Tesla, every mention
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tap a year for its mentions
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
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 49:05 Jason Calacanis I think they're up to forty billion in cash, which is always great when you're going into some big capital intensive projects like Optimus and like Self-Driving. 4 times in the scene
- ▶ 51:29 Chamath Palihapitiya And Nick, I sent you this tweet, but it's what he said about AI five. 5 times in the scene
- ▶ 51:49 Chamath Palihapitiya I've spent almost every weekend, the last few months with the chip design on AI five, by some metrics, it will be 40 X better than AI four.
- ▶ 52:15 Chamath Palihapitiya What AI five is, is the building block of a system that I think you'll start to see, not just in the cyber cabs, but also in Optimus. 2 times in the scene
- ▶ 52:36 Chamath Palihapitiya The second thing was what he said about his energy business, which I think is the critical adjunct to believe robotics and autonomous cars. 2 times in the scene
- ▶ 1:00:10 Jason Calacanis But on the operational milestones, ten million active FSD subscriptions, which they're far away from right now, and twenty million vehicles, I think they've delivered six or seven.
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 28:54 Chamath Palihapitiya So you take a deal, you go to Wall Street, they give you money, you start building it, you start to produce it, and then you expect General Motors or Ford or Tesla to start buying this stuff. 2 times in the scene
- ▶ 31:18 Jason Calacanis Medical devices, it's a lot more, but even in a Tesla Model Y, it's, it's less, it's 10 bimps.
- ▶ 1:02:42 Jason Calacanis Freeberg, CEO of Uber and Tesla believe the opposite.
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
- ▶ 15:15 Andrew Ross Sorkin Elon Musk would not have created Tesla and said somebody speculated on him early when it all seemed totally insane.
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
- ▶ 5:09 Cathie Wood Now that autonomous taxis are debuting in the case of Tesla in Austin and San Francisco.
- ▶ 6:27 Cathie Wood The mag six, uh, it used to be called the mag seven, but they threw Tesla out when it wasn't behaving like the rest of the mag six.
- ▶ 14:18 Jason Calacanis I drove in a FSD car when Tesla was private, or whatever it is, and where I looked at Coinbase when it was private, or Uber.
- ▶ 16:12 Cathie Wood We put out a model, uh, once a year of Tesla. 2 times in the scene
- ▶ 18:42 Jason Calacanis What business do they have overriding the shareholders of Tesla when it comes to a pay package and all those shareholders who did that drive-by lawsuit?
Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 6:17 Chamath Palihapitiya Tesla, you know, Tesla recently merged two pads, and now they're working on AI-Five and AI-Six, um, and some of the more emergent companies like Cerebris, and there's a whole slew of companies now, Grok, and others that have raised… 2 times in the scene
Eric Schmidt on AI, the Battle with China, and the Future of America
- ▶ 16:35 Jason Calacanis So you're investing in this drone technology, and then do you think Optimus and humanoid robots are the next, you know, volley in this, um, new warfare?
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
- ▶ 19:00 David Sacks 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.
Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
- ▶ 5:19 Dara Khosrowshahi So when you look at the compute and many of the other players, the compute in terms of flops and memory, et cetera, in the back of the car, uh, car is pretty expensive, pretty extensive, uh, and I think Tesla's approach is with a much…
- ▶ 10:47 Dara Khosrowshahi Every major food player, McDonald's, has a direct channel, but they have a box, and they want that box to create as much revenue as possible, so they have a direct channel, and they work through our marketplace, DoorDash marketplace, other…
- ▶ 21:05 Jason Calacanis There's one company that wants to go on, go on its own. 3 times in the scene
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
- ▶ 0:01 Jason Calacanis I believe Optimus is going to be the greatest product ever created by humanity.
- ▶ 0:36 Jason Calacanis Tesla's first robo taxis are officially on the road. 2 times in the scene
- ▶ 0:36 Jason Calacanis Tesla's first robo taxis are officially on the road.
- ▶ 1:39 Elon Musk I'm at Tesla Global Engineering Headquarters in Palo Alto.
- ▶ 2:49 Jason Calacanis Um, Optimus is, um, I think, gonna be the greatest, uh, product in the history 8 times in the scene
- ▶ 8:42 Chamath Palihapitiya And so is it like, uh, when you were first building Tesla where the supply chain doesn't exist and now you have to go out and find folks to work with
- ▶ 9:29 Jason Calacanis Cybertruck, Model Y.
- ▶ 9:29 Jason Calacanis Model X. 3 times in the scene
- ▶ 9:29 Jason Calacanis Cybertruck, Model Y.
