Tesla, every mention
192 scenes, the whole family · ← back to Tesla
tap a year for its mentions
every year anyone Shayle Kann 148Corey Cantor 40Sam Jaffe 20Gene Berdichevsky 13Michael Dunne 10TP Huang (TP Wang) 8Stephen Lacey 8Jigar Shah 7Drew Baglino 6Steve Letendre 5
Verbatim, from the transcripts: the passages where Tesla comes up
The rise of metal fuels
- ▶ 28:05 Richard Wang Like, these days, a lot of hyperscalers are actually having to install large Tesla megapacks to provide power quality, so all those spiky loads don't
- ▶ 28:05 Richard Wang Like, these days, a lot of hyperscalers are actually having to install large Tesla megapacks to provide power quality, so all those spiky loads don't
- ▶ 32:24 Richard Wang 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…
The electrician shortage slowing the AI boom
- ▶ 32:30 unnamed speaker Uh, I think you compared it to, um, uh, wall units from Tesla.
The commercial battery comeback
The multi-billion dollar promise of vehicle-to-grid integration
- ▶ 0:22 Shayle Kann That's about seven power walls worth of storage from an energy capacity perspective, and it's sitting parked and idle.
- ▶ 1:01 Shayle Kann Every Cybertruck on the road can already export north of 11 kilowatts.
- ▶ 6:37 Steve Letendre And so just to give you a sense of, uh, where we are commercially, the, the Tesla Cybertruck, uh, V to G product is an AC architecture. 3 times in the scene
- ▶ 10:05 Steve Letendre There is another pathway for getting, uh, interconnection approval for V to G AC systems, which Tesla has, has pursued in some jurisdictions, uh, and we can get into that as well.
- ▶ 10:52 Shayle Kann We talked about the cyber truck. 2 times in the scene
- ▶ 12:07 Steve Letendre Of course, the CHAdeMO standard is now gone out of favor in the United States, and so the new offerings are based either on CCS or the NAC, uh, the North American charging standard, and so, uh, the Tesla system, uh, with the Cybertruck is…
- ▶ 14:33 Shayle Kann As usual, so our Tesla doing it all in-house, and then a bunch of others sort of doing it through partnerships and so on. 2 times in the scene
- ▶ 14:43 Shayle Kann So walk me through the cost, I guess, first, and I know this, as we said before, this differs whether you're, you have a cyber truck or whether you have a something else, but what is the, what is the upfront, what's the capex of making…
- ▶ 18:23 Shayle Kann You know, like, if you're using it for backup, V to H, that being V to H, then, then it makes a lot of sense, because you can compare it against a whole home generator, or maybe like a, you know, three power walls, or whatever.
- ▶ 28:28 Shayle Kann Like, is Tesla selling Cybertrucks in Texas and saying, if you sign up for this program, we'll aggregate you
How China is reshaping the global auto market
- ▶ 11:29 Michael Dunne And then you have a second category, a brand new category, and think of these as like the Teslas of China. 4 times in the scene
- ▶ 14:44 Michael Dunne And Tesla's, uh, proof of concept of that, half of Tesla's global production is centered in China. 2 times in the scene
- ▶ 19:27 Shayle Kann Um, you know, obviously in the U S we have, we have Waymo, we have the Tesla robotaxi coming. 4 times in the scene
- ▶ 20:52 Shayle Kann Is what's happening in the U.S. with autonomy is you can't, I mean, Tesla is the closest to this with FSD, but generally speaking, you're not buying an actual self-driving vehicle, FSD's name notwithstanding. 3 times in the scene
- ▶ 22:54 Michael Dunne For example, Tesla superchargers, you know how, how in the United States there's more or less planted in between cities. 3 times in the scene
- ▶ 25:37 Michael Dunne The first batch is actually Tesla's made in China.
Cracking the code on autonomous trucking
- ▶ 17:38 Shayle Kann Then there's, like, Tesla, which is, which is camera first and camera only, basically, maybe, 2 times in the scene
- ▶ 23:08 Shayle Kann Tesla maybe is a little different with the RoboTaxi, but those aren't really out on the market yet.
- ▶ 23:08 Shayle Kann Tesla maybe is a little different with the RoboTaxi, but those aren't really out on the market yet.
- ▶ 31:47 Eyal Cohen Tesla Semi obviously just, I think just rolled out of production, which is really great for the industry.
