Uploaded July 2021 | Updated September 2026, 20 hours ago
I’m joined by George Hotz, founder and President of Comma.ai. My co-interviewer is Emmet Peppers (twitter.com/emmetpeppers).
Comma.ai website, comma.ai
George Hotz on Instagram: instagram.com/georgehotz
George Hotz Archive Youtube Channel: youtube.com/channel/UCwgKmJM4ZJQRJ-U5NjvR2dg
Timestamps:
00:00 - Intro
02:17 - Comma.ai - $9m in revenue, 20 employees
3:30 - George owns majority, sole board member
4:10 - Master plan of Comma.ai
8:47 - What is limiting factor to improve performance?
10:33 - How will solve corner cases?
12:45 - End-to-end learning vs Tesla vision approach
24:50 - When will Comma.ai do city driving?
35:40 - Only 3: Tesla, Comma.ai, Mobileye
39:23 - Importance of data vs processing
40:25 - Auto-labeling
43:15 - Impressions of Tesla FSD Beta 8
44:47 - How does Comma.ai add additional cameras?
47:53 - What is ideal partnership or acquisition?
49:22 - Business model explained
51:30 - Equipment requirements to install Comma Two or Comma Three
56:35 - Any plans to expand to RVs of big rigs?
57:45 - Is Lidar a trap?
1:01:45 - Thoughts on Google as organization
1:08:01 - Cool things happening in Crypto
1:13:15 - Thoughts on Neuralink
1:24:06 - Can AI mimic human soul element?
1:27:08 - Toward cooking/cleaning robots
1:33:00 - How to solve last foot delivery?
1:34:20 - Will Apple make anApple Car?
1:39:18 - What do you think of Chinese EV makers?
1:41:06 - Will Tesla license FSD?
1:47:20 - Is Tesla leader of real-world AI?
1:48:40 - Tesla Dojo as a service?
1:41:28 - Tesla to build robots
1:54:30 - Regulation of AI
1:57:30 - Metaverse
2:05:00 - Singularity
2:08:57 - Simulation, God
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/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
💁🏻♂️ 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, LMND, SQ, 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%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
I’m joined by George Hotz, founder and President of Comma.ai. My co-interviewer is Emmet Peppers (twitter.com/emmetpeppers).
Comma.ai website, comma.ai
George Hotz on Instagram: instagram.com/georgehotz
George Hotz Archive Youtube Channel: youtube.com/channel/UCwgKmJM4ZJQRJ-U5NjvR2dg
Timestamps:
00:00 - Intro
02:17 - Comma.ai - $9m in revenue, 20 employees
3:30 - George owns majority, sole board member
4:10 - Master plan of Comma.ai
8:47 - What is limiting factor to improve performance?
10:33 - How will solve corner cases?
12:45 - End-to-end learning vs Tesla vision approach
24:50 - When will Comma.ai do city driving?
35:40 - Only 3: Tesla, Comma.ai, Mobileye
39:23 - Importance of data vs processing
40:25 - Auto-labeling
43:15 - Impressions of Tesla FSD Beta 8
44:47 - How does Comma.ai add additional cameras?
47:53 - What is ideal partnership or acquisition?
49:22 - Business model explained
51:30 - Equipment requirements to install Comma Two or Comma Three
56:35 - Any plans to expand to RVs of big rigs?
57:45 - Is Lidar a trap?
1:01:45 - Thoughts on Google as organization
1:08:01 - Cool things happening in Crypto
1:13:15 - Thoughts on Neuralink
1:24:06 - Can AI mimic human soul element?
1:27:08 - Toward cooking/cleaning robots
1:33:00 - How to solve last foot delivery?
1:34:20 - Will Apple make anApple Car?
1:39:18 - What do you think of Chinese EV makers?
1:41:06 - Will Tesla license FSD?
1:47:20 - Is Tesla leader of real-world AI?
1:48:40 - Tesla Dojo as a service?
1:41:28 - Tesla to build robots
1:54:30 - Regulation of AI
1:57:30 - Metaverse
2:05:00 - Singularity
2:08:57 - Simulation, God
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/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
💁🏻♂️ 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, LMND, SQ, 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%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
