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What podcasters are saying about Tesla (TSLA)
Summary
In the past 30 days, 23 speakers on 15 finance podcasts discussed Tesla (TSLA) in 45 views. Going by each speaker's latest call, 10 are bullish and 8 are bearish. Chorus has followed Tesla since October 1, 2026.
Who talks about it most
- Gene Munster · 6
- Ed Elson · 5
- George Noble · 5
- Scott Galloway · 3
- Karim Bousta · 3
- Brett Winton · 3
- Ted Mortonson · 2
- Steve Eisman · 2
- Guy Adami · 2
- Jack Altman · 1
The latest views
Newest first. Every quote is checked against the episode's transcript.
Jack Altman · BenchmarkBullish
Tesla is dominant in self-driving, driven largely by its large data advantage.
Jack says self-driving took a while to arrive, but it is now fully here. Tesla is obviously dominant, and he attributes much of that to infinite data. He suggests that once these systems get enough data, they may simply work, which he uses as a parallel for robotics timing.
“self driving, Tesla's obviously dominant. But a lot of that was because of just infinite data.”at 49:23
Uncapped with Jack Altman: Benchmark Breakfast #1 | Jack and Ev ·
Dan Chiolan · Prof G MediaBullish
Tesla's robotaxi is scaling fast and has a large cost edge, though it still trails Waymo.
Chiolan says Tesla moved from a service with human monitors to fully driverless commercial service in six cities in a few months. He sees the scaling as real progress, even though Waymo is far ahead on volume. He says Tesla's main edge is cost. The Cybercab costs about $25,000 to produce, while Waymo's vehicles cost more than $100,000 because of their heavier sensor suite. He says Tesla is still significantly behind, but its position has improved quickly.
“But the biggest advantage that Tesla has over Waymo is cost. So those Tesla Cybercabs cost about $25,000 to produce, whereas Waymo's cost upward of a $100,000.”at 23:53
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Andrew McDermott · Mission Value PartnersBearish
Tesla's roughly $2 trillion valuation is unjustified given its losses, and index investors are forced to own it.
Andrew uses Tesla as an example of why US investors are questionable. He says S&P index investors are forced to own Tesla, and it has a valuation near $2 trillion while still losing billions of dollars. He questions why he would need to finance that, arguing the returns on US assets are more questionable than they appear. He frames this as a reason foreign savers are reconsidering their US equity exposure.
“$2,000,000,000,000 valuation, and it's losing whatever it lost, of billions of dollars. Why do I need to finance that?”at 55:03
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Michael Landsberg · Landsberg Bennett Private Wealth ManagementBearish
Tesla's stock multiple is too high to understand, so his firm has never owned it.
Landsberg says his firm has never been a big Tesla fan because the valuation multiple is something he can't understand. His firm prefers to buy businesses it can understand and explain to clients. He calls the stock multiple crazy, despite saying the cars are cool.
“We've never been big Tesla fans. Just because the multiple, I can never understand that.”at 27:34
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Courtney Garcia · Payne Capital ManagementNeutral
Tesla's car business is improving, but its 207x forward multiple reflects SpaceX merger hopes.
Garcia says Tesla's core car business is expected to grow after two years of decline, which she calls partly justifiable. However, Tesla has never traded like a car company. It trades at about 207 times forward earnings, largely because of a possible SpaceX merger that could move future revenue into SpaceX. She expects the stock to be priced accordingly if the deal happens.
“I mean, their fundamental business always was their cars... Right? And they're actually expected to have growth after two years of decline. So I do think there is some of that that's justifiable.”at 30:50
CNBC Fast Money: Anthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26 ·
Katie Stockton · Fairlead StrategiesNeutral
Tesla is not among the most attractive mega caps technically; it lacks a true breakout.
Stockton says Tesla got through its 200-day moving average but has not really broken out, and a down trend line still applies. She prefers mega caps with long-term up trends and good momentum, and Tesla has neither. She would become interested only if it breaks out.
