Andrej Karpathy, Director of AI, leaves Tesla.  What are the implications:?

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Big loss - Tesla Director of AI announces departure (Ep. 623)

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.

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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.

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Why Tesla's Robotaxi Lead is a Game-Changer (Ep. 761)

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

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Robotaxi is coming (Ep. 760)

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.

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Why Being First Matters for Tesla Optimus (Ep. 759)

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

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Tesla Shareholder's BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz (Ep. 758)

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

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Big loss - Tesla Director of AI announces departure (Ep. 623)

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