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14 results for “tesla strategy”
Company27 mentions across episodes
Tesla
...Tesla was doing was that they were developing an end to end, you know, AI driven self driving software that you could put anywhere and it would go anywhere. And now they're doing something that looks more closely resembles what Waymo and other autono
31:16 / 32:38
from transcript31:16 – 32:38
...Tesla, one argument you would make is there's no there's no way they're gonna be able to hit these production targets, and I don't see how they're going to be able to get cash in the door otherwise.
1:48:38 / 1:49:56
from transcript1:48:38 – 1:49:56
...example, Tesla versus Elon? For so long, we had three tenants and people would say, well, what about management? We realized that almost all of these companies that got into this position had these amazing leaders, but it wasn't the original reason w
35:12 / 36:21
from transcript35:12 – 36:21
“Former Tesla executives are spinning out energy companies Tesla should have built”
...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
12:10 / 12:43
market insight12:10 – 12:43
...Tesla, one argument you would make is there's no there's no way they're gonna be able to hit these production targets, and I don't see how they're going to be able to get cash in the door otherwise. And if you wanted to make the bull case, you'd say,
1:49:25 / 1:50:49
from transcript1:49:25 – 1:50:49
...Tesla will be in the is in the poll position here in The United States.
20:56 / 22:06
from transcript20:56 – 22:06
...up Tesla to a whole new market. A lot of as as Elon says, and people don't believe him in this political dynamic, but its problem isn't demand. There are people who have been waiting for a car. They just can't afford it, and they're very excited to h
20:09 / 21:28
from transcript20:09 – 21:28
...what has Tesla done with their brand strategy and their pricing and their marketing and their position within the market and their product development and their software development, you know, gosh, model s to model x, like double down on the high en
1:53:04 / 1:54:19
from transcript1:53:04 – 1:54:19
“Tesla abandoned its climate mission to become a robotics company”
...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
12:26 / 13:05
market insight12:26 – 13:05
...Tesla. Tesla has always traded at a multiple that has almost nothing to do with its current operations Right. And everything to do with Elon Musk. Some imagined future business that's gonna produce a mountain of cash, and it's always six to eighteen
14:51 / 16:01
from transcript14:51 – 16:01
...you have a Tesla and not get FSD? I love my FSD. I'm a crop driver. But then the other two are, I think, a million Optimus robots. And I wanna say, don't quote me, about a million robotaxis. So when you look at those criteria, they're basically sayin
6:10 / 8:53
from transcript6:10 – 8:53
...for Tesla to make. I think I think it'll be conservative in terms of, like, their approach to self driving, but also just weather. Like, I bet you where there's a lot of snow, a lot of ice, a lot of fog. Like, if you're in Minnesota in the winter, I
24:00 / 25:05
from transcript24:00 – 25:05
Tesla was a $200,000,000,000 company by market cap at that time. So it's like Tesla will go bankrupt or do a very very non dilutive equity raise, but, creating a lot of urgency around this idea of fixing production and sleeping on the factory floor,
1:47:03 / 1:48:20
from transcript1:47:03 – 1:48:20
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