Larry Goldberg

Is a 100 Trillion dollar market cap company in the range of possible outcomes? Elon Musk thinks it may be. @Gfilche @TeslaLarry and myself discuss the change that is coming at us fast and the multi-generational investment opportunity that a new space economy, AI, robotics and automation represents.

Summing up my position on a potential Space X - Tesla merger, which I discussed in more detail on @CuriousPejjy's podcast. Looking forward to your comments.

After seventeen incredible years, my latest chapter at Tesla has come to a close. Words won’t do justice to how fulfilling the experience has been, but I’ll try anyway: Tesla barely survived Christmas 2008. I started a few days later in our Finance team, under an ongoing “Tesla Deathwatch”. I slept under my desk in San Carlos, CA at least once, and I wasn’t the only one. There are many companies with hard-working and talented employees, but few have the level of commitment and collaboration of the Tesla team. In retrospect, this should have been an obvious predictor of the successes that would follow. This is as true today as it was in 2009. To my former Finance team: You are heroes within a company full of heroics, given the full-body workout that is your daily job. Take an Accounting or Finance textbook off the shelf and flip to a random page - Tesla is undoubtedly manifesting the underlying concept in the real world. From selling hardware and software under various business models, managing assets of all types (including digital ones), to pursuing continuous investment into an ambitious future throughout the world, you make the impossible look easy. To my colleagues across the rest of the company - I am grateful for the time that you have spent to educate me, including during my stints outside of the Finance team. You have started with one of Tesla’s strongest advantages - the strongest talent across engineering, manufacturing/operations, and customer-facing functions - and have turned it into an unstoppable force via your “one team” attitude. For me, late-night sessions on topics ranging from the physics of a brake rotor to the training of a neural network proved more valuable than any classroom experience that came before, and made the company stronger as a result. Going to work is not supposed to be this much fun. @elonmusk : A heartfelt thanks for your endless love of humanity, and for demonstrating the power of thinking from first principles at all times, about all things. When Abundance is achieved and money ceases to have meaning, these lessons will be the most valuable commodity in our economy. To the outside world, who may not have experienced the above first-hand: Remember that Tesla’s mission is so ambitious and complex that any narrative about the company is naturally an oversimplification. Seek the truth about the company at all times. And support it in any way that you can! There are few higher callings/better uses of your time.

My friend @TeslaLarry spent about 90 minutes laying out the structural crisis inside American healthcare. And the conclusion is straightforward. We can keep going the way we are. Toward a $5 trillion healthcare system. Declining life expectancy. More medical bankruptcies. More uninsured Americans. And layer after layer of government intervention trying to manage the consequences. Or we can change the system. Not with slogans. With structural reform. Larry’s point is simple: the United States can deliver better outcomes, cover more people, and spend trillions less doing so. But that requires action. And that conversation is starting now.