Dave Lee on Investing

By Dave Lee on Investing

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What's Dave Lee on Investing about?

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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Check out my archived posts/articles on Tesla, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financial Principles | Money

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LAST EPISODE

Is this Tesla’s ChatGPT Mom...

09.14.2023

I’m joined by James Douma, a machine learning specialist and Tesla investor, to explore the latest developments with Tesla’s FSD beta program, version 12, end-to-end neural networks, and the future of AI. James Douma on Twitter, https://twitter.com/jamesdouma James Douma on ...

Dave Lee on Investing episodes:

09.14.2023 Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma #43 (Ep. 736) I’m joined by James Douma, a machine learning specialist and Tesla investor, to explore the latest developments with Tesla’s FSD beta program, version 12, end-to-end neural networks, and the future of AI. James Douma on Twitter, https://twitter.com/jamesdouma James Douma on ...
07.21.2023 cancer 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 ...
07.21.2023 cancer 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 ...
07.19.2023 Tesla’s SURPRISE Q2 Earnings Report (Ep. 734) 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
06.27.2023 Tesla just revealed this SECRET FSD Advantage (Ep. 733) 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
06.04.2023 Elon Musk’s SECRET AI Plan - How Tesla Investors Will Benefit (Ep. 732) 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 ...
05.30.2023 Can TESLA STOCK do another 10x? (Ep. 731) 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 ...
05.16.2023 Elon Musk surprises Tesla shareholders - SHOCKING (Ep. 730) 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
04.19.2023 Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729) 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
04.13.2023 Tesla, GPT-4, FSD - AI is a BIG DEAL w/ James Douma (Ep. 728) 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
04.06.2023 Tesla's Next 3 Vehicles - Don't tell anyone 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
03.30.2023 This AI Project Changes Everything - w/ GPT4ALL creator (Ep. 726) 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 ...
03.23.2023 GPT-4 vs Google's Bard - Who wins in a showdown? (Ep. 725) 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.
03.21.2023 You won’t believe these AI generated photos… (Ep. 724) 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 ...
03.17.2023 I put GPT-4 to the test - and it blew me away! (Ep. 723) 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
03.13.2023 Full Tour of the All-Electric Lightship L1 RV (Ep. 722) 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
03.13.2023 Step Inside the All-Electric Lightship RV (Ep. 722) 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
03.13.2023 Step Inside the Revolutionary All-Electric Lightship RV (Ep. 722) 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
03.04.2023 The Inside Scoop on Tesla’s Next-Gen Vehicle (Ep. 721) Giving opportunity: For the past year and half I’ve been helping various Afghan refugees in their journey to safety and freedom. One family in particular who was part of the first group of refugees I helped in 2021 has finally ...
03.04.2023 The Inside Scoop on Tesla’s Next-Gen Vehicle (Ep. 721) New information about Tesla’s new gigafactory in Mexico from the Mexican governor of Nuevo León, and reported by The NY Times. https://www.nytimes.com/2023/03/03/business/energy-environment/tesla-nuevo-leon-mexico-factory.html Social
