Tesla, every mention
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every year anyone Jason Calacanis 458Chamath Palihapitiya 244David Sacks 101Elon Musk 59David Friedberg 55Thomas Laffont 15Travis Kalanick 13Andrew Ross Sorkin 13Gavin Baker 11Cyan Banister 8
Verbatim, from the transcripts: the passages where Tesla comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 9:17 Chamath Palihapitiya And we were talking about Tesla and SpaceX.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 6:10 Jason Calacanis By the way, Optimus, have you guys, has, have you guys seen the latest Optimus videos from Elon by chance? 4 times in the scene
- ▶ 47:09 David Sacks It was total nonsense, but Tesla dealerships were getting firebombed.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 36:25 Jason Calacanis Tesla's about to go cyber camp.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 31:56 Jason Calacanis So the piece there that's going to be, um, uh, 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. 4 times in the scene
China Outbuilds America 230-to-1. Saronic Has a Plan
- ▶ 17:17 Jason Calacanis You know, a friend of the pod, Elon Musk, with the Teslas, over time, he eventually built the full stack. 3 times in the scene
- ▶ 17:45 Jason Calacanis He was now no longer dependent on any third party manufacturers or a supply chain, you know, and famously the HVAC, I think in the model three and Y when it came out, reduced massively the drain on the battery, right?
- ▶ 17:45 Jason Calacanis He was now no longer dependent on any third party manufacturers or a supply chain, you know, and famously the HVAC, I think in the model three and Y when it came out, reduced massively the drain on the battery, right?
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 24:47 Chamath Palihapitiya I don't know if you guys saw Elon and Vaibhav, who's the CEFO of Tesla in their future earnings call.
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 2:31 Jason Calacanis When people are making the Optimus, the Neo, the Atlas from Boston Dynamics, those standup robots,
- ▶ 17:43 Jason Calacanis They'll have the ability to fully, uh, so sort of like the Tesla 500 dollar deposit or 500 a month, a thousand a month, something in that range.
- ▶ 33:09 Jason Calacanis If you can order a Tesla online, you can order an EO online.
- ▶ 56:45 Jason Calacanis Everything shuts down, and I've taken many of these tours with Elon, and they're like, seriously, please don't cross that line, because it's going to cost a million dollars if you do at the Tesla factory, because it's, it's cranking.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 28:46 Jason Calacanis Third story is going to be the markets and Google specifically in Tesla and SpaceX.
- ▶ 1:07:07 Jason Calacanis Google and Tesla shared their results today, had a lot of talk about
- ▶ 1:07:37 Jason Calacanis Tesla's CapEx surged a 140% year over year. 2 times in the scene
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 49:19 Jason Calacanis Someday we'll be building this with lovable and optimist robots.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 34:45 Jason Calacanis I'll just send a thousand optimists out there.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 38:06 Jason Calacanis Tesla's stuck at like 30 cars.
- ▶ 42:46 Jason Calacanis Elon is explicitly building Optimus for this purpose, and when I say it's future, I have always contended it's future, Saks.
- ▶ 47:31 Jason Calacanis I've looked at Optimus. 4 times in the scene
- ▶ 49:29 Jason Calacanis When you have an optimist walking the Tesla self-driving car, and then they walk it to your porch, ring your doorbell, and knock on your door and put it on your front step porch, that's where this is going to get super interesting.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:14:49 Jason Calacanis So more in the investigator, uh, investor, uh, investigator, uh, of the Tesla plus SpaceX marriage that, uh, everyone seems to believe is going to happen, uh, shortly. 5 times in the scene
- ▶ 1:16:19 Jason Calacanis Battery pack with GPUs at the supercharger stations, which have already been approved. 3 times in the scene
- ▶ 1:19:12 Jason Calacanis Security guard, put an optimist.
