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/jamesdoumaJame

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

Mar 17th, 2024 18m 11s

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.

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

Mar 16th, 2024 1h 21m

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.

Tesla Q4 Earnings - Key Takeaways (Ep. 754)

Jan 25th, 2024 8m 47s

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.pdfSocia

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

Jan 23rd, 2024 7m 31s

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 eac

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

Jan 22nd, 2024 7m 31s

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

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

Jan 20th, 2024 7m 54s

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 vario

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

Jan 19th, 2024 3m 29s

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:

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

Jan 18th, 2024 10m 41s

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 som

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

Jan 17th, 2024 7m 18s

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🎙️S

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

Dec 1st, 2023 38m 4s

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://o

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

Nov 22nd, 2023 1h

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-investi

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

Nov 20th, 2023 1h 18m

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 s

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

Nov 19th, 2023 1h 29m

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/id

Starship Launch - SHOCKING (Ep. 743)

Nov 19th, 2023 3m 56s

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/2iin015s0k21Bt

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

Nov 15th, 2023 1h 4m

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-investi

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

Nov 13th, 2023 47m 12s

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/id149303199

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

Nov 10th, 2023 9m 50s

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 P

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

Nov 9th, 2023 9m 34s

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

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

Oct 19th, 2023 7m 4s

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:

An Alternative Take on Tesla’s “Missed” Q3 Delivery Numbers (Ep. 737)

Oct 2nd, 2023 6m 2s

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🐦

"Tesla Stock: How Sell-side and Buy-side Analysts Influence Your Investment (Ep. 737)

Oct 2nd, 2023 6m 2s

Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma #43 (Ep. 736)

Sep 14th, 2023 2h 1m

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://twitte

Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma #43 (Ep. 736)

Sep 14th, 2023 2h 1m

cancer

Jul 21st, 2023 8m 8s

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/heydav