“So I feel that among the mega caps, it's certainly not the most attractive from a technical perspective. We prefer long term up trends with good momentum. This has neither.”at 31:35
CNBC Fast Money: Anthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26 ·
Scott Galloway · NYU Stern School of BusinessBearish
Tesla's core business is shrinking, and its roughly 300x P/E is unjustified against an auto industry near 18x.
Galloway compares the two companies' latest quarter. SpaceX revenue rose 161% with about $4.4B net income and a 60% EBITDA margin. Tesla's revenue was flat, operating income fell 56% to a 2.6% margin, and deliveries fell 2%. He says Tesla trades at a P/E near 300 against an industry near 18, and calls it a company 'on its eighth of nine lives' that is out of magic tricks, citing the Roadster promised in 2017 and delayed four times. He states he is a Tesla shareholder.
“SpaceX revenue is up a 161% with net net income of 4,400,000,000 and a 60% EBITDA margin. Tesla's revenue is flat, and operating income is down 56% with a 2.6% margin, and deliveries are down 2%.”at 8:13
Prof G Markets: The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX ·
Scott Galloway · NYU Stern School of BusinessBearish
Tesla is making no real progress in autonomy, doing far fewer rides than Waymo, and robot targets look unlikely.
Galloway argues Tesla's autonomy claims are not backed by performance. Waymo is doing about half a million rides a week, while Tesla does very few, with a safety monitor in the front seat. He doubts the promised five million robots a year will happen and expects autonomy to fall short of expectations. He says he is a Tesla shareholder.
“Okay. You're making no progress in autonomous. Waymo's doing a half a million rides a week. You're doing very few with a safety monitor in the front seat.”at 10:45
Prof G Markets: The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX ·
Ed Elson · Prof G MediaBearish
Tesla is in structural decline, with falling revenue and deliveries, and its stock has badly lagged.
Elson cites Tesla stock down 13% over the past year and underperforming the S&P 500 by about three times over five years. He says the core business is in decline: revenue fell again last quarter and car deliveries fell as well. He argues the robotaxi and other stories are being used to distract from this. He says he owns Tesla indirectly through S&P 500 index holdings.
“Tesla stock, it's down 13% in the past year... the business is actually in decline. It's because revenue has fallen. It just fell again last quarter. The car deliveries just fell as well.”at 13:01
Prof G Markets: The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX ·
Ed Elson · Prof G MediaBearish
Tesla's robotaxi is millions of miles behind Waymo, which is the clear front-runner.
Elson says the robotaxi is the story investors are excited about, but Tesla is millions of miles behind Waymo. He describes Waymo as the winner and front-runner in the race, 'and it's not even close.' He treats this gap as a reason the Tesla story faces pressure. He says he owns Tesla indirectly through the S&P 500.
“The story people are excited about is the robotaxi... the robotaxi is, like, millions of miles behind Waymo, which is the the winner and the front runner in this race, and it's not even close.”at 13:38
Prof G Markets: The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX ·
Ed Elson · Prof G MediaBearish
Tesla holders get SpaceX stock whose price could fall, erasing the premium and their voting protections.
Elson expects the deal to be a stock swap, with Tesla holders converting shares into SpaceX stock at a premium RBC puts at 20-30%. Because the currency is SpaceX stock, the premium disappears if SpaceX falls 20% the next day. He sees that as likely, since he thinks SpaceX is overvalued. He also argues the deal consolidates control: Musk holds about 80% of SpaceX's votes versus about 20% at Tesla. Non-voting SpaceX shares would let Musk drop the shareholder protections that constrained him at Tesla, so Tesla holders would give up voting rights and buy into a precarious valuation.
