Tesla, every mention
35 scenes (2026), the whole family · ← back to Tesla
tap a year for its mentions
every year 2026 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