Dave Lee on Investing

Dave Lee on Investing

By Dave Lee on InvestingBusinessInvestingBusiness News
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Dave Lee on Investing episodes

  • Tesla FSD v12.3 - Hits and Misses (Ep. 756)
    I take to the streets of central/downtown Austin and show some amazing moments where Tesla's FSD Beta v12.3 demonstrating high driving intelligence but also show some moments of hesitation and mistake.
    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    19 min
  • Tesla FSD v12.3 - First Impressions! (Ep. 755)
    This morning, I received Tesla's FSD v12.3 software update in my car, and here’s my first impressions.
    1. Overall, I’m super impressed. Ride quality is much more human-like than v11 with acceleration, braking and turning all much improved.
    2. Smart decisions - overall, v12.3 made better and smarter decisions in challenging situations than v11. Several places where I know v11 would have difficulty, v12.3 handled with ease.
    3. v12.3 handled speed bumps perfectly.
    4. Many of my rides today were flawless and exactly how a human would drive. v11 has a rigidity that is gone with v12.3.
    Overall, I’m quite blown away by v12.3. I was expecting a version that was comparable to v11 - better in some ways and worse in other ways. But what I’ve experienced (so far) is a system that feels much more confident and capable than v11. v12.3 is far from perfect and there’s still a lot of work ahead for Tesla’s FSD team but the end-to-end neural net approach looks like it’s clearly the right approach.
    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    1 hr 22 min
  • Tesla Q4 Earnings - Key Takeaways (Ep. 754)
    I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s comments to investors.
    Tesla Q4 2023 shareholder letter: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-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 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

    Subscribe to Dave Lee on Investing on Soundwise

    9 min
  • Tesla FSD v12: The Quest for General Driving Intelligence

    I discuss why Tesla had to do a complete rewrite of FSD and more importantly, why it should allow them to improve faster and potentially solve autonomous driving.

    Narrow Driving Intelligence (NDI) is an approach to autonomous driving where each unique driving challenge, or edge case, is solved individually with a specific solution or algorithm. However, this approach does not improve the vehicle's ability to handle new, unseen edge cases.

    On the other hand, General Driving Intelligence (GDI) aims to develop a holistic driving intelligence that can handle a variety of situations and new edge cases, much like a human driver would. It involves creating a massive neural network that learns from millions of videos of various driving situations, enabling it to intelligently navigate through situations and edge cases it's never seen before.

    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    8 min
  • Tesla FSD v12 Rollout - FIRST THOUGHTS! (Ep. 752)
    I discuss Tesla's Full Self-Driving (FSD) Version 12, a significant rewrite of their driving software, transitioning from rule-based coding to a neural network approach. This new version is a big leap, moving from using specific rules to an end-to-end neural net. I highlight the accomplishments but also note the challenges ahead for the Tesla FSD team.
    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    8 min
  • Why Tesla’s Optimus Will Surprise (Ep. 751)
    I discuss the rapid advancement and potential utility of Tesla's Optimus humanoid robot, highlighting its significant progress in hardware and future improvements in AI. I also talk about the robot's ability to learn and adapt to perform various valuable tasks.
    Dr Know-it-All video: https://www.youtube.com/watch?v=rHGqvR4W3MU
    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    8 min
  • Beating Wall Street at Their Own Game (Ep. 750)
    I discuss a high-risk, high-reward investment strategy focused on recognizing the potential of groundbreaking products before they impact a company's financial statements.
    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    4 min
  • The Robots Are Coming... A Billion of Them (Ep. 749)
    I share my thoughts on the following exchange on X:
    DavidSHolz: we should be expecting a billion humanoid robots on earth in the 2040s and a hundred billion (mostly alien) robots throughout the solar system in the 2060s
    Elon Musk: Probably something like that, provided the foundations of civilization are stable
    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    11 min
  • My reaction to Tesla Optimus Bot folding laundry (Ep. 748)
    I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry.
    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 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

    Subscribe to Dave Lee on Investing on Soundwise

    8 min
  • Tesla Cybertruck First Reviews - My Reaction (Ep. 744)
    I share my thoughts on the Cybertruck delivery event, first reviews 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 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

    Subscribe to Dave Lee on Investing on Soundwise

    39 min

About Dave Lee on Investing

From the publisher's feed

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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