Tesla, every mention
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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
Drew Baglino on Tesla’s Master Plan
- ▶ 6:30 Shayle Kann All right, so you alluded to this, and I want to get into good detail on the actual path that the master plan basically proposes, but as you said, it, it, it's a heavy electrification path, and I'm curious before we talk about that in the…
- ▶ 21:36 Drew Baglino Um, and, and actually, if you look at what Tesla's doing now with, uh, with Tesla Electric in Texas, they're, they're actually almost providing the choice.
- ▶ 21:36 Drew Baglino Um, and, and actually, if you look at what Tesla's doing now with, uh, with Tesla Electric in Texas, they're, they're actually almost providing the choice.
- ▶ 48:55 Shayle Kann Just curious for you to speak to, because you, you were overseeing Tesla's lithium refinery that Tesla's building. 3 times in the scene
- ▶ 56:52 Drew Baglino They have to go through the commercialization pathway, and, and, and some of them actually have lower total cost, um, once they achieve their, their end objective, and Tesla invested in a couple of those, and there's other companies that…
- ▶ 57:22 Drew Baglino We built the Megapack and Lathrop.
- ▶ 58:29 Shayle Kann For the world, obviously, like, it was, it's, it's Tesla's Master Plan, but,
Could VPPs save rooftop solar?
- ▶ 14:29 Jigar Shah Are on Tesla Electric, and they have -600 dollar electricity bills, and the question is, should they be putting, like, four batteries in their garage and arbitraging the ERCOT market?
- ▶ 21:13 Jigar Shah So then the question becomes, when you have a system where you have a, you know, Tesla Powerwall or Sonnen system or whatever it is, and there's an inverter that's a part of that, right, and that system can be installed without solar,…
The news quiz episode!
- ▶ 44:02 Stephen Lacey On Tesla's Q-one disappointing earnings call, Elon Musk said the company was what or where? 2 times in the scene
The Big Switch: Are Batteries the New Oil?
- ▶ 0:48 Stephen Lacey In this first episode that you're about to hear, we actually break apart one of the battery cells that was in the original Tesla Roadster to understand
- ▶ 4:29 Dr. Melissa Lott It included billions of dollars to support domestic battery manufacturing for the first time, and it also included this loan for a tiny electric car maker called Tesla.
- ▶ 14:11 Dan Steingart And this type of lithium-ion cell was rumored to be used in the original Tesla Model S.
- ▶ 17:43 Dr. Melissa Lott And the cell that we dissected, which was perfected by Tesla, was a big deal in terms of design. 3 times in the scene
- ▶ 18:21 Dan Steingart The initial Tesla Roadster cost a 150,000 dollars and went maybe a 150, a 180 miles, right?
The world of battery recycling
- ▶ 5:32 Dan Steingart And so, the way to think about this is most of your listeners probably know that Tesla has something like 8000 plus cells inside of it.
- ▶ 24:23 Dan Steingart Or, you know, any three, any one of these three can begin to capitalize towards having battery warehouses for spent batteries, but Tesla already controls the end result in many ways of its batteries.
Climate tech’s tough year in the public markets
- ▶ 22:34 Shanu Matthew So what you saw in the last earnings season was actually more gloomy outlooks, if you will, um, whether it's something like a Tesla or a Rivian, um, talking about, you know, like, I mean, Rivian talked about, you know, flat production. 3 times in the scene
2024 trends: batteries, transferable tax credits, and the cost of capital
- ▶ 49:28 Nat Bullard The sort of unwritten question within this chart is like the end of life for somebody's like high performance Tesla battery driving it in Orange County, California is a different concept of end of life than it might be if it's being…
What’s really happening in the U.S. EV market?
- ▶ 3:03 Shayle Kann Tesla is guiding potentially notably lower growth in
- ▶ 7:17 Corey Cantor And then one other point on the, I guess, aspect around the dealer lot, uh, kind of EV pileup, that often doesn't take Teslas and Rivians into account. 2 times in the scene
- ▶ 8:46 Corey Cantor But the BEV and PHEV split is 8020 in the US because Tesla has played such a dominant role.
