TECH003: Elon Musk's Tesla Robotaxi, Optimus,...

In this episode, William Green speaks with multibillionaire Sir Michael Moritz, arguably the most successful venture capitalist ever. He spent nearly four decades at Sequoia Capital, which invested in early-stage companies like Nvidia, Google, YouTube, PayPal, Airbnb, LinkedIn & ...  Show more

Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ...  Show more

What does Rich Sutton’s "Bitter Lesson" reveal about the decisions Tesla is making in its pursuit of autonomy?

In this episode, we dive into Tesla’s recent "We, Robot" event, where they unveiled bold plans for the unsupervised full-self-driving Cybercab, Robovan, and Opt ...

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter d ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss The Great IPO Debate, Tesla Robotaxi vs. Uber, and a Tech Check. Enjoy another episode of Bg2.

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Send us Fan MailIn this segment of Business Breakdowns, we look under the hood at Tesla. Jenny Rae Le Roux and Namaan Mian dissect Tesla’s business model.The conversation also explores strategies for Tesla’s future, with each leader sharing the three key levers they’d focus on to ...  Show more