Dave Lee on Investing

After experiencing Tesla’s Cybercab in Austin, I think the biggest thing people are missing is the zero-sum game built into Uber.

Two people share one environment with different preferences. The driver wants the temperature at 66. I want 72. We have different preferences for music, volume, and whether the windows should be open. My comfort can come at the expense of his—and I don’t blame the driver. It’s his working environment.

Cybercab removes that tug of war. I choose the temperature, play my Spotify, and settle in with my coffee. The car has no competing preferences. I can get comfortable without asking another person to sacrifice their comfort.

In this video, I share my firsthand impressions from riding Cybercab in Austin and explain why removing that social tension changes the whole experience. I think people are underestimating how much this matters—and how hard it could make going back to Uber.

CHAPTERS

00:00 Walking up to the Cybercab

00:25 A two-minute pickup

01:31 Inside: space, Spotify, and climate controls

03:00 The zero-sum game built into Uber

04:43 Temperature: your comfort vs. the driver’s

05:21 Music and volume: another tug of war

06:36 Cleanliness, conversation, and bringing coffee

07:28 Removing the tension changes the service

09:09 Rethinking the passenger experience

10:41 The value of a consistent ride

11:32 Scaling up and my final thoughts

#Tesla #Cybercab #RobotaxiSocial

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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

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🎧 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

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I took two rides in Tesla’s Cybercab in Austin, and I’m telling you — this thing exceeded my expectations.

The legroom, quiet cabin, huge screen, and freedom to just sit back and enjoy the ride are incredible. But the biggest surprise was how natural it feels with no steering wheel or pedals. There’s no empty driver’s seat reminding you that someone is missing. It just feels like this is how getting from point A to point B is supposed to work.

On my second ride, I reclined my seat and watched my own Cybercab video inside a Cybercab. Half an hour flew by, and I felt refreshed.

In this video, I share my first impressions, how the experience compares with a Model Y Robotaxi, and what I’d still improve—including a plusher ride and shorter wait times. I also explain why I think Tesla has reached an amazing milestone for transportation.

00:00 Opening moments

00:59 My first Cybercab ride in Austin

02:14 Legroom, seats, and the massive screen

02:44 Ride quality: what I’d improve

03:37 Spotify and settling into the ride

04:45 Testing the window controls

05:03 Why no steering wheel changes the experience

07:21 Second ride: YouTube, relaxing, and exceeding expectations

09:32 More Cybercab videos and what’s next

10:12 What Tesla has pulled off

11:21 Wait times and the potential as Tesla scales

Check out my previous Cybercab video for what I learned talking with Tesla’s engineers, and subscribe for my next video on the bigger implications.

#Tesla #Cybercab #RobotaxiSocial

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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

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Tesla’s growth has slowed, and the affordable new model many people expected hasn’t arrived. Did Tesla abandon its high-volume ambitions—or choose a different path to get there?

In this video, I share my theory about why Elon Musk went all in on Cybercab and FSD, what that decision may have cost Tesla in the short term, and how it could lay the foundation for an entirely new lineup of affordable, autonomous vehicles.

I explore the tradeoff between building a cheaper conventional Tesla and designing a vehicle around the rider from the ground up. I also outline a six-step path from Cybercab to broader consumer sales and high-volume production.

This is my interpretation of Tesla’s strategy, with plenty of speculation—not a confirmed product roadmap. Execution, software readiness, and regulatory approval still matter.

Would you have built a cheaper Tesla with a steering wheel first, or made the Cybercab bet? Share your thoughts in the comments.

00:00 What happened to Tesla’s growth?

02:12 Where is the cheaper Tesla?

04:32 My thesis on Tesla’s future

05:15 Cybercab vs. a cheaper conventional Tesla

09:23 Elon’s all-in decision

11:05 The complexity of driver controls

11:48 Why focus and urgency matter

14:30 Lessons from OpenAI, Anthropic, and Google

19:44 Cybertruck’s shortfall

21:17 Model Y and the missing growth vehicle

23:10 How Cybercab could unlock growth

24:06 Step 1: Define the future of transportation

25:06 Step 2: Build the software and vehicle

26:59 Step 3: Prove it works

28:03 Step 4: Obtain regulatory approval

28:32 Step 5: Sell to consumers

29:19 Step 6: Expand the vehicle lineup

31:54 Short-term costs and risks

32:41 Tesla’s potential next growth era

35:13 Closing thoughts

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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

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I attended Tesla’s Cybercab launch event in Austin and spent more than two hours speaking with Tesla engineers and examining the technical displays.

In this video, I share what I learned about the Cybercab’s unboxed assembly process, plastic exterior, brake-by-wire system, interior design, thermal management, drive unit, crash testing, serviceable battery pack, AI hardware, and manufacturing line.

