Panasonic
3 statements across 3 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 6, 2023 by Sam Jaffe · said 18 times in 10 episodes since 2022 · across every show →
Mentions by year
brought up most by Sam Jaffe (6), Kurt Kelty (5), Shayle Kann (3), Nat Bullard (2), Gene Berdichevsky (1), Andy Lubershane (1)
tap a year for its mentions
2025 6 mentions in 2 episodes 3 per episode
2024 5 mentions in 4 episodes 1 per episode
2023 4 mentions in 3 episodes 1 per episode
2022 3 mentions in 1 episode
Everything said about Panasonic, oldest first
Apr 6, 2023 neutral
Jaffe: US-Japan trade deal was a concession to qualify Tesla for tax credits
“Essentially this was a bone that was thrown to Tesla. Because Tesla makes its battery cells in North America with Panasonic. It makes some of its materials in North America. The electrolyte is made here, the separator, the cans, some other things are made in N…”
Dec 7, 2023 neutral
The US-Japan critical minerals agreement was tailored to preserve Tesla's tax credits
“Essentially, my conspiracy theory, Is that essentially this was a bone that was thrown to Tesla. Because Tesla makes its battery cells in North America with Panasonic. It makes some of its materials in North America. The electrolyte is made here, the separator…”
Jun 26, 2025
Kelty convinced Elon Musk to partner with Panasonic for Gigafactory cells
“Starting back in my days at Tesla when Elon wanted to get into cell manufacturing, and I really argued that, no, we shouldn't do that argued with him the second time, we shouldn't do that, because he really wanted to get into cell manufacturing, because no one…”