Tesla, every mention
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every year anyone Alex Kantrowitz 229Dick Costolo 13Saagar Enjeti 11Ranjan Roy 10Kara Swisher 6Gary Marcus 6RJ Scaringe 4M.G. Siegler 4Tom Lee 3Anthony Scaramucci 3
Verbatim, from the transcripts: the passages where Tesla comes up
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 43:03 unnamed speaker You look at Tesla, you look at hardware companies, vertical integration typically is pretty good in the hardware supply chain.
- ▶ 59:56 David Cahn And you meet the veterans who were at, you know, Tesla for 15 years.
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 0:07 Alex Kantrowitz And will SpaceX and Tesla merge? 2 times in the scene
- ▶ 43:07 Alex Kantrowitz It actually could happen in the combined Tesla and SpaceX entity.
- ▶ 49:25 Alex Kantrowitz Uh, AI, uh, so we'll, we'll keep covering that story, but, um, you, uh, have brought up that you want to talk about whether SpaceX and Tesla, uh, might merge, and how, how steep the fall of SpaceX could be, and I think it just fits… 5 times in the scene
- ▶ 58:42 Alex Kantrowitz Does that benefit SpaceX or Tesla more? 2 times in the scene
- ▶ 58:56 Ranjan Roy They're both incredibly overvalued companies that are, no, no, but that, that are betting on a much larger promise of a robotic economy that Tesla and Optimus robots everywhere or space center data centers in space.
SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War
- ▶ 8:37 Alex Kantrowitz And, um, and I think that because Elon Musk has, you know, with, say what you want about him, he's held the value of Tesla pretty much.
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
- ▶ 7:23 Dick Costolo I mean, look at, look at Tesla. 12 times in the scene
- ▶ 10:58 Dick Costolo I think data centers in space is actually like full self-driving.
- ▶ 12:34 Alex Kantrowitz I have this theory that the Tesla stock will, or the Tesla shareholders, um, who've been through this bumpy ride with Tesla, like they've been told a couple of stories, Tesla, the electric car, the self-driving car, the optimist robot, um,…
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 9:03 Ranjan Roy Like, and again, working in the industry and seeing where this technology is going to go and believing this is going to transform enterprises in most knowledge work as well, but it's still more everyone from a Google to a Meta to OpenAI to…
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- ▶ 15:21 Alex Kantrowitz And the car example comes from Tesla got into China, right? 2 times in the scene
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
- ▶ 1:21 Emil Michael Autonomous vehicles from Uber, but in reality, if you look at FSD from, from Tesla or even Waymo, the safety statistics are amazing.
- ▶ 1:21 Emil Michael Autonomous vehicles from Uber, but in reality, if you look at FSD from, from Tesla or even Waymo, the safety statistics are amazing.
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 34:18 Alex Kantrowitz It would be bigger than Meta and Tesla. 7 times in the scene
- ▶ 34:32 Alex Kantrowitz If I could get a hold of, um, SpaceX, which has like a clearer, I think a clearer trajectory, like Tesla right now is a bet on Optimus, and SpaceX is like a bet on space and AI, I might just sell some shares from Tesla and buy in SpaceX,…
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 52:42 Stephen Morris I mean, one of the people are desperate to invest in all these hot private companies like Stripe and SpaceX and Anthropic, and you can kind of get exposure to it by hook and by crook, but the real game changer would be if Elon's army of…
Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- ▶ 59:04 Bret Taylor I mean, uh, you know, he's a company, he's created everything from SpaceX and look at the impact of Starlink, let alone, uh, Tesla and X.
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 39:14 M.G. Siegler Like why, why didn't Avis, where was Avis, uh, in the, uh, in the app store and buying Teslas.
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 25:19 Alex Kantrowitz Tesla. 10 times in the scene
- ▶ 26:21 Reed Albergotti And the Tesla FSD has come such a long way.
- ▶ 28:42 Alex Kantrowitz That, I mean, it's one thing to have like nice autopilot, uh, on your car for like some stretches, but once you can send, you feel comfortable enough to send these things out into the wild and let them go.
