Hi, I’m Dave Lee and welcome to my investing channel. I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s good and true. Subscribe to keep up with my videos. Check out my archived posts/articles on Tesla, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financi ...
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FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma (Ep. 757)
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I’m joined by James Douma as we discuss Tesla’s latest FSD v12 (supervised) release and how ti compares to previous FSD versions. We also dive into Robotaxi, Optimus, LLMs, and more.James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitte…
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I take to the streets of central/downtown Austin and show some amazing moments where Tesla's FSD Beta v12.3 demonstrating high driving intelligence but also show some moments of hesitation and mistake.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify…
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Tesla FSD v12.3 - First Impressions! (Ep. 755)
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This morning, I received Tesla's FSD v12.3 software update in my car, and here’s my first impressions.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. Severa…
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I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s comments to investors.Tesla Q4 2023 shareholder letter: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdfSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-…
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Tesla FSD v12: The Quest for General Driving Intelligence (Ep. 753)
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I discuss why Tesla had to do a complete rewrite of FSD and more importantly, why it should allow them to improve faster and potentially solve autonomous driving.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. Howe…
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Tesla FSD v12 Rollout - FIRST THOUGHTS! (Ep. 752)
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I discuss Tesla's Full Self-Driving (FSD) Version 12, a significant rewrite of their driving software, transitioning from rule-based coding to a neural network approach. This new version is a big leap, moving from using specific rules to an end-to-end neural net. I highlight the accomplishments but also note the challenges ahead for the Tesla FSD t…
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I discuss the rapid advancement and potential utility of Tesla's Optimus humanoid robot, highlighting its significant progress in hardware and future improvements in AI. I also talk about the robot's ability to learn and adapt to perform various valuable tasks.Dr Know-it-All video: https://www.youtube.com/watch?v=rHGqvR4W3MUSocial🐦 Twitter https://…
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I discuss a high-risk, high-reward investment strategy focused on recognizing the potential of groundbreaking products before they impact a company's financial statements.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show…
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The Robots Are Coming... A Billion of Them (Ep. 749)
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I share my thoughts on the following exchange on X: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 2060sElon Musk: Probably something like that, provided the foundations of civilization are stableSocial🐦 Twitter https://mobile.twitter.c…
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My reaction to Tesla Optimus Bot folding laundry (Ep. 748)
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I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.insta…
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Tesla Cybertruck First Reviews - My Reaction (Ep. 744)
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I share my thoughts on the Cybertruck delivery event, first reviews and more.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave…
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Tesla Board to discuss xAI Grok investment - WHAT IT MEANS (Ep. 746)
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I discuss my thoughts on a posslbe Tesla-xAI partnership, what it might look like, and what the implications are.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagr…
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OpenAI just exploded... here's what happened and WHY (Ep. 745)
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I discuss the latest in the OpenAI saga… this morning Sam Altman and Greg Brockman agree to join Microsoft. OpenAI appionts a new CEO, Emmett Shear (former Twitch CEO). And OpenAI employees demand board to resign. Shockingly Ilya Sutskever signs the letter as well.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.…
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The Future of OpenAI, AGI, xAI, Tesla (Ep. 744)
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I discuss the current OpenAI drama, firing of Sam Altman, SpaceX launch, xAI, future of AGI, Tesla and more.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram ht…
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SpaceX Starship Launch Flight 2 in person.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave Lee on Parenting, https://www…
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Starlink IPO, Starship Launch and Tesla Growth Wave (Ep. 742)
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I discuss the future of Starlink IPO, the upcoming Starship Launch, and implications of Tesla’s next growth wave.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagr…
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OpenAI's new GPT-5, next gen model, and Tesla FSD v12 (Ep. 741)
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I discuss the future of OpenAI, their new GPT-5 plans, Tesla’s FSD v12 and more in this livestream.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www…
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AI Showdown: Tesla's Genius vs New Gadget - Who Will Reign Supreme? (Ep. 740)
