Tesla FSD, Language of Lanes, 3D Autolabeling, Data Engine w/ James Douma Dave Lee 2022-11-06 | James Douma and I discuss Tesla's full self-driving tech, competition, timeline, TSLA, and review Tesla's FSD slides part 2 from Tesla AI Day 2022.Jump to 55:35 to watch analysis on Tesla AI 2022 FSD part 2 slides.Watch our Tesla AI 2022 in-depth series:1. Tesla Optimus Robot - Tesla AI Day 2022 In-Depth w/ James Douma #35 (Ep. 676) - youtu.be/6n8BihNX-w42. Tesla Dojo Supercomputer IN-DEPTH w/ James Douma #36 (Ep. 677) - youtu.be/rHKRR99a6MM3. How Tesla is winning the Full-Self Driving race IN-DEPTH w/ James Douma #37 (Ep. 679) - youtu.be/AFp9wLv5t6I4. Deep Dive into Tesla Full Self-Driving Tech + AI Day w/ James Douma #39 (Ep. 696) - youtu.be/3X38tjC7C3sJames Douma on Twitter, twitter.com/jamesdoumaJames Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.Open an brokerage account at Interactive Brokers:interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
The NEW Affordable Tesla is a Shorter Model Y Dave Lee 2025-07-25 | After Tesla's Q2 2025 earnings call, Elon Musk's comment that the new affordable model is "a Model Y" sent shockwaves through the community, leading to frustration and confusion. Many now believe Tesla's next big vehicle is just a cheaper, stripped-down trim of the current Model Y.In this video, I'll break down why I believe that's wrong.I'll argue that Tesla isn't just removing features from the Model Y. Instead, they are launching a new model on the same platform: a shorter wheelbase Model Y. This move, combined with the recently revealed longer "Model Y L" in China, points to a brilliant 3-tier product strategy, much like Apple's iPhone lineup (Standard, Pro, Pro Max).Join me as I connect the dots and explain my theory on the "Model Y S" (Short), how Tesla can make it significantly cheaper, and why this is a genius move to maximize their existing production lines, expand their market, and navigate the end of the US federal tax credit.Topics Covered in this Video:- Elon Musk's controversial Q2 earnings call comment.- The flaw in the "cheaper trim" argument.- My Theory: The Model Y S (Short), Model Y (Standard), and Model Y L (Long).- Evidence from the new 6-seater Model Y L in China.- How Tesla can reduce the price by $6,000 - $8,000.- Addressing headwinds: The expiring tax credit vs. the increasing demand from FSD improvements.- Tesla's long-term manufacturing and platform strategy.What are your thoughts on Tesla's upcoming affordable model? Let me know in the comments below!Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Unsupervised Tesla FSD Is Closer Than You Think - Here’s Why Dave Lee 2025-07-25 | In this video, I break down why I think I'll be able to use unsupervised FSD in my own Tesla in Austin before the year is over. - How Tesla's geofenced Robotaxi network is the key.- Creating hyper-realistic simulations of cities like Austin to rapidly train and validate FSD.- The logical steps from safety-monitored Robotaxis to unmanned Robotaxis, and finally, to unsupervised FSD for personal vehicles in those same proven zones.- What "unsupervised" will likely mean at first (hint: you'll probably still be in the driver's seat, but without the nags!).Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Model Y LONG, Robotaxi War, Elon Musks America Party, xAI Investment - MY TAKE Dave Lee 2025-07-19 | Lots of exciting things happening with Tesla this week. Here's what I cover in my video:1. Elon Musk's America Party - Risk vs benefit.2. Robotaxi Race: Waymo vs Tesla - Who will win?3. Leadership Turnover - Bigger picture.4. Model Y L for China - Why it's a great move and why I expect another smaller model.5. xAI Investment - Should Tesla shareholders approve of a Tesla investment in xAI?6. Bay Area Expansion - Will SF Bay Area get Robotaxi?7. India Entry - What is Tesla trying to accomplish in India?Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
The Dangerous Push to Control Elon Musk Dave Lee 2025-07-08 | I address the idea of requiring Elon Musk spend a certain number of hours per week on Tesla. I also critique the idea of required the Tesla board to oversee Elon Musk's political activity.Elon has proven himself over and over to be one of the greatest innovators and value-creators of all time.Yet some people want the Tesla Board to micromanage his hours and police his outside activity. This would be a terrible mistake.You don’t babysit Elon. You treat him like an adult and give him performance-based compensation tied to long-term ambitious milestones (like market cap, revenue/profit, etc). And then expect him to knock it out of the park like he’s done with every other performance-based Tesla compensation plan.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