- ▶ 10:39 Corey Cantor Pretty solid, but, you know, nothing to write home about when Tesla alone for the Model Three and Model Y was selling somewhere in the 300,000 range in twenty-twenty-two. 2 times in the scene
- ▶ 10:39 Corey Cantor Pretty solid, but, you know, nothing to write home about when Tesla alone for the Model Three and Model Y was selling somewhere in the 300,000 range in twenty-twenty-two.
- ▶ 10:39 Corey Cantor Pretty solid, but, you know, nothing to write home about when Tesla alone for the Model Three and Model Y was selling somewhere in the 300,000 range in twenty-twenty-two.
- ▶ 14:18 Shayle Kann I would say then, though, you turn to Tesla, and there have been a couple of things that have happened recently that might make you reexamine that. 15 times in the scene
- ▶ 15:01 Corey Cantor The Model Y, at least according to Tesla, was the top-selling vehicle in the world last year, bar none, um, at about 1.2 million EVs delivered. 6 times in the scene
- ▶ 15:20 Corey Cantor So Tesla typically will group the Model Three and the Model Y together on any of their quarterly deliveries. 5 times in the scene
- ▶ 15:57 Corey Cantor Anyway, in terms of Tesla, where their challenge has been is really they only have two high volume models, and they have over the past four years not introduced until the Cybertruck any new model, but you almost have the three and the Y in… 4 times in the scene
- ▶ 15:57 Corey Cantor Anyway, in terms of Tesla, where their challenge has been is really they only have two high volume models, and they have over the past four years not introduced until the Cybertruck any new model, but you almost have the three and the Y in…
- ▶ 16:20 Corey Cantor The S, which was their original premium sedan,
- ▶ 16:57 Corey Cantor Even the semi, which I think a lot of people at B&EF are really excited about because decarbonizing that kind of medium and heavy-duty space is really important for our climate targets as we move forward, has been an afterthought. 2 times in the scene
- ▶ 19:57 Shayle Kann You can point out that Tesla has limited models and, and they use that to explain in part why they, 13 times in the scene
- ▶ 20:53 Corey Cantor And so what you saw, and let's use the Model Y as an example, 4 times in the scene
- ▶ 21:44 Corey Cantor We rented a Tesla Model Three. 2 times in the scene
- ▶ 21:46 Corey Cantor We had a great experience in terms of, uh, using a Tesla supercharger network.
- ▶ 28:14 Corey Cantor Although I think the explosion of growth that they had was really remarkable because you don't see, even with Tesla, it took many, many years for them to, you know, break a million in terms of annual sales or 1.8 million last year. 3 times in the scene
- ▶ 31:17 Corey Cantor And then when you take into the fact that Tesla is not going to grow necessarily by too much, you really are relying on the improvements of Rivian, Hyundai, Kia, Volvo to power the US market, and then Tesla to kind of stabilize. 3 times in the scene
- ▶ 34:35 Corey Cantor Awarded means you've selected Evigo or Tesla or whoever to actually go out and build on a site.
2023 climate tech venture investment trends
Financing first-of-a-kind climate assets
What do you do with a 100-hour battery?
- ▶ 5:51 Shayle Kann So you, uh, you were involved in the early days of building Tesla's stationary energy storage business and products before, uh, before starting form.
Update: What the new Treasury rules mean for EV supply chains
- ▶ 41:32 Sam Jaffe Is that essentially this was a, a bone that was thrown to Tesla. 4 times in the scene
- ▶ 42:39 Shayle Kann I think both by our free trade agreement countries, possibly by auto manufacturers, maybe Tesla included on this.
EV charging on both sides of the pond
- ▶ 7:47 Nick Woolley You can charge, you can go a long way by charging on, say, Electrify America or EVgo, or just using, say, the Tesla network, uh, as an individual network in its own right.
How is U.S. industrial policy affecting actual climatetech investment?
- ▶ 30:00 Shayle Kann I don't know what's chicken or egg here, but like, you know, prior to any of these bills, right, Tesla was in Nevada already with the Reno Gigafactory.
Can the V2X dream become reality?
- ▶ 2:05 Shayle Kann So the size of a Tesla Powerwall home battery is 14 kilowatt hours.
- ▶ 2:11 Shayle Kann Meanwhile, a Tesla Model Three, the vehicle, has a battery as large as 82 kilowatt hours.
