Tesla
includes Tesla Powerwall, Tesla Cybercab, Tesla Model 2, Tesla Roadster, Tesla Model 3, Tesla Model S, Tesla Solar Roof, Tesla Supercharger, Tesla Powerpack, Tesla Energy, Tesla Megapack, Tesla Model X and 7 more
58 statements across 13 episodes · 17 bullish · 20 bearish · 14 people on the record · first statement Dec 22, 2021 by Eric Wesoff · said 400 times in 33 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Stephen Lacey (187), Lara Pierpoint (59), Drew Baglino (36), Steve LeVine (31), Eric Wesoff (21), Mark Gurman (12), David Ferris (10), Katherine Hamilton (4)
tap a year for its mentions
2026 2 mentions in 1 episode
2025 106 mentions in 4 episodes 27 per episode
2024 143 mentions in 9 episodes 16 per episode
- Tesla’s extremely hardcore pivot
- Inside Apple’s failed car program
- The news quiz episode!
- Political Climate: Is the IRA under political threat?
- The rise of heat batteries
- Our final episode: The top stories of 2024 so far
- The right way to recycle batteries [partner content]
- Virtual power plants: the ‘sandwich’ for the grid
- 1 more episode that year, every mention in 2024 →
2023 39 mentions in 11 episodes 4 per episode
- A groundbreaking battery nears industrial scale
- The autonomous car bubble has popped
- How to triple renewables by 2030
- New frontiers of clean energy emerge
- Investors riff on the new era for climate investing
- AI in the real world: Solar forecasting, EVs, and virtual power plants
- The Big Switch: California’s climate czar on banning gas cars
- The fall of a battery maker still haunts America
- 3 more episodes that year, every mention in 2023 →
2022 47 mentions in 7 episodes 7 per episode
- Could Elon Musk’s risky Twitter takeover hurt Tesla?
- How one company could crush the US solar industry
- Gas stations vs utilities: battle for the future of charging
- Drought is surfacing lost relics around the world
- The Big Switch: The Race to Green Steel
- How bitcoin is keeping zombie power plants alive
- The risk of ‘unforced error’ in Hawaii’s coal transition
- every mention in 2022, scene by scene →
2021 63 mentions in 1 episode
Everything said about Tesla, oldest first
Dec 22, 2021 neutral
Dec 22, 2021 negative
Dec 22, 2021 positive
Wesoff: Despite Musk's lies, Tesla catalyzed the global energy transition
“They are forcing the curve on EVs. They're forcing the price structure of batteries. It's hard not to see them as one of the greatest forces of the last decade in catalyzing the energy transition. For all of the lying and prevaricating and questionable busines…”
Dec 22, 2021 positive
Dec 22, 2021 neutral
Dec 22, 2021 neutral
Dec 22, 2021 neutral
Dec 22, 2021 bearish
Dec 22, 2021 bearish
Dec 22, 2021 bearish
Dec 22, 2021 negative
Dec 22, 2021 positive
May 4, 2022 bearish
Musk financed Twitter deal with $12.5B in Tesla stock collateral
“Because this deal is being financed by 12 and a half billion dollars of Tesla stock, the banks are holding that stock as collateral for the Twitter deal, and if his shares continue to fall, he has to sell those shares, and if he continues to sell those shares,…”
May 4, 2022 negative
Musk called California lockdowns fascist but stayed silent on Shanghai closures
“Famously, when his California factory was locked down, he called the officials who imposed that fascists and really publicly bristled against it. But there's been a similar lockdown going on in Shanghai at his factory, and he hasn't Pushed back against it at a…”
May 4, 2022 neutral
Tesla delayed Cybertruck and Roadster to 2023 to prioritize factory ramps
“Tesla said that
It was so, going to be so occupied, ramping up those factories, that it was going to have to put off, ah, two highly anticipated models, the Cybertruck and the Roadster to twenty-twenty-three, in order to deal with the big tasks ahead of it.”