- ▶ 12:21 Chamath Palihapitiya So there's the LLMs, there's the actuation, the hands, but also there's the, um, the silicon that runs it, and there was, you know, Dojo, I think you, you posted on X, AI-Five and AI-Six, and it just seemed like you were incredibly excited… 6 times in the scene
- ▶ 12:21 Chamath Palihapitiya So there's the LLMs, there's the actuation, the hands, but also there's the, um, the silicon that runs it, and there was, you know, Dojo, I think you, you posted on X, AI-Five and AI-Six, and it just seemed like you were incredibly excited…
- ▶ 12:21 Chamath Palihapitiya So there's the LLMs, there's the actuation, the hands, but also there's the, um, the silicon that runs it, and there was, you know, Dojo, I think you, you posted on X, AI-Five and AI-Six, and it just seemed like you were incredibly excited… 3 times in the scene
- ▶ 13:00 Elon Musk Um, yeah, so, at Tesla, we basically had two 3 times in the scene
- ▶ 13:07 Elon Musk One dojo and one, uh, dojo on the training side, and then what we call, you know, AI four, it's just our inference chip. 7 times in the scene
- ▶ 14:00 Chamath Palihapitiya So a four DX improvement in the silicon, I think then as it, as everybody here in the audience experiences it, is that just an, almost like an order of magnitude increase in the quality of FST and the safety that you experience as a Tesla…
- ▶ 26:18 Chamath Palihapitiya I mean, who else were you talking about Tesla, then you go to SpaceX?
Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
- ▶ 34:35 Jason Calacanis Because we're, we're seeing people make Optimus robots.
Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
- ▶ 26:09 Jason Calacanis We love Tesla's.
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- ▶ 48:51 Jason Calacanis There were a series of loans that Obama set up for, uh, Tesla, Solyndra, and, um, Fisker. 3 times in the scene
- ▶ 55:33 David Sacks I mean, frankly, even Solyndra and Tesla.
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 38:25 Jason Calacanis RoboTaxi has safety drivers for a good reason. 2 times in the scene
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 47:49 Jason Calacanis The technical term is adaptive learning, and I don't know if you guys drive your own cars anymore, but in the Tesla, they just added Grok to the dashboard.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 1:32:02 Jason Calacanis I famously or notably said maybe 10 years ago, Apple should buy Tesla for 50 seventy five billion back when Tesla was, you know, in kind of dire straits. 2 times in the scene
- ▶ 1:38:10 Phil Deutsch Jason, one thing, one thing is like, if you take your ranch, you may have like a backup generator, solar, Powerwall, EV, grid, everything.
- ▶ 1:39:41 Jason Calacanis So you're saying you could take a fleet of a thousand Cybertrucks and send them to a natural disaster, plug them in and power a city or power some homes, which is how that is constructed currently. 2 times in the scene
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 58:26 Jensen Huang Tesla already has two factories, right?
Winning the AI Race Part 2: Vice President JD Vance
- ▶ 17:03 Jason Calacanis For every optimist robot or humanoid robot that eventually makes it into a factory, that'll be five or six factory jobs.
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 26:12 Chris Power You can think about this as, like, everyone in defense and aerospace needs a Tesla Model Three factory.
- ▶ 1:19:04 Kelly Loeffler Uh, SBIC money was in Tesla, for example.
- ▶ 1:32:29 Jason Calacanis If you look at Solyndra, Tesla, and that cohort, uh, Tesla paid back their loan with interest early. 2 times in the scene
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 3:42 Chamath Palihapitiya Well, the deal was basically that you could partner with Uber, license in the pony technology, and essentially start a competitor, I guess, to Waymo and Tesla? 2 times in the scene
- ▶ 8:13 Travis Kalanick That, you know, I like to say autonomous burritos, like is a Waymo going to carry a burrito or is Tesla going to have a, a machine that carries food or, you know, is there another, another company that ends up doing, you know, sort of the,…
- ▶ 21:21 Chamath Palihapitiya And it maps to an architectural decision he made at Tesla as well. 5 times in the scene
- ▶ 23:40 Chamath Palihapitiya And then the last thing I'll say is, if you look back, he made this bet once before, which was Tesla FSD versus Waymo. 4 times in the scene
- ▶ 42:33 Jason Calacanis And he said many times, like the factory is the product of Tesla.
Which Company Is Going To Win The AI Race? - David Friedberg
- ▶ 0:40 unnamed speaker My number two, more of a dark horse, but I, I would pick Tesla. 3 times in the scene
- ▶ 0:53 unnamed speaker That might become super important, not just in cars, but in Optimus.
- ▶ 1:08 Chamath Palihapitiya Tesla's one and Google's two. 5 times in the scene
- ▶ 1:21 Chamath Palihapitiya Now with XAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo.
