023 ▶ 1:05:56 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
May 19, 2023 negative
What-if
Chamath: Apple should have acquired Tesla for $4B-$5B
“They should have bought Tesla when they could have the chance for four or five billion dollars.”
Chamath Palihapitiya May 19, 2023 ▶ 1:05:44 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
Jun 24, 2023 neutral
Assertion Supported
JCal: Seven tech stocks drive most of 2023 stock market gains
“Seven stocks make up the mo- most of the gains this year. Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.”
Jason Calacanis Jun 24, 2023 ▶ 8:33 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Sep 13, 2023 neutral
Disclosure
Musk: Tesla's entire self-driving AI software team is 200 people
“The entire self-driving AI software team is 200 people.”
Elon Musk Sep 13, 2023 ▶ 20:59 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 13, 2023 bullish
Opinion
Elon Musk: Tesla has the best real-world AI
“Tesla has the best real world AI.”
Elon Musk Sep 13, 2023 ▶ 41:53 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 13, 2023 bullish
Disclosure
Musk: Tesla replacing 300,000 lines of C++ control code with neural networks
“We've got the final piece of the puzzle, which is to have the control part of the car transition from about 300,000 lines of C++ code to also neural network. So, the, you know, the whole system will be neural network.”
Elon Musk Sep 13, 2023 ▶ 46:16 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 13, 2023 positive
Assertion Supported
Elon Musk: Tesla has about 4M cars on the road with AI inference chips
“We've got somewhere in the order of four million cars that have high-speed AI inference computers in them.”
Elon Musk Sep 13, 2023 ▶ 42:37 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 22, 2023 bullish
Opinion
Chamath: UAW strikes are handing Tesla the entire US auto market
“It's great for Tesla. I mean, it's giving Tesla the entire US auto market.”
Chamath Palihapitiya Sep 22, 2023 ▶ 1:27:44 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Oct 7, 2023 bullish
Prediction Not checkable as stated
Chamath predicts Tesla will have a credible autonomous solution in five years
“So I do trust that they'll have a credible solution in the next four or five years.”
Chamath Palihapitiya Oct 7, 2023 ▶ 1:07:11 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
Dec 1, 2023 positive
Assertion Not checkable as stated
Elon Musk claims he has done more for the environment than anyone
“It would be fair to say that, therefore, as a leader of the company, I've done more for the environment than everyone else, any single human on Earth.”
Elon Musk Dec 1, 2023 ▶ 1:29:59 Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
Dec 1, 2023 bullish
Assertion Not checkable as stated
Elon Musk: Tesla has done more for environment than all companies combined
“Tesla has done more to help the environment than all other companies combined.”
Elon Musk Dec 1, 2023 ▶ 1:29:52 Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
Jan 26, 2024 bearish
Assertion Partly supported
Chamath: Tesla warned of a significantly different demand curve in Q1
“Tesla put out a pretty important missive at the end of market close yesterday, which essentially said that expect a very different demand curve in Q one.”
Chamath Palihapitiya Jan 26, 2024 ▶ 3:42 E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
Feb 2, 2024 negative
Prediction Not checkable as stated
Palihapitiya: No CEO will ever accept an incentive-laden plan like Musk's
“No CEO, as Sack said, will ever want an incentive-laden plan like this, ever.”
Chamath Palihapitiya Feb 2, 2024 ▶ 51:07 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
Feb 2, 2024 bullish
Assertion Partly supported
Calacanis: Tesla stock rose 800% from 2018 to 2023 compared to Apple's 345%
“If you compare Tesla to Apple, the second highest increasing stock price during that same time period, Apple went up 345%. Tesla went up 800%.”
Jason Calacanis Feb 2, 2024 ▶ 37:37 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
Feb 2, 2024 neutral
Assertion Supported
Calacanis: 73% of Tesla shareholders approved Musk's 2018 pay package
“In 2018, Tesla's board approved a performance-based compensation package for Elon. It was approved by 73% of shareholders.”
Jason Calacanis Feb 2, 2024 ▶ 36:28 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
Mar 1, 2024 positive
What-if
Sacks: Apple acquiring Tesla during the Model 3 rollout would've been smart
“That would have been a smart acquisition if they had done that.”
David Sacks Mar 1, 2024 ▶ 1:25:07 E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
Apr 26, 2024 bullish
Opinion
Chamath: Ride-sharing is Tesla's highest-potential future business line
“Ride sharing. The absolute probably by an order of magnitude.”
