Alex Wilhelm, Senior Editor at TechCrunch, joins the hosts for an insightful dive into Tesla's impressive Q4 earnings, including their growing supercharger network and production milestones. He discusses the current state of the IPO market, expressing concerns that the window is now closed for many startups. The conversation shifts to anticipated 2022 IPOs like Stripe, Discord, and Reddit, where Alex shares predictions and insights about their potential success. This lively discussion blends financial analysis with the latest in tech trends.
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insights INSIGHT
Tesla's Margin Coup
Tesla's shift to producing more Model 3s, a cheaper car, has surprisingly not hurt their automotive gross margins.
This demonstrates excellent manufacturing and sourcing efficiency, defying expectations.
question_answer ANECDOTE
Tesla's Vertical Integration
Jason Calacanis recalls visiting the Tesla factory and observing their emphasis on building components in-house.
This vertical integration, while initially expensive, now contributes to their efficiency and cost savings as seen in the monitor and HVAC systems.
insights INSIGHT
Tesla's Supercharger Network
Tesla's Supercharger network is a key advantage, growing significantly year over year.
This extensive charging infrastructure addresses range anxiety, a major barrier to EV adoption, making Tesla more appealing.
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A Memory Called Empire, by Arkady Martine, is a captivating science fiction novel that blends political intrigue with cultural exploration. The story follows Mahit Dzmare, a diplomat sent to the Teixcalaanli Empire, a vast and complex civilization with a unique language and culture. Martine's world-building is intricate and immersive, creating a richly detailed setting that feels both alien and strangely familiar. The novel explores themes of identity, colonialism, and the power of language, all while maintaining a fast-paced and engaging plot. A Memory Called Empire is a thought-provoking and rewarding read for fans of science fiction.
A Desolation Called Peace
Arkady Martine
A Desolation Called Peace is the sequel to A Memory Called Empire, set in the Teixcalaan universe. It follows Mahit Dzmare and Three Seagrass as they attempt to communicate with an alien hive mind to prevent war. The novel explores themes of language, personhood, and collective consciousness amidst a backdrop of interstellar conflict. It won the 2022 Hugo Award for Best Novel.
Alex Wilhelm from TechCrunch joins Molly and Jason for a full episode. First, they breakdown Tesla's Q4 2021 earnings including its consistently increasing Model 3 production, profitability and charger network growth (3:08). Next up, they discuss why Alex thinks the IPO window is closed for most startups. We wrap with a review of some of 2022's most anticipated IPOs including Discord, Reddit, Stripe, Impossible Foods, Chime and Instacart (24:45).
(00:00) Jason & Molly intro the show
(01:49) Welcoming Alex to the pod
(03:08) Tesla's Q4 2021 earnings
(08:45) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(10:14) Tesla's growing supercharger network
(14:34) Comparing valuations and EV offerings of automakers
(19:56) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(20:59) Long distance road trips in EVs
(24:45) Is the IPO window closed?
(30:41) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(32:19) Do public market investors have the ability to stomach speculative companies?
(36:09) Stripe - Potential 2022 IPO
(40:49) Discord - Potential 2022 IPO
(47:46) Reddit - Potential 2022 IPO
(57:33) "Yes, No, IPO" Impossible foods, Instacart, Chime, Gopuff
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