Dave Lee
The Power of Reading Super Fast… and How It Changed My Life
updated
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!
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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.
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 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!).
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🎧 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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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
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🎧 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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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.
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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📸 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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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.
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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.
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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📸 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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
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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.
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 press release for Q2 2024 delivery numbers: ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-second-quarter-2024
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Emmet Peppers on X: https://x.com/EmmetPeppers
Emmet Peppers on YouTube: youtube.com/@goodsoilinvest
Emmet Peppers on web: goodsoilinvestment.com
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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.
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 talk with @FarzadMediaINC (Farzad Mesbahi) about:
• Tesla shareholder meeting
• Elon 2018 compensation plan re-approval
• Texas redomestication of Tesla
• FSD
• 8/8
• Optimus humanoid robot
Farzad Mesbahi on Youtube: youtube.com/@FarzadMediaINC
Farzad Mesbahi on X (Twitter): https://x.com/farzyness
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Social
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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.
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#Tesla #TSLA #Stocks
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#Tesla #TSLA #Stocks
Alexandra Merz on X (formerly Twitter): https://x.com/TeslaBoomerMama
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James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
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#Tesla #TSLA #Stocks
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.
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Tesla Q4 2023 shareholder letter: digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdf
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#Tesla #TSLA #Stocks
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.
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Dr Know-it-All video: youtube.com/watch?v=rHGqvR4W3MU
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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 2060s
Elon Musk: Probably something like that, provided the foundations of civilization are stable
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#Tesla #TSLA #Stocks
ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter-2023
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James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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📸 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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
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_mulyar
GPT4ALL Download: github.com/nomic-ai/gpt4all
Nomic.ai: home.nomic.ai
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
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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.
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 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 16:9
MidJourney: midjourney.com
Discord: discord.com
Social
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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📸 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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
Lightship RV website: lightshiprv.com
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Tesla #TSLA #Stocks
ChatGPT: http://chat.openai.com
Dalle- 2: labs.openai.com
Stable Diffusion: huggingface.co/spaces/stabilityai/stable-diffusion
MidJourney: midjourney.com
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/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
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
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Tesla 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
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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
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-w4
2. Tesla Dojo Supercomputer IN-DEPTH w/ James Douma #36 (Ep. 677) - youtu.be/rHKRR99a6MM
3. How Tesla is winning the Full-Self Driving race IN-DEPTH w/ James Douma #37 (Ep. 679) - youtu.be/AFp9wLv5t6I
4. Deep Dive into Tesla Full Self-Driving Tech + AI Day w/ James Douma #39 (Ep. 696) - youtu.be/3X38tjC7C3s
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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📸 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
Andrej Karpathy interview on @lexfridman : youtube.com/watch?v=cdiD-9MMpb0
Tesla 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
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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
Jason Debolt on Twitter: twitter.com/jasondebolt
Original Jason Debolt interview: Retired at 39 Years Old With $12 Million in TSLA - w/ Jason DeBolt (Ep. 235), youtu.be/JKDNsmIeExs
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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
Jump to 2:09:41 to hear summary thoughts from guests
Jump to 2:36:02 to hear Part 2 in-depth look at Tesla Dojo hardware slides with James Douma and Dave Lee
James Douma on Twitter, twitter.com/jamesdouma
James Douma on AI playlist, youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Farzad Mesbahi: youtube.com/user/farzyness
Nicolas Gibbs, Investing Against the Grain: youtube.com/channel/UC3K6_4IDtnBekVuWuH91uSg
Full Tesla AI Day presentation: youtube.com/watch?v=ODSJsviD_SU
Social
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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


