https://minutesof.com/on/tesla/ Everyone on the record about tesla: 19 verbatim quotes from 3 people, March 2024 to July 2026, in one chronology, each with a timestamp and a link to its… en Sun, 30 Aug 2026 22:33:17 +0000 https://minutesof.com/q/cc4c0184-429c-4948-9bb2-1945c987164c/ https://minutesof.com/q/cc4c0184-429c-4948-9bb2-1945c987164c/ “There's a chapter about him at the Walter Isaacson book. He was on the field having an impact on the outcome, along with the incredibly talented people at Tesla and Elon.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 tesla https://minutesof.com/q/5a13778a-d077-470f-8557-0ec4921e8df3/ https://minutesof.com/q/5a13778a-d077-470f-8557-0ec4921e8df3/ “It basically says you don't make money unless the stock goes way up. And if your stock goes way up, you make an obscene amount of money.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 tesla https://minutesof.com/q/0e85272c-8b19-4977-a595-2cd36856cc47/ https://minutesof.com/q/0e85272c-8b19-4977-a595-2cd36856cc47/ “that package, that type of package that they did for Elon, I've said this, you know, publicly, I would agree to that type of package for every company I've ever worked with, and most CEOs wouldn't take it. It basically says you don't make money unless the stock goes way up.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 tesla https://minutesof.com/q/c4449e39-0a56-4302-823e-58947bef8088/ https://minutesof.com/q/c4449e39-0a56-4302-823e-58947bef8088/ “I have a a new Tesla Model s I bought in December. It drives me everywhere. I tweeted about it the other day. I don't touch the steering wheel.” — Brad Gerstner, CNBC Television Thu, 03 Apr 2025 18:08:17 +0000 tesla https://minutesof.com/q/8559a717-5ded-4baf-bb13-b0dab660aa34/ https://minutesof.com/q/8559a717-5ded-4baf-bb13-b0dab660aa34/ “And starting in the spring of last year when we saw full self driving, you know, 12.3, and then by the end of the year, 12.9, we just knew autonomy was here.” — Brad Gerstner, CNBC Television Thu, 03 Apr 2025 18:08:17 +0000 tesla https://minutesof.com/q/569ff5ca-b0f2-4109-94aa-c2f9cd3df110/ https://minutesof.com/q/569ff5ca-b0f2-4109-94aa-c2f9cd3df110/ “Tesla, of course, produces cars over in Fremont just across across the bay from here, employs 20,000 people, produced over 550,000 Teslas in the Fremont factory.” — Brad Gerstner, BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 tesla https://minutesof.com/q/cb8784cb-8490-4af9-9f61-93b7e7853de4/ https://minutesof.com/q/cb8784cb-8490-4af9-9f61-93b7e7853de4/ “And at the current rate of improvement, right, in q one of next year, they could be at a 100,000 miles per critical disengagement. By the middle of next year, 500,000 miles per critical disengagement.” — Brad Gerstner, BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 tesla 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.” — Brad Gerstner, BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 tesla https://minutesof.com/q/5c24fc23-c476-40ad-be46-00fc6b003cb2/ https://minutesof.com/q/5c24fc23-c476-40ad-be46-00fc6b003cb2/ “The only two data sources that will scale infinitely are synthetic data and real world video. And I thought that was interesting.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 tesla https://minutesof.com/q/93fe3fec-e305-4aaa-91bc-2b924101aec3/ https://minutesof.com/q/93fe3fec-e305-4aaa-91bc-2b924101aec3/ “We could argue whether it's a 100 x, a thousand x, 10,000 x, bigger than the second biggest trading dataset, which is Weibo.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 tesla https://minutesof.com/q/a913c721-311e-4f5d-a524-73f6cda49ae1/ https://minutesof.com/q/a913c721-311e-4f5d-a524-73f6cda49ae1/ “I think they're going to go really fast to GPT-4.5 compute, which means you're going to get, using these orders of magnitude, you're going get a 100x improvement really fast.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 tesla https://minutesof.com/q/3ff5389a-9b7a-4d97-a4e5-00e2fffd0090/ https://minutesof.com/q/3ff5389a-9b7a-4d97-a4e5-00e2fffd0090/ “This year, it's like when we turned on 12 dot three, it's like all of the progress over the last ten years was in that one release from the first time I had that Tesla.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 tesla https://minutesof.com/q/ed56d6a8-3d2e-4f05-a6ab-e1ad7552b742/ https://minutesof.com/q/ed56d6a8-3d2e-4f05-a6ab-e1ad7552b742/ “I think 12 dot five is like GPT three, and it can consistently drive me most places with no interventions. I'm a seasonal driver. I really only drive my Tesla in the summer.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 tesla https://minutesof.com/q/0e7e4e96-cd0a-4cb5-92b7-29068fa89275/ https://minutesof.com/q/0e7e4e96-cd0a-4cb5-92b7-29068fa89275/ “the Elon package is the most shareholder aligned comp CEO compensation package I've ever seen. I would be thrilled if all of my hired CEOs had a very similar package. Right. I'd be thrilled.” — Brad Gerstner, BG2 Pod Sat, 22 Jun 2024 17:50:33 +0000 tesla 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.” — Brad Gerstner, BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 tesla 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.” — Brad Gerstner, BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 tesla https://minutesof.com/q/fb5294d2-76c1-4b95-8e58-4cddfd70d75b/ https://minutesof.com/q/fb5294d2-76c1-4b95-8e58-4cddfd70d75b/ “If you look at it today, they have about 7% penetration of s FSD. That was, let's call it, through FSD 11, and those people paid $12,000 incrementally for that FSD.” — Brad Gerstner, BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 tesla https://minutesof.com/q/3a576b4c-d7a7-44d8-b9d8-f04401152db1/ https://minutesof.com/q/3a576b4c-d7a7-44d8-b9d8-f04401152db1/ “Now in this new model, it's pixels in. So the model itself has no code. It doesn't know this is a stoplight per se. In fact, they just watched the driver's behavior.” — Brad Gerstner, BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 tesla https://minutesof.com/q/0095dec9-4639-4988-8110-944d679ce57e/ https://minutesof.com/q/0095dec9-4639-4988-8110-944d679ce57e/ “What we learned this week is that they've completely tossed all of that out and gone with a neural network model where they're uploading videos from their best drivers.” — Bill Gurley, BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 tesla