Chamath Palihapitiya Apr 26, 2024 ▶ 29:14 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 bullish
Prediction Open · timeframe Apr 2029
Calacanis: Optimus robot will dwarf all other Tesla businesses
“I think Optimus will dwarf the entire entirety of Tesla's other businesses.”
Jason Calacanis Apr 26, 2024 ▶ 36:52 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 bullish
Prediction Not checkable as stated
Chamath: Tesla would dominate ride-hailing if it cuts prices
“So if Tesla enters in as a third player in that field and just guts pricing, which I think would make sense for them to do, I think this thing is just gangbusters nuclear.”
Chamath Palihapitiya Apr 26, 2024 ▶ 30:13 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 bearish
Opinion
Sachs: Chinese EV competition is Tesla's only real long-term issue
“I would say the only issue they have that's a real long-term issue is just the Chinese competition. Companies like BDY are ramping up production of knockoff products at low prices, and so managing the competition with China is probably The only one of these is…”
David Sacks Apr 26, 2024 ▶ 28:27 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 positive
Opinion
Friedberg says Tesla Optimus has highest upside but highest risk
“I think the Optimus has the highest alpha, but the highest beta. So, you know, more upside than anything else, just unclear how you get there, what the path is and the capital requirements.”
David Friedberg Apr 26, 2024 ▶ 32:19 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 neutral
Assertion Supported
Chamath: Tesla spent ~$1B on AI infrastructure capex in Q1 2024
“He spent about a billion of capex this quarter on AI infrastructure.”
Chamath Palihapitiya Apr 26, 2024 ▶ 25:25 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Jun 14, 2024 positive
What-if
Friedberg: Rejecting Musk's pay would have reduced Tesla stock price further
“And the reality is that by him getting the pay package, the certainty of him sticking around at the company caused the stock to go up by 10%. So they actually had the calculus wrong that if they had gotten their way, the stock would have declined by more than …”
David Friedberg Jun 14, 2024 ▶ 34:32 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Jun 14, 2024 negative
Prediction Not checkable as stated
Sacks: Delaware risks losing premier corporate status over Tesla pay rulings
“If that happens, I mean, Delaware can kind of kiss its status as the premier corporate law state away.”
David Sacks Jun 14, 2024 ▶ 28:52 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Oct 3, 2024 negative
Disclosure
Mark Cuban stopped using Tesla FSD because it terrified him
“I have, but I stopped using it just because it terrified me because it doesn't know what adversarial things it doesn't know.”
Mark Cuban Oct 3, 2024 ▶ 2:04:31 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Oct 18, 2024 neutral
Assertion Supported
Chamath: Omid Afshar leads Tesla manufacturing and sales in North America
“I think he's in charge of all manufacturing and sales in North America.”
Chamath Palihapitiya Oct 18, 2024 ▶ 26:19 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Dec 25, 2024 bullish
Prediction Not checkable as stated
Sacks: Self-driving technology will get bigger and bigger next year
“Yeah, I think this is the year that self-driving finally broke through. Obviously, Tesla's got full self-driving, but also this Waymo One app, people are going wild over it, so I think this is the year that self-driving broke through, and I think next year's g…”
David Sacks Dec 25, 2024 ▶ 50:17 The All-In Holiday Spectacular
Jan 4, 2025 bullish
Prediction Not checkable as stated
Calacanis predicts massive consolidation between Tesla, Uber, Waymo, and delivery apps
“I think the age of autonomy is here, and I think there is going to be Some partnerships that will happen between Amazon, DoorDash, Uber, Tesla, Waymo, and that cohort, and I would not be surprised to see Tesla could buy Uber right now for but 10% of its market…”
Jason Calacanis Jan 4, 2025 ▶ 52:33 2025 Predictions: Tech, Business, Media, Politics!
Jan 4, 2025 bearish
Prediction Not checkable as stated
Baker predicts traditional automotive manufacturers will entirely lose their Chinese business
“They're going to lose their Chinese business because they don't make competitive products anymore. If there's not massive protectionism, and we're seeing signs of that, they'll be caught between Tesla and the Chinese OEMs. And I think the only way that this do…”
Gavin Baker Jan 4, 2025 ▶ 48:56 2025 Predictions: Tech, Business, Media, Politics!
Jan 4, 2025 bullish
Prediction Not checkable as stated
Calacanis predicts Tesla and Google will be 2025's biggest business winners
“My biggest business winner prediction for 2025 is Tesla and Google.”
Jason Calacanis Jan 4, 2025 ▶ 29:02 2025 Predictions: Tech, Business, Media, Politics!