- ▶ 31:57 Shayle Kann Like, is there any reason why you'd still want or need a, a Powerwall, or whatever it might be, if you've got five times the capacity in your vehicle that you can use?
AI for climate: a real world test
- ▶ 11:12 Seyed Madaeni Tesla folks are doing it.
What the new Treasury rules mean for EV supply chains
- ▶ 6:02 Sam Jaffe Um, we have the Tesla, uh, factory in Mexico that was announced and a new gigafactory and car factory that will be built in Mexico. 2 times in the scene
- ▶ 29:17 Shayle Kann I think both by our free trade agreement countries, possibly by auto manufacturers, maybe Tesla included on this.
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 9:01 Nat Bullard Certainly Tesla qualifies, right? 2 times in the scene
- ▶ 15:35 Shayle Kann So I think one of the interesting questions is going to be, are we going to have a fifth category that emerges over the next few years, which is the heavy duty, you know, class eight electric semi truck category, which, you know, we're…
- ▶ 16:39 Nat Bullard And I, I think it's interesting to know that like Tesla's first one is with Frito, was it with Frito-Lay or is it with Pepsi?
2023 trends: biomass, ESG, batteries and more
- ▶ 29:34 Shayle Kann Mishmash is you get this kind of Frankenstein, you get these Frankenstein E scores where you see situations where like Tesla scores really low on ESG and people look at that and they're like, well, Tesla is better than anybody on E, but it… 2 times in the scene
This episode is trash
- ▶ 2:05 Shayle Kann I would say it's roughly a tie at the moment between the Tesla Model Three and the Nest thermostat, probably with the edge to the Nest thermostat, but both have objectively been big successes from a consumer adoption standpoint.
Introducing: With Great Power, a show about the people building the future grid
- ▶ 3:43 Brad Langley So Austin Energy's EV Buyer's Guide, it's designed to give consumers a Tesla experience when shopping for all kinds of electric cars.
- ▶ 9:42 Carl Popham And then to push it forward, the third time I saw, and I knew something was going to be huge, was, was EVs when a customer had a very early Tesla Roadster and gave me a quick tour of their EV, and that, I knew that was going to be huge…
Unpopular solar opinions, 2022 edition
- ▶ 20:42 Shayle Kann So this, this would include both solar glass, which is a long vaunted, never really deployed category, as well as something like the Tesla solar roof, right?
- ▶ 20:42 Shayle Kann So this, this would include both solar glass, which is a long vaunted, never really deployed category, as well as something like the Tesla solar roof, right?
Is the Inflation Reduction Act a win for EVs and batteries?
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- ▶ 47:43 Dr. Daniel Yergin The chief technology officer of, of for 15 years of Tesla, and now he's focused on battery recycling.
Booking your first zero-emissions flight
- ▶ 8:43 Jayant Mukhopadhyay So if you're talking about sort of the Tesla Model Three, like, state-of-the-art battery technology, that you can get about 250 watt hours per kilogram of battery.
- ▶ 12:44 Jayant Mukhopadhyay That's about 10 times the size of the current sort of Tesla standard.
Will charging infrastructure be a bottleneck for electric vehicles?
- ▶ 32:06 Shayle Kann I think it also gets to like where, you know, Tesla's sort of closed loop system has a bit of an advantage, um, relative to everybody else who's sort of deploying on their own and then trying to be interoperable and all this kind of stuff. 3 times in the scene
- ▶ 33:57 Cassie Bowe If you have a 60 kilowatt hour battery, which is not that big, you know, most of the Teslas now are a hundred kilowatt hour batteries, um, and that you're charging that in five minutes, that's going to be over 500 kilowatts of load.
- ▶ 38:18 Shayle Kann Or whatever else you might use, uh, your, your EV battery for like the F one 50 lightnings that are charging Teslas and things like that.