- ▶ 33:10 Shayle Kann It's sort of like, uh, okay, Company X, usually Waymo, maybe it's gonna be Tesla soon, maybe it's gonna be Uber at some point, you know, says, okay, we're now offering publicly available rides in City X, and, uh, it's ring-fenced, you can…
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 35:57 Shayle Kann They're also, Tesla's going to do it for land, but let's,
Volts crossover: Six big energy questions
- ▶ 31:14 Shayle Kann Or the Tesla app and shitifies my, my EV charging, or my charging experience.
The rise of grid power electronics with Drew Baglino
- ▶ 2:27 Shayle Kann All right, so my friend Drew Baglino came on this podcast about two years ago, right after he'd left Tesla, after a seventeen-year stint culminating in him leading energy and powertrain and a whole bunch of other stuff there.
- ▶ 13:39 Drew Baglino 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…
- ▶ 14:04 Shayle Kann Uh, so, you know, when you were at Tesla, you were working with silicon carbide because it was, it's in every 4 times in the scene
- ▶ 14:52 Drew Baglino And the first way that we incorporated it into Tesla's was with model three in the onboard charger.
The rise of permissionless DERs
- ▶ 15:44 Shayle Kann Like, how much cheaper do you think it can be relative to a power wall or something like that, like a larger home battery? 2 times in the scene
- ▶ 33:01 James McGinnis In, in the commercial application, um, we see paths to do power wall size or multiple power walls, right?
The VC case for 'full stack deeptech'
- ▶ 45:08 Shayle Kann You know, Tesla being the canonical wave maker, like the EV thing wouldn't have happened, at least on the time frame that it has, but for Tesla. 3 times in the scene
Calibrating hype with Akshat Rathi
- ▶ 5:54 Shayle Kann Stores energy, think power walls and batteries, home batteries, batteries of buildings.
- ▶ 26:02 Shayle Kann So if you want to talk about BYD, like what would BYD be if Tesla hadn't been Tesla? 3 times in the scene
How insurance can narrow the valley of death [partner content]
- ▶ 1:17 Stephen Lacey Tesla had just built the Roadster prototype,
- ▶ 1:17 Stephen Lacey Tesla had just built the Roadster prototype,
- ▶ 12:54 Jamie Daggett And I'm sure that that pressure was real, but other us integrate integrators like Tesla influence faces similar supply chain realities and have managed to stay afloat.
- ▶ 25:02 Jamie Daggett Back then, you know, thinking back to the, the two Tesla roadsters sitting in a lab that I went and saw, you know, I thought this could be really cool.
How Base Power plans to use its fresh $1B
- ▶ 3:17 Shayle Kann You've probably heard various shades of that concept over the years from other companies, including Tesla, but Base has been taking off of late.
- ▶ 8:08 Shayle Kann There are others who will like stack a few power walls and get to the same place, but it's not been common. 2 times in the scene
- ▶ 26:05 Zach Dell 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, um,…
- ▶ 26:30 Zach Dell 20,000 dollars lying around to go buy a solar array and a power wall and that kind of thing.
AMA: Geoengineering, nuclear, power prices, and more
- ▶ 33:18 Shayle Kann It was, it's generators, that's a couple billion dollars a year, now it's batteries, power walls, whatever.
- ▶ 36:23 Shayle Kann I don't know who is supposed to be doing it, but certainly, you know, if Tesla made an announcement tomorrow that they're going all in on V to G, I think it would scale. 2 times in the scene
The case for sodium-ion
- ▶ 33:27 Landon Mossberg So, like, a lot of our, our team come from Tesla and SpaceX.
- ▶ 42:47 Shayle Kann We've got, we've got LG and Panasonic Tesla and so on.
Repurposing EV batteries for grid storage
- ▶ 3:25 Shayle Kann But that's why I found it interesting when Redwood Materials, which is the company founded by Tesla founder J.B. 2 times in the scene
GM's big new battery tech push
- ▶ 3:36 Shayle Kann He worked at Tesla before that.
- ▶ 4:50 Kurt Kelty And, uh, you know, I, I, um, I ended up leading the effort at Tesla to bring Panasonic along the ride and to bring cell manufacturing back to the US.