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 17:27 Alex Kantrowitz Well, you brought me right to Tesla. 2 times in the scene
- ▶ 19:28 Alex Kantrowitz So let's talk about Tesla. 3 times in the scene
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 46:24 M.G. Siegler And he's already been talking about how, excuse me, the, um, you know, his, his robots are optimists are going to be the biggest business ever, not just like the big, you know, biggest business of Tesla, the biggest business of all time… 2 times in the scene
- ▶ 46:24 M.G. Siegler And he's already been talking about how, excuse me, the, um, you know, his, his robots are optimists are going to be the biggest business ever, not just like the big, you know, biggest business of Tesla, the biggest business of all time…
Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet
- ▶ 51:57 Alex Kantrowitz He declared that his juice press wields four tons of force enough to lift two Teslas. 2 times in the scene
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 0:03 Alex Kantrowitz Elon Musk gets a one trillion dollar pay package to build an entirely new Tesla, and Amazon sues perplexity.
- ▶ 0:38 Alex Kantrowitz Elon Musk also won a one trillion dollar pay deal that obviously goes in different steps, but is, uh, has finally been passed by Tesla. 2 times in the scene
- ▶ 35:07 Alex Kantrowitz Tesla shareholders, according to the Wall Street Journal, approved his one trillion dollar pay package. 13 times in the scene
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 53:18 Ranjan Roy Everyone has painted the picture, Elon more than others, that humanoid robots, remember Optimus, haven't heard much about that recently.
Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- ▶ 38:32 Alex Kantrowitz And then there's Tesla, which is, um, which is, I would say advancing, but not quite there yet. 7 times in the scene
- ▶ 38:38 Alex Kantrowitz We don't have autopilot now.
- ▶ 38:51 Bill Vass That that's, that's, um, so I have two Teslas and I, I play with a full self-driving all the time.
Vibe Coding: Everything You Need To Know — With Amjad Masad
- ▶ 25:19 Amjad Masad If you're writing software for my Tesla, I don't want you to be vibe coding.
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 0:30 Alex Kantrowitz Stephen Morris is the San Francisco Bureau Chief at the Financial Times and is here to speak with us about everything OpenAI, GPT-V, and we might even cover some Tesla earnings.
- ▶ 35:25 Stephen Morris Not only did it almost destroy Tesla's business model overnight, um, it also kind of gutted the ability of the US to compete with China on renewable energy, at least in terms of the investment and deployment.
- ▶ 46:37 Alex Kantrowitz So I'll give you one question each on Alphabet and Tesla, and then I want to get to this memo that Sonia Nadella wrote about layoffs at Microsoft, and then we'll get out of here.
- ▶ 49:59 Alex Kantrowitz Um, Tesla had a very bad earnings report. 18 times in the scene
Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- ▶ 46:55 Alex Kantrowitz Uh, but on the other hand, it seems like losing that seven, I think it's 700 and, uh, 7500 dollar credit, um, for Tesla buyers is going to smart, uh, pretty, pretty bad, at least in the short term. 8 times in the scene
The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
- ▶ 0:36 Alex Kantrowitz Of course, Tesla, uh, has gotten its robo taxi initiative underway and Jeff Bezos is getting married.
- ▶ 54:57 Alex Kantrowitz We must get to Tesla self-driving. 10 times in the scene
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- ▶ 3:21 Tom Lee Like stocks like Tesla or Palantir define, they defy people's fundamental understanding of earnings because the valuation of the stock relative to its earnings seems far greater than someone can explain, but that's because these have… 2 times in the scene
- ▶ 29:24 Tom Lee So we have to, like today, we're seeing it today with like Tesla.
- ▶ 48:48 Alex Kantrowitz Um, we've already seen it in some ways with the Tesla, so that's kind of totally unrelated.
- ▶ 49:19 Alex Kantrowitz The companies that are down, Amazon down five percent, Google down 15%, Tesla down 15%, and then Apple down 17%.
OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
- ▶ 44:41 Alex Kantrowitz Uh, we also have Tesla, uh, starting to roll out its pilot.
Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
- ▶ 56:27 Ranjan Roy Even if they're getting burnt and Tesla Optimus is not going to fight back and let it be, let itself be burnt.
Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
- ▶ 38:45 Alex Kantrowitz So four implications for four players here, Tesla, SpaceX, the tech right, and Elon and his legacy. 10 times in the scene
- ▶ 40:09 Alex Kantrowitz And I think it will probably stop, let's say Trump supporting a cyber truck, uh, would be buyers from going out and buying the cyber trucks. 2 times in the scene
- ▶ 41:31 Ranjan Roy They have to, Optimus, self-drive, like, self-drive, robo-taxis.
- ▶ 47:08 Alex Kantrowitz Like if SpaceX gets to Mars and, uh, Tesla starts shuffling people around the world with autonomous cars, then this will be a footnote.
Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- ▶ 14:08 Alex Kantrowitz Contracts with SpaceX, contracts with Tesla.
- ▶ 22:05 Anthony Scaramucci So Model S comes out, uh, do you know who Elon Musk is?
- ▶ 28:12 Anthony Scaramucci I think Tesla's a great company. 2 times in the scene
Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- ▶ 40:46 Alex Kantrowitz With a story that Tesla shareholders are demanding Elon Musk work 40 hours per week amid a crisis, and they sent a letter to the Tesla board chair saying that the board must require Musk to spend a minimum of 40 hours per week at the… 3 times in the scene
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 34:55 Ranjan Roy In the same way, like, I mean, Tesla, we've seen the brand impact on the product sales,
Is Anthropic’s Claude AI Conscious, Shopping in ChatGPT, Systrom vs. Zuck
- ▶ 21:24 Alex Kantrowitz We've seen a little bit of a movement with optimists, although it's not quite clear how far that program is going within Tesla, but 3 times in the scene
- ▶ 21:24 Alex Kantrowitz We've seen a little bit of a movement with optimists, although it's not quite clear how far that program is going within Tesla, but 3 times in the scene
- ▶ 33:31 Alex Kantrowitz So let's talk about Tesla very quickly. 17 times in the scene
- ▶ 37:24 Alex Kantrowitz So it's much bigger than, you know, can they sell, you know, the model wise.
Is OpenAI's o3 Model AGI? Is AI The New Social Media? Zuck's Revealing Testimony
- ▶ 3:43 Ranjan Roy I mean, I guess you juice Tesla stock
Why China's AI Strategy Just Might Work — With Grace Shao
- ▶ 46:42 Alex Kantrowitz Maybe they've had some other, uh, people piloting the optimists, but, um, the stuff that we're seeing from China has been pretty, pretty impressive.
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 0:10 Alex Kantrowitz He cut his Tesla target, uh, to three 15 from five 50. 6 times in the scene
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 0:45 Alex Kantrowitz We're going to cover why Trump is doing this, if it's likely to succeed, when he might blink, what it means for the tech giants, including Apple, Amazon, Google, Meta, Microsoft, Nvidia, and Tesla.
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 22:33 Alex Kantrowitz Tesla, Amazon, Microsoft, Apple, Alphabet have all fallen since the beginning of the year. 11 times in the scene
- ▶ 30:13 Alex Kantrowitz Um, so don't buy based off of this advice, but is this a moment that you'd want to invest in companies like Tesla as they're, uh, being hit by sentiment and maybe the magnificent seven as they're sort of, um, they're being, uh, put in the… 3 times in the scene
The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
- ▶ 54:59 Chris Hayes I mean, the question of is, is, should Tesla be valued at 25 times Toyota? 2 times in the scene
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 15:42 Alex Kantrowitz Or why are we buying Teslas? 7 times in the scene
- ▶ 20:20 Alex Kantrowitz Um, and okay, you have the cyber truck and that is going to be a symbol of, you know, being conservative and being pro Trump.
- ▶ 38:28 Saagar Enjeti Okay, so, thinking about AI, um, do you, have you ever used Tesla full self-driving? 2 times in the scene
- ▶ 38:35 Saagar Enjeti Okay, so, uh, I have a Tesla, and I have full self-driving. 6 times in the scene
Bold Predictions For Tech and AI in 2025 — With Casey Newton
- ▶ 39:55 Alex Kantrowitz Speaking of Google projects, I mean, in 2024, the field of self-driving was, I don't want to say ceded to Google because Tesla's still in the game, but, um, I mean, Waymo really cleared a lot of the competition out.
OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- ▶ 55:01 Ranjan Roy But that's like a lot of liberal people are still sitting on Tesla's and, uh, I don't know what it says about them right now. 3 times in the scene
Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
- ▶ 0:52 Alex Kantrowitz He's of course the Tesla CEO and Rivian competitor. 9 times in the scene
- ▶ 5:38 Alex Kantrowitz It seems like the identity of a Tesla owner is a little bit in flux, right? 2 times in the scene
- ▶ 9:41 Alex Kantrowitz If he wants to come on, I'm going to drive a cyber truck.
- ▶ 13:30 RJ Scaringe Hardware consolidation to massively simplify, uh, the topology of computers, which is us and Tesla, of course.
- ▶ 16:21 RJ Scaringe So let me first describe how, with the exception of us and Tesla, what a vehicle network architecture looks like.
- ▶ 23:59 RJ Scaringe You know, Tesla's a great example of this. 2 times in the scene
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- ▶ 10:25 Alex Kantrowitz I mean, you could think about the Apple turnover and then you think about the Tesla turnover and you're just like, oh, Apple is a beacon of stability. 2 times in the scene
- ▶ 27:05 Dan Ives Initially, semis, tariffs, retaliatory for Apple, Tesla.
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 8:05 Josh Brown Um, Tesla wasn't yet a part of it, and it wasn't really about AI.
- ▶ 1:02:05 Josh Brown Um, Amazon and Tesla are probably the furthest away from their fifty-two-week highs of that group of stocks.
OpenAI's Leaked Financial Data
- ▶ 1:50 Cory Weinberg And I think, look, when you, you have, uh, growth so far that puts them, you know, sort of in Google and Facebook territory in terms of revenue growth, um, you know, early in their history, you know, yeah, they're gonna lean into it and be…
- ▶ 27:43 Alex Kantrowitz We'll be back on the second half to talk about Tesla's robo taxi event and a couple other big stories from the week back right after this.
NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- ▶ 9:02 Alex Kantrowitz I thought it was largely the car makers, like the Waymos or the Teslas that are developing the autonomous technology.
- ▶ 14:26 Alex Kantrowitz Another school of thought, I'm just going to call it the Tesla school of thought is that you just need a few cameras and then eventually you'll be able to train machine learning models to the point where you can run your Tesla autonomously… 6 times in the scene
- ▶ 15:36 Alex Kantrowitz How's the latest full self-driving update?
Peter Diamandis — Embracing AI, Befriending Elon, And Living Forever
- ▶ 23:59 Alex Kantrowitz It seems like Twitter was an impulse buy even the most recent where he fired a good chunk of the, or I think the entire supercharger team. 2 times in the scene
Decoding the NVIDIA Trade - With Michael Batnick
- ▶ 12:25 Alex Kantrowitz First question I have for you is, is this something that is kind of like the next Tesla, right? 4 times in the scene
- ▶ 23:33 Alex Kantrowitz It hit a couple during the pandemic with the Zoom and some others, Tesla, but yeah, especially now Tesla's dragging it down. 2 times in the scene
Box CEO Aaron Levie — What Cheaper, Faster, and Smarter AI Gets Us
- ▶ 29:26 Alex Kantrowitz Uh, you said, uh, finally got around to trying the latest Tesla full self-driving last night.
- ▶ 29:26 Alex Kantrowitz Uh, you said, uh, finally got around to trying the latest Tesla full self-driving last night.
AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- ▶ 13:13 Alex Kantrowitz oh, I think there's like this big GPU cluster that Tesla has. 2 times in the scene
Kara Swisher Rates Tech Leaders
- ▶ 7:56 Alex Kantrowitz I mean, Tesla today, we're talking on Monday, this episode's coming out Wednesday at 10%. 7 times in the scene
- ▶ 8:45 Kara Swisher It's like he hasn't, look at, he hasn't done, he's done, he did the Y and the X, the Y, but, you know, then Cybertruck? 3 times in the scene
- ▶ 8:45 Kara Swisher It's like he hasn't, look at, he hasn't done, he's done, he did the Y and the X, the Y, but, you know, then Cybertruck?
- ▶ 8:45 Kara Swisher It's like he hasn't, look at, he hasn't done, he's done, he did the Y and the X, the Y, but, you know, then Cybertruck?
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