YouSaid · the spoken record

Zach Dell

lines on the record: 76
first: 2025-10-09
most recent: 2025-10-09
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“Making some notes. Boti What I do I tell people in my venture firm, Duboti, back of the envelope, just do it in your head. Man, this breaks people's brains. To be able to do math in your head is... I don't want to say a sign of intelligence, but it's a sign of a hustler when they can do back of the envelope math. That's when you know you don't want to be in a poker game with that one. All right, Body's been another amazing episode this week in startups. We'll see you on Friday.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“So, for me, and I'll have Kabir work on a model. So somebody let Kabir know, send him this link here. I'm going to make a model for this, and we'll put it in the docket. And then we'll make the model open source. Y'all can create new tabs in the model and make it better than what I explained here. But this is my back of the envelope, which is my speciality. Back of the envelope math.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“So let's say there's 10 companies playing in this big game XII, OpenAI, Anthropic, Amazon, Microsoft, Google, Apple eventually. You start to get, let's say, seven players or, you know, OTESLA, let's say seven players. Seven players put $200 billion in each, 300 billion in each? Now you're at $2 trillion. So it's quite possible there'll be a trillion or two trillion in spend over the next five, ten years. But that means per year, $200 billion a year. So it's quite possible that the revenue from this at $1.3 trillion could actually work out. It could actually work out. The math maths”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“But I just, if you look at what's been announced, it's like $100 billion from, well, I mean, Sam said a trillion. We'll just throw that number away. But let's say there's seven, eight. I know. I think that's just him. I'm sorry, I know.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“First world, the developed world developed worlds the correct, politically correct way to say it. So the developed world, I don't know, it's a pretty big tam.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“To put a price point on that 20% of what US pays, right? Sure. So you have all that stuff going on around the world. That's where I think we're going to wind up. I'm only including.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“You got $1.3 trillion in revenue. That's a big number. That's a lot of revenue. And if it was worth, I don't know, five to I would say seven, eight times price to sales ratio or 10 times price to ratio, you know, the prize is clearly $10 trillion. And that's not counting any gains that come downstream in the developing or frontier markets. Developing market like China or frontier market, you know, I guess that would be like maybe some of the countries in Africa, et cetera, that don't have rule of law exactly. But they're still going to be, it doesn't mean they're not going to use some of this stuff, but these might use it on average for a buck a person or five bucks a person.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“I'm going to go with the 25 buck a month. You got a billion people spending 300 a year on consumer-based products. Okay, now you got another $300 billion, yeah?”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“So, you know, you got a trillion dollar TAM just for the business case. And I'll include in that like the API calls and everything. Sure. The 500 million people who really work in the Western world, that's the United States, Canada, Europe, et cetera, modern world spend, not discounted for local currencies or anything, just EU, US dollars. Okay, now let's say there's a billion people as consumers willing to pay roughly what they pay for Disney Plus and Netflix, so 30 bucks a month, maybe 25 bucks a month.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“500 million there Let's say they spend $2,000 each a year. So, you know, what does that equal? It's a big number. I'm on it. And then you take another. Let's say, go ahead. Yeah.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“When do they get out of the J curve? And then people are going to start doing, you'll see it. At some point, people are going to build a J curve chart when they have all the, finally have all the information on these deals when OpenAI files their S1. And that's when you will be in there and other folks will be in there with a fine-tooth comb saying, hmm, this seems like a revenue ramp that's not possible. And this is where the total addressable market comes into play. And I did a total addressable market here on the show at one point in just broad strokes. People spend a couple thousand dollars a year in the modern world on SaaS products, right? So if we say this is roughly equivalent and we probably get more value from this, maybe you keep some of that SaaS, but you might replace some of that SaaS spend with this. Let's take 500 million people working in the real world.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“And it's concerning to people. So when it goes from people in our industry talking about it or talking about it on an industry-based show like this weekend startups, we're all in or whatever it happens to be. When the insiders in the industry are talking about it, and then at some point it tips over into mainstream media, like you said, FT, economist, et cetera. And then the rest of the world's talking about it. Now people are focused on this, the attention's on it. And that's where, you know, if you look at the dot-com bubble, people started to say like, wait a second, if open AI is worth $500 billion and they're making $13 billion, but they're losing tens of billions a year with this build out or more. When are they ever going to get this money back?”