03.03.2023 My BIGGEST Takeaway from Tesla Investor Day (Ep. 720) Giving opportunity: For the past year and half I’ve been helping various Afghan refugees in their journey to safety and freedom. One family in particular who was part of the first group of refugees I helped in 2021 has finally ...
03.03.2023 My BIGGEST Takeaway from Tesla Investor Day (Ep. 720) I share my experience on the factory tour at Giga Texas right before the Investor Day presentation. Social
03.02.2023 Shhhh… The Tesla Van Is Coming (Ep. 719) Giving opportunity: For the past year and half I’ve been helping various Afghan refugees in their journey to safety and freedom. One family in particular who was part of the first group of refugees I helped in 2021 has finally ...
03.02.2023 Shhhh… The Tesla Van Is Coming (Ep. 719) Is Tesla's next vehicle reveal the Tesla Van? Social
03.02.2023 The REAL reason Tesla is building their next Gigafactory in Mexico (Ep. 718) Tesla announced at Tesla Investor Day that they will be building their next Gigafactory in Monterrey, Mexico. But why? Social
03.02.2023 The REAL reason Tesla is building their next Gigafactory in Mexico (Ep. 618) Tesla announced at Tesla Investor Day that they will be building their next Gigafactory in Monterrey, Mexico. But why? Social
03.02.2023 Tesla's HIDDEN Secret Revealed at Investor Day (Ep. 716) Is this Tesla's check-mate move to end ICE? Check out the full Tesla Investor Day 2023 presentation: https://www.youtube.com/watch?v=Hl1zEzVUV7w Social
03.02.2023 Tesla's HIDDEN Secret Revealed at Investor Day (Ep. 716) Is this Tesla's check-mate move to end ICE? Check out the full Tesla Investor Day 2023 presentation: https://www.youtube.com/watch?v=Hl1zEzVUV7w Social
02.27.2023 Tesla Investor Day - What to Expect w/ Emmet Peppers (Ep. 715) I’m joined by Emmet Peppers as we talk about Tesla’s Investor Day (March 1, 2023) expectations, TSLA stock, and state of AI (artificial intelligence). Emmet Peppers on Twitter: https://twitter.com/emmetpeppers Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE Good Soil Management YouTube channel, https://www.youtube.com/channel/UCho9rOsQBrq-kUGjzJADHAQ ...
02.08.2023 This is crazy… Better than ChatGPT! (Ep. 714) This is more powerful than ChatGPT. Microsoft's full event, "Introducing your copilot for the web: AI-powered Bing and Microsoft Edge": https://www.youtube.com/watch?v=rOeRWRJ16yY Social
01.26.2023 Tesla Q4 Earnings Call Highlights (Ep. 713) Tesla reported their Q4 2022 earnings today and held an earrings conference call. I go over the key highlights. Listen to earnings call: https://www.youtube.com/watch?v=_Pxfo4rT3f8 Check out their shareholder letter here: https://tesla-cdn.thron.com/static/GZR0GS_TSLA_Q4_2022_Update_PVPJAG.pdf Social
01.26.2023 Tesla Q4 Earnings Call Highlights (Ep. 713) Tesla reported their Q4 2022 earnings today and held an earrings conference call. I go over the key highlights. Listen to earnings call: https://www.youtube.com/watch?v=_Pxfo4rT3f8 Check out their shareholder letter here: https://tesla-cdn.thron.com/static/GZR0GS_TSLA_Q4_2022_Update_PVPJAG.pdf Social
01.25.2023 Key Takeaways from Tesla’s Q4 Earnings Report (Ep. 712) Tesla reported their Q4 2022 earnings. Check out their shareholder letter here, https://tesla-cdn.thron.com/static/GZR0GS_TSLA_Q4_2022_Update_PVPJAG.pdf Social
01.25.2023 Key Takeaways from Tesla’s Q4 Earnings Report (Ep. 712) Tesla reported their Q4 2022 earnings. Check out their shareholder letter here, https://tesla-cdn.thron.com/static/GZR0GS_TSLA_Q4_2022_Update_PVPJAG.pdf Social
01.16.2023 Tesla Brand - Recent Survey Shows Potential Damage (Ep. 711) Do you agree or disagree with Morning Consult that Tesla's brand net favorability has gone down this past year? Social
01.16.2023 Tesla Brand Damage (Ep. 711) Do you agree or disagree with Morning Consult that Tesla's Brand has been damaged this past year? Social