My Wife’s FIRST Time Trying a Tesla Robotaxi AND Waymo - HER REACTION Dave Lee 2025-07-02 | I took my wife on three Tesla Robotaxi rides and two Waymo rides in Austin, Texas. I learned a lot from her reaction.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Teslas INSANE Plan to Make Billions of Humanoid Robots - with James Douma Dave Lee 2025-06-29 | If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about James Douma.He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years.In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel).I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called http://teslamotorsclub.com . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else.When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him.I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics).He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge.Here's an hour+ discussion on Optimus humanoid robots with James Douma.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Is Tesla Robotaxi Ready for Primetime? - with James Douma Dave Lee 2025-06-28 | I had the chance to spend the day taking Tesla Robotaxi rides in Austin, Texas with James Douma. We discuss our experiences riding Tesla's driverless cars and the Robotaxi service, possible expansion, Waymo and competition, and more.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Robotaxi Changed His Mind — Investor Emmet Pepper Rides in Austin Dave Lee 2025-06-27 | I spend two days with Emmet Peppers in Austin, Texas as we take multiple rides in Tesla's new Robotaxi service.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
I Tested Tesla Robotaxi & Waymo So You Don’t Have To — Uber’s In Trouble Dave Lee 2025-06-24 | Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.)Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing.Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app.Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market.We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
I Took a Tesla Robotaxi and a Waymo - Here’s How They Compare Dave Lee 2025-06-23 | Here's my video from Day 2 of trying out the Tesla Robotaxi network in Austin, Texas. I took a total of 5 Tesla Robotaxi rides today and also 1 Waymo ride.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
I rode in Teslas new Robotaxi - SHOCKING Dave Lee 2025-06-23 | I took 5 rides in Tesla's new Robotaxi network in Austin, Texas today. Was very impressed!Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Can’t wait for Tesla’s Robotaxi Network launch this month in Austin, Texas! Dave Lee 2025-06-19 | ...
Teslas Next Act: Conquering AI Transport and AI Labor Dave Lee 2024-12-21 | Tesla is doing something fascinating. They're using their auto business as a launching pad into two massive adjacent markets: AI transport and AI labor.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Teslas Q2 Surge: Deliveries Soar, Margins Poised for Rebound Dave Lee 2024-07-02 | Tesla's Q2 deliveries exceeded production by 33,000 vehicles, showing a significant increase from the previous quarter. This strong performance is likely to improve Tesla's financial margins, countering the recent downward trend and challenging the narrative that Tesla is becoming a low-margin automaker.Tesla press release for Q2 2024 delivery numbers: ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-second-quarter-2024Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Investing in AI, Tesla Stock, and the future of Robotaxi w/ Emmet Peppers Dave Lee 2024-06-30 | I chat with Emmet Peppers on the latest trends with AI, investing, Tesla, FSD, Robotaxi, Cybertruck and more.Emmet Peppers on X: https://x.com/EmmetPeppersEmmet Peppers on YouTube: youtube.com/@goodsoilinvestEmmet Peppers on web: goodsoilinvestment.comSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Optimus (humanoid robot) is going to be wild Dave Lee 2024-06-24 | Tesla's Optimus humanoid robot could potentially revolutionize the world with its ability to learn and perform countless physical tasks through over-the-air software updates. As AI capabilities continue to skyrocket, the usefulness of the robot will exponentially increase, driving demand for the product and allowing it to take advantage of the rapid improvements in artificial intelligence.