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“In Yeah. So when they had the person had like 10 chairs and they were able to be represented by somebody and they made money on their shares. So you could even make money and still sue and still win. So this is all getting, I would say. It was notable, and now I would say the word on the street is it's concerning people. You know, when you turn on CNBC, it's become a topic now.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“And if the shares go back down and then other people, you know, who own shares in the company are negatively impacted while the management teams are benefiting, you have lawsuits and investigations. So that's how this practically could, that's the risk in all of this. Now you don't have to be right to file a lawsuit or win a lawsuit. You could just be an ambulance chasing shareholder and still win. That does happen.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“So now the management has gained something, right? They sold shares. The shares went up because of these deal announcements. When these deal announcements happen, typically the shares go up and the shares will certainly go up when the revenue starts hitting, because people will be more bullish on the companies. Now people sell their shares. They've personally gained from a conflicted party transaction. Then the shares go back down.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“As well The challenge in all of this is these are conflicted party transactions is how they get framed. It's okay to have a conflicted party transaction. You just have to explain the conflict if there is one and there's some diligence you have to do around that. Here's a scenario. Let's say Open AI and NVIDIA, this $100 billion changes hands and it just essentially round trips, let's say. The majority of it round trips. Let's say the management teams of these two companies, not even the CEOs, just the management teams, they start selling shares on the way up. Now let's say there's a recession for whatever reason and all these stocks go down 50%. Nothing to do with the round tripping, nothing to do with the, I shouldn't say round tripping, nothing to do with the conflicted party transaction, I think would be the way to say it”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“It's pretty standard. Actually, it would be the thing that's actually surprising is more like the NVIDIA Open AI deal, where they're putting in $100 billion and then they're buying a bunch of AMD chips. That's the weird one in all of this.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Of the deals we're seeing will have some component of this, which is equity financing. So what that means is if you were in the equity financing piece of one of these investments, it could be done any number of ways. You could have warrants to buy a little equity in the company or You know, whatever. If you were putting in 20 bucks, 7.5 goes in in equity, 12.5 goes in debt, you get paid a coupon on the debt. And then maybe you have some converts or a little pot sweetener to get a little extra equity. But, you know, it's pretty savvy. People are investing in these things. And yeah, it's not actually non-traditional to do equipment financing.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, it's actually good for the shareholders of XAI to have an equipment lease, basically. So equipment leases, people would do those even for small companies. You know, Dell has an equipment leasing program. So if you want to buy, you know, 30 laptops and you're $3,000 each and whatever, you get a monitor for people. You can do that with financing, right? So then you don't have to use your capital to do that. You just pay a monthly fee and spread it out over the life of these, which is five years for these. Some people are doing six. Some people are doing.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Just take one, we'll just do it because it was settled in a year, it'd be faster to get the juice. So in one year, It triples volume.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Sure. So I don't know in a year, it's a year after they launch in the US, it'll be triple two years later, it'll be Triple again. I think they'll triple each year. So, which bet you want to take?”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“My gut tells me this could, the volume here could 10x in the next couple of years. Because remember, they're not legal in the US yet. They have not launched in the US yet. They launched in the US, I think the volume's going to go 10x. Now it may take you a year or two, but I would say 10x the volume, which means they're going to very quickly get to a billion dollars in revenue.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“And if you look, it looks like the Dune data indicates 1.4 billion dollars worth of volume in September, and they're on pace in October for $1.2. So you average that out. That would be, let's call $15 billion a year in volume. $15 billion a year in volume, well, 10% of that would be 1.5. And if they got 1%, that would be $150 million. Is that right? So this could be making a lot of money very quickly and early on if they just get but one percent of that float.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“It's pretty great. I think it's going to be a huge success, I guess the shareholders of intercontinental exchange didn't like the investment right now, or they've been, actually they've been on a downward trajectory since August. So I don't know if that has too much to do with this deal. It didn't.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, of course, just transaction fees. So if you want to, and if it's 10 bips, if it's 1%, who knows what it will be, but there'll be a little vig in there and that's it.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“They're going to take when they're going to eventually take a portion of the fees like other competitors do, and they just haven't launched in the US, but they bought that other company, so they will be launching in the US. And in fact, on polymarket, people are. Right now, there's a polymarket for when they'll go public. I'm sorry, when they'll launch in the US.