Tesla, every mention
60 scenes, the whole family · ← back to Tesla
tap a year for its mentions
every year anyone Ted Seides 9Alex Sacerdote 9Gregg Lemkau 6Tony Davis 4Morgan Housel 4Mike Maples, Jr. 4Bill Orem 4Ben Forman 4Jonathan Lewinsohn 3Jeremy Grantham 3
Verbatim, from the transcripts: the passages where Tesla comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 48:23 Baroness Dambisa Moyo The specific example, we love our Teslas.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 46:36 Gavin Baker You can't be long a stock like GM and be short Tesla.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 26:50 Jonathan Lewinsohn Conrad Hertz had a problem coming out of their restructuring that they had too many Teslas. 3 times in the scene
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 18:51 Alex Sacerdote Examples of that are when we first bought Tesla at the end of 2019 and 20 20, when the EV S curve really took off because Elon got the price 4 times in the scene
- ▶ 19:03 Alex Sacerdote Of the model three down to 40,000.
- ▶ 29:59 Alex Sacerdote And there are a lot of electric vehicle companies that tried to be Tesla or BYD, and they're all very likely to
- ▶ 32:54 Alex Sacerdote Tesla and the EVS curve was amazing, and they had a great competitive advantage, and they had underappreciated earnings power. 2 times in the scene
- ▶ 38:20 Alex Sacerdote Tesla's quite high.
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 15:48 Ben Forman If you look at something like what's going on with Tesla right now, or what went on with GameStop in 2021, I do think there's an element of it that's easy to dismiss, but it's always existed in markets.
- ▶ 45:22 Ben Forman So then if you have multiple AI agents that are trading against each other in like a weather market, or how many Model Xs will Tesla sell next quarter, taking all the world's information 2 times in the scene
- ▶ 45:22 Ben Forman So then if you have multiple AI agents that are trading against each other in like a weather market, or how many Model Xs will Tesla sell next quarter, taking all the world's information
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 29:56 Louis-Vincent Gave If you want to self-drive on Tesla,
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 36:25 Mike Maples, Jr. Non-consensus and right, a recent example would be the Cybertruck from Tesla. 3 times in the scene
- ▶ 38:45 Mike Maples, Jr. And nobody after the cyber truck says, how does that compare to an F one 50?
Ben Hunt - The Stories that Drive Markets (EP.393)
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 23:10 Cliff Asness People thought all you needed was Peloton and Tesla forever, but at no point did we face going out of business risk.
- ▶ 57:14 Cliff Asness Put all your money in Tesla.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 46:29 Michael Milken I mean, Tesla was not investment grade that even it was, it was approaching a trillion dollars in market cap.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 47:13 Ted Seides So Tesla is like a notorious battleground stock mentioned, not in your portfolio. 7 times in the scene
Morgan Housel – Same as Ever (EP.359)
- ▶ 17:03 Morgan Housel One last example I'll give you, someone once made this point that I thought was really brilliant, that the greatest product that Elon Musk has ever made is not a Tesla car. 4 times in the scene
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- ▶ 42:31 Nicolai Tangen Since we are an index near fund, we can buy a Tesla on a Monday and sell it on a Friday because of index changes.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 25:54 Allison Thacker But it's not an overnight thing, and in the meantime, you need natural gas to power some piece of the power infrastructure in most states in order to charge your Teslas.
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 33:54 Finny Kuruvilla So a lot of people, they'll say like, oh, they worked at Tesla, or they worked at Biogen, or they worked on such an, and like, they just assume that there's a credit that that person should get by virtue of being associated with some…
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 54:43 Chris Sacca Maybe they came out of Tesla, and they just know how to ship and build, and that's what they do, but they're not as great at user interfaces.
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 15:56 Richard Craib And then you don't know what the rows mean, but row one could be Tesla, row two could be Apple.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 47:15 Ashby Monk I was complaining about ESG well before Elon Musk complained that Tesla had the same rating as Exxon or something.
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 41:13 Anthony Scaramucci But Tesla dropped 65% last year.
