Tesla, every mention
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every year anyone John Coogan 333Jordi Hays 127Austin Petersmith 16Tyler Denk 10Ben Thompson 8Doug DeMuro 7Tyler Cosgrove 6Shaun Maguire 6George Hotz 6Travis Kalanick 5
Verbatim, from the transcripts: the passages where Tesla comes up
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 8:45 unnamed speaker Tesla launched a premium tequila in a lightning bolt shaped bottle.
Why OpenAI Is Killing Side Projects to Win AI
- ▶ 11:50 unnamed speaker Uh, Tesla launched a premium tequila in a lightning bolt shaped bottle, so, you know, it comes from all different Mac seven companies.
Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
- ▶ 4:59 John Coogan So I was, I was thinking back to Elon Musk and Tesla. 6 times in the scene
- ▶ 5:24 John Coogan He designed, he was the chief engineer of the Model S at Tesla. 2 times in the scene
- ▶ 11:19 John Coogan He said the same thing happened with Tesla.
FULL INTERVIEW: Uber Founder Travis Kalanick is Back with a New AI Startup
- ▶ 46:19 Travis Kalanick Of course, they're, you know, I, I, you know, Tesla just crushes. 2 times in the scene
- ▶ 47:31 Travis Kalanick It's like, dude, that looks like Uber's thing in the, you know, now it's like, if you're talking about physical AI, it's like, that's Tesla. 3 times in the scene
Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN
- ▶ 13:52 unnamed speaker It's always weird, like, a Tesla F-One car would be odd, cool, but it just feels like they should be in Formula E, because I think of them as an electric car maker.
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
- ▶ 26:06 unnamed speaker Microsoft and Tesla is now a thing of the past.
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 12:06 John Coogan So if you're invested in Tesla,
The Remarkable AGI Predictions of Daniel Gross
- ▶ 13:09 unnamed speaker So, if you're invested in Tesla, Meta, Microsoft, Apple, Google, Amazon, et cetera, Nvidia, you did very well.
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 15:25 John Coogan This is out before the Tesla Roadster.
Full Interview: Bill Gurley Thinks College Kills Creativity
- ▶ 24:44 Bill Gurley Um, you know, there, there was near death with Tesla many times, and it's a lot easier to get in those difficult situations when you're using debt and leverage, which we're seeing all over these data centers.
The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
- ▶ 18:28 Jordi Hays Uh, with the cerebrous news and with the value of like high speed inference on, uh, one, the whole model on one chip, is that something that Tesla's chip team can, can iterate towards on a faster time horizon than other chip companies? 2 times in the scene
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
- ▶ 1:37 unnamed speaker He took Facebook, Google, Tesla, Uber, Spotify, Salesforce, LinkedIn, Workday, and literally hundreds of other tech companies, uh, public. 3 times in the scene
- ▶ 20:55 Jordi Hays That's a kind of Tesla narrative.
- ▶ 24:31 unnamed speaker On, uh, on Dorkesh, Elon said the optimist is five 11 as well. 3 times in the scene
- ▶ 24:41 unnamed speaker So Elon Musk has been telling investors for months that Tesla's optimist humanoid robot will revolutionize the world and create a new mega industry.
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 25:01 unnamed speaker Optimus opens it for you, takes a picture, does a money spread, does a money spread, walks to the, walks to the post office, mails the next letter, mails the check, this is the future.
SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
- ▶ 18:05 unnamed speaker Uh, I know that the, the Tesla master plan before was sort of like, ah, it's a little corporate, corpo speak, but, um.
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 1:04 unnamed speaker Uh, no, but, uh, uh, people were wondering, uh, you know, TPUs, NVIDIA going on the, on the, on the Starlink V-Five, or whatever, whenever something gets up there, uh, it feels like this will be, uh, something more like a Tesla silicon… 5 times in the scene
- ▶ 3:04 unnamed speaker Most people that are in a Tesla self-driving, like, they're not, like, you don't hear about Tesla owners being like, I love FSD, but I'm constantly in the shop getting my, my custom silicon chips unseated and reseated, right? 4 times in the scene
- ▶ 10:02 Dylan Patel Like, people are saying Tesla, Tesla, Tesla for the longest time.
- ▶ 25:05 unnamed speaker Like, that's probably his long-term thing is like, yeah, there, there will be an optimist.
Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
- ▶ 28:46 John Coogan Uh, it's also discussed a possible merger with Tesla.
Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
- ▶ 17:04 Jordi Hays Let's talk about Tesla. 7 times in the scene
- ▶ 17:25 John Coogan There's just no, there's no denying that the Model S and X sales have slowed, and there's a whole bunch more competition at the high-end EV market from Lucid, Rivian, and, uh, and so, uh, Elon is, uh, fully thinking about what's next. 2 times in the scene
- ▶ 17:25 John Coogan There's just no, there's no denying that the Model S and X sales have slowed, and there's a whole bunch more competition at the high-end EV market from Lucid, Rivian, and, uh, and so, uh, Elon is, uh, fully thinking about what's next. 3 times in the scene
- ▶ 17:39 John Coogan He broke out subscriptions for autopilot self-driving for the first time. 2 times in the scene
- ▶ 17:43 John Coogan Um, he's talking a huge amount about cyber cabs and robo taxis. 2 times in the scene
- ▶ 17:48 John Coogan Uh, he's making that cash investment in XAI, and of course he's really focused on optimist humanoid robots, and it seems like he could be scaling up production there very, very quickly. 7 times in the scene
- ▶ 19:03 John Coogan I mean, I was just talking to somebody yesterday who was singing the praises of his Tesla Model X and how much he loves that and how he would never get a Y because the X is so much more premium.
- ▶ 19:50 Jordi Hays One of the standout moments of the earnings call for me, Elon and Tesla are transitioning their Fremont
Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
- ▶ 11:46 John Coogan You're going to be able to just buy one of these the way you buy a Cybertruck or a Model S Plaid.
- ▶ 12:49 John Coogan I know that, don't the Tesla robotaxis do some tele-operation?
Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
- ▶ 14:34 John Coogan And her, her interesting point was that what David Zipper's doing is he's lumping all of the different robo-taxis together, so Waymo, and Cruise, and Tesla, and Kama, and 3 times in the scene
- ▶ 21:26 Jordi Hays I've never owned a Tesla, so I wasn't familiar, but did you know that Tesla actually has something called Mad Max mode for the autopilot, where it'll drive it, it'll drive it like roughly around 85 on the freeways.
X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
- ▶ 13:47 unnamed speaker He came in, he talked about WTF is happening at XAI, predicting bottlenecks, bootstrapping off the Tesla network, how Elon deals with fires, what it's like working at XAI. 3 times in the scene
- ▶ 13:58 unnamed speaker Cybertruck bet with Elon.
- ▶ 16:04 John Coogan The speculation is that this is the result of the interview he gave where he said XAI intends to run one million human emulations, a digital version of Optimus for online work, uh, which will be powered by 2 times in the scene
The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN
Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
- ▶ 0:02 Tyler Denk Tesla is sharing that they made a ton of progress on their lithium refinery, and then simultaneously, AWS did a deal with Rio Tinto to buy a bunch of copper, not that much copper, we'll get into how much, but they're sort of underwriting a… 10 times in the scene
xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
- ▶ 3:51 John Coogan Throwing out 420 dollars per share for a theoretical tech, uh, take private of Tesla, uh, then getting sued by the SEC and then blowing past that price is still one of the most entertaining corporate finance sagas in tech history. 5 times in the scene
- ▶ 7:27 Jordi Hays The mass production audit for Tesla's Optimus V three has been completed and seven Chinese companies have been finalized as core suppliers. 4 times in the scene
- ▶ 7:27 Jordi Hays The mass production audit for Tesla's Optimus V three has been completed and seven Chinese companies have been finalized as core suppliers. 4 times in the scene
- ▶ 9:22 Jordi Hays Do you think that, uh, that, that post from Denny's on X earlier was maybe kind of in response to seeing some of this optimist news? 2 times in the scene
OpenAI Sets Sights on $750 BILLION Valuation
- ▶ 6:26 unnamed speaker I regularly say that Mark Zuckerberg, Mark Zuck, owns a lot of shares of Meta, or that Elon owns a lot of shares of Tesla, even though neither statement is exactly true.
Amazon Bets $10B on OpenAI | News Reaction
- ▶ 1:11 unnamed speaker So one thing that I was thinking about is I feel like the cyber truck probably got truck buyers to like traditional truck buyers to go electric, but it wasn't because it was electric.
Ford PULLS BACK EV Investment
- ▶ 26:24 John Coogan Mag seven minus Tesla have reasonable valuations, and the hyperscalers have more demand than they can handle.
GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN
- ▶ 17:48 unnamed speaker Elon Musk almost 20% at Tesla.
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 10:05 Jordi Hays Not enjoyed the public scrutiny of Tesla and feared that shareholders' desires for financial return were not consistent with his ultimate goal of settling Mars. 4 times in the scene
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 19:02 Jordi Hays We exported a ton of Teslas to China, and BYD and Huawei have now 3 times in the scene
- ▶ 19:48 Jordi Hays You don't, and you don't allow Tesla to export the amazing Model S or Model Three.
- ▶ 19:48 Jordi Hays You don't, and you don't allow Tesla to export the amazing Model S or Model Three.
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 13:21 unnamed speaker When I'm looking at this original chart of, like, Amazon over, over eight years burnt half a billion or, you know, a couple billion, then Tesla burnt more, then Uber burnt more, like, 2 times in the scene
- ▶ 23:41 unnamed speaker I wonder if this will drive people back to Tesla and saying, like, I
- ▶ 25:13 unnamed speaker Elon has set himself up with the equity compensation tied to share price, which went very well the first time, and now he set himself up to do it again with Tesla, and, uh, what's interesting here is that with Pomp's, uh, BRR ticker, he,… 2 times in the scene
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
Elon Musk & Tesla's Real Problem | Doug DeMuro Live on TBPN
- ▶ 0:00 unnamed speaker If you're running Tesla today, what would you do from like a product offering standpoint? 3 times in the scene
- ▶ 16:39 unnamed speaker Well, now, now it's like a whole race where every time I talk to somebody owns a Tesla, they're like, well, I have this hat and this pair of sunglasses.
