Tesla, every mention
12 scenes (2020), the whole family · ← back to Tesla
tap a year for its mentions
every year 2020 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
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