- ▶ 4:12 unnamed speaker I think what Colossus has done and what Tesla has done, both of these things, Tesla with their own stack of hardware, to your point, Shamath, hardware plus software, plus the user application of FSD and Optimus, then you put that together… 4 times in the scene
- ▶ 4:12 unnamed speaker I think what Colossus has done and what Tesla has done, both of these things, Tesla with their own stack of hardware, to your point, Shamath, hardware plus software, plus the user application of FSD and Optimus, then you put that together…
- ▶ 5:49 David Friedberg I, I think that Tesla probably has the, it is the best place to invest if you want to have a shot at a massive new industry. 4 times in the scene
- ▶ 10:18 unnamed speaker Two, you're saying Tesla.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 24:21 Thomas Laffont Right, this performance, you can see, okay, so Meta's up 18, Google's down, Nvidia's up eight, Tesla down 20, Apple down 21, Amazon down three, and Microsoft is plus 13, right? 12 times in the scene
- ▶ 30:32 Thomas Laffont That might become super important, not just in cars, but in Optimus. 2 times in the scene
- ▶ 31:10 Chamath Palihapitiya And then all of that will be in all of the physical AI that you will interact with in your daily life, whether it's a robot,
- ▶ 33:51 Jason Calacanis I think what Colossus has done and what Tesla has done, both of these things, Tesla with their own stack of hardware, to your point, Shamath, hardware plus software, plus the user application of FSD and Optimus, then you put that together…
- ▶ 39:21 Jason Calacanis So just to be clear, Nvidia one, Google two, or Nvidia Tesla? 4 times in the scene
- ▶ 45:07 Jason Calacanis You think regime change time, maybe Tim Cook retires and put somebody who was a product person in charge of it, or maybe they should merge with Tesla and put Elon in charge of it all.
- ▶ 47:47 Jason Calacanis That seems like that's obviously the next giant consumer market is having optimists or figure in your house. 3 times in the scene
- ▶ 1:28:48 Jason Calacanis And then you have Optimus and Robots figure that are going to be in their factories. 2 times in the scene
- ▶ 1:29:25 Chamath Palihapitiya If Optimus lands a successful robot that they tune inside the Tesla factory and then are ready to sell, Amazon will buy a gajillion of them.
Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran?
- ▶ 1:24:50 Chamath Palihapitiya I saw Elon on Tuesday, and I got to spend a couple hours with him at Tesla. 4 times in the scene
- ▶ 1:25:01 Chamath Palihapitiya Yeah, one was Dojo, and then right after that was the Optimus team.
- ▶ 1:25:01 Chamath Palihapitiya Yeah, one was Dojo, and then right after that was the Optimus team.
Jared Isaacman: What went wrong at NASA | The All-In Interview
- ▶ 8:14 Jared Isaacman Poker event or something at Elon's house in, um, it was early days of, of Tesla.
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 1:22:25 Jason Calacanis Freeberg, it seems like the great innovation here might also be the American public getting upside when we gave loans to Solyndra and Tesla and Fisker and a bunch of people for battery powered, you know, energy under Obama.
Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
- ▶ 21:45 Nico Rosberg 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, um, and this startup.
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 20:24 Chamath Palihapitiya So if you are about to get hit by a hurricane, you can buy these big battery systems from Tesla as an example, but there are other ones, Generac and whatever, Train.
- ▶ 1:29:04 David Friedberg Optimist doing it. 2 times in the scene
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 41:16 Chamath Palihapitiya Last night, when they were told that this, you know, this whole Tesla thing was a total farce, they continued to publish it.
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 2:40 Andrew Ross Sorkin We got Tesla got a lot of earnings here.
- ▶ 1:05:39 Andrew Ross Sorkin I just want to hit Tesla for half a second.
- ▶ 1:05:41 Andrew Ross Sorkin Tesla's out with earnings this week. 4 times in the scene
- ▶ 1:15:35 Andrew Ross Sorkin Ok, should we talk, you want to still talk a little Tesla, or you think we should move to the science corner? 6 times in the scene
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
- ▶ 1:52:10 David Sacks You have crazy leftists firebombing Tesla dealerships painting swastikas on Tesla cars, accosting 4 times in the scene
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
- ▶ 1:38:29 Jason Calacanis You can buy a used Tesla and have this car that's better than any car made in the last 50 years.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 3:09 Chamath Palihapitiya More to Meta and more to Tesla.
- ▶ 30:14 Jason Calacanis And isn't where the puck's going that we're going to have Optimus robots, figure robots, pick a robot company doing all this work.
- ▶ 34:29 Gavin Baker You know, even between China and Tesla, I think it's going to take a long time to make vast numbers of humanoid robots.
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
Fixing the American Dream with Andrew Schulz
- ▶ 40:04 Andrew Schulz The second they feel like they're in on it, they own an apartment, they own some shares of Tesla.
- ▶ 47:39 Jason Calacanis Lighting a Tesla on fire.
- ▶ 51:36 Andrew Schulz When, if you, if your biggest holding is Tesla, please believe you're not upset.
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 31:36 Chamath Palihapitiya I started a company with these guys from Tesla to make battery materials in the United States in 2019.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 14:53 Jason Calacanis I do think Optimus and this figure and the other, there's about a dozen of these doing it credibly.
- ▶ 1:05:11 Jason Calacanis Who built those networks, whether it was Google's network, or eBay's network, or Uber's, or DoorDash's, or were part of Tesla, some number of those people are going to hit massive home runs, and they're going to move from the bottom third… 2 times in the scene
Remote Work Under Fire: All-In Podcast Unpacks Jamie Dimon’s Leaked Rant!
- ▶ 7:23 Chamath Palihapitiya Tesla or SpaceX who designs, and I'm sure Stripe is the same, who designs a lot of stuff internally that's custom built for their org.