Trey Ward
speaker
263 appearances
1 recordings
1 series
first heard Jan 2026
last heard 13 Jan
Trey Ward’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
How I Invest with David Weisburd · E281:The Tsunami of Pain Facing Venture Capital · 13 Jan 2026
podcast
I truly felt like I was watching a generational entrepreneur.
And a lot of people were saying, you know, this is a car company, but if you were reading what he was doing, if you read the master plans, if you listen to how he was approaching the problem, he was going after something much, much larger.
On one hand, him being a great entrepreneur is one thing, but that doesn't make it a compelling investment, right?
Because if everyone agrees with you,
The value is already baked in.
What made it special was I had strong conviction, but the market didn't.
Right.
If you read the news articles, it was short positions.
It was this is a car company that doesn't make money.
And so to me, the best bets are something that you truly believe, but the market doesn't.
E14 is when he announced the Gigafactory.
And that to me was the line in the sand moment of, you think I'm building a car company, let's go, right?
And built a multi-billion dollar battery factory.
The first element that comes to people's mind when you bring up hardware and software is they say hardware is so capital intensive.
Like that's the initial gut reaction.
It really isn't true.
And it might be surprising, but if you start to look at the data, if you look at exits over 250 million, right?
Deep tech fundraising, it's about 13% of the exit value.
If you look at more traditional technology investments, it's around 11% of exit value.
And so the capital intensity of these business models is more similar than people believe.
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