Designs and manufactures electric vehicles, energy storage systems, and solar energy products.Yahoo Finance ↗tesla.com ↗
19 takes · first discussed Jun 14, 2024 · last May 8, 2026
Click a call to see the price move since it aired.
Chamath is bullish on Tesla based on three forward catalysts: the AI5 chip being 40x better than AI4, the energy business printing $3.5B/quarter at 30% margins, and the CyberCab as a forthcoming 'shockwave' — together building the critical stack for the next version of Tesla.
Jason argues Tesla benefits from the same 'Elon premium' as SpaceX, with investors pricing in a future innovation pipeline, and that this premium is deserved given Elon's track record.
Sacks argues Tesla's post-election stock surge from ~$250 to ~$320 reflects the removal of a 'lawfare discount' — the market had been pricing in the risk of Democratic retaliation against Elon Musk and regulatory headwinds on self-driving and launches, both of which are now dissipating.
Friedberg argues Tesla's autonomous competency led to a robotics revolution, and those robots — deployable on the moon — make Tesla a more interesting long-term story than its origins as an EV company suggest, especially in combination with SpaceX.
Elon Musk signals he would walk away from building Tesla's robot army if he cannot secure ~25% voting control, warning activist investors (via ISS/Glass Lewis) could force him out despite doing everything right, which would threaten the company's core Optimus/robotics mission.
The hosts are broadly bullish on Tesla, with conviction centered on three converging themes: Elon Musk's indispensability to the company's innovation trajectory, the maturation of FSD/autonomous driving as a genuine product, and Tesla's emerging position as a vertically integrated AI and robotics platform. Chamath is the most expansive bull, calling Tesla his #1 pick to win the AI prize over five years based on its integrated stack spanning vision models, xAI LLMs, Dojo infrastructure, and physical AI (Optimus), while also flagging near-term catalysts in the AI5 chip, energy business, and CyberCab; Sacks and Jason echo the Elon-premium thesis, with Sacks attributing Tesla's post-2024-election stock surge to the removal of regulatory and political headwinds, and Jason pointing to Colossus and AI investment as underappreciated catalysts. Friedberg, though often tagged neutral, has progressively warmed — from a first-time FSD user impressed enough to buy two more vehicles, to declaring Tesla the best vehicle for exposure to the humanoid robotics opportunity, to highlighting the pivot of Model S/X lines to Optimus production as transformative — while consistently noting that valuation already prices in significant optionality. Guest contributors reinforce the bull case from multiple angles: Travis Kalanick cited a 10x improvement in FSD miles-per-intervention in three months driven by cheap AI, Gavin Baker called FSD on the cusp of mainstream adoption, and Sian and Thomas LaFont both flagged Tesla's data and vertical-integration advantages in autonomy and robotics — though Elon Musk himself introduced a notable risk factor, warning he would not build out Tesla's robot army without secured voting control against activist investors.
Chamath is bullish on Tesla based on three forward catalysts: the AI5 chip being 40x better than AI4, the energy business printing $3.5B/quarter at 30% margins, and the CyberCab as a forthcoming 'shockwave' — together building the critical stack for the next version of Tesla.
I read all of those things and I was very bullish. I think that he is humming on all cylinders on the critical layers of the stack that he needs to build this next version of Tesla.”54:36
Jason argues Tesla benefits from the same 'Elon premium' as SpaceX, with investors pricing in a future innovation pipeline, and that this premium is deserved given Elon's track record.
Tesla has that same Elon, uh, variable in it as well, which is people value his companies at, I would say, 2 times market, 3 times market, 4 times market because of the future pipeline.”23:47
Sacks argues Tesla's post-election stock surge from ~$250 to ~$320 reflects the removal of a 'lawfare discount' — the market had been pricing in the risk of Democratic retaliation against Elon Musk and regulatory headwinds on self-driving and launches, both of which are now dissipating.
Tesla, it's gone from roughly $250 to $320 a share just since the election. And you could call that the lawfare discount... the market was pricing in the risk of retaliation. If the Republicans lost, there's a widespread belief that the”34:18
Friedberg argues Tesla's autonomous competency led to a robotics revolution, and those robots — deployable on the moon — make Tesla a more interesting long-term story than its origins as an EV company suggest, especially in combination with SpaceX.
Tesla, I think 20 years from now is actually a more interesting story, whether they're the same independent company or the same company. I think we're going to look back one day and have this kind of laughing observation that Tesla started”9:59
Elon Musk signals he would walk away from building Tesla's robot army if he cannot secure ~25% voting control, warning activist investors (via ISS/Glass Lewis) could force him out despite doing everything right, which would threaten the company's core Optimus/robotics mission.
I'm not going to build a robot army if I can be easily kicked out by activist investors.”47:02