We Study Billionaires - The Investor’s Podcast Network

TIP761: Tesla Stock Deep Dive w/ Clay Finck

109 snips
Oct 17, 2025
Discover how Tesla evolved from a niche startup to a trillion-dollar giant thanks to Elon Musk's daring leadership. Explore the company's unique edge through vertical integration and groundbreaking software. Learn about the competitive pressures from BYD and legacy automakers, and what Tesla's ambitious Master Plan Part IV unveils about its future in AI and robotics. Clay examines the potential of Tesla's energy business, including innovations in battery technology, and discusses the economic implications of the forthcoming robotaxi market.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Rebuilding The Auto Stack

  • Tesla rebuilt the automotive stack with software, vertical integration, and a charging network to enable exponential growth.
  • These structural changes turned a niche EV startup into a company reshaping transportation and energy.
INSIGHT

Battery Cost Curve Unlocks EVs

  • Battery costs fell ~90% from 2008–2023, transforming EVs from niche to mass-market viable.
  • Declining battery costs create a long runway for cheaper EVs and broader adoption.
ANECDOTE

Musk's Capacity To Suffer

  • Clay recounts reading Walter Isaacson's Musk biography and notes Tesla repeatedly nearly failed without Elon.
  • He emphasizes Musk's personal sacrifices, like sleeping on factory floors to save the company.
Get the Snipd Podcast app to discover more snips from this episode
Get the app