Tesla, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Tesla comes up

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▶ 29:34 Benedict Evans And it, and have it and just say to it, make me, make me a fully working P&L balance sheet and cash flow of Tesla with a DCF valuation.

▶ 24:08 Benedict Evans And so if the founder decides that they're going to sell their company to Google for seven million dollars in an environment in which, um, Tiger Global is leaving term sheets under every Tesla, on the windscreen wiper of every Tesla parked… 2 times in the scene

▶ 1:52 Benedict Evans Um, the big question for Tesla is, are the questions software questions or car industry questions?
▶ 15:43 Benedict Evans You know, I remember, remember the days when WeWork was like the hot thing before it all blew up, and I remember looking at this and thinking, it's actually kind of funny because I kind of mentioned Tesla and Netflix. 2 times in the scene

▶ 5:23 Benedict Evans You know, it's sort of fascinating to look at something like, um, particularly Netflix, because, I mean, I've said this sort of several times, I think Netflix and Tesla are sort of a pair, because Netflix, all the questions are TV… 4 times in the scene

▶ 35:18 Benedict Evans Whereas, you know, when Tesla's share price goes up, that doesn't prove that Tesla's got autonomy working. 4 times in the scene

▶ 29:25 Benedict Evans Um, the other side thing, of course, is the car, which is sort of, the questions are the other way around, in that there aren't, like, primary science problems, except in autonomy, which you can come back to, but, like, Apple could make a… 4 times in the scene

▶ 0:03 Toni Cowan-Brown Today we wanted to talk about, well, you wanted to talk about telcos, and we also wanted to talk about the future of cars and potentially Tesla and software. 2 times in the scene
▶ 20:40 Benedict Evans And there's this very common narrative that Tesla is a new iPhone. 9 times in the scene
▶ 29:06 Benedict Evans And this was the Tesla's insight, that if you can kind of somehow jumpstart the grace in volume, then the battery price cost will fall, and then the car sales will go up, so you get a virtuous circle going there.
▶ 34:08 Benedict Evans And the same thing for cars, like, yes, Tesla software will be 50% better than the car company's software. 5 times in the scene
▶ 38:16 Toni Cowan-Brown And I think I may be wrong on this, but I do believe that because probably tied to this bill that's coming in, but I think Tesla has decided to open up their charging stations as well to just non Tesla cars. 6 times in the scene

▶ 40:17 Benedict Evans The sort of the problem that sits at the kind of the core of a lot of this is, you know, some of this is trying to persuade me which of five brands of beer to buy or whether to buy a BMW, Mercedes or Tesla, not the Tesla advertisers.

▶ 7:16 Benedict Evans It's like saying Tesla, this is how many cars Tesla sold last year.
▶ 12:42 Benedict Evans Whereas now, you know, if I decide I would actually quite like to, you know, um, like, okay, here's Tesla, Tesla's market cap. 2 times in the scene
▶ 16:49 Benedict Evans Is Tesla a car company or a software company? 5 times in the scene

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