Tesla

“So, but I think that in the short term the approach of the Teslas and the Toyotas and whatnot will be the prevalent one. I think in the longer run, it will be the Google approach that prevails, right?”

“It's always someone you don't expect. It's never the first mover. It won't be, you know, Tesla.”

“In the case of Tesla, you know, I do think, you know, some of the short sellers went beyond the role of identifying overvaluation and their attempts to actually harm a company, and that's where I think it goes beyond the pale.”

“In the Tesla debate, one of the main things Tesla bulls say is, look at the stock. So, because the stock has done so well, that proves that Elon Musk is a genius and that our belief is, is right. I mean, obviously, it proves nothing of the sort, right? It's a …”

“In 2000 and 15, I think we started to really pay attention to Tesla and we bought these convertible bonds and, you know, we thought they were really great, you know, risk adjusted because, you know, we weren't sure whether The shorts were going to win and driv…”

“If you drive a Tesla and you live in the East Coast of the United States, statistically speaking, you're hurting the climate, not helping it.”

“But I'll, I won't say a lie, but you know, close to a lie and save the company through that lie. Raise money. And now we have this, but had that not happened, whether he was deceiving himself or deceiving other people, or didn't even know he was deceiving hims…”

“And so, for me with Tesla, I think that they got away with accounting fraud. On warranty reserves and a whole bunch of other things. I think there was a lot of prestidigitation and magic of look over here while we're doing this. And today it doesn't matter bec…”

“And if you actually look at self-driving, which was sort of an earlier AI revolution in some sense, the two winners, at least in the West, seemed to be Tesla, which was an incumbent carmaker in some sense, by the point that they were willing to step out, and G…”

“What's happening is that cars are becoming Android with no iPhone, and Tesla is just selling, and in that metaphor, Tesla is just another Android phone maker, and they're competing with the whole Chinese industrial policy.”

“Well, the team thought it was too, too big and didn't have the right alignment.”

“The Tesla case is a great example that, that package, that type of package that they did for Elon, I've said this, you know, publicly, I would agree to that type of package for every company I've ever worked with, and most CEOs wouldn't take it. It basically s…”