Tesla's Q2 deliveries exceeded production by 33,000 vehicles, showing a significant increase from the previous quarter. This strong performance is likely to improve Tesla's financial margins, countering the recent downward trend and challenging the narrative that Tesla is becoming a low-margin automaker. Tesla press release for Q2 2024 delivery numbers: https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-second-quarter-2024 Social 🐦...

I chat with Emmet Peppers on the latest trends with AI, investing, Tesla, FSD, Robotaxi, Cybertruck and more. Emmet Peppers on X: https://x.com/EmmetPeppers Emmet Peppers on YouTube: https://www.youtube.com/@goodsoilinvest Emmet Peppers on web: https://goodsoilinvestment.com Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...

Tesla's Optimus humanoid robot could potentially revolutionize the world with its ability to learn and perform countless physical tasks through over-the-air software updates. As AI capabilities continue to skyrocket, the usefulness of the robot will exponentially increase, driving demand for the product and allowing it to take advantage of the rapid improvements in artificial intelligence. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...

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...

Will CyberCab be made of stainless steel? What do you think? I talk with @farzyness (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: https://www.youtube.com/@farzyness Farzad Mesbahi on X (Twitter): https://x.com/farzyness Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...

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...

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...

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...

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,...

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...

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...

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 https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on...

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. 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...

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.pdf 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 ...

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...

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 team. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...

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=rHGqvR4W3MU Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...

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/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting,...

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 2060s Elon Musk: Probably something like that, provided the foundations of civilization are stable Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...

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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who...

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/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might...

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 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t...

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.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...

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 https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall...