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Mentioned in relation to self-driving cars. observed
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he seemed to treat them all as one company, right? That there was a lot of sharing of resources, of team members, in a way that I think sometimes Tesla shareholders were particularly kind of like, hey, wait a second, like, this is not like how I think business should be done.
the things that he's trying to do now are sort of beyond even the like, large capabilities financially of the modern VC environment... So by combining these things together... the bigger you make these things, the better chance you have at sort of tapping these institutional sources of financing... there is a lot of sense in doing it that way.
SpaceX and Tesla should merge. It's crazy that they're separate companies.
I think in Tesla's 10Q that was released this week, it was something like, SpaceX is like 16% of like the accounts were perceivable coming out of this past quarter.
I do think it's inevitable because of that. It will dilute shares.
there is a lot tied. These are also people who have been, many of them, personal friends or investors in Elon Musk for a very long time.
this special committee is made up of independent directors
I'm going to say before the end of the year.
it seems pretty clear to me that that they're heading towards this happening at some point. And I have to imagine the only way it happens is SpaceX acquiring Tesla, if only because he has just authored through the IPO so much more control over that company than he currently has at Tesla, where he only has about 20 percent of the stock and the governance structure, all of that stuff at SpaceX. It just makes more sense to me that that that will be the thing that absorbs Tesla.
Just when it seemed American car buyers had left electric vehicles for dead, there are new signs of life in that corner of the auto market. Bloomberg's Kara Carlson and Gabby Coppola report that Tesla and Rivian each posted better-than-expected EV sales for the third quarter.
the funny thing about Elon Musk is at the end of the day, you know, he's made all of that money through innovation, you know. And I think people admire that. You've got to admire the guy, you know, he's just so ambitious and driven and he's producing stuff that people want.
Bloomberg's Kara Carlson and Gabby Coppola report that Tesla and Rivian each posted better than expected EV sales for the third quarter.
Um, and now the way they do it at at Tesla is, you know, they have a motor in the forearm that's pulling that tendon, that flexor tendon, and a second motor that pulls the extensor tendon.
look at obviously what Elon has done to the automotive industry, turned it into essentially a computing industry, a technology industry.
Think about what Elon had to do at Tesla, right? Because capital was hard to come by. So he had to figure out how to make money on every damn car. How do I take costs out of the manufacturing at every single stage of production? And when you have excess capital, right, you lose that discipline.
We had an EV credit of like 7,500 bucks to boost up our EV sector. Tesla is a big beneficiary of that. I'm not saying it was a bad thing. Of course, Trump's got rid of it.
both Tesla and Apple have a huge amount of revenue in China. And when you sense that this thing may be escalating or that there are ripple effects going back and forth, one plausible thing that could happen is either one of them get kicked out of the country.
there is not a U S manufacturer sans perhaps Tesla that comes anywhere close to being able to compete in that way on a global basis.
With the electric vehicle S-curve, you have to pay attention too, because we thought probably maybe 40% to 50% of the cars would go electric, but it did hit a big wall at 10% or 15%.
It happened with electric vehicles. The price was too high. Elon got the price to $40,000. Range anxiety was there. He got the range to 300 miles. The supply chain was finally in place so he could churn out millions of these things. That triggers the inflection.
So electric vehicles, Tesla went public 15 years before 2019 when it went vertical because there were so many barriers to adoption.
When we bought Tesla in 2019 for the car, S-curve, we were paying five times earnings.
I would love to go with a Tesla, let's say, but it's too late. They're in the Mag 7. They're too big. It's not possible.
the Tesla IPO happened today and I had to get all busy with that I bought 10,000 shares I'm really psyched about that
it would be company owned stores. So again very similar to what Tesla is doing today where they have they control their own distribution. They own their own stores.
with the exception of manufacturers that have no franchises. So Tesla would be a great example of a manufacturer that can sell and control their product and control their brand as a result.
Tesla made a choice for example they said I'm going to make a two-seat Roadster right and then and Lotus is going to make it for us and then I'm going to install a power Trin in it and and it was a modified design but it was L done by lotus there was no secret there and then they've come out and they're going to do a new vehicle a Model S well those are only two vehicles and in fact they're really not going to make the Roadster I think for that much longer
the truth the ugly truth of the automotive industry is that when you do it that way we're talking about over a billion dollars of investment per model that means that you're not going to make a small number of them you're going to make a lot of them able to make money or else you're otherwise you're called an unprofitable company
what the best estimates in the world right now are that by 2020 there will be 3 million electric vehicles on the road that is 0.001% of the number of vehicles that are out there so globally
how expensive was the Tesla it was outrageous
there was Tesla about it but Tesla didn't really make cars they made a power TR
Tesla and green and Linkedin will be huge company here
I think there's 12,000 people on the list now over 11
I showed it to two famous people one famous angel investor and one of the most famous Founders ... they both bought the car that was on a Saturday they both bought bought the car on Sunday and Monday
I would say holy fracking sugar like literally it's so fast and so buttery ... it's like driving the future ... it's like the iPad of cars
wait wait wait wait wait infos seek and lyos did die I think they did but this is a huge winner
it would be like saying the iPad or iPhone is a terrible product I it creates this dissonance when a political candidate says that a product's a loser and then you know it's not cuz you use it yourself every day I drive it every day and I've driven the other one for 3 years when you say that it makes me think you're a fraud
It's very inspiring. ... to see that kind of uh... ambition and just 'going for it' in Silicon Valley, is inspiring to me I'd hope they do fantastic.
It's amazing. It's the best car ever made, in my opinion. Not that I've tried all the cars, but if you consider from a practical perspective, something you can drive around town, and it's an amazing experience. And just technologically, a leap beyond everything before. I think it's amazing.
it's going to happen somebody's going to have to step up and they can afford to pay triple the price of where Tesla is today
somebody's going to have to step up and they can afford to pay triple the price of where Tesla is today
I'm holding on to all the Tesla so I haven't donated any Tesla
we had invested in the R Brothers which are elon's cousins and I had known Elon since January 1996 actually when he pitched zip 2 to us ... so our first engagement with musk and Co and family was in was in Tesla and then um June 2006 was when we first invested in Tesla
the largest investor openly hostile to the concept of Elon being CEO just like right doesn't want him won't talk to the company if he's CEO and thinks the strategy is broken that's tough the fund literally mhm of the top VCS in the company thinks Elon Musk is the wrong guy for the job
negative gross margin car so selling more wouldn't help
the company was out of money couldn't make payroll was burning you know over 3 million a month of cash which is a dangerous place to be
in the case of Tesla they had a near-death experience in December 2008
the Roadster proves that the general idea Works that an electric car can actually be a high performance vehicle people would want even if in the rooster's case it's low volume and limited in certain ways it neveress proved it could be high performance than that customers wanted that gave the company credibility
start with commercial off the self components whenever possible put them together into a system in a new way that hasn't been done before
Tesla clearly had a pragmatic path to get there it wasn't like a small idea it was a big idea but they had steps to get there through the Roadster to the model S eventually to a gen 3 vehicle as they call it
I think when Alon musk made Tesla happen and he made SpaceX happen I think it sparked something in Larry that made him say like well Elana is going for 100 X's he's going for Mars and he's going for you know electric cars and solving that problem and Solar City and the hyperloop I think now we have this Great era of competition in big huge products that matter
Tesla goes to $20 billion in market cap fisa Karma goes to zero in the same three-year period
the Tesla Model S comes out and it's this extraordinary vehicle that wins the greatest car ever made by Consumer Reports the greatest safety ever by this NTSB it breaks one of the machines it's so safe
at dfj we're very comfortable taking a lot of risk in fact that's why we back companies like SpaceX Tesla continuously betting before they've even proven themselves I think we can do that same thing in consumer it's just again about looking for the team that has that mentality and the capabilities and in Tesla's case they did a great test the Roadster yeah yeah I mean it was a little bigger minimal slly bigger test a couple hundred million dollar test but it went really freaking fast
you will be able to buy your car any way you want not too far in the future
I'm not an investor in Tesla by the way kill myself over that um I could if I could have invested in Tesla at $1 I'm a complete idiot
that's where i give all the credit to elon musk he he took all of his money and he leveraged it all up and he borrowed from one end to pay for something else and he created a and the one saving opportunity and he did it about i did it i think he did it at least twice for tesla where he laid it all out on the line could have gone completely bankrupt personally but he made it all work and then he was very clever and creative in how he financially drove the business he got people to pay in advance
we invested really in the plan and the plan was we're going to build electric cars and they can give you pretty good range and they are way faster and way more efficient than gas-powered cars so that was a big opportunity and it was quite exciting and boy what an incredible ride that has been
tesla is kind of what we're about uh and maybe spacex we saw just the inkling of a new trend there where electric cars uh could could make you go whoa and all of a sudden it made it you didn't have to be a tree hugger to want to buy an electric car
has Tesla batteries in it like Panasonic batteries
I think Tesla got that with the electric car and it's a phenomenal success
I think that there were people at Tesla who were skeptical, and I know that there were some investors who weren't re-upping who were skeptical. The world was skeptical. And the only person who wasn't skeptical was Elon.
I actually, the first thing I told them, and this was 2009, I'll admit I was actually very skeptical of Tesla at the time. I wasn't sure the roadster was going to do it.
I have to say when watching Elon construct the model S you know and he was showing me the early designs and stuff like that and I was talking to him about safety specifically in the trunk cuz we have jump seats in the trunk but in the front he put like extra struts in the front if I I'm remembering correctly and I think they show this on the website because they have no engine they just put in two or three times the amount of crunching zon so it's actually better than having an engine between yo
that's a very cool Innovation that he did there there's a quite a bit you know I think that whole team has been very in in the way to think about how to structure a hardware intensive startup
they almost went out that was almost a full out talk about a crash test
I think I think um him and his friends um really are very um very Innovative and um just have a huge lot Big Balls uh to do what they're doing really yeah um it took took a lot of tenacity and part of doing something like this in Hardware you have to have quite a bit of tenacity and uh uh he's been uh very persistent and very resourceful and that's been amazing to watch really
these use more like the Tesla batteries the Panasonic little batteries little 18650 cells
I mean I we wouldn't be where we are currently if it wasn't for Tesla I mean they're they're definitely um uh industry leaders at least in the four-wheel uh vehicle uh landscape
Teslas are doing I think they're selling six or 7,000 a quarter now yeah okay yeah they're they picked it up they were only doing like 2,000 the first quarter of the mod us came out but now they're breaking six yeah they got to six and yeah I mean I think the factory topped out at like 30,000 uh before they built before they did the overnight I think the overnight shift then made them able to do 40 so they're sort of trending to 40 and they have the demand for it
we're very confident we're going to hit that ballpark not too much more than that um and uh you know that's uh that's I think that's affordable to a pretty large Market out there uh this would be the equivalent to Tesla's first Roadster
Elon Musk picks Nevada over California and other locations for the gigafactory
So he did the S, he did the X, and now he's doing the E, or the 3. He's doing the S-E-X, three models.
And now he's selling the rest of society on the $35,000 car, the Gen 3. That'll be awesome as well.
And then he sold everybody on the next vision, which was, hey, I can make a sedan that goes 300 miles for 80 grand. That'll be the fastest, most beautiful high-tech car you've ever had.
He got us. We paid in advance. We believed in the vision. And he only needed to get 2,000 people to believe in that vision. God bless him. He did it. And he put all his own money to work.
And then he told a bunch of rich people with Tesla, hey, you can buy this supercar called the Roadster for $130,000. It's made of carbon fiber and it goes zero to 60 in under 3.5 seconds. And you'll be the first person who has a fully EV car because there's no EV cars on the road today. And he sold 2,000 of us knuckleheads on having a ridiculously expensive go-kart that went ridiculously fast when there were no charging stations in the world.
I mean that D announcement from Lon musk last week I ordered one it's coming in December I think or January like they're shipping in December yeah yeah and and that that that came out of nowhere um and who knows what they're working on now and yeah it's and so I just think that's that's such an exciting space and it's going to change the world
And SolarCity over here, somehow he has his fingerprints on it as well. I mean, Lyndon gets all the credit in the world, but Elon was certainly Yeah, and that was I think a the right like he was an investor and a huge advisor. I think he's chairman or something.
the thing that's been super impressive has been Not only is it like cuz if you said once, you know, once you're like, 'Okay, well, maybe we were lucky with SpaceX or maybe you were lucky with Tesla.' It's like, 'Nope. Two hard science material atoms problems.'
Just like when a Tesla got, you know, hit and it went on fire, right? They're like, 'Oh my god, a Tesla went on fire.' It's the batteries. It's like there are Elon said here's the statistics. We've put out this many cars. We have this many hours. We are like whatever 100 times safer just based on our hours on the road to gasoline cars.
So if you ask what is new about SpaceX rockets or Tesla cars, you know, all the components already existed at least in the initial designs and the critical thing was to pull them all together in a um in a new form. Um and and that sort of vertical integration um you know is is somewhat capital intensive which is why it's quite hard to get it financed but it's done very little and and so and then once it's done it's something that tends to get underrated.
And the fact is nobody believed electric cars were going to be viable or very few did.
Well, it's been a it's been an incredible success. I would I would never bet against Elon in anything.
it was definitely both Tesla and SpaceX were were companies um where the competition was really weak. So, uh you know, you were competing with these decrepit car companies in the US that had barely innovated in 50 years with space. It was um these these really bad aerospace, half government, half military, uh industrial complex type type entities that were again sort of very bad at innovating, very inefficient. So, uh, you know, if you're going to start it, you know, starting a search company, t
first time I drove a Tesla I literally felt ... like the future ... you knew it would change everything
it feels like driving the future ... Tesla does not Market itself as driving the future it just is
I'm a huge fan of Tesla.
they could overpay dramatically and still get a sweet deal
it would be cheaper for Apple to buy Tesla than it would be for Apple to figure out how to do it on their own
that market is still teeny and has a long way to go
obviously uh elan's done a hell of a job with that Tesla company there
I think that like Tesla showrooming do you think that's going to become a model
it is literally what Tesla has done from the ground up it's basically just said we're not going to build a car until there's demand for it and there's a customer who's placed an order and that efficiency hits the bottom line for the consumer
I read into it that that was not a consideration to my opinion that this is done from a competition perspective it's done you know he seeing Trends he is seeing the future for his customer Behavior
when companies are all hovering around the same space I can imagine this this reaction of Elon because if if you are building a great product or a great company you're not focusing on your competitors you're focusing on your customers you want to build the best possible product for the future for your customers
I think even elon's position at Tesla I've talking talked to him about it is he believes that the auto pilot with the ability to disengage is going to be maximum optimization In Our Lifetime
it is a big challenge because uh once you have you know you have a whole um Suite of sensor AR architecture that you need to um you need to be able to read everything around you
we've built up a pretty significant um Team um around this um
every car that has been produced in Fremont uh has already uh the capability of driving on its [Music] own
Tesla's leading this probably more than any company on Earth right now
we have probably the most dedicated owners
we are polarizing um our audience I think we have probably the most dedicated owners and and um also stakeholders uh but just as we say there is a whole bunch of people that um also loves to find any flaw in in what we're doing
the the official um prognosis Institute of the automotive industry IHS they thought we would sell 3,000 Vehicles over its life cycle and now we are running basically somewhere between 1,000 to 1,200 per week
we were burning about $100 million per quarter
yeah I did um but I must tell you the the 15 months leading up to to the launch which was actually on Midsummer Eve on 2012 uh was was brutal it was the worst worst in my life um by far
when that commercial products ready it's going to be similar or akin to the tesla roadster which is to say it's going to be expensive and not for everybody I mean Tesla sold two or three thousand league was 2,300 was the number of roadsters that were eventually sold for a hundred and twenty thousand dollars each and these things were carbon fiber you know absurdly fast go-karts that you know fit two people and no luggage or very little like a day bag it was not and they weren't the most comforta
I think it's possible in our lifetime to make energy free.
So the power wall is fantastic. You have that in your house.
What happens if Elon succeeds with these power walls and every home has a power wall? What happens to energy? Energy becomes locally produced and consumed and sold and all these pure marketplaces that we've seen with Uber for transportation and Airbnb for homes. Eventually that will happen for energy.
And Solar City, last time I checked, about 40% of the market share. Really? Yeah. close to 11,000 employees. Wow. Really incredible growth.
Solar City, everyone does that now. Solar City. So Solar City then they own all these panels. So that makes them an electric company eventually. Absolutely. Absolutely. So they'll be your new utility at some point. If you define a utility as who produces and distributes electricity, then absolutely they fit the bill.
you look at SpaceX Tesla he saved those companies multiple times by almost going broke
we've now taken it on screen with the uh with the Sparkle. Um so everything that you need can get messages overtheair updates again inspired from the Teslas of this world. So you know my my water purifier can now get more features more functions over the air
we took a lot of inspiration from Tesla because the electric car was a boring sustainability thing up until the Tesla came out. It was faster. It was at a much better cost than uh the alternatives that had the same kind of performance and it was something that you wanted to kind of explain and show to your friends or anyone who kind of passes by in the early days.
The demand exists in the world. The demand exists in the world today. I think it will exist in the world for well, you know, the next 12 to 24 months, but there is a wall of worry in the market. The reason we saw the pullback in July is Kimmy scared people into thinking, 'Oh my gosh, they're going to undercut the Frontier's revenues.' And if they undercut the Frontier Labs revenues, who the hell is going to pay for all this compute? That's why you saw a 40% trade down in the CoreWeaves of the wo
Um I think that he's going to have a challenge, you know, getting all of the componentry, right? I know he can stand it up, but can he get the memory? Can he get the chips? Can he get the land power shell all in time? I think the off-take is there. Right? But to put it in perspective, this year Anthropic and OpenAI combined, their starting total compute was like 5 gigawatts. So, he's talking about incrementally adding more than they had as combined companies, right?
So, David, net net if he builds 6 gigawatts next year, and by the way, probably only Elon, you know, can actually stand up that much in that time frame. Like Jensen said to me on the pod, it's like nobody comes close. Microsoft doesn't come close, you know, Google doesn't come close in terms of standing it up in that time frame.
Um right now, the shortage is so acute and the willingness to pay from the frontier labs is so high because they all recognize they're on the verge of some massive breakthroughs that they're willing to pay three, four, five X market pricing in order to get at scale compute. And that's what happened with the Anthropic deal with SpaceX. I think Anthropic would buy a lot more of that today if they could. Same with OpenAI.
Now, nobody thinks that the payback period is going to be 1 year even though the spot price is suggesting that it is that today, right? Just a few years ago, people thought you would get paid or not few years ago, few months ago, people thought you'd get payback over 4 years. So, you basically spend 50, you then earn 10 to 15 per year, you get payback over 4 to 5 years and then hopefully you get the 6th year which really takes you up well above 20% in terms of your returns.
It's a great framing, David. First, it's $50 billion per gigawatt to build minimum. Okay, so you're $300 billion. So, in order to finance that, it seems to me you either have to go into the market and borrow the money or you have to do a dilutive equity raise, neither of which they want to do. Um or you get Nvidia to backstop it. Um which they've indicated that they're going to do more but the problem there is Nvidia shareholders don't want them backstopping unlimited because the fear in the wor
I got the sense on the call that Elon thinks that number is going up because the market is memory constrained right now. I think he mentioned that we might see a 20% increase in memory production next year, but the demand is going up 200% plus.
And then, the other question I would have is if you go from 2 to 8 gigawatts, that you have net of 6. We know that a gigawatt power data center is, you know, 50 billion of CapEx. So, 6 incremental gigawatts of compute would be 300 billion of CapEx next year. Assuming they build that, right? I mean, they have optionality around that, I'm sure. So, how do you finance that? You know, what's the most non-dilutive way?
So, let's just say that's an add of 6 gigawatts. So, they go from 2 to 8. Okay? To me, there's two questions there. One is, how do you know that the spot price is going to stay where it is? You know, can it stay at $50 per watt? How do we know? How do we track that? How much risk is there around that?
And and I think Elon mentioned something about potentially the the Starlink network could eventually handle roughly half of internet traffic. So, I mean, this this thing could get so much bigger than just 12 million subscribers to your point, Freeberg.
I think I think they might buy T-Mobile or something like that, Sachs. It's easily within their range of purchases.
I know that Tesla the model S as a product was I think the highest net promoter score of the last 10 years
Elon has robots in the Tesla Factory dialed in to make cars
it's way too early to say who's going to be the big winner on self-driving car and frankly I think the real answer to the question is that we all are going to be the big winner
I think Tesla's got the advantage there really two different questions I guess when you look at those data sets
Elon sleeping at the factory and he just said [ __ ] it instead of 2020 let's do 500 cars a year in 2018. The whole team is like, 'What?' I mean, you can read about this stuff in the press.
when he put that Model 3 up there after having done Roadster S and X, he was so much more polished at, you know, and so much more confident and so much better at so much more credibility.
the great innovator in this space was your old boss at SpaceX where, you know, Elon has now sold almost 400,000 cars in advance, got a $1,000 deposit. Pretty impressive. But he did that after selling just 200 model uh Tesla Roadsters.
although Tesla is like 97
But the Tesla autopilot system is pretty primitive compared to something that, you know, to what Google are doing with their cars. This is really basic stuff.
At the end of the day, I think Tesla is covered. They made it perfectly clear that this is meant to be used in limited circumstances. ... I don't think they're going to suffer liability problems from that.
It's the safest car on the road. I think it was the safest car they ever tested. ... And also Elon is just nuts about making it safe.
It's already 50% better in the first iteration.
I think they said 130 million miles have been driven with autopilot, and this is the first death.
The driver, if the driver was paying attention, the autopilot failed to see something which is a known limitation of the system.
It hasn't been trained yet. It will be now.
The vision systems and the computer learning has to be trained on this situation.
We know that the autopilot failed to see this. We know that the autopilot does not do stationary objects yet. It does not do them well. And this was essentially a stationary object because it was going across the road. So although it was moving, you can basically think of it as an obstruction in the road that wasn't going with the flow of traffic. And this technology is not designed to handle that yet.
I have it in all three of my cars. I have front-facing radars. And it makes you a lazier but a more attentive driver because I'm using it to see what the system does. And I know where the system will fail because I've used it for thousands of hours in my cars.
the state of the art is that they categorize things like stop signs and stop lights and figure out where you are in the road. But they aren't yet good at categorizing human behavior in the street.
People are going to play around with self-driving cars. They're going to exceed the capabilities of their system and some people are going to get killed by it.
It's a supplement just like adaptive cruise control is.
People are trusting it when Tesla explicitly told them, this is not level 4. Do not trust this.
It's also not designed currently, and they're very clear about this, for stationary objects.
And the fact that neither system, neither human or the car pressed on the brakes tells me that the sensors just didn't see this thing.
Tesla has done 130 million miles on autopilot. This is the first fatality. Typically, fatalities in driving are one every 90 million miles, I believe.
there was a fatality of a Tesla, of actually a Navy SEAL who was driving a Tesla Model S. He's a super fan of the product and had frequently tweeted and posted videos using Autopilot. And, tragically, he died in an accident with Autopilot engaged with an investigation going on.
Google builds a system that drives based on a set of rules um you have like set of rules on how to drive Engineers think about how to drive I mean this is why the Google car has been rear ended so many times because technically it may be following the rules of the road but the average human driver is not
I think Auto has a pretty aggressive launch strategy and I think they'll do well you know I'm happy they're not in the same segment is US yeah they're winners they're winners
Auto is a bunch of EX Google guys um who got fed up with the fact that Google didn't ship so there's a few things that are very different in trucking one 100 $50,000 in sensors is okay um the majority cost in trucking is the drivers um not true in in like airplanes you look at the cost of the pilot versus the cost of the fuel pilot are cheap um but the majority of cost of trucking is drivers so you can afford something like an $150,000 system that you put on your truck for sure especially if the
the mobile I misclassified the truck is more Road like you know come on whereas your system with the camera would not have done that well the mobile has a camera too but we have much more sophisticated processing software
I think that cameras and better processing is the future um in some ways if you buy good cameras today those are totally good enough to drive a car really well
I've never seen one liar never mind a cheap the only lar I've seen for them from them is significantly worse and more expensive than the valine lar right they're promising this $250 solid state liar I just haven't seen it um from what I've heard they have like serious range issues like it can only see 20 MERS well that's useless
so it's not a high quality product in your estimation no and in some ways it was never intended to be
well I can talk about how terrible the car manufacturers are and in some ways this is the only way to work with them um you know they the only way they can move is out of fear not out of excitement um so Mobi makes these little chips that do lowquality self-driving features um that do like this very bad Lane keeping assist or an FCW fold Collision warning that goes off for no reason or like that kind of stuff so it's not a high quality product in your estimation no and in some ways it was never
so all of this data we have um you know pictures that the car was seeing at that time and we have paths that the car went and that's pretty much all we need to train right we're like given this picture where should I drive the car so we build this massive data set out and then we train our machine learning to to do that
the Tesla has limited ultra sound around it and then a forward facing radar and a non-color camera um will be a forward facing radar and a color camera right so the in in thata in that way the systems are somewhat similar in design
the Tesla Lane change is dangerous I would not have shipped the Tesla Lane change if I was if I was a Tesla because so it has ultrasonic sensors on the side ultrasonic sensors are very short range so if you're going 70 M hour you turn on the automatic Lane change to turn into to go into the left lane but there's a car 30 m back going 90 you're in trouble right right like that's a really bad move to make
this was not an edge case
Tesla's system and our system is not a self driving system right now
Tesla Model S is an incredibly safe car
these Radars have onboard processing that is not very good... you have to filter out stationary objects
the camera on the Tesla the camera that mobile ey recommends is not a color camera... the white truck and the blue sky looked identical
So I guess embedded in that is how much can Elon's empire scale, how quickly can it scale, and are the capital markets going to be available to it?
ve very simple um a couple of reasons first of all um autopilot is for highway driving right and um the thing that the Tesla doesn't have doesn't believe in is uh a lidar and this has been an area of huge debate in the industry where pretty much I would say 95% of people think that it's a very good idea to have more data not less data when helping a car decide where to go so uh Elon along with startups who frankly don't have a budget to create a system um with adequate lar coverage uh they're th
the autopilot was never designed to be a level four you know fully door-to-door autonomous system ... just like adaptive cruise control kind of removes fatigue and you have a smoother ride
I plugged my Tesla Roadster which uses like a regular plug into the Wimo. ... Because in the original Teslas, you didn't know if it stopped charging so your battery could break. And I actually had my Tesla battery break. ... It's a $30,000 mistake. ... now I have it plugged in through this with the new battery and it actually the Wimo shows you how much is being drawn through it.
if you're building Tesla, it's because you want to save get the world off of carbon-based energy and move to sustainable renewable energy. That's what Elon always said, like it's not about electric cars per se. It's about getting off of fossil fuels and moving to a sustainable energy source.
If you look at the early version of Facebook, Twitter, Uber, uh even Google, they were clunky. The Google logo was ugly. The website design was terrible. And that's become one of the most important businesses of our time.
well with the Tesla now if it snows and it can't see the lanes there's no soft driving right
look what happened with the 1 Tesla driver already like that like we have created a society where you know you can sue anybody for anything
and also Tesla couldn't have in service why is that a law direct yeah right nuts it's not it's absolute nuts
self-driving technology for trucks and Freights becomes more mainstream which will probably happen sooner than for self-driving cars
even the mighty Elon Musk with Tesla he had to take that company over because the the the nitwits who were running it originally almost ran it into the ground because the Roadster and he's been very public about this everybody knew the Roadster was costing $50,000 or something outrageous like that per car over what they were charging and they were charging a lot for that car I know I bought one
Tesla is not allowing their cars to be used by any other Network exactly they will you buy self-driving you have to sign all right right that you'll only share it with Tesla's but I think that's short-sighted thinking on the point of Tesla because again they have to look at that and kind of go will there be enough Tesla's to create a truly viable network you know the fact is if if you know you don't have enough cars to produce that three minute ride time because if you're kind of screwed you nee
the way Tesla is front is anytime they launch a new product either a new product or an existing product in a new country they will create one inbox and so every beta tester we will send their feedback in this inbox and then they tag every incoming feedback and they can have analytics and what are the most requested things that's manual today
in a lot of cases it's Tesla's case they're using they're are using fronts
the Tesla investors tried to push Elon to just make drivetrain technology and battery packs for other automakers can you imagine we're I mean there would be if there were no Tesla cars we would not have made any progress what would the impetus be for BMW or Volvo I think Volvo said they're gonna go all evie like there's no impetus for Volvo or other people to go all UV or or have an e V and market if it's not for Tesla's performance in putting those products in the market
you also see that that in in the field of energy you know you're starting to see new solar and wind the installations that is generating you know lower cost per produced kilowatt hour than pumping out oil out of for example out of the sea so then eventually technologies piece is making that that fuel dependency obsolete
I don't think you know at that point of time that if you know that you will choose a combustion engine and then you know in Europe you're starting also to see the government after government basically putting in legislation against combustion engines
an electric car the efficiency is is about 95 percent energy efficiency versus a combustion engine that that you know could be about 25 to 30 percent what does it mean efficiency in this country so you know them the amount of energy that you could convert into into mileage so so we in a combustion engine most of that energy becomes heat yep and and in an electric car it becomes mileage well and so so when you have an electric engine that is like three times more efficient you know eventually tha
in another ten years will it do another 4x will those packs be $5,000 to go the same distance I it's it's it's interesting because if you look at at the next 10 years I'm pretty sure about the cost the cost will go down in half cause more will go down [Music] pretty much I'm not saying entirely half since I'm sitting with the price list on my own batteries sure but but but they will go down dramatically and then you know as they go sub you know one hundred US dollars per kilowatt hours then you
if you look at the evolution of batteries you you clearly see the similar patterns as Moore's law you know where every 10 years you get a pretty significant increase almost a doubling every 10 years right Moore's law processing power doubles every 18 months yes batteries the density energy density doubling every 10 years
my theory on it is is I actually think Elon thinks he can hit some of these things and then he adds so much awesomeness to the car unnecessary in some people's minds but still awesome nonetheless and he's such a perfectionist that you know the date slips sometimes but who cares
the problem the the I would say almost consider most universally he's been late by six months or a year on some of these products but they've always exceeded expectations
it is not fair though that yes it the thing has been over promised
there's no reason for them to fall short the set expectations that they can't meet has done this in their history a couple of times
I think the Tesla's proven it's a real business they'd know how to ship build the stuff a lot of cars and they notice ship stuff yeah
the model 3 to me is the big winner
it's exactly that it's the same thing that McLaren are doing and bagasse you're doing that's the thing you create an insanely beautiful supercar with with incredibly high stats you make sure they're pretty much all pre-cell pre pre sold for the first couple of years and it drives an enormous amount of interest
it's a great halo product... it actually creates what we call a halo effect on the brand to the showroom it gets people excited about Tesla
the specs are simply phenomenal... this can go zero to sixty in 1.9 seconds and has a top speed of 250 miles per hour zero to 100 and 4.2 seconds and it has a two hundred kilowatt battery that goes 620 miles three of the motors
this seems to me to be perfectly reasonable and this should be coming first... on a freeway then it's really very dull and very simple driving and you know if you can get there particularly with something like a Walmart if you can get these in slipstream formation the fuel savings were even higher
if they can partner with big companies like a Walmart and that have defined routes... that actually gives them a way to say... an average independent trucker is not necessary gonna buy one of these because he's gonna have you know a reasonable fear that there's not gonna be the charging infrastructure in place right but if you go to the partner in the first place and say great let us know what your 1200 mile route is and we'll make sure that we have superchargers along the way
the cost savings on this could be twenty thirty percent I think Ilan said it would be at least twenty percent cost savings I named it be more so if it's thirty percent cost savings there's no reason not to invest in it
it all depends on how expensive they are yeah and whether the superderek charging stations work
it's an interesting space fool but actually mechanically it makes a certain amount of sense... it seems like a no-brainer because Tesla's unlike a regular car they don't have oil and these other things to be replaced brake pads etc like it just regenerative braking so for a car that's or for a vehicle that's operating consistently it's kind of built for that
and the semi had some pretty outstanding and of course Elon is getting better and better at the drama at these things he drove the semi-truck in himself which was pretty great and he's super comfortable on stage he's starting to see this like Steve Jobs like although it's his own it's his own style of keynote but it's pretty dramatic and 500 miles on a single charge for this semi autonomous truck
almost every car has been late by some amount of time six months 12 months whatever they've always been slow but he's always over delivered
I had a interview with Elon a few months ago and this topic came up and he said he said yeah actually last night I had a dream I had a nightmare that Tesla ran out of money
I think the kind of thing you're talking about is more more maybe coming from the automotive and consumer press yeah I just The Wall Street Journal has been dogging them so hard saying like the company's insolvent or something
I think the tech press is generally pretty agile Ettore of Tesla but with the exception of calling a lot of attention to predictions that they make you know forecast that they make that which which it's just ridiculous their track record of making predictions that they don't follow through on
I kind of feel like they just bashed Tesla like over it are we gonna make now the issue they're saying is how want the way to charging stations if they fill up they've solved that then they actually became how long it takes to charge
I kind of feel like the press has it out for that or some members of the press have it out for them
this just solves a big complete completely makes that a non-issue the range anxiety was considered the big reason not to get an electric car and now they've just totally squashed that
the competitive advantage of the moat that they're building that supercharger network is so massive
the 3 is I think the best car ever made I mean it literally is I think life-changing and it has 320 mile range
I will say I find myself when I leave the house and maybe it's because it's new I want to take the three I don't want to take the S
I think it's a flawless car I heard from from someone in a position to know that that Tesla is intentionally underplaying how much the Model 3 has like how similar it is to the S or how close it is
I think it's a flawless car
the self driving works flawlessly down to five it's just perfect it's almost too perfect to have to say like I think Google's point that like you cannot trust humans it will lull you into believing it's flawless because it will be flawless for hours on end but if there's road work and those you know lanes go away and the paint goes away it will disengage so you cannot take your eyes off the road with it but it does make the driving less arduous
I'm not really sure I agree with like the it's not a mainstream vehicle it's pretty clear super mainstream having driven it and if you look at the parts of the superchargers now there are so many it's crazy
when uber and lyft and Airbnb came out and even Tesla VC's did not want to be involved in Tesla originally a lot of VC's turn them down and said just make software for other car makers sell into GM that's what they told you on cell battery packs and drivetrain and you know these computers that will make other cars you know hybrids or electric cars and he said no I got to build the whole product I want to build the entire solution and so sometimes VCS don't have the creativity or the open-mindedn
the original Tesla's and SpaceX all the details were there
if you look at something like Airbnb or uber or Tesla or SpaceX these founders are gods they literally manifested a world-changing product out of their own sheer force of will
already the statistics show autopilot is four times five times safer
I just got it like two weeks ago on my Model X and it's the new version of driving it keeps you from ping-ponging in the lane it just really locks in and in all the videos online it locks in perfectly when you engage it on an off or on ramp I tried this the last two weeks it is unbelievable how much better autopilot went from these two releases
I think he says like they'll be by the end of the year they're gonna get to his thing is that they could be profitable by the end of the year
that's gonna be the big win that people are not actually watching that much of which is in Puerto Rico Kauai Australia and a couple of other places they've been building these you know battery farms the largest battery farms Everett farms off-grid form so if the country you know runs out of coal or something goes wrong with a nuclear plant they're fine and it really helps load-balanced
I think Tesla needs like one or two billion dollars it all it takes is somebody like Saudi Arabia's well fron you know Norway's well friend any private equity company of note to come in and say you know I just want to own some of this upside this is a big vision and and they'll get it taken care of I'd the idea that they're not going to be able to raise the next two or three billion when they've raised already the the first ten or twenty is kind of ludicrous
what's cool about the Tesla - is is from your model 3 think about where you started with the Roadster yeah the S the model 3 - has relatively nothing in it right it's like one piece bunk one screen I've had thing in the middle right it's got Vince but they've really gone to cost reduction of the parts that go in the vehicle
yeah so just like fruit loops have like 30 percent more fruits Tesla's have 30% less robots they literally automate it too much I think it is because I think what that means is there's more upside to if he figures that piece those pieces of automation out to pricing power and the number of units he can release
when they hit that this summer which they'll easily do I predict it's gonna take him two years to fill those orders so this idea like oh how many orders are left where this is like the best-selling car in history
if you look at the product Tesla is destroying their competitors they have really beaten Mercedes Audi and BMW in the high-end and now they're going to crush everybody at the lower end
I admire Elon for sleeping on the factory floor and saying hey we gotta get this thing fixed but I would not admire that as being a sustained expectation right and so I think there's a time to say hey we've got to buckle down and show that we can put in a weekend here to get to catch up or fix this problem for a customer client whatever but there is some weird disease
if I bought a share of Tesla at the IPO of $15 and sold it at 150 or it's at 115 I haven't sold it I now know I'm 10x on paper
that's why at a company like Apple or Tesla Square comes to mind any of these companies with amazing design they have to hire world-class designers with ten or twenty years experience or super over performers and they have to create many many more versions of products in order to find one that was a acceptable to Steve Jobs Elan musk etc
I think Tesla is doing a good job of getting focused now on what matters the quality of the cars and how delighted their customers are
the shorts I think are crazy it's their right to short the company it's not their right to spread fear uncertainty and doubt which is what they're doing and sometimes lying
Tesla could raise more money at any point in time Tesla could take down a big investment from Masayoshi Son who put ten billion dollars into Uber they could take money from sequoias new Growth Fund I think they have eight billion under management they could take money from Google or Apple or Amazon who all want in on what Tesla is building
all that matters with a company like Tesla is the product and delighting users everything else will be worked out
I think he's engaged the haters probably a mistake
the stock is up massively in the after-hours I think ten percent
they only ship a couple of thousand of the roadsters but then they started shipping tens of thousands of the Model S and then the Model X and now we're looking at them shipping five thousand cars per week and hundreds of thousands of cars per year
the product is so good that the people who buy it are obsessed with it
Tesla has had a hard time with their production hell
there's a huge short interest
I'll talk a little bit about Tesla the Schwartz belongs and a record quarter the stock is way up today on Wednesday in the after market and how Elon Musk is proving the credits wrong
we draft off Tesla in a sense of cosmic news good design and follow the best practices there have been tear downs of the Tesla battery packs learn from them follow what they do use small cells don't have a pack that blows up if there's a problem so we're definitely piggybacking on their innovation we innovate where there's an intrinsic reason to be different than Tesla and then do what they do in other areas
it was so obvious that he was gonna pull this off and so obvious he is gonna pull it off
he had such a crappy last year between quality control factory issues etc right he's building cars inside of tents
he will stop at nothing to make the model three I love it well here's the other thing the tent is a permanent tent it's not a pop-up tent from Target and we're in California where it rains like twice a decade and he used all the spare parts that he had the extra stuff to make that whatever they call it the fourth model on this is to your point a sign that he is driven to insane levels to get the mission accomplished it's not something that would indicate you should short the stock the tent is no
Tesla is such an important piece of the future because of energy and the Saudis and Norway they all know the oil they have is going away and the Saudis built up a position of 5%
if you're in a dog fighting you're trying to build something that's gonna change the world let's say Tesla let's say Facebook you may not have the luxury of saying we're gonna be a nine-to-five culture
I did that with my Tesla yeah I sold like 30 Tesla's I'm not kidding that's and I have all the data and they gate they sent me one of those free those little Tesla cars so we have like a little Tesco I think cost like 500 bucks and they sent to us for free and then I got like maybe three or four thousand dollars off maimana lakhs that I bought for Jay that I just did because I wanted to help them and so I just kept tweeting like hey buy a Tesla bio test and you get supercharged or whatever then
I think that the the challenge I think for the AV stuff is that you know is it always gonna be reliable enough a connection one of the issues with 5g is that the range is gonna be shorter so they actually have to have more micro cells to get proper 5g coverage
let's take a Tesla with the sensors all that sensor data if you want it to send all that sensor data let alone a live video feed because they have cameras in it live video feeds for Morley's Tesla's up into the cloud and you do some real-time data processing on them it wouldn't be possible to use that data in real time you would you could store it process it and later on have it impact self-driving but you couldn't do it in real time
you eliminate dealerships from the car buying process like Tesla's done and they sell direct that's great nobody wants to deal with some dealership nonsense middlemen who ruins the process we wanted to buy direct on a website and get it
if Elan must takes the pedal off of Tesla well it could die so he's got no choice but to hustle
think about Tesla you're not gonna put an aftermarket stereo we're not ripping that out
I think the majority of people trust Tesla Apple and Amazon
Ilana is building his own 3d model of the world right he's building his own map company
I have seen the Tesla cars learn where the paint is and in areas where the paint is not specific you can literally see the computer on the heads-up display a little bit confused and then figuring it out
Tesla's self-driving is a little bit different from what we're trying to solve their self-driving is probably mostly in level 2 level 2 plus level 3 this kind of category
Tesla's self-driving is a little bit different from what we're trying to solve their self-driving is probably mostly in level 2 level 2 plus level 3 this kind of category which means I'm giving up to two different aspects of driving to the computer or to the car but I'm keep I have to be at the wheel and paying attention
I mean imagine Tesla right so Elon has built by any metric the best car on the planet like any Consumer Reports any evaluation says it's the best car ever built built up from scratch with a bunch of people that had no experience and has actually beat every other auto manufacturer has been around forever
he did that with Tesla and I'm like I'm having dinner with him one night back when Tesla was gonna fail in 2008 and um he's really like at the end of the rope and he's like he's told us very publicly so again I'm not speaking out of school but he said yeah I'm living off a loan from beep yeah our mutual friend and I I'm at zero and at the time it's a weblog think I was like I think I can lend you a couple million yeah do you need like if I give you two or three million I mean it's big deal for m
one of the reasons why Elon has been so successful is he was willing to double triple quadruple down he still does it yeah well you know in that but he's addicted to that he in you know that maybe obsessive but everywhere excessive but like that allows him it should still be aligned with his employees because he's overexposed as well yeah he's got some rich guy sitting around no input his last 50 million he's got a loan yeah he's putting his whole net worth at risk so he's just as leveraged the
they're really building a whole generation of cars it does exactly that and there's all these features from the traffic on the maps to you know telling you that there's gonna be hazards up ahead to you know helping you figure out when your car needs to go in for maintenance that these car companies are looking at building around these streams to data I think it's amazing set of use cases and it's like a total change in what a car is you know it used to be a hardware product and now it's like har
I mean I just watching these YouTube videos other people with their Tesla's and I'm just like this is why we can't have nice things like somebody was like this is Tesla's fault and I just said you know here's a video of somebody standing on top of their motorcycle on a freeway and falling off is this Yamahas problem or is this the who decided to stand on a motorcycle and risk not only his own life but the other people who were gonna swerve out of the way and flip their freakin cars over like the
it's interesting the Tesla's I think they people are like why didn't I get my update and I'm like the reason is they probably updated like a hundred cars of employees then a thousand employee notes and then ten thousand of the whatever five hundred thousand or throw they're not gonna do five hundred thousand updates and have five hundred thousand tehsils brick down the side of the road not that I think that's ever happened and all the charging points and all the multimedia versus the self-drivin
what do you think of his chip he really he put out a chip that he said is the most powerful one oh yeah I mean it's it's a good chip I'm not sure whether or not it's sufficient for true level 5 self-driving I think the consensus is honestly just pretty varied what I will say is for the workloads right now that most of these self-driving cars or companies are running mm-hmm it's not enough it's not enough
but one thing to keep in mind though the growth of this company they had fantastic revenue growth over the last three years they broke down their fiscal calendar last three of three fools and they I think their marketing spend went from like 180 like 350 last year so there's really spending to grow this brand the marketing that you're talking about with the people and the cute butts and the whole thing it's working but it's also expensive and they're paying for it so it's a good business I like
it's not a drawback for Tesla to be a preemie if they have those margins and they want to continue to establish themselves as a premium brand they can raise the prices on the bike and the treadmill and I don't think that that's actually a drop I think they'll go down market will happen is as they scale let's say they increase the margin another 20% cuz they order a million bikes next year well then they just lower the price 20% and still make the same margin essentially and still have like the l
a Tesla used in a bank robbery would be like front-page news like a Tesla goes on fire people like Tesla is on fire literally there are for every Tesla that's going on fire this year there are 10,000 you know cars with ice engines and 20 gallons of fuel in them that also went on fire that never make it to the news
Tesla same thing you order a Tesla it's easy you go online I would argue none of that is a breakthrough technology product thing it's needing it all together almost perfectly and then creating great brand
the market for electric cars like took decades the market for crypto might take decades
if you look at Tesla it's really the perfect example most people did not care about electric cars they had long forgotten the ev1 and when Ilan invested in the company that eventually became CEO of it the Roadster was a toy that was super expensive that two thousand people bought and it was a proof point and then the Model S you know thousands of people then tens of thousands people bought and that was a ten-year crazy journey over ten years now
Tesla you pass on X mistake
the thing that surprised us though was who the new CEO is which is a guy with a theme park experience not a future media experience right so to you that's a problem that would be a beautiful my buddy Nick Martell tweed is like a legendary the new DCC he'll head to Disney theme parks feels like Netflix promoted the DVD I to be their lead
by aggregation for me has now I think it's a great buy he's still involved in the Condor one more year no he's actually doing two more years only 2021 and he's the head of content so he actually like soothed investors concerned pretty well during their so I for sure this hat this was so quick though people were really out that it was early because he had just signed this one-year extension or something but he had done like three or two or three of these widen your extensions or something I made
I think it's gonna do okay. Is it gonna do under five x over 5 X or around five x over over cuz it's not about the leader it's not about who's leading the company at this point
in my Tesla it used to be we get an update like every six months or a year back in the Model S days and they didn't happen that often I think maybe three months six months and then nowadays with my model 3 here we are you know in the second decade of Tesla's existing we're getting over-the-air every couple of weeks especially if I'm a self-driving one and so it just feels amazing to get one every two or three weeks
suddenly you have this thing which is conversationally rich and you can sort of you know you can start talking about kilowatt hours and charging times and range anxiety and I think I think people like that
I'm not sure that the concern for the environment has quite the same immediacy as fart mode or you know or in some cases by the way just the conversation so one of the things I think that's very clever that possibly what we see logically is a disadvantage with electric cars which is the complexity may turn into a strength in another year or two simply because people love talking about cars
I have to admit that 20% of the reason I want to buy a Tesla is because of dog mode and I don't even own a dog by the optionality of some day you might get a dog makes it interesting or the fact that they took the time to create dog mode means they probably took the time to make everything else great so
it wasn't that the truck was white that was the problem it wasn't that there was a bright sky it was that it didn't look like the back of a truck because it was the side of a truck the system wasn't able to to understand that and didn't have the robust sensing to to deal with it appropriately so that's why we think multi-sensors uh multiple sensors are really important
you have teslas on the road that have the self-driving technology in it whether people buy it or not and they're just contributing day in and day out this million tesla's out there probably with the with these um you know collecting data
tesla's building driver assistance technology it's a little different than um you know full self-driving capability that we're working towards
I don't think there's going to be as many as like I don't see this becoming a commodity is the short answer maybe three or four people make it
I expect there'll be at most a handful of companies that deliver on this technology because it's it's really hard and you need to have the experience you need to have the quality you need to have the partnerships and backing to make it successful
Building things in the real world uh like making cars, Manufacturing. Yeah. that's a whole there's a reason why GM is great at making cars. It's very hard. Supply chains are really difficult. Yeah. I learned this with Nest. Like very very hard.
Could have bought it and it could have just died on the vine. Elon could have said, "I'm not interested in this anymore. I can't work with you." and then it's dead.
It would have been 20 but it would have been 20 or 30 billion dollars. It would have been an incredible price when you think about it.
I would argue no. I would say that that that that would have been very challenging for Google to see it through all of those challenges and then to commit to Gigafactories and all the other things that Elon has committed to and to also be the you know, the entrepreneur of the century out there, you know, sort of as the as the front person for the the technology.
when did waymo take the self-drive the the safety driver out when did tesla start taking the self safety driver when they perfected and they got to nine nine nine nine nine of safety 99 point multiple nines of safety right waymo said okay we can take a driver out here we feel in this constrained area we're not going to kill somebody that took about 15 years
there's an R and D fab that we're building in Austin. Uh, that's a collaboration between Tesla and SpaceX.
They did build in Tesla, $1.5 trillion company that would have argued for them to have warrants.
Tesla and Tesla paid their loan back and they paid it back, uh, with the interest ahead of schedule.
So really the reason that we're building, starting with this size aircraft, the 30 seater is that it's all that power electronics, all that charging infrastructure has already been built for, for cars and generally, or for electric trucks. And generally when that happens, it's two orders of magnitude cost later.
our investors are giving us the capital to go do it they're actually entrusting us with that capital that's the reverse of what's happening in the large primes where their investors are kind of demanding share buybacks
using large numbers of autonomous vessels you can combat these threats in completely different ways you can offer scale persistence and risk reduction in ways that you know man vessels just can't
our real flagship product is corsair and when you talk about again the the scenario in the straight of four moves and what type of volume can we bring there like it's not only five years in the future we can build 2 000 corsair per year right now at our manufacturing facility in austin
we've raised two and a half billion dollars in private capital we're pouring that into r d
you had 160 times uh price to sales ratio for tesla when it first came out 160 times right you take this two or three trillion dollar market cap and you put it against a smaller revenue number well if you look at the revenue number increasing now we're down to a 45 times price to sales ratio so some kind of uh balance is occurring here
I prefer the Tesla car because of the software and how easy it is to use. But I, and I despise Jaguar with their software. It's, it's a monstrosity of problems and nothing works. But so I, I love what Tesla has been doing around the world because they, they've literally pushed OEMs to learn how to be, to think just to be normal.
So in cars, battery's awesome, man. This is the thing. We're honest with people because we sell both battery and hydrogen. So we're very honest with people about what the advantages are. And when you get into cars and light duty, battery's the best thing. You get into heavy duty, hydrogen's the best thing. So they picked the wrong market to go after. It's stupid.
Well, even like, even our, even our hydrogen, if you have 60 kilograms, that's only like 120 pounds. You know, it's like very light. It's like 60 kilograms is more energy than, than essentially having 15,000 pounds in batteries with Tesla. So that's how, I mean, you're talking 120 pounds compared to 15,000 pounds or 10,000 pounds.
Yeah. Very similar to that. Um, but we don't ever build on speculation. So Tesla goes out and puts these chargers all over the place for everybody.
I own the 16th Roadster ever made. I've been a fan of Tesla since the beginning. I've owned every one of their cars. And the battery life on those has been spectacular. And the prices have gotten cheaper and cheaper.
adding to it millions of cars a year yes but 10 of those decide to put in the network which seems like a pretty good number to start yeah 10 of a couple million cars three four five hundred thousand cars very significant put them into the network they start doing you know five rides a day we
They put the sensors in every car, whether you buy FSD full self-driving or not, the sensors are in there. So they could be in shadow mode.
Number two is they have the unique ability to run machine learning models or end-to-end models in shadow mode. So even when you're driving a car, the car is technically in simulation mode in the back end, underneath itself. That's a huge power advantage.
I would say in this game, Elon's probably the furthest along. Primarily Elon is. Tesla's probably the furthest along in my humble opinion. That's primarily because they have the ability to collect fastest possible data than anybody else. They have the millions of cars that are already driving in all over the world,
And there's a new wave, um, especially the, Tesla's 12.0 release, which is end-to-end deep learning, end-to-end machine learning models. That's where the future will have to go towards because in the first phase of version 1.0, anytime we see an edge case, you have to take over by human, collect all the data, and an army of people have to intervene and understand what really happened. What was the stack? Where did it fail? Did the perception fail? Did the prediction fail? Did motion planning fai
It's just not as good, not even close to as good, I would say, as the Tesla's.
So Elon made the right bet there. Waymo was wrong. Tesla was right.
And then you can see that warning directly in the owner's manual. In the, in the, in the Tesla autopilot owner's manual is that, hey, you have to keep your eyes on the road because we haven't solved this problem yet.
So the majority of collisions that occur with with Teslas, we don't have good data on Uber, uh, are usually we would say false negatives in that they hit things that they shouldn't hit. And there was a spate of them running into emergency vehicles. And some of that is a consequence of automotive radar. And so, you know, what you're raising is a real concern. So these vehicles that have these safety systems tend to be tuned to avoid slamming on their brakes even if it means that they're going to
Yeah, we're on team camera.
They change it every month. I think right now it's, I think right now you get the first one built in, like basic autopilot built in, and then there's an extension.
you have a industry leading company like Tesla
Why would he go into competition with Tesla Cybertruck or the Ford F-150? I mean, these are big competitors to go up against. You're going up against the old guard and the avant-garde Tesla.
And he's got the car, the Model Y, I just traded in my Model 3 for a Model Y. The Model Y is like 50% better than the Model 3. And the Model 3 was twice as good as I'd say the Model S and the Model X in terms of like value for dollar, maybe even five times better for value for dollar actually. Now that I think about it, because those other cars were over 100K.
If you look at Elon, he just did battery day. He's in year 11 or what is well past year 10 in Tesla's. So yeah, he's getting closer to 20 years with that goddamn company. And what is he working on? He just did battery day. Wait a second. He's been at it for over 10 years and he's doing battery day, the first battery day. Yeah, that's because he's been buying batteries and he's still building those cars. You realize, you know, what would be great if the batteries cost half as much and I can make
We used to actually not sell Teslas at all because pricing them was a little bit difficult, but now there are enough used Teslas in the market where you can actually be certain about the price, and we started to sell them again. Generally, they take a little bit longer to sell, but we do very well on them from the gross profit perspective, so that's why we do them.
Just like if, you know, right now Tesla is buying batteries from Panasonic, wherever they buy them from. If they make their own batteries, if there was profit in the batteries, now they can either take that profit or they can make their product cheaper. I think Elon kind of signaled already he's going to make a 25k car or something. I think part of the idea of him bringing batteries internal is, yeah, we'll still use other people's batteries, but if we make our own, maybe we can cause the price
that thing, as people know, was based on the Lotus frame and all the parts came from different places.
Elon is pursuing the same strategy with Tesla, but he couldn't start there.
So 2020 they, they, they do the responsible thing that you should do as a CEO of fiduciary responsibility. They are like, Hey, this is a great fundraising opportunity. Our stock is really high that we should do this. So they do it. They get 12 billion of cash on the balance sheet. It's now up closer to 20 billion because the business is, it's great. It's making money.
Yeah. Well, the first thing to know is that Tesla raised $12 billion in equity offerings last year.
I mean, the way Tesla's run. It's a treasury asset. Like it's, it's like the, I mean, we, in some ways we should say, oh, look at all this profit that they're making, but you know, like that's not the, the goal there.
They've made 600 million now in profits.
So it looks like Elon bought 1.5 billion through Coinbase. Wait, through Coinbase?
Tesla has made the model s that are they made the roadster the s the x, the three and then I think the culmination of all their work is this masterpiece the why that if you buy the model why you cannot cannot drive any other car I don't think ever again.
Elon Musk actually actually had some comment like this. At some point, it was a couple of years ago, where he said that Tesla doesn't do marketing. But I think what he meant is that Tesla doesn't do advertising, which is a very specific part of marketing, because actually Tesla is a marketing machine. It has very well defined customer funnels that are very polished, that walk people through, you know, the first contact all the way to the onboarding. And so the reality is it just Tesla doesn't do
They've worked really hard. And the proof is in the pudding. The products incredible. And people who own Teslas, you know, they tend to buy more Teslas over time, and the cars tend to last forever.
the full self driving stuff... people with the beta are really starting to complete, you know, more and more complex drives without driver intervention. And it's growing really fast.
Tesla is really an energy company, the cars are about one piece of that stack, your home having solar and having a power pack mean that your house is the new electrical part of the electrical grid.
Tesla noted it owns about 1.3 billion in digital currency.
for the first time, the total cost of producing and distributing these energy storage products was lower than the revenue generated.
revenue from this division grew 62% from the previous quarter, more than 116% from the same quarter in 2020.
their current capacity is 1.05 million vehicles a year spread between California and Shanghai. They are growing quickly, obviously, over a multi year horizon, we expect to achieve 50% average animal growth in vehicle deliveries.
Tesla is becoming a cash machine so much so that must is continuing to ramp up up capex levels while the company is still producing free cash flow
Tesla had an incredible q2 earnings report. Congratulations to the Tesla team over a billion dollars in profit, which is up 10x year over year.
over a million cars a year now. That's just mind blowing being a Tesla superfan for all these years as a as a customer.
Tesla had an incredible q2 earnings call reporting over a billion dollars in profit
and that's what tesla did with the roadster it appealed to people who were sports car aficionados technologists and people cared about the environment who had discretionary money to spend and wanted to be part of the green revolution the model s was a similar extension of that but for people who liked you know driving in you know bmws or mercedes and wanted a more refined experience and then the cyber truck and the model y you know all different groups of people who might want something slightly
now you look at tesla they were not the first battery power car in fact everybody had given up but elon found a really great idea we're going to sell the first 100 cars for 150k the roadsters and i have number 16 in the driveway not far from here and what an amazing innovation we're going to go after the highest end part of the market first most people say well shouldn't you go for a very accessible car like a prius no because these cars were super expensive to build the first battery packs for
The solar powered supercharging network, there are solar powered superchargers, but the supercharger network has grown so quickly, there's no way to power it by solar standing next to them.
As I said, you know, they have so many miles driven with their robotic cars and their AI driven cars that this is actually easier. And all the factories that Elon are running to build these cars have tons of robotics in it.
If you think about what we're doing right now with the cars, Tesla is arguably the world's biggest robotics company because our cars are semi sentient robots on wheels. And with the full self driving computer, essentially the inference engine on the car, which will keep evolving, obviously, and Dojo and all the neural nets recognizing the world, understanding how to navigate through the world. It kind of makes sense to put that onto a humanoid form. They're also quite good at sensors and batteri
uh elon over at tesla built uh supercomputers and his own silicon and yeah with dojo
Right. And that is closer to an elegant integration of the existing human driver's traditional software and advances in AI.
or you could miss out on tesla and spacex because they were doing hardware intensive things deep tech that was like how is that possible to do a car company right like people had lobbied elon to make it a software company and just a technology company that sold components to ford and mercedes and in fact if you go back and you look mercedes and toyota did make an investment in tesla i think it was a series b or c and it was under the concept of sharing technology etc and the early model s's had
yes tesla did get sued for the dealer network right trying to go direct that got them sued
What's going to happen is it'll do simple tasks in a, in the factory, which is a huge advantage for training data, learn that. And if I had to bet, I would say three years, two, three years. I don't think it's five.
Tesla already has a robot, the Atom system. It's functioning today. It functions today using the vision systems that Tesla built with millions and millions of miles, a huge unassailable moat, autonomous driving. If you integrate an LLM with that, you get an embodied system.
It's not 30 billion in cash. It's 30.7 billion.
we're going to just produce a million cars a year and put them into the robo fleet. And then next year we'll put 2 million into robo feet. Next year we'll put 3 billion and Waymo can't do that.
That's their secret sauce. And you know, the thing about Tesla is when they do figure this out. They have, I think $30 billion in cash. They could just say, you know what, if you want to buy Tesla's, feel free and Hey, but
I actually think this could all become commodified. If somebody starts an open source project that actually works in the way Android does. So then you might have like a high end version of this, like the iPhone version, which would be Tesla and Waymo.
Tesla has a massive fleet already out there waiting to be woken up.
And then I think Tesla could be number two or even number one, but I think the big winner is Uber, um, and BYD.
I drive, uh, Tesla full self-driving every day. I can tell you it is absurdly impressive. It's got, I would say nine out of 10 miles dialed in. It does not have that last mile. Uh, and those are going to be really the hard one. So I don't think the test of full self-driving can be as meaningful as Waymo is. I think Waymo has a lot more experience right now, but I do think in China and some other places, uh, there'll be others.
there were only a hundred of those made originally the tesla roadster so you know and they were producing one every two or three weeks
the company was going out of business
elon was an investor in tesla and trying to fix it because martin and the other guy were driving into a cliff and he had just started spacex
tesla makes the cars and the software but they don't have a network so you know and they don't have fleet management so you start getting into all of this it feels like it's going to be hard for one person to do everything it was hard for uber to try to be a technology company and make this it's going to be hard for waymo to deploy this in you know a thousand cities around the globe uh it's going to be hard for tesla as well um and it's going to be hard for tesla owners like if you're i'm a tesl
when i bought the 16th roadster 150k down for the first 100 reservations when i bought my signature the model s i think they did a thousand signatures i have the first one i put 150k down and those were actually turned out to be really good trades because those are collector's editions now and they're worth more than i paid for them but um this was a financing strategy people don't know this when elon almost went bankrupt twice with tesla this is how they funded the company was on those deposits
the cyber bus which you know doesn't have um solar on it because obviously they have uh you guys built out a huge super charging network so probably doesn't need to have solar
this i think was not something we invented as something tesla did well but when you are a hardware company building a new brand a consumer market you really do need to start at a premium price point where you can sort of like you know build the company through the technology and move down
needs somebody to be in the back you know with the safety harness on taking the packages and when it gets to a donation jumping out ringing the bell putting the package taking the picture and leaving
However, you know, just doing back of the envelope math, there are a billion rides a day in the U.S., a billion rides a day in the U.S., a billion rides. Of those rides, about 12 million of them are Lyft and Uber. So, but 3%, 2% of rides in the U.S. are done by ride sharing. It is a minuscule amount of the overall rides. And we're not even taking into account when you do that math, of course, public transportation and other forms of transportation, bicycles, et cetera. So there's a big pie here.
I think he said he could have those cars being manufactured. He, he, he, it was interesting because he was like kind of 20 and I'll say 2026, but maybe 2027. He kind of hedged a little bit there, which kind of, and maybe that's why the stock went down a little bit because maybe people want everything yesterday. But the truth is you got to get this right. Right. And when you do, they have the ability to produce, I think they did 1.9 million cars last year. So he does have the ability to produce t
So it works in a controlled environment. So on a grid system, it's ready to go now, but you have regulators and regulators, you know, they like steering wheels.
Tesla went from a money losing machine to a money printing machine.
the self-driving car at the robo taxi event was pretty compelling.
Tax credit goes away. Every non Tesla, major American car company pulls back from electric and then the electrification of the American car fleet gets set back 10 or 15 years.
If he said that that might take a big, it might give a hit to Tesla stock.
I think it's like the most interesting thing is when you think about a house that could have an electric vehicle with it, a Powerwall, and residential solar, that's really the wave of the future. You really love to have all that stuff on site. The question though, really is, how expensive is that? The EV and the Powerwall probably pay for themselves because you're comparing yourself to gasoline. I think the question of residential solar on site is a harder question.
i think it plus five or ten grand so you just buy it one time but i think they've been doing a subscription
yeah alec yeah so they're about two percent of the market maybe more
i'm bullish on this approach it was great to see tesla move that way in the last couple of years i think there's a lot of space to run
i think tesla's made it clear that they're not going to work with the aggregators and they want to be the aggregator and provide this
so when we look at this model there was a big bet made by tesla and elon that was along the lines of we don't need lidar human eyes are taking input in and they've been driving for a hundred years these cameras have higher fidelity there's more of them and they're looking in 360 degrees so therefore cameras alone should be able to solve this problem we're not going to need lidar waymo said no we want as much sensor as possible we want as much maps as possible it sounds like you sit on the non-li
So that that's the other problem for Waymo and Tesla, I believe is this technology becomes commodified and then Toyota and Nissan and BYD and everybody else has it. Okay. Uh, what's your competitive moat then?
Waymo is on the road now there's six or seven players in China and Tesla's not on the road yet. So in 18 months, let's assume Tesla's on the road and BYD is on the road in the U S or other places, Europe, South America, et cetera.
to me, the major car companies are at risk of being essentially replaced by, you know, BYD fleets, Tesla fleets, Waymo fleets, et cetera.
And I think that's going to be the big war of the next decade. It's going to be Tesla doing it on their own.
the merger is complete elon musk and donald trump collaborators in the rationalization of the federal government are now full business partners trust industries i call it with trump as car salesman in chief and musk as the genius founder
guaranteed fsd doesn't also a human is not going to get this right but nobody can see through fog except for it's going to hit it yeah as would a human any of us driving that car would have hit the kid
he's pretending this is a test of the overall Tesla system, but it's actually just a test of this one feature.
based on my firsthand experience using a Tesla every day, I often put it in full self-driving without the address. And so that reflects what my personal experience, it will go into full self-driving mode.
Well, I mean, it was an electric car. They cared about the environment. And it's done more to change the fate of global warming than any other car company.
It's an American car company. It's the one successful one.
it's out there you know being beta tested with beta testers who have to remain vigilant they they are
the maps waymo tesla zoops ain't nobody gonna get that right in texas i can tell you that y'all
having it stay in the lane and having it stop before a bicycle goes across it we we know it's going to do that 100 of the time so congratulations humanity tesla waymo everybody in between who's making self-driving technology people who are making breaking technology less people are going to die
the tesla server truck did a great job stopped early stopped very calmly didn't slam on the brakes to the last minute
he ran this test with the model y jason i think three separate times he had to apply the brakes manually each time
i think that it's pretty clear i'm going to go ahead and guess hardware four gets it right hardware three doesn't
i believe in the last i know in the last uh tesla call and somebody could fact check me if i'm if i'm wrong here elon said he was probably going to have to upgrade hardware three to hardware four yep and they were going to do that for free if fsd couldn't do stuff
fsd uh on hardware three which is what i have is a distinctly different experience than hardware four yes
BYD in China is probably saying, you know what, we have to get this on the road in Europe and South America before Elon gets there because he's very capable
Tesla has been giving mixed signals. Is there going to be a safety driver? Is there not going to be a safety driver in what timeline that's putting pressure obviously on Waymo to expand faster.
Tesla announces something, Uber goes down, Uber announces something, Uber goes up, Waymo announces something, Uber goes up, Tesla goes down.
Waymo's already there at a very high price. So Waymo's in the game, Tesla's almost there, imminently there.
you see this with Teslas because the owners also like to geek out about the cars.
on the Tesla Model Y refrigerator, uh, because Tesla has so many fans, Jason, there's actually a bunch of different refrigerators you can put into your Model Y. Some of them are hidden. Some of them are larger. People love to accessorize, which underscores your point that there's going to be a lot of fat margin to be made there
I saw today, they're letting people transfer the self-driving again. So that's like, was the blocker for me. Like I have to pay another 8,000 for self-driving.
if i was advising elon and i am not or tesla writ large which i am not i would have put the safety driver in for the first year just so regular for the whole year i would just say listen you're going to get in the car there's going to be a person there
i just ordered my second model y
this is going to be a very consequential month i would say july will be the consequential month it's only opening up 10 cars to 20 cars with uh in a closed beta this is also a very smart decision
elon restated yesterday hey we're gonna have these austin testing units out at the end of the month wisely um it seems there will be safety drop remote drivers so that's unclear uh if those people will be one-to-one
how big of a part of tesla's success is their generalized driving technology waymo started with constrained areas and really trying to solve a constrained area problem where they were let's just say bespoke solutions right uh in a lot of cases for how to deal with this traffic circle now large language models and reinforcement learning and just generalized ai is the route eon has gone without lidar and so that's the big question
frankly i think bodes well for elon and company because if the tech has gotten this far maybe it's the right time to do something bigger
create this robo taxi the specific two-door one and be able to produce 10 million of those a year and he will take the number one position that's that's possible some people might say probable
i think in this case it will not be winner take all it will be three winners take most and those three winners will be waymo tesla and uber that's my belief
with the cyber cab coming the two seat what they're reporting might cost 15 20 25k you know
eventually maybe 25k to start 15 at scale and i think they're gonna scale it you know that might be the kind of thing where it could go down to 10 bucks a ride or whatever seven bucks a ride again because those cars are so cheap uh to produce and they'll be utilized 20 30 times a day
So now you'll have really three players. You can commercially buy as a consumer, a self-driving car from, so you could own it and sleep in it.
Volkswagen made an announcement last week that they're going to sell ID buzzes with self drive, full self driving to anybody who wants to buy them. This is a real shot across the bow of Tesla and the entire industry.
I think we're going to get to 20% of rides will be done in a robo taxi, a Zoox, a Waymo, an Uber, a Volkswagen, a Tesla within 10 to 15 years.
Tesla becomes a very interesting company, right? Because they are still selling cars. So car ownership matters to them, but they also see the future and they're disrupting themselves. So now you get to the concept of the innovators dilemma. The more successful Tesla is, the more people need to buy their cars.
What you're really in a race here in this infinite game is car ownership. And in that way, everybody's on the same team. Zoox, Uber, Lyft, Tesla, they're actually all on the same team. And right now that team has one point. The other team has 99 points.
I think that's actually might be a really power move by Tesla is to say, where is, where isn't Waymo? A Waymo isn't in these Florida cities. Great.
Tesla has come here after Weibo already reached scale... being second is not the worst thing in the world.
that'll be an easy concession for Tesla to make, I think. I think it'll be conservative in terms of like their approach to self-driving
Every city they go to, they're going to have hundreds of these interventions that have been necessary. The question is how quickly can you get rid of the edge cases?
There'll be other jurisdictions that say, hey, Tesla's approach is just fine.
Tesla's up like 10% today. Keep in mind, guys, for a stock trading around the trillion dollar mark, that means a hundred billion dollars in fresh value. That's a lot of, that's an enormous amount of money. That's a third of open AI in a day because this went well. So there was quite a lot riding on it. And I think it went better than I expected.
if you examine, you watch these videos, taken by super fans, it's still very impressive. They're able to do the majority of the rides, overwhelming of majority of rides without an intervention. That doesn't mean you can put a hundred thousand of these on the road.
I'm going to guess six months, 12 months, somewhere between six and 12 months, the safety monitor can come out.
i have hardware four uh which i believe is what's on the robo taxis that's what ilana said it's the same software stack it's the same hardware
when we saw you know there were maybe a dozen instances where people thought that teslas could have done better one or two of them were a little bit severe like there was a little touchy touchy of a down an alleyway but it was at low speed where like the tesla bumped in its tire touched another car okay that's car on car contact but it was at like zero miles per hour like one mile per hour
i think there's enough interventions that they need that safety driver i think putting the safety driver in the passenger seat versus the driver seat is performative it doesn't really matter i get why they're doing it i think they should just put the safety driver in for one year in every city that should become the new standard
people are now reporting that are watching tesla's fleets in and around the austin area that they are doing lidar mapping and prep to expand the geofence possibly including the downtown austin area so to me jason from just where i sit that's pretty quick and i think implies confidence in progress thus far and implies that you know at least in the texas area tesla's robo taxis are going to become an actual competitor
i would love to see starlink as part of tesla i know this sounds crazy but imagine every tesla had a starlink built into the hood or built into the roof the trunk whatever then they all propagated wi-fi networks everywhere so you would be driving or whatever you'd have two million cars every year go on the road with a wi-fi network you would have high speed internet everywhere a tesla was you know no matter where you are in the world if you owned a tesla or you had a starlink account you could t
for x ai which is now x ai plus x formerly known as twitter to be part of tesla because that would put everything together you'd have online large language models through twitter slash x plus you'd have real world through tesla and then that would be one less independent company that elon would have to manage as ceo and i thought that there was probably some good ideas there
all of that goes back into the models, goes back into your arsenal as a founder, and you can make a better product. So embrace the hate, embrace the cynics. They'll give you a roadmap to finishing your product and completing your project. If you're getting these cynics coming after you, it means you're doing something right.
people are saying, oh my God, FSD is going to take over the world. Oh my God, FSD is not going to work. It's not ready. All of this hand wringing and cynicism. Every time a cynical person points out when FSD or Waymo fail... You will see FSD make a mistake. You will see FSD save somebody's life.
these robots are going to become the best selling products in the history of humanity and they're going to change the world more than the internet
i believe optimus is going to be the greatest product ever created by humanity including the wheel in this obviously it is going to be the most successful product in history and people will forget that tesla ever made cars in another 10 or 20 years
like the rollout of robotaxi with tesla i think they're probably picking and choosing a little bit and no shame to that it's a new technology i'm not annoyed but it's not like a general beta we can opt into
i believe optimus is going to be the greatest product ever created by humanity including the wheel in this obviously it is going to be the most successful product in history and people will forget that tesla ever made cars
But I think the larger delta, particularly on the Tesla side, is really which sensors are you using? You know, how complete is your sensor stack? Do you use LiDAR or are you solely using camera? And perhaps how much do you leverage maps versus not using any maps when you drive? Those are probably the two biggest deltas.
I don't think that on the technical side, if you spent time within Waymo, within Neuro, within Tesla, I don't think you're going to see a huge amount of daylight in terms of the machine learning techniques and tools that are being used.
I'm one of, you know, an early investor when it was public. I had IPO shares, literally, and I own the first Model S and I own the 16th Roadster. I'm as all in as you could get in Tesla. I have great exposure to it. I want to see everybody win.
And so overall, the cost per vehicle of our system, we believe, is roughly an order of magnitude less than what other full L4 players have. Now, that still makes it more expensive today than, say, Tesla's outfitting.
i do kind of feel like it's a meme stock like not that not that they're not doing business you know making money whatever but i do feel like there is an element of meme stock just because he's that guy like and i feel like people see him speak and they get excited
your tesla tesla just went out and did this massive deal um in caledonia to source you know some mineral that they need to make batteries or to make their uh their cars i can't remember exactly what it was nickel but you're you're increasingly going to see the businesses that have a balance sheet step up and actually start to integrate their supply chains
elon runs the tesla factories when they're building which is 24 hours a day overlapping shifts just get a sense of urgency here
tesla isn't even the car company that's most affected by this you know the big um you know traditional american auto companies like ford are even more affected
a different version of this idea which makes sense is in autos again trillions of dollars of market cap and you can make a decision do i want to be long tesla lucid and um rivian and short the traditional autos
i think the f in fang should be replaced with the t of tesla and be tang
had a ridiculous quarter revenues up 53 to 53 billion up 71 percent year over year q4 revenue 17 billion 65 percent year over year and they increased their deliveries by 71 percent and uh now now you're all of a sudden to start see some uh you know income coming into the company so flipping from money losing to break even to now printing a ton of money
bill ackman uh came over the top he's buying a ton of uh netflix and tesla just absolutely flipped to becoming a money printing machine
if you listen to Elon talk about unions and why Tesla is not a union shop, it's got nothing to do with wages. You know, he said, we'll pay you the union rate or better. And it's not about mistreatment, because he said, listen, if someone mistreats you, we're gonna have a no assholes rule, and we'll get rid of them. The issue is inflexibility, right? He wants to drive continuous process improvement at Tesla. And he can't do that with a union shop, because every change has to be negotiated. And th
Tesla obviously, you know, has a very deeply integrated supply chain team, whereas GM probably relied on subs who relied on subs who relied on subs. And that's why GM delivered like no electric cars, but Tesla was able to keep volume up. The guys that are winning are the ones that are integrating supply chains.
Apple and Tesla basically said, it's kind of reasonably well managed, particularly on the chip side, and we see the whole thing easing q4 q1 of next year
And then you can have this mixture that occurs in an up market because there's so much liquidity where people will conflate one with the other or the potential of the reality of a Tesla because they see Tesla's everywhere. And they'll conflate that with the speculation of a Lucid or a Nikola and they're not thinking straight.
I've been getting that 320 pretty consistently on my Model Y.
I like the 400 mile battery to me 400 mile battery, and the self driving, those kind of features to me are the attractive ones in a Tesla
I cannot buy a car without autopilot anymore.
I really want the cyber truck. I think that looks amazing and dope.
going zero to 60 in four seconds or less is an absolutely crazy experience. And going in 1.9 seconds or under two seconds, like literally, the stuff that goes flying into the backseat is crazy. So it is an awesome technological advancement.
so it's very easy to criticize tesla for autopilot and disengaging and yeah they're letting people use autopilot and people might you know do stupid things like you know you see these stupid folks who will leave the front seat or they will put a weight on the seat or a weight on the thing to try to trick it those idiots are the same idiots who will ride on top of motorcycles and put the video on youtube and you know sadly they're the same idiots who will stand on top of a motorcycle and flip off
tesla just gamified driving you're going to be a better driver because they are going to tell you exactly what you're doing wrong if you can measure it you can management manage it and i think all of us are thankful and would want these to be standard these should be standard on all cars and tesla is the tip of the spear here
i can tell you unequivocally that tesla has made me safer driver because i put the speed limiter on so i no longer get speeding tickets i no longer accidentally go over the speed limit
tesla recently released a safety score for their drivers
only a few hundred iphones you know can provide enough cobalt to make a new tesla battery pack really you know it's it's a difference in the chemistry used in in consumer electronics devices that are very cobalt intensive relative to you know ev or powerwall type batteries that are really very efficient with cobalt so that that's one of the really compelling reasons to do that
in Europe that have hit a million miles now they've changed their battery packs i think in the one i read about that hit a million or close to it they had changed the battery pack three times
it kind of brought us to our knees you know for for you know a good year or two in the midst of that whole thing um you know it was all hands on deck you know the whole company was pulled into this you know every every level of you know engineering and and you know every other function for that matter um i mean i pretty much you know moved to nevada in those days and you know camped out at the gigafactory and you know did everything i possibly could do to to make batteries possible and battery p
founders plus technology can change the world and you did so we're thankful for that
i don't think it would have happened as fast and i think you know we may still be you know bumbling along if tesla had had failed as you said somewhere in one of those production ramps s or even three um you know i just think it would have taken much longer and and the world wouldn't be as far along as we are now and we'd have to do the electric truck you think they would be doing it now or they would do it 10 20 years from now hard to predict i you know i i i'm pretty sure it would have been la
i 100 agree i mean we the we've passed the the threshold here the tipping point or whatever analogy you want to use you know there's there's no um there's no going back and you know there'll there'll still be bumps along the road i mean it's it's sobering to realize or remember you know what a small percent of the fleet is still electrified i mean we're still you know broadly in single digit percents maybe approaching 10 you know depending on which region but um you know we've got a long way to
now that tesla has done this and succeeded um it is now inevitable that the ice engine will be retired and and we will be a hundred percent electric in the next decade or two
it just shows what this combination of excellence from tesla and the product combined with a country that takes it seriously
you literally had executives from the corporate office on the line delivering cars i mean literally people who were in accounting were there delivering model threes to customers just to keep the company solvent
and let's face it that was just a game changer in terms of luxury and who could be a potential customer
the fear uncertainty and doubt that was being directed at you and and tesla was insane and you know we're driving the cars 150 200 miles and telling people look it works and they're literally saying nobody will ever buy an electric car
the cost of the original battery pack in that roadster was somewhere in the forty thousand dollar range fifty thousand dollar range if i remember correctly yeah it was in that ballpark it was you know close to a thousand dollars a kilowatt hour wow so i think 53 and change kilowatt hours in the first generation roadster and uh yeah probably around fifty to fifty five thousand dollars something in there just for the battery pack
lithium-ion batteries you know were commercialized in about the year 2000 for laptops um sony did that you know it was bleeding edge you know then and you know three years later tesla starts and you know four or five years later uh you know we're building them into the first roadster next to you so you know that that was it it was that sort of beginning of you know the that decade that uh you know presented that kind of opportunity and before that you just couldn't make a modern electric car the
Tesla was delivering hundreds of 1000s of vehicles, and was making all this progress on self driving, and had the super charging stations, and the Gigafactory, and the Powerwall technology and solar, and was doing electric grid work
Oh, wow, Cybertruck has over a million deposits now. So 20 times what Vivian has.
So I don't think that Rivian is going to really be able to beat Ford, they're certainly not gonna be able to beat Tesla.
I think that's something Tesla is doing as well.
Tesla bought a bunch of crypto, very well for a while. And then it went down. And so they, you can actually read their financial statements. It took a loss.
Tesla still is the only car that I would buy or tell people to buy because the range and the infrastructure can't be beat.
this was always Tesla's vision and Elon's vision was we want to inspire people to make more cars. So I think it's absolutely fantastic. And yeah, Tesla had a record quarter, they over delivered and the stock went up 10% this week or something. And they've got all those plants online, the gigafactories that are just like dreadnoughts, they just pump out, pump out cars, and then they're opening Germany, and Austin, I think this year. So when those two things come online, my Lord, the amount of EV
a lot of new electric cars are coming to the market, mainly from Toyota and Volkswagen, which are going to invest a combined $170 billion to take on Tesla over the next decade
And, but if it's going to be your only car, that supercharger network is like, it's killer.
it is fair to say both that Tesla has gotten where it wants to go and probably will only continue to do that.
The, the carbon offset sales is, is declining in importance. In fact, that's one of the things I've been checking for a long time is the regulatory credit income as a percentage of overall automotive revenue. And the last quarter was super modest. Like the company is no longer cheating to, to appear quote profitable. It just is profitable.
I, I think that's part of the story here is that Tesla is a much cleaner cap table.
Uh, right now price to sales. Uh, so the price of the entire company and the sales 53 billion, uh, is 16.2, which is pretty rich and maybe five to 10 would be what you would, you know, expect. And then, uh, based on their price to earnings, 156, I think is right, 5 billion. So yeah, it's, it's fully, I would say fully valued would be a kind way of saying it. It's expensive is another way of saying it.
Yes, they are killing it. Yes, they are default alive. Yes, right now. If you are really looking for a, a, a day to day driver right this second, and that picture is going to start to change rapidly, right? Like every manufacturer is now legitimately in the EV game. I have started to drive a couple of them just to sort of see what the difference is between car makers who are switching to EVs and EV makers who are, you know, I mean, he's reinventing the car. Not everybody's going to want that. Th
I wouldn't, I wouldn't pick Tesla today. I feel like the upside is priced in because people are enthusiastic about the company and especially about Elon and that's fine, fine.
But its stock is still really expensive. Like you have to buy into that entire growth story to make the, the multiples work out.
And then think about that a million cars paying 20 bucks a month for connectivity. And then maybe there's going to be a 30 or $40 package where you could have the remote viewing of your camera. So it becomes like a security camera thing, like a remote dash cam. They could just keep charging upselling people. And maybe that becomes they have a million people someday subscribed to a 20 or $30 a month service.
Tesla is shitting gold all over the place while also managing to build out its supercharger network and drive to go back to my point from earlier, it's automotive course margin from 24.1% a year ago to 30.6% this year. That's 6% or 25% of its prior total. It's an enormous improvement in revenue quality.
the silent, like the secret deadly weapon of the Tesla in the Tesla universe is this supercharger stations up 36% year over year. Supercharger connectors up 35% year over year. Uh, the number went from in Q4, 2020, Q3, 2021, 29,281 supercharger connectors, 3,254 stations up to 34,76 on stations and 31,498 connectors. That right there is why you, why Tesla cannot be beat right now, even if the cars are better.
I remember visiting the factory when they were first building some of them and there was this tension of like, what in the car would be built by Tesla and then what would be sourced. And I've had many conversations, Elon, about this. He likes to build the stuff himself. He's a bit of a builder, if you haven't noticed. And so you look at their monitors, you look at their HVAC unit as just one, they have built their own essential HVAC.
Model SX production was down 19% year over year. I think that is because they're so busy building the other cars. Because everybody I know who's put down deposits for their S and X plaid, you know, this, like, with the yoke, is telling me they have, like, six months to a year wait time.
2021 full year revenue, $53 billion, up 71% year over here. That's just bonkers. Q4 was a juggernaut. $17 billion, up 65% year over year.
I think it's manufacturing and sourcing a lot. Um, and I think Tesla has shown that with scale, they will improve. I mean, that's the concept of operating leverage that VCs like y'all love to see in businesses that their profitability increases as their revenue scales.
I thought when they moved to the cheaper cars, they were going to have, ah, so, um, you buy a Model S, you pay a lot of money for it. You buy a Model X, you're paying a lot, a lot of money for it. Generally speaking, more expensive items have higher gross margins. They're kind of higher quality revenue. And so I thought when Tesla moved to more Model 3s, their revenue quality would go down as their volume went up. Um, but if you actually take a look at the numbers, if I recall, uh, when I read t
You know, you can only lose one times your money. And, and so I, my partners and I made a bet on Fisker, instead of on Tesla. Tesla was a struggling venture at the time we made the wrong choice. It wasn't clear where the funding was going to come from. Deposits from prospective buyers were being used to fund development costs. The government came through with a Solyndra style loan for Tesla, which Tesla repaid early. And that single investment, the decision to back Tesla or not, the decision to
And honest truth is, most people are buying Teslas because they're better vehicles, not for the climate benefits, which come from them.
And I guarantee you, Mary Barra, who we interviewed for the book of General Motors, the CEO of Ford, they're paying close attention to what the market is saying about it.
Well, Elon made a huge contribution. To be sure, he's now built a company that's more valuable than the next 10 automobile companies in the world. And so, not only did he make one of the most valuable companies in the world, and not only did he popularize the whole notion of electric vehicles, but he put the rest of the industry on notice.
I mean, that's the one that just in consumer reports beat out the Tesla Model three as a top.
And then there are some things that Tesla's really spoiled me about. Like, why do I still have to turn this car on with a button? That's so stupid.
the idea that you could recapture that time, uh, if you just think about the second order effects, that's gonna have on society. Now, all of a sudden, the idea of like, you know, being hybrid, you're an apple worker living in Tahoe, you're an apple worker living in St. Louis Obispo. Okay, yeah, I gotta go up there. It's a two hour drive. Well, it's a two hour drive. But I'm gonna go for two days, I'll stay overnight. And I'll come back two days later, I'll do my meetings. It was a two hour drive
now you have the choice fly to LA or it's 50 bucks to take a Tesla and you have your own cabin for eight for 400 bucks. So the flight cost of one ticket, you get your own cabin with eight, plenty of room for your bags, kids, and it has TVs and video games. I mean, it would be delightful. And it picks you up at your house,
Well, now, if you've got a robot that walks like a human, let's just say five miles per hour, 12 minute mile. So if you have something walking at a, a three miles per hour, it doesn't have to make decisions at the same speed and velocity of the car. It's going to be easier. And all the robot technology is out there already. He doesn't have to make arms. He doesn't have to make pans. He doesn't need to make cameras. He needs to make software. So self-driving a car and going and picking up boxes i
I was surprised that people did not realize the magnitude of the optimist robot program. The importance of optimists will become apparent in the coming years. Those who aren't insightful or looking to listen carefully will understand that optimists ultimately will be worth more than the car business, worth more than FSD. That's my firm belief.
So congratulations to Tesla. And as I said to the shorts years ago, don't bet against the guy who could land two rockets at the same time.
I mean, look, I think we're going to get there because eventually it will become widespread enough that it becomes a comfort thing. You have to be a responsible messenger. And that I think consistently is people's criticism of Elon, which is like promise, promise, promise, crash, right? Push, pushing the envelope like you sometimes get punished for that. And we need both technologists and regulators to be honest, right? It's sort of like the pandemic, like, people are going to die in autonomous
Like the person who was watching, tragically decided, in the first version of it, he'd watch Harry Potter. Like, is this Tesla's fault? I don't think so.
the robo taxi and their robotics, just basically robot project Optimus, I think are the things that are most intriguing about what's going on at Tesla.
We're also working on a new vehicle that I alluded to at the Giga Texas opening, which is a dedicated robo taxi that's highly optimized for autonomy, meaning it would not have steering wheel or pedals. And there are a number of other innovations around it that I think are quite exciting, but it's fundamentally optimized for trying to achieve the the lowest fully considered cost per mile or cost per kilometer, accounting everything I think can be a very powerful product. We aspire to reach volume
you start to really look at legitimate competition to the existing car makers, right? This no longer terms of scale is a niche in terms of scale. When you're talking about, you know, 2 million cars a year, I think what was in 2021 Ford sold 1.7 million motor vehicles to dealers and distributors. So just as a sense of I mean, $310,000 is already starting to be a relatively meaningful percent cars is a meaningful percentage of that. And it just keeps going up.
over a multi year horizon, we expect to achieve 50% average annual growth and vehicle delivery. So 310,000 vehicles in this quarter means if they hit 68% again, or just 50, you would add 150 to 200,000 more cars, put some half million cars a quarter 2 million a year. And I think he's stated a couple times he wants to get to 10 million cars a year. And so and then you're talking this is a maker level. This is compounding, you know, it's kind of like when Amazon hit scale, it starts compounding at
the fact that they have a full supply chain materials in one side has always been the vision for Elon and then cars coming out the other side. He stated that over and over and over again in a supply chain constrained situation where other people are waiting for parts. If you're not waiting for parts, you're going to ship more cars. And if you happen to have the best cars in the market while gas is surging now, obviously gas might not have been surging for these results. But I would think on a fo
Total revenue for Tesla, 18.7 billion dollars. That is up 81% year over year. 81 and up 6% quarter over quarter net income. That is profit was 3.3 billion dollars. So we can put aside any when is Tesla going to make money questions. That was up seven and a half times, seven and a half times year over year and 43% quarter over quarter. And they delivered 310,000 cars up 68% year over year and up 1%. I mean, if you have tried to buy a car anywhere of any sort and not been able to find one, it is u
This isn't will not be happening by phoning it in
Tesla has and will create and actually manufacture the most exciting and meaningful products of any company on earth
anyone who wishes to do remote work must be in the office for a minimum (and I mean *minimum*) of 40 hours per week or depart Tesla
the latest uh you know breaking news today about tesla pausing hirings and uh
let's remember that tesla one of the most successful companies of our generation in the world at the moment one of the biggest market caps has not spent any money on marketing or communications right elon musk has been able to work twitter and this public persona to build one of the greatest companies that we currently have
Tesla has proven that Apple has proven, right? Like we've seen, but beyond meat, impossible burgers, all of those have proven that, but you have to have the thing like to ask any individual to go to the store and buy everything in bulk and put it in glass jars themselves and bring them and do that. It's just not credible, but to offer them that as a service. Hell yeah.
You know, like Tesla sell themselves. They don't have to do any marketing. You get into Tesla. You're like, I want one, you know, it's that simple.
you're not seeing your uber eats driver or your doordash driver or your lyft or uber ride picking you up in a used tesla yet yet or a usdv yet but that will happen because
Greatest example ever would be the Tesla Roadster and the Tesla Model Y huge deposits, you had to put down your full amount.
tesla has no super shares you could literally buy the shares and vote out elon or anybody
i got to see um tesla ai day and um this was really really amazing ... i have the full self-driving beta on my tesla i was using it this weekend and it is really scary how good it's getting like it is really getting smart ... the tesla ai team is like really next level
I think this is, you know, when you have a culture of no ads, and we build stuff, people want so much, they're willing to pay. It's very hard for the management team to communicate that to their internal team. The internal team is a bunch of rich people, coastal elites, dare I say, who are like, well, why would anybody not pay $10 a month to save one hour a month of commercials?
completely earth shaking to do what you're suggesting first, but that would take a boldness.
Just get rid of the $10 a month plan, because that's just, that's overthinking it, but if you really, it's overthinking it. And if you really wanted to disrupt, come in over the top with Jake house plan and offer the free ad supported version. And then all of a sudden, right? Like you blow everybody out of the water.
It's like, it's like saying they've made like a hodgepodge of tools. And really, yeah, that when you have spam in the system, when you have multi people with multiple accounts, it's just kind of hard to get through it. Like I find the data set that I'm going through, I'm sifting through. It's just so cluttered with bad content. It's like, um, yeah, it's like trying to find a diamond in like a bunch of garbage, like somebody threw like 10 dot Twitter is to me like somebody threw 10 diamonds into
just show me no matter whether I am online or not. Right? Like, it shouldn't be a chance, whether I see something when I pop on Twitter, it should be like, I always want my climate stuff.
Business for businesses. Yes. Absolutely.
I had talked about this previously. Like imagine if you could, with your followers, send a tweet, uh, or a DM to just your followers in Palm Springs. Let's say you were going to Palm Springs. You wanted to do a meetup and you could do a tweet. Hey, Palm Springs friends. Uh, I'm DMing you. It's Molly. You follow me. You know, I'm going to be in Palm Springs, uh, speaking at this conference. If you want to join us, boom, here's the link, right? Or let's say this week in startups wanted to do that.
So the great companies in the world, it seems, uh, Tesla, and, uh, you know, here, uh, and thanks to our friends at Y charts, uh, for providing us, uh, a free account.
and other things in this net profit, obviously, but they're talking about doing a stock buyback,
the idea that you would keep costs that flat in terms of factories and production and making cars and have your revenue line go up and to the right is actually bananas.
what is happening here is they've been able to control costs while increase revenue. And as that happens, uh, you become a money printing machine.
Revenue 21.5 billion. ... cost of revenue 16 billion or so. And then on top gross profit ... 5.4 billion in gross profit. ... operating profit 3.7 billion. ... net profit 3.3 billion.
When you look at the numbers, they're truly extraordinary.
Automotive revenue was up 55% year over year, considering the supply chain issues. That's strong.
Vehicle deliveries went up to 343,000. That's up 89,000.
Revenue up 56% year over a year is just insane on a big number.
at the time all the fomo all the froth all the bubble was about solar and tesla came out of that right
if you did invest at the time of that wired story in 2012 in tesla yeah you would have had a 245x so they had about a 2.9 billion dollar market cap in october of 2012 and they got a 710 billion dollar market cap today
I think that one Tesla bot is going to be the one that could have the biggest impact. In other words, it starts working in the factory. People see it doing stuff and then people start ordering them and people start their own, like, why wouldn't Amazon then create a competing one? Cause they already have the floor robots. So a standing robot is the next thing. And then we might be seeing in the coming years, your delivery packages, you know, getting off a truck. It might be, you know, you have a
I'm going to go with Tesla's robot... I just think the fact that they are going to have these rope general interest Tesla robots at the factories doing real work that, uh, what they've learned from self-driving is very analogous to walking around, you know, avoiding obstacles, all that stuff you're putting in self-driving cars. It's the same and easier for, you know,
We started the company in 2003. And now the major OEMs are doing EVs. And how many years, you know, 20 years later, so things take time, and I'm okay with technology taking time if I think it's truly impactful and breakthrough.
if you look at a Tesla, it's kind of like a next gen mobile phone on wheels.
the trying to raise money for a car company when one had not gone public since Ford in, I think, 1954, it was impossible.
being the first to do over the air updates. I mean, most car companies still don't do that. In fact, I'm trying to think of any that are still that are doing over the air updates. I mean, we invented that way back when the breakthroughs of coming up with a new architecture and a great product and a stellar team, you know, was amazing.
I really every day thought this is going to be the greatest product of all time, not just car of all time, but greatest product.
at that point we had taken in an investment from Daimler and Toyota who wanted board seats.
I love driving this car. This is so much fun.
Well, and Elon at Tesla is building his own, um, you know, platform as well.
An example of this is Tesla's, which is to accelerate the world's transition to sustainable energy.
i wish um the tesla optimus like hardware platform exists today because that can allow us to put our ai our foundation model on it to solve a lot more problems right
here's how it would work with the New York Times and chat GPT or Grok and Disney, whoever you authenticate with your Disney plus at chat GPT or vice versa. And then it unlocks these features. So if you're at the chat GPT website, you're at the Grok website or the Claude website, it says connect your New York Times account, connect your Disney plus, connect your Netflix. When you do that, all of a sudden those characters light up
And you've been very cynical about this category, let's be honest. Sure. You felt it wasn't good at jokes. It wasn't good at that. So this is an honest assessment from you that it's crossing this chasm into... Absolutely. Contributing creatively.
The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media, copyright holder, I would not think it's a plus. But it's very easy to work around. There are guardrails to prevent you. ... But you can, like in this case, I didn't say a character name. I said a Jedi Knight talks his way out of a parking ticket.
Yes, it is doing more in terms of figuring out... It's getting better at storytelling. It's figuring out narrative. And it's not just characters standing around saying, like, hello, how are you? I am good. How are you? I'm good. You know, like the original AI, it was very basic. And this is... It's gotten to that next level of cleverness, wit, thoughtfulness about the scenario.
It's Elvis. It may not look exactly like him, but it's not creepy. It's not in that uncanny valley. They've made it to the other side of the valley, which a lot of people, myself included, didn't necessarily think they were going to.
It has reached the absolute top of the iOS app store here in the United States, besting even ChatGPT, besting even Google Gemini, which means that OpenAI has yet another hit on its hand.
I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go to a trillion based on people being enthusiastic or irrationally exuberant. If you remember those two words from another era, irrational exuberance. We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or Sam. It's just the demand is too high for these shares. If I was an employee, I would sell every share I have. I l
Employees in the company didn't put up as many shares as they could have in this tender offer, which people are taking to indicate that they're big believers in the company.
it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minute ago, and the tender offer was worth about $6.6 billion in total.
Maybe Midjourney should have done Vibes. Maybe they should have hired 10 more developers to do Sora, right? And make an app and a social network. So they're probably not taking advantage of the moment enough and not putting that work, putting that to work.
Well, ironic because Reddit does have a deal with Google that pays them for access to their information. And as we talked about it, I think at the end of last year, Reddit put together its own search product that you and I were pretty bullish on, but then doesn't seem to be discussed or mentioned. I never see people using it. So I wonder if their own kind of in-house search portal is a bit of a flop, which surprises me, frankly, given that I thought that was going to be successful.
So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. It was around 240 earlier in the week and now it is down to $208 per share. So yes, a lot of downward pressure there, perhaps from the Google SEO situation.
So getting continued growth and having more users sign up for free and then funneling the free users into the paid product. And then, of course, I'm sure these browsers will have advertising built into them. The other thing that's interesting is these browsers are a backdoor for training data.
So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hundreds of millions of dollars, if they lose an extra $1 or $2 million a month at this point in time.
I think they probably did this right. They knew it was, when you use the Comet browser or any of these AI browsers, I think your utilization of AI goes way up. It's just front and center in the browser. So you're probably costing them more money and they probably were concerned.
We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or Sam.
yeah I mean that 10 hour shift is probably predicated on a human monitoring it
I think figure will be one of the top three I think Optimus will be number one figure will be in the top three four five
the investment in something like figure or something like open AI and then you put it into the mag 7 I don't think you'll see much difference in 10 years
it seems like there's a lot of like anti YC vibes on X right now it seems like a younger generation who finds them to be very establishment and I think it's because they are very established right they've been around now for 20 years so it is the establishment and there's so many people applying which means more and more people don't get accepted and their best advice to you is oh we'll wait six months and apply again it's terrible
The reason I won't accept it before even hearing their next idea is three developers with an exit where I assume they're three developers. They look like developers or kind of acting like developers or dressed like developers and it's always at Y Combinator they want three people. They want two to be developers. They don't like idea people. They don't like pitchy people. But they're also Indian and depending on what time period YC wasn't investing in India all that often and then they started do
They think that the biggest risk to this working is launch costs. So essentially, this company is a bet that SpaceX's Starship is going to not only get sorted out, but do lots and lots of trips up and down... there's two markets for this type of work. One is you're dead on getting data to and from the earth, processing in space and sending back down the results. But he also mentioned the CEO of StarCloud that there's a market in orbit for compute, which you can do via lasers between different sa
It's going to get a little crowded up there, I think. And of course, you got to get the data back down to Earth. So that'll be a mitigating factor, of course. But as these satellites, low Earth orbit satellites get faster, sure, it's completely possible. I don't think you want to do this too quickly because it's expensive to put them up there. But as the cost to get into space goes down and maybe the size and the weight of these H-100s comes down, you also have the temperature. And I don't think
It's an exciting vision. I hope we live to see it.
I cannot tell you how bullish I am about this.
It could also be something to do with HVAC. He's been building the HVAC systems in the cars to be super efficient. And HVAC systems like air conditioning and heat, these things have not advanced as much as they should. And he was talking about possibly building in one of the calls an HVAC system for like homes or for mobile homes, et cetera.
Well, they made their own. And yes, one of the features, the biodefense feature means it pushes air through very thick filters that can take out all those particles. It's quite nice actually.
So I think this could be the downward drift fan for the new Roadster 2.0.
he's frequently late, as I always tell people, frequently late, but never wrong. He always gets it done in the end and, you know, typically does it in such extraordinary fashion that your mind is blown.
The Roadster 2 is, I believe, coming this year or in another seven. This is like the vanity project of all vanity projects.
Yes. As we record this, Jason, OpenAI is having its dev day. Thank you for everyone who tuned in to us live in contravention of sticking around with Sam. But they did announce as part of that live stream that ChatGPT now has 800 million weekly active users, Jason.
That's my understanding of this. We do have an SEC filing in the case of the AMD offering. Which is where we got the one cent per share point. And as far as we can tell, that's exactly correct, Jason.
So OpenAI is buying a lot of compute from AMD. Great. The money they're using to buy that is not AMD's money. AMD is just a supplier to them. AMD's not investing in OpenAI. Based on, yes. Unlike NVIDIA, which did invest in OpenAI, correct?
And so this is very non-traditional, to say the least.
And this deal comes on the heels of just two weeks ago or last week, Jensen putting $100 billion into OpenAI.
I saw OpenAI and AMD are doing a deal.
I think the city distance to critical disengagement is the most important thing because it's going up quite dramatically, Jason. If you look back at version 10 here, it was 29 miles, and now it's over 200. That's a 10x improvement over four generations of the FSD software.
They need to put out the Model 2. I think this is a great step. I think the world wants a two-door hatchback, and then maybe a minivan from Tesla, but firing up new lines of cars is hard, and I think they, although they may do that, I don't have any inside information, obviously, but if they can do that, that would be amazing if they could have either of those cars, and then you would be, you know, competing with the Prius, like the two-door Prius or whatever, and, you know, get it down to 25K o
Tesla's worth 1.43 trillion last time we checked in, and the company didn't really lose any steam over this set of announcements, Jason, so it seems that the market's happy with what they put out.
These are much more affordable. The only difference is some of the trim and some of the components. If you look at the trim, the light on my new Juniper Model Y, which I think I'm leasing, but it's like $55K, maybe $60K all in. So, this is $40K, and it would be $48K with self-driving, so I think it's $12K less than mine. You have the light goes across, and you have a glass roof, not a steel roof like this one has, doesn't have the glass roof, which some people might prefer actually, because some
this is the stripped-down version, which to me looks just like other Model 3s, so I think they found a pretty good way to hide the cost savings. But you can get a Model 3 standard for now just under $40K, and you can get the Model Y standard for just under $40K, and the Model 3 standard for $37K, Jason, which seems, even without discounts, pretty damn affordable.
shout out to Tesla for having a great hype video, but what they announced were more affordable EVs, Jason.
We're looking to expand in early 2026. So we haven't yet announced what our next market will be, but we hope to bring base to every household in America and beyond. And we want to be a global energy technology market leader.
The average single-family home in Texas with one battery is going to get about 24 hours of backup with kind of moderate usage, and then, of course, 24 hours, sorry, 48 hours of backup with two batteries.
Yeah, I think it could be the opposite actually where these hyperscalers are actually subsidizing the power costs for the consumer in this kind of mechanism that I've described. So, you know, we hope to flip that script.
The next question is about the data center build-out. So we are working on a product that we call Speed to Power, which is a solution for data center developers to get grid connected faster. ... So what we can do is we can say, hey, meta, we can go deploy, such that the batteries are electrically equivalent to having a big battery on the site of the data center. ... So what I'd rather do is have a third party come in and say, hey, you can actually just buy our battery capacity from us. We'll dis
So there's, you know, on the order of 10 million single-family homes in Texas, 10% of 10 million is a million homes, right? With our next generation product is a 40-kilowatt-hour battery and 20-kilowatt inverter. So, you know, a million homes with 20 kilowatts in each home is two gigawatts, right? So, you know, adding 20 gigawatts to the grid is, you know, massive amount of scale. Sorry, 20 gigawatts, excuse me. So, you know, that's a lot of capacity that we add to the grid with, you know, just
you can think about it as the Ferrari of batteries, right? And ours is really the, you know, the Camry, Corolla, you know, workhorse product, right? It's not an iPhone, right? It's not a premium, shiny product that, you know, should be $20,000, right? Our product is an infrastructure asset. It's an efficiency box. It's a savings machine, right? And we sell it as such. We position it as such. So, you know, I think if you look at the last decade of home energy companies, they have really taken thi
Our next generation hardware that is, might I remind you, fully custom-designed and manufactured by BASE, is much faster to install. And this is a really important piece. When you have a vertically integrated business and the time and the cost of the installation hits your bottom line, you care a lot about the mechanism by which that battery is installed. And so we've designed our battery to be installed in a very different way than home batteries have really ever been installed. And I'll just l
Our installs happen in a number of hours, so on the order of four to six hours with our current generation of hardware.
I believe in the all of the above energy strategy. The reality is we have, we are in the midst of a generational increase in electricity demand. And what we need is more supply. And there are some types of supply that are better than others. And we can debate that. But what does better actually mean? In my opinion, better means cheaper. The best electron is the cheapest electron, right? It is a commodity. The best version of the commodity is the one that is available and affordable. And so my vi
So LFP really do have safety, right? So when you see, you know, safety risk with batteries, most of that is oriented around NMC batteries because you have higher C rates and higher risk of thermal runaway. And effectively what that means is you can charge and discharge the battery much faster, which really matters in a car, right? Because you got to get, you know, zero to 60 in three seconds. Doesn't matter so much in a home battery.
They're not actually. There's lots of the companies that make the IP for the cells are Chinese companies, but they have factories all over the world. So you see a lot of these factories popping up in, some of them in Europe, some of them in Southeast Asia, some of them are getting built in the US largely through joint ventures. Many of them with the auto OEMs. But while most of the IP for lithium iron phosphate, not to get too technical, but there's kind of two dominant lithium-based chemistries
So we do everything above the cell. So we take the cells and we design modules and the modules are part of a pack. And then we build the power electronics that basically make up the inverter that allow us to move power in and out of the battery. And so we design all of those components that are above the cell. What I'll say is today we don't make cells. I think, you know, over the long arc of time, we may go into the cell business as we further vertically integrate. And if we do that, the reason
A lot of the capital will go into battery CapEx. So, you know, the things that go through the factory, some amount of it will go into the machines. The building is already standing. A new building from scratch. We'll soon be able to talk more about Base Factory 2, which will be a bit more CapEx. But the majority of the capital is going to be going into these assets. And then growing our team, right? We've got 250 people, some of the best engineers, operators, and creatives from all across the co
So by vertically integrating our manufacturing here in Austin, we'll be able to take a ton of costs out of the system and drive our landed costs down, tighten those paybacks as we discussed, increase our returns, and drive costs down for consumers. And really, this is what it's all about, right? It's like, why are we building a factory? Like, yes, it's cool to have a factory and it's fun to walk around and, you know, touch the machines. But the reality is, like, we're doing this because we want
Yeah, the idea is that as we develop new generations of the technology, our cost to deploy the marginal asset goes down, the paybacks shorten, and our returns go up, and then we pass those returns on to the customer in the form of lower prices. So our view is that electricity is a commodity. The best electron is the cheapest electron. So our vision as a business is to develop a compounding cost advantage through vertical integration, drive cost down for the consumer,
the paybacks are fast. It's a number of years, handful of years.
this new round of capital really uncontrains us from a capital perspective and is going to enable our next phase of growth.
our product has really resonated with customers. So we've been growing really fast. We've got more demand than we can handle
The company's in the news today, Jason, because it just raised a billion dollars.
i just want to give credit to him because it was incredibly cheeky at the time to embed a commercial message involuntarily to everything sent by your customers
it was the idea to do that was tim draper's idea 100 and i not me and
think about how much traffic they could spill over to duck duck go brave or perplexity or anybody in that kind of zone of excellence it would be extraordinary for those companies
just take out perplexity is a great user interface they really know how to build slick interfaces
before 2030 you're going to see amazon which has massively invested in this replace all factory workers and all drivers the idea that when you order something from amazon a human will touch it at any point in that supply chain is insane it will be 100 you know robotic which means all of those workers are going away every amazon worker all those jobs you ups gone fedex gone all of those are going to be gone and those companies will be more profitable and when you order something it's going to com
the company's investments in automation at the warehouse level in particular are going to help it hire 160,000 fewer people through 2027... saves about 30 cents per package... ultimate goal is to get to about three quarters automation... great news for Amazon shareholders
fiscal 25 and even more so essentially they're automating things jason static team size cost savings and uh it's helping the company look more profitable so kind of an ai story and a fintech story
i was asking because there's a great note in there s1 jason you'll love this uh they were talking about how they're using their ai powered virtual agent chatbot and they say that our ability to control customer support costs over time even as volume has gone up has contributed to an increase in gross margin from 60 percent in fiscal 24 to 68 and
I mean, that's why I started off by saying, this is Sequoia. This is not, you know. In Dresden. Yeah.
So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average return.
And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The first question, who's participating from the Series A and the Series B? Is Sequoia participating? Are Benchmark participating? How much is available in the C? Is that a negative signal? If they don't, if they have a growth fund.
The only challenge here is, when you're a Sequoia CEO, you have to then figure out, okay, which fund am I going to be in? Is the growth fund going to do this? Right. And it can be a little conflicted.
In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K to $3 million checks. They can put 40 of those investments maybe into the $200 million fund for about $5 million on average.
And what's notable here is their discipline. Their Series A fund is 750 million. ... And the fact that they've separated those in the seed fund, they don't join the board.
But WeRide and Uber have launched their robo-taxi in Riyadh.
They'll be with Grab in Malaysia and Singapore. They'll be with DD in China. They'll be with everybody.
Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.
Go check out Tonebase. It's a really great company, but I saw in their update, BFCM. So that's the time to really get a lot of sales in. So they prepare for this great rush, which is a great thing for startups to do.
a startup like this needs to keep their burn low and have the right investors so you need to have like a Steve Jurvetson and I think his fund is future fund now and I think he told LPs be prepared for a 20-year whole period as opposed to the classic 10 to 15 years. Wow. So you just need to match the investor to the window and that would be what Zephyr used to do here.
I think the fact that CNN is not part of this deal and is going to get spun off and could still be acquired by a more Trump-friendly voice means there really isn't as big a win in putting a stop to this. Like, I feel like there's no clear win for the Trump FCC in putting a stop to this.
How can you say that Netflix is going to be anti-competitive here when they still have Disney Plus on the side and they're up against YouTube and they're up against Peacock.
Them having a 24-hour news channel globally on Netflix would have been a game changer.
CNN. Not part of the Netflix deal, not going to Netflix. I think clearly that would have faced regulatory hurdles that Netflix would not have overcome.
So if Netflix is going to strangle, Disney Plus is going to enable.
And then this would make Disney Plus catch up and then exceed Netflix.
If they strangle the theaters, then they increase the habit of people watching at home on 83-inch, $400 televisions.
Netflix has always said they don't see any one particular entertainment company as their rival. They see time, people spending time on other things is what hurts Netflix. And so this would be a chance to snipe one of the biggest leisure time activities cleanly.
The very dark, cynical take on this would be, that is why Netflix wants Warner Brothers so bad. Because it can slowly strangle the remaining life out of their major competitor for your entertainment dollar.
The deal, as of now, $72 billion, so $82.7 billion in total enterprise value. That's for the film and TV assets.
WB shareholders are going to get $23.25 in cash and $4.50 in shares of Netflix stock for each of their WB shares.
So this works out to about 17%.
Should this deal get past the next level of regulatory scrutiny, which is going to be, I suspect, very intense. ... Netflix might be a very different story.
Netflix plus HBO Max is going to be a dominant player in a lot of international markets. Netflix already has been really tough for a lot of international marketplaces. Like, they're already dominating. Combine that with the power of HBO Max, and I feel like Europe is going to be a really hard nut to crack for this deal. They're already pretty anti-Netflix in terms of theatrical windows. So that's like the real next thing we have to look out for.
Netflix has won the bidding war to obtain Warner Brothers.
robotics was one that I think a lot of people said, that doesn't make any sense for me. $39 billion. They don't have a customer. And they said, oh, we have BMW. BMW said, oh, well, we're testing it. Then they became a customer. And you had that really good debate in the Wall Street Journal publicly and the founder coming out and showing the product to support the valuation. But that would be one where I would say, hey, maybe that valuation is supported by, you know, the revenue eventually, but i
I'm actually very happy for him and his team to be taking orders as opposed to, yeah, what the last 10 years of suffering might be like.
it might be for him after 10 years of pushing a boulder up a hill, it might be really nice to start pushing him down the hill and just releasing the spring water down the hill.
I suspect he's going to crush it with this business.
I'm guessing they couldn't get more funding for the supersonic jet and they could easily get funding for this.
I believe a lot of boom success is based on United pre-ordering some of these and paying for them.
one, he's a tremendous founder with a huge vision that's incredibly costly. That last part is the issue. We've got a lot of great founders. Not enough, but we've got a lot of great ones. And he's got a big vision. We need to see more big vision. But his vision was so big that funding it, I think, has turned out to be very challenging. And hardware takes longer than you think.
This is the seminal blog post on the subject from his above the crowd. And he's got a new book coming out. That's spectacular. But how to miss by a mile and alternative look at Uber's potential market size. This is in 2014, this, uh, NYU Business School Professor Aswath, who's, I think, goes on CNBC a whole bunch, kind of respected, but he did his whole Uber is not worth 17 billion. And we kind of all laughed at this because he estimated the value of Uber at 5.9 billion. Now we, all the smart pe
And I think for your education one, it might be people who are being displaced by AI, realizing they need to provide more value to their, for their employment opportunities. So therefore they take professional development
It absolutely is. Right. And luckily, I think we operate in an environment where it's sort of well understood that we may not be the best people to estimate the temp or total addressable market. Again, when Uber first came around, I think many asked, Hey, what is the addressable market for black cars? And when Airbnb came around, what is the market for house swapping? There's no equivalent. I'll give you an even more useful example where Eleven Labs initial product was dubbing. So the natural qu
the company announced a couple months ago that it's now over a $4 billion run rate growing at more than 50% year over year. And critically, David said that it has now a greater than $1 billion run rate just for its AI products.
the fact that that company has been able to compound its revenue at scale at the rate it has, and, and looking at how that's then driven the valuation of that firm is, is just incredible.
the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, you know, again, Databricks is a really good example.
when I use the product, it was smooth, it was quick, and it was deep in terms of what I learned. So, you know, that, that sort of came together as a theory of, of us being very excited about backing Oboe.
he built a product called Anchor that powers a lot of the podcasts as part of Spotify. And I think he was extremely sincere and genuine in his large vision of helping a billion people learn trillion things. And that size of an ambition, a team focused on product who can build incredible stuff at speed was, was some of the key things.
Oboe, we had a long thesis. Like two years ago, we actually thought about AI is coming out as changing a lot of ways that we interact with technology. Learnings and education was one of the key areas that we're excited about. Partially because, you know, relative to other earnings power, the cost of healthcare, education kept going up. Like something, something's got to give. And maybe one way, one way that AI really helps is help everyday people learn things a lot better. Second thing is like i
Well, I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind up being 10 points, they'll be 10 times bigger. So let's say Tesla wins and is 50% of the market and Waymo and Uber and Noro, they all get 10, 20%, 5%, who knows what percent of the market, Zooks, et cetera.
I got to stop by Tesla on Sunday. Elon invited me to come by and I got to see Optimus 3. Can't talk about that. But I was in the lab with the Optimus engineers looking at 2.5 and 2. And I saw the cyber cabs there. What they're planning is otherworldly.
what's going to be nice, I think, about the Tesla one is even if you're not part of the network, they might give that to give it to you for free and then you're expanding the network. And Molly made a good contribution there where she said like, well, they could also license it to other cars. So if this patent works, you know, what's to stop Tesla from telling Waymo, hey, yeah, you can put our stuff in your Waymos and it costs this amount. Plus you have to just allow other people onto the networ
I don't have any inside information on this. It's just a prediction. But imagine if every Cybertruck eventually or every one of the Tesla semi trucks had this built in. There's no reason they can't license it eventually. Or license it. Just like satellite radio was in every car.
Yeah, for sure. Elon obviously has built the end to end system. Waymos are map based and heuristics based as opposed to the EMA system, end to M models. And so they'll be just a little bit, the Waymos are more accurate in the short term, more brittle when presented with new situations.
Tesla you have power walls solar cars self driving and optimus that's like four different ways to win if you put energy together
This is going to ramp up quite nicely. These companies will have no problem making hundreds of thousands of these and eventually millions. So if people want them, they'll get these down to, that looks like $5,000 to $10,000 eventually. Optimus and the Hyundai one, I would put at $20,000.
Tesla J curve is unbelievable. The amount of money invested in that was wild. Why? They had to build factories. They had to do all this stuff. ... How many billions were they in the hole at the peak, Tesla? 10 billion. Negative. And then you go up and they start making money and all of a sudden turn to profit in year 11 and they've, you know, five years since then.
if Tesla had one cruise level incident, it would be a winter for 12 to 18 months.
I do think they should be matching their comms to, to those internal desires because clearly they don't actually intend to, or they're hitting some type of roadblock. They don't intend to go as fast as what their public statements, uh, have laid out.
I bought a brand new Tesla and was, uh, astounded by how good the FSD quality was even at that point. And kind of had the epiphany that if this technology continues at the rate that it's, uh, improving, then this is clearly a general purpose technology that's going to change the world. And if that's true, then what we need to see is pretty significant and steady progress, similar to the world of LLMs, uh, in order for, for, for, for this epiphany to become true. And so we've bet, you know, a pre
Even Tesla had been profitable. Model 3 nearly kills the company.
if you look at tesla's valuation now it's not a car company anymore it's going to be remembered as optimus the company will only be remembered they will nobody's going to remember robo taxi or cars i predict they're going to remember optimus because that thing's going to sell a billion units and they're going to charge by the hour for that product it's got unlimited upside and if he figures that piece out or data centers in space
famously tesla charges a hundred dollars a month for these features
there is a gap in performance from the systems that say tesla ourselves have today to get to general purpose driverless
you can see the amazing tesla announcing a one and a half billion of revenue a year with this like clearly there's product market fit with with that kind of product
yes there's there's three ways to bring autonomy to market right you can build your own cars that's what tesla's doing but then you're limited to just your own brand
at that time and it was really he did it in the middle of the tesla q shorting movement and now he can buy not just lanai but he could probably get kawai to go with it he could buy another island
his company tesla had something like a 8 or 10x gain so over a 500 billion dollar company of course the products are awesome it joined the s p 500
my introduction to shorting uh in that example was when i first bought tesla um that you know my broker said you know chamath if you lend your shares out you can make 24 i remember this conversation 24 a year interest right and i thought oh my
he funded these businesses that were deep tech businesses tesla and spacex for many many years he was able to get investors excited he funded them himself
Elon Musk is so brilliant because when he started these cars, the Tesla, he got people like me who believed in his vision and who wanted to see the world change to give him a full deposit.
he had three weeks left of cash in Tesla.
with the Model S, steel comes in the factory on one side. And he uses all these presses and he cuts the frame and everything himself.
The motor windings he built.
the drive train is from Mercedes, right? Mercedes put a little bit of money in.
He took batteries from Panasonic.
He bought a Toyota joint venture factory, 5 billion square foot factory.
of these, you know, features in the product, the iPad in the product. Controlling the supply chain.
Tesla is the first new automobile company since Jeep.
I mean, the magnitude of what those two companies are able to accomplish, given what they're up against.
And, of course, Tesla is just absolutely crushing it.
But what you're seeing, Tesla's leaning in charge with this. You've got the combination of renewables and storage is going to do some pretty awesome things to disrupt that industry.
I don't consider Tesla a competitor at all. We charge Teslas all day long.
So if you look at the Chevy Bolt, that can take on, that can go up to about 80 kilowatts, so about two-thirds of what your Tesla can do.
So right now I have the Tesla, I go to the supercharger network, I get about 150, 200 miles per hour.
I don't have any inside information as a shareholder, obviously. But I do think what happened was, I think they want to have, my reading of it, again, I don't have any information, is it feels like a parity issue. If Teslas are doing the same thing, then it should be fair for everybody. And I think they don't want to classify them as self-driving because they're not self-driving. They're a human driving self-driving, if that makes any sense. And we're splitting hairs here.
And I think that Elon is disrupting the industry and saying, we're going to do this. We don't care what legislation or what states say.
So take self-driving cars. It's like, it may be awesome that Tesla has all this data, but it doesn't have the LIDAR data around it. So there's the data network effects and self-driving cars. And the, the more data you have, the safer it is, the safer it is, the more distribution there is, hence the more data, but are you getting the right kind of data?
depends on the scale but I think next year probably is a bit too aggressive
The problem, I think, with, like, the Mercedes and the Tesla, like, sort of breed of cars is, weird flex, but okay, is when you're going fast in them, you don't feel it.
The acceleration is terrifying on those.
at least now they have, you can cap the speed.
Oh, the torque on them is amazing.
The front suspension on that's going to need a tweak.
these things are way powerful when you put them on ludicrous mode.
in a decade, he went from $150,000 cars to $45,000, you know, took two-thirds of the price off.
Well, they started delivering some cars from it. And from what I understand, they got that done faster than anybody could have imagined. Building in China is amazing.
you have this tesla q group saying that you know there's all these teslas in remember all those drone videos of teslas in parking lots and they're like oh my god tesla has no sales and then you go to the mall and you see everybody parking teslas everywhere and you're like wait a second you you just need to go on twitter and say i got my tesla today and see all the people who are sharing their new tesla or go to the pickup line at school and see all the model x's i mean it's crazy so when you see
elon's um fremont i think was a former toyota plant
cyber truck reportedly has a million reservations
that's why elon did the cyber truck he knows if you're going to have a lineup of cars that is a great one to have
the sustainable energy alternatives that I think are overwhelmingly more competitive are, uh, solar energy, wind, uh, geothermal, uh, hydro, uh, some title and energy, but it's really primarily, uh, solar. And, and wind, um, that, and you can really say like, what, what, why bother creating, uh, fusion on earth when we have a gigantic fusion reactor in the sky that just works with zero maintenance.
both space X and Tesla have, um, you know, significant cash reserves. So like, you know, it's not worth staring death in the face. We can sort of see it over in the horizon, you know, so I don't want to get complacent or entitled.
you showed me the clay version of the Model S... the most beautiful car I'd ever seen. And I said, oh my God, it's stunning. Um, how much is it going to cost? He said, I think I can make it for 50,000. I remember it was yesterday. I said, if you make that car for 50,000, you'll change the fucking world.
both SpaceX and Tesla in 2008, if we'd simply paid our suppliers on time, we would have gone bankrupt immediately.
I, I, I put in all the money I had left and they said everything, literally everything. Um, uh, I didn't even have a house. Uh, so, uh, this is my ex-wife at the house. So I was like staying actually in Jeff skulls bedroom, spare bedroom.
the subset of the existing investors, um, which includes like, you're like Antonio Gracias and, uh, you know, Steve Jovetson and, and, and a, and a, and a few other key people, our Aaron price, uh, who, who I hold a debtor grab to, to the state.
I went, 2008 was one of the worst years where basically the, you know, GM and Ford almost went bankrupt and, um, you know, trying to raise money for a startup electric car company in 2008 while GM's going bankrupt was, uh, difficult to say the least. Um, you know, people were angry that I even asked them, uh, for money.
we started with, with really just nothing. And, uh, the, uh, you know, the, the T zero prototype from AC propulsion, not, not if that's the, the precursor to Tesla.
when we created Tesla. I when I, when I joined, there were no, no employees, there was no intellectual property. There was no prototype. There was no, nothing.
I got involved when Tesla was, was, was nothing but a piece of paper.
in the case of, of Tesla, uh, you know, it was like five people.
Tesla allows for real time insurance based on how you actually drive the car. You can actually if you drive the car in a safer way, you actually have lower insurance. So ours is is insurance is based on how you actually drive, not how, you know, historically people that, you know, fit your whatever demographic have drive.
we started a chip team from scratch, designed it. It was the best in the world and still is the best in the world several years later. Um, and we're also then developed, we were designing a, a dojo, a super computer to be able to process the, um, all the video. You know, that's coming in from billions of miles of data
that is the best real world AI team on earth. Um, and if anyone else has got a better one, I'd like to see it demonstrated in a car.
in the case of Tesla, for example, we, we do, we, we do our own sales and service. Uh, we don't have dealerships, um, then, uh, Tesla also has by far the biggest network of superchargers, sort of the electric equivalent of gas stations. So we built an entire global supercharger network, which is still the most advanced and by far the best, uh, way to charge your car when traveling long distance
look we at Tesla took over this Fremont factory was a former GM Toyota factory and you know we retooled it it was look it would have been we had to do it because we didn't have any money and it was free basically but if you if you took that approach and you got the you got really great entrepreneurs to focus on this problem through an industrial policy they need money to do it I think you'd get great innovation
the comp package that you gave Elon in 2018 versus the comp package that any other CEO in America got, it was completely black and white. It was opposite land. Yes. And you basically completely said you get nothing now. Let's set these extreme goals and then if you can hit it, you'll get compensated.
But what happened in Tesla in particular, when you calculate the overall cost and capital wasn't free because you didn't get any, it was actually much smarter to bring it back.
We found in cases like Tesla where we actually helped... Yes. We helped to insource the supply chain of Tesla. Why is Tesla floating-grade? Because I got news for you. You actually can make stuff in America and it's made very well. Shocking. Shocking.
Tesla was truly, I think, truly existential
we doubled down at the time in Tesla. We put more money in Tesla than we were in the financial crisis and then helped lead a convert round there that was really tough for us to do
we decided to focus on Tesla because, first, we really did believe in Elon, when most people didn't. And we saw in him something very special... What he is doing is really trying to bend the arc of humanity for all of us because he really cares. And that came through to us, and we wanted to be on that mission with him.
I mean, my fatigue level from one car versus the other, just stay in the lane. And then also people in the car prefer when I'm using FSD. I find because less motion, right? It's a, it's, it's a better ride.
for a company like Tesla, I think it completely makes sense to install those cameras
Tesla has the most miles collected on any kind of autonomous system. We have the second, and then Waymo actually has quite a bit less than, than any of, than any of us.
Tesla is also working on generative AI simulation, presumably to one day train in. Uh, I don't think they do that yet. I think we would have heard about that if they did.
They're recently very focused on end to end machine learning, just like we are. I think they've not quite rolled out. As end to end of a strategy as we have, I think they've got some more classical stuff in there, but to be fair, they also have capabilities that our system does not have.
I mean, so Tesla is definitely a lot more similar to us. And if I were to place a bet on anyone, it would be them.
It seems to me that open source has won so much of the problem space in computing that it's odd to me that all of the self-driving companies and projects are closed. Whether it's Tesla, cruise, Waymo, um, or any number of them.
compared to something like Tesla or OpenPilot, um, they're very, very far behind.
if you add up the value of all non-tesla ottoman automakers the dollar amount's not that big
the end of this decades the third or fourth inning when we actually will see the numbers become material to one of the players probably not google perhaps not uber definitely not tesla but they'll start to become material for maybe serve and pony ai we'll start to see those companies reach some level of revenue
the amount of scrutiny tesla is under is absolutely fantastic that kind of scrutiny from haters tesla q short sellers that's what makes the team get really focused on the edge cases so they're under a massive microscope
my prediction, and you can just pull this prediction forward and remind me every one, three and five years about this. In fact, put it on the twist calendar. OK, keep me honest. One, three and five years from now, SpaceX and Tesla will be the great performers in the portfolio of the NASDAQ 100.
Like, it's like... Well, look, I mean, if you define what Elon is, you know, doing there as, you know, acting as a judge arbitrating on every little content moderation decision, is that a great use of his time relative to what he could be building at Tesla and SpaceX and doing on behalf of humanity?
And can he fix it? I think so. Can he pull it all out? Sure. Is it just putting himself under an enormous amount of pressure that he could have avoided? Somewhat, yes.
We saw yesterday that he had to sell another $3.8 billion of Tesla stock. Why is that? It's because this transaction, which was very tight to get done, probably required lots of margin.
tesla has doubled in 30 you know 30 60 days a lot of the tech stocks like high beta stocks that we are all you know helping to build those companies have absolutely ripped 60 to 100 percent these are not healthy and normal moves
tesla was probably the poster child for this trade all the way down to like 108 dollars a share and it's effectively doubled in the last 30 days right
one of the most interesting things that could happen is somebody like Tesla decides to either open source their chip or actually starts to sell their platform because if FSD gets to a reasonable level of scale, that entire platform system is a learning and inference system for the physical world. And I think that has tremendous applications
now there's a new government investigation of elon they're investigating him for supposedly tesla was going to build him a glass house which he has basically said it's ridiculous it's not true ... if you're going to investigate tesla over this ... they wouldn't invite him to the ev summit because they're not a union shop ... biden introduced the ceo of gm giving her credit for launching the whole ev revolution
Um, and, um, you know, we've got the final piece of the puzzle, which is to have the control part of the car, uh, transition from about 300,000 lines of C++ code to, uh, also neural network. So, uh, you know, the whole system will be neural network. Um, photons into controls out.
in the case of Tesla, I think we've got a, sort of a good governance structure and that there's no super voting rights or anything like that.
I think just, in general, Tesla is, uh, one of the world's leading AI companies, uh, and in some respects, the leading AI company when it comes to real, real-world AI, understanding the real world and actually reacting to that with self-driving. Um, and so, and I think that will become part of the, the solution for AGI or general super intelligence.
I do think Tesla's underrated from an AI standpoint, in terms of real-world AI, Tesla has the best real-world AI. Same. So, uh, you know, hopefully between, uh, XAI and, uh, Tesla is kind of a third contender for visual super-
in the case of, of Tesla, uh, one of our, well, about four vehicle factories, uh, one is in, uh, China. Tesla has been very successful domestically in China.
And, uh, what they're doing is much more complex than Twitter. Yeah, you know, much better.
The entire self-driving AI software team is 200 people.
Yeah. I mean, it's, it's not the self-driving platform and it had maybe 10 times as many people working on it as the self-driving platform at Tesla, which seems crazy. Right.
And then the third is Tesla really consolidated its leadership in EVs and battery technology. And FSD.
I think the important thing to note is that Tesla put out a pretty important missive at the end of market close yesterday, which essentially said that expect a very different demand curve in Q1. And you have to understand that Tesla has done the best job of understanding supply demand and their pricing power and the pricing elasticity of their cars. And so the fact that they put this out to me says that we are now really in the belt tightening phase of this kind of like economic process.
I remember there was rumors about Sheryl Sandberg maybe getting offered the job or something like that. I remember he was going through production hell. He was sleeping on the factory floor. Yeah. And he was talking in interviews about how miserable his life was at that time. I mean, can confirm. Yeah, exactly. So, look, did he have leverage to basically say, you know what, let's just hire a CEO? Yeah, absolutely.
He never wanted to be CEO of Tesla. People forget that, too. He had tried three CEOs of Tesla, and he only took over Tesla. And I remember it was because he said, Jason, this thing's going to fail if I don't take it over. He tried three different CEOs in the beginning.
this had the largest short position, I believe, at that time of any company ever. People were betting with their dollars that this company was going to zero. There were a ton of people who the narrative was, they'll never deliver the Model 3.
The only part of it that I think is really relevant is where Sorkin says that the milestones are crazy, meaning that everyone thought it was a pipe dream that the company would ever hit these numbers.
you have to look at it ex-ante, not ex-post. Nobody thought Elon could hit all these numbers back at the time this package was negotiated.
if you can do your part to basically get off these grids use somebody like palmetto or somebody else and just get solar tesla and be done with it
i think that vision is five six seven years out from having low single digit percentages and you may have seen uber has incorporated waymo and the taxis in london into their system i think uber is ultimately going to be the place people go to call up one of 20 different self-driving i think a lot of people are going to get there at the same time wouldn't be surprised if elon gets there first but i think that's five or ten years out if i'm being totally honest you know in terms of getting to scal
i think today or let's just say by the end of this year an fsd12 could be operating in a constrained space just like waymo is now
i think those two businesses will be far bigger than anything else they're doing now on ride hailing
i'm using fsd12 i have been using autopilot i was one of the first users of autopilot you know from the beginning like literally and fsd12 is a significant improvement
i give number one to optimus by far and away because i think the build of materials on optimus could be 10k or less ... i think optimus will dwarf the entirety of tesla's other businesses
i think the optimus has the highest alpha but the highest beta so you know more upside than anything else just unclear how you get there what the path is and the capital requirements and i think there's going to be a lot of commoditization in this space but the ride sharing is built in it's low beta and significant alpha
if you're able to charge for the ride purely based on fractionalizing the capex and that capex isn't even that high because they're making these robo taxis pretty cheaply now and you're able to get so much more utilization out of a car
i would say the only issue they have that's a real long-term issue is just the the chinese competition companies like bdy are ramping up production of knockoff products at low prices and so managing the competition with china is probably the only one of these issues that's i think probably a long-term issue for them to deal with
i'm personally really curious about the optimus robot i mean that has the potential to create an entirely new market and bring about something that we've only seen in science fiction
tesla's products are amazing they seem to be really executing well there
ride sharing is number one the absolute probably by an order of magnitude and interesting the reason i say that is in order for ride sharing and ride hailing to really work the way that they envision it you will have level five autonomy supported in jurisdictions where again if you just look at part two the whole point is you can summon a car from your app and if you don't have access to a mobile phone you can go to these bus stop equivalents and just press a button and the car comes to you and
the answer is that he's actually executing exactly the plan and so if you're investing in a stock what you really want is a ceo to kind of stick to a plan that is well known so we don't have to actually guess what the plan is because he puts it out on the website look at the master plan part 2 and if you start reading down everything that he said he's going to do starting in 2016 is basically what it is
you promised the guy x amount of money for doing y amount of things he did the y things and then you had a judge come over the top because of somebody who owned 10 shares and all i'm saying is if you don't have the intellectual intelligence to look past that and say wait a minute we just paid the guy to do this work and now we're going to renege they're gaming the system i just think that like how can anyone who is capable of doing a job sign up for a pay package how can anyone and the people th
the stock is ripping on the news is up about three percent today in a down market so clearly the market thinks that securing elon's future at the company was the right decision and shareholders did the right thing
i still think he's absolutely vital to all the innovation that's going to come in the future from tesla
he should get this stock he never should have had them taken away and so i just hope this thing yeah becomes a nothing burger
You guys just turned on Colossus.
I guess I have like some improved confidence in dojo. Um, but I think we, we won't really know how good dojo is until probably version three.
Um, so, and a dojo, we've only had dojo one. Dojo two is, um, you know, should be, we should have dojo two in volume towards the end of next year. Um, and, and that, that, that will be, we think sort of comparable to, uh, uh, sort of a B 200 type type system, a training system. Um, and, um, you know, so there's, I guess there's some potential for, for that to be used as a service.
Uh, it's a Tesla designed, uh, AI inference computer, uh, which is probably still the best. There isn't a better thing we could buy from suppliers. So the Tesla designed, uh, AI inference computer that's in the cars is better than anything we could buy from any supplier.
Elon's been pretty clear. Hey, you don't need LiDAR. It's a waste of money.
Because in my experience driving a Tesla since the beginning with full self-driving and autopilot before that, it seems like it's better on the highway than it is on local streets where you have people jumping out and weird things that occur on the highway. You very rarely have run into a weird thing. Totally. It's pretty ABC. So I would think it was the opposite, but is it because speed kills? What's the thinking there?
Yeah, I think this is the year that self-driving finally broke through. Obviously, Tesla's got full self-driving, but also this Waymo One app, people are going wild over it. So I think this is the year that self-driving broke through. And I think next year is going to get bigger and bigger.
i think fsd works today and it's gonna yeah it's it's gonna cross into mainstream adoption where i already notice particularly if i'm taking an uber late at night i really really prefer to have a tesla just sometimes you get an uber driver who's who's tired and i just feel a lot safer if they have the fsd running and then obviously using it for yourself is amazing but i think it's going to continue compounding at an accelerating rate
Tesla employs 125,000 plus employees
mocking the greatest American car company ever created
I think that Tesla probably has the, it is the best place to invest if you want to have a shot at a massive new industry. So they've got a baseline business in, in obviously the automobiles. But I think this humanoid robot opportunity is absolutely mind-blowingly ginormous. And I don't think that there's a better company on earth positioned to execute against this humanoid robotics opportunity than Tesla. So, you know, it's sort of like, I would call it a low probability, high upside, sort of ca
they are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models. Now with XAI, they'll have one of the best LLMs and reasoning models. And they'll be able to eventually stick that on Dojo. And then all of that will be in all of the physical AI that you will interact with in your daily life, whether it's a robot, or whether it's a car, or whether it's a robo taxi. So that's number one.
Tesla's one and Google's two.
I told you that I spent time last week at Tesla, I would not be sleeping on this business, I think that it is yet again, back into the land of being misunderstood.
sustainable energy, which obviously he's the leader in. And he's the leader in solar batteries, EVs, and then manufacturing in the United States, which he also is the leader in
If you have access to the money that buys the compute, everyone could solve that problem. But it's a hardware piece I'm talking about.
Yeah. I just meant that, you know, other than the first versions of FSD, which I think Andre talked about, Andre Karpathy talked about, you know, they're not really so reliant anymore on human labeling per se, right? So that, that interference.
And then the last thing I'll say is, if you look back, he made this bet once before, which was Tesla FSD versus Waymo. And Tesla FSD only had cameras, it didn't have LiDAR. But the bet was, I'll just collect billions and billions of driving miles before anybody else does, and apply general compute, and it'll get to autonomy faster than the other more laborious and very expensive approach.
Tesla is sort of like the, you know, they're doing it the hard way, you know, classic Elon style. Like, let's, let's do this sort of in a fundamental, holy shit, let's go all the way kind of, kind of approach. Uh, and it's unclear when it gets over the line. Of course he, he launched sort of a, a semi, semi pilot of sorts in Austin recently, but there's no other alternatives.
version 14 will be the biggest upgrade in Tesla software since version 12. We are increasing the parameter count by an order of magnitude. There's a lot of reinforcement learning that's been used. There's, like, you can think of AI sort as a way of compressing reality, and some of those compression steps, we're too lossy, and we address the lossiness in the compression steps. So, these are all software updates that'll go out. So, just over there are updates. Your car is going to feel like it is
I am confident that the current chips, AI4 chips that are in the cars, will achieve self-driving safety that is at least two to three times that of human, and maybe even 10X.
In terms of nominal sort of raw compute, it's eight times more compute, about nine times more memory, roughly five times more memory bandwidth. So, but because we're addressing some core limitations in AI4, you multiply that by, that 8X compute improvement by another 5X improvement because of optimization at a very fine-grained silicon level of things that are currently suboptimal in AI4, that's where you get the 40X improvement.
AI4 is currently shipping in all vehicles, and we're finalizing the design of AI5, which will be an immense jump from AI4. By some metrics, the improvement in AI5 will be 40 times better than AI4.
Well, if you wanted to do all the things that a human can do, it turns out you need a humanoid robot. So if you wanted to do a subset, that's much easier. But it turns out humans evolved to the shape and capabilities that we have for good reasons. Actually, there is value to having four fingers and a thumb. And even the pinky, actually, is quite useful. Toes are much more of a question mark, but the fingers...
Right now we're struggling with the final design of the hardware. Like I said, it's really primarily the hand. Not to just dismiss the rest of the robot. The rest of it's also important. But the hands are, the hands inclusive of the forearm are a majority of the engineering difficulty of the entire robot.
Even though there are 10,000, 20,000 electric motors out there of various sizes and shapes. We've had to design every electric motor gearbox and the controlling electronics from scratch, basically from physics first principles.
We could not actually buy the actuators for any amount of money. They simply didn't exist.
I think the marginal cost of production, once you hit a million units per year, is probably around the $20,000 range.
I think it is accurate to say that if successful, Optimus will be the biggest product ever.
We're finalizing the design of Optimus version 3. And that really is going to be a very remarkable robot.
Optimus is, I think, going to be the greatest product in the history of humanity.
GPU it basically is a GPU we also deleted the image signal processor this is a beautiful chip I poured so much life energy into this personally it will be a real winner why is AI 5 so important what AI 5 is is the building block of a system that I think you'll start to see not just in the cyber cabs but also in optimus so from a functional technology perspective there's been a leap and that leap is going to come into the market that was the first thing he said which I thought was really importan
I need to make sure we do not have a terminated scenario and I, and that I can make, you know, maximize the safety of the robots. Um, but I, I feel like I need to have something like a 25% vote, um, which is enough of a vote to have a strong influence, uh, but not so much of a vote that I can't be fired if I go insane. Um, so it's, it's kinda, but my concern would be, you know, creating this army of robots and then, and then being fired for political reasons, um, because of, because of ISS and G
Obviously Elon's doing great things with RoboTaxi, feels like he's closing in on a solution and getting very close.
here yeah basically you know they let him build it which he said was like an incredible experience for him because in california they didn't let him build you know these factories and in fact the tesla factories that in fremont was just an old ancient factory that he was able to retrofit
you got Waymo, then you've got Tesla fundamentals, science, hard mode times a hundred. And the question is, do they get there in what time scale? If, if they, and like, honestly, everybody's like, could happen tomorrow, could happen in five years. And I think that it's like, when does the chat GPT moment happen for vision is basically the thing. Let's call it vision without other sensors. So super inspiring, but like, what's the timeline on it?
tesla is incredibly asymmetric to the upside i'm willing to pay 200 times
VentureSignalScore 52.2/100 for tesla, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 0.6609 |
funding.round.amount_usd 2012-04-06 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_docs | derived | council | 2026-08-06 | promoted | 0.03 |
common_name | Tesla | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
community.hn.max_points | 1765 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.max_points | 0 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.mentions | 0 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2016-06-21 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2016-06-21 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2016-06-21 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2016-06-21 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2016-06-21 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=11949434", "title": "Tesla Makes Offer to Acquire SolarCity", "points": 708, "created_at": "2016-06-21", "evidence_type": "rumor", "verification_status": | observed | artifact ↗ | 2016-06-21 | superseded | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2019-11-22 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2019-11-22 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2019-11-22 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2019-11-22 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2019-11-22 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21602437", "title": "Tesla Cybertruck", "points": 1765, "created_at": "2019-11-22"} | observed | artifact ↗ | 2019-11-22 | superseded | 0.20 |
community.hn.top_story | {} | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
description | Mentioned in relation to self-driving cars. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
funding.round.amount_usd | 16000000 | observed | artifact ↗ | 2025-12-11 | normalized | 0.50 |
funding.round.amount_usd | 950000000 | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.amount_usd | 1000000000 | observed | artifact ↗ | 2025-10-09 | normalized | 0.50 |
funding.round.amount_usd | 6600000000 | observed | artifact ↗ | 2025-10-04 | normalized | 0.50 |
funding.round.amount_usd | 500000000 | observed | artifact ↗ | 2022-08-07 | normalized | 0.50 |
funding.round.amount_usd | 12000000000 | observed | artifact ↗ | 2021-02-19 | normalized | 0.50 |
funding.round.amount_usd | 50000000 | observed | artifact ↗ | 2020-11-13 | normalized | 0.50 |
funding.round.amount_usd | 2500000000 | observed | artifact ↗ | 2026-08-06 | normalized | 0.50 |
funding.round.amount_usd | 142000000 | observed | artifact ↗ | 2012-04-06 | normalized | 0.50 |
funding.round.stage | series_a | observed | artifact ↗ | 2025-12-11 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2012-04-06 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "my prediction, and you can just pull this prediction forward and remind me every one, three and | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "if Tesla had one cruise level incident, it would be a winter for 12 to 18 months.", "expected_ | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "This is going to ramp up quite nicely. These companies will have no problem making hundreds of | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I don't have any inside information on this. It's just a prediction. But imagine if every Cyber | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "what's going to be nice, I think, about the Tesla one is even if you're not part of the network | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Well, I don't think they've run away with the whole thing. So I think if they wind up being, le | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "And I think for your education one, it might be people who are being displaced by AI, realizing | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I suspect he's going to crush it with this business.", "expected_by": "2028-02-05T14:45:43.756Z | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "They'll be with Grab in Malaysia and Singapore. They'll be with DD in China. They'll be with ev | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "before 2030 you're going to see amazon which has massively invested in this replace all factory | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this new round of capital really uncontrains us from a capital perspective and is going to enab | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "So by vertically integrating our manufacturing here in Austin, we'll be able to take a ton of c | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "So there's, you know, on the order of 10 million single-family homes in Texas, 10% of 10 millio | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Yeah, I think it could be the opposite actually where these hyperscalers are actually subsidizi | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "We're looking to expand in early 2026. So we haven't yet announced what our next market will be | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "the investment in something like figure or something like open AI and then you put it into the | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "you're not seeing your uber eats driver or your doordash driver or your lyft or uber ride picki | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "We're also working on a new vehicle that I alluded to at the Giga Texas opening, which is a ded | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think it's manufacturing and sourcing a lot. Um, and I think Tesla has shown that with scale, | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i believe optimus is going to be the greatest product ever created by humanity including the wh | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i believe optimus is going to be the greatest product ever created by humanity including the wh | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "these robots are going to become the best selling products in the history of humanity and they' | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "What's going to happen is it'll do simple tasks in a, in the factory, which is a huge advantage | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "If you think about what we're doing right now with the cars, Tesla is arguably the world's bigg | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Just like if, you know, right now Tesla is buying batteries from Panasonic, wherever they buy t | derived | calc | 2026-08-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Tesla could raise more money at any point in time Tesla could take down a big investment from M | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "when they hit that this summer which they'll easily do I predict it's gonna take him two years | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think Tesla needs like one or two billion dollars it all it takes is somebody like Saudi Arab | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "that's gonna be the big win that people are not actually watching that much of which is in Puer | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the cost savings on this could be twenty thirty percent I think Ilan said it would be at least | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this seems to me to be perfectly reasonable and this should be coming first... on a freeway the | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "in another ten years will it do another 4x will those packs be $5,000 to go the same distance I | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I don't think you know at that point of time that if you know that you will choose a combustion | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think Auto has a pretty aggressive launch strategy and I think they'll do well you know I'm h | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it would be cheaper for Apple to buy Tesla than it would be for Apple to figure out how to do i | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "you will be able to buy your car any way you want not too far in the future", "expected_by": "2 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "what the best estimates in the world right now are that by 2020 there will be 3 million electr | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "With the electric vehicle S-curve, you have to pay attention too, because we thought probably | derived | calc | 2026-10-09 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
lifecycle_stage | ipo | observed | https | 2010-05-27 | normalized | 0.95 |
metric.venture.funding_amount_usd | 16000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 950000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 6600000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 500000000 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_amount_usd | 12000000000 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_amount_usd | 50000000 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 2500000000 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 142000000 | derived | calc | 2026-09-20 | derived | 0.50 |
outcome | {"kind": "ipo", "note": "Tesla, Inc. (TSLA) registered its shares for listing with the SEC on Form 8-A12B. EDGAR CIK 0001318605.", "amount_usd": null, "source_url": "https://www.sec.gov/Archives/edgar | observed | https | 2010-05-27 | normalized | 0.95 |
platform.index_excluded | true | derived | calc | 2026-09-28 | normalized | 0.99 |
score.venture_signal | 22.2 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 78.3 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 69.5 | derived | calc | 2026-08-12 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-17 | superseded | 0.26 |
score.venture_signal | 37.9 | derived | calc | 2026-08-18 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-18 | superseded | 0.26 |
score.venture_signal | 52.2 | derived | calc | 2026-09-20 | derived | 0.26 |
sector | defense | derived | calc | 2026-08-08 | superseded | 0.90 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.attributed_claims | 65 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
signal.commentary | {"context": null, "run_ref": "01KXTNJ1MG7VKR58FMCESXHT3N", "signals": [{"quote": "tesla is incredibly asymmetric to the upside i'm willing to pay 200 times", "stance": "bullish", "signal_class": "asse | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTXMTTXXG1BYNKEJNB54ZYW", "signals": [{"quote": "you got Waymo, then you've got Tesla fundamentals, science, hard mode times a hundred. And the question is, do they ge | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTXMTTXXG1BYNKEJNB54ZYW", "signals": [{"quote": "here yeah basically you know they let him build it which he said was like an incredible experience for him because in | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW3N6C58A3Z1SHYK0YDZZP4", "signals": [{"quote": "Obviously Elon's doing great things with RoboTaxi, feels like he's closing in on a solution and getting very close.", | observed | artifact ↗ | 2026-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPB9V5WKCTWJZC1TN978X0", "signals": [{"quote": "I need to make sure we do not have a terminated scenario and I, and that I can make, you know, maximize the safety of | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWK7S4GW6C7BSPMSM55JMP", "signals": [{"quote": "GPU it basically is a GPU we also deleted the image signal processor this is a beautiful chip I poured so much life en | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "Optimus is, I think, going to be the greatest product in the history of humanity.", "stance": "bullish", "signal_class | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "We're finalizing the design of Optimus version 3. And that really is going to be a very remarkable robot.", "stance": | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "I think it is accurate to say that if successful, Optimus will be the biggest product ever.", "stance": "bullish", "si | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "I think the marginal cost of production, once you hit a million units per year, is probably around the $20,000 range." | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "We could not actually buy the actuators for any amount of money. They simply didn't exist.", "stance": "neutral", "sig | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "Even though there are 10,000, 20,000 electric motors out there of various sizes and shapes. We've had to design every | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "Right now we're struggling with the final design of the hardware. Like I said, it's really primarily the hand. Not to | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "Well, if you wanted to do all the things that a human can do, it turns out you need a humanoid robot. So if you wanted | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "AI4 is currently shipping in all vehicles, and we're finalizing the design of AI5, which will be an immense jump from | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "In terms of nominal sort of raw compute, it's eight times more compute, about nine times more memory, roughly five tim | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "I am confident that the current chips, AI4 chips that are in the cars, will achieve self-driving safety that is at lea | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZSSYYER27WXTN7XDTT2HQ7", "signals": [{"quote": "version 14 will be the biggest upgrade in Tesla software since version 12. We are increasing the parameter count by an | observed | artifact ↗ | 2025-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PQARPCXZ7KNKC70P35WJA", "signals": [{"quote": "Tesla is sort of like the, you know, they're doing it the hard way, you know, classic Elon style. Like, let's, let's d | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PQARPCXZ7KNKC70P35WJA", "signals": [{"quote": "And then the last thing I'll say is, if you look back, he made this bet once before, which was Tesla FSD versus Waymo. | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PQARPCXZ7KNKC70P35WJA", "signals": [{"quote": "Yeah. I just meant that, you know, other than the first versions of FSD, which I think Andre talked about, Andre Karpa | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PQARPCXZ7KNKC70P35WJA", "signals": [{"quote": "If you have access to the money that buys the compute, everyone could solve that problem. But it's a hardware piece I' | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0RHYH0RJ0BFX77TFHEV9AV", "signals": [{"quote": "sustainable energy, which obviously he's the leader in. And he's the leader in solar batteries, EVs, and then manufact | observed | artifact ↗ | 2025-07-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VEBVPBJQ0BG24GTQ3AEQE", "signals": [{"quote": "I told you that I spent time last week at Tesla, I would not be sleeping on this business, I think that it is yet agai | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VEBVPBJQ0BG24GTQ3AEQE", "signals": [{"quote": "Tesla's one and Google's two.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "Chamath Palihapiti | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VEBVPBJQ0BG24GTQ3AEQE", "signals": [{"quote": "they are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vi | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VEBVPBJQ0BG24GTQ3AEQE", "signals": [{"quote": "I think that Tesla probably has the, it is the best place to invest if you want to have a shot at a massive new indust | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY25BFGVS4CVC6M062NVYCW6", "signals": [{"quote": "mocking the greatest American car company ever created", "stance": "bullish", "signal_class": "endorsement", "speaker_ | observed | artifact ↗ | 2025-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY25BFGVS4CVC6M062NVYCW6", "signals": [{"quote": "Tesla employs 125,000 plus employees", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Chamath Pal | observed | artifact ↗ | 2025-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY393QPQ0RYHP7JTR32BZFS0", "signals": [{"quote": "i think fsd works today and it's gonna yeah it's it's gonna cross into mainstream adoption where i already notice part | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3B810V1SXPHEWPFX3BVBNJ", "signals": [{"quote": "Yeah, I think this is the year that self-driving finally broke through. Obviously, Tesla's got full self-driving, but | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E4V1HYS555KCVWK5C8A8E", "signals": [{"quote": "Because in my experience driving a Tesla since the beginning with full self-driving and autopilot before that, it seem | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E4V1HYS555KCVWK5C8A8E", "signals": [{"quote": "Elon's been pretty clear. Hey, you don't need LiDAR. It's a waste of money.", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PFQR5C57HHZZ2DK6R7TA4", "signals": [{"quote": "Uh, it's a Tesla designed, uh, AI inference computer, uh, which is probably still the best. There isn't a better thing | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PFQR5C57HHZZ2DK6R7TA4", "signals": [{"quote": "Um, so, and a dojo, we've only had dojo one. Dojo two is, um, you know, should be, we should have dojo two in volume t | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PFQR5C57HHZZ2DK6R7TA4", "signals": [{"quote": "I guess I have like some improved confidence in dojo. Um, but I think we, we won't really know how good dojo is until | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PFQR5C57HHZZ2DK6R7TA4", "signals": [{"quote": "You guys just turned on Colossus.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Chamath Paliha | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY626TG2Z799CMP5DV2G6A3B", "signals": [{"quote": "he should get this stock he never should have had them taken away and so i just hope this thing yeah becomes a nothing | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY626TG2Z799CMP5DV2G6A3B", "signals": [{"quote": "i still think he's absolutely vital to all the innovation that's going to come in the future from tesla", "stance": "b | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY626TG2Z799CMP5DV2G6A3B", "signals": [{"quote": "the stock is ripping on the news is up about three percent today in a down market so clearly the market thinks that se | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY626TG2Z799CMP5DV2G6A3B", "signals": [{"quote": "you promised the guy x amount of money for doing y amount of things he did the y things and then you had a judge come | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "the answer is that he's actually executing exactly the plan and so if you're investing in a stock what you really want | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "ride sharing is number one the absolute probably by an order of magnitude and interesting the reason i say that is in | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "tesla's products are amazing they seem to be really executing well there", "stance": "bullish", "signal_class": "asses | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i'm personally really curious about the optimus robot i mean that has the potential to create an entirely new market a | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i would say the only issue they have that's a real long-term issue is just the the chinese competition companies like | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "if you're able to charge for the ride purely based on fractionalizing the capex and that capex isn't even that high be | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i think the optimus has the highest alpha but the highest beta so you know more upside than anything else just unclear | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i give number one to optimus by far and away because i think the build of materials on optimus could be 10k or less .. | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i'm using fsd12 i have been using autopilot i was one of the first users of autopilot you know from the beginning like | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i think those two businesses will be far bigger than anything else they're doing now on ride hailing", "stance": "bull | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i think today or let's just say by the end of this year an fsd12 could be operating in a constrained space just like w | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "i think that vision is five six seven years out from having low single digit percentages and you may have seen uber ha | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HGNZTC0TC5XS55JJCE9WP", "signals": [{"quote": "if you can do your part to basically get off these grids use somebody like palmetto or somebody else and just get sola | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7ANK7S6065HWN23X9BEBJ6", "signals": [{"quote": "you have to look at it ex-ante, not ex-post. Nobody thought Elon could hit all these numbers back at the time this pac | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7ANK7S6065HWN23X9BEBJ6", "signals": [{"quote": "The only part of it that I think is really relevant is where Sorkin says that the milestones are crazy, meaning that e | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7ANK7S6065HWN23X9BEBJ6", "signals": [{"quote": "this had the largest short position, I believe, at that time of any company ever. People were betting with their dolla | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7ANK7S6065HWN23X9BEBJ6", "signals": [{"quote": "He never wanted to be CEO of Tesla. People forget that, too. He had tried three CEOs of Tesla, and he only took over T | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7ANK7S6065HWN23X9BEBJ6", "signals": [{"quote": "I remember there was rumors about Sheryl Sandberg maybe getting offered the job or something like that. I remember he | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7CE6PMAE7RQMHBKGZ3JP2R", "signals": [{"quote": "I think the important thing to note is that Tesla put out a pretty important missive at the end of market close yester | observed | artifact ↗ | 2024-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N2PSA1MHSKRHRZJ13E9XA", "signals": [{"quote": "And then the third is Tesla really consolidated its leadership in EVs and battery technology. And FSD.", "stance": "bu | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "Yeah. I mean, it's, it's not the self-driving platform and it had maybe 10 times as many people working on it as the s | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "The entire self-driving AI software team is 200 people.", "stance": "neutral", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "And, uh, what they're doing is much more complex than Twitter. Yeah, you know, much better.", "stance": "bullish", "si | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "in the case of, of Tesla, uh, one of our, well, about four vehicle factories, uh, one is in, uh, China. Tesla has been | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "I do think Tesla's underrated from an AI standpoint, in terms of real-world AI, Tesla has the best real-world AI. Same | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "I think just, in general, Tesla is, uh, one of the world's leading AI companies, uh, and in some respects, the leading | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "in the case of Tesla, I think we've got a, sort of a good governance structure and that there's no super voting rights | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8X9ZJW6ZDZV0Z99W6WDH5R", "signals": [{"quote": "Um, and, um, you know, we've got the final piece of the puzzle, which is to have the control part of the car, uh, tran | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY928BSRX279129YYAWCESDH", "signals": [{"quote": "now there's a new government investigation of elon they're investigating him for supposedly tesla was going to build h | observed | artifact ↗ | 2023-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9500V826NARP0R8CP3Y2ZT", "signals": [{"quote": "one of the most interesting things that could happen is somebody like Tesla decides to either open source their chip o | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB5XX3QKGJVVBMCP1PM5WMG", "signals": [{"quote": "tesla was probably the poster child for this trade all the way down to like 108 dollars a share and it's effectively d | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB5XX3QKGJVVBMCP1PM5WMG", "signals": [{"quote": "tesla has doubled in 30 you know 30 60 days a lot of the tech stocks like high beta stocks that we are all you know he | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMV50T06TGDQKP0N0M5JJ0", "signals": [{"quote": "We saw yesterday that he had to sell another $3.8 billion of Tesla stock. Why is that? It's because this transaction, | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMV50T06TGDQKP0N0M5JJ0", "signals": [{"quote": "And can he fix it? I think so. Can he pull it all out? Sure. Is it just putting himself under an enormous amount of pr | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMV50T06TGDQKP0N0M5JJ0", "signals": [{"quote": "Like, it's like... Well, look, I mean, if you define what Elon is, you know, doing there as, you know, acting as a jud | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCGNXSW8N7ZKZXZP2CSET5R", "signals": [{"quote": "my prediction, and you can just pull this prediction forward and remind me every one, three and five years about this. | observed | artifact ↗ | 2026-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNCC3W37Z6M8FRX2WTA6Q8", "signals": [{"quote": "the amount of scrutiny tesla is under is absolutely fantastic that kind of scrutiny from haters tesla q short sellers | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNCC3W37Z6M8FRX2WTA6Q8", "signals": [{"quote": "the end of this decades the third or fourth inning when we actually will see the numbers become material to one of the | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNCC3W37Z6M8FRX2WTA6Q8", "signals": [{"quote": "if you add up the value of all non-tesla ottoman automakers the dollar amount's not that big", "stance": "neutral", "s | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "compared to something like Tesla or OpenPilot, um, they're very, very far behind.", "stance": "bullish", "signal_class | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "It seems to me that open source has won so much of the problem space in computing that it's odd to me that all of the | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "I mean, so Tesla is definitely a lot more similar to us. And if I were to place a bet on anyone, it would be them.", " | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "They're recently very focused on end to end machine learning, just like we are. I think they've not quite rolled out. | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "Tesla is also working on generative AI simulation, presumably to one day train in. Uh, I don't think they do that yet. | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "Tesla has the most miles collected on any kind of autonomous system. We have the second, and then Waymo actually has q | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "for a company like Tesla, I think it completely makes sense to install those cameras", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT536EJ6N9T50GGAE4CNJV", "signals": [{"quote": "I mean, my fatigue level from one car versus the other, just stay in the lane. And then also people in the car prefer | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVE3QWN0NS1FZCKRQB8JXA", "signals": [{"quote": "we decided to focus on Tesla because, first, we really did believe in Elon, when most people didn't. And we saw in him | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVE3QWN0NS1FZCKRQB8JXA", "signals": [{"quote": "we doubled down at the time in Tesla. We put more money in Tesla than we were in the financial crisis and then helped | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVE3QWN0NS1FZCKRQB8JXA", "signals": [{"quote": "Tesla was truly, I think, truly existential", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Anto | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVE3QWN0NS1FZCKRQB8JXA", "signals": [{"quote": "We found in cases like Tesla where we actually helped... Yes. We helped to insource the supply chain of Tesla. Why is | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVE3QWN0NS1FZCKRQB8JXA", "signals": [{"quote": "But what happened in Tesla in particular, when you calculate the overall cost and capital wasn't free because you didn | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVE3QWN0NS1FZCKRQB8JXA", "signals": [{"quote": "the comp package that you gave Elon in 2018 versus the comp package that any other CEO in America got, it was complete | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVE3QWN0NS1FZCKRQB8JXA", "signals": [{"quote": "look we at Tesla took over this Fremont factory was a former GM Toyota factory and you know we retooled it it was look | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "in the case of Tesla, for example, we, we do, we, we do our own sales and service. Uh, we don't have dealerships, um, | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "that is the best real world AI team on earth. Um, and if anyone else has got a better one, I'd like to see it demonstr | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "we started a chip team from scratch, designed it. It was the best in the world and still is the best in the world seve | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "Tesla allows for real time insurance based on how you actually drive the car. You can actually if you drive the car in | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "in the case of, of Tesla, uh, you know, it was like five people.", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "I got involved when Tesla was, was, was nothing but a piece of paper.", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "when we created Tesla. I when I, when I joined, there were no, no employees, there was no intellectual property. There | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "we started with, with really just nothing. And, uh, the, uh, you know, the, the T zero prototype from AC propulsion, n | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "I went, 2008 was one of the worst years where basically the, you know, GM and Ford almost went bankrupt and, um, you k | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "the subset of the existing investors, um, which includes like, you're like Antonio Gracias and, uh, you know, Steve Jo | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "I, I, I put in all the money I had left and they said everything, literally everything. Um, uh, I didn't even have a h | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "both SpaceX and Tesla in 2008, if we'd simply paid our suppliers on time, we would have gone bankrupt immediately.", " | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "you showed me the clay version of the Model S... the most beautiful car I'd ever seen. And I said, oh my God, it's stu | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "both space X and Tesla have, um, you know, significant cash reserves. So like, you know, it's not worth staring death | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE24N1W9RCZ9SA3PNMTDCS0", "signals": [{"quote": "the sustainable energy alternatives that I think are overwhelmingly more competitive are, uh, solar energy, wind, uh, | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE8YSEK9NQB8FE0VH81CJ9Q", "signals": [{"quote": "that's why elon did the cyber truck he knows if you're going to have a lineup of cars that is a great one to have", "s | observed | artifact ↗ | 2021-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE8YSEK9NQB8FE0VH81CJ9Q", "signals": [{"quote": "cyber truck reportedly has a million reservations", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2021-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE8YSEK9NQB8FE0VH81CJ9Q", "signals": [{"quote": "elon's um fremont i think was a former toyota plant", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2021-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE8YSEK9NQB8FE0VH81CJ9Q", "signals": [{"quote": "you have this tesla q group saying that you know there's all these teslas in remember all those drone videos of teslas | observed | artifact ↗ | 2021-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "Well, they started delivering some cars from it. And from what I understand, they got that done faster than anybody co | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "in a decade, he went from $150,000 cars to $45,000, you know, took two-thirds of the price off.", "stance": "bullish", | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "these things are way powerful when you put them on ludicrous mode.", "stance": "bullish", "signal_class": "endorsement | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "The front suspension on that's going to need a tweak.", "stance": "bearish", "signal_class": "criticism", "speaker_nam | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "Oh, the torque on them is amazing.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_63", | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "at least now they have, you can cap the speed.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "S | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "The acceleration is terrifying on those.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEFHSZKDPR7P7NN5QDGJSMG", "signals": [{"quote": "The problem, I think, with, like, the Mercedes and the Tesla, like, sort of breed of cars is, weird flex, but okay, is | observed | artifact ↗ | 2020-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEKJ55V4FB1SK8AJBCTK66A", "signals": [{"quote": "depends on the scale but I think next year probably is a bit too aggressive", "stance": "bearish", "signal_class": "as | observed | artifact ↗ | 2019-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYESP3KJ6Z462RB6C43VHZSG", "signals": [{"quote": "So take self-driving cars. It's like, it may be awesome that Tesla has all this data, but it doesn't have the LIDAR da | observed | artifact ↗ | 2018-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEV7BEV8FWCTKFW2C3EPGPW", "signals": [{"quote": "And I think that Elon is disrupting the industry and saying, we're going to do this. We don't care what legislation or | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEV7BEV8FWCTKFW2C3EPGPW", "signals": [{"quote": "I don't have any inside information as a shareholder, obviously. But I do think what happened was, I think they want t | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEV7BEV8FWCTKFW2C3EPGPW", "signals": [{"quote": "So right now I have the Tesla, I go to the supercharger network, I get about 150, 200 miles per hour.", "stance": "neu | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEV7BEV8FWCTKFW2C3EPGPW", "signals": [{"quote": "So if you look at the Chevy Bolt, that can take on, that can go up to about 80 kilowatts, so about two-thirds of what | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEV7BEV8FWCTKFW2C3EPGPW", "signals": [{"quote": "I don't consider Tesla a competitor at all. We charge Teslas all day long.", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEV7BEV8FWCTKFW2C3EPGPW", "signals": [{"quote": "But what you're seeing, Tesla's leaning in charge with this. You've got the combination of renewables and storage is g | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "And, of course, Tesla is just absolutely crushing it.", "stance": "bullish", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "I mean, the magnitude of what those two companies are able to accomplish, given what they're up against.", "stance": " | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "Tesla is the first new automobile company since Jeep.", "stance": "neutral", "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "of these, you know, features in the product, the iPad in the product. Controlling the supply chain.", "stance": "neutr | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "He bought a Toyota joint venture factory, 5 billion square foot factory.", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "He took batteries from Panasonic.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_17", " | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "the drive train is from Mercedes, right? Mercedes put a little bit of money in.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "The motor windings he built.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_102", "spea | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "with the Model S, steel comes in the factory on one side. And he uses all these presses and he cuts the frame and ever | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYVYE2H8CT9N2Y8BHBFF68", "signals": [{"quote": "he had three weeks left of cash in Tesla.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKE | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF0JE37J7KKV0VRJGW012PV", "signals": [{"quote": "Elon Musk is so brilliant because when he started these cars, the Tesla, he got people like me who believed in his vis | observed | artifact ↗ | 2015-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGE1M7W1FEPS5DV83261803", "signals": [{"quote": "he funded these businesses that were deep tech businesses tesla and spacex for many many years he was able to get inve | observed | artifact ↗ | 2021-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGX0M8DA12CPS3N8WV44569", "signals": [{"quote": "my introduction to shorting uh in that example was when i first bought tesla um that you know my broker said you know | observed | artifact ↗ | 2021-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH0J0D9JS85B7S5D0BZZ62T", "signals": [{"quote": "his company tesla had something like a 8 or 10x gain so over a 500 billion dollar company of course the products are a | observed | artifact ↗ | 2020-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH0J0D9JS85B7S5D0BZZ62T", "signals": [{"quote": "at that time and it was really he did it in the middle of the tesla q shorting movement and now he can buy not just la | observed | artifact ↗ | 2020-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3ZZAWTMBN1Q10353ZD2AF", "signals": [{"quote": "yes there's there's three ways to bring autonomy to market right you can build your own cars that's what tesla's doing | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3ZZAWTMBN1Q10353ZD2AF", "signals": [{"quote": "you can see the amazing tesla announcing a one and a half billion of revenue a year with this like clearly there's pro | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3ZZAWTMBN1Q10353ZD2AF", "signals": [{"quote": "there is a gap in performance from the systems that say tesla ourselves have today to get to general purpose driverles | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3ZZAWTMBN1Q10353ZD2AF", "signals": [{"quote": "famously tesla charges a hundred dollars a month for these features", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA4KQFD4XW3EZYQGE4DQ2W0", "signals": [{"quote": "if you look at tesla's valuation now it's not a car company anymore it's going to be remembered as optimus the company | observed | artifact ↗ | 2026-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAVX1SAZWPYSFN9HED3A33R", "signals": [{"quote": "Even Tesla had been profitable. Model 3 nearly kills the company.", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2026-03-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXMQPEENXJRYJD4V062MVC", "signals": [{"quote": "I bought a brand new Tesla and was, uh, astounded by how good the FSD quality was even at that point. And kind of had | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXMQPEENXJRYJD4V062MVC", "signals": [{"quote": "I do think they should be matching their comms to, to those internal desires because clearly they don't actually inten | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXMQPEENXJRYJD4V062MVC", "signals": [{"quote": "if Tesla had one cruise level incident, it would be a winter for 12 to 18 months.", "stance": "bearish", "signal_class | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB0VT113JPYXSF8Z867VD7B", "signals": [{"quote": "Tesla J curve is unbelievable. The amount of money invested in that was wild. Why? They had to build factories. They h | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHRMR5BADW5GGBRGTXCK2Y", "signals": [{"quote": "This is going to ramp up quite nicely. These companies will have no problem making hundreds of thousands of these and | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHRMR5BADW5GGBRGTXCK2Y", "signals": [{"quote": "Tesla you have power walls solar cars self driving and optimus that's like four different ways to win if you put energ | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMWBV21NAZ13Z9CEQW9T7D", "signals": [{"quote": "Yeah, for sure. Elon obviously has built the end to end system. Waymos are map based and heuristics based as opposed t | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMWBV21NAZ13Z9CEQW9T7D", "signals": [{"quote": "I don't have any inside information on this. It's just a prediction. But imagine if every Cybertruck eventually or eve | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMWBV21NAZ13Z9CEQW9T7D", "signals": [{"quote": "what's going to be nice, I think, about the Tesla one is even if you're not part of the network, they might give that | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMWBV21NAZ13Z9CEQW9T7D", "signals": [{"quote": "I got to stop by Tesla on Sunday. Elon invited me to come by and I got to see Optimus 3. Can't talk about that. But I | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMWBV21NAZ13Z9CEQW9T7D", "signals": [{"quote": "Well, I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "Oboe, we had a long thesis. Like two years ago, we actually thought about AI is coming out as changing a lot of ways t | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "he built a product called Anchor that powers a lot of the podcasts as part of Spotify. And I think he was extremely si | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "when I use the product, it was smooth, it was quick, and it was deep in terms of what I learned. So, you know, that, t | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "the fact that that company has been able to compound its revenue at scale at the rate it has, and, and looking at how | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "the company announced a couple months ago that it's now over a $4 billion run rate growing at more than 50% year over | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "It absolutely is. Right. And luckily, I think we operate in an environment where it's sort of well understood that we | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "And I think for your education one, it might be people who are being displaced by AI, realizing they need to provide m | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "This is the seminal blog post on the subject from his above the crowd. And he's got a new book coming out. That's spec | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "one, he's a tremendous founder with a huge vision that's incredibly costly. That last part is the issue. We've got a l | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "I believe a lot of boom success is based on United pre-ordering some of these and paying for them.", "stance": "bullis | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "I'm guessing they couldn't get more funding for the supersonic jet and they could easily get funding for this.", "stan | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "I suspect he's going to crush it with this business.", "stance": "bullish", "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "it might be for him after 10 years of pushing a boulder up a hill, it might be really nice to start pushing him down t | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "I'm actually very happy for him and his team to be taking orders as opposed to, yeah, what the last 10 years of suffer | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBRK35QCMNS0MYNJ28GY373", "signals": [{"quote": "robotics was one that I think a lot of people said, that doesn't make any sense for me. $39 billion. They don't have a | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "Netflix has won the bidding war to obtain Warner Brothers.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "Netflix plus HBO Max is going to be a dominant player in a lot of international markets. Netflix already has been real | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "Should this deal get past the next level of regulatory scrutiny, which is going to be, I suspect, very intense. ... Ne | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "So this works out to about 17%.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_00", "sp | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "WB shareholders are going to get $23.25 in cash and $4.50 in shares of Netflix stock for each of their WB shares.", "s | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "The deal, as of now, $72 billion, so $82.7 billion in total enterprise value. That's for the film and TV assets.", "st | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "The very dark, cynical take on this would be, that is why Netflix wants Warner Brothers so bad. Because it can slowly | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "Netflix has always said they don't see any one particular entertainment company as their rival. They see time, people | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "If they strangle the theaters, then they increase the habit of people watching at home on 83-inch, $400 televisions.", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "And then this would make Disney Plus catch up and then exceed Netflix.", "stance": "bearish", "signal_class": "predict | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "So if Netflix is going to strangle, Disney Plus is going to enable.", "stance": "bearish", "signal_class": "criticism" | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "CNN. Not part of the Netflix deal, not going to Netflix. I think clearly that would have faced regulatory hurdles that | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "Them having a 24-hour news channel globally on Netflix would have been a game changer.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "How can you say that Netflix is going to be anti-competitive here when they still have Disney Plus on the side and the | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "I think the fact that CNN is not part of this deal and is going to get spun off and could still be acquired by a more | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBVF7X2CEER3WGDZ8N7JYF5", "signals": [{"quote": "a startup like this needs to keep their burn low and have the right investors so you need to have like a Steve Jurvets | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "Go check out Tonebase. It's a really great company, but I saw in their update, BFCM. So that's the time to really get | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.", "s | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "They'll be with Grab in Malaysia and Singapore. They'll be with DD in China. They'll be with everybody.", "stance": "b | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "But WeRide and Uber have launched their robo-taxi in Riyadh.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "And what's notable here is their discipline. Their Series A fund is 750 million. ... And the fact that they've separat | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "The only challenge here is, when you're a Sequoia CEO, you have to then figure out, okay, which fund am I going to be | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAX0ZZKNZGDB9193YVE154", "signals": [{"quote": "I mean, that's why I started off by saying, this is Sequoia. This is not, you know. In Dresden. Yeah.", "stance": "bul | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBW9H4488K5EY0BWAH8Z3M", "signals": [{"quote": "i was asking because there's a great note in there s1 jason you'll love this uh they were talking about how they're us | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBW9H4488K5EY0BWAH8Z3M", "signals": [{"quote": "fiscal 25 and even more so essentially they're automating things jason static team size cost savings and uh it's helpi | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBW9H4488K5EY0BWAH8Z3M", "signals": [{"quote": "the company's investments in automation at the warehouse level in particular are going to help it hire 160,000 fewer p | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBW9H4488K5EY0BWAH8Z3M", "signals": [{"quote": "before 2030 you're going to see amazon which has massively invested in this replace all factory workers and all driver | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBW9H4488K5EY0BWAH8Z3M", "signals": [{"quote": "just take out perplexity is a great user interface they really know how to build slick interfaces", "stance": "bullish | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBW9H4488K5EY0BWAH8Z3M", "signals": [{"quote": "think about how much traffic they could spill over to duck duck go brave or perplexity or anybody in that kind of zone | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCENP1F88SCDV4HBDKH5AF7", "signals": [{"quote": "it was the idea to do that was tim draper's idea 100 and i not me and", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCENP1F88SCDV4HBDKH5AF7", "signals": [{"quote": "i just want to give credit to him because it was incredibly cheeky at the time to embed a commercial message involunta | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "The company's in the news today, Jason, because it just raised a billion dollars.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "our product has really resonated with customers. So we've been growing really fast. We've got more demand than we can | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "this new round of capital really uncontrains us from a capital perspective and is going to enable our next phase of gr | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "the paybacks are fast. It's a number of years, handful of years.", "stance": "bullish", "signal_class": "fact_claim", | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "Yeah, the idea is that as we develop new generations of the technology, our cost to deploy the marginal asset goes dow | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "So by vertically integrating our manufacturing here in Austin, we'll be able to take a ton of costs out of the system | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "A lot of the capital will go into battery CapEx. So, you know, the things that go through the factory, some amount of | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "So we do everything above the cell. So we take the cells and we design modules and the modules are part of a pack. And | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "They're not actually. There's lots of the companies that make the IP for the cells are Chinese companies, but they hav | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "So LFP really do have safety, right? So when you see, you know, safety risk with batteries, most of that is oriented a | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "I believe in the all of the above energy strategy. The reality is we have, we are in the midst of a generational incre | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "Our installs happen in a number of hours, so on the order of four to six hours with our current generation of hardware | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "Our next generation hardware that is, might I remind you, fully custom-designed and manufactured by BASE, is much fast | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "you can think about it as the Ferrari of batteries, right? And ours is really the, you know, the Camry, Corolla, you k | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "So there's, you know, on the order of 10 million single-family homes in Texas, 10% of 10 million is a million homes, r | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "The next question is about the data center build-out. So we are working on a product that we call Speed to Power, whic | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "Yeah, I think it could be the opposite actually where these hyperscalers are actually subsidizing the power costs for | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "The average single-family home in Texas with one battery is going to get about 24 hours of backup with kind of moderat | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "We're looking to expand in early 2026. So we haven't yet announced what our next market will be, but we hope to bring | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "shout out to Tesla for having a great hype video, but what they announced were more affordable EVs, Jason.", "stance": | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "this is the stripped-down version, which to me looks just like other Model 3s, so I think they found a pretty good way | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "These are much more affordable. The only difference is some of the trim and some of the components. If you look at the | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "Tesla's worth 1.43 trillion last time we checked in, and the company didn't really lose any steam over this set of ann | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "They need to put out the Model 2. I think this is a great step. I think the world wants a two-door hatchback, and then | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGS6DNSGWD27X93FK94X95", "signals": [{"quote": "I think the city distance to critical disengagement is the most important thing because it's going up quite dramatical | observed | artifact ↗ | 2025-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "I saw OpenAI and AMD are doing a deal.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Fri | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "And this deal comes on the heels of just two weeks ago or last week, Jensen putting $100 billion into OpenAI.", "stanc | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "And so this is very non-traditional, to say the least.", "stance": "neutral", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "So OpenAI is buying a lot of compute from AMD. Great. The money they're using to buy that is not AMD's money. AMD is j | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "That's my understanding of this. We do have an SEC filing in the case of the AMD offering. Which is where we got the o | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "Yes. As we record this, Jason, OpenAI is having its dev day. Thank you for everyone who tuned in to us live in contrav | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "The Roadster 2 is, I believe, coming this year or in another seven. This is like the vanity project of all vanity proj | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "he's frequently late, as I always tell people, frequently late, but never wrong. He always gets it done in the end and | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "So I think this could be the downward drift fan for the new Roadster 2.0.", "stance": "neutral", "signal_class": "pred | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "Well, they made their own. And yes, one of the features, the biodefense feature means it pushes air through very thick | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "It could also be something to do with HVAC. He's been building the HVAC systems in the cars to be super efficient. And | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "I cannot tell you how bullish I am about this.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": " | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "It's an exciting vision. I hope we live to see it.", "stance": "bullish", "signal_class": "endorsement", "speaker_name | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "It's going to get a little crowded up there, I think. And of course, you got to get the data back down to Earth. So th | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "They think that the biggest risk to this working is launch costs. So essentially, this company is a bet that SpaceX's | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "The reason I won't accept it before even hearing their next idea is three developers with an exit where I assume they' | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "it seems like there's a lot of like anti YC vibes on X right now it seems like a younger generation who finds them to | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "the investment in something like figure or something like open AI and then you put it into the mag 7 I don't think you | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "I think figure will be one of the top three I think Optimus will be number one figure will be in the top three four fi | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJ2PSH06DXGRMW0EBY5N9V", "signals": [{"quote": "yeah I mean that 10 hour shift is probably predicated on a human monitoring it", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "I think they probably did this right. They knew it was, when you use the Comet browser or any of these AI browsers, I | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hund | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "So getting continued growth and having more users sign up for free and then funneling the free users into the paid pro | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "Well, ironic because Reddit does have a deal with Google that pays them for access to their information. And as we tal | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "Maybe Midjourney should have done Vibes. Maybe they should have hired 10 more developers to do Sora, right? And make a | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minu | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "Employees in the company didn't put up as many shares as they could have in this tender offer, which people are taking | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "It has reached the absolute top of the iOS app store here in the United States, besting even ChatGPT, besting even Goo | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "It's Elvis. It may not look exactly like him, but it's not creepy. It's not in that uncanny valley. They've made it to | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "Yes, it is doing more in terms of figuring out... It's getting better at storytelling. It's figuring out narrative. An | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "And you've been very cynical about this category, let's be honest. Sure. You felt it wasn't good at jokes. It wasn't g | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCM3C8PCMHJ28WHDZWRD5VT", "signals": [{"quote": "here's how it would work with the New York Times and chat GPT or Grok and Disney, whoever you authenticate with your D | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMX7S4DNVBKB8518YQ8QGRJ", "signals": [{"quote": "i wish um the tesla optimus like hardware platform exists today because that can allow us to put our ai our foundation | observed | artifact ↗ | 2023-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWT27ENV85DNZVRHY5857M", "signals": [{"quote": "An example of this is Tesla's, which is to accelerate the world's transition to sustainable energy.", "stance": "neutr | observed | artifact ↗ | 2023-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP69RE0ZJ2RGV8PKZC4FE9H", "signals": [{"quote": "Well, and Elon at Tesla is building his own, um, you know, platform as well.", "stance": "neutral", "signal_class": "f | observed | artifact ↗ | 2023-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPNBNVPP65SMXR78EFTACW5", "signals": [{"quote": "I love driving this car. This is so much fun.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "L | observed | artifact ↗ | 2023-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPNBNVPP65SMXR78EFTACW5", "signals": [{"quote": "at that point we had taken in an investment from Daimler and Toyota who wanted board seats.", "stance": "neutral", "si | observed | artifact ↗ | 2023-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPNBNVPP65SMXR78EFTACW5", "signals": [{"quote": "I really every day thought this is going to be the greatest product of all time, not just car of all time, but greates | observed | artifact ↗ | 2023-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPNBNVPP65SMXR78EFTACW5", "signals": [{"quote": "being the first to do over the air updates. I mean, most car companies still don't do that. In fact, I'm trying to thi | observed | artifact ↗ | 2023-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPNBNVPP65SMXR78EFTACW5", "signals": [{"quote": "the trying to raise money for a car company when one had not gone public since Ford in, I think, 1954, it was impossib | observed | artifact ↗ | 2023-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPNBNVPP65SMXR78EFTACW5", "signals": [{"quote": "if you look at a Tesla, it's kind of like a next gen mobile phone on wheels.", "stance": "bullish", "signal_class": "a | observed | artifact ↗ | 2023-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPNBNVPP65SMXR78EFTACW5", "signals": [{"quote": "We started the company in 2003. And now the major OEMs are doing EVs. And how many years, you know, 20 years later, so | observed | artifact ↗ | 2023-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQKZSGFTVHG14KBA443CKGK", "signals": [{"quote": "I'm going to go with Tesla's robot... I just think the fact that they are going to have these rope general interest Te | observed | artifact ↗ | 2023-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQKZSGFTVHG14KBA443CKGK", "signals": [{"quote": "I think that one Tesla bot is going to be the one that could have the biggest impact. In other words, it starts workin | observed | artifact ↗ | 2023-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRFA6QXHP6GR0AVV9MBSAX1", "signals": [{"quote": "if you did invest at the time of that wired story in 2012 in tesla yeah you would have had a 245x so they had about a | observed | artifact ↗ | 2022-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRFA6QXHP6GR0AVV9MBSAX1", "signals": [{"quote": "at the time all the fomo all the froth all the bubble was about solar and tesla came out of that right", "stance": "bu | observed | artifact ↗ | 2022-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "Revenue up 56% year over a year is just insane on a big number.", "stance": "bullish", "signal_class": "fact_claim", " | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "Vehicle deliveries went up to 343,000. That's up 89,000.", "stance": "bullish", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "Automotive revenue was up 55% year over year, considering the supply chain issues. That's strong.", "stance": "bullish | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "When you look at the numbers, they're truly extraordinary.", "stance": "bullish", "signal_class": "assessment", "speak | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "Revenue 21.5 billion. ... cost of revenue 16 billion or so. And then on top gross profit ... 5.4 billion in gross prof | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "what is happening here is they've been able to control costs while increase revenue. And as that happens, uh, you beco | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "the idea that you would keep costs that flat in terms of factories and production and making cars and have your revenu | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "and other things in this net profit, obviously, but they're talking about doing a stock buyback,", "stance": "neutral" | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "So the great companies in the world, it seems, uh, Tesla, and, uh, you know, here, uh, and thanks to our friends at Y | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "I had talked about this previously. Like imagine if you could, with your followers, send a tweet, uh, or a DM to just | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "Business for businesses. Yes. Absolutely.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "just show me no matter whether I am online or not. Right? Like, it shouldn't be a chance, whether I see something when | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "It's like, it's like saying they've made like a hodgepodge of tools. And really, yeah, that when you have spam in the | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "Just get rid of the $10 a month plan, because that's just, that's overthinking it, but if you really, it's overthinkin | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "completely earth shaking to do what you're suggesting first, but that would take a boldness.", "stance": "bearish", "s | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRMBBMKNBYRVMJ1J1YTRRND", "signals": [{"quote": "I think this is, you know, when you have a culture of no ads, and we build stuff, people want so much, they're willing | observed | artifact ↗ | 2022-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRWGYSRXQ0A80FDTKZBNMFY", "signals": [{"quote": "i got to see um tesla ai day and um this was really really amazing ... i have the full self-driving beta on my tesla i | observed | artifact ↗ | 2022-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRWGYSRXQ0A80FDTKZBNMFY", "signals": [{"quote": "tesla has no super shares you could literally buy the shares and vote out elon or anybody", "stance": "neutral", "sign | observed | artifact ↗ | 2022-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSFPT8Y7H09DAREPD3TC55M", "signals": [{"quote": "Greatest example ever would be the Tesla Roadster and the Tesla Model Y huge deposits, you had to put down your full a | observed | artifact ↗ | 2022-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4WSYC2SWMH90HXH6TNN06", "signals": [{"quote": "you're not seeing your uber eats driver or your doordash driver or your lyft or uber ride picking you up in a used tes | observed | artifact ↗ | 2022-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT9N3GC9G23Q6M0P8Q86M9V", "signals": [{"quote": "You know, like Tesla sell themselves. They don't have to do any marketing. You get into Tesla. You're like, I want one | observed | artifact ↗ | 2022-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTDCA3P2ZAXSGRK5RXCRCX7", "signals": [{"quote": "Tesla has proven that Apple has proven, right? Like we've seen, but beyond meat, impossible burgers, all of those have | observed | artifact ↗ | 2022-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM1MFP553NESBYC3341XE4", "signals": [{"quote": "let's remember that tesla one of the most successful companies of our generation in the world at the moment one of the | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTQG13GGTSBE9PHW3G3CR2G", "signals": [{"quote": "the latest uh you know breaking news today about tesla pausing hirings and uh", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2022-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTRXJ86CZDPV7SXX2AJST01", "signals": [{"quote": "anyone who wishes to do remote work must be in the office for a minimum (and I mean *minimum*) of 40 hours per week or | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTRXJ86CZDPV7SXX2AJST01", "signals": [{"quote": "Tesla has and will create and actually manufacture the most exciting and meaningful products of any company on earth", | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTRXJ86CZDPV7SXX2AJST01", "signals": [{"quote": "This isn't will not be happening by phoning it in", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "Total revenue for Tesla, 18.7 billion dollars. That is up 81% year over year. 81 and up 6% quarter over quarter net in | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "the fact that they have a full supply chain materials in one side has always been the vision for Elon and then cars co | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "over a multi year horizon, we expect to achieve 50% average annual growth and vehicle delivery. So 310,000 vehicles in | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "you start to really look at legitimate competition to the existing car makers, right? This no longer terms of scale is | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "We're also working on a new vehicle that I alluded to at the Giga Texas opening, which is a dedicated robo taxi that's | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "the robo taxi and their robotics, just basically robot project Optimus, I think are the things that are most intriguin | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "Like the person who was watching, tragically decided, in the first version of it, he'd watch Harry Potter. Like, is th | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "I mean, look, I think we're going to get there because eventually it will become widespread enough that it becomes a c | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "So congratulations to Tesla. And as I said to the shorts years ago, don't bet against the guy who could land two rocke | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "I was surprised that people did not realize the magnitude of the optimist robot program. The importance of optimists w | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "Well, now, if you've got a robot that walks like a human, let's just say five miles per hour, 12 minute mile. So if yo | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "now you have the choice fly to LA or it's 50 bucks to take a Tesla and you have your own cabin for eight for 400 bucks | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9YS8KCCNKAYJ177P1MYP4", "signals": [{"quote": "the idea that you could recapture that time, uh, if you just think about the second order effects, that's gonna have o | observed | artifact ↗ | 2022-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW5EXR3N3K3DQJR88GKY9QB", "signals": [{"quote": "And then there are some things that Tesla's really spoiled me about. Like, why do I still have to turn this car on wit | observed | artifact ↗ | 2022-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW5EXR3N3K3DQJR88GKY9QB", "signals": [{"quote": "I mean, that's the one that just in consumer reports beat out the Tesla Model three as a top.", "stance": "bearish", " | observed | artifact ↗ | 2022-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWDRNMRVYVW6FBKQXW5EF6N", "signals": [{"quote": "Well, Elon made a huge contribution. To be sure, he's now built a company that's more valuable than the next 10 automo | observed | artifact ↗ | 2022-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWDRNMRVYVW6FBKQXW5EF6N", "signals": [{"quote": "And I guarantee you, Mary Barra, who we interviewed for the book of General Motors, the CEO of Ford, they're paying cl | observed | artifact ↗ | 2022-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWDRNMRVYVW6FBKQXW5EF6N", "signals": [{"quote": "And honest truth is, most people are buying Teslas because they're better vehicles, not for the climate benefits, whic | observed | artifact ↗ | 2022-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWDRNMRVYVW6FBKQXW5EF6N", "signals": [{"quote": "You know, you can only lose one times your money. And, and so I, my partners and I made a bet on Fisker, instead of on | observed | artifact ↗ | 2022-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "I thought when they moved to the cheaper cars, they were going to have, ah, so, um, you buy a Model S, you pay a lot o | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "I think it's manufacturing and sourcing a lot. Um, and I think Tesla has shown that with scale, they will improve. I m | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "2021 full year revenue, $53 billion, up 71% year over here. That's just bonkers. Q4 was a juggernaut. $17 billion, up | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "Model SX production was down 19% year over year. I think that is because they're so busy building the other cars. Beca | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "I remember visiting the factory when they were first building some of them and there was this tension of like, what in | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "the silent, like the secret deadly weapon of the Tesla in the Tesla universe is this supercharger stations up 36% year | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "Tesla is shitting gold all over the place while also managing to build out its supercharger network and drive to go ba | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "And then think about that a million cars paying 20 bucks a month for connectivity. And then maybe there's going to be | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "But its stock is still really expensive. Like you have to buy into that entire growth story to make the, the multiples | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "I wouldn't, I wouldn't pick Tesla today. I feel like the upside is priced in because people are enthusiastic about the | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "Yes, they are killing it. Yes, they are default alive. Yes, right now. If you are really looking for a, a, a day to da | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "Uh, right now price to sales. Uh, so the price of the entire company and the sales 53 billion, uh, is 16.2, which is p | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "I, I think that's part of the story here is that Tesla is a much cleaner cap table.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "The, the carbon offset sales is, is declining in importance. In fact, that's one of the things I've been checking for | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "it is fair to say both that Tesla has gotten where it wants to go and probably will only continue to do that.", "stanc | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWJADRFWPKC5XWK6E01AGH7", "signals": [{"quote": "And, but if it's going to be your only car, that supercharger network is like, it's killer.", "stance": "bullish", "si | observed | artifact ↗ | 2022-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWW4B385FM8F6M0JW5VJS01", "signals": [{"quote": "a lot of new electric cars are coming to the market, mainly from Toyota and Volkswagen, which are going to invest a co | observed | artifact ↗ | 2022-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWW4B385FM8F6M0JW5VJS01", "signals": [{"quote": "this was always Tesla's vision and Elon's vision was we want to inspire people to make more cars. So I think it's abso | observed | artifact ↗ | 2022-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWW4B385FM8F6M0JW5VJS01", "signals": [{"quote": "Tesla still is the only car that I would buy or tell people to buy because the range and the infrastructure can't be b | observed | artifact ↗ | 2022-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX38EC0W3TEWYB11DWF32TQ", "signals": [{"quote": "Tesla bought a bunch of crypto, very well for a while. And then it went down. And so they, you can actually read their | observed | artifact ↗ | 2021-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXBNV9VM4ABY2GGKCHSA5KY", "signals": [{"quote": "I think that's something Tesla is doing as well.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2021-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXBNV9VM4ABY2GGKCHSA5KY", "signals": [{"quote": "So I don't think that Rivian is going to really be able to beat Ford, they're certainly not gonna be able to beat Tesl | observed | artifact ↗ | 2021-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXBNV9VM4ABY2GGKCHSA5KY", "signals": [{"quote": "Oh, wow, Cybertruck has over a million deposits now. So 20 times what Vivian has.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2021-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXBNV9VM4ABY2GGKCHSA5KY", "signals": [{"quote": "Tesla was delivering hundreds of 1000s of vehicles, and was making all this progress on self driving, and had the supe | observed | artifact ↗ | 2021-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "lithium-ion batteries you know were commercialized in about the year 2000 for laptops um sony did that you know it was | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "the cost of the original battery pack in that roadster was somewhere in the forty thousand dollar range fifty thousand | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "the fear uncertainty and doubt that was being directed at you and and tesla was insane and you know we're driving the | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "and let's face it that was just a game changer in terms of luxury and who could be a potential customer", "stance": "b | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "you literally had executives from the corporate office on the line delivering cars i mean literally people who were in | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "it just shows what this combination of excellence from tesla and the product combined with a country that takes it ser | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "now that tesla has done this and succeeded um it is now inevitable that the ice engine will be retired and and we will | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "i 100 agree i mean we the we've passed the the threshold here the tipping point or whatever analogy you want to use yo | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "i don't think it would have happened as fast and i think you know we may still be you know bumbling along if tesla had | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "founders plus technology can change the world and you did so we're thankful for that", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "it kind of brought us to our knees you know for for you know a good year or two in the midst of that whole thing um yo | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "in Europe that have hit a million miles now they've changed their battery packs i think in the one i read about that h | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXS73K9Z3CP3BJGK0AXPXVM", "signals": [{"quote": "only a few hundred iphones you know can provide enough cobalt to make a new tesla battery pack really you know it's it | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTX81VGKGZ76VXKW2CAB0T", "signals": [{"quote": "tesla recently released a safety score for their drivers", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTX81VGKGZ76VXKW2CAB0T", "signals": [{"quote": "i can tell you unequivocally that tesla has made me safer driver because i put the speed limiter on so i no longer get | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTX81VGKGZ76VXKW2CAB0T", "signals": [{"quote": "tesla just gamified driving you're going to be a better driver because they are going to tell you exactly what you're | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTX81VGKGZ76VXKW2CAB0T", "signals": [{"quote": "so it's very easy to criticize tesla for autopilot and disengaging and yeah they're letting people use autopilot and p | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX4R0CWK0AW4S3M0F897BT", "signals": [{"quote": "going zero to 60 in four seconds or less is an absolutely crazy experience. And going in 1.9 seconds or under two seco | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX4R0CWK0AW4S3M0F897BT", "signals": [{"quote": "I really want the cyber truck. I think that looks amazing and dope.", "stance": "bullish", "signal_class": "endorsemen | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX4R0CWK0AW4S3M0F897BT", "signals": [{"quote": "I cannot buy a car without autopilot anymore.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "J | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX4R0CWK0AW4S3M0F897BT", "signals": [{"quote": "I like the 400 mile battery to me 400 mile battery, and the self driving, those kind of features to me are the attract | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXX4R0CWK0AW4S3M0F897BT", "signals": [{"quote": "I've been getting that 320 pretty consistently on my Model Y.", "stance": "bullish", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2021-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1JGN1JN24DFP5505TZNQP", "signals": [{"quote": "And then you can have this mixture that occurs in an up market because there's so much liquidity where people will con | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05V6W8PW6FDDXXS5A5GJR81", "signals": [{"quote": "Apple and Tesla basically said, it's kind of reasonably well managed, particularly on the chip side, and we see the wh | observed | artifact ↗ | 2022-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05V6W8PW6FDDXXS5A5GJR81", "signals": [{"quote": "Tesla obviously, you know, has a very deeply integrated supply chain team, whereas GM probably relied on subs who reli | observed | artifact ↗ | 2022-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05V6W8PW6FDDXXS5A5GJR81", "signals": [{"quote": "if you listen to Elon talk about unions and why Tesla is not a union shop, it's got nothing to do with wages. You know | observed | artifact ↗ | 2022-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VANPP1TS6ESTSES4XS72B", "signals": [{"quote": "bill ackman uh came over the top he's buying a ton of uh netflix and tesla just absolutely flipped to becoming a money | observed | artifact ↗ | 2022-01-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VANPP1TS6ESTSES4XS72B", "signals": [{"quote": "had a ridiculous quarter revenues up 53 to 53 billion up 71 percent year over year q4 revenue 17 billion 65 percent ye | observed | artifact ↗ | 2022-01-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VTT9A37JHHQNAKRWSYAHD", "signals": [{"quote": "i think the f in fang should be replaced with the t of tesla and be tang", "stance": "bullish", "signal_class": "endor | observed | artifact ↗ | 2021-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WAV0M34ZH0VFAWS5H2218", "signals": [{"quote": "a different version of this idea which makes sense is in autos again trillions of dollars of market cap and you can ma | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WP33S7QD1PKG22NFPDPP5", "signals": [{"quote": "tesla isn't even the car company that's most affected by this you know the big um you know traditional american auto c | observed | artifact ↗ | 2021-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WP33S7QD1PKG22NFPDPP5", "signals": [{"quote": "elon runs the tesla factories when they're building which is 24 hours a day overlapping shifts just get a sense of urg | observed | artifact ↗ | 2021-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WP33S7QD1PKG22NFPDPP5", "signals": [{"quote": "your tesla tesla just went out and did this massive deal um in caledonia to source you know some mineral that they nee | observed | artifact ↗ | 2021-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZDBJXYH0X1629MNS3MQSB", "signals": [{"quote": "i do kind of feel like it's a meme stock like not that not that they're not doing business you know making money whate | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0614GPXSJTHKK41ZSEVG312", "signals": [{"quote": "And so overall, the cost per vehicle of our system, we believe, is roughly an order of magnitude less than what other | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0614GPXSJTHKK41ZSEVG312", "signals": [{"quote": "I'm one of, you know, an early investor when it was public. I had IPO shares, literally, and I own the first Model S a | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0614GPXSJTHKK41ZSEVG312", "signals": [{"quote": "I don't think that on the technical side, if you spent time within Waymo, within Neuro, within Tesla, I don't think yo | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0614GPXSJTHKK41ZSEVG312", "signals": [{"quote": "But I think the larger delta, particularly on the Tesla side, is really which sensors are you using? You know, how com | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061CBY05HA62AKXQ0C5C8XP", "signals": [{"quote": "i believe optimus is going to be the greatest product ever created by humanity including the wheel in this obviously i | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061CBY05HA62AKXQ0C5C8XP", "signals": [{"quote": "like the rollout of robotaxi with tesla i think they're probably picking and choosing a little bit and no shame to tha | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061CBY05HA62AKXQ0C5C8XP", "signals": [{"quote": "i believe optimus is going to be the greatest product ever created by humanity including the wheel in this obviously i | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M061CBY05HA62AKXQ0C5C8XP", "signals": [{"quote": "these robots are going to become the best selling products in the history of humanity and they're going to change the | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063C742B0EGJYRCMYVHTP07", "signals": [{"quote": "people are saying, oh my God, FSD is going to take over the world. Oh my God, FSD is not going to work. It's not ready | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063C742B0EGJYRCMYVHTP07", "signals": [{"quote": "all of that goes back into the models, goes back into your arsenal as a founder, and you can make a better product. So | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067KC1ZMS6CSM2BP8EGFMH2", "signals": [{"quote": "for x ai which is now x ai plus x formerly known as twitter to be part of tesla because that would put everything toge | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067KC1ZMS6CSM2BP8EGFMH2", "signals": [{"quote": "i would love to see starlink as part of tesla i know this sounds crazy but imagine every tesla had a starlink built in | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067KC1ZMS6CSM2BP8EGFMH2", "signals": [{"quote": "people are now reporting that are watching tesla's fleets in and around the austin area that they are doing lidar mapp | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067KC1ZMS6CSM2BP8EGFMH2", "signals": [{"quote": "i think there's enough interventions that they need that safety driver i think putting the safety driver in the passen | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067KC1ZMS6CSM2BP8EGFMH2", "signals": [{"quote": "when we saw you know there were maybe a dozen instances where people thought that teslas could have done better one or | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067KC1ZMS6CSM2BP8EGFMH2", "signals": [{"quote": "i have hardware four uh which i believe is what's on the robo taxis that's what ilana said it's the same software stac | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "I'm going to guess six months, 12 months, somewhere between six and 12 months, the safety monitor can come out.", "sta | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "if you examine, you watch these videos, taken by super fans, it's still very impressive. They're able to do the majori | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "Tesla's up like 10% today. Keep in mind, guys, for a stock trading around the trillion dollar mark, that means a hundr | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "There'll be other jurisdictions that say, hey, Tesla's approach is just fine.", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "Every city they go to, they're going to have hundreds of these interventions that have been necessary. The question is | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "that'll be an easy concession for Tesla to make, I think. I think it'll be conservative in terms of like their approac | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "Tesla has come here after Weibo already reached scale... being second is not the worst thing in the world.", "stance": | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "I think that's actually might be a really power move by Tesla is to say, where is, where isn't Waymo? A Waymo isn't in | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "What you're really in a race here in this infinite game is car ownership. And in that way, everybody's on the same tea | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "Tesla becomes a very interesting company, right? Because they are still selling cars. So car ownership matters to them | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "I think we're going to get to 20% of rides will be done in a robo taxi, a Zoox, a Waymo, an Uber, a Volkswagen, a Tesl | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "Volkswagen made an announcement last week that they're going to sell ID buzzes with self drive, full self driving to a | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068HCBYKR6JWEG40GBD7Y4W", "signals": [{"quote": "So now you'll have really three players. You can commercially buy as a consumer, a self-driving car from, so you could | observed | artifact ↗ | 2025-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069DR03NVVBSRCZFC3G9X20", "signals": [{"quote": "eventually maybe 25k to start 15 at scale and i think they're gonna scale it you know that might be the kind of thing | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069DR03NVVBSRCZFC3G9X20", "signals": [{"quote": "with the cyber cab coming the two seat what they're reporting might cost 15 20 25k you know", "stance": "neutral", "si | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "i think in this case it will not be winner take all it will be three winners take most and those three winners will be | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "create this robo taxi the specific two-door one and be able to produce 10 million of those a year and he will take the | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "frankly i think bodes well for elon and company because if the tech has gotten this far maybe it's the right time to d | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "how big of a part of tesla's success is their generalized driving technology waymo started with constrained areas and | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "elon restated yesterday hey we're gonna have these austin testing units out at the end of the month wisely um it seems | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "this is going to be a very consequential month i would say july will be the consequential month it's only opening up 1 | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "i just ordered my second model y", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_18", " | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C4556DD3VWDR6TJKEV95M", "signals": [{"quote": "if i was advising elon and i am not or tesla writ large which i am not i would have put the safety driver in for the f | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ES59EDMGXN89F12CTFQ5W", "signals": [{"quote": "I saw today, they're letting people transfer the self-driving again. So that's like, was the blocker for me. Like I ha | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ES59EDMGXN89F12CTFQ5W", "signals": [{"quote": "on the Tesla Model Y refrigerator, uh, because Tesla has so many fans, Jason, there's actually a bunch of different re | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ES59EDMGXN89F12CTFQ5W", "signals": [{"quote": "you see this with Teslas because the owners also like to geek out about the cars.", "stance": "bullish", "signal_class | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ES59EDMGXN89F12CTFQ5W", "signals": [{"quote": "Waymo's already there at a very high price. So Waymo's in the game, Tesla's almost there, imminently there.", "stance" | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ES59EDMGXN89F12CTFQ5W", "signals": [{"quote": "Tesla announces something, Uber goes down, Uber announces something, Uber goes up, Waymo announces something, Uber goe | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ES59EDMGXN89F12CTFQ5W", "signals": [{"quote": "Tesla has been giving mixed signals. Is there going to be a safety driver? Is there not going to be a safety driver in | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ES59EDMGXN89F12CTFQ5W", "signals": [{"quote": "BYD in China is probably saying, you know what, we have to get this on the road in Europe and South America before Elo | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "fsd uh on hardware three which is what i have is a distinctly different experience than hardware four yes", "stance": | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "i believe in the last i know in the last uh tesla call and somebody could fact check me if i'm if i'm wrong here elon | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "i think that it's pretty clear i'm going to go ahead and guess hardware four gets it right hardware three doesn't", "s | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "he ran this test with the model y jason i think three separate times he had to apply the brakes manually each time", " | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "the tesla server truck did a great job stopped early stopped very calmly didn't slam on the brakes to the last minute" | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "having it stay in the lane and having it stop before a bicycle goes across it we we know it's going to do that 100 of | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "the maps waymo tesla zoops ain't nobody gonna get that right in texas i can tell you that y'all", "stance": "bearish", | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HZA5BC3EVQZG2EVZ6AY0T", "signals": [{"quote": "it's out there you know being beta tested with beta testers who have to remain vigilant they they are", "stance": "neu | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J56FV6BEFJRQAH8YD1KKR", "signals": [{"quote": "It's an American car company. It's the one successful one.", "stance": "bullish", "signal_class": "assessment", "speak | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J56FV6BEFJRQAH8YD1KKR", "signals": [{"quote": "Well, I mean, it was an electric car. They cared about the environment. And it's done more to change the fate of globa | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J56FV6BEFJRQAH8YD1KKR", "signals": [{"quote": "based on my firsthand experience using a Tesla every day, I often put it in full self-driving without the address. And | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J56FV6BEFJRQAH8YD1KKR", "signals": [{"quote": "he's pretending this is a test of the overall Tesla system, but it's actually just a test of this one feature.", "stan | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JEJ4Y49DZHCP0PH27VWPT", "signals": [{"quote": "guaranteed fsd doesn't also a human is not going to get this right but nobody can see through fog except for it's goin | observed | artifact ↗ | 2025-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JMTK0ZKKQ650R78T7J4JP", "signals": [{"quote": "the merger is complete elon musk and donald trump collaborators in the rationalization of the federal government are n | observed | artifact ↗ | 2025-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MW0353FTKWP1PD6GBS58G", "signals": [{"quote": "And I think that's going to be the big war of the next decade. It's going to be Tesla doing it on their own.", "stance | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MW0353FTKWP1PD6GBS58G", "signals": [{"quote": "to me, the major car companies are at risk of being essentially replaced by, you know, BYD fleets, Tesla fleets, Waymo | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MW0353FTKWP1PD6GBS58G", "signals": [{"quote": "Waymo is on the road now there's six or seven players in China and Tesla's not on the road yet. So in 18 months, let's | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MW0353FTKWP1PD6GBS58G", "signals": [{"quote": "So that that's the other problem for Waymo and Tesla, I believe is this technology becomes commodified and then Toyota | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S513M1XT0EWJ2007MFV18", "signals": [{"quote": "so when we look at this model there was a big bet made by tesla and elon that was along the lines of we don't need lid | observed | artifact ↗ | 2024-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S513M1XT0EWJ2007MFV18", "signals": [{"quote": "i think tesla's made it clear that they're not going to work with the aggregators and they want to be the aggregator a | observed | artifact ↗ | 2024-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S513M1XT0EWJ2007MFV18", "signals": [{"quote": "i'm bullish on this approach it was great to see tesla move that way in the last couple of years i think there's a lot | observed | artifact ↗ | 2024-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S513M1XT0EWJ2007MFV18", "signals": [{"quote": "yeah alec yeah so they're about two percent of the market maybe more", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2024-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S513M1XT0EWJ2007MFV18", "signals": [{"quote": "i think it plus five or ten grand so you just buy it one time but i think they've been doing a subscription", "stance" | observed | artifact ↗ | 2024-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TPFDG4RD1FEDAJP6WG3ZN", "signals": [{"quote": "I think it's like the most interesting thing is when you think about a house that could have an electric vehicle with | observed | artifact ↗ | 2024-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TPFDG4RD1FEDAJP6WG3ZN", "signals": [{"quote": "If he said that that might take a big, it might give a hit to Tesla stock.", "stance": "bearish", "signal_class": "pre | observed | artifact ↗ | 2024-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TPFDG4RD1FEDAJP6WG3ZN", "signals": [{"quote": "Tax credit goes away. Every non Tesla, major American car company pulls back from electric and then the electrificatio | observed | artifact ↗ | 2024-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WPC7H1513Y8HPP6433GYB", "signals": [{"quote": "the self-driving car at the robo taxi event was pretty compelling.", "stance": "bullish", "signal_class": "assessment" | observed | artifact ↗ | 2024-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WZCZCQ1CMBHQMRNEKZB9J", "signals": [{"quote": "Tesla went from a money losing machine to a money printing machine.", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2024-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06X436KNA0AXHEHSD7ZF3A7", "signals": [{"quote": "So it works in a controlled environment. So on a grid system, it's ready to go now, but you have regulators and regula | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06X436KNA0AXHEHSD7ZF3A7", "signals": [{"quote": "I think he said he could have those cars being manufactured. He, he, he, it was interesting because he was like kind o | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06X436KNA0AXHEHSD7ZF3A7", "signals": [{"quote": "However, you know, just doing back of the envelope math, there are a billion rides a day in the U.S., a billion rides | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XQVQ7R2SH75RQDP35CA2Q", "signals": [{"quote": "needs somebody to be in the back you know with the safety harness on taking the packages and when it gets to a donatio | observed | artifact ↗ | 2024-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XQVQ7R2SH75RQDP35CA2Q", "signals": [{"quote": "this i think was not something we invented as something tesla did well but when you are a hardware company building a | observed | artifact ↗ | 2024-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XQVQ7R2SH75RQDP35CA2Q", "signals": [{"quote": "the cyber bus which you know doesn't have um solar on it because obviously they have uh you guys built out a huge supe | observed | artifact ↗ | 2024-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XQVQ7R2SH75RQDP35CA2Q", "signals": [{"quote": "when i bought the 16th roadster 150k down for the first 100 reservations when i bought my signature the model s i thin | observed | artifact ↗ | 2024-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M070GHN0XK1QQ8TSMK11AR7A", "signals": [{"quote": "tesla makes the cars and the software but they don't have a network so you know and they don't have fleet management s | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M071CEE1M77ZPTN9ZG3DMKQ8", "signals": [{"quote": "elon was an investor in tesla and trying to fix it because martin and the other guy were driving into a cliff and he h | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M071CEE1M77ZPTN9ZG3DMKQ8", "signals": [{"quote": "the company was going out of business", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "Jason Cala | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M071CEE1M77ZPTN9ZG3DMKQ8", "signals": [{"quote": "there were only a hundred of those made originally the tesla roadster so you know and they were producing one every tw | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0725W7QQFDEG58MH60MYP0X", "signals": [{"quote": "I drive, uh, Tesla full self-driving every day. I can tell you it is absurdly impressive. It's got, I would say nine o | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0725W7QQFDEG58MH60MYP0X", "signals": [{"quote": "And then I think Tesla could be number two or even number one, but I think the big winner is Uber, um, and BYD.", "sta | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0725W7QQFDEG58MH60MYP0X", "signals": [{"quote": "Tesla has a massive fleet already out there waiting to be woken up.", "stance": "bullish", "signal_class": "fact_claim | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0725W7QQFDEG58MH60MYP0X", "signals": [{"quote": "I actually think this could all become commodified. If somebody starts an open source project that actually works in t | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0725W7QQFDEG58MH60MYP0X", "signals": [{"quote": "That's their secret sauce. And you know, the thing about Tesla is when they do figure this out. They have, I think $30 | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0725W7QQFDEG58MH60MYP0X", "signals": [{"quote": "we're going to just produce a million cars a year and put them into the robo fleet. And then next year we'll put 2 mil | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0725W7QQFDEG58MH60MYP0X", "signals": [{"quote": "It's not 30 billion in cash. It's 30.7 billion.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": " | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M073CPDEM8A6T0F0X3SXETR8", "signals": [{"quote": "Tesla already has a robot, the Atom system. It's functioning today. It functions today using the vision systems that T | observed | artifact ↗ | 2024-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M073CPDEM8A6T0F0X3SXETR8", "signals": [{"quote": "What's going to happen is it'll do simple tasks in a, in the factory, which is a huge advantage for training data, lea | observed | artifact ↗ | 2024-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M079AG17NNTCGDSJYWDG69M7", "signals": [{"quote": "yes tesla did get sued for the dealer network right trying to go direct that got them sued", "stance": "neutral", "sig | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M079AG17NNTCGDSJYWDG69M7", "signals": [{"quote": "or you could miss out on tesla and spacex because they were doing hardware intensive things deep tech that was like ho | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AZ3QAY0A1NSAC7QPC3QJY", "signals": [{"quote": "Right. And that is closer to an elegant integration of the existing human driver's traditional software and advances i | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07KK8ZDYMTFZB733JBKV3D4", "signals": [{"quote": "uh elon over at tesla built uh supercomputers and his own silicon and yeah with dojo", "stance": "neutral", "signal_cl | observed | artifact ↗ | 2024-01-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YFQNX61D3FE83SX7D83BH", "signals": [{"quote": "If you think about what we're doing right now with the cars, Tesla is arguably the world's biggest robotics company be | observed | artifact ↗ | 2021-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YFQNX61D3FE83SX7D83BH", "signals": [{"quote": "As I said, you know, they have so many miles driven with their robotic cars and their AI driven cars that this is actu | observed | artifact ↗ | 2021-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YFQNX61D3FE83SX7D83BH", "signals": [{"quote": "The solar powered supercharging network, there are solar powered superchargers, but the supercharger network has grown | observed | artifact ↗ | 2021-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Z0M683PV0FSX2GYGRS4PR", "signals": [{"quote": "now you look at tesla they were not the first battery power car in fact everybody had given up but elon found a really | observed | artifact ↗ | 2021-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Z0M683PV0FSX2GYGRS4PR", "signals": [{"quote": "and that's what tesla did with the roadster it appealed to people who were sports car aficionados technologists and pe | observed | artifact ↗ | 2021-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "Tesla had an incredible q2 earnings call reporting over a billion dollars in profit", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "over a million cars a year now. That's just mind blowing being a Tesla superfan for all these years as a as a customer | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "Tesla had an incredible q2 earnings report. Congratulations to the Tesla team over a billion dollars in profit, which | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "Tesla is becoming a cash machine so much so that must is continuing to ramp up up capex levels while the company is st | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "their current capacity is 1.05 million vehicles a year spread between California and Shanghai. They are growing quickl | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "revenue from this division grew 62% from the previous quarter, more than 116% from the same quarter in 2020.", "stance | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "for the first time, the total cost of producing and distributing these energy storage products was lower than the reve | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "Tesla noted it owns about 1.3 billion in digital currency.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "Tesla is really an energy company, the cars are about one piece of that stack, your home having solar and having a pow | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "the full self driving stuff... people with the beta are really starting to complete, you know, more and more complex d | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081HR8E62BEDAWNC8R0JWDM", "signals": [{"quote": "They've worked really hard. And the proof is in the pudding. The products incredible. And people who own Teslas, you k | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086AAXH3S4VJ7P5NN1Y8SR8", "signals": [{"quote": "Elon Musk actually actually had some comment like this. At some point, it was a couple of years ago, where he said tha | observed | artifact ↗ | 2021-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M088QC1QRCD431RZ9166TJX5", "signals": [{"quote": "Tesla has made the model s that are they made the roadster the s the x, the three and then I think the culmination of | observed | artifact ↗ | 2021-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0895V65DPXQC078JPM3HHK9", "signals": [{"quote": "So it looks like Elon bought 1.5 billion through Coinbase. Wait, through Coinbase?", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0895V65DPXQC078JPM3HHK9", "signals": [{"quote": "They've made 600 million now in profits.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0895V65DPXQC078JPM3HHK9", "signals": [{"quote": "I mean, the way Tesla's run. It's a treasury asset. Like it's, it's like the, I mean, we, in some ways we should say, | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0895V65DPXQC078JPM3HHK9", "signals": [{"quote": "Yeah. Well, the first thing to know is that Tesla raised $12 billion in equity offerings last year.", "stance": "neutr | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0895V65DPXQC078JPM3HHK9", "signals": [{"quote": "So 2020 they, they, they do the responsible thing that you should do as a CEO of fiduciary responsibility. They are li | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6RQGC998HA6CFEAQYAWCW", "signals": [{"quote": "Elon is pursuing the same strategy with Tesla, but he couldn't start there.", "stance": "neutral", "signal_class": "as | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6RQGC998HA6CFEAQYAWCW", "signals": [{"quote": "that thing, as people know, was based on the Lotus frame and all the parts came from different places.", "stance": "ne | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6RQGC998HA6CFEAQYAWCW", "signals": [{"quote": "Just like if, you know, right now Tesla is buying batteries from Panasonic, wherever they buy them from. If they make | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7SGKZ89VZADPY4GAAHRPC", "signals": [{"quote": "We used to actually not sell Teslas at all because pricing them was a little bit difficult, but now there are enough u | observed | artifact ↗ | 2020-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8047H0AYF9GJ9MGDVTSH7", "signals": [{"quote": "If you look at Elon, he just did battery day. He's in year 11 or what is well past year 10 in Tesla's. So yeah, he's g | observed | artifact ↗ | 2020-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8047H0AYF9GJ9MGDVTSH7", "signals": [{"quote": "And he's got the car, the Model Y, I just traded in my Model 3 for a Model Y. The Model Y is like 50% better than the | observed | artifact ↗ | 2020-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8686GG162SYRN2DP1X3SX", "signals": [{"quote": "Why would he go into competition with Tesla Cybertruck or the Ford F-150? I mean, these are big competitors to go up a | observed | artifact ↗ | 2020-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8686GG162SYRN2DP1X3SX", "signals": [{"quote": "you have a industry leading company like Tesla", "stance": "bullish", "signal_class": "assessment", "speaker_name": "S | observed | artifact ↗ | 2020-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8C6FSM8BRW4CB92Y7ZGED", "signals": [{"quote": "They change it every month. I think right now it's, I think right now you get the first one built in, like basic autop | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8C6FSM8BRW4CB92Y7ZGED", "signals": [{"quote": "Yeah, we're on team camera.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "John Hayes", "speak | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8C6FSM8BRW4CB92Y7ZGED", "signals": [{"quote": "So the majority of collisions that occur with with Teslas, we don't have good data on Uber, uh, are usually we would s | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8C6FSM8BRW4CB92Y7ZGED", "signals": [{"quote": "And then you can see that warning directly in the owner's manual. In the, in the, in the Tesla autopilot owner's manua | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8C6FSM8BRW4CB92Y7ZGED", "signals": [{"quote": "So Elon made the right bet there. Waymo was wrong. Tesla was right.", "stance": "bullish", "signal_class": "endorsemen | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8C6FSM8BRW4CB92Y7ZGED", "signals": [{"quote": "It's just not as good, not even close to as good, I would say, as the Tesla's.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABFXBE7VYC0B0W040CE0B5", "signals": [{"quote": "And there's a new wave, um, especially the, Tesla's 12.0 release, which is end-to-end deep learning, end-to-end machin | observed | artifact ↗ | 2024-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABFXBE7VYC0B0W040CE0B5", "signals": [{"quote": "I would say in this game, Elon's probably the furthest along. Primarily Elon is. Tesla's probably the furthest along i | observed | artifact ↗ | 2024-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABFXBE7VYC0B0W040CE0B5", "signals": [{"quote": "Number two is they have the unique ability to run machine learning models or end-to-end models in shadow mode. So even | observed | artifact ↗ | 2024-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABFXBE7VYC0B0W040CE0B5", "signals": [{"quote": "They put the sensors in every car, whether you buy FSD full self-driving or not, the sensors are in there. So they cou | observed | artifact ↗ | 2024-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH939QYMT8W9P48EV6GP7K", "signals": [{"quote": "adding to it millions of cars a year yes but 10 of those decide to put in the network which seems like a pretty good n | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ545ZHPN556APPGQEW15J", "signals": [{"quote": "I own the 16th Roadster ever made. I've been a fan of Tesla since the beginning. I've owned every one of their cars. A | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ545ZHPN556APPGQEW15J", "signals": [{"quote": "Yeah. Very similar to that. Um, but we don't ever build on speculation. So Tesla goes out and puts these chargers all | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ545ZHPN556APPGQEW15J", "signals": [{"quote": "Well, even like, even our, even our hydrogen, if you have 60 kilograms, that's only like 120 pounds. You know, it's li | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ545ZHPN556APPGQEW15J", "signals": [{"quote": "So in cars, battery's awesome, man. This is the thing. We're honest with people because we sell both battery and hydro | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ545ZHPN556APPGQEW15J", "signals": [{"quote": "I prefer the Tesla car because of the software and how easy it is to use. But I, and I despise Jaguar with their softw | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVHKN4EB6QNAFZ438FR541", "signals": [{"quote": "you had 160 times uh price to sales ratio for tesla when it first came out 160 times right you take this two or three | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVZMSM2QK3F97N2ZRBYNH5", "signals": [{"quote": "we've raised two and a half billion dollars in private capital we're pouring that into r d", "stance": "bullish", "sig | observed | artifact ↗ | 2026-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVZMSM2QK3F97N2ZRBYNH5", "signals": [{"quote": "our real flagship product is corsair and when you talk about again the the scenario in the straight of four moves and | observed | artifact ↗ | 2026-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVZMSM2QK3F97N2ZRBYNH5", "signals": [{"quote": "using large numbers of autonomous vessels you can combat these threats in completely different ways you can offer scal | observed | artifact ↗ | 2026-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVZMSM2QK3F97N2ZRBYNH5", "signals": [{"quote": "our investors are giving us the capital to go do it they're actually entrusting us with that capital that's the revers | observed | artifact ↗ | 2026-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1H0YHKF45G2XNP00012SGVG", "signals": [{"quote": "So really the reason that we're building, starting with this size aircraft, the 30 seater is that it's all that power | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASRJAPA0Y66XWFYVVFF0G5", "signals": [{"quote": "Tesla and Tesla paid their loan back and they paid it back, uh, with the interest ahead of schedule.", "stance": "bull | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASRJAPA0Y66XWFYVVFF0G5", "signals": [{"quote": "They did build in Tesla, $1.5 trillion company that would have argued for them to have warrants.", "stance": "bullish" | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JFYSEZ74CQPGVPHJPXXQN7", "signals": [{"quote": "there's an R and D fab that we're building in Austin. Uh, that's a collaboration between Tesla and SpaceX.", "stance": | observed | artifact ↗ | 2026-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2JGKENJ2NGT2KMFV374GN80", "signals": [{"quote": "when did waymo take the self-drive the the safety driver out when did tesla start taking the self safety driver when t | observed | artifact ↗ | 2026-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG46XRWGQ9MZY6W0BM0X7Q", "signals": [{"quote": "I would argue no. I would say that that that that would have been very challenging for Google to see it through all of | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG46XRWGQ9MZY6W0BM0X7Q", "signals": [{"quote": "It would have been 20 but it would have been 20 or 30 billion dollars. It would have been an incredible price when you | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG46XRWGQ9MZY6W0BM0X7Q", "signals": [{"quote": "Could have bought it and it could have just died on the vine. Elon could have said, \"I'm not interested in this anymo | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG46XRWGQ9MZY6W0BM0X7Q", "signals": [{"quote": "Building things in the real world uh like making cars, Manufacturing. Yeah. that's a whole there's a reason why GM is | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THSJT8ETVKDYSYR50NK28W", "signals": [{"quote": "I expect there'll be at most a handful of companies that deliver on this technology because it's it's really hard and | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THSJT8ETVKDYSYR50NK28W", "signals": [{"quote": "I don't think there's going to be as many as like I don't see this becoming a commodity is the short answer maybe thre | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THSJT8ETVKDYSYR50NK28W", "signals": [{"quote": "tesla's building driver assistance technology it's a little different than um you know full self-driving capability th | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THSJT8ETVKDYSYR50NK28W", "signals": [{"quote": "you have teslas on the road that have the self-driving technology in it whether people buy it or not and they're just | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THSJT8ETVKDYSYR50NK28W", "signals": [{"quote": "it wasn't that the truck was white that was the problem it wasn't that there was a bright sky it was that it didn't lo | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJVBN75ARTGQ0N1P3J0WTT", "signals": [{"quote": "I have to admit that 20% of the reason I want to buy a Tesla is because of dog mode and I don't even own a dog by the | observed | artifact ↗ | 2020-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJVBN75ARTGQ0N1P3J0WTT", "signals": [{"quote": "I'm not sure that the concern for the environment has quite the same immediacy as fart mode or you know or in some cas | observed | artifact ↗ | 2020-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJVBN75ARTGQ0N1P3J0WTT", "signals": [{"quote": "suddenly you have this thing which is conversationally rich and you can sort of you know you can start talking about k | observed | artifact ↗ | 2020-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TM9K89A86WGWV9ZC6JAX4Y", "signals": [{"quote": "in my Tesla it used to be we get an update like every six months or a year back in the Model S days and they didn't ha | observed | artifact ↗ | 2020-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TT9K344YX3PACE36QP68EC", "signals": [{"quote": "I think it's gonna do okay. Is it gonna do under five x over 5 X or around five x over over cuz it's not about the lea | observed | artifact ↗ | 2020-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TT9K344YX3PACE36QP68EC", "signals": [{"quote": "by aggregation for me has now I think it's a great buy he's still involved in the Condor one more year no he's actuall | observed | artifact ↗ | 2020-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TT9K344YX3PACE36QP68EC", "signals": [{"quote": "the thing that surprised us though was who the new CEO is which is a guy with a theme park experience not a future med | observed | artifact ↗ | 2020-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTTRQ9A9ZWKSAB91F6T3JT", "signals": [{"quote": "Tesla you pass on X mistake", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "R | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWZWAJB0XC1X6QQ011B82K", "signals": [{"quote": "if you look at Tesla it's really the perfect example most people did not care about electric cars they had long forgot | observed | artifact ↗ | 2019-12-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWZWAJB0XC1X6QQ011B82K", "signals": [{"quote": "the market for electric cars like took decades the market for crypto might take decades", "stance": "neutral", "confid | observed | artifact ↗ | 2019-12-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZRW0PWDSQ8G33CPWJPK60", "signals": [{"quote": "Tesla same thing you order a Tesla it's easy you go online I would argue none of that is a breakthrough technology pro | observed | artifact ↗ | 2019-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V1F4RMHAX34V83V3ES92XW", "signals": [{"quote": "a Tesla used in a bank robbery would be like front-page news like a Tesla goes on fire people like Tesla is on fire li | observed | artifact ↗ | 2019-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V36K3ZYGEZJ7MF61YEVFN0", "signals": [{"quote": "it's not a drawback for Tesla to be a preemie if they have those margins and they want to continue to establish themse | observed | artifact ↗ | 2019-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V36K3ZYGEZJ7MF61YEVFN0", "signals": [{"quote": "but one thing to keep in mind though the growth of this company they had fantastic revenue growth over the last three | observed | artifact ↗ | 2019-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4MFKQN75R0E7ZR3C5QS66", "signals": [{"quote": "what do you think of his chip he really he put out a chip that he said is the most powerful one oh yeah I mean it's it | observed | artifact ↗ | 2019-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V89GTJ46HP3BG4C9RWYFHQ", "signals": [{"quote": "it's interesting the Tesla's I think they people are like why didn't I get my update and I'm like the reason is they p | observed | artifact ↗ | 2019-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V9GKQ2CWHK1FRZ85AYND32", "signals": [{"quote": "I mean I just watching these YouTube videos other people with their Tesla's and I'm just like this is why we can't hav | observed | artifact ↗ | 2019-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VA2HNKCS46WQVY96GKZSXR", "signals": [{"quote": "they're really building a whole generation of cars it does exactly that and there's all these features from the traffi | observed | artifact ↗ | 2019-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCAHWAD58QKCKKZP9P8083", "signals": [{"quote": "one of the reasons why Elon has been so successful is he was willing to double triple quadruple down he still does it | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCAHWAD58QKCKKZP9P8083", "signals": [{"quote": "he did that with Tesla and I'm like I'm having dinner with him one night back when Tesla was gonna fail in 2008 and um | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCF03A9XMKMKP1GJQW3V68", "signals": [{"quote": "I mean imagine Tesla right so Elon has built by any metric the best car on the planet like any Consumer Reports any ev | observed | artifact ↗ | 2019-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCKCRYWDMDTVQ4MAGR6BZK", "signals": [{"quote": "Tesla's self-driving is a little bit different from what we're trying to solve their self-driving is probably mostly i | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCKCRYWDMDTVQ4MAGR6BZK", "signals": [{"quote": "Tesla's self-driving is a little bit different from what we're trying to solve their self-driving is probably mostly i | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCKCRYWDMDTVQ4MAGR6BZK", "signals": [{"quote": "I have seen the Tesla cars learn where the paint is and in areas where the paint is not specific you can literally see | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCKCRYWDMDTVQ4MAGR6BZK", "signals": [{"quote": "Ilana is building his own 3d model of the world right he's building his own map company", "stance": "neutral", "confid | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDD0WWNVEAZRH4Z1M8CZHN", "signals": [{"quote": "I think the majority of people trust Tesla Apple and Amazon", "stance": "bullish", "confidence": 0.5, "signal_class": | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDD0WWNVEAZRH4Z1M8CZHN", "signals": [{"quote": "think about Tesla you're not gonna put an aftermarket stereo we're not ripping that out", "stance": "neutral", "confid | observed | artifact ↗ | 2019-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDY53F1C1H2E6Q84F2G9VM", "signals": [{"quote": "if Elan must takes the pedal off of Tesla well it could die so he's got no choice but to hustle", "stance": "bearish", | observed | artifact ↗ | 2019-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDY53F1C1H2E6Q84F2G9VM", "signals": [{"quote": "you eliminate dealerships from the car buying process like Tesla's done and they sell direct that's great nobody wants | observed | artifact ↗ | 2019-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE4K128AV62JAHCMHAWJQB", "signals": [{"quote": "let's take a Tesla with the sensors all that sensor data if you want it to send all that sensor data let alone a live | observed | artifact ↗ | 2019-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE4K128AV62JAHCMHAWJQB", "signals": [{"quote": "I think that the the challenge I think for the AV stuff is that you know is it always gonna be reliable enough a conne | observed | artifact ↗ | 2019-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VG8MK5YYFPXMQ40KVCHK43", "signals": [{"quote": "I did that with my Tesla yeah I sold like 30 Tesla's I'm not kidding that's and I have all the data and they gate they | observed | artifact ↗ | 2018-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJC4C41XX3YK4FQ5CDKWJE", "signals": [{"quote": "if you're in a dog fighting you're trying to build something that's gonna change the world let's say Tesla let's say F | observed | artifact ↗ | 2018-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK95DKJ4Q8J0JABTDBE4E4", "signals": [{"quote": "Tesla is such an important piece of the future because of energy and the Saudis and Norway they all know the oil they | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK95DKJ4Q8J0JABTDBE4E4", "signals": [{"quote": "he will stop at nothing to make the model three I love it well here's the other thing the tent is a permanent tent it' | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK95DKJ4Q8J0JABTDBE4E4", "signals": [{"quote": "he had such a crappy last year between quality control factory issues etc right he's building cars inside of tents", " | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK95DKJ4Q8J0JABTDBE4E4", "signals": [{"quote": "it was so obvious that he was gonna pull this off and so obvious he is gonna pull it off", "stance": "bullish", "confi | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKDBNB6N7QQJTPF8VEVBZQ", "signals": [{"quote": "we draft off Tesla in a sense of cosmic news good design and follow the best practices there have been tear downs of t | observed | artifact ↗ | 2018-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "I'll talk a little bit about Tesla the Schwartz belongs and a record quarter the stock is way up today on Wednesday in | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "there's a huge short interest", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "Tesla has had a hard time with their production hell", "stance": "bearish", "confidence": 0.8, "signal_class": "critic | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "the product is so good that the people who buy it are obsessed with it", "stance": "bullish", "confidence": 0.8, "sign | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "they only ship a couple of thousand of the roadsters but then they started shipping tens of thousands of the Model S a | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "the stock is up massively in the after-hours I think ten percent", "stance": "neutral", "confidence": 0.8, "signal_cla | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "I think he's engaged the haters probably a mistake", "stance": "bearish", "confidence": 0.8, "signal_class": "criticis | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "all that matters with a company like Tesla is the product and delighting users everything else will be worked out", "s | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "Tesla