Uploaded March 2022 | Updated September 2026, 19 hours ago
I’m joined by James Douma for my first in-person interview as we discuss Tesla FSD, competition, Andrej Karpathy, FLIR, Tesla humanoid robot, free speech/censorship and more.
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps:
00:00 - Introduction
01:03 - Tesla stock split
06:33 - Tesla profitability with Model Y
08:17 - Andrej Karpathy sabbatical
16:15 - Role of Andrej Karpathy at Tesla AI, FSD
31:57 - Elon Musk pace
34:36 - Sandy Munro take on FLIR, thermal infrared cameras
42:04 - Comma.ai, Waymo, Cruise
54:12 - Tesla FSD progress, ie., speed sign recognition
59:46 - Moment vs gradual FSD/Robotaxi release
1:05:30 - Alpha build of Tesla FSD that Elon Musk drives
1:08:14 - Training Tesla FSD for new markets like Canada, etc.
1:11:34 - Will Tesla FSD ever work in India
1:16:12 - Risk of top talent leaving Tesla?
1:20:42 - Limited volume production of Tesla Bot by end of 2023?
1:27:12 - Free speech, Twitter, censorship
1:45:56 - In-person interview vs remote interview
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
NOTE: 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%3D1338
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’m joined by James Douma for my first in-person interview as we discuss Tesla FSD, competition, Andrej Karpathy, FLIR, Tesla humanoid robot, free speech/censorship and more.
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps:
00:00 - Introduction
01:03 - Tesla stock split
06:33 - Tesla profitability with Model Y
08:17 - Andrej Karpathy sabbatical
16:15 - Role of Andrej Karpathy at Tesla AI, FSD
31:57 - Elon Musk pace
34:36 - Sandy Munro take on FLIR, thermal infrared cameras
42:04 - Comma.ai, Waymo, Cruise
54:12 - Tesla FSD progress, ie., speed sign recognition
59:46 - Moment vs gradual FSD/Robotaxi release
1:05:30 - Alpha build of Tesla FSD that Elon Musk drives
1:08:14 - Training Tesla FSD for new markets like Canada, etc.
1:11:34 - Will Tesla FSD ever work in India
1:16:12 - Risk of top talent leaving Tesla?
1:20:42 - Limited volume production of Tesla Bot by end of 2023?
1:27:12 - Free speech, Twitter, censorship
1:45:56 - In-person interview vs remote interview
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
NOTE: 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%3D1338
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