Seeing these systems firsthand changed my perspective on Cybercab. This isn’t simply a new vehicle—it may form the foundation of Tesla’s manufacturing and autonomous-transport strategy for the next decade.

I also discuss Tesla’s progress with FSD, the expected transition from AI4 to AI5, the advantages of a large Robotaxi network, and what could come next—including Cybervan and future autonomous passenger vehicles.

Toward the end, I share a personal update about my family, my wife’s health, and why I haven’t posted as many videos recently.

CHAPTERS

00:00 Introduction

00:38 Event setup, expectations, and keynote

03:12 Why this launch is a major Tesla milestone

05:37 Unboxed assembly and the six vehicle modules

10:15 Plastic exterior and eliminating the paint shop

11:55 Cybercab body-panel “golden ticket”

13:03 RIM plastic, durability, and cost savings

14:57 Future autonomous passenger vehicles

20:14 Brake-by-wire and modular assembly

24:08 Interior, space, and cabin design

27:27 Exterior details, wheels, and tires

28:23 Version 5 thermal-management system

31:49 Version 5 drive unit

33:54 Crash structure and testing

36:54 Serviceable, semi-structural battery pack

40:55 Integrated ancillary-base electronics

44:49 Broader engineering takeaways

49:07 Tesla AI, LLM lessons, and real-time FSD

50:39 Austin manufacturing capacity

52:19 Cybercab’s implications for Tesla’s next decade

53:29 Cybervan and future consumer vehicles

54:26 Recent FSD progress

55:42 Coordinating hardware and autonomy software

57:35 Integrating hardware, software, and AI chips

59:21 Robotaxi network effects and competitive advantages

62:42 AI4 constraints and AI5 expectations

66:04 Personal update

66:23 My wife’s cancer treatment and outlook

68:07 Family and homeschooling

71:02 Future interests and closing

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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

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After Tesla's Q2 2025 earnings call, Elon Musk's comment that the new affordable model is "a Model Y" sent shockwaves through the community, leading to frustration and confusion. Many now believe Tesla's next big vehicle is just a cheaper, stripped-down trim of the current Model Y.

In this video, I'll break down why I believe that's wrong.

I'll argue that Tesla isn't just removing features from the Model Y. Instead, they are launching a new model on the same platform: a shorter wheelbase Model Y. This move, combined with the recently revealed longer "Model Y L" in China, points to a brilliant 3-tier product strategy, much like Apple's iPhone lineup (Standard, Pro, Pro Max).

Join me as I connect the dots and explain my theory on the "Model Y S" (Short), how Tesla can make it significantly cheaper, and why this is a genius move to maximize their existing production lines, expand their market, and navigate the end of the US federal tax credit.

Topics Covered in this Video:

- Elon Musk's controversial Q2 earnings call comment.

- The flaw in the "cheaper trim" argument.

- My Theory: The Model Y S (Short), Model Y (Standard), and Model Y L (Long).

- Evidence from the new 6-seater Model Y L in China.

- How Tesla can reduce the price by $6,000 - $8,000.

- Addressing headwinds: The expiring tax credit vs. the increasing demand from FSD improvements.

- Tesla's long-term manufacturing and platform strategy.

What are your thoughts on Tesla's upcoming affordable model? Let me know in the comments below!

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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

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In this video, I break down why I think I'll be able to use unsupervised FSD in my own Tesla in Austin before the year is over.

- How Tesla's geofenced Robotaxi network is the key.

- Creating hyper-realistic simulations of cities like Austin to rapidly train and validate FSD.

- The logical steps from safety-monitored Robotaxis to unmanned Robotaxis, and finally, to unsupervised FSD for personal vehicles in those same proven zones.

- What "unsupervised" will likely mean at first (hint: you'll probably still be in the driver's seat, but without the nags!).

Social

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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

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Lots of exciting things happening with Tesla this week. Here's what I cover in my video:

1. Elon Musk's America Party - Risk vs benefit.

2. Robotaxi Race: Waymo vs Tesla - Who will win?

3. Leadership Turnover - Bigger picture.

4. Model Y L for China - Why it's a great move and why I expect another smaller model.

5. xAI Investment - Should Tesla shareholders approve of a Tesla investment in xAI?

6. Bay Area Expansion - Will SF Bay Area get Robotaxi?

7. India Entry - What is Tesla trying to accomplish in India?

Social

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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

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I address the idea of requiring Elon Musk spend a certain number of hours per week on Tesla. I also critique the idea of required the Tesla board to oversee Elon Musk's political activity.

Elon has proven himself over and over to be one of the greatest innovators and value-creators of all time.

Yet some people want the Tesla Board to micromanage his hours and police his outside activity. This would be a terrible mistake.

You don’t babysit Elon. You treat him like an adult and give him performance-based compensation tied to long-term ambitious milestones (like market cap, revenue/profit, etc). And then expect him to knock it out of the park like he’s done with every other performance-based Tesla compensation plan.

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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

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