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Shareholders Back Elon Musk - Why It Matters Dave Lee 2024-06-21 | Tesla shareholders overwhelmingly re-approved Elon Musk's 2018 compensation plan and the company's incorporation in Texas at the annual shareholder meeting last week. The vote shows strong support for Musk's leadership and the company's long-term focus on Full Self-Driving (FSD) and the Optimus humanoid robot, despite short-term challenges, and opens the door for a new compensation plan that could increase Musk's voting power to push forward with his aggressive AI and robotics plans.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Why Were Excited About Teslas Future w/Farzad Mesbahi Dave Lee 2024-06-19 | Will CyberCab be made of stainless steel? What do you think?I talk with @FarzadMediaINC (Farzad Mesbahi) about:• Tesla shareholder meeting• Elon 2018 compensation plan re-approval• Texas redomestication of Tesla• FSD• 8/8• Optimus humanoid robotFarzad Mesbahi on Youtube: youtube.com/@FarzadMediaINCFarzad Mesbahi on X (Twitter): https://x.com/farzynessSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
How I Plan to Profit From AI Dave Lee 2024-06-17 | AI has the potential to radically increase the value of certain companies by embedding human-level intelligence into products and services. Two key opportunities to profit from this: creating or reinventing products and services with AI, and investing in companies that are leaders in bringing AI-powered value to their offerings. However, investing in AI companies also carries risks, as the competition to bring AI into products and services will be immense.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Why Teslas Robotaxi Lead is a Game-Changer Dave Lee 2024-06-16 | Some investors argue that Tesla's potential robotaxi service should not be included in valuation models because other companies will quickly catch up once Tesla solves unsupervised FSD. However, the ride-hailing market has strong winner-takes-most dynamics, and Tesla's significant lead in generalized autonomous driving technology would give them a major advantage in establishing a dominant robotaxi network that would be extremely difficult for competitors to challenge.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Robotaxi is coming Dave Lee 2024-06-15 | Once Tesla releases their unsupervised Robotaxi platform will adoption be slow or fast?Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Why Being First Matters for Tesla Optimus Dave Lee 2024-06-14 | In this video I want to focus on two specific things. First, the unique position of Tesla to make the best humanoid robot. And number two, why being first matters with humanoid robots.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Shareholders BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz Dave Lee 2024-06-06 | I talk with Alexandra Merz about Tesla’s upcoming annual shareholder meeting and the two main issues being voted on: 1) Re-approving the 2018 Elon Musk Compensation Plan, and 2). Redomestication of Tesla to the state of Texas.Alexandra Merz on X (formerly Twitter): https://x.com/TeslaBoomerMamaSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
FSD v12: Teslas Autonomous Driving Game-Changer w/ James Douma Dave Lee 2024-04-12 | I’m joined by James Douma as we discuss Tesla’s latest FSD v12 (supervised) release and how ti compares to previous FSD versions. We also dive into Robotaxi, Optimus, LLMs, and more.James Douma on Twitter, twitter.com/jamesdoumaJames Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla FSD v12.3 - Hits and Misses Dave Lee 2024-03-17 | I take to the streets of central/downtown Austin and show some amazing moments where Tesla's FSD Beta v12.3 demonstrating high driving intelligence but also show some moments of hesitation and mistake.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla FSD v12.3 - First Impressions! Dave Lee 2024-03-16 | This morning, I received Tesla's FSD v12.3 software update in my car. If looking for just my impressions, skip to 1:16:45 timestamp.1. Overall, I’m super impressed. Ride quality is much more human-like than v11 with acceleration, braking and turning all much improved.2. Smart decisions - overall, v12.3 made better and smarter decisions in challenging situations than v11. Several places where I know v11 would have difficulty, v12.3 handled with ease.3. v12.3 handled speed bumps perfectly.4. Many of my rides today were flawless and exactly how a human would drive. v11 has a rigidity that is gone with v12.3.Overall, I’m quite blown away by v12.3. I was expecting a version that was comparable to v11 - better in some ways and worse in other ways. But what I’ve experienced (so far) is a system that feels much more confident and capable than v11. v12.3 is far from perfect and there’s still a lot of work ahead for Tesla’s FSD team but the end-to-end neural net approach looks like it’s clearly the right approach.