Tesla
includes Tesla Powerwall, Tesla Model 3, Tesla Roadster, Tesla Cybertruck, Tesla Model Y, Tesla Supercharger, Tesla Model S, Tesla Full Self Driving, Tesla Semi, Tesla Cybercab, Tesla Electric, Tesla Gigafactory 1 and 5 more
38 statements across 19 episodes · 19 bullish · 4 bearish · 15 people on the record · first statement Jun 23, 2022 by Stephen Lacey · said 332 times in 62 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Shayle Kann (148), Corey Cantor (40), Sam Jaffe (20), Gene Berdichevsky (13), Michael Dunne (10), TP Huang (TP Wang) (8), Stephen Lacey (8), Jigar Shah (7)
tap a year for its mentions
2026 57 mentions in 11 episodes 5 per episode
- How China is reshaping the global auto market
- The multi-billion dollar promise of vehicle-to-grid integration
- The rise of grid power electronics with Drew Baglino
- Cracking the code on autonomous trucking
- The rise of metal fuels
- The rise of permissionless DERs
- The VC case for 'full stack deeptech'
- The electrician shortage slowing the AI boom
- 3 more episodes that year, every mention in 2026 →
2025 34 mentions in 11 episodes 3 per episode
- Catalyst Live at SF Climate Week
- How Base Power plans to use its fresh $1B
- Calibrating hype with Akshat Rathi
- How insurance can narrow the valley of death [partner content]
- GM's big new battery tech push
- AMA: Geoengineering, nuclear, power prices, and more
- The case for sodium-ion
- Repurposing EV batteries for grid storage
- 3 more episodes that year, every mention in 2025 →
2024 167 mentions in 14 episodes 12 per episode
- What’s really happening in the U.S. EV market?
- Demystifying the Chinese EV market
- Drew Baglino on Tesla’s Master Plan
- The EV market’s awkward teenage years
- What went wrong at Northvolt?
- The Big Switch: Are Batteries the New Oil?
- Getting heat pumps right
- Climate tech’s tough year in the public markets
- 6 more episodes that year, every mention in 2024 →
2023 26 mentions in 12 episodes 2 per episode
- Update: What the new Treasury rules mean for EV supply chains
- More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- Can the V2X dream become reality?
- What the new Treasury rules mean for EV supply chains
- Financing first-of-a-kind climate assets
- 2023 trends: biomass, ESG, batteries and more
- Introducing: With Great Power, a show about the people building the future grid
- What do you do with a 100-hour battery?
- 4 more episodes that year, every mention in 2023 →
2022 33 mentions in 12 episodes 3 per episode
- Seeking the holy grail of batteries
- Will charging infrastructure be a bottleneck for electric vehicles?
- Inside the Energy Department's loan deal to back hydrogen
- Which tech is overhyped, underhyped and just right?
- What the grid can learn from the internet
- Unpopular solar opinions, 2022 edition
- Booking your first zero-emissions flight
- What the Inflation Reduction Act of 2022 would mean for climatetech
- 4 more episodes that year, every mention in 2022 →
2021 15 mentions in 2 episodes 8 per episode
Everything said about Tesla, oldest first
Jun 23, 2022
Aug 11, 2022
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…”
Nov 30, 2023 neutral
Woolley: European EV charging uses roaming aggregators unlike standalone US networks
“There are what we call roaming aggregators within the European market. So there's companies like Hubject and Jurev that allow for platforms on the other side to interface with a variety of different charging infrastructure networks and provide a single seamles…”
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…”
Feb 1, 2024 bullish
Feb 1, 2024 neutral
Feb 1, 2024 neutral
Feb 1, 2024 bearish
Feb 1, 2024 bullish
Feb 1, 2024 neutral
Cantor: Hertz EV sell-off was driven by Tesla price cuts hurting resale value
“That being said, a lot of this was a residual value story, and the fact that Musk was reducing, Musk and Tesla was reducing the cost of EVs to be better for consumers is a good thing for them, but for Hertz and some of these kind of fleet customers, if someone…”
Apr 11, 2024 positive
Steingart: Early Tesla used laptop battery cells to avoid explosion risks
“Six years later, after all of these batteries catching fire, the initial team at Tesla said, let's just use cells that we don't know don't explode, which are cells that are in laptops. So the immediate predecessor to the cell that Brett took apart was used in …”
Jun 6, 2024 positive
Baglino: Tesla Master Plan Soaks Up Curtailed Power With Hydrogen and EV Charging
“We're doing hydrogen and storing hydrogen in the summer and then using that hydrogen to produce clean fuels on a, on an annualized basis and also using that hydrogen for Ammonia production and steel and other things. And so we are trying to do some things to l…”
Jun 6, 2024 neutral
Baglino: China's lithium refining dominance is driven by CAPEX, not tech or labor
“It's not like the refineries are in China because the technology to refine lithium is in China. Like, that's definitely not the case at all. It's purely been, like, the capital investment to build the refinery is the lowest in China. And it's not labor either,…”
Jun 6, 2024 positive
Kann: Clean power, electrification, and clean fuels drive global decarbonization
“Decarbonize electricity, electrify everything that you possibly can, and then basically pick up the pieces. Everything that's remaining, like, figure it out through clean fuels, or carbon management, or whatever it might be.”
