Tesla

includes Tesla Optimus, Tesla Full Self Driving, Tesla Cybertruck, Tesla Powerwall, Tesla Roadster, Tesla Vision, Tesla Optimus Robots

8 statements across 7 episodes · 6 bullish · 1 bearish · 6 people on the record · first statement Jun 10, 2025 by Bill Gurley · said 48 times in 17 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Gavin Baker (15), Sergey Levine (4), Bill Gurley (4), Scott Nolan (3), Dan Wang (3), Ari Emanuel (3), Alex Sacerdote (3), Patrick O'Shaughnessy (2)

tap a year for its mentions
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051020252026episodes it came up in
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2026 20 mentions in 9 episodes 2 per episode
2025 28 mentions in 8 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Tesla, oldest first

Jun 10, 2025 neutral
Opinion
Gurley: SpaceX and Tesla are Elon Musk outliers, not repeatable models
“SpaceX and Tesla are data points, but they're outliers really, and they're both attached to Elon. So I think it'll, we'll have to see four or five of those from non Elon to know if it's possible. I, what I've learned and heard and studied about his execution p…”
Bill Gurley Jun 10, 2025 ▶ 1:06:47 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
Oct 16, 2025 positive
Insight
Dan Wang: China's Openness to Western Manufacturing Outperformed Japan's Closed Export Model
“By contrast, China has been much more open than Japan. China, most famously, is well known for building Apple's iPhones and Tesla's vehicles, and it, the communist system recognized that it was so far behind technological leaders, mostly through open the doors…”
Dan Wang Oct 16, 2025 ▶ 1:01:29 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
Oct 16, 2025 bearish
Opinion
Dan Wang: America's apex manufacturers like Boeing, Intel, Tesla are going downhill
“But if we take a look at many of America's apex manufacturers, companies like Boeing making aviation, Intel making chips, Detroit and Tesla making vehicles, mostly that's been going downhill.”
Dan Wang Oct 16, 2025 ▶ 14:21 China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
Nov 19, 2025 positive
Assertion Not checkable as stated
Emanuel: Elon Musk showed me Optimus robots throwing punches and kicks
“And what the hand could do beyond, I mean, it's, it does what you and I do. And then he showed me a couple of them that could fight and throw punches and kicks and the balance and the pushing. Unbelievable.”
Ari Emanuel Nov 19, 2025 ▶ 47:18 Ari Emanuel’s "Anti-AI" Bet on Live Entertainment · Invest Like The Best
Dec 9, 2025 bullish
Prediction Held up
xAI will provide the intelligence module for Tesla's Optimus humanoid robots
“XAI, Will be the intelligence module for Optimus made by Tesla with Tesla vision has its, you know, perception system.”
Gavin Baker Dec 9, 2025 ▶ 56:42 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Apr 14, 2026 positive
Insight
Nolan: Building In-House Construction Teams Beats Hiring General Contractors
“Don't hire a GC and outsource everything. You lose total control. The schedule could be, it's not in your hands anymore. You need to build your own in-house engineer, procure, construct, EPC firm as a team to go run your construction projects because it's one …”
Scott Nolan Apr 14, 2026 ▶ 1:10:33 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
May 20, 2026 bullish
Prediction Not checkable as stated
SpaceX and Tesla's TerraFab Domestic Semiconductor Joint Venture Will Succeed
“The Turfab, it's a SpaceX, I believe Tesla's involved as well joint venture to build the world's largest fab here in America, and I'm, I think they're going to be successful.”
Gavin Baker May 20, 2026 ▶ 27:51 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Jun 9, 2026 bullish
Disclosure
Sacerdote: Whale Rock bought Tesla in 2019 at five times earnings
“When we bought Tesla in 2019, for the car S-curve, we were paying five times earnings.”
Alex Sacerdote Jun 9, 2026 ▶ 20:57 Why the AI Boom Is Just Getting Started · Invest Like The Best
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