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Q4 Earnings - Key Takeaways Dave Lee 2024-01-25 | I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s comments to investors.Tesla Q4 2023 shareholder letter: digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdfSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla FSD v12: The Quest for General Driving Intelligence Dave Lee 2024-01-23 | I discuss why Tesla had to do a complete rewrite of FSD and more importantly, why it should allow them to improve faster and potentially solve autonomous driving.Narrow Driving Intelligence (NDI) is an approach to autonomous driving where each unique driving challenge, or edge case, is solved individually with a specific solution or algorithm. However, this approach does not improve the vehicle's ability to handle new, unseen edge cases. On the other hand, General Driving Intelligence (GDI) aims to develop a holistic driving intelligence that can handle a variety of situations and new edge cases, much like a human driver would. It involves creating a massive neural network that learns from millions of videos of various driving situations, enabling it to intelligently navigate through situations and edge cases it's never seen before.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla FSD v12 Rollout - FIRST THOUGHTS Dave Lee 2024-01-22 | I discuss Tesla's Full Self-Driving (FSD) Version 12, a significant rewrite of their driving software, transitioning from rule-based coding to a neural network approach. This new version is a big leap, moving from using specific rules to an end-to-end neural net. I highlight the accomplishments but also note the challenges ahead for the Tesla FSD team.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Why Tesla’s Optimus Will Surprise Dave Lee 2024-01-20 | I discuss the rapid advancement and potential utility of Tesla's Optimus humanoid robot, highlighting its significant progress in hardware and future improvements in AI. I also talk about the robot's ability to learn and adapt to perform various valuable tasks.Dr Know-it-All video: youtube.com/watch?v=rHGqvR4W3MUSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Beating Wall Street at Their Own Game Dave Lee 2024-01-19 | I discuss a high-risk, high-reward investment strategy focused on recognizing the potential of groundbreaking products before they impact a company's financial statements.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
The Robots Are Coming... A Billion of Them Dave Lee 2024-01-18 | I share my thoughts on the following exchange on X:DavidSHolz: we should be expecting a billion humanoid robots on earth in the 2040s and a hundred billion (mostly alien) robots throughout the solar system in the 2060sElon Musk: Probably something like that, provided the foundations of civilization are stableSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
My reaction to Tesla Optimus Bot folding laundry Dave Lee 2024-01-17 | I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
I went to see Starship Launch Dave Lee 2023-11-19 | SpaceX Starship Launch Flight 2 in person.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Why Tesla LEADS the Robot Revolution Dave Lee 2023-11-09 | The most local inference + real world AI foundation model + data pipeline + humanoid robots designed for manufacturing at scale.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Stock: How Sell-side and Buy-side Analysts Influence Your Investment Dave Lee 2023-10-02 | My take on Tesla's Q3 delivery number announcement, impact on TSLA stock price, economic outlook, and more.ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter-2023Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma Dave Lee 2023-09-14 | I’m joined by James Douma, a machine learning specialist and Tesla investor, to explore the latest developments with Tesla’s FSD beta program, version 12, end-to-end neural networks, and the future of AI.James Douma on Twitter, twitter.com/jamesdoumaJames Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
cancer Dave Lee 2023-07-21 | Thanks for your support and messages. Means a lot to my wife and I. If you need to get a message to me, send me a DM on Twitter (I usually read my DMs although I'm unable to reply to most).Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla, GPT-4, FSD - AI is a BIG DEAL w/ James Douma Dave Lee 2023-04-13 | James Douma and I discuss latest Tesla Investor Day, Tesla's Next Gen Vehicle, developments with OpenAI GPT-4 and LLMs (large language models), Tesla FSD beta v11 and more.James Douma on Twitter, twitter.com/jamesdoumaJames Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
