Uploaded March 2021 | Updated September 2026, 2 days ago
I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, youtu.be/oWPqlRsPHjQ.
James Douma on Twitter: twitter.com/jamesdouma
James Douma Playlist, youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps
00:00 - Introduction
1:06 - Overview of Tesla FSD neural nets processes*
9:35 - Tesla's FSD chip
19:34 - Nvidia vs Tesla's self driving chip*
35:39 - Could Nvidia make a solution that competes with Tesla's FSD chip?*
41:00 - Mobile Eye's chip for vision and lidar
49:20 - Tesla's fleet advantage
56:20 - Barriers to other companies making a chip similar to Tesla's
1:05:40 - Tesla's last foot delivery
1:14:25 - Conclusion
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
💁🏻♂️ 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.
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
Videos:
Tesla ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re
SpaceX Starlink ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI
Square ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7
Lemonade ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ
Company Analysis Videos: youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo
Interviews: youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P
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 James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, youtu.be/oWPqlRsPHjQ.
James Douma on Twitter: twitter.com/jamesdouma
James Douma Playlist, youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps
00:00 - Introduction
1:06 - Overview of Tesla FSD neural nets processes*
9:35 - Tesla's FSD chip
19:34 - Nvidia vs Tesla's self driving chip*
35:39 - Could Nvidia make a solution that competes with Tesla's FSD chip?*
41:00 - Mobile Eye's chip for vision and lidar
49:20 - Tesla's fleet advantage
56:20 - Barriers to other companies making a chip similar to Tesla's
1:05:40 - Tesla's last foot delivery
1:14:25 - Conclusion
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
💁🏻♂️ 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.
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
Videos:
Tesla ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re
SpaceX Starlink ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI
Square ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7
Lemonade ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ
Company Analysis Videos: youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo
Interviews: youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
