{
 "name": "Tesla",
 "type": "company",
 "episodes": [
  "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
  "all-in-2026-05-22-spacex-s-2t-case-nvidia-s-shock-selloff-america-turns-on-ai-",
  "all-in-2026-06-03-bill-ackman-investment-strategy-what-the-market-is-missing-h",
  "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
  "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
  "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
  "the-diary-of-a-ceo-2026-06-25-billionaire-s-warning-i-m-selling-the-crash-is-already-here",
  "the-diary-of-a-ceo-2026-07-20-the-man-who-made-100m-before-32-the-secret-was-to-stop-letti"
 ],
 "claims": [
  {
   "holder": "Marc Benioff",
   "claim": "Elon Musk is the greatest salesman in the world, which is how Tesla operates in China with no local partnership.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Elon Musk",
    "Tesla",
    "China"
   ],
   "timestamp": "11:46",
   "quote": "I think Elon is the greatest salesman in the world. That's how.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Jason",
   "claim": "Cheap $20-30k Chinese cars would hollow out and end the US automotive industry overnight.",
   "stance": "prediction",
   "conviction": 0.7,
   "subjects": [
    "China",
    "Tesla"
   ],
   "timestamp": "12:29",
   "quote": "If we had $20,000, $30,000 cars from China, it would be the end of the US automotive industry overnight.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Bill Ackman",
   "claim": "Elon Musk's army of believers and low cost of capital is the best example of using stock-price strength to build a company (Tesla).",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Elon Musk",
    "Tesla",
    "Cost of capital"
   ],
   "timestamp": "25:09",
   "quote": "he builds an army of believers and followers that enabled Tesla to be built",
   "episode_id": "all-in-2026-06-03-bill-ackman-investment-strategy-what-the-market-is-missing-h",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "Technology adoption inflects vertically only when the barriers to adoption are removed — that removal triggers the tornado of demand.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "S-curve",
    "Apple",
    "Tesla"
   ],
   "timestamp": "19:36",
   "quote": "And then you rocket when those barriers are removed. That's the tornado of demand that everybody in the world knows they need this right away.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "The electric vehicle S-curve, expected to reach 40-50% of cars, unusually stalled at 10-15% penetration — S-curves are dynamic and must be re-underwritten.",
   "stance": "assertion",
   "conviction": 0.7,
   "subjects": [
    "Tesla",
    "S-curve"
   ],
   "timestamp": "19:36",
   "quote": "With the electric vehicle S-curve, you have to pay attention to because we thought probably maybe 40 to 50 percent of the cars will go electric, but it did hit a big wall at 10 or 15 percent.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Mikkel",
   "claim": "'TANGOS' (Tesla, Anthropic, Nvidia, Google, OpenAI, SpaceX) could become the new must-own group of AI stocks, succeeding the Magnificent Seven.",
   "stance": "opinion",
   "conviction": 0.4,
   "subjects": [
    "TANGOS",
    "Tesla",
    "Anthropic",
    "Nvidia",
    "Google",
    "OpenAI",
    "SpaceX"
   ],
   "timestamp": "04:25",
   "quote": "altså tangos, kan jo være, det bliver det nye. Og det det, skal have aktie af.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Elon Musk has had a hand in three of the TANGOS companies (Tesla, SpaceX, and OpenAI as a founder), an impressive hit rate.",
   "stance": "assertion",
   "conviction": 0.6,
   "subjects": [
    "Elon Musk",
    "Tesla",
    "SpaceX",
    "OpenAI"
   ],
   "timestamp": "04:42",
   "quote": "To Elon Musk-selskaber, også lige hvad jeg byder mærke i. Og et, hvor han var med som founder fra Skjøvødt også. Tre. Tre har han haft fingrene med i. Altså meget god hitrate.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Tesla's self-driving advantage comes from collecting camera data across a massive car fleet; crunched well, that data yields a strong product, which Tesla now has.",
   "stance": "opinion",
   "conviction": 0.65,
   "subjects": [
    "Tesla",
    "Waymo",
    "autonomous driving"
   ],
   "timestamp": "28:26",
   "quote": "Hvis du kan crunche den data ordentligt, så har du et stærkt produkt. Og det er præcis det, synes, at Tesla har nu",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Tesla FSD Supervised is far more than an extended lane-keep assist — you set a destination on a map and it largely drives you there.",
   "stance": "assertion",
   "conviction": 0.6,
   "subjects": [
    "Tesla",
    "autonomous driving"
   ],
   "timestamp": "29:38",
   "quote": "Altså fordi det er jo vildt, at man sætter et punkt på et kort, og så kan den mere eller mindre transportere det derover.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Drivers will need to take over manually for a long period before Tesla FSD matures, based on their 45-minute test drive that had two manual interventions.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Tesla",
    "autonomous driving"