This AI Project Changes Everything - w/ GPT4ALL creator Dave Lee 2023-03-30 | I talk with Andriy Mulyar, the creator of GPT4ALL, on how he created a chat GPT AI agent that can run on a laptop without a wifi connection. We talk about the recent AI developments that made this possible and his outlook on the future of where AI is headed.Andriy Mulyar wanted to note that Yuvanesh Anand (Twitter: twitter.com/Yuvaaa___) is first author of the technical report and gathered the data to make it possible.Andriy Mulyar on Twitter: twitter.com/andriy_mulyarGPT4ALL Download: github.com/nomic-ai/gpt4allNomic.ai: home.nomic.aiSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
You won’t believe these AI generated photos… Dave Lee 2023-03-21 | I share some photos generated by Midjourney version 5 which was just released last week.The main prompt I used is:/imagine prompt: An analogue photo shot with Leica from the 2000s of [insert your own description of anything] --v 5 --ar 16:9MidJourney: midjourney.comDiscord: discord.comSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
I put GPT-4 to the test Dave Lee 2023-03-17 | I share a story from OpenAI's GPT-4 about AI taking over a fleet of humanoid robots, and discuss the implications.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Full Tour of the All-Electric Lightship L1 RV Dave Lee 2023-03-13 | I meet Ben Parker and Toby Kraus, co-founders of Lightship RV, at their launch event at SXSW 2023. Full walkthrough of the all-electric Lightship L1 RV alpha prototype.Lightship RV website: lightshiprv.comSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Mind blown! 🤯 ChatGPT, Dall-E, Stable Diffusion, MidJourney w/ James Douma Dave Lee 2022-12-24 | Links to try out everything we demo in the video including AI image generators! Have fun.ChatGPT: http://chat.openai.comDalle- 2: labs.openai.comStable Diffusion: huggingface.co/spaces/stabilityai/stable-diffusionMidJourney: midjourney.comJames Douma and I discuss latest Tesla FSD developments, FSD beta v11 release notes, Elon Musk, Twitter, TSLA and more. Bonus section after 1 hour mark on language learning and mental skills development. James Douma on Twitter, twitter.com/jamesdoumaJames Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.Open an brokerage account at Interactive Brokers:interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Leaked Release Notes for Tesla FSD Beta v11 w/ James Douma Dave Lee 2022-11-23 | James Douma and I discuss latest Tesla FSD developments, FSD beta v11 release notes, Elon Musk, Twitter, TSLA and more. Bonus section after 1 hour mark on language learning and mental skills development. James Douma on Twitter, twitter.com/jamesdoumaJames Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXTesla FSD Beta v11 release notes:- Enabled FSD Beta on highway. This unifies the vision and planning stack on and off-highway and replaces the legacy highway stack, which is over four years old. The legacy highway stack still relies on several single-camera and single-frame networks, and was setup to handle simple lane-specific maneuvers. FSD Beta's multi-camera video networks and next-gen planner, that allows for more complex agent interactions with less reliance on lanes, make way for adding more intelligent behaviors, smoother control and better decision making.- Improved Occupancy Network's recall for close by obstacles and precision in severe weather conditions with 4x increase in transformer spatial resolution, 20% increase in image featurizer capacity, improved side camera calibration, and 260k more video training clips (real-world and simulation).- Improved merging behavior by leveraging lane geometry and lane bounds, association with coarse map information and better gap selection algorithms, allowing for a smoother and safer experience.- Added highway behavior to offset away from blocked lanes and generic obstacles like road debris while also adding a smooth handoff between in-lane offsetting and lane changing.- Improved speed-based lane change decisions to better avoid slowing down traffic in fast lanes, and interfere less with navigation.- Reduced sensitivity for speed-based lane changes in CHILL mode.- Improved lane changes to allow higher jerk maneuvers if required to stay on-route or to move away from lane blockages.- Improved smoothness at highway lane splits by being less strict about centering between lane lines and allowing lower jerk maneuvers, where safe to do so.- Reduced latency of trajectory optimization by 20% on average, without sacrificing behavior, by leveraging numerical tricks for more efficient computations.Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.Open an brokerage account at Interactive Brokers:interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Uncovering Big improvements to Tesla FSD Beta w/ James Douma Dave Lee 2022-11-02 | I'm joined by James Douma as we examine the latest Tesla FSD Beta improvements. Andrej Karpathy interview on @lexfridman : youtube.com/watch?v=cdiD-9MMpb0Tesla FSD Beta 10.69.3 release notes: notateslaapp.com/software-updates/version/2022.36.15/release-notes- Upgraded the Object Detection network to photon count video streams and retrained all parameters with the latest autolabeled datasets (with a special emphasis on low visibility scenarios).Improved the architecture for better accuracy and latency, higher recall of far away vehicles, lower velocity error of crossing vehicles by 20%, and improved VRU precision by 20%.- Converted the VRU Velocity network to a two-stage network, which reduced latency and improved crossing pedestrian velocity error by 6%.- Converted the Non VRU Attributes network to a two-stage network, which reduced latency, reduced incorrect lane assignment of crossing vehicles by 45%, and reduced incorrect parked predictions by 15%.- Reformulated the autoregressive Vector Lanes grammar to improve precision of lanes by 9.2%, recall of lanes by 18.7%, and recall of forks by 51.1%. Includes a full network update where all components were re-trained with 3.8x the amount of data.- Added a new "road markings" module to the Vector Lanes neural network which improves lane topology error at intersections by 38.9%.- Upgraded the Occupancy Network to align with road surface instead of ego for improved detection stability and improved recall at hill crest.- Reduced runtime of candidate trajectory generation by approximately 80% and improved smoothness by distilling an expensive trajectory optimization procedure into a lightweight planner neural network.- Improved decision making for short deadline lane changes around gores by richer modeling of the trade-off between going off-route vs trajectory required to drive through the gore region- Reduced false slowdowns for pedestrians near crosswalk by using a better model for the kinematics of the pedestrian- Added control for more precise object geometry as detected by general occupancy network.- Improved control for vehicles cutting out of our desired path by better modeling of their turning / lateral maneuvers thus avoiding unnatural slowdowns- Improved longitudinal control while offsetting around static obstacles by searching over feasible vehicle motion profiles- Improved longitudinal control smoothness for in-lane vehicles during high relative velocity scenarios by also considering relative acceleration in the trajectory optimization- Reduced best case object photon-to-control system latency by 26% through adaptive planner scheduling, restructuring of trajectory selection, and parallelizing perception compute. This allows us to make quicker decisions and improves reaction time.Tesla Social🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.Open an brokerage account at Interactive Brokers:interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Jason Debolt: Why My Conviction in Tesla Stock Has Only Grown Dave Lee 2022-10-14 | I'm joined by Jason Debolt for Round 2 as we discuss how his early retirement is going, TSLA stock thoughts, handling volatility, Tesla AI Day, potential of Optimus robot, and more.Jason Debolt on Twitter: twitter.com/jasondeboltOriginal Jason Debolt interview: Retired at 39 Years Old With $12 Million in TSLA - w/ Jason DeBolt (Ep. 235), youtu.be/JKDNsmIeExsSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.Open an brokerage account at Interactive Brokers:interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
Tesla Dojo Supercomputer IN-DEPTH w/ James Douma Dave Lee 2022-10-11 | I'm joined by James Douma and guests Farzad Mesbahi and Nicolas Gibbs, as we watch Tesla's Dojo presentation and ask questions.Jump to 2:09:41 to hear summary thoughts from guestsJump to 2:36:02 to hear Part 2 in-depth look at Tesla Dojo hardware slides with James Douma and Dave LeeJames Douma on Twitter, twitter.com/jamesdoumaJames Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXFarzad Mesbahi: youtube.com/user/farzynessNicolas Gibbs, Investing Against the Grain: youtube.com/channel/UC3K6_4IDtnBekVuWuH91uSgFull Tesla AI Day presentation: youtube.com/watch?v=ODSJsviD_SUSocial🐦 Twitter mobile.twitter.com/heydave7🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram instagram.com/heydave7Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.Open an brokerage account at Interactive Brokers:interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks
