Tesla

includes Tesla Autopilot, Tesla App, Tesla Bot, Tesla Model 3, Tesla Model Y, Tesla Optimus

4 statements across 2 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Aug 24, 2025 by Dara Khosrowshahi · said 47 times in 13 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Nikhil Kamath (17), Elon Musk (14), Tarun Mehta (3), Puneet Goyal (2), Chetan Maini (2), Niko Bonatsos (1), Joseph Kim (1), Gaurav Munjal (1)

tap a year for its mentions
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0352023202420252026episodes it came up in
002.52.5552023202420252026episodesmentions per episode
2026 9 mentions in 3 episodes 3 per episode
2025 24 mentions in 5 episodes 5 per episode
2024 1 mention in 1 episode
2023 13 mentions in 4 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Tesla, oldest first

Aug 24, 2025 bearish
Opinion
Khosrowshahi: Tesla's camera-only approach to autonomous vehicles will fundamentally struggle near-term
“I think in the near term it's going to be very difficult, and Elon would tell me I'm wrong, and never bet against him, but it's my instinct that in the near term it's going to be very difficult to build a camera-only product That has superhuman levels of safet…”
Dara Khosrowshahi Aug 24, 2025 ▶ 1:06:39 From Iran to Uber CEO | Nikhil Kamath x Dara Khosrowshahi | People by WTF | Ep. 14 · Nikhil Kamath
Nov 30, 2025 positive
Opinion
Musk: Tesla is the world leader in real-world AI
“Tesla is, The world leader in real world AI, I would say.”
Elon Musk Nov 30, 2025 ▶ 22:44 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Disclosure
Musk: Tesla hopes to start Optimus scale production by summer 2026
“And then we're going to be making this robot Optimus, which is, you know, starting production hopefully summer next year at scale.”
Elon Musk Nov 30, 2025 ▶ 22:48 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Insight
Musk: Capturing significant solar energy requires deep-space AI satellites
“In order to in order to harness A non-trivial amount of the energy of the sun, you have to move to solar-powered AI satellites in deep space which somewhat is a complement of Tesla expertise and SpaceX expertise and XAI on the AI front.”
Elon Musk Nov 30, 2025 ▶ 21:13 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
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