   ],
   "timestamp": "30:16",
   "quote": "der var situationer, hvor man selv manuelt skulle tage over. Og sådan tror kommer til at være en lang periode nu. Før den bliver mere moden.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Mikkel",
   "claim": "Tesla Europe's official Denmark-launch video shows the self-driving car illegally entering a new Copenhagen bike lane — a traffic violation embedded in a PR video.",
   "stance": "assertion",
   "conviction": 0.7,
   "subjects": [
    "Tesla",
    "Denmark",
    "autonomous driving"
   ],
   "timestamp": "31:27",
   "quote": "den kører faktisk ind i hvad der nu er blevet til en cykelbane ... Så har man som en del af den video, et lovbrud",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Humans make the same bike-lane mistake (he and a taxi did recently), but having it in an official PR video is unacceptable.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Tesla",
    "autonomous driving"
   ],
   "timestamp": "32:15",
   "quote": "mennesker kan også godt lave den fejl. Men alligevel er det rigtigt. Og i en PR video. Nej, så fungerer det ikke.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "When buying a new car, especially a Tesla, you should scrutinize the processor and how often it's updated, since software longevity now matters like it does for iPhones.",
   "stance": "opinion",
   "conviction": 0.55,
   "subjects": [
    "Tesla",
    "iPhone"
   ],
   "timestamp": "34:47",
   "quote": "noget, gerne vil kigge rigtig meget på, det er præcis den procesor, sidder i.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Mikkel",
   "claim": "Given his light driving, he'd only pay for Tesla FSD for novelty — a month or two to test and make a video — not all year.",
   "stance": "opinion",
   "conviction": 0.55,
   "subjects": [
    "Tesla"
   ],
   "timestamp": "35:44",
   "quote": "så jeg ville nok gøre det i en måned eller to, bare for at teste af og sige, at jeg har gjort det, og lave en video her til podcasten.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Jeremy Grantham",
   "claim": "Musk's Tesla success came from talking the stock far above its worth in a self-fulfilling prophecy, which he cannot repeat with SpaceX.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "Elon Musk",
    "Tesla",
    "SpaceX"
   ],
   "timestamp": "46:11",
   "quote": "He's so good at BS, that's a technical term, that he tore the stock up to four or five times what it was worth on paper.",
   "episode_id": "the-diary-of-a-ceo-2026-06-25-billionaire-s-warning-i-m-selling-the-crash-is-already-here",
   "published_at": "2026-06-25"
  },
  {
   "holder": "Elon Musk",
   "reported_by": "Steven Bartlett",
   "claim": "Musk's long-term-thinking discipline led him to build Tesla's batteries and charging network from scratch rather than buy off-the-shelf, compounding into a durable moat years later.",
   "stance": "assertion",
   "conviction": 0.75,
   "subjects": [
    "Elon Musk",
    "Tesla"
   ],
   "timestamp": "10:00",
   "quote": "I could have bought the batteries from Ford, but I'm going to make a completely new battery from scratch",
   "episode_id": "the-diary-of-a-ceo-2026-07-20-the-man-who-made-100m-before-32-the-secret-was-to-stop-letti",
   "published_at": "2026-07-20"
  }
 ],
 "predictions": [
  {
   "holder": "Jason",
   "prediction": "Cheap $20-30k Chinese cars in the US would end the US automotive industry overnight.",
   "timeframe": "unspecified",
   "subjects": [
    "China",
    "Tesla"
   ],
   "timestamp": "12:29",
   "quote": "If we had $20,000, $30,000 cars from China, it would be the end of the US automotive industry overnight.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Chamath Palihapitiya",
   "prediction": "Tesla will be merged into the combined Elon entity (with SpaceX), creating a single corpus of physical, learning, infrastructure, and connectivity capability.",
   "timeframe": "unspecified",
   "subjects": [
    "Tesla",
    "SpaceX",
    "Elon Musk"
   ],
   "timestamp": "1:02:18",
   "quote": "I still don't like the fact that Tesla is over here. And as I told you, that will get merged in",
   "episode_id": "all-in-2026-05-22-spacex-s-2t-case-nvidia-s-shock-selloff-america-turns-on-ai-",
   "published_at": "2026-05-22"
  },
  {
   "holder": "Mikkel",
   "prediction": "Within about four months, Tesla FSD Supervised could be available in 15-20 European countries rather than just four.",
   "timeframe": "within ~4 months",
   "subjects": [
    "Tesla",
    "autonomous driving"
   ],
   "timestamp": "27:03",
   "quote": "så kan det jo være, at vi ikke er på fire lande, men at vi er på 20 lande eller 15 lande.",
   "due": "2026-10-31",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Mikkel",
   "prediction": "If the EU Commission rules against it, Tesla FSD's temporary approval in Denmark will automatically be revoked.",
   "timeframe": "unspecified (pending EU Commission ruling)",
   "subjects": [
    "European Union",
    "Tesla",
    "Denmark",
    "autonomous driving"
   ],
   "timestamp": "36:38",
   "quote": "hvis EU-kommissionen vender tommelfingeren nedad, så forsvinder den automatisk for Danmark.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Chamath Palihapitiya",
   "prediction": "Tesla and SpaceX will merge in a consolidation phase, with the deal structured stock-for-stock so SpaceX's higher future valuation effectively gives Elon a ~50% discount on Cursor.",
   "timeframe": "unspecified",
   "subjects": [
    "Tesla",
    "SpaceX",
    "Elon Musk"
   ],
   "timestamp": "17:42",
   "quote": "we're going to see Tesla and SpaceX merge and it's going to be glorious",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  }
 ],
 "facts": [
  {
   "statement": "On Whale Rock's underwriting, NVIDIA in 2023 was bought at four times earnings, Tesla in 2019 at five times earnings, and Apple at four times earnings.",
   "subjects": [
    "NVIDIA",
    "Tesla",
    "Apple"
   ],
   "value": "NVIDIA 4x, Tesla 5x, Apple 4x forward earnings",
   "timestamp": "19:36",
   "quote": "When we were buying NVIDIA in 2023, we were paying four times earnings.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "Tesla FSD Supervised launched in Denmark on June 9, 2026, announced via Tesla's X account and press releases (the episode is recorded June 11).",
   "subjects": [
    "Tesla",
    "Denmark",
    "autonomous driving"
   ],
   "timestamp": "25:55",
   "quote": "Den 9. juni, altså to dage siden, der kom det simpelthen ud. Tesla skrev på deres ex-account",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Tesla FSD Supervised was approved in the Netherlands on April 10, Lithuania on May 20, Estonia on May 29, and Denmark on June 9, making Denmark the 4th European country with it.",
   "subjects": [
    "Tesla",
    "Denmark",
    "Netherlands",
    "Lithuania",
    "Estonia",
    "autonomous driving"
   ],
   "timestamp": "27:03",
   "quote": "fordi 10. april, det det, blev gåetkendt i Holland. ... Det gjorde Litauen så den 20. maj ... Så Estland altså også hoppe med på vognen den 29. maj, og så Danmark her den 4. af undskyld den 9. juni. Så vi er det 4. land i Europa, der nu har Tesla FSD.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Only about two months passed between Tesla FSD reaching the Netherlands and Denmark; Belgium is said to be next.",
   "subjects": [
    "Tesla",
    "Belgium",
    "Netherlands",
    "autonomous driving"
   ],
   "timestamp": "27:03",
   "quote": "der kun har gået to måneder siden det kom til Holland. ... Efter sine skulle Belgien være lige på trapperne.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "In Europe Tesla FSD is a supervised, more limited version than in the US; cameras watch the driver's eyes and it disengages if eyes leave the road or hands aren't near the wheel.",
   "subjects": [
    "Tesla",
    "autonomous driving"
   ],
   "timestamp": "29:06",
   "quote": "du skal have øjnene på vejen hele tiden. Og kameraerne i bilen holder øje med dine øjne. ... Den kan ikke det samme som den kan i USA. Altså, er en anden version, er her i Europa.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "The Danish Road Traffic Authority (Færdselsstyrelsen) stresses the Tesla cannot drive itself and is only an assistant.",
   "subjects": [
    "Færdselsstyrelsen",
    "Tesla",
    "autonomous driving",
    "Denmark"
   ],
   "timestamp": "30:27",
   "quote": "Færdselstyrelsen her i Danmark er også ude og sige, at bilen kan ikke køre selv, men de siger, er en assistent.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Mikkel's 2023 Tesla has Hardware 3, but FSD requires Hardware 4, so his car cannot run FSD with its current specs.",
   "subjects": [
    "Tesla",
    "autonomous driving"
   ],
   "timestamp": "33:09",
   "quote": "hedder Hardware 3. man skal have Hardware 4.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Tesla recently launched a cheaper 'standard' Model 3 with reduced equipment.",
   "subjects": [
    "Tesla"
   ],
   "timestamp": "34:47",
   "quote": "Tesla er jo for nylig kommet med en billigere Model 3, ikke?",
   "source": "Thomas Harthimmer",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Tesla FSD Supervised costs about 99 euro per month (~750 DKK) by subscription.",
   "subjects": [
    "Tesla",
    "autonomous driving"
   ],
   "value": "99 euro/month (~750 DKK)",
   "timestamp": "35:15",
   "quote": "så ville det koste mig 99 euro om måneden.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "The hosts coin 'TANGOS' as a new AI-focused stock acronym standing for Tesla, Anthropic, Nvidia, Google, OpenAI and SpaceX, succeeding the Magnificent Seven.",
   "subjects": [
    "TANGOS",
    "Tesla",
    "Anthropic",
    "Nvidia",
    "Google",
    "OpenAI",
    "SpaceX"
   ],
   "timestamp": "02:15",
   "quote": "Og det nye hedder Tango's.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Tesla stock rose 10 times over the life of Grantham's Tesla car.",
   "subjects": [
    "Tesla",
    "Elon Musk"
   ],
   "value": "10x",
   "timestamp": "45:29",
   "quote": "Tesla stock went up 10 times over the life of my car",
   "source": "Jeremy Grantham",
   "episode_id": "the-diary-of-a-ceo-2026-06-25-billionaire-s-warning-i-m-selling-the-crash-is-already-here",
   "published_at": "2026-06-25"
  }
 ],
 "first_seen": "2026-05-15",
 "last_seen": "2026-07-20"
}