Dave Lee on Investing

Dave Lee on Investing

Dave Lee on Investing

  • 4 minutes 46 seconds
    Tesla's Next Act: Conquering AI Transport and AI Labor
    Tesla is doing something fascinating. They're using their auto business as a launching pad into two massive adjacent markets: AI transport and AI labor. 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/heydave7 Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    21 December 2024, 1:52 am
  • 3 minutes 49 seconds
    Tesla Shareholders Back Elon Musk - Why It Matters

    Tesla shareholders overwhelmingly re-approved Elon Musk's 2018 compensation plan and the company's incorporation in Texas at the annual shareholder meeting last week. The vote shows strong support for Musk's leadership and the company's long-term focus on Full Self-Driving (FSD) and the Optimus humanoid robot, despite short-term challenges, and opens the door for a new compensation plan that could increase Musk's voting power to push forward with his aggressive AI and robotics plans.

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    21 June 2024, 1:02 pm
  • 6 minutes 52 seconds
    How I Plan to Profit From AI

    AI has the potential to radically increase the value of certain companies by embedding human-level intelligence into products and services. Two key opportunities to profit from this: creating or reinventing products and services with AI, and investing in companies that are leaders in bringing AI-powered value to their offerings. However, investing in AI companies also carries risks, as the competition to bring AI into products and services will be immense.

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    17 June 2024, 2:00 pm
  • 8 minutes 24 seconds
    Why Tesla's Robotaxi Lead is a Game-Changer

    Some investors argue that Tesla's potential robotaxi service should not be included in valuation models because other companies will quickly catch up once Tesla solves unsupervised FSD. However, the ride-hailing market has strong winner-takes-most dynamics, and Tesla's significant lead in generalized autonomous driving technology would give them a major advantage in establishing a dominant robotaxi network that would be extremely difficult for competitors to challenge.

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    16 June 2024, 1:47 pm
  • 10 minutes 23 seconds
    Robotaxi is coming

    Once Tesla releases their unsupervised Robotaxi platform will adoption be slow or fast?

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    15 June 2024, 2:28 pm
  • 12 minutes 32 seconds
    Why Being First Matters for Tesla Optimus

    In this video I want to focus on two specific things. First, the unique position of Tesla to make the best humanoid robot. And number two, why being first matters with humanoid robots.

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    14 June 2024, 3:34 pm
  • 53 minutes 1 second
    Tesla Shareholder's BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz

    I talk with Alexandra Merz about Tesla’s upcoming annual shareholder meeting and the two main issues being voted on: 1) Re-approving the 2018 Elon Musk Compensation Plan, and 2). Redomestication of Tesla to the state of Texas.

    Alexandra Merz on X (formerly Twitter): https://x.com/TeslaBoomerMama

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    6 June 2024, 6:39 pm
  • 1 hour 55 minutes
    FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma

    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/jamesdouma
    James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    12 April 2024, 3:00 pm
  • 7 minutes 31 seconds
    Tesla FSD v12: The Quest for General Driving Intelligence

    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. 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.

    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/heydave7
    Dave Lee on Parenting, https://www.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: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

    #Tesla #TSLA #Stocks

    Subscribe to Dave Lee on Investing on Soundwise

    23 January 2024, 7:03 pm
  • More Episodes? Get the App
© MoonFM 2024. All rights reserved.