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, so they are going to distribute the data to the financial institutions who subscribe to their products, and that Will create Revenue for polymarket, am I understanding correctly?”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Eight years older than me. Yeah, maybe you're like, what's left? And what's left is enjoying life. And you also never know what's going on with a person. Sometimes, you know, they can be going through a divorce or they have a kid who's got challenges or a parent who's sick. So I always have a little bit of grace for folks, like without knowing their personal story as to why. And for Tim Cook, I mean 15 years at the helm, he's got to be getting tired. I mean, it looks like he's in great shape for a 65-year-old. That dude's spry. I think he could do it for another 15 years, no problem. But again, if you got 15 years left on the planet in this life form and you're 65 and you could still ski a little bit, maybe you can ski for five more years or 10 more years. Maybe you can, you know, really have a fourth act. You know, used to have like...”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“The stakes are higher, obviously. It's a bigger company and less time actually doing product and more time being, yeah, the representative of the company, at times a diplomat, you're dealing with geopolitical issues, India versus China versus Vietnam. Yeah, and I guess, you know, at some point the great success of Apple, buying back so many shares, so much cash, the stock going up, you know, so consistently over the 27 years that Jeff Williams was there, like at a certain point, the money does become a distraction. And you have to think when you're 62 years old like he was when you retired.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Well, 50 years old is when I believe Tim Cook took over for Steve Jobs and there was a guy named Jeff Williams who was supposed to be, he was the COO of Apple up until July of this year. And he was supposed to be the heir apparent, Jeff Williams. And he was involved in a lot of launches. I think he was like even Apple Watch, iPod, a bunch of like, you know, he's been there forever. What happened to, I guess, Jeff Williams was my question. I know that you had Johnny Ive leaving. But when did Jeff Williams stepped down on july eighth?”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, this is a bad idea, folks. You don't need to be paranoid to be concerned about Chinese robots. That's just common sense. I did see in the news people speculating about Tim Cook. Retiring or stepping down at some point is going to be 65 years old. And I guess this came from Bloomberg and the very famous Apple reporter there, Mark German, who Gets things right. Tell us what's going on in Cupertino.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“There's like TikTok, and then there's also attacking and being able to go on the offensive and do missions. These things are a different breed than your app, TikTok, you know, stealing your location or something like that. They can actually go do things in the real world. And here it is, security researchers say G1 humanoid robots are secretly sending information to China. And yeah, what if these things go wrong? Is I guess the key.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“You cut me off at the pass. I mean, I think we need to talk to Vice President J.D. Vance about this or maybe Marco Rubio. He's Secretary of State, yeah. We need to talk to these two gentlemen because Selling robots from China does not sound like a great idea. And was it true? I saw this spreading, that unitry robots were sending data back to the mothership?”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Whereas Waymo is like, we're going to focus on smaller dense areas and make it perfect. Now, if you limit the area dramatically like Waymo has and you have LIDAR, you're constantly, every car is building a 3D model of the world every ride. So if something changes, somebody double parks or like there's a dumpster or someone we put outside somebody's house because they're doing a construction project, whatever it happens to be. You know, there's a construction project of some type in the street. It's going to get built into the world model faster. So less area equals better stability.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Okay, so 226, if you were going, I don't know, 30 miles per hour, you're talking about every nine hours or something like that, not even 10, like maybe eight hours, no seven or eight hours, you would have a critical disengagement. In other words, if this was three shifts a day, or no four shifts a day, you'd have four critical disengagements. You have a critical disengagement every eight hours. Obviously, it's not acceptable, not ready to take the driver out. It needs to be, I don't know, something critical happens once every two months. I don't know. I don't know what the right number is because the metrics and the statistics are not normalized, but Tesla is going for the wide. They're going that we can launch these anywhere.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“So, if you were going in a critical disengagement, as somebody could get hurt. So, what that means is if the car is going, what did you say was 250 miles without a disengagement?”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“From the super fans who are doing rides in the Bay Area with a driver, have a ride sharing service there now and limited supply. And then the Austin one, I would say, you know, they're at 96 or 97%, depending on the ride, obviously, but the FSD tractor, I think, still has it at 97.4. Estimated distance with no disengagements. Last 30 days 97.4 drivers with what does it say one or no disengagements last 30 days? Yes.