- ▶ 1:26:18 Jason Calacanis Anybody can contribute, provided, and this is kind of the magic of BitTensor, is there are validators that make sure you're putting in what you're saying you're putting into the network, and so if somebody just had the hardware, and Tesla… 4 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 16:04 Jason Calacanis Elon exercised his Tesla shares that he had coming from his employment, ah, there. 2 times in the scene
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 52:42 Jason Calacanis AMD, they could own some SpaceX, they could have had Tesla in there.
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- ▶ 0:46 Chamath Palihapitiya I did Tesla in 2016.
Dan Dreyfus: The Next AI Bottleneck is Copper
- ▶ 16:07 unnamed speaker Yeah, big mistake, and so I'm curious, um, from the audience, in your homes, how many people have put up solar and or power walls?
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 24:31 David Friedberg These traditionally long investment cycle, capital intensive, high risk, like Elon is one of the few entrepreneurs that have successfully tackled, uh, deep tech business model with SpaceX and Tesla.
Bill Ackman: Here's What the Market is MISSING
- ▶ 26:14 unnamed speaker Maybe we should, but he builds an army of believers and followers, uh, that enabled, uh, Tesla to be built, um, you know, and as we wrap up with a somewhat of a pointed question, you're an incredible investor.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:10:32 Jason Calacanis We will see the same exact thing happen with Optimus.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 2:15 Jason Calacanis He's obviously, uh, you know, one of the true talents in the space, but hey, we're in, we're in a different inning than we were, say, 10 years ago when he was at Tesla, or five years ago when he co-founded OpenAI. 2 times in the scene
- ▶ 25:48 Jason Calacanis Another example that's been given is if you put Optimus into Amazon factories or the figure robot just did like a week of just sorting packages.
- ▶ 32:48 Gavin Baker I think going to a city where you can't get in a Waymo or a cyber cab is going to feel barbaric and unsafe.
- ▶ 55:27 Jason Calacanis Friedberg, your thoughts on the SpaceX IPO and what this collection of companies might look like a year or two from now, especially if, like many people believe, Tesla and SpaceX merge.
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 11:15 Marc Benioff You know, Elon has Tesla in China. 2 times in the scene
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 16:56 Chamath Palihapitiya A hundred and ninety billion Meta, a hundred and eighty-five billion Tesla, a hundred and ten billion total, about 2.3 to 2.35 trillion. 3 times in the scene
- ▶ 21:37 Jason Calacanis What could he build inside the Powerwall? 4 times in the scene
- ▶ 23:45 Chamath Palihapitiya And Tesla has that same, Tesla has that same Elon, uh, variable in it as well, which is people value his companies at, I would say, two times market, three times market, four times market because of the future pipeline. 2 times in the scene
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
- ▶ 9:44 Jason Calacanis And here we are the most important company in the history of, uh, the United States space, X, X, X, AI and Tesla now on the verge of just creating the greatest products in the history of humanity between space X clusters in space and… 3 times in the scene
- ▶ 9:44 Jason Calacanis And here we are the most important company in the history of, uh, the United States space, X, X, X, AI and Tesla now on the verge of just creating the greatest products in the history of humanity between space X clusters in space and…
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 7:01 Travis Kalanick And a lot of people go look at Tesla.
- ▶ 9:56 Travis Kalanick You got to do the shout out to Tesla and all the things because I like to sort of break down the physical AI stack. 7 times in the scene
- ▶ 40:14 Jason Calacanis He, in fact, the Tesla factories that in Fremont was just an old ancient factory that he was able to retrofit.
- ▶ 40:14 Jason Calacanis He, in fact, the Tesla factories that in Fremont was just an old ancient factory that he was able to retrofit.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 23:15 Emil Michael And, um, I don't know when that moment hits that FSD moment where it kind of gets better.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 48:30 Jason Calacanis Elon built his factory here, the Gigafactory, in under, like, 18 months.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 1:04:36 Jason Calacanis The screen looks very Mac conspired, except unlike Tesla, which is, uh, no buttons and removing buttons. 2 times in the scene
- ▶ 1:06:21 Jason Calacanis I mean, it looks like a model three.
- ▶ 1:07:00 David Sacks Full self-driving has made me a driver again, because I just set the full self-driving. 5 times in the scene
- ▶ 1:07:23 Chamath Palihapitiya I drive myself in a Model Y with FSD or I take a Waymo. 3 times in the scene
- ▶ 1:09:52 Chamath Palihapitiya It's either buy one of the last Xs or buy a Y. 3 times in the scene
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 40:59 Chamath Palihapitiya But the reality, Binance or Tesla, it's like a grind.
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 1:01:25 Jason Calacanis Brad, your thoughts on this transaction and the eventual, perhaps, creation of dollar sign M-U-S-K, put Tesla, SpaceX together, which includes X, and then you've got Optimus robots on the Moon base building data centers in space that are…
- ▶ 1:01:25 Jason Calacanis Brad, your thoughts on this transaction and the eventual, perhaps, creation of dollar sign M-U-S-K, put Tesla, SpaceX together, which includes X, and then you've got Optimus robots on the Moon base building data centers in space that are…
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 54:37 David Friedberg But what I think people don't realize, it's almost like the first time you use FSD in your Tesla or the first time you used an iPhone, you realize that it's so much more that it widens the aperture of what's possible. 3 times in the scene
- ▶ 54:37 David Friedberg But what I think people don't realize, it's almost like the first time you use FSD in your Tesla or the first time you used an iPhone, you realize that it's so much more that it widens the aperture of what's possible. 2 times in the scene
- ▶ 55:12 David Friedberg Yesterday, Elon shut down the Model S and Model X production lines in Fremont. 2 times in the scene
- ▶ 55:12 David Friedberg Yesterday, Elon shut down the Model S and Model X production lines in Fremont. 3 times in the scene
- ▶ 55:25 David Friedberg So now everyone in my family, we're all on Tesla because the experience is so good, but they're shutting down the Model S, Model X lines to make Optimus. 2 times in the scene
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:03:34 Jason Calacanis The CIA's not breaking in to, to figure out what BYD's doing to give it to Tesla or something.
- ▶ 1:15:35 Jason Calacanis And, uh, my lord, off the line, it's like having the Tesla acceleration off the line, and then you have the, you know, 600, in that one, I think it was 600 horsepower plus 150, got about 800.
- ▶ 1:21:20 Adam Goldstein Tesla Design Center is there.
- ▶ 1:53:45 Chase Lochmiller We're actually working with, uh, Elon's former co-founder, uh, and partner at Tesla, J.B.
- ▶ 1:58:38 Chase Lochmiller Uh, there's actually a bunch of folks that worked on the Tesla Gigafactory, uh,
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 32:50 Jason Calacanis Obviously Amazon also is the one I'm watching because the idea that somebody's going to drive packages or pack packages in the age of Optimus and RoboTaxi and Waymo sounds crazy.
- ▶ 1:24:53 Jake Loosararian Now, I haven't built, we haven't gotten into building the humanoids or playing the humanoid game, and that's actually, when I was on your podcast, actually the summit, I talked about, we're gonna be the biggest purchasers of the Optimus… 2 times in the scene
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
- ▶ 18:44 David Sacks It feels like we've had some sort of new inflection point there where the quality's gotten to the point where you're starting to see robo taxis now, Waymo's and Tesla.
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
- ▶ 9:16 Jason Calacanis There's somebody deploying AI and you're watching what's happening at Tesla or Google, and they're getting these phenomenal results, but maybe that legacy business is having a harder time achieving those results.
- ▶ 34:45 Jason Calacanis Elon's doing great things with RoboTax.
