Tesla Full Self-Driving, every mention

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every year anyone Brad Gerstner 34Bill Gurley 11Apoorv Agrawal 1

Verbatim, from the transcripts: the passages where Tesla Full Self-Driving comes up

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Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod Sep 11, 2025 · 1 mention

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention

  • ▶ 1:00:32 Brad Gerstner It wasn't as good as the new model I bought in December with full FSD and everything else, but it didn't feel like a really old car because the software was constantly updating.

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention

  • ▶ 1:09:38 Brad Gerstner And I picked up a new Tesla S at the end of last year with hardware for, just so I could be on the latest of FSD.

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Nov 21, 2024 · 9 mentions

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 7 mentions

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jul 11, 2024 · 2 mentions

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 2 mentions

  • ▶ 50:10 Brad Gerstner Um, of course, Bill and I did have been doing a couple of deep dives on full self-driving, uh, at Tesla, as well as, um, you know, their ride share project that's now moved front and center because of the breakthroughs they've had on FSD. 2 times in the scene

Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 18, 2024 · 8 mentions

  • ▶ 42:02 Bill Gurley One, um, Tesla has had some breakthroughs with FSD-II and are, they've already announced they're gonna start talking about their RoboTaxi initiative in a more public way. 6 times in the scene
  • ▶ 45:59 Brad Gerstner You know, you and I did this, ah, this breakdown on FSD-II and we said one of the downsides of Waymo and Cruze is they have these deterministic models, right? 2 times in the scene

Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod Apr 4, 2024 · 3 mentions

  • ▶ 5:08 Bill Gurley Um, not, not opting out of the question, but you know, you and I went deep with the, on the topic of, of self full self-driving at Tesla and model 12. 3 times in the scene

Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod Mar 7, 2024 · 10 mentions

  • ▶ 3:45 Brad Gerstner We teased, uh, on the pod, I think at the start last time that I had taken a, uh, you know, a test ride, um, in, uh, in Tesla's new FSD. 3 times in the scene
  • ▶ 10:55 Bill Gurley And these AI models that Tesla's used for, for FSD-II are these generic open source AI models that you can find on hugging face, you know, and, and, and they obviously customize them. 2 times in the scene
  • ▶ 22:25 Brad Gerstner With no FSD, they're making about two and a half thousand bucks, uh, on a vehicle. 5 times in the scene

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 2 mentions

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