Tesla, every mention
78 scenes (2024), the whole family · ← back to Tesla
tap a year for its mentions
every year 2024 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
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
- ▶ 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.