Jun 6, 2024 positive
Baglino: Overbuilding renewables for winter enables cheap, flexible electrification
“With the current known technology costs for different types of storage and different types of generation, what the model does is it really Largely overbuilds renewables to solve the winter scenario, right? And now you have this large overbuilt renewable base. …”
Jun 6, 2024 bullish
Baglino: Electrification delivers nearly 3x boost in primary-to-end-use efficiency
“And so when you stack that all up and you replace that with a renewable electrified pathway, you can get almost a tripling of end use efficiency, well, sort of well to wheel or primary energy to end use efficiency boost, which actually is the, One of the first…”
Jun 6, 2024 neutral
Jun 6, 2024 neutral
Jun 6, 2024 neutral
Baglino: Global clean grid requires 1.5 TW annual renewable deployment
“1.5 terawatts is the total amount of renewable energy capacity that will need to be deployed on an annual basis to maintain the sustainable energy economy. And that's basically keeping up with plant retirements. So on a steady state basis, 1.5 terawatts is how…”
Jun 20, 2024 bearish
Jun 20, 2024 positive
Jun 20, 2024 neutral
Jun 20, 2024 positive
Jul 25, 2024 positive
Jul 25, 2024 positive
Dec 12, 2024 negative
Jaffe: Tesla Gigafactory discarded nearly half of its first-year battery cells
“The most famous, of course, is the first Tesla Gigafactory, which apparently they had close to half of their cells that they produced in the first year of that factory's production had to be discarded because they weren't getting the quality right.”
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…”
Sep 4, 2025 bullish
Oct 9, 2025 bearish
Dell: Sunrun and Tesla struggle with volatile demand due to $20,000 systems
“I think the horror stories you hear about the solar coaster and, you know, the Sunrun and the Tesla stuff, and I've talked to all kinds of people who have worked there previously and now and whatever, like, they faced these kind of supply-demand challenges bec…”
Feb 19, 2026 bullish
Baglino: Silicon carbide in Tesla inverters saved three miles of battery
“So silicon carbide went there, and then silicon carbide went into the drive inverter to make the drive inverter about one percent more efficient, which you're like, oh, that doesn't seem like a lot, but when you think about, you size the battery to give you, l…”
Feb 19, 2026 positive
Baglino: Silicon carbide doubled the power density of Tesla onboard chargers
“And so we really wanted to make the onboard charger smaller, so we used these early silicon carbide devices to make the onboard charger. Yeah, I think we reduced, increased its power density by, like, a factor of two. We dramatically reduced its cost.”
Feb 19, 2026 positive
Baglino: Silicon carbide inverters saved Tesla $400 to $500 in battery costs
“You know, while I was at Tesla, we started using silicon carbide to make drive inverters in cars because the incremental cost of the more expensive transistor was more than outweighed by the savings in battery because the drive inverter could be so much more e…”
Jun 11, 2026 neutral
Jun 18, 2026 positive
Kann: Autonomy breeds vehicle electrification and accelerates EV adoption
“Autonomous vehicles are almost certainly endemically electric vehicles. Like, it makes more sense for them to be electric vehicles, and the proof is in the pudding. All of the autonomous vehicles on the road today are electric vehicles, right? That is true of …”
Jul 23, 2026 positive
Jul 23, 2026 positive
Letendre: Tesla Uses In-App Process for Texas and PG&E Grid Programs
“Tesla, you know, does have kind of an in-app process to participate in these programs. They're started in Texas. They're working with Pacific Gas and Electric in California to participate in their VDAX pilot program, and so I believe it is kind of a streamline…”
Aug 27, 2026 bullish
Wang: Battery and EV innovations make metal fuel systems cost-competitive
“Things like just basic breakthroughs in power electronics with Tesla and with battery energy systems all driving power electronics and inverters to record low cost levels now makes a system like this very affordable, whereas 10 years ago it would have been muc…”