Tesla, every mention
9 scenes (2025), the whole family · ← back to Tesla
tap a year for its mentions
every year 2025 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
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,