Uploaded January 2022 | Updated September 2026, 20 hours ago
I'm joined by James Douma as we discuss TSLA Q4 earnings, Tesla stock price reaction, FSD, Optimus, Tesla competition, demand, FSD licensing and more. Note: sorry for the alert sounds in the background during first 10 minutes... guest turned them off for rest of interview.
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps:
00:00 - Introduction
00:55 - TSLA stock price drop reaction
01:33 - % of net assets are in TSLA
02:25 - Thoughts on TSLA Q4 earnings
13:20 - FSD central to Tesla's mission
15:00 - Elon doubling down on AI
17:15 - Can TSLA 10x from here?
22:00 - Tesla carrying on original mission of OpenAI
30:55 - Can Tesla expand AI beyond FSD and Optimus?
40:05 - Tesla Dojo update
45:55 - Tesla has a 5 year lead in FSD?
49:05 - Tesla's ambition vs competition's risk-aversion
57:30 - Bull case on Elon Musk and Tesla in a few sentences
1:01:30 - Tesla FSD licensing to other OEMs
1:06:10 - How fast is AI progressing?
1:18:08 - Tesla FSD timeline guesses
1:23:00 - Need for better Tesla FSD perception
1:26:25 - Does Tesla need a cheaper car model if FSD keeps adding value?
1:33:01 - 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
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, 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
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #AI
I'm joined by James Douma as we discuss TSLA Q4 earnings, Tesla stock price reaction, FSD, Optimus, Tesla competition, demand, FSD licensing and more. Note: sorry for the alert sounds in the background during first 10 minutes... guest turned them off for rest of interview.
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps:
00:00 - Introduction
00:55 - TSLA stock price drop reaction
01:33 - % of net assets are in TSLA
02:25 - Thoughts on TSLA Q4 earnings
13:20 - FSD central to Tesla's mission
15:00 - Elon doubling down on AI
17:15 - Can TSLA 10x from here?
22:00 - Tesla carrying on original mission of OpenAI
30:55 - Can Tesla expand AI beyond FSD and Optimus?
40:05 - Tesla Dojo update
45:55 - Tesla has a 5 year lead in FSD?
49:05 - Tesla's ambition vs competition's risk-aversion
57:30 - Bull case on Elon Musk and Tesla in a few sentences
1:01:30 - Tesla FSD licensing to other OEMs
1:06:10 - How fast is AI progressing?
1:18:08 - Tesla FSD timeline guesses
1:23:00 - Need for better Tesla FSD perception
1:26:25 - Does Tesla need a cheaper car model if FSD keeps adding value?
1:33:01 - 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
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, 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
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #AI