May 4, 2022 neutral
May 4, 2022 negative
May 4, 2022 neutral
Jan 25, 2023 negative
Jan 25, 2023
Jan 25, 2023 bearish
Niedermeyer: Tesla's self-driving pitch works by matching consumer mental models
“And the reason Tesla's been successful at that is not because it's technically plausible at all. It's because it fits exactly what's in the mental model of the American consumer when they hear the word self-driving cars. And Tesla's the only company that's sel…”
Jun 1, 2023 negative
Jul 12, 2023 positive
Jaramillo: Tesla stationary storage was a short engineering putt repurposing auto modules
“We took essentially automotive designed modules and put them into the right enclosures and put them into the right, you know, control systems and, you know, thermal systems and that kind of thing. But relatively speaking, it was a pretty short engineering putt…”
Sep 21, 2023 bullish
Spector: Home battery pack supply constraints have effectively ended
“It's just kind of a whole new world where instead of having that whole market dependent on, like, how many units Tesla feels like shipping this quarter there's now seemingly not going to be any real constraint on the supply of battery packs to homes.”
Oct 16, 2023 bearish
Oct 16, 2023 bullish
Feb 22, 2024 positive
Mar 28, 2024 neutral
Gurman: Apple considered acquiring Tesla and met with Musk before passing
“Initially, the first part of the car project was examining what it would take to acquire Tesla, integrate Tesla, and take Tesla to a new level under Apple ownership. And so they spent a lot of time exploring the possibility of acquiring Tesla. Apple's head of …”
Mar 28, 2024 neutral
Gurman: Apple Car project faced early rift over autonomy levels
“The big disagreement that, that Apple was facing from the get-go of the project was the level of autonomy to work through, right? Would it be something close to no autonomy? Would it be something like level two, like you see in a Tesla? Would it be level five …”
Mar 28, 2024 neutral
Mar 28, 2024 negative
Gurman: Elon Musk would have quickly left if Apple acquired Tesla
“I quite frankly don't think Elon Musk would have lasted long at Apple, right, with Tesla. I think Elon Musk would have wanted control. I think Elon Musk would have wanted to run, you know, probably the whole company, obviously a very ambitious guy, and certain…”
Apr 26, 2024 positive
May 15, 2024
May 15, 2024 negative
Elon Musk canceled Tesla's affordable car to pursue a $10T AI pivot
“He's decided, I'm not a car company, I'm an AI and robotics company, and I'm about creating a 10 trillion dollar company that is based on first robotaxi, but then these humanoid robots, and he canceled, you know, the family car, the affordable car, the one tha…”
May 15, 2024 negative
May 15, 2024 neutral
May 15, 2024 neutral
May 15, 2024 bearish
Delayed affordable cars and unready robotaxis create a crisis for Tesla
“I think it is a crisis. If you don't have the Model Two, and you don't have new affordable vehicles to bring out by the first quarter of next year like you promised, and you can't do the robo-taxi on time, what do you have? What are you going to say next year?…”
May 15, 2024 bearish
Firing the Supercharger team to bet on autonomous tech is irrational
“You get rid of the team responsible for your most valuable asset, and
You put all the bets of your company, you bet the company on a technology that isn't anywhere near ready for the market.
All of these things together, they're not rational.
They are not rati…”
May 15, 2024 negative
Tesla Roadster engineers learned of Musk's revised acceleration specs on Twitter
“He decided to Himself without, without telling anyone else that that it's gonna go twice as fast as I said before, so instead of going from zero to 60 in 1.9 seconds, which is very fast, like, think in your mind how long Okay, that was about two seconds, like …”
May 15, 2024 bearish
Tesla insiders doubt the robotaxi is ready to operate without pedals
“No one outside the company and no one inside the company who I spoke to anyway believes that the robotaxi is ready to be without a steering wheel, without pedals, and even if it were ready, that is ready for regulators are ready to say, yeah, go.”
