Tesla hit all time records for production and deliveries but left Wall Street unsatisfied. (00:21) Deidre Woollard and Asit Sharma discuss: - Rivian’s profitability problem. - How Tesla is trying to “push competitors into a bad spot.” - Strategy shifts at Netflix. - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype w ... Show More
Oct 30
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Jan 2024
The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
<p>Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.</p><br><p>In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ... Show More
41m 39s
Apr 2022
Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 43s
May 2023
Encore: Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 39s
Feb 2021
Tesla and Bitcoin: Are You a Believer?
Youngme , Mihir , and Rawi discuss Tesla as the competition gets heated in the electric vehicle market. They also discuss how to make sense of the bitcoin craze.Recent picks, and recommended reading/websites:KenKen founder documentary (New Yorker documentary)Spelling Bee (New Yor ... Show More
36m 6s
Mar 2025
🚗 “Why Elon should sell” — The Tesla solution. Boston Celtics’ fine print. Fashion coffee chains
With Tesla stock tanking and drivers trading them in... we’re proposing the Tesla Solution.Why the Celtics sold for a record amount… even though they rent their arena.Gucci, H&M, & Ralph Lauren all launched coffee chains… but it’s not about $12 lattes.Plus, we wrote a financial r ... Show More
23m 13s