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My critique of the Humane AI Pin, what it shows about the need for local inference compute, and how Tesla Optimus humanoid robot is the generalized application for real world AI.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.c…
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Why Tesla is best-positioned to win the Robot revolution (Ep. 639)
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The most local inference + real world AI foundation model + data pipeline + humanoid robots designed for manufacturing at scale.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4Y…
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The Truth About Tesla's Q3 Earnings Report (Ep. 738)
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I give my take on Tesla's latest quarterly earnings - the positives and negatives, including Tesla AI, Tesla FSD, Optimus humanoid robot, next-generation vehicle, margins, 2024 guidance and more.Read Tesla's Q3 2023 shareholder letter:https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q3-2023-Update-3.pdfSocial🐦 Twitter https://mob…
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"Tesla Stock: How Sell-side and Buy-side Analysts Influence Your Investment (Ep. 737)
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My take on Tesla's Q3 delivery number announcement, impact on TSLA stock price, economic outlook, and more.https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter-2023Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-i…
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Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma #43 (Ep. 736)
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I’m joined by James Douma, a machine learning specialist and Tesla investor, to explore the latest developments with Tesla’s FSD beta program, version 12, end-to-end neural networks, and the future of AI.James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-Yjr…
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Thanks for your support and messages. Means a lot to my wife and I. If you need to get a message to me, send me a DM on Twitter (I usually read my DMs although I'm unable to reply to most).Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://ope…
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Elon Musk surprises Tesla shareholders - SHOCKING (Ep. 730)
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I share my thoughts on Elon Musk, Tesla, Optimus humanoid robot, FSD from the 2023 Tesla Annual Shareholder Meeting.Tesla annual shareholder meeting video: https://www.youtube.com/watch?v=bZNL_8bUz6ASocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify h…
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Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729)
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I share my thoughts on Tesla’s Q1 2023 earnings report, earnings call, and comments from Elon Musk, Zach Kirkhorn, Drew Baglino and Tesla management.Read Tesla’s Q1 2023 Shareholder Letter: https://tesla-cdn.thron.com/static/ZXSBN8_TSLA_Q1_2023_Update_ABMJPG.pdfListen to Tesla’s Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZYSocial🐦…
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Google's new ChatGPT competitor REVEALED (Ep. 725)
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I just got an invite to try Google's Bard, a ChatGPT competitor. So, I put OpenAI's ChatGPT GPT-4 and Google's Bard to the test with the same prompts, and see who wins this challenge.🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.co…
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Is Tesla's next vehicle reveal the Tesla Van?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave Lee on Parenting, https://…
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The REAL reason Tesla is building their next Gigafactory in Mexico (Ep. 718)
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Tesla announced at Tesla Investor Day that they will be building their next Gigafactory in Monterrey, Mexico. But why? Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 I…
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Dear Elon Musk, Twitter needs a Master Plan (Ep. 706)
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I’m joined by Farzad Mesbahi (YouTube and former Tesla employee) to discuss Elon Musk, Tesla, and the future of Twitter. What should the Master Plan for Twitter be?Farzad Mesbahi on Twitter: https://twitter.com/farzynessFarzad Mesbahi on YouTube: https://www.youtube.com/user/farzynessSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcas…
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Who is Tesla’s next CEO? - Elon Musk’s BIG decision (Ep. 698)
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Who do you think Tesla’s next CEO will be?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave Lee on Parenting, https://www…
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Tesla FSD, Language of Lanes, 3D Autolabeling, Data Engine w/ James Douma #39 (Ep. 696)
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James Douma and I discuss Tesla's full self-driving tech, competition, timeline, TSLA, and review Tesla's FSD slides part 2 from Tesla AI Day 2022.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) - https://youtu…
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Ron Baron’s 2030 Tesla Stock Price Target (Ep. 695)
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What do you think of Ron Baron’s $4.5 trillion price target for Tesla by 2030-2032?Article referenced: https://finance.yahoo.com/news/billionaire-investor-ron-baron-outlines-172551832.htmlSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open…
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Why Invest in Tesla Stock... according to Elon Musk (Ep. 694)
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Elon Musk was interview by Ron Baron this morning and was asked why invest in Tesla.Full Elon Musk interview by Ron Baron: https://www.youtube.com/watch?v=NiMvQSWr-v4Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin…
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Jason Debolt: Why My Conviction in Tesla Stock Has Only Grown (Ep. 680)
