Tesla, every mention
67 scenes, the whole family · ← back to Tesla
tap a year for its mentions
every year anyone Brad Gerstner 127Bill Gurley 59Sunny Madra 3Apoorv Agrawal 1
Verbatim, from the transcripts: the passages where Tesla comes up
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 20:40 Apoorv Agrawal Um, on the Tesla, this is on the Tesla FSD.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 13:54 Brad Gerstner And then number three, I'm just curious, like how Tesla is able to compete so effectively
- ▶ 29:01 Bill Gurley Which is why TSMC's in Arizona, which is why Tesla's in Texas.
- ▶ 39:11 Brad Gerstner Today, as Farley said, there is not a U.S. manufacturer, sans perhaps Tesla, that comes anywhere close to being able to compete in that way on a global basis. 3 times in the scene
- ▶ 43:38 Bill Gurley And then lastly, you know, Elon's published all the Tesla patents.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 26:09 Sunny Madra It's almost like the demand for like a, you know, like a Tesla Roadster or something, or a Model Y before it came out.
- ▶ 26:09 Sunny Madra It's almost like the demand for like a, you know, like a Tesla Roadster or something, or a Model Y before it came out.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 37:49 Brad Gerstner We use this to not only build electric motors that go in our Teslas, but we use them in electric motors that go into parts that are critical to our, to our military.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 53:07 Bill Gurley You know, more damning than just the one Tesla thing. 3 times in the scene
- ▶ 1:14:13 Brad Gerstner I don't see people attacking Elon for having Tesla in China or Tim Cook for having Apple in China, right?
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 51:55 Brad Gerstner Tesla reported tonight, um, and, and the markets are clearly struggling. 3 times in the scene
- ▶ 58:16 Brad Gerstner Tesla's out tonight, and even though, you know, earnings came in a lot lower than expected, I think people are looking through that as kind of one time.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 1:00:18 Brad Gerstner It's like my Tesla, right?
- ▶ 1:00:20 Brad Gerstner I had an old Tesla Model S like seven years old.
- ▶ 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.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:26 Brad Gerstner We need the Teslas.
- ▶ 35:25 Brad Gerstner We need the Teslas.
- ▶ 48:07 Brad Gerstner Think about what Elon had to do at Tesla, right?
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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.
- ▶ 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.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 16:03 Brad Gerstner If Trump cuts the federal EV tax credit, which many, many observers say we should cut at this point in time, it's no longer needed, but the government in all of his wisdom said we, he's going to revive the EV tax credit in a way that… 6 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:27 Brad Gerstner I think that's very beneficial to Tesla and to Waymo and to anybody else who's in the, the full self-driving game. 16 times in the scene
- ▶ 22:44 Brad Gerstner I, our team's doing a tremendous amount of work around FSD. 8 times in the scene
- ▶ 36:35 Brad Gerstner But everybody who owns a Tesla has Tesla app on their phone, and all they have to do is toggle, says yes, this time's a day. 3 times in the scene
- ▶ 39:12 Bill Gurley There's another question, I think, which is both Waymo and Tesla have ended at potentially licensing.
- ▶ 1:02:05 Brad Gerstner We just talked about the ones in FSD.
- ▶ 1:02:07 Brad Gerstner It may very well be that this is terrible for a lot of, you know, OEMs, but really great for Tesla.
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 41:55 Bill Gurley You know, in, in Tesla's case, and XDAI's case, and, and Meta's case, they're consuming this, you know, for their own. 2 times in the scene
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:52 Sunny Madra So I wonder how much, um,
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:00 Brad Gerstner Think about, you know, the Roadster was a lot more expensive for Tesla to build.
- ▶ 43:00 Brad Gerstner Think about, you know, the Roadster was a lot more expensive for Tesla to build.
- ▶ 43:05 Brad Gerstner Right, than the Model Three, um, once you are producing a million of these cars.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 42:59 Bill Gurley You know, we've already talked about Tesla and full self-driving.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:01 Bill Gurley And holding an EV summit without inviting Tesla, who has like, 95% of the shipments in the US, is, I don't know how you even do it with a straight face.
- ▶ 1:03:38 Brad Gerstner So today, um, you know, Tesla reported tonight, um, they missed their numbers a little bit on, on, on margins. 4 times in the scene
- ▶ 1:06:32 Brad Gerstner She said, you know, they're still catching up to FSD 11. 7 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 35:09 Brad Gerstner I mean, we're seeing breakthroughs in self-driving that 2 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 45:55 Brad Gerstner Well, another topic I think that, uh, you know, we've talked about on this pod, we had some developments on this week, you know, and I wanted to dig deeper in, and this is to the shareholder vote as it pertains to Tesla.
- ▶ 51:17 Bill Gurley So it's my belief that the, um, that many of the attorneys and lawyers that live in the Delaware ecosystem, um, were very eager for Tesla to appeal this thing and push it to the Delaware Supreme Court. 3 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:25 Bill Gurley I would, so, so you use maybe like Elon and the Tesla example.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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. 9 times in the scene
- ▶ 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
- ▶ 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. 10 times in the scene
- ▶ 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
- ▶ 48:13 Brad Gerstner So there's, you know, so we can start by just asking the question, how do we think Tesla will go to market with its robo taxi, right? 14 times in the scene
- ▶ 57:40 Bill Gurley And I, I mean, that's clearly up to, uh, the powers that be at Tesla to make that decision. 8 times in the scene
- ▶ 1:10:42 Brad Gerstner Next, next week we have, we have Tesla report. 2 times in the scene
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 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.
- ▶ 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
- ▶ 53:13 Brad Gerstner And so I think, you know, as I look at the, read the tea leaves, I see pockets of weakness in the economy, particularly if you look at, you know, housing autos, you know, Tesla really missed their number today in terms of new cars shipped… 2 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 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. 4 times in the scene
- ▶ 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. 6 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
- ▶ 21:08 Bill Gurley This part where Tesla has the car in the garage at night and uploads gigabytes and puts it right into the model. 9 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
- ▶ 26:04 unnamed speaker So we have Optimus at Tesla, um, figure AI just raised some money from open AI and, and, and, and Microsoft. 5 times in the scene
- ▶ 26:04 unnamed speaker So we have Optimus at Tesla, um, figure AI just raised some money from open AI and, and, and, and Microsoft.
- ▶ 28:31 Brad Gerstner So, um, you know, we talked a little bit about how models, you know, these open source models are, you know, are driving a lot of the improvements at Tesla. 2 times in the scene
- ▶ 50:43 Brad Gerstner Um, remember the company was on the verge of bankruptcy. 4 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 0:40 Brad Gerstner First, I got to take a ride in full self-driving 12. 2 times in the scene
- ▶ 0:56 Brad Gerstner Tesla rebuilding their models, 2 times in the scene
- ▶ 15:29 Brad Gerstner So, you know, I was talking about Tesla, you know, start off the conversation.
- ▶ 40:18 Brad Gerstner We meet with Tesla, et cetera.
- ▶ 1:14:17 Brad Gerstner We talked about enterprises, whether they're doing, ah, they're engineers in code generation, or whether customer service centers, or whether Tesla in full self-driving,
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 30:04 Brad Gerstner Because we have, uh, you know, a few of these companies, Apple's flat on the year, Tesla's down on the year.