Tesla, every mention
21 scenes (2024), the whole family · ← back to Tesla
tap a year for its mentions
every year 2024 anyone Sam D'Amico 30Molly O'Shea 25Keller Rinaudo Cliffton 15John Andrew 8Chris Power 8Hannan Happi 7Shaun Maguire 6Zach Dell 5Dylan Field 4Dylan Diamond 4
Verbatim, from the transcripts: the passages where Tesla comes up
Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- ▶ 2:11 Sam D'Amico And so that kind of turns this sort of like appliance company idea of like, Hey, maybe you can build Tesla for appliances into a much more expansive energy company story.
- ▶ 5:13 Sam D'Amico And so once you're kind of in that two plus kilowatt hour zone, um, you're starting to be a decent chunk of a Tesla Powerwall.
- ▶ 20:22 Molly O'Shea Like, I know my friends who have Tesla Powerwalls, you know, they have to get special setups and that kind of thing. 3 times in the scene
- ▶ 23:27 Sam D'Amico It's kind of very similar to like Tesla being like, Hey, we're coming out with plaid mode or something like that. 2 times in the scene
- ▶ 31:34 Sam D'Amico Um, but it was sort of this crazy idea of like, could you start a Tesla without making cars or running your own factory?
- ▶ 33:29 Sam D'Amico If you have like three or four appliances per home, you've now deployed about a power wall per house.
- ▶ 43:18 Sam D'Amico I think noise in the space, I would describe it as, I would describe it as noise because in some sense, if, um, if you're only casually following along with kind of the electrification of everything, thing that's happening right now, you… 10 times in the scene
- ▶ 43:53 Sam D'Amico So Tesla in basically with the roadster cracked the, the code that you could take the batteries that were 2 times in the scene
- ▶ 44:19 Sam D'Amico And that, that, that pack architecture lived from the Tesla Roadster to the, and then they've iterated multiple times, like Roadster to Model S to Model three, et cetera. 5 times in the scene
- ▶ 44:19 Sam D'Amico And that, that, that pack architecture lived from the Tesla Roadster to the, and then they've iterated multiple times, like Roadster to Model S to Model three, et cetera.
- ▶ 48:16 Sam D'Amico Like if you buy a, if you buy a, uh, cyber truck, the battery packets made in Texas, if you buy a Tesla model three, the battery packets made in Nevada, um, near Reno.
- ▶ 51:14 Sam D'Amico I've also heard stories of, like, Tesla buying CATL cell and pack equipment and relocating it to the US for the same reason. 3 times in the scene
- ▶ 52:30 Sam D'Amico Like you can get a Tesla model three equivalent vehicle for like 25 K, um, delivered and the vehicle quality is fantastic today.
- ▶ 52:50 Sam D'Amico Multiple equivalent of multiple Tesla like companies internally that we're gonna have to contend with and like realize that like we need to do the same basically.
Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech · Sourcery with Molly O'Shea
- ▶ 42:12 Morgan Housel And I imagine the early pitches for Tesla, the early pitches for all these companies sounded ridiculous.
Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- ▶ 7:25 Chris Power We have every confidence that we will, but this is, you know, Tesla hard execution.
- ▶ 12:06 Chris Power It's like Tesla hard to get there.
- ▶ 17:03 Chris Power One is basically you do the whole thing and you win and you're like TSMC or like Tesla big, or you like die getting there. 2 times in the scene
- ▶ 20:07 Chris Power Cause like Tesla tried to do this.
- ▶ 50:48 Chris Power It's Tesla hard.
Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- ▶ 9:15 Molly O'Shea There was an amazing comparison that someone had in one of their previous LP letters, um, that was comparing the financial profile of, I think it was Tesla versus Snowflake.