Jan 4, 2025 bearish
Prediction Not checkable as stated
Chamath predicts traditional auto manufacturers face collapse and mega-mergers in 2025
“I think that this is the year that we will see the collapse of the traditional auto OEMs. And I think that the deal that happened at the end of 2024 with Honda, Nissan, I think is a bit of a signal to what the industry has to do, which is to go through a massi…”
Chamath Palihapitiya Jan 4, 2025 ▶ 47:08 2025 Predictions: Tech, Business, Media, Politics!
Jan 11, 2025 bullish
Prediction Open · timeframe Jan 2028
Chamath: Waymo and Tesla will dominate autonomous market, forcing OEM consolidation
“I think that Waymo and Tesla are gonna run away with this market, and I think it's gonna force a bunch of consolidation in the traditional auto OEMs.”
Chamath Palihapitiya Jan 11, 2025 ▶ 1:24:46 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan 11, 2025 bullish
Opinion
Bannister: Tesla should acquire Uber if it enters the robotaxi market
“If they enter the robo taxi market, I actually think they should buy Uber.”
Cyan Banister Jan 11, 2025 ▶ 1:22:38 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan 25, 2025 negative
Opinion
Friedberg: Forcing TikTok equity surrender sets dangerous precedent for US firms abroad
“I do worry a lot about the precedent being set here with respect to foreign government actions on U.S. Companies in their local countries. Imagine the CCP tells Tesla they have to sell their Chinese operations and give 50% of the Chinese operations to the Chin…”
David Friedberg Jan 25, 2025 ▶ 53:36 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Mar 8, 2025
Disclosure
Chamath's battery materials startup secured a $100M DOE grant
“I started a company with these guys from Tesla to make battery materials in the United States in 2019. We grind, we put in tens, I put in tens of millions of dollars... And then we applied again on some success and we got a hundred million dollar grant.”
Chamath Palihapitiya Mar 8, 2025 ▶ 31:36 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 29, 2025 neutral
Prediction Not checkable as stated
Baker: Building vast numbers of humanoid robots will take a long time
“I think it's going to be a long time before we have hundreds of millions of robots. You know, even between China and Tesla, I think it's going to take a long time to make vast numbers of humanoid robots.”
Gavin Baker Mar 29, 2025 ▶ 34:18 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Apr 11, 2025 negative
Assertion Supported
Sacks: Left-wing activists are firebombing Tesla dealerships to depress sales
“You have crazy leftists firebombing Tesla dealerships painting swastikas on Tesla cars, accosting Tesla drivers. Okay. Creating violence and chaos and trying to depress Tesla sales.”
David Sacks Apr 11, 2025 ▶ 1:52:10 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
Apr 26, 2025 bearish
Assertion Supported
Friedberg: Direct sunlight on cameras triggers emergency Tesla FSD disengagements
“Well, there's a lot of videos getting posted on Twitter of FSD being on and then the car drives into the sunlight and at a certain angle when the sun hits the cameras, the car goes into an emergency disconnect on FSD. And I've had that happen. So I know it's t…”
David Friedberg Apr 26, 2025 ▶ 1:16:58 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Apr 26, 2025 negative
Assertion Not checkable as stated
Sacks: Tesla stock drop driven partly by leftist attacks on dealerships
“One of the reasons why Tesla is down is because you've had crazy leftists engaging in terrorism, firebombing Tesla dealerships.”
David Sacks Apr 26, 2025 ▶ 1:08:27 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
May 29, 2025 positive
Assertion Supported
Applied Intuition supplies software to legacy automakers lagging behind Tesla
“It's a company that supplies software primarily to all the legacy car manufacturers that have not managed this transition to being software first, like Tesla has shown the way and this startup.”
Nico Rosberg May 29, 2025 ▶ 21:45 Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
Jun 21, 2025 bullish
Prediction Not checkable as stated
Lafont: Nvidia and Tesla are top picks for 5-year AI dominance
“Look, I think to me, number one, I still think NVIDIA, right? I don't see the GPU kind of getting displaced. I see additional architectures kind of coming on board, right? And growing the market. But at the end of the day, all roads still lead to the GPU for a…”
Thomas Laffont Jun 21, 2025 ▶ 29:59 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jun 21, 2025 bullish
Prediction Not checkable as stated
Chamath: Tesla and Google will lead AI superintelligence over next five years
“Tesla's one and Google's two. And the reason is because they are the closest to having that vertically integrated stack that I spoke about.”
