39 mentions across the corpus · positive 5 · negative 3 · neutral 31 · historical 0
Reducing collisions with driverless cars would be good for society but may be bad for GEICO
“On Tesla's most recent earnings call, Elon said, if you've got at scale a statistically significant amount of data that shows conclusively that the autonomous car has”
Reducing collisions with driverless cars would be good for society but may be bad for GEICO
“Tesla has been towing with the idea of writing insurance directly or indirectly, and so far it hasn't really sort of been much of a success”
Reducing collisions with driverless cars would be good for society but may be bad for GEICO
“As a Berkshire and Tesla shareholder, I would like to hear your thoughts on the potential financial effects to Geico, assuming Elon Musk's delivers on his fully autonomous driving goal”
Morning Session - 2024 Meeting
“As a Berkshire and Tesla shareholder, I would like to hear your thoughts on the potential financial effects to GEICO, assuming Elon Musk delivers on his fully autonomous driving goal.”
Morning Session - 2024 Meeting
“in terms of Tesla and the fact that they feel that because of their technology, the number of accidents do come down, and that is certainly provable.”
Morning Session - 2024 Meeting
“Tesla has been toying with the idea of writing insurance directly or indirectly, and so far it hasn't really sort of been much of a success.”
Elon Musk doesn't need to 'overestimate' himself
“his ventures such as Tesla, SpaceX, and Starlink”
Afternoon Session - 2023 Meeting
“Given the recent success of his ventures, such as Tesla, SpaceX, and Starlink”
Morning Session - 2023 Meeting
“Tesla and GM are offering their own electric vehicle insurance”
Morning Session - 2023 Meeting
“Tesla has made and GM. They both have talked a lot in the press in terms of getting into their insurance business.”
Daily Journal Annual Meeting 2023 — Munger Q&A
“Tesla last year reduced its prices in China twice. BYD increased its prices. We're direct competitors. We're so much ahead of BYD -- I mean, BYD is so much ahead of Tesla in China.”
Daily Journal Annual Meeting 2023 — Munger Q&A
“And my policy and Elon Musk is -- he's a very talented man but also peculiar and so I. I don't buy them, and I don't sell them short.”
Daily Journal Annual Meeting 2023 — Munger Q&A
“what he's done with Tesla... It's unbelievable... there's always some little BYD that comes out and does better.”
Warren Buffett (Charlie Rose Returns)
“Tesla has more market value than all the other automobile companies combined...he's taking on General Motors and Ford and Toyota and all these people...and he's winning. That's America.”
“Suppose the hypothetical situation arises where Warren Buffett calls you on the phone to tell you that Elon Musk has contacted him”
TIP346: Masterclass in Valuation w/ Chris Bloomstran
“How products from Tesla & Amazon inspire "blown-awayness"”
Daily Journal Annual Meeting 2021 — Munger Q&A
“We will not be following Tesla into bitcoin.”
Daily Journal Annual Meeting 2021 — Munger Q&A
“Tesla's fully diluted enterprise value of 1 trillion. What do you make of these two pricings?”
Daily Journal Annual Meeting 2021 — Munger Q&A
“would the Daily Journal consider Bitcoin or any other cryptocurrency as an asset on the balance sheet similar to what Tesla recently did?”
Daily Journal Annual Meeting 2021 — Munger Q&A
“This is cheap compared to Tesla currently valued at over 1100 times P/E and 24 times sales.”
Daily Journal Annual Meeting 2021 — Munger Q&A
“Tesla's fully diluted enterprise value of 1 trillion. What do you make of these two pricings?”
Daily Journal Annual Meeting 2020 — Munger Q&A
“I want to ask you about Tesla. The company has a market capitalization of about a $140 billion...My thoughts are two: I would never buy it, and I would never sell it short.”
Daily Journal Annual Meeting 2020 — Munger Q&A
“Why are electric vehicle sales at BYD down 50% to 70% while Tesla is growing 50% and what does the future hold”
Daily Journal Annual Meeting 2020 — Munger Q&A
“Tesla's sales went up because Elon has convinced people that he can cure cancer.”
Afternoon Session - 2019 Meeting
“Elon Musk says that Tesla will start to offer insurance for its cars and can price it better than a typical insurance company”
Buffett: "I was wrong" on Kraft Heinz | February 25, 2019
“the subsidy is going away. I think it goes away at 200,000 units or something like that, and Tesla is hitting it”
“We have seen some CEOs who like to tweet very frequently, including Elon Musk. Yeah. He's certainly somebody who's tweeted a lot.”
Criticizing the cryptocurrency craze | May 7, 2018
“Tesla maybe going back to market to pick up some additional financing. I'm not entirely sure. All I heard was the headlines.”
Criticizing the cryptocurrency craze | May 7, 2018
“what do you think of Tesla, actually, as an investment itself? Bill? I don't want to weigh in on Tesla. Yeah, Tesla's making a great product. They have a very high valuation”
Criticizing the cryptocurrency craze | May 7, 2018
“are there lower insurance rates, talking about the thing about Geico, for a Tesla or for the new Cadillac that has some kind of semi-autonomous driving”
Buffett on Musk: "I don't think he wants to take us on in candy"
“Elon Musk this week on his Tesla earnings call said the following, quote, I think moats are lame.”
2018 Annual Meeting Highlight Reel
“Elon Musk this week on his Tesla earnings call said the following, quote, I think moats are lame”
Morning Session - 2018 Meeting
“Elon Musk this week on his Tesla earnings call said the following, quote, I think moats are lame.”
Daily Journal Annual Meeting 2016 — Munger Q&A
“Last month he sold 10,000 electric cars in China which is more than Tesla sold.”
Morning Session - 2015 Meeting
“Now that Elon Musk has joined the fray this week with his idea of batteries for the home for his new Tesla energy initiative”
Daily Journal Annual Meeting 2015 — Munger Q&A
“why you thought Tesla would fail, and what BYD can learn from this? I think the auto business is very difficult”
Morning Session - 2014 Meeting
“investment in BYD, an innovative transportation company that may be comparable in some ways to Tesla.”
Daily Journal Annual Meeting 2014 — Munger Q&A
“Elon Musk [CEO of Tesla, SpaceX, SolarCity]”
Daily Journal Annual Meeting 2014 — Munger Q&A
“Tesla got in trouble when Aldi came in one side and other people came in on the other. It got tougher.”