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I'm joined by Jason Debolt for Round 2 as we discuss how his early retirement is going, TSLA stock thoughts, handling volatility, Tesla AI Day, potential of Optimus robot, and more.Jason Debolt on Twitter: https://twitter.com/jasondeboltOriginal Jason Debolt interview: Retired at 39 Years Old With $12 Million in TSLA - w/ Jason DeBolt (Ep. 235), ht…
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The REAL reason Tesla removed ultrasonic sensors from their cars w/ James Douma #33 (Ep. 674)
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The rest of this interview will be released tomorrow. Recorded from a studio in Austin, TX.Tesla previously removed radar and now they are removing ultrasonic sensors from their cars. What's going on? James Douma explains how this is a step forward in the right direction.James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playli…
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Tesla AI Day 2 coverage - what's your reaction to what Tesla's AI Day reveal?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave…
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Big loss - Tesla Director of AI announces departure (Ep. 623)
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Andrej Karpathy, Director of AI, leaves Tesla. What are the implications:?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Da…
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Latest Tesla production rumors - TSLA competitive advantage (Ep. 619)
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Latest Tesla production rumors, VW CEO Herbert Deiss comments on overtaking Tesla, and an overview of Tesla's competitive advantages.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu…
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What every Tesla investor should know about the APPLE CAR w/ Mark Gurman (Ep. 616)
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I'm joined by Mark Gurman, Apple/tech journalist for Bloomberg and one of the world's leading reporters on Apple, to discuss Apple's ambitions for an Apple Car, Apple CarPlay, Android Automotive, Full-self driving, Tesla, and more.Mark Gurman on Twitter: https://twitter.com/markgurmanMark Gurman email newsletter: https://www.bloomberg.com/account/n…
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What do you think of Tesla’s upcoming 3-for-1 stock split?Tesla proxy statement for annual shareholder meeting: https://www.sec.gov/Archives/edgar/data/1318605/000156459022022992/tsla-pre14a_20220804.htmSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spoti…
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Bill Gates' billion dollar bet against Tesla (Ep. 610)
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Why is Bill Gates short Tesla stock? And why is Elon Musk not happy about this.Full interview of Bill Gates by HugoDécrypte: https://www.youtube.com/watch?v=s0T9-i4HXr4Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2i…
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Inside Elon Musk’s secret pitch deck to investors (Ep. 596)
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Can Elon Musk make it happen again like he’s done at Tesla, SpaceX and more? Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave…
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Elon Musk offers to buy Twitter for $54.20/share. https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htmSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uB…
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Tesla's Shanghai factory is shut down due to China's lockdown policy. When will it re-open, what impact will the shutdown have, TSLA, and more.https://www.scmp.com/business/article/3173944/coronavirus-shanghai-backs-away-easing-lockdowns-low-risk-areas-even-dailySocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.ap…
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Elon Musk has decided NOT to join the Twitter board. https://twitter.com/paraga/status/1513354622466867201Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram http…
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Why Elon Musk is trying to change Twitter (Ep. 578)
6:34
6:34
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Elon Musk - now the largest Twitter shareholder, member of the board and probably the most influential person at the company - has been putting the pressure on Twitter to make some big changes. But why?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotif…
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The Bigger Picture - Tesla Q1 Deliveries Report (Ep. 573)
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7:51
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Tesla announced today that they produced 305,407 vehicles and delivered 310,048 vehicles in Q1 2022. Q1 2022 Earnings will be announced on 4/20/22.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?…
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Exposing various arguments used to discredit Tesla's FSD beta program. Update/correction: Found out after video was published that NHTSA has released a standing general order last year for Level 2 system auto makers to report accidents (but not miles or disengagements) for Level 2 systems. https://www.nhtsa.gov/press-releases/nhtsa-orders-crash-rep…
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Investing in Elon Musk’s next Trillion Dollar Startup (Ep. 521)
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4:12
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Elon Musk starting a new startup inside Tesla? Some will love it, some will hate it. I share my take.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://w…
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Why the stock market is CRASHING - TSLA, PLTR w/ Tom Nash (Ep. 502)
1:13:35
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I'm joined by Tom Nash ( @Tom Nash ) as we discuss the stock market, growth stocks, inflation, Fed, Palantir, Tesla, and Google. Interview recorded on Jan 20, 2022. Warning: explicit language throughout this episode.1/19/22 interview of Dave Lee by Tom Nash and Justin Oh @UnpopularOpinions : https://www.youtube.com/watch?v=mrpwm80w9yMTom Nash on Tw…
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