Chamath Palihapitiya Jun 21, 2025 ▶ 30:47 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jun 24, 2025 bullish
Opinion
Chamath claims Tesla has the best vision models in AI
“I think that Tesla has the best vision models.”
Chamath Palihapitiya Jun 24, 2025 ▶ 1:18 Which Company Is Going To Win The AI Race? - David Friedberg
Jul 11, 2025 bullish
Prediction Didn’t hold up
Kalanick: Tesla Hardware 5 will probably launch next year
“Hardware five is coming out on Tesla probably next year, which is going to make a big difference in what FSD can do.”
Travis Kalanick Jul 11, 2025 ▶ 25:35 Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
Jul 23, 2025 bullish
What-if
Calacanis: A 10% Tesla equity stake would have funded 100 Solyndras
“If the government had gotten just 10% of that in equity, that would have paid for a hundred cylinders and mistakes.”
Jason Calacanis Jul 23, 2025 ▶ 1:32:38 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Jul 23, 2025 positive
Assertion Supported
Loeffler claims Tesla received SBIC government-backed funding
“SBIC money was in Tesla, for example.”
Kelly Loeffler Jul 23, 2025 ▶ 1:19:04 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Sep 10, 2025 bullish
Prediction Not publicly verifiable
Musk: Existing Tesla AI4 hardware will reach 2-3x human safety
“I am confident that the current chips AI, AI four chips that are in the cars will achieve self-driving safety that is at least two to three times that of human and maybe even X and the software that will be released for that is, is coming out over the next few…”
Elon Musk Sep 10, 2025 ▶ 15:36 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 10, 2025 bullish
Prediction Not checkable as stated
Musk: Optimus will be the biggest product ever if successful
“I think it is accurate to say that if successful, Optimus will be the biggest product ever.”
Elon Musk Sep 10, 2025 ▶ 4:58 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 10, 2025 bullish
Prediction Not checkable as stated
Musk: Optimus production cost will be ~$20k at 1M units annually
“I think the marginal cost of production once you hit a million units per year is probably around the 20,000 dollar range.”
Elon Musk Sep 10, 2025 ▶ 5:24 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 10, 2025 bullish
Assertion Not checkable as stated
Musk: Tesla AI5 silicon will improve 40x over AI4
“By some metrics, the improvement in AI five will be 40 times better than AI four.”
Elon Musk Sep 10, 2025 ▶ 13:28 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 10, 2025 bullish
Prediction Not checkable as stated
Musk predicts Tesla vehicles will feel sentient by the end of 2025
“Your car is going to feel like it is sentient by the end of the year.”
Elon Musk Sep 10, 2025 ▶ 16:45 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 17, 2025 neutral
Assertion Supported
Tesla currently intends to launch its robotaxi network independently without Uber
“At this point they're looking to go it alone”
Dara Khosrowshahi Sep 17, 2025 ▶ 22:24 Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
Sep 17, 2025 neutral
Assertion Supported
Tesla's camera-only autonomy strategy trades hardware savings for software difficulty
“Elon is doing camera only. Tougher on the software, cheaper for the hardware, ok?”
Dara Khosrowshahi Sep 17, 2025 ▶ 4:20 Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
Sep 19, 2025
Assertion Partly supported
Sacks: Rutgers study shows 60% of left-of-center respondents justify destroying Tesla dealerships
“Then they asked about destroying Tesla dealerships and protests, whether that could be justified, and roughly 60% of left of center said yes, and 23% of right of center said yes.”
David Sacks Sep 19, 2025 ▶ 19:00 Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
Oct 14, 2025 bullish
Prediction Open · timeframe Oct 2030
Wood: Tesla stock will reach $2,600 per share in five years
“And we put out there five years. Yeah. Yeah. So and I think if he delivers on humanoid robots the way he thinks he is, we don't have enough in there. So our price target is 2600.”
Cathie Wood Oct 14, 2025 ▶ 16:35 Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
Oct 24, 2025 bullish
Assertion Partly supported
Palihapitiya highlights Tesla's energy business generating $3.5 billion at 30% margins
“It's printing three and a half billion dollars a quarter, and it's operating margins in energy business, 30%.”
Chamath Palihapitiya Oct 24, 2025 ▶ 53:00 NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
Oct 31, 2025 bullish
Prediction Open · timeframe Oct 2030
Musk: Tesla fleet will probably reach 100 million vehicles eventually
“If ultimately there's a Tesla fleet that is a hundred million vehicles which I think we probably will get to at some point a hundred million vehicle fleet”
Elon Musk Oct 31, 2025 ▶ 56:45 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 bullish
Prediction Not checkable as stated
Musk thinks Tesla will ultimately produce millions of Cybercabs annually
“I think ultimately we'll make millions of cyber cabs per year.”