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“and get it down to 25k or 30k and under that's when it's going to be super magical but i think they're just going to go for optimus and i think even self-driving is like going to wind up being de minimis compared to the opportunity with optimists so i do think they'll get self-driving working in the next year or two uh to be able to take the safety driver out that's my timeline i know other people are thinking it's going to be three months or six months or three weeks 14.1 just came out um and if you look at um the website fsd tracker which is like consumers saying what they're getting and then you just take the anecdotal row the anecdotal”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Need to put out the model tube. I think this is a great step. I think the world wants a two door hatchback and then maybe a minivan from Tesla. But firing up new lines of cars is hard. And I think they, although they may do that, I don't have any inside information, obviously, but if they do that, if they can do that, that would be amazing if they could have either of those cars. And then you would be, you know, competing with the Prius, like the Two Door Prius or whatever.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“In the south, these have little holes in it, and I guess there's a series of pipes that blow cold air and the cold air comes through the holes and it freezes your nuts.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, they have little holes in them. This has existed for a while. You have heating seats, right? Which is just like a mesh that warms it. You need that in the northeast.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“A similar range, but they use less batteries because they made it lighter. And then all kinds of tiny savings. I saw people talking online about the seat adjuster is now in the dashboard as opposed to the components on the side. So if you just keep stripping these things out, little tiny things like that add up $50 here, $150 there, a little bit less actual batteries while maintaining the range because it's lighter. They have fabric seats, not leather. You don't have the cooling, which if. You're in Texas, I can tell you. You need to have air conditioned seats. You get into an air conditioned Tesla with the air conditioned seats. Oh my God, your car goes from being 110 degrees inside to, you know, just beautiful 72 in minutes. It's amazing. So wait.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, these are much more affordable. The only difference is some of the trim and some of the components. If you look at the trim, the light on my new juniper model Y, which I think I'm leasing, but it's like 55, maybe it was 60K all in. So this is 40K and it would be 48 with self-driving. So I think it's 12K less than mine. You have the light goes across and you have a glass roof, not a steel roof like this one has doesn't have the glass roof, which some people might prefer actually because sometimes you get too much light in if you're in Arizona or Texas. And these look a little slower.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Would be pretty cool. But I guess it's the wheel spinning. But there's major pressure right now on the EV category in terms of affordability from two fronts. One is the tax credit going away. You just get 7,500 or something. And then internationally, BYD, Xiaomi, we talked about a bunch of these car companies. You can pop up a car company in China like you can pop up a cell phone, a mobile handset operator. So it is a New World, folks.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Well, I just really wanted it to be the leaf blow or the selfishly the Tesla 2.0 so I could have Tesla Roadster 2.0 so I'd have the 1.0 roads and the 2.0 roadster sitting next to each other in the garage”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Let's show that so we folks don't have to imagine it if you missed it. Yeah, look like a fan that would be inside of your computer. I thought this would be a fan that was used in hypercars. There's supercars and there's hypercars. So you have supercars, you know, Ferrari's and Lamborghinis. And then you get to hypercars. Those are the million dollar ones that have over a thousand horsepower supercar, 600 horsepower. So, what was that? What was it? Do we know what that is”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Is I mean, these solar arrays, geothermal, smoothing out the grid batteries, it's, it really is possible right now to just do this. It might take a little incentives on the margin, but not too much. Hey, we had this little spinning wheel.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“And so we're getting pretty close to job displacement. I believe at a level. I don't think we've seen more than once or twice in the history of humanity, ag revolution, industrial revolution. This could be. This time could be different.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“You look at the figure robot just came out. They're coming out with version three. Optimists, these things are doing kung fu. And if you can do Kung Fu, I think you can fill my Amazon package.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, it's really smart that they're doing it in suburbia and where there are single family standalone homes. You could also do it in townhomes, I suppose, but this is going to be so disruptive. I love a great disruptive play and talk about the timing. The timing of this is just perfect because, man, prices for energy are going to spike and it is going to add to the resentment of AI. The resentment of AI, you can see it start to building, you know, cab drivers in Wuhan are already starting to protest, the number of licenses given in China is going to be limited. They're going to limit the number of licenses so that young men don't lose their jobs as drivers. You look at Amazon.”
2025-10-09 · This Week in Startups · Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190 · IDENTIFIED FROM THE TRANSCRIPT · source