“But you also have to remember that the currency is gonna be the SpaceX shares... if SpaceX stock falls by 20% the next day, then you're not actually getting a premium.”at 20:44
Prof G Markets: The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX ·
Scott Galloway · NYU Stern School of BusinessBearish
No outside buyer would pay Tesla's current price, so a SpaceX premium deal would be unsupported and hurt Tesla
Galloway says a special committee would benchmark the deal against what an outside buyer would pay for Tesla. His answer is that buyers would pay about 30 cents on the dollar, and no one would pay even the current price, let alone a premium. He compares it with Apple, the most plausible acquirer, which would need roughly $2T for Tesla (about $1.5T market cap) and would take 30-40% dilution, so he doubts it would happen. He expects a like-for-like share exchange at the closing price, and thinks any deal would produce an ugly first-day hangover in trading. He adds that regulators, CFIUS and antitrust reviewers, and state attorneys general will not simply rubber-stamp the merger.
“What would someone else pay for Tesla? And the answer is they pay 30¢ on the dollar. There is no one out there that would even pay the current price, much less a premium.”at 38:25
Prof G Markets: The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX ·
Ted Mortonson · BairdBullish
Combining Tesla and SpaceX is one plus one equals four, though both need to clear near-term financing.
Ted sees the rationale for combining Tesla and SpaceX as capex and reuse of superintelligence technology. Tesla underspent its capex by billions, and it is reallocating that spending to Optimus robots and its AI offerings. Elon Musk wants to use Grok-based superintelligence across manufacturing and products, and then apply it through SpaceX. Ted calls it a brilliant strategy and a very smart company. The problem near term is that neither company is free cash flow positive, and Musk is spending heavily and returning to market for funding. If he gets through this front-end financing, cash flow should turn massively positive and the company will grow into its valuation.
“I think when you combine SpaceX and Tesla, one plus one equals four.”at 44:30
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Ted Mortonson · BairdBullish
Tesla is multiple years ahead of any US automaker in battery and modular manufacturing.
Ted says he has spent a lot of time in Austin looking at Tesla's automotive operations, including battery generation and modular manufacturing. Based on what he saw there, Tesla is multiple years ahead of anybody in the US.
“He's multiple years ahead of anybody in The US.”at 44:53
Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? ·
Steve Eisman · The Real Eisman PlaybookBearish
Merging Tesla with SpaceX is a very bad idea; the combined company would be too complex.
Musk disclosed that a committee was formed to discuss merging Tesla with SpaceX. Eisman thinks this is a very bad idea because SpaceX is already complicated enough. Tesla would bring an EV business that has lost massive market share to the Chinese, an autonomous vehicle division he calls questionable, and a solar business that is not very good. The combined company would be incredibly complex, difficult to manage, and hard for investors to understand.
“Now I think this is a very bad idea. SpaceX is already complicated enough.”at 10:12
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Steve Eisman · The Real Eisman PlaybookBearish
Tesla's flat revenue and unproven autonomous driving make its results poor and the stock a bearish story.
Tesla's total revenue grew 0%. Automotive revenue fell 1% to $20.5 billion, and energy generation and storage fell 16% to $2.9 billion. Services was the one bright spot, up 33%. EPS fell 4% to $0.48. Eisman says the EV business has lost massive market share to Chinese competitors, and the solar business is not very good. He argues the future of Tesla depends on autonomous driving succeeding, and there is no real indication that it is succeeding.
“Total revenues grew 0%. ... The future of Tesla hinges on the success of autonomous driving and I have to say there is no real indication that Tesla is really succeeding here.”at 11:54
The Real Eisman Playbook: AI Narrative Switched, Debt Yields Spike | The Weekly Wrap ·
George Noble · Noble Capital AdvisorsBearish
Tesla's roughly $1.5 trillion value is unjustified by its cumulative profits of about $38 billion.
George says Tesla has made about $38 billion of cumulative profits, despite billions in emissions and tax credits. Its best year was about $15 billion, and sales are now declining. In a chart exercise, he hid the company name and asked analysts to value the profit history, and their estimates were in the $150 to $300 billion range, far below Tesla's market cap. He treats Tesla and SpaceX as inextricably linked and describes the merger talk as two overpriced companies holding each other up.
“They've made $38,000,000,000 cumulatively. That's despite billions and billions and billions of emission credits and tax credits.”at 32:50
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George Noble · Noble Capital AdvisorsBearish
Tesla has gone nowhere for five years and its valuation is unjustified; he is short it.
