Dave Lee on Investing

I’m joined by George Hotz, founder and President of Comma.ai. My co-interviewer is Emmet Peppers (https://twitter.com/emmetpeppers).

Comma.ai website, https://comma.ai

George Hotz on Instagram: https://www.instagram.com/georgehotz/

George Hotz Archive Youtube Channel: https://www.youtube.com/channel/UCwgKmJM4ZJQRJ-U5NjvR2dg

Timestamps:

00:00 - Intro

02:17 - Comma.ai - $9m in revenue, 20 employees

3:30 - George owns majority, sole board member

4:10 - Master plan of Comma.ai

8:47 - What is limiting factor to improve performance?

10:33 - How will solve corner cases?

12:45 - End-to-end learning vs Tesla vision approach

24:50 - When will Comma.ai do city driving?

35:40 - Only 3: Tesla, Comma.ai, Mobileye

39:23 - Importance of data vs processing

40:25 - Auto-labeling

43:15 - Impressions of Tesla FSD Beta 8

44:47 - How does Comma.ai add additional cameras?

47:53 - What is ideal partnership or acquisition?

49:22 - Business model explained

51:30 - Equipment requirements to install Comma Two or Comma Three

56:35 - Any plans to expand to RVs of big rigs?

57:45 - Is Lidar a trap?

1:01:45 - Thoughts on Google as organization

1:08:01 - Cool things happening in Crypto

1:13:15 - Thoughts on Neuralink

1:24:06 - Can AI mimic human soul element?

1:27:08 - Toward cooking/cleaning robots

1:33:00 - How to solve last foot delivery?

1:34:20 - Will Apple make anApple Car?

1:39:18 - What do you think of Chinese EV makers?

1:41:06 - Will Tesla license FSD?

1:47:20 - Is Tesla leader of real-world AI?

1:48:40 - Tesla Dojo as a service?

1:41:28 - Tesla to build robots

1:54:30 - Regulation of AI

1:57:30 - Metaverse

2:05:00 - Singularity

2:08:57 - Simulation, God

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David Gardner is the co-founder of the Motley Fool. We dive into his Rule Breaker Investing framework and how to pick the big winners in the stock market.

David Gardner on Twitter: https://twitter.com/DavidGFool

Rule Breaker Investing Podcast: https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738

Motley Fool on the web: https://fool.com

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Rob Maurer of Tesla Daily joins me as we take a dive into Tesla’s Q2 2021 earnings.

Rob Maurer on Twitter: https://twitter.com/TeslaPodcast/

Tesla Daily YouTube channel: https://www.youtube.com/tesladaily

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$TSLA Tesla reported Q2 2022 earnings and hosted quarterly conference call.

Revenue: $11.96B

Gross profit: $2.88B

Operating expenses: $1.57B

Operating income: $1.31B

GAAP net income: $1.14B

non-GAAP net income: $1.57B

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These projections are NOT investing advice. Just showing what could happen if Tesla sells double the vehicles they do now in 12-18 months and its potential impact on net profits.

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Live reaction of Tesla’s Q2 2021 Shareholder Letter. Download TSLA shareholder letter, https://ir.tesla.com .

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Tesla is reporting their Q2 2021 earnings on Monday July 26 and I share my estimates and the key areas I’m looking at. $TSLA.

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🐦 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

💁🏻‍♂️ 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

Subscribe to Dave Lee on Investing on Soundwise

Tesla is reporting their Q2 2021 earnings on Monday July 26 and I share my estimates and the key areas I’m looking at. $TSLA.

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

💁🏻‍♂️ 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

Subscribe to Dave Lee on Investing on Soundwise

Chris Camillo of Dumb Money is a believer that the retail investor can have an advantage over Wall Street, and he’s developed his own investing and trading strategy which he calls social arbitrage trading.

https://twitter.com/ChrisCamillo

Dumb Money Live on Youtube, https://www.youtube.com/c/DumbMoneyLIVE

Dumb Money on Youtube, https://www.youtube.com/c/DumbMoney

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I share what I think are the most important highlights of a panel discussion between Elon Musk, Jack Dorsey and Cathie Wood about Bitcoin, crypto, Dogecoin and the future of money.

Full panel discussion: https://www.youtube.com/watch?v=Zwx_7XAJ3p0

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

💁🏻‍♂️ 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

Subscribe to Dave Lee on Investing on Soundwise