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Which podcasts are discussing TM?
6 ATTRIBUTED IDEAS · 6 EPISODES · 5 SHOWS
The shows
WSJ What's News
a16z Podcast
Bloomberg Surveillance
MacroVoices
The Knowledge Project
Where the discussion went deepest
22 JUL3W AGOBLOOMBERG SURVEILLANCE · 12:01
Tesla's AI pivot constrained by auto headwind
“The bear case argued that Tesla's transition into an AI and robotics play is hindered by declining auto gross margins and slowing car sales needed to fund massive CapEx.”
Earnings Roundup: Alphabet Beats on Cloud Sales, Tesla's Profit Disappoints
Core thesis · 5/5Verify in source →
21 JUL3W AGOA16Z PODCAST · 28:57
Horizontal software model wins autonomous vehicle market
“The thesis presented is that the horizontal component supplier approach will capture the bulk of the autonomous vehicle market by partnering with incumbent OEMs rather than building vertically integrated systems.”
Why Physical AI Is the Next Frontier · with Applied Intuition
Core thesis · 5/5Verify in source →
1 JUL1 JUL 2025THE KNOWLEDGE PROJECT · 58:00
Japanese quality systems as a competitive moat
“The guest argued that Japan's national commitment to quality, embodied in systems like quality circles and defect analysis, created an insurmountable competitive advantage in manufacturing, as evidenced by Toyota's defect rates versus American automakers.”
Jimmy Pattison: Building a $16B Empire Without Connections, Capital, or Credentials [Outliers]
In depth · 4/5Verify in source →
24 JUL24 JUL 2025MACROVOICES · 32:00
Onshoring manufacturing success stories: Toyota & Haier
“The guest cited Toyota and Haier as case studies proving successful foreign onshoring of manufacturing to the US is possible and profitable.”
MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK
Substantive discussion · 3/5Verify in source →
4 AUG1W AGOWSJ WHAT'S NEWS · 15:30
Toyota profit surges on hybrid vehicle tailwinds
“Toyota reported a 76% rise in Q1 net profit, driven by increased sales of its hybrid electric vehicles and strategic production shifts.”
How ICE Is Tracking Down its Online Critics
Notable comment · 2/5Verify in source →
7 JUL7 JULWSJ WHAT'S NEWS · 07:18
Toyota US assembly mitigates tariff risks
“Toyota's $3.6 billion investment in US manufacturing facilities aims to hedge against trade tariffs and secure its key market.”
NATO Allies Announce Billions in New Spending to Placate Trump
Notable comment · 2/5Verify in source →
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