May 15, 2024 positive
Chinese EVs and battery supply chains rival Tesla and Lucid
“China sells more EVs than any, than by far than any country in the world, and it's state of the art. Chinese batteries, the whole supply chain, and Chinese EVs can compete with anyone's EVs around the world, including Tesla, including Lucid.”
May 15, 2024
Elon Musk scrapped Tesla's Model 2 on the spot for the robotaxi
“When he saw the robotaxi, he was so bowled over by whatever it was he saw in it, right, that he remarked to his to his team, wow, you know, this looks great. Let's just do this. He scrapped the Model Two on the spot, and he said, let's do the robotaxi. We're d…”
May 15, 2024 negative
Jan 22, 2025 positive
Apr 23, 2025 neutral
Baglino: Tesla lacked residential distribution and inverters for early Powerwall
“Tesla at the time didn't have, like, a channel to the end customer in the residential space necessarily. We didn't have the time to develop a grid interactive inverter that could back up a house. Like, we didn't have the team initially. The energy engineering …”
Apr 23, 2025
Apr 23, 2025 positive
Baglino: Gigafactory Nevada was an unprecedented risk for Panasonic
“The gig factory in Reno was a huge risk taken by Panasonic to build a single factory bigger than all other factories combined in a new country where they had never done battery manufacturing before in a state with no manufacturing base, Nevada, you know, with …”
Apr 23, 2025 positive
Apr 23, 2025
Baglino: Tesla prioritized vehicles over energy products during COVID chip shortages
“The same thing happened, by the way, in the COVID crisis where, you know, there were semiconductor shortages. It was kind of like, hey, vehicles, the breadwinner energy, you know, you're going to have to get the scraps and figure it out. And I don't, I think t…”
Apr 23, 2025 bullish
Baglino: Tesla Optimus Progress Leverages Automotive Simulation and AI Stack
“When you look at, like, Optimus as an example, which is the robot program at Tesla, like, why is Optimus going quickly at Tesla? It's because, you know, hey, we're, there's a lot of reuse of platform technologies, whether it's, like, how do you opt, like, a si…”
Apr 23, 2025 bullish
Apr 23, 2025 neutral
Baglino: Tesla Built 1,000 'Powerwall Zero' Units From Model S Batteries
“Tesla had done a very early, we call it like, it doesn't even have a name, it was called, you could call it like Powerwall Zero. It was like a sort of cobbled together Model S battery module. I think we did a thousand of these early systems with SolarCity. And…”
Apr 23, 2025 neutral
Apr 23, 2025
Baglino: Panasonic supply bottlenecks forced Tesla to cut Powerwall production in 2017-2018
“Especially as we got into the 2017 and 2018, there was a cell sort of pinch. Panasonic was having a hard time ramping, and we didn't have enough cells to go around between vehicles and energy, and so we had to kind of, like, pare back on the Powerwall build pl…”
Apr 23, 2025 positive
Baglino: Tesla Energy Relied on Auto Business Before Reaching Standalone Profitability
“The energy business was heavily supported by the vehicle business through many years, to be frank, but finally kind of got out of that bird's nest and was able to fly on its own and generate serious profits and bring cash back to the Tesla broader company, and…”
Apr 23, 2025 positive
Baglino: LG's Tesla Energy bet unlocked vehicle cell deals in China
“Ultimately, you know, they took a bet on Tesla on our team on the energy side and it ended up paying off for them when they ended up getting an opportunity to participate with the vehicle business in China and vehicle business in other places.”
Apr 23, 2025 positive
Baglino: Tesla Energy Scaled Due to Musk Pushing for Large Projects
“Hands down, the energy business of Tesla could not have gotten to where it got to without Elon's input both as a major advocate in the early days and as a strong force for acceleration on doing big projects like the Hornsdale project, going big or going home, …”