Tesla's stock has been unchanged for five years while the market rose sharply, so owning it has been a bad investment, while his short taken at the end of last year is up about 20-25%. He argues Tesla trades at about 14 times revenue, while an ex-growth auto company should trade near one times sales. He also says Musk has never earned his cost of capital except in one year, so the valuation is not supported by economics, and that accounting loopholes and unenforced rules let the market price this anyway.
“The last five years, Tesla has done nothing. It's unchanged while the market skyrocketed. Owning Tesla for the last five years has been a bad investment decision.”at 40:37
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George Noble · Noble Capital AdvisorsBearish
Tesla's robotics venture is worth only about $30-40B against a roughly $1.5T market cap, so it barely moves the needle.
Noble says the robotics business has so far produced nothing. Benchmarked against the best robotics companies, he values it at roughly $30-40B. Against a market cap of about $1.5T, that is too small to justify the stock's price on robotics alone. He says the stock itself is the product, and that the showmanship is designed to lift the share price rather than to sell cars.
“The pretend robotics venture, which really has nothing so far, but if you benchmark that against the best robotics companies, it's worth, like, 30 or $40,000,000,000.”at 5:28
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Gene Munster · Deepwater Asset ManagementBullish
Tesla's FSD attach rate rising from 15% to 70% shows adoption is accelerating, though still nascent.
Munster notes autonomy is about 1% of total ride-sharing miles. He cites Tesla's FSD attach rate rising from about 15% three years ago to about 70% today. He concludes that something bigger is going on, while acknowledging that the technology is still nascent. He treats this as part of the broader case that AI and physical AI are early and bigger than the market recognises.
“The attach rate for FSD has gone from about fifteen percent three years ago to 70% today. Something bigger is going on, still nascent.”at 11:22
CNBC Closing Bell: Closing Bell Overtime: Tech’s Rally Comes Undone 10/22/26 ·
Karim Bousta · DVx VenturesUncertain
Tesla's auto business is shrinking but its cash flow and margins improved, showing it can partly fund moonshots.
Auto business trends are negative and deliveries have not grown much, but Q3 free cash flow of about $1.5 billion improved on last quarter and auto gross margins rose two points without sacrificing margin through discounts. He attributes this to execution. The cash is small against the tens of billions of capex needed, but it shows the car business can deliver its part of funding the big projects in coming quarters. His view is partially positive, not a full endorsement.
“free cash flow, which is one of the key metrics that we should look at, has improved compared to last quarter... the car business can deliver its parts in generating some cash that is going to be needed in the coming quarters.”at 4:19
Ed Elson · Prof G MediaBearish
Tesla's roughly 300x earnings multiple requires robotaxis and robots to explode; he is skeptical.
Tesla trades at more than 300 times earnings, against about 17 times for the rest of the auto industry. Improving margins and execution in a declining auto business does not justify that. To support the valuation, the company needs an enormous new business to explode, such as robotaxis and humanoid robots, and he has not seen evidence yet of real markets for either. He says he is skeptical of the stock.
“trading at more than 300 times earnings, you have the rest of the industry trading at around 17 times earnings... I'm skeptical of of this stock.”at 6:12
Karim Bousta · DVx VenturesBearish
Tesla's robotaxi progress is unproven; no material milestones yet and trust-building and scale remain hard.
Tesla has announced no material numbers, milestones or deliverables for robotaxis, and it is running a very small fleet slowly while still fine-tuning the system. Trust from regulators and the public is the priority, and without it there is no business. Even after proving safety with about 100 cars, Tesla must scale to about 10,000 and catch up to Waymo, which delivers around 500,000 fully autonomous rides every week. He agrees with the host's skepticism.
“it's hard to say that it's going well when we don't see any material number or milestones or deliverables announced by the company that we can look into.”at 8:49
Karim Bousta · DVx VenturesUncertain
A Tesla-SpaceX merger could help via shared AI compute and chips, but won't fix Tesla's core execution work.