What the Inflation Reduction Act of 2022 would mean for climatetech
- ▶ 33:09 Jesse Jenkins And so Tesla has already blown through that cap. 2 times in the scene
Seeking the holy grail of batteries
- ▶ 9:22 Sam Jaffe Um, but then you, you saw Tesla be so successful with using the NCA ternary chemistry, and that caused a, a bit of a panic in China where they decided to turn the aircraft carrier, and, and this was, now we're talking about the
- ▶ 13:12 Sam Jaffe That changed with Tesla's success, because Tesla certainly got very involved in battery chemistry, and although Panasonic makes all their, made all their, their battery cells, they, um, Tesla and Panasonic developed their product very… 2 times in the scene
- ▶ 34:45 Sam Jaffe The anode, but it's still going to be mostly graphite, but on the cathode side, we're, we're moving towards three buckets of anodes, and you're seeing this being repeated by multiple car companies, starting with Tesla, then VW said it…
- ▶ 46:33 Shayle Kann In lieu of a stationary storage device, like a Powerwall or something like that.
- ▶ 48:56 Sam Jaffe If you have a hundred kilowatt hour Tesla,
- ▶ 49:46 Shayle Kann Um, with companies like Panasonic, which just announced another plant with Tesla in Kansas that they're going to build.
Which tech is overhyped, underhyped and just right?
- ▶ 3:39 Stephen Lacey Well, I actually think Tesla, Tesla was kind of a piece of that. 2 times in the scene
- ▶ 23:57 Stephen Lacey Tesla, who are starting, founding a couple of these companies.
Tapping the goldmine of consumer energy data
- ▶ 15:19 Kiran Bhatraju Now, without insight into the fact that, you know, Shale, you live in a mansion with a jacuzzi and three Teslas, uh, while I'm in a studio apartment, um, you may need 22 KW.
The great rush for battery metals
- ▶ 19:24 Kurt House It's going to be a, it's going to be the either NMC nickel manganese cobalt cathode blend, or it's going to be NCA if you have a Tesla, nickel cobalt aluminum.
What the grid can learn from the internet
- ▶ 52:34 Astrid Atkinson So every Tesla battery is telling Tesla what it's up to. 3 times in the scene
Inside the Energy Department's loan deal to back hydrogen
- ▶ 12:23 Jigar Shah I mean, even an electric car, even in a Tesla, you got tires.
- ▶ 18:05 Jigar Shah When you think about, um, you know, my entry into the Loan Programs Office, it was, it coincided with a renewed interest by equity into, um, into climate-related technology, some of which I think, you know, had to do with the election…
- ▶ 33:41 Jigar Shah Um, you know, successfully raising a C or D round or a SPAC doesn't do it, and you see that with Tesla. 3 times in the scene
Kickstarting a $1 trillion market for carbon removal
- ▶ 5:48 Nan Ransohoff So essentially we're trying to help, um, we're like buying the Tesla Roadster of these new technologies to get them down the cost curve, um, so that by 20 50 we have not only tree planting and soil sequestration, which we have today, but…
- ▶ 8:07 Shayle Kann And you're focused on carbon removal and because specifically you think it's a gap, like it's where there needs to be a buyer of last resort for the Tesla Roadster model today.
- ▶ 18:21 Nan Ransohoff Tesla, Tesla Roadsters are expensive at first, and it takes them multiple, multiple models to get down the cost curve. 2 times in the scene
- ▶ 18:21 Nan Ransohoff Tesla, Tesla Roadsters are expensive at first, and it takes them multiple, multiple models to get down the cost curve. 2 times in the scene
Can 'deeptech' venture capital solve climate change?
- ▶ 2:33 Shayle Kann On one hand, during much of the last decade, there was pretty broad consensus in the world of VC investors that the answer, with some exceptions, cough, cough, Tesla, was no, you can't really make money in aggregate betting on deep tech in…
- ▶ 11:19 Shayle Kann And, you know, you weigh those then against the relatively small in number, but ultimately fairly large exits from that period, Tesla being obviously the poster child, but like QuantumScape now got out, right? 2 times in the scene
- ▶ 32:46 Ramez Naam And I think that speaks to retail investors also being very excited about this sector, seeing the huge opportunities, seeing, I think, in a large sense what happened with Tesla, and wanting to find the next company in that sector.
- ▶ 39:47 Shayle Kann Take companies like First Solar, and Vestas, and Tesla, and all these.
- ▶ 44:46 Ramez Naam I would add to that a proof point for investors in the form of Tesla. 4 times in the scene
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