Episodes
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://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting,...
Published 07/21/23
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://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting,...
Published 07/21/23
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://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting,...
Published 07/21/23
I share my key takeaways from Tesla's TSLA Q2 Earnings Shareholder Letter. Tesla Q2 2023 Shareholder Letter: https://digitalassets.tesla.com/tesla-contents/image/upload/TSLA-Q2-2023-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 https://www.instagram.com/heydave7 Dave Lee on...
Published 07/19/23
How close is Tesla FSD to solving autonomous driving? How close is the competition? What are the challenges? Tesla is planning to have 100 Exa-Flops of compute power to train FSD by end of next year. https://twitter.com/heydave7/status/1673307285873983488 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 📸...
Published 06/27/23
How close is Tesla FSD to solving autonomous driving? How close is the competition? What are the challenges? Tesla is planning to have 100 Exa-Flops of compute power to train FSD by end of next year. https://twitter.com/heydave7/status/1673307285873983488 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 📸...
Published 06/27/23
What is Elon Musk trying to accomplish with his X.ai startup? Does it stand a chance against OpenAI, Microsoft, Google and DeepMind? Why not just do it within Tesla? Why does it need to be separate? And will Tesla shareholders benefit from Elon’s master AI plan? Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...
Published 06/04/23
I answer these questions in this video: What am I invested in right now? How did I know Tesla was going to be a good investment in 2012? Hasn’t Tesla reached its peak valuation considering all car companies are now making electric cars? 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 ...
Published 05/30/23
I answer these questions in this video: What am I invested in right now? How did I know Tesla was going to be a good investment in 2012? Hasn’t Tesla reached its peak valuation considering all car companies are now making electric cars? 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 ...
Published 05/30/23
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_8bUz6A 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...
Published 05/16/23
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_8bUz6A 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...
Published 05/16/23
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_8bUz6A 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...
Published 05/16/23
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.pdf Listen to Tesla’s Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZY Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...
Published 04/19/23
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.pdf Listen to Tesla’s Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZY Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...
Published 04/19/23
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.pdf Listen to Tesla’s Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZY Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...
Published 04/19/23
James Douma and I discuss latest Tesla Investor Day, Tesla's Next Gen Vehicle, developments with OpenAI GPT-4 and LLMs (large language models), Tesla FSD beta v11 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...
Published 04/13/23
I break down Tesla’s lineup of vehicles, present and future, and how they can possibly reach their ambitious goal of 20 million vehicles per year. Download Tesla’s Master Plan Part 3 report: https://www.tesla.com/blog/master-plan-part-3 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 ...
Published 04/06/23
I talk with Andriy Mulyar, the creator of GPT4ALL, on how he created a chat GPT AI agent that can run on a laptop without a wifi connection. We talk about the recent AI developments that made this possible and his outlook on the future of where AI is headed. Andriy Mulyar wanted to note that Yuvanesh Anand (Twitter: https://twitter.com/Yuvaaa___) is first author of the technical report and gathered the data to make it possible. Andriy Mulyar on Twitter:...
Published 03/30/23
I just got an invite to try Google's Bard, a ChatGPT competitor. So, I put 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.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting,...
Published 03/23/23
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.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting,...
Published 03/23/23
I share some photos generated by Midjourney version 5 which was just released last week. The main prompt I used is: /imagine prompt: An analogue photo shot with Leica from the 2000s of [insert your own description of anything] --v 5 --ar 16:9 MidJourney: https://www.midjourney.com Discord: https://discord.com Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...
Published 03/21/23
I share a story that OpenAI's GPT-4 created about GPT-7 taking over a fleet of humanoid robots, and discuss 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/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE:...
Published 03/17/23
I meet Ben Parker and Toby Kraus, co-founders of Lightship RV, at their launch event at SXSW 2023. Full walkthrough of the all-electric Lightship L1 RV alpha prototype. Lightship RV website: https://lightshiprv.com 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 ...
Published 03/13/23
I meet Ben Parker and Toby Kraus, co-founders of Lightship RV, at their launch event at SXSW 2023. Full walkthrough of the all-electric Lightship L1 RV alpha prototype. Lightship RV website: https://lightshiprv.com 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 ...
Published 03/13/23