- ▶ 38:57 Jason Calacanis I don't want to, I don't want to name drop, but I went two weeks, two Sundays ago, I went to Tesla with Elon and I went and visited the Optimus lab. 2 times in the scene
Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism
- ▶ 43:38 Adam Carolla And Tesla and SpaceX and all things Elon Musk going to Texas and all that kind of stuff.
All-In's 2026 Predictions
- ▶ 32:26 Jason Calacanis Uh, if you include RoboTaxi there, you nailed it.
- ▶ 32:29 Jason Calacanis Certainly next year will be the year of Optimus, uh, twenty-twenty-seven.
- ▶ 32:46 Jason Calacanis Tesla, which is at an all-time high, and Google, which of all of the Mag seven.
- ▶ 1:00:33 Chamath Palihapitiya 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.
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 31:28 Jason Calacanis Uber and Waymo, Elon with Tesla, they are actually making plans right now
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 11:13 Chamath Palihapitiya We, and you can find these clips on the internet, you know, Tesla in
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 1:02:34 David Sacks I'm talking about the, you know, the Tesla Optimist robot that'll be here in a few years.
AI, Attention, and Ownership: Ari Emanuel Explains the Next Era of Entertainment
- ▶ 25:41 Ari Emanuel I say, I have to have one of these cars. 2 times in the scene
- ▶ 25:52 Ari Emanuel I just actually, on Tuesday, uh, you know, I went up to see the robots, because I want to do 5 times in the scene
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
- ▶ 42:52 Chamath Palihapitiya If you came and did this next week, we will be past the Tesla board vote. 3 times in the scene
- ▶ 51:42 Jason Calacanis Because obviously you're building self-driving software, you're building Optimus.
- ▶ 56:25 Chamath Palihapitiya In the earnings call, you said something that was insane, and then I think the math actually nets up, but you said we could connect all the Teslas and allow them in downtime to actually offer up inference, and you can string them all… 2 times in the scene
- ▶ 1:00:06 Elon Musk And, and at Tesla and at XAI, we're both, we, we, we, we continue to see massive improvements in, in inference computer efficiency.
- ▶ 1:00:16 Chamath Palihapitiya You think that there's a moment where you would justify stopping all the traditional cars and just going completely all in on CyberCab if you felt like the learning was good enough and that the system was safe enough? 6 times in the scene
- ▶ 1:00:46 Elon Musk Um, the, the, the, our cars look normal, you know, like model three or model Y looks, it's a good looking car, but it looks, looks normal.
- ▶ 1:00:46 Elon Musk Um, the, the, the, our cars look normal, you know, like model three or model Y looks, it's a good looking car, but it looks, looks normal. 3 times in the scene
- ▶ 1:02:42 Jason Calacanis You always had a vision for a model two, right? 2 times in the scene
- ▶ 1:04:21 Jason Calacanis Especially if it's a Tesla.
- ▶ 1:06:49 Elon Musk Um, and, you know, if, if, if, um, you know, you have to, you have to make sure the cars don't all, for example, go to the same supercharger, uh, at the same time.
- ▶ 1:10:40 Elon Musk You know, like, he came to visit me at the Tesla Gigafactory in Austin, and was telling me that it's impossible to have a long-range, ah, semi-truck.
- ▶ 1:31:06 Elon Musk Um, it's on the Tesla website, um, that, that shows that you can completely power Earth with solar panels and batteries, um, and, uh, there's no shortage of anything.
Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
- ▶ 19:17 Jason Calacanis We have superchargers and chargers everywhere, thanks to Tesla and a number of other
- ▶ 54:17 Chamath Palihapitiya We have Tesla with CyberCab and Robotaxi.
- ▶ 54:17 Chamath Palihapitiya We have Tesla with CyberCab and Robotaxi.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 47:59 Jason Calacanis Now we're going into general robotics, like the optimist, like the figure, and those are designed to be able to learn anything. 3 times in the scene
- ▶ 48:53 Jason Calacanis Tesla reported their earnings on Wednesday. 8 times in the scene
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