Former Tesla executives are spinning out energy companies Tesla should have built

And I predict that there's gonna be even more of that to come in the in in 2026 for sure.

12:10 / 12:43

that lie adjacent to data centers. And I predict that there's gonna be even more of that to come in the in in 2026 for sure. Red Redwood is another example of a former Tesla.

This is JB Straubel's company. Right? So so it looks like there's a couple of offshoots of Tesla going into energy, which really feels like something that

Tesla would have been good at or should have focused their attention on. Yeah. I'm so glad you made that point. Remember when Tesla was, you know, a a company that was

About this clip

The hosts discuss how former Tesla executives like JB Straubel are creating energy companies adjacent to data centers, suggesting Tesla missed opportunities in the energy sector. They predict this trend of Tesla alumni building energy startups will accelerate through 2026.

Why this clip

Identifies a compelling pattern of Tesla talent exodus creating energy companies that highlight Tesla's strategic missed opportunities.

12:10 - 12:4333smarket insight

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Why century-old transformers are the bottleneck crushing modern data centers

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