The Minutes of Brad Gerstner on tesla https://minutesof.com/brad-gerstner/on/tesla/ Everything Brad Gerstner has said on tesla: 3 verbatim quotes between March 2024 and April 2025, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:49 +0000 Gerstner estimates Tesla FSD 13 will match Waymo at around 25,000 miles per critical disengagement at Q4 launc https://minutesof.com/q/46d8898f-8c82-456c-9b26-c9d8099c2eb4/ https://minutesof.com/q/46d8898f-8c82-456c-9b26-c9d8099c2eb4/ “At launch in q four of this year, it looks like version 13 will be somewhere around 25,000 miles per critical disengagement.” — BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 tesla Gerstner estimates robotaxi revenue per car drops from $140K to $100K due to increased supply lowering prices https://minutesof.com/q/ea7bebeb-7121-42d2-a106-d1176445a9de/ https://minutesof.com/q/ea7bebeb-7121-42d2-a106-d1176445a9de/ “When you do that in self driving, we think it goes down to about a 100,000. Why? Well, you have actually more rides in the self driven car.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 tesla Gerstner models Tesla FSD penetration rising from 7% to 20% at $500 monthly maintaining contribution margin de https://minutesof.com/q/d055430b-ac5c-4e0c-b804-af7d28d50882/ https://minutesof.com/q/d055430b-ac5c-4e0c-b804-af7d28d50882/ “I'm happy to pay $500 a month. You know, if you get to, you know, 20% penetration, then your contribution margin at Tesla, right, is about the same, even though you're charging half as much.” — BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 tesla