Dave Lee on Investing

Tesla's three S-curves, the key to understanding Tesla's future.

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

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

Subscribe to Dave Lee on Investing on Soundwise

Tesla's three S-curves, the key to understanding Tesla's future.

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

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

Subscribe to Dave Lee on Investing on Soundwise

Tesla's three S-curves, the key to understanding Tesla's future.

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

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

Subscribe to Dave Lee on Investing on Soundwise

Is the Tesla Bot good or bad for TSLA stock price?

S-Curve article: https://innospective.net/why-s-curves-are-probably-the-most-important-concept-in-entrepreneurship/

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

#Tesla #TSLA #Stocks

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Is the Tesla Bot good or bad for TSLA stock price?

S-Curve article: https://innospective.net/why-s-curves-are-probably-the-most-important-concept-in-entrepreneurship/

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

#Tesla #TSLA #Stocks

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Elon Musk has been liking some very interesting tweets that give us some clues as to his thinking and views for Tesla’s future - Tesla FSD, Robotaxi, Optimus humanoid robot, AGI, and more. https://twitter.com/truth_tesla/status/1487021726542225417?s=20&t=T9YfkReunNt5aN-BebiyrQ

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

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

Subscribe to Dave Lee on Investing on Soundwise

I'm joined by James Douma as we discuss TSLA Q4 earnings, Tesla stock price reaction, FSD, Optimus, Tesla competition, demand, FSD licensing and more. Note: sorry for the alert sounds in the background during first 10 minutes... guest turned them off for rest of interview.

James Douma on Twitter, https://twitter.com/jamesdouma

James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Timestamps:

00:00 - Introduction

00:55 - TSLA stock price drop reaction

01:33 - % of net assets are in TSLA

02:25 - Thoughts on TSLA Q4 earnings

13:20 - FSD central to Tesla's mission

15:00 - Elon doubling down on AI

17:15 - Can TSLA 10x from here?

22:00 - Tesla carrying on original mission of OpenAI

30:55 - Can Tesla expand AI beyond FSD and Optimus?

40:05 - Tesla Dojo update

45:55 - Tesla has a 5 year lead in FSD?

49:05 - Tesla's ambition vs competition's risk-aversion

57:30 - Bull case on Elon Musk and Tesla in a few sentences

1:01:30 - Tesla FSD licensing to other OEMs

1:06:10 - How fast is AI progressing?

1:18:08 - Tesla FSD timeline guesses

1:23:00 - Need for better Tesla FSD perception

1:26:25 - Does Tesla need a cheaper car model if FSD keeps adding value?

1:33:01 - Conclusion

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #AI

Subscribe to Dave Lee on Investing on Soundwise

I'm joined by James Douma as we discuss TSLA Q4 earnings, Tesla stock price reaction, FSD, Optimus, Tesla competition, demand, FSD licensing and more. Note: sorry for the alert sounds in the background during first 10 minutes... guest turned them off for rest of interview.

James Douma on Twitter, https://twitter.com/jamesdouma

James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Timestamps:

00:00 - Introduction

00:55 - TSLA stock price drop reaction

01:33 - % of net assets are in TSLA

02:25 - Thoughts on TSLA Q4 earnings

13:20 - FSD central to Tesla's mission

15:00 - Elon doubling down on AI

17:15 - Can TSLA 10x from here?

22:00 - Tesla carrying on original mission of OpenAI

30:55 - Can Tesla expand AI beyond FSD and Optimus?

40:05 - Tesla Dojo update

45:55 - Tesla has a 5 year lead in FSD?

49:05 - Tesla's ambition vs competition's risk-aversion

57:30 - Bull case on Elon Musk and Tesla in a few sentences

1:01:30 - Tesla FSD licensing to other OEMs

1:06:10 - How fast is AI progressing?

1:18:08 - Tesla FSD timeline guesses

1:23:00 - Need for better Tesla FSD perception

1:26:25 - Does Tesla need a cheaper car model if FSD keeps adding value?

1:33:01 - Conclusion

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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #AI

Subscribe to Dave Lee on Investing on Soundwise

Why focus on the Tesla Optimus humanoid robot when Tesla is still just getting started with EVs, FSD, Robotaxi 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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

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

Subscribe to Dave Lee on Investing on Soundwise

I’m joined by Gary Black, Managing Partner of The Future Fund, as we discuss TSLA earnings, TSLA stock price, Optimus robot, $25k model, FSD, macro uncertainty, risks and catalysts.

Gary Black on Twitter, https://twitter.com/garyblack00

Future Fund, http://thefuturefund.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 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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#TSLA #Tesla #Stocks

Subscribe to Dave Lee on Investing on Soundwise