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 13:55 Gregg Lemkau So, interesting, Elon wasn't a close client of mine, but I got called into a situation when he was attempting to take Tesla private. 6 times in the scene
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 27:04 Avichal Garg You see this with Tesla.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 33:27 Steve Drobny I mean, if you think about Tesla and what he's done with, with electric cars and getting off fossil fuels, it's just incredible.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 52:50 Josh Wolfe Their ability to execute and see the vision, they're super high signal, and so to attract more people like that, I surround myself with people like that, and then the messages that I have, I like to speak truth to power, and so whether…
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 26:10 Richard Tedlow If you look at what Elon Musk, if you look at the Model three unveil, which was in 2016,
- ▶ 48:43 Richard Tedlow The smartest thing I ever did was not shorting Tesla, but I've made some mistakes in classes.
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- ▶ 37:27 Paula Volent Say they're a short Tesla, whereas in the long fund, they're long Tesla.
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
- ▶ 25:25 Jan Garfinkel Michigan is super automotive focused, all the big, except for Tesla, all the big automotive companies are there.
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 39:54 Bruce Martin And if I saw stocks like Tesla or Netflix or things that had these valuations that made absolutely no sense to me, I wouldn't own them.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 23:48 Jeremy Grantham Having a Tesla quadruple this year. 3 times in the scene
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
- ▶ 42:22 Jesse Walden Like, Elon Musk published this famous blog post, The Secret NASA Plan of Tesla.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 52:59 Jeff Hausenbold Every industry, Netflix versus Hollywood, Tesla against Detroit, Uber against the taxi and limousine companies, Airbnb against the hotel industry.
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 47:06 Ted Seides As we look out, there's been a lot of interest, particularly starting with Bitcoin, Elon Musk buying for Tesla's balance sheet and MassMutual, and obviously Michael Saylor at MicroStrategy.
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
- ▶ 51:21 Ted Seides We've seen Elon Musk do a huge purchase for Tesla.
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
- ▶ 1:02:40 David Baran Well, it's probably worth five to seven billion based upon where Snowflake or, you know, Tesla or PDD is trading, but these kinds of things where you can come in and now say, well, I can deploy a hundred million dollars into InfoMark.
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 49:21 Paul Salem I own, actually, I own two Teslas. 2 times in the scene
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 50:04 Chamath Palihapitiya And I know this is going to sound crazy, but like, you know, when we underwrote Tesla, we thought that when we underwrote Amazon, we thought that some of our best public market investments were those companies.
- ▶ 56:42 Chamath Palihapitiya Like, for example, in climate change, one of the most interesting things that I believed in for a while, and I've talked about this publicly around Tesla, is that we are going to disrupt utilities.
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- ▶ 24:21 Sir Paul Marshall Tesla is up 400% in three months.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 13:50 Matthew Granade So like Tesla was one of our first customers, parts of the U S intelligence community.
- ▶ 47:58 Matthew Granade You want to invest in Tesla.
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
- ▶ 56:01 Hiro Mizuno Recently joined the Tesla board, and I actually may join several others.
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 28:11 Reuben Munger And we had owned the largest electric vehicle fast charging network here in the U S other than Tesla.
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 31:33 Tony Davis But you get these bizarre effects where on scope one and two, for example, Tesla has the same or even more emissions per unit volume than do GM and Ford. 2 times in the scene
- ▶ 35:31 Tony Davis I mean, just to use the Tesla example, some really like them because they're electric vehicles. 2 times in the scene
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
- ▶ 32:19 Bob Litterman So Tesla, but you know, is the valuation there realistic?
Andrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocators, EP.133)
- ▶ 32:15 Andy Golden That Tesla stock is not going to buy and sell itself.
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 58:14 James Aitken So whether there's actually any mechanical flow from the Fed's balance sheet increasing to Tesla or whatever, the answer is there isn't, but the signaling effect is all that matters. 2 times in the scene
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
- ▶ 46:02 Jason Karp Still think of like Apple or Nike or Tesla, where they're very large and they're still trusted and people still want to consume their products or like their products.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 53:40 Josh Wolfe You see me, which is heresy in the venture world, rail against Elon Musk, specifically as relates to Tesla as a publicly traded company.
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 56:06 Michael Cembalest Last week, I did a post on Tesla, a story in pictures, which was kind of a brutal and cruel assessment of everything you're going on at Tesla, including, by the way, a chart on CEO compensation that shows how much Elon Musk gets paid for a…