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Which podcasts are discussing TSLA?
192 ATTRIBUTED IDEAS · 87 EPISODES · 27 SHOWS
The shows · from the most recent 100 ideas
The Options Insider Radio Network
CNBC Fast Money
Prof G Markets
WSJ What's News
a16z Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Bloomberg Surveillance
Motley Fool Money
The Pomp Podcast
The Compound and Friends
The Tim Ferriss Show
Thoughtful Money
Excess Returns
The Derivative
The Dividend Cafe
The Twenty Minute VC
We Study Billionaires - The Investors Podcast Network
Wealthion - Be Financially Resilient
Barron's Streetwise
Eurodollar University
Marketplace
Odd Lots
Palisades Gold Radio
The Julia La Roche Show
The Long View
Unchained
What Bitcoin Did
Where the discussion went deepest
26 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Tesla as an asymmetric Value 3.0 compounder
“The long thesis for Tesla frames it not as a speculative coin flip, but as a Value 3.0 business with multiple high-probability, high-asymmetry growth vectors operating off an established platform.”
RWH070: Hunting For Hidden Treasures w/ Christopher Begg · with Christopher Begg
Core thesis · 5/5Verify in source →
26 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Tesla-SpaceX merger creates $3.2T multi-vector business
“The speaker argued that a potential merger within 12 months between Tesla and SpaceX values the combined entity at $3.2 trillion with a 26% IRR path driven by 10 distinct underlying business vectors.”
RWH070: Hunting For Hidden Treasures w/ Christopher Begg · with Christopher Begg
Core thesis · 5/5Verify in source →
24 JUL3W AGOEURODOLLAR UNIVERSITY · 00:00
Hyperscaler AI capex strains cash flows and debt
“The bear case argued is that massive, escalating capex and debt issuance for AI infrastructure are eroding hyperscaler free cash flows and overwhelming bond market capacity.”
Google Issues a Dire Warning About the “AI Boom”
Core thesis · 5/5Verify in source →
24 JUL3W AGOTHE COMPOUND AND FRIENDS · 30:21
Tesla transitions from hardware to software model
“Tesla is transitioning from a traditional hardware automaker to a high-margin software provider focused on selling miles, autonomous transport, and robotics.”
How Ron Baron Became the Greatest Fund Manager of All Time · with Nuveen
Core thesis · 5/5Verify in source →
23 JUL3W AGOPROF G MARKETS · 00:41
22 JUL3W AGOCNBC FAST MONEY · 05:07
Hyper-scaling AI CapEx pressures hyper-scaler margins
“Aggressive AI infrastructure spend boosts hardware and compute suppliers while pressuring near-term operating margins for hyper-scalers like Alphabet and Tesla.”
Big Tech Earnings… And The State of Women’s Sports 7/22/26
Core thesis · 5/5Verify in source →
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