Tesla
also referred to as: teslas
includes Tesla Optimus, Tesla Model 3, Tesla Roadster, Tesla Powerwall, Tesla Full Self Driving, Tesla Model S, Tesla Cybertruck, Tesla Factory, Tesla Model Y, Tesla Supercharger, Tesla Optimus Robots
15 statements across 11 episodes · 9 bullish · 3 bearish · 11 people on the record · first statement Mar 29, 2024 by Chris Power · said 171 times in 49 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Sam D'Amico (30), Molly O'Shea (25), Keller Rinaudo Cliffton (15), John Andrew (8), Chris Power (8), Hannan Happi (7), Shaun Maguire (6), Zach Dell (5)
tap a year for its mentions
2026 67 mentions in 18 episodes 4 per episode
- Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
- Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
- Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia · Sourcery with Molly O'Shea
- Inside Zipline’s Factory: The World’s Largest Drone Delivery Network · Sourcery with Molly O'Shea
- Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
- Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas
- 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- 10 more episodes that year, every mention in 2026 →
2025 63 mentions in 27 episodes 2 per episode
- How Wander Raised Over $100M+ to Reinvent Luxury Travel · Sourcery with Molly O'Shea
- The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
- Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
- How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
- Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond · Sourcery with Molly O'Shea
- Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
- 19 more episodes that year, every mention in 2025 →
2024 41 mentions in 4 episodes 10 per episode
- Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech · Sourcery with Molly O'Shea
- Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Tesla, oldest first
Mar 29, 2024 negative
Power: Pursuing 100% manufacturing automation creates inflexible systems and is a bad idea
“And we are never going to be like fully, fully automated. Cause like Tesla tried to do this. SpaceX tried to do this. It's just like a bad idea. Cause you build this inflexible system. It's just super brittle.”
Mar 29, 2024 neutral
Oct 4, 2024 neutral
Sam D'Amico: Lower-end Tesla Model 3s use CATL or BYD batteries
“A number of very, very big, very, very competent companies like CTL, UID, et cetera, make the actual packs for the lower end of Tesla's Product line now. So if you get a low end model free, you're actually getting a CTL or BYD pack. You're not getting a you're…”
Oct 4, 2024 negative
Sam D'Amico: Tesla Powerwall costs $12,000 plus $6,000 for installation
“So a Tesla Powerwall installation costs about six grand. And then like, so the Powerwall costs like 12 grand, but like installing it costs six because you essentially have to go to your main electrical panel and do all this hacking to make your house able to b…”
Feb 21, 2025 positive
May 28, 2025 neutral
May 28, 2025 positive
Jun 12, 2025 positive
McCord: Hardware development is shifting to tight continuous iteration pioneered by SpaceX
“The world is moving from this like type one hardware development where you will work really hard. You'll iterate on a prototype or a design of something, a widget, a machine, and then you will sort of set that design. You'll lock it and you will print manufact…”
Nov 24, 2025 positive
Clark: SpaceX, Tesla, and Anduril accelerated growth at multi-billion scale
“I was looking at the revenue curves actually of and roll and SpaceX and Tesla the other day, and they are some of the only companies that have actually accelerated growth at scale, which is to say they are growing at a faster rate at multi-billion dollar scale…”
Nov 24, 2025 positive
Nov 29, 2025 bearish
Tusk: Tesla Valuation Is Built on Elon Musk Narrative, Not Fundamentals
“Tesla should not be worth a fraction of what it's worth today, if not for The narrative and the belief by investors that Elon, and he is a genius, but like that Elon will just figure things out that no one can predict, including Elon right now, and therefore t…”
Mar 13, 2026 bullish
Apr 23, 2026 positive
Jul 2, 2026 positive
Field: A truly special product's design functions as its own logo
“If the product is that special then I think it's probably got enough brand characteristics that it kind of functions as a logo. And so, for example, a Tesla car, like, can you take the Tesla logo off of a Tesla car? Sure. But like, you probably still know it's…”
Jul 15, 2026 positive
Venner: Gwynne Shotwell was the operational glue holding SpaceX together
“Gwen was as driven as Elon, but in a nicer Way that helped the company keep moving forward and not just burn everyone out as they went but brilliant, brilliant. Knew where to focus, what to do, kept things going when Elon would go up and focus on Tesla, the bo…”