01.15.2023 Tesla price cuts (Ep. 710) I share my current thoughts on Tesla's latest round of big price cuts. Social
01.15.2023 Tesla price cuts (Ep. 710) I share my current thoughts on Tesla's latest round of big price cuts. Social
01.02.2023 Tesla deliveries + Suggestions to management (Ep. 709) In the fourth quarter, Tesla produced over 439,000 vehicles and delivered over 405,000 vehicles. In 2022, vehicle deliveries grew 40% YoY to 1.31 million while production grew 47% YoY to 1.37 million. Social
12.24.2022 Mind blown! Links to try out everything we demo in the video including AI image generators! Have fun. ChatGPT: http://chat.openai.com Dalle- 2: https://labs.openai.com Stable Diffusion: https://huggingface.co/spaces/stabilityai/stable-diffusion MidJourney: https://midjourney.com/ James Douma and I discuss latest Tesla FSD developments, FSD beta v11 release notes, ...
12.22.2022 How to Fix the Elon Musk Twitter Drama Problem (Ep. 707) Can Elon Musk separate his role as referee and player at Twitter? Does he need to in order to create a fair place for those who disagree with his views? Social
12.20.2022 Dear Elon Musk, Twitter needs a Master Plan (Ep. 706) I’m joined by Farzad Mesbahi (YouTube and former Tesla employee) to discuss Elon Musk, Tesla, and the future of Twitter. What should the Master Plan for Twitter be? Farzad Mesbahi on Twitter: https://twitter.com/farzyness Farzad Mesbahi on YouTube: https://www.youtube.com/user/farzyness Social
12.13.2022 What Really Happened with Elon Musk at the Dave Chappelle Show w/ Emmet Peppers (Ep. 705) Emmet Peppers attended the Dave Chappelle show in person and got to see Elon Musk’s appearance firsthand. Was Elon booed off the stage as CNN reported? Emmet Peppers on Twitter: https://twitter.com/emmetpeppers Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE Good Soil Management YouTube ...
12.04.2022 Tesla, Twitter, Recession as Opportunity w/ Emmet Peppers (Ep. 704) I’m joined by Emmet Peppers as we discuss Tesla Semi delivery event, Twitter, Tesla risks, market, and future of media. Emmet Peppers on Twitter: https://twitter.com/emmetpeppers Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE Good Soil Management YouTube channel, https://www.youtube.com/channel/UCho9rOsQBrq-kUGjzJADHAQ Social
12.02.2022 5 Reasons Tesla Semi Will Dominate (Ep. 703) Going live to discuss Tesla's Semi delivery event and implications on the future of transport and logistics. Social
12.02.2022 The Tesla SEMI plus THIS will change everything w/ Mayur Thaker (Ep. 701) I'm joined by Mayur Thaker (a co-portfolio manager at Sachs Investment Research) to discuss the implications of Tesla Semi + Autonomy on the logistics, shipping and hauling industries. Mayur Thaker on Twitter: https://twitter.com/freshjiva Social
11.30.2022 Explaining the 2022 Tesla Stock Drop w/ Gary Black (Ep. 701) I’m joined by Gary Black (managing partner of The Future Fund) as we discuss Elon Musk’s acquisition of Twitter and its impact or non-impact to TSLA and Tesla. View Morgan Stanley survey results: https://twitter.com/garyblack00/status/1597354332642750465?s=20&t=z2RasbKb5l2LYLP3H6b9Gg Gary Black on Twitter, https://twitter.com/garyblack00 Future ...
11.29.2022 The problem with all Tesla price targets (Ep. 701) TSLA price targets short-term and long-term - how to evaluate. Social
11.23.2022 Leaked Release Notes for Tesla FSD Beta v11 w/ James Douma #40 (Ep. 699) James Douma and I discuss latest Tesla FSD developments, FSD beta v11 release notes, Elon Musk, Twitter, TSLA and more. Bonus section after 1 hour mark on language learning and mental skills development. James Douma on Twitter, https://twitter.com/jamesdouma James Douma ...
11.17.2022 Who is Tesla’s next CEO? - Elon Musk’s BIG decision (Ep. 698) Who do you think Tesla’s next CEO will be? Social

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