Episode 75. Greg Lindsay sits down with Gregor Macdonald, the mobility, climate change and renewable energy expert behind The Gregor Letter, to discuss Tesla's massive market cap and what its future trajectory is as part of the energy stack. Greg Lindsay also chats with Jonah Bliss about Fisker and Karma Automotive's multimillion dollar funding rounds, Uber’s latest ambitions, Revel's West Coast launch, and other happenings of the week.