- ▶ 18:22 Kurt Kelty And when EVs first came out, when we were doing this at Tesla, when I was there in 2006, we were buying cells that were basically one, one, one, one percent nickel, same percent cobalt, same percent manganese.
- ▶ 26:15 Kurt Kelty So, yeah, batteries, batteries are really, really hard, and I've, I've gone on, so they were kind of starting back in my, my days at Tesla, um, when Elon wanted to get into cell manufacturing, and I, I really argued that, no, we shouldn't…
Catalyst Live at SF Climate Week
- ▶ 5:47 Shayle Kann So the obvious examples of this being like Tesla, obviously, or you could say Nest, maybe Octopus is going to be one of these as well. 3 times in the scene
- ▶ 16:09 Mike Schroepfer Yeah, I would just, like, throw out the very simple, like, if you go back and do it, if the Tesla Roadster and Model S were ugly and slow,
- ▶ 16:09 Mike Schroepfer Yeah, I would just, like, throw out the very simple, like, if you go back and do it, if the Tesla Roadster and Model S were ugly and slow,
- ▶ 40:57 Nick Chaset You know, we're down on Tesla because for a variety of reasons, uh, we're down on, uh, I, I, I, you know, we're, we're down on us auto, uh, OEM's ability to scale up manufacturing.
The coming robotics wave
- ▶ 39:19 Andy Lubershane Um, obviously it's a problem that, that some companies think that they have a, they have a good chance at solving, uh, you know, Tesla being sort of the, the most preeminent example.
Cultivated meat’s “trough of disillusionment”
- ▶ 35:00 Shayle Kann And, but then second, some of them doing the thing that I would have sort of anticipated, which is like the, the Tesla playbook, start high end luxury.
Lithium’s wild ride
- ▶ 0:18 Ernest Scheyder Now they are sort of on a global scale, supplying some of the largest manufacturers out there, like Tesla, like Volkswagen, etc., all of whom are hungry for fresh supplies of lithium.
- ▶ 15:29 Ernest Scheyder And so whereas many of these companies were sort of focused on their small, relatively small patches, now they are sort of on a global scale, supplying some of the largest manufacturers out there, like Tesla, like Volkswagen, et cetera,…
What went wrong at Northvolt?
- ▶ 4:56 Sam Jaffe so I, I guess it, it goes back to, as so many things in the battery industry do, it goes, it goes back to Tesla. 3 times in the scene
- ▶ 19:55 Sam Jaffe Um, 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, they weren't getting… 2 times in the scene
- ▶ 19:55 Sam Jaffe Um, 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, they weren't getting…
- ▶ 29:49 Sam Jaffe Yeah, that's a really interesting point because keep in mind that until the Tesla Gigafactory was built, nobody, and that was back in, you know, the 2014, 20 15 when it was being built, nobody knew how to build a battery factory of this…
- ▶ 29:49 Sam Jaffe Yeah, that's a really interesting point because keep in mind that until the Tesla Gigafactory was built, nobody, and that was back in, you know, the 2014, 20 15 when it was being built, nobody knew how to build a battery factory of this…
Getting heat pumps right
- ▶ 25:57 Paul Lambert With, um, really Tesla being the major first brand to skip the dealership because they could build that direct-to-consumer relationship.
- ▶ 38:38 Shayle Kann Right, you're in the roadster phase of market adoption. 2 times in the scene
- ▶ 38:40 Shayle Kann Model three is yet to come.
- ▶ 38:41 Paul Lambert Roadster to maybe, maybe early Model S. 2 times in the scene
The rise of climate adaptation tech
- ▶ 6:22 Shayle Kann Let's just say I put a power wall in my house, right? 2 times in the scene
The EV market’s awkward teenage years
- ▶ 4:11 Shayle Kann Anyway, he was employee number seven at Tesla long, long ago, and then he left to start his own company, Sela Nano, which is making silicon anode materials for EV batteries, and hitting real commercial scale just now after, oh, 14 years or…
- ▶ 4:48 Shayle Kann What year did you join Tesla, or what year did you first get involved with EVs, I guess? 5 times in the scene
- ▶ 5:42 Gene Berdichevsky So I left in oh eight after we shipped the roadster.
