Tesla, every mention
24 scenes, the whole family · ← back to Tesla
tap a year for its mentions
every year anyone John Collison 17RJ Scaringe 14Kyle Vogt 6Dan Sundheim 2Casey Handmer 2Pieter Levels 1Garrett Langley 1
Verbatim, from the transcripts: the passages where Tesla comes up
The world of voice AI, with Mati Staniszewski of ElevenLabs
- ▶ 13:42 John Collison Yes, maybe Tesla does.
The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
- ▶ 30:42 John Collison You know, you guys have one, uh, uh, Tesla has the steering wheel,
Garrett Langley of Flock Safety on building technology to solve crime
- ▶ 1:31:42 Garrett Langley Put it at Teslas, Rivian's,
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- ▶ 13:58 Casey Handmer And that over time, we will see, um, you know, more other successful, hopefully Western, um, electric car manufacturers that can compete with Tesla, and, and Tesla can continue to grow its, its, um, its market share and so on. 2 times in the scene
- ▶ 48:05 John Collison He includes detailed examples from steel and semiconductors to wind turbines and container shipping to Tesla and the Model T.
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 1:23:37 Dan Sundheim There is this option value out there that, like, no, Tesla's not an EV company. 2 times in the scene
How to build a $16B car company with RJ Scaringe, founder of Rivian
- ▶ 0:14 RJ Scaringe With the exception of two companies, Rivian and Tesla, every car on the road has anywhere from 50 to maybe a 150 little computers that run the car.
- ▶ 19:02 John Collison But I've, I've, I've driven the Tesla Roadster.
- ▶ 36:44 RJ Scaringe Like, like, for example, a Cybertruck would not, could not work in Europe.
- ▶ 41:16 John Collison I feel like the big debate that plays out, um, in the public, uh, realm on this stuff is basically the Waymo versus Tesla approaches of more sensors on Waymos versus fewer sensors on Tesla, and Elon's been quite dismissive of LiDAR. 3 times in the scene
- ▶ 46:54 RJ Scaringe And so, with the exception of two companies, Rivian and Tesla, every car on the road has, depending on the amount of content, anywhere from 50 to maybe a 150 little computers that run the car.
- ▶ 52:16 John Collison Now we have R-I, R-II, Model III, X-V.
- ▶ 56:04 RJ Scaringe And so, with the exception of us and Tesla, every manufacturer today sells through distributors, and distributors then on to dealers, or in a few cases, direct to dealers.
- ▶ 1:02:15 RJ Scaringe The, the processes, the design of the, of the components and the systems, there, there's high degrees of overlap in some cases, you know, very similar to what we have here in the U.S. and very similar to some of the things we've done… 3 times in the scene
- ▶ 1:06:30 RJ Scaringe You know, the best measure of, of, I think the under investment in this space and the lack of highly compelling product is that there's a single company, Tesla, that still has around 50% market share in the United States. 4 times in the scene
- ▶ 1:07:21 RJ Scaringe I think it's a model three or model Y today and everything else is
- ▶ 1:07:21 RJ Scaringe I think it's a model three or model Y today and everything else is 2 times in the scene
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 1:46:15 John Collison Tesla, as they're wrapping up production, it's like deliveries per week. 5 times in the scene
- ▶ 1:47:10 John Collison Uh, and if we don't figure out model three production, Tesla was a two hundred billion dollar company by market cap at that time.
- ▶ 1:48:17 John Collison Tesla had the master plan where they build the low volume roadster before they get to the high volume stuff.
A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
- ▶ 14:15 Pieter Levels And then I, have you seen Tesla, like electric cars now?
A Cheeky Pint with Kyle Vogt, cofounder of Twitch, Cruise, and The Bot Company
- ▶ 11:52 John Collison I mean, famously with the Tesla master plan, they started with the Roadster, which was deliberately a low volume car, and then kind of worked their way up to higher volume cars with SpaceX.
- ▶ 11:52 John Collison I mean, famously with the Tesla master plan, they started with the Roadster, which was deliberately a low volume car, and then kind of worked their way up to higher volume cars with SpaceX.
- ▶ 14:47 Kyle Vogt These diameter, seemingly diametrically opposed strategies of, of Tesla and Waymo, which everyone likes to talk about. 6 times in the scene