- ▶ 17:30 unnamed speaker Maybe a week or so ago that Tesla is going to be integrating car play. 9 times in the scene
- ▶ 19:35 Doug DeMuro I would probably do my best to come out with Roadster to try to get some attention on the brand and get some sort of a low car effect. 6 times in the scene
- ▶ 23:41 unnamed speaker I was expecting a Cyburban, a Cybertruck, Suburban version, like immediately, and it just didn't happen. 3 times in the scene
- ▶ 30:26 unnamed speaker I would just hope that that was more of a, more of a fight between Tesla and the U S electric manufacturers. 3 times in the scene
- ▶ 30:53 unnamed speaker And so they never really got to scale it with like, you know, the, the, the, the 2.9 or something, the cheaper version of the three, uh, to actually get out there or something like that.
- ▶ 32:47 Doug DeMuro We can sit here and look at the success of the Model Y and the R two or the R one, but will be the R two and G wagons and, and just SUVs in general.
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 10:59 John Coogan He's really been at Tesla. 2 times in the scene
Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN
Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
- ▶ 21:52 John Coogan The new Roadster, we, we talked about this in the show. 2 times in the scene
- ▶ 22:36 John Coogan And so I'm expecting the Tesla roadster to be able to do something slightly above this.
Thursday's Diet TBPN
- ▶ 17:17 unnamed speaker And Tesla acquires XAI.
Wednesday’s Diet TBPN
- ▶ 26:34 John Coogan I took delivery of a beautiful shiny new HW four Tesla model X today. 2 times in the scene
- ▶ 26:34 John Coogan I took delivery of a beautiful shiny new HW four Tesla model X today.
- ▶ 26:53 John Coogan So I immediately took it out for an FSD test drive a bit like I used to do almost daily for five years. 2 times in the scene
- ▶ 26:59 John Coogan It drives really, really well, really smooth, confident, noticeably better than what I'm used to on HW three, my previous car and Elon's eons and, and, and eons ahead of the version.
- ▶ 27:09 John Coogan I remember driving up highway two 80 on my first day at Tesla nine years ago, where I had to intervene every time the road mildly curved or sloped. 2 times in the scene
Silicon Valley vs The Vatican, Bryan Johnson’s Shroom Trip | Diet TBPN
Elon's Trillion Dollar Pay Package | Diet TBPN
- ▶ 2:04 unnamed speaker This has worked out in the past with Elon and Tesla.
- ▶ 7:04 unnamed speaker Elon could get one trillion in Tesla stock. 5 times in the scene
- ▶ 7:33 unnamed speaker And then there's also these, uh, like qualitative operational goals, or I guess they're quantitative, fifty billion in EBITDA, twenty million cars delivered, one million robots sold, one million robo-taxis in operation, ten million full… 3 times in the scene
- ▶ 18:23 unnamed speaker Elon apparently confirmed that Tesla is going to build a semiconductor fab. 2 times in the scene
- ▶ 19:07 unnamed speaker Pull up this other, pull up this other video of Optimus.
- ▶ 19:21 unnamed speaker Most people that bought Teslas already had cars, right?
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 9:04 John Coogan Tesla. 3 times in the scene
- ▶ 27:39 John Coogan Tesla shareholders approve Elon Musk's one trillion dollar pay package. 2 times in the scene
Google's First $100B Quarter Reactions | Diet TBPN
- ▶ 13:54 unnamed speaker Please vote your Tesla stock. 4 times in the scene
Sequoia Capital Partner Shaun Maguire Live on TBPN
- ▶ 8:06 unnamed speaker You know that self-driving cars are company are coming and your options are Waymo and Tesla. 2 times in the scene
- ▶ 17:31 Shaun Maguire It was, like, easy to give up on them, and that may sound crazy given the scale they're at today, but, you know, also with Elon, like, SpaceX and Tesla were on the verge of death, um, at multiple points, and when you have these, when you…
- ▶ 23:56 Shaun Maguire Uh, you know, Tesla cars are going to come online.
Are AI Agents Further Away Than We Think? | Dropbox CEO Drew Houston Joins TBPN
- ▶ 3:32 Drew Houston Um, and then same thing for like, you know, Highway Assist or what Tesla's done or some of these intermediate forms of self-driving that have maybe millions of users.
Google Makes MAJOR Cancer Research Breakthrough | Diet TBPN
- ▶ 18:13 unnamed speaker Meta, Tesla, Amazon, Apple, Walmart, Google,
Andrew Ross Sorkin on Why 1929 is Happening Again
- ▶ 8:02 Andrew Ross Sorkin Like, we always say speculation is a dirty word or a bad word, but, you know, the original investors in SpaceX or in Tesla who probably thought the whole thing was insane were speculating.
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 30:38 unnamed speaker In college, I built, uh, humanoids, and then, um, uh, went to a startup, uh, did med tech stuff, and then went to Tesla, worked on Robotaxi.