Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 6d ago
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
That is the first and foremost there.
Because the trend was always for Musk to try to vertically integrate that, I don't think that Taiwan Semi or any of the other chip fabs really need to be terribly worried about this because from a long-term standpoint, it was going to happen anyway.
It is, but I think that Tesla in particular, and Musk more generally, has generally been pretty good about adapting to changing market conditions.
The example I'd throw out is Supercharger.
I think at some point, Musk would have thought that Supercharger was going to need to compete
against other third-party charging infrastructure, but the fact is that the third-party charging infrastructure just has never come close to matching what the supercharger network was.
Given that opportunity, given excess capacity in the supercharger network, given excess capacity and demand from the rest of the EV world,
Tesla saw an opportunity, Musk saw an opportunity opening up, essentially, the supercharger network to these third parties.
And I could see the same thing happening here.
I think the question you raise is, Travis, is Musk going to get the timing right?
Or is he going to make these supply agreements too late?
There's a lot in the air right now.
And it's going to take three or four years even for this project even to come close to completion, let alone getting up to capacity.
So you're right.
The timeline is going to be important.
A lot of our information about this is coming from a one-page property tax abatement application in some county in Texas.
So yeah, we don't have the details yet, but I mean, we've been around the block with Musk plenty of times.
The details come when they come and you kind of fill in the blanks.
In the meantime, there's a whole bunch of people trying to speculate about how those blanks are going to get filled.
I took a look at Digital Ocean Holdings, that's ticker DOCN.
Showing 401–420 of 1,715 · page 21 of 86
← Previous
Next →