Uncapped with Jack Altman · Jun 30, 03:33 PM UTC
Founders Fund on Truth-Seeking, Taiwan, and Whether You Can Still Beat the S&P | Ep. 53
Historical operation · Retained
“lot with Tesla. Have you spent a bunch”
Quoted source · 01:00:00–01:00:31 · 14 source segments
- [1] 01:00:00–01:00:03
- [2] 01:00:02–01:00:06
- [3] 01:00:03–01:00:07
- [4] 01:00:06–01:00:09
- [5] 01:00:07–01:00:10
- [6] 01:00:09–01:00:13
- [7] 01:00:10–01:00:17
- [8] 01:00:13–01:00:19
- [9] 01:00:17–01:00:21
- [10] 01:00:19–01:00:23
- [11] 01:00:21–01:00:24
- [12] 01:00:23–01:00:27
- [13] 01:00:24–01:00:30
- [14] 01:00:27–01:00:31
Model assessment
The transcript contains a discussion about Tesla's previous thesis that BYD would copy their products and cut prices, but this is a historical observation without a clear positive or negative catalyst for Tesla's current fundamentals. The lack of speaker attribution further reduces the reliability of the evidence.
14 exact transcript citations