- ▶ 8:39 Gene Berdichevsky And that really was the, I mean, that was the chemistry from 1991, all, you know, all through the first, through the first Tesla Roadsters were built on, on lithium cobalt oxide chemistries. 2 times in the scene
- ▶ 12:26 Gene Berdichevsky Like you cannot do that in, in, without like hypermiling it in a, you know, in most Tesla vehicles today. 2 times in the scene
- ▶ 12:43 Gene Berdichevsky People don't trust the charging network, although I think with the recent Tesla opening up the supercharger network, I think that's a complete game changer for, for, for that one.
- ▶ 21:18 Gene Berdichevsky You know, I remember the first hype cycle when, uh, you know, Tesla was launching, you had sort of Fisker come, you know, Fisker, one point out, not, not two point out coming on, on the scene.
- ▶ 21:47 Gene Berdichevsky And it took until really twenty-twenty, um, you know, or 20, I guess, 18 or so, twenty-nineteen, when, when the Model Three took off, that everyone said, oh, wow, no, EVs are going to be for real.
- ▶ 35:21 Shayle Kann And, um, I don't yet have a power wall or home storage.
- ▶ 36:59 Gene Berdichevsky Uh, you know, they're, I think Tesla Model S is out there that have gotten over a million miles on their, on their packs.
- ▶ 41:31 Gene Berdichevsky Um, you know, go back to again, like think of the Tesla model three as, you know, the iPhone, right.
- ▶ 42:16 Gene Berdichevsky And, uh, we were able to use the Tesla network. 3 times in the scene
Demystifying the Chinese EV market
- ▶ 2:20 Shayle Kann We hear about the market booming and we know, I think it's a combination of everything from luxury vehicles, which by the way, includes Tesla prominently, um, but also a bunch of homegrown manufacturers in China.
- ▶ 4:10 TP Huang (TP Wang) Um, but it really got a jilt, uh, when Tesla's, um, you know, opened up their factory in Shanghai, and that brought, like, a more of a premium feel to EVs in China, amongst the Chinese consumers. 2 times in the scene
- ▶ 6:20 Shayle Kann Maybe thanks to Tesla in part, like, EVs became, ah, culturally preferable? 3 times in the scene
- ▶ 8:59 Shayle Kann You've mentioned Tesla a few times. 4 times in the scene
- ▶ 10:14 Shayle Kann And in the US, obviously, the way that EVs enter the market, thanks initially to Tesla, and then, you know, I think this is consistent more broadly, is it started as luxury segments.
- ▶ 14:04 Shayle Kann Obviously there are some really unique small ones who make small series production, but you know, we have the big three in Tesla basically here in the U S and, uh, and a few others in Europe, but it's, it's a, you can count them on two… 2 times in the scene
- ▶ 20:44 Shayle Kann This is another issue we've had, I think, both in, in North America and in Europe around like, well, Tesla had the closed end infrastructure and you couldn't, you know, now it's becoming interoperable faster or slower, depending on what… 2 times in the scene
- ▶ 20:44 Shayle Kann This is another issue we've had, I think, both in, in North America and in Europe around like, well, Tesla had the closed end infrastructure and you couldn't, you know, now it's becoming interoperable faster or slower, depending on what…
- ▶ 27:53 TP Huang (TP Wang) Um, obviously Tesla itself also exports a bunch of production in Giga Shanghai to around the world.
- ▶ 31:09 TP Huang (TP Wang) Yeah, so I, I think I would just, um, I would just compare that to what I have with my Tesla Model Y.
- ▶ 31:14 TP Huang (TP Wang) And, um, I mean, in terms of product, I would say, uh, in terms of the self-driving features, it's mostly very similar to what you have with Tesla right now with the FSD. 2 times in the scene
- ▶ 31:14 TP Huang (TP Wang) And, um, I mean, in terms of product, I would say, uh, in terms of the self-driving features, it's mostly very similar to what you have with Tesla right now with the FSD.
- ▶ 35:50 TP Huang (TP Wang) And, you know, if you ever sat in a Tesla and a Honda, you can tell the difference between the two.
Drew Baglino on Tesla’s Master Plan
- ▶ 0:31 Shayle Kann Well, talking about Tesla's Master Plan III is actually the key to Shale's Master Plan Part I.
- ▶ 1:56 Shayle Kann So, my friend Drew Baglino left Tesla recently after 17 years there. 8 times in the scene
- ▶ 3:26 Shayle Kann All right, so let's talk about Tesla Master Plan III. 4 times in the scene
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