Dave Lee on Investing

FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma (Ep. 757)

I’m joined by James Douma as we discuss Tesla’s latest FSD v12 (supervised) release and how ti...

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• 13 días

Tesla FSD v12.3 - Hits and Misses (Ep. 756)

I take to the streets of central/downtown Austin and show some amazing moments where Tesla's FSD...

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• 1 mes

Tesla FSD v12.3 - First Impressions! (Ep. 755)

This morning, I received Tesla's FSD v12.3 software update in my car, and here’s my first...

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• 1 mes

Tesla Q4 Earnings - Key Takeaways (Ep. 754)

I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s...

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• 3 meses

Tesla FSD v12: The Quest for General Driving Intelligence (Ep. 753)

I discuss why Tesla had to do a complete rewrite of FSD and more importantly, why it should allow...

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• 3 meses

Tesla FSD v12 Rollout - FIRST THOUGHTS! (Ep. 752)

I discuss Tesla's Full Self-Driving (FSD) Version 12, a significant rewrite of their driving...

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• 3 meses

Why Tesla’s Optimus Will Surprise (Ep. 751)

I discuss the rapid advancement and potential utility of Tesla's Optimus humanoid robot,...

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• 3 meses

Beating Wall Street at Their Own Game (Ep. 750)

I discuss a high-risk, high-reward investment strategy focused on recognizing the potential of...

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• 3 meses

The Robots Are Coming... A Billion of Them (Ep. 749)

I share my thoughts on the following exchange on X: DavidSHolz: we should be expecting a billion...

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• 3 meses

My reaction to Tesla Optimus Bot folding laundry (Ep. 748)

I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry....

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• 3 meses

Tesla Cybertruck First Reviews - My Reaction (Ep. 744)

I share my thoughts on the Cybertruck delivery event, first reviews and more. Social 🐦 Twitter...

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• 5 meses

Tesla Board to discuss xAI Grok investment - WHAT IT MEANS (Ep. 746)

I discuss my thoughts on a posslbe Tesla-xAI partnership, what it might look like, and what the...

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• 5 meses

OpenAI just exploded... here's what happened and WHY (Ep. 745)

I discuss the latest in the OpenAI saga… this morning Sam Altman and Greg Brockman agree to join...

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• 5 meses

The Future of OpenAI, AGI, xAI, Tesla (Ep. 744)

I discuss the current OpenAI drama, firing of Sam Altman, SpaceX launch, xAI, future of AGI,...

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• 5 meses

Starship Launch - SHOCKING (Ep. 743)

SpaceX Starship Launch Flight 2 in person. Social 🐦 Twitter https://mobile.twitter.com/heydave7...

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• 5 meses

Starlink IPO, Starship Launch and Tesla Growth Wave (Ep. 742)

I discuss the future of Starlink IPO, the upcoming Starship Launch, and implications of Tesla’s...

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• 5 meses

OpenAI's new GPT-5, next gen model, and Tesla FSD v12 (Ep. 741)

I discuss the future of OpenAI, their new GPT-5 plans, Tesla’s FSD v12 and more in this...

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• 5 meses

AI Showdown: Tesla's Genius vs New Gadget - Who Will Reign Supreme? (Ep. 740)

My critique of the Humane AI Pin, what it shows about the need for local inference compute, and...

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• 5 meses

Why Tesla is best-positioned to win the Robot revolution (Ep. 639)

The most local inference + real world AI foundation model + data pipeline + humanoid robots...

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• 5 meses

The Truth About Tesla's Q3 Earnings Report (Ep. 738)

I give my take on Tesla's latest quarterly earnings - the positives and negatives, including...

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• 6 meses