He says the outcome depends on the deal, which has not been seen. For Tesla there are real benefits: access to SpaceX compute and AI, the ability to share chips, and SpaceX's cash-generating Starlink business as a funding source. But the merger does not change what Tesla must do itself. Robotaxis, Optimus, manufacturing, deployment, charging and finding customers still have to be built by Tesla, and the merger does not help with that physical ramp.
“there's for sure interesting opportunities for both companies. I think on the Tesla side, having access to SpaceX compute and AI and being able to share chips is going to be very interesting.”at 10:53
Jason Lemkin · SaaStrNeutral
Tesla will merge into SpaceX within six months; this is its last standalone event.
Lemkin reads Tesla's recent stunts as the last standalone promotion before a merger with SpaceX that he expects within six months. He says keeping the companies split makes no sense for Musk, who wants one company. He credits Musk's personal premium for supporting Tesla's high valuation, and sees the stunts as sustaining that for another year.
“I think it's the last standalone big hurrah before it becomes one big company over the next six months, which was always Elon's goal. Having this company split up makes no sense for him.”at 54:42
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Tobias Carlisle · Acquirers Funds / The Acquirers PodcastBearish
Tesla's self-driving is still about ten years away despite Musk's earlier timelines.
Carlisle notes Musk has said for five to ten years that autonomy was near. He concludes that, from the outside, Tesla is still roughly ten years away from self-driving. He contrasts this with Waymo, which he asks about and treats as further along.
“Musk saying it's five years ago, ten years ago. Clearly, it's still ten ish years away for Tesla.”at 42:19
Guy Adami · CNBCBullish
Tesla's auto margins are its best in years, but the stock is held back by the SpaceX merger math.
Adami says Tesla's margins excluding regulatory credits are almost 19%, the best seen in a long time, and the business appears to be accelerating the right way. He thinks the stock is not trading in line with this because the market is working out how many SpaceX shares Tesla holders would receive in a potential merger. Since that outcome depends on Musk's decision, the stock is hard to value.
“If you look at margins ex regulatory credits, almost 19 [%]. That's the best we've seen in a long time. So good for them.”at 13:52
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Gene Munster · Deepwater Asset ManagementBullish
Tesla's 5M-vehicle ambition implies about 25% annual growth, signaling the EV winter is ending.
Musk pointed to about 5 million vehicles in the 2030s. Gene notes that deliveries of about 2 million this year would imply roughly 25% growth for each of the next four years. Vehicle volume has been flattish for the past couple of years, so he reads the target as the EV winter ending, with FSD becoming a bigger part of the purchase case. He calls the statement very bullish, though he says the market shrugs it off.
“That implies 25% growth for each of the next four years. It's been flattish for the past couple of years. That means that the EV winter is ending.”at 38:22
CNBC Fast Money: Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26 ·
Gene Munster · Deepwater Asset ManagementBullish
Tesla's FSD growth marks an inflection point and is bad news for traditional auto.
Tesla's FSD miles driven rose about 190% year over year in the September quarter, versus about 190% in June and 125% in March, which he calls an inflection point. As FSD becomes a bigger part of the consideration when people pick their next car, that is bad news for traditional automakers. He also says the market is shrugging off otherwise very bullish comments, and that the fundamentals (margins, FSD, vehicle outlook) are going very well at Tesla.
“This is an inflection point that's going on. FSD is going to become a bigger part of the conversation when people start thinking about what car is next. That's bad news for traditional auto.”at 39:34
CNBC Fast Money: Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26 ·
Gene Munster · Deepwater Asset ManagementUncertain
Gene puts a 95% chance a Tesla-SpaceX combination happens within two years.
Musk addressed the Tesla-SpaceX merger the night before and said he would not discuss it further on the call. Gene reads that as a signal that a combination is coming, and puts the odds of something happening within two years at 95%. He says investors are struggling to figure out how to value Tesla against that outcome, which is why the stock is not reacting to the fundamentals.
“I would put a 95% chance something happens in the next two years.”at 40:22
CNBC Fast Money: Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26 ·
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