could raise more money at any point in time Tesla could take down a big investment from Masayoshi Son who put te | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "the shorts I think are crazy it's their right to short the company it's not their right to spread fear uncertainty and | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKJVYJCYQTAGPZZXDGBFVC", "signals": [{"quote": "I think Tesla is doing a good job of getting focused now on what matters the quality of the cars and how delighted the | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMMV38DNCXWPKEDH1D378R", "signals": [{"quote": "that's why at a company like Apple or Tesla Square comes to mind any of these companies with amazing design they have | observed | artifact ↗ | 2018-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMMV38DNCXWPKEDH1D378R", "signals": [{"quote": "if I bought a share of Tesla at the IPO of $15 and sold it at 150 or it's at 115 I haven't sold it I now know I'm 10x | observed | artifact ↗ | 2018-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMZJ8QBHPY9JGMXW3TVHNH", "signals": [{"quote": "I admire Elon for sleeping on the factory floor and saying hey we gotta get this thing fixed but I would not admire th | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP0FCK9C7WPRWPHREMT075", "signals": [{"quote": "if you look at the product Tesla is destroying their competitors they have really beaten Mercedes Audi and BMW in the | observed | artifact ↗ | 2018-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP0FCK9C7WPRWPHREMT075", "signals": [{"quote": "when they hit that this summer which they'll easily do I predict it's gonna take him two years to fill those orders so | observed | artifact ↗ | 2018-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP0FCK9C7WPRWPHREMT075", "signals": [{"quote": "yeah so just like fruit loops have like 30 percent more fruits Tesla's have 30% less robots they literally automate it | observed | artifact ↗ | 2018-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP0FCK9C7WPRWPHREMT075", "signals": [{"quote": "what's cool about the Tesla - is is from your model 3 think about where you started with the Roadster yeah the S the m | observed | artifact ↗ | 2018-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP0FCK9C7WPRWPHREMT075", "signals": [{"quote": "I think Tesla needs like one or two billion dollars it all it takes is somebody like Saudi Arabia's well fron you know | observed | artifact ↗ | 2018-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP0FCK9C7WPRWPHREMT075", "signals": [{"quote": "that's gonna be the big win that people are not actually watching that much of which is in Puerto Rico Kauai Australia | observed | artifact ↗ | 2018-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP0FCK9C7WPRWPHREMT075", "signals": [{"quote": "I think he says like they'll be by the end of the year they're gonna get to his thing is that they could be profitable | observed | artifact ↗ | 2018-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPK4Z7BA4RMT45JKKJ2VW2", "signals": [{"quote": "I just got it like two weeks ago on my Model X and it's the new version of driving it keeps you from ping-ponging in t | observed | artifact ↗ | 2018-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPK4Z7BA4RMT45JKKJ2VW2", "signals": [{"quote": "already the statistics show autopilot is four times five times safer", "stance": "bullish", "confidence": 0.7, "signal | observed | artifact ↗ | 2018-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQN0CSQDBGN47CWF27YEFA", "signals": [{"quote": "if you look at something like Airbnb or uber or Tesla or SpaceX these founders are gods they literally manifested a wo | observed | artifact ↗ | 2018-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQN0CSQDBGN47CWF27YEFA", "signals": [{"quote": "the original Tesla's and SpaceX all the details were there", "stance": "bullish", "confidence": 0.9, "signal_class": " | observed | artifact ↗ | 2018-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQN0CSQDBGN47CWF27YEFA", "signals": [{"quote": "when uber and lyft and Airbnb came out and even Tesla VC's did not want to be involved in Tesla originally a lot of VC | observed | artifact ↗ | 2018-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I'm not really sure I agree with like the it's not a mainstream vehicle it's pretty clear super mainstream having driv | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "the self driving works flawlessly down to five it's just perfect it's almost too perfect to have to say like I think G | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I think it's a flawless car", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speaker_name": "S | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I think it's a flawless car I heard from from someone in a position to know that that Tesla is intentionally underplay | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I will say I find myself when I leave the house and maybe it's because it's new I want to take the three I don't want | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "the 3 is I think the best car ever made I mean it literally is I think life-changing and it has 320 mile range", "stan | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "the competitive advantage of the moat that they're building that supercharger network is so massive", "stance": "bulli | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "this just solves a big complete completely makes that a non-issue the range anxiety was considered the big reason not | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I kind of feel like the press has it out for that or some members of the press have it out for them", "stance": "neutr | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I kind of feel like they just bashed Tesla like over it are we gonna make now the issue they're saying is how want the | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I think the tech press is generally pretty agile Ettore of Tesla but with the exception of calling a lot of attention | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I think the kind of thing you're talking about is more more maybe coming from the automotive and consumer press yeah I | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "I had a interview with Elon a few months ago and this topic came up and he said he said yeah actually last night I had | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSBV9E27F5917P40JN95J1", "signals": [{"quote": "almost every car has been late by some amount of time six months 12 months whatever they've always been slow but he's | observed | artifact ↗ | 2018-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "and the semi had some pretty outstanding and of course Elon is getting better and better at the drama at these things | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "it's an interesting space fool but actually mechanically it makes a certain amount of sense... it seems like a no-brai | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "it all depends on how expensive they are yeah and whether the superderek charging stations work", "stance": "neutral", | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "the cost savings on this could be twenty thirty percent I think Ilan said it would be at least twenty percent cost sav | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "if they can partner with big companies like a Walmart and that have defined routes... that actually gives them a way t | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "this seems to me to be perfectly reasonable and this should be coming first... on a freeway then it's really very dull | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "the specs are simply phenomenal... this can go zero to sixty in 1.9 seconds and has a top speed of 250 miles per hour | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "it's a great halo product... it actually creates what we call a halo effect on the brand to the showroom it gets peopl | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "it's exactly that it's the same thing that McLaren are doing and bagasse you're doing that's the thing you create an i | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "the model 3 to me is the big winner", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "I think the Tesla's proven it's a real business they'd know how to ship build the stuff a lot of cars and they notice | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "there's no reason for them to fall short the set expectations that they can't meet has done this in their history a co | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "it is not fair though that yes it the thing has been over promised", "stance": "neutral", "confidence": 0.8, "signal_c | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "the problem the the I would say almost consider most universally he's been late by six months or a year on some of the | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTGRX3PSZ1A39BDY7ST4B3", "signals": [{"quote": "my theory on it is is I actually think Elon thinks he can hit some of these things and then he adds so much awesomenes | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW7YZDCPMYFHFEV5JQAN57", "signals": [{"quote": "if you look at the evolution of batteries you you clearly see the similar patterns as Moore's law you know where every | observed | artifact ↗ | 2017-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW7YZDCPMYFHFEV5JQAN57", "signals": [{"quote": "in another ten years will it do another 4x will those packs be $5,000 to go the same distance I it's it's it's interes | observed | artifact ↗ | 2017-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW7YZDCPMYFHFEV5JQAN57", "signals": [{"quote": "an electric car the efficiency is is about 95 percent energy efficiency versus a combustion engine that that you know | observed | artifact ↗ | 2017-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW7YZDCPMYFHFEV5JQAN57", "signals": [{"quote": "I don't think you know at that point of time that if you know that you will choose a combustion engine and then you kn | observed | artifact ↗ | 2017-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW7YZDCPMYFHFEV5JQAN57", "signals": [{"quote": "you also see that that in in the field of energy you know you're starting to see new solar and wind the installations | observed | artifact ↗ | 2017-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWGN7B2BDMCRX60C7GGSJS", "signals": [{"quote": "the Tesla investors tried to push Elon to just make drivetrain technology and battery packs for other automakers can y | observed | artifact ↗ | 2017-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWVQY5667FGXCD9291SE7G", "signals": [{"quote": "in a lot of cases it's Tesla's case they're using they're are using fronts", "stance": "neutral", "confidence": 1, "si | observed | artifact ↗ | 2017-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWVQY5667FGXCD9291SE7G", "signals": [{"quote": "the way Tesla is front is anytime they launch a new product either a new product or an existing product in a new count | observed | artifact ↗ | 2017-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX6RW3YTGGRZW5KT57E6XQ", "signals": [{"quote": "Tesla is not allowing their cars to be used by any other Network exactly they will you buy self-driving you have to si | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYV4P2WHC0979V9BT7QRZ7", "signals": [{"quote": "even the mighty Elon Musk with Tesla he had to take that company over because the the the nitwits who were running it | observed | artifact ↗ | 2017-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0TYPQ060820YGW7AV2ZX7", "signals": [{"quote": "self-driving technology for trucks and Freights becomes more mainstream which will probably happen sooner than for sel | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2K4CBK16DEHEC471XCAEP", "signals": [{"quote": "and also Tesla couldn't have in service why is that a law direct yeah right nuts it's not it's absolute nuts", "stance | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2K4CBK16DEHEC471XCAEP", "signals": [{"quote": "look what happened with the 1 Tesla driver already like that like we have created a society where you know you can sue | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2K4CBK16DEHEC471XCAEP", "signals": [{"quote": "well with the Tesla now if it snows and it can't see the lanes there's no soft driving right", "stance": "bearish", "c | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3RP7FY7MX616BW9TVK8FC", "signals": [{"quote": "If you look at the early version of Facebook, Twitter, Uber, uh even Google, they were clunky. The Google logo was ugl | observed | artifact ↗ | 2017-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3RP7FY7MX616BW9TVK8FC", "signals": [{"quote": "if you're building Tesla, it's because you want to save get the world off of carbon-based energy and move to sustainab | observed | artifact ↗ | 2017-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W44D8NFNYZ8JFRKPHB057N", "signals": [{"quote": "I plugged my Tesla Roadster which uses like a regular plug into the Wimo. ... Because in the original Teslas, you didn | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4WARPC8MQYS46E2ZM7J1Q", "signals": [{"quote": "the autopilot was never designed to be a level four you know fully door-to-door autonomous system ... just like adapti | observed | artifact ↗ | 2017-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4WARPC8MQYS46E2ZM7J1Q", "signals": [{"quote": "ve very simple um a couple of reasons first of all um autopilot is for highway driving right and um the thing that the | observed | artifact ↗ | 2017-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W92Y92QHNEPZKY4KF1ZCS9", "signals": [{"quote": "So I guess embedded in that is how much can Elon's empire scale, how quickly can it scale, and are the capital markets | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "the camera on the Tesla the camera that mobile ey recommends is not a color camera... the white truck and the blue sky | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "these Radars have onboard processing that is not very good... you have to filter out stationary objects", "stance": "b | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "Tesla Model S is an incredibly safe car", "stance": "bullish", "confidence": 1, "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "Tesla's system and our system is not a self driving system right now", "stance": "neutral", "confidence": 1, "signal_c | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "this was not an edge case", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", "speaker_name": "Geor | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "the Tesla Lane change is dangerous I would not have shipped the Tesla Lane change if I was if I was a Tesla because so | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "the Tesla has limited ultra sound around it and then a forward facing radar and a non-color camera um will be a forwar | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "so all of this data we have um you know pictures that the car was seeing at that time and we have paths that the car w | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "well I can talk about how terrible the car manufacturers are and in some ways this is the only way to work with them u | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "so it's not a high quality product in your estimation no and in some ways it was never intended to be", "stance": "bea | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "I've never seen one liar never mind a cheap the only lar I've seen for them from them is significantly worse and more | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "I think that cameras and better processing is the future um in some ways if you buy good cameras today those are total | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "the mobile I misclassified the truck is more Road like you know come on whereas your system with the camera would not | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "Auto is a bunch of EX Google guys um who got fed up with the fact that Google didn't ship so there's a few things that | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "I think Auto has a pretty aggressive launch strategy and I think they'll do well you know I'm happy they're not in the | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9GV5RFKS7NJEXR1FTZ869", "signals": [{"quote": "Google builds a system that drives based on a set of rules um you have like set of rules on how to drive Engineers thi | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "there was a fatality of a Tesla, of actually a Navy SEAL who was driving a Tesla Model S. He's a super fan of the prod | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "Tesla has done 130 million miles on autopilot. This is the first fatality. Typically, fatalities in driving are one ev | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "And the fact that neither system, neither human or the car pressed on the brakes tells me that the sensors just didn't | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "It's also not designed currently, and they're very clear about this, for stationary objects.", "stance": "neutral", "c | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "People are trusting it when Tesla explicitly told them, this is not level 4. Do not trust this.", "stance": "neutral", | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "It's a supplement just like adaptive cruise control is.", "stance": "neutral", "confidence": 0.8, "signal_class": "fac | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "People are going to play around with self-driving cars. They're going to exceed the capabilities of their system and s | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "the state of the art is that they categorize things like stop signs and stop lights and figure out where you are in th | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "I have it in all three of my cars. I have front-facing radars. And it makes you a lazier but a more attentive driver b | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "We know that the autopilot failed to see this. We know that the autopilot does not do stationary objects yet. It does | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "The vision systems and the computer learning has to be trained on this situation.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "It hasn't been trained yet. It will be now.", "stance": "neutral", "confidence": 0.7, "signal_class": "prediction", "s | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "The driver, if the driver was paying attention, the autopilot failed to see something which is a known limitation of t | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "I think they said 130 million miles have been driven with autopilot, and this is the first death.", "stance": "neutral | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "It's already 50% better in the first iteration.", "stance": "bullish", "confidence": 0.6, "signal_class": "assessment" | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "It's the safest car on the road. I think it was the safest car they ever tested. ... And also Elon is just nuts about | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "At the end of the day, I think Tesla is covered. They made it perfectly clear that this is meant to be used in limited | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9WN3RDP245B88QSZX3GEJ", "signals": [{"quote": "But the Tesla autopilot system is pretty primitive compared to something that, you know, to what Google are doing with | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WAPAPGADWS62F0NXCM4BHY", "signals": [{"quote": "although Tesla is like 97", "stance": "bullish", "confidence": 0.7, "signal_class": "fact_claim", "speaker_name": "Jil | observed | artifact ↗ | 2016-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WAS7X4ZSBNTHTZ86W7RYPN", "signals": [{"quote": "the great innovator in this space was your old boss at SpaceX where, you know, Elon has now sold almost 400,000 cars i | observed | artifact ↗ | 2016-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WAS7X4ZSBNTHTZ86W7RYPN", "signals": [{"quote": "when he put that Model 3 up there after having done Roadster S and X, he was so much more polished at, you know, and s | observed | artifact ↗ | 2016-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WAS7X4ZSBNTHTZ86W7RYPN", "signals": [{"quote": "Elon sleeping at the factory and he just said [ __ ] it instead of 2020 let's do 500 cars a year in 2018. The whole te | observed | artifact ↗ | 2016-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB9FV52BRHEW6GE4DMA3JJ", "signals": [{"quote": "I think Tesla's got the advantage there really two different questions I guess when you look at those data sets", "sta | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB9FV52BRHEW6GE4DMA3JJ", "signals": [{"quote": "it's way too early to say who's going to be the big winner on self-driving car and frankly I think the real answer to | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB9FV52BRHEW6GE4DMA3JJ", "signals": [{"quote": "Elon has robots in the Tesla Factory dialed in to make cars", "stance": "neutral", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WCFADCAXRK4R0SAJGAKR7T", "signals": [{"quote": "I know that Tesla the model S as a product was I think the highest net promoter score of the last 10 years", "stance": | observed | artifact ↗ | 2016-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "I think I think they might buy T-Mobile or something like that, Sachs. It's easily within their range of purchases.", | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "And and I think Elon mentioned something about potentially the the Starlink network could eventually handle roughly ha | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "So, let's just say that's an add of 6 gigawatts. So, they go from 2 to 8. Okay? To me, there's two questions there. On | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "And then, the other question I would have is if you go from 2 to 8 gigawatts, that you have net of 6. We know that a g | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "I got the sense on the call that Elon thinks that number is going up because the market is memory constrained right no | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "It's a great framing, David. First, it's $50 billion per gigawatt to build minimum. Okay, so you're $300 billion. So, | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "Now, nobody thinks that the payback period is going to be 1 year even though the spot price is suggesting that it is t | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "Um right now, the shortage is so acute and the willingness to pay from the frontier labs is so high because they all r | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "So, David, net net if he builds 6 gigawatts next year, and by the way, probably only Elon, you know, can actually stan | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "Um I think that he's going to have a challenge, you know, getting all of the componentry, right? I know he can stand i | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WE4QBAC3V5AKTA0CRHXD33", "signals": [{"quote": "The demand exists in the world. The demand exists in the world today. I think it will exist in the world for well, you | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEGB9XJ3J8CHXCSQ2XVR4S", "signals": [{"quote": "we took a lot of inspiration from Tesla because the electric car was a boring sustainability thing up until the Tesla | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEGB9XJ3J8CHXCSQ2XVR4S", "signals": [{"quote": "we've now taken it on screen with the uh with the Sparkle. Um so everything that you need can get messages overtheair | observed | artifact ↗ | 2026-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFHHWBT66F8RCF4VXSVVVH", "signals": [{"quote": "you look at SpaceX Tesla he saved those companies multiple times by almost going broke", "stance": "bullish", "confide | observed | artifact ↗ | 2016-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGPVDFA59T7SBR63P3Y05S", "signals": [{"quote": "Solar City, everyone does that now. Solar City. So Solar City then they own all these panels. So that makes them an el | observed | artifact ↗ | 2016-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGPVDFA59T7SBR63P3Y05S", "signals": [{"quote": "And Solar City, last time I checked, about 40% of the market share. Really? Yeah. close to 11,000 employees. Wow. Real | observed | artifact ↗ | 2016-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGPVDFA59T7SBR63P3Y05S", "signals": [{"quote": "What happens if Elon succeeds with these power walls and every home has a power wall? What happens to energy? Energy b | observed | artifact ↗ | 2016-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGPVDFA59T7SBR63P3Y05S", "signals": [{"quote": "So the power wall is fantastic. You have that in your house.", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2016-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGPVDFA59T7SBR63P3Y05S", "signals": [{"quote": "I think it's possible in our lifetime to make energy free.", "stance": "bullish", "confidence": 0.6, "signal_class": " | observed | artifact ↗ | 2016-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGTJGPNXE9QRJ01ZHNTNYB", "signals": [{"quote": "when that commercial products ready it's going to be similar or akin to the tesla roadster which is to say it's going | observed | artifact ↗ | 2016-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "yeah I did um but I must tell you the the 15 months leading up to to the launch which was actually on Midsummer Eve on | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "we were burning about $100 million per quarter", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", " | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "the the official um prognosis Institute of the automotive industry IHS they thought we would sell 3,000 Vehicles over | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "we are polarizing um our audience I think we have probably the most dedicated owners and and um also stakeholders uh b | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "we have probably the most dedicated owners", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "spea | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "Tesla's leading this probably more than any company on Earth right now", "stance": "bullish", "confidence": 0.9, "sign | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "every car that has been produced in Fremont uh has already uh the capability of driving on its [Music] own", "stance": | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "we've built up a pretty significant um Team um around this um", "stance": "neutral", "confidence": 0.7, "signal_class" | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "it is a big challenge because uh once you have you know you have a whole um Suite of sensor AR architecture that you n | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "I think even elon's position at Tesla I've talking talked to him about it is he believes that the auto pilot with the | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "when companies are all hovering around the same space I can imagine this this reaction of Elon because if if you are b | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMXF9ENE6N8MVEKTVN4H1Z", "signals": [{"quote": "I read into it that that was not a consideration to my opinion that this is done from a competition perspective it's d | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRVNQTVS518BA26NV4H2Q0", "signals": [{"quote": "it is literally what Tesla has done from the ground up it's basically just said we're not going to build a car until t | observed | artifact ↗ | 2015-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRVNQTVS518BA26NV4H2Q0", "signals": [{"quote": "I think that like Tesla showrooming do you think that's going to become a model", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2015-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRVNQTVS518BA26NV4H2Q0", "signals": [{"quote": "obviously uh elan's done a hell of a job with that Tesla company there", "stance": "bullish", "confidence": 0.9, "sign | observed | artifact ↗ | 2015-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRVNQTVS518BA26NV4H2Q0", "signals": [{"quote": "that market is still teeny and has a long way to go", "stance": "neutral", "confidence": 0.9, "signal_class": "assessm | observed | artifact ↗ | 2015-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRVNQTVS518BA26NV4H2Q0", "signals": [{"quote": "it would be cheaper for Apple to buy Tesla than it would be for Apple to figure out how to do it on their own", "stanc | observed | artifact ↗ | 2015-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRVNQTVS518BA26NV4H2Q0", "signals": [{"quote": "they could overpay dramatically and still get a sweet deal", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2015-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT2BXHVDFFC479Y8HER8AA", "signals": [{"quote": "I'm a huge fan of Tesla.", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speaker_name": "Jeff | observed | artifact ↗ | 2015-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT2BXHVDFFC479Y8HER8AA", "signals": [{"quote": "it feels like driving the future ... Tesla does not Market itself as driving the future it just is", "stance": "bullis | observed | artifact ↗ | 2015-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT2BXHVDFFC479Y8HER8AA", "signals": [{"quote": "first time I drove a Tesla I literally felt ... like the future ... you knew it would change everything", "stance": "b | observed | artifact ↗ | 2015-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT54WD50PXDDQM40MRCGZG", "signals": [{"quote": "it was definitely both Tesla and SpaceX were were companies um where the competition was really weak. So, uh you know, | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT54WD50PXDDQM40MRCGZG", "signals": [{"quote": "Well, it's been a it's been an incredible success. I would I would never bet against Elon in anything.", "stance": "bu | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT54WD50PXDDQM40MRCGZG", "signals": [{"quote": "And the fact is nobody believed electric cars were going to be viable or very few did.", "stance": "neutral", "confide | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT54WD50PXDDQM40MRCGZG", "signals": [{"quote": "So if you ask what is new about SpaceX rockets or Tesla cars, you know, all the components already existed at least in | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WX9N4NZP7HR9REQQ5AWEHW", "signals": [{"quote": "Just like when a Tesla got, you know, hit and it went on fire, right? They're like, 'Oh my god, a Tesla went on fire.' | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYWP059A6GQF6BM23DD3BV", "signals": [{"quote": "the thing that's been super impressive has been Not only is it like cuz if you said once, you know, once you're like, | observed | artifact ↗ | 2014-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYWP059A6GQF6BM23DD3BV", "signals": [{"quote": "And SolarCity over here, somehow he has his fingerprints on it as well. I mean, Lyndon gets all the credit in the worl | observed | artifact ↗ | 2014-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYYZ9AA9E9GCKRVK5FVNKB", "signals": [{"quote": "I mean that D announcement from Lon musk last week I ordered one it's coming in December I think or January like they' | observed | artifact ↗ | 2014-11-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0JK2G0JEZZ1E8K3VA1MDZ", "signals": [{"quote": "And then he told a bunch of rich people with Tesla, hey, you can buy this supercar called the Roadster for $130,000. I | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0JK2G0JEZZ1E8K3VA1MDZ", "signals": [{"quote": "He got us. We paid in advance. We believed in the vision. And he only needed to get 2,000 people to believe in that vi | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0JK2G0JEZZ1E8K3VA1MDZ", "signals": [{"quote": "And then he sold everybody on the next vision, which was, hey, I can make a sedan that goes 300 miles for 80 grand. Th | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0JK2G0JEZZ1E8K3VA1MDZ", "signals": [{"quote": "And now he's selling the rest of society on the $35,000 car, the Gen 3. That'll be awesome as well.", "stance": "bulli | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0JK2G0JEZZ1E8K3VA1MDZ", "signals": [{"quote": "So he did the S, he did the X, and now he's doing the E, or the 3. He's doing the S-E-X, three models.", "stance": "ne | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1NSDDTQHFA46P43MV3699", "signals": [{"quote": "Elon Musk picks Nevada over California and other locations for the gigafactory", "stance": "neutral", "confidence": 0. | observed | artifact ↗ | 2014-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "we're very confident we're going to hit that ballpark not too much more than that um and uh you know that's uh that's | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "Teslas are doing I think they're selling six or 7,000 a quarter now yeah okay yeah they're they picked it up they were | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "I mean I we wouldn't be where we are currently if it wasn't for Tesla I mean they're they're definitely um uh industry | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "these use more like the Tesla batteries the Panasonic little batteries little 18650 cells", "stance": "neutral", "conf | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "I think I think um him and his friends um really are very um very Innovative and um just have a huge lot Big Balls uh | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "they almost went out that was almost a full out talk about a crash test", "stance": "neutral", "confidence": 0.9, "sig | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "that's a very cool Innovation that he did there there's a quite a bit you know I think that whole team has been very i | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X383EY13Q9BGZERBNYTKVP", "signals": [{"quote": "I have to say when watching Elon construct the model S you know and he was showing me the early designs and stuff like | observed | artifact ↗ | 2014-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4FHZFE8FCVQVSZVHAG3EN", "signals": [{"quote": "I actually, the first thing I told them, and this was 2009, I'll admit I was actually very skeptical of Tesla at the t | observed | artifact ↗ | 2014-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4FHZFE8FCVQVSZVHAG3EN", "signals": [{"quote": "I think that there were people at Tesla who were skeptical, and I know that there were some investors who weren't re-u | observed | artifact ↗ | 2014-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4N8K16KY3D00AXXZSD43K", "signals": [{"quote": "I think Tesla got that with the electric car and it's a phenomenal success", "stance": "bullish", "confidence": 0.8, " | observed | artifact ↗ | 2014-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4N8K16KY3D00AXXZSD43K", "signals": [{"quote": "has Tesla batteries in it like Panasonic batteries", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_cla | observed | artifact ↗ | 2014-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5JVY2XA44V77FKZHWTN6T", "signals": [{"quote": "tesla is kind of what we're about uh and maybe spacex we saw just the inkling of a new trend there where electric cars | observed | artifact ↗ | 2014-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5JVY2XA44V77FKZHWTN6T", "signals": [{"quote": "we invested really in the plan and the plan was we're going to build electric cars and they can give you pretty good r | observed | artifact ↗ | 2014-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5JVY2XA44V77FKZHWTN6T", "signals": [{"quote": "that's where i give all the credit to elon musk he he took all of his money and he leveraged it all up and he borrowed | observed | artifact ↗ | 2014-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X76AVSX2PQEV6KST3PCBGY", "signals": [{"quote": "I'm not an investor in Tesla by the way kill myself over that um I could if I could have invested in Tesla at $1 I'm a | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X76AVSX2PQEV6KST3PCBGY", "signals": [{"quote": "you will be able to buy your car any way you want not too far in the future", "stance": "bullish", "confidence": 0.6, | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8444BF04FWEBBHCY8GBJ3", "signals": [{"quote": "at dfj we're very comfortable taking a lot of risk in fact that's why we back companies like SpaceX Tesla continuously | observed | artifact ↗ | 2014-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA3WV06E9JYKYMPWFP3ZXZ", "signals": [{"quote": "the Tesla Model S comes out and it's this extraordinary vehicle that wins the greatest car ever made by Consumer Repor | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA3WV06E9JYKYMPWFP3ZXZ", "signals": [{"quote": "Tesla goes to $20 billion in market cap fisa Karma goes to zero in the same three-year period", "stance": "bullish", " | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA3WV06E9JYKYMPWFP3ZXZ", "signals": [{"quote": "I think when Alon musk made Tesla happen and he made SpaceX happen I think it sparked something in Larry that made him | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "Tesla clearly had a pragmatic path to get there it wasn't like a small idea it was a big idea but they had steps to ge | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "start with commercial off the self components whenever possible put them together into a system in a new way that hasn | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "the Roadster proves that the general idea Works that an electric car can actually be a high performance vehicle people | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "in the case of Tesla they had a near-death experience in December 2008", "stance": "neutral", "confidence": 1, "signal | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "the company was out of money couldn't make payroll was burning you know over 3 million a month of cash which is a dang | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "negative gross margin car so selling more wouldn't help", "stance": "neutral", "confidence": 1, "signal_class": "fact_ | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "the largest investor openly hostile to the concept of Elon being CEO just like right doesn't want him won't talk to th | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "we had invested in the R Brothers which are elon's cousins and I had known Elon since January 1996 actually when he pi | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "I'm holding on to all the Tesla so I haven't donated any Tesla", "stance": "bullish", "confidence": 0.9, "signal_class | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC4TRNT94M8ZRSNJAKC2VA", "signals": [{"quote": "I never sell a share of anything I invest in", "stance": "bullish", "confidence": 0.8, "signal_class": "endorsement", | observed | artifact ↗ | 2013-10-08 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFAXME8WC4H6GGS43YQDVH", "signals": [{"quote": "somebody's going to have to step up and they can afford to pay triple the price of where Tesla is today", "stance": "b | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFAXME8WC4H6GGS43YQDVH", "signals": [{"quote": "it's going to happen somebody's going to have to step up and they can afford to pay triple the price of where Tesla is | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGN8X8VD8X327AVJ84ZKZ8", "signals": [{"quote": "It's amazing. It's the best car ever made, in my opinion. Not that I've tried all the cars, but if you consider from a | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGN8X8VD8X327AVJ84ZKZ8", "signals": [{"quote": "It's very inspiring. ... to see that kind of uh... ambition and just 'going for it' in Silicon Valley, is inspiring to | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR8HPTMX6Y0XCP3E8TYM7E", "signals": [{"quote": "it would be like saying the iPad or iPhone is a terrible product I it creates this dissonance when a political candida | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR8HPTMX6Y0XCP3E8TYM7E", "signals": [{"quote": "wait wait wait wait wait infos seek and lyos did die I think they did but this is a huge winner", "stance": "bullish", | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV88DF4125N3H1X5EHEDZY", "signals": [{"quote": "I would say holy fracking sugar like literally it's so fast and so buttery ... it's like driving the future ... it's l | observed | artifact ↗ | 2012-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV88DF4125N3H1X5EHEDZY", "signals": [{"quote": "I showed it to two famous people one famous angel investor and one of the most famous Founders ... they both bought th | observed | artifact ↗ | 2012-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV88DF4125N3H1X5EHEDZY", "signals": [{"quote": "I think there's 12,000 people on the list now over 11", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_ | observed | artifact ↗ | 2012-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YS0G5HV5SVJ6M7F1FZZ18E", "signals": [{"quote": "Tesla and green and Linkedin will be huge company here", "stance": "bullish", "confidence": 0.9, "signal_class": "asse | observed | artifact ↗ | 2011-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT3XXMN0KPJHD1YYFMSS62", "signals": [{"quote": "there was Tesla about it but Tesla didn't really make cars they made a power TR", "stance": "bearish", "confidence": 0 | observed | artifact ↗ | 2011-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT3XXMN0KPJHD1YYFMSS62", "signals": [{"quote": "how expensive was the Tesla it was outrageous", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "sp | observed | artifact ↗ | 2011-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT3XXMN0KPJHD1YYFMSS62", "signals": [{"quote": "what the best estimates in the world right now are that by 2020 there will be 3 million electric vehicles on the road | observed | artifact ↗ | 2011-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT3XXMN0KPJHD1YYFMSS62", "signals": [{"quote": "the truth the ugly truth of the automotive industry is that when you do it that way we're talking about over a billion | observed | artifact ↗ | 2011-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT3XXMN0KPJHD1YYFMSS62", "signals": [{"quote": "Tesla made a choice for example they said I'm going to make a two-seat Roadster right and then and Lotus is going to m | observed | artifact ↗ | 2011-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQDKMCJ2K6EV79JHE3WDEQ", "signals": [{"quote": "with the exception of manufacturers that have no franchises. So Tesla would be a great example of a manufacturer that | observed | artifact ↗ | 2010-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQDKMCJ2K6EV79JHE3WDEQ", "signals": [{"quote": "it would be company owned stores. So again very similar to what Tesla is doing today where they have they control thei | observed | artifact ↗ | 2010-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQE0Q5083ZC4PFTGZRE8VH", "signals": [{"quote": "the Tesla IPO happened today and I had to get all busy with that I bought 10,000 shares I'm really psyched about that" | observed | artifact ↗ | 2010-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2HSMXJC0Q9RBZ7HGR8T1Y", "signals": [{"quote": "I would love to go with a Tesla, let's say, but it's too late. They're in the Mag 7. They're too big. It's not possibl | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWPPSTFN5K7A152ZNJVY8H", "signals": [{"quote": "When we bought Tesla in 2019 for the car, S-curve, we were paying five times earnings.", "stance": "bullish", "confide | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWPPSTFN5K7A152ZNJVY8H", "signals": [{"quote": "So electric vehicles, Tesla went public 15 years before 2019 when it went vertical because there were so many barriers | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWPPSTFN5K7A152ZNJVY8H", "signals": [{"quote": "It happened with electric vehicles. The price was too high. Elon got the price to $40,000. Range anxiety was there. He | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FWPPSTFN5K7A152ZNJVY8H", "signals": [{"quote": "With the electric vehicle S-curve, you have to pay attention too, because we thought probably maybe 40% to 50% of the | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GHZXWM91BQSP81VT97KMGV", "signals": [{"quote": "there is not a U S manufacturer sans perhaps Tesla that comes anywhere close to being able to compete in that way on a | observed | artifact ↗ | 2025-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GYZ4QC52C4K226AW2RZ2DC", "signals": [{"quote": "both Tesla and Apple have a huge amount of revenue in China. And when you sense that this thing may be escalating or t | observed | artifact ↗ | 2025-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H0Y4PGAQYKN6TCVY7ZPT3T", "signals": [{"quote": "We had an EV credit of like 7,500 bucks to boost up our EV sector. Tesla is a big beneficiary of that. I'm not saying | observed | artifact ↗ | 2025-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4M69MDSV417SJMX6RZEV8", "signals": [{"quote": "Think about what Elon had to do at Tesla, right? Because capital was hard to come by. So he had to figure out how to m | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M50CQE1R9G0WRQC757FQ8DZT", "signals": [{"quote": "look at obviously what Elon has done to the automotive industry, turned it into essentially a computing industry, a te | observed | artifact ↗ | 2026-10-15 | promoted | 0.50 |
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