Elon Musk Oct 31, 2025 ▶ 1:02:13 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 bullish
Assertion Open · timeframe Oct 2028
Musk: Every car Tesla currently produces is capable of being a robotaxi
“I mean, all of the cars we make right now are capable of being a robotaxi.”
Elon Musk Oct 31, 2025 ▶ 1:00:38 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Disclosure
Musk: Refuses to build Tesla robot army without voting control protection
“Let's just say I'm not going to build a robot army if I can be easily kicked out by activist investors.”
Elon Musk Oct 31, 2025 ▶ 47:02 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 bullish
Prediction Not checkable as stated
Musk: Tesla expects 1,000+ robotaxis in Bay Area and 500+ in Austin by year end
“We, you know, we think probably we'll have, you know, a thousand cars or more in the Bay Area by the end of this year, probably, I don't know, 500 or more in the greater Austin area.”
Elon Musk Oct 31, 2025 ▶ 1:06:34 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Jan 10, 2026 bullish
Prediction Didn’t hold up
Chamath: SpaceX will reverse merge into Tesla instead of IPOing
“I don't think SpaceX will IPO. I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.”
Chamath Palihapitiya Jan 10, 2026 ▶ 1:00:30 All-In's 2026 Predictions
Jan 14, 2026 bullish
Prediction Not checkable as stated
Calacanis: Tesla will produce 1B Optimus robots and won't be remembered for cars
“I can tell you now, nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those.”
Jason Calacanis Jan 14, 2026 ▶ 39:13 Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
Mar 17, 2026 bullish
Opinion
Kalanick: Tesla is the Google of the physical AI era
“They are the Google of this era, which is what I mean by that is in the 2000, if you were doing a startup in the 2000, the first question you would get. Is why isn't Google going to kill you? Or why isn't Google just going to do it? They're not going to know t…”
Travis Kalanick Mar 17, 2026 ▶ 10:24 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
Apr 3, 2026 bullish
Prediction Open · timeframe Apr 2031
Chamath: Tesla and SpaceX have a 99.999% chance of merging
“Sorry. Let me be clear. 99.999%.”
Chamath Palihapitiya Apr 3, 2026 ▶ 2:11 SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
Apr 6, 2026 neutral
Assertion Not checkable as stated
Stephens: Tesla is the only 21st-century company to achieve scaled manufacturing
“The at scale manufacturing for a new company started in the, this century in the 2000. There's really only one that comes to mind, just Tesla. That's it.”
Trey Stevens Apr 6, 2026 ▶ 11:47 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
May 8, 2026 bullish
Prediction Open · timeframe Jun 2027
Chamath predicts Tesla and SpaceX will merge by mid-next year
“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.”
Chamath Palihapitiya May 8, 2026 ▶ 24:46 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
May 15, 2026 positive
Assertion Supported
Benioff: Tesla is sole foreign automaker in China without local partner
“Elon has Tesla in China. No partnership. He's the only one.”
Marc Benioff May 15, 2026 ▶ 11:14 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
May 22, 2026 neutral
Prediction Open · timeframe May 2031
Palihapitiya: Tesla will eventually merge into Elon Musk's wider ecosystem
“I still don't like the fact that Tesla's over here. And as I've told you, that will get merged in.”
Chamath Palihapitiya May 22, 2026 ▶ 1:02:35 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 neutral
Assertion Not checkable as stated
Chamath: Karpathy spent 25% of his time hand-labeling Tesla video data
“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.”
Chamath Palihapitiya May 22, 2026 ▶ 3:18 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
Jun 3, 2026 positive
Opinion
Ackman: Elon Musk's army of online followers enabled Tesla to be built
“He builds an army of believers and followers that enabled Tesla to be built,”
Bill Ackman Jun 3, 2026 ▶ 26:09 Bill Ackman: Here's What the Market is MISSING
Aug 7, 2026 bullish
Prediction Open · timeframe Aug 2028
Calacanis: Every Tesla sold will include built-in Starlink connectivity
“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…”
Jason Calacanis Aug 7, 2026 ▶ 31:56 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Aug 29, 2026 bullish
Prediction Not checkable as stated
Calacanis: Tesla's Optimus humanoid robot will be the world's best-selling product
“Optimist will be the best selling. I think product.”
Jason Calacanis Aug 29, 2026 ▶ 6:41 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more