Dave Lee on Investing

What to do when you feel like you don’t have enough money to invest.

How to Get Rich playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9TcErnV0cDjuBhdKU18ecv4

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What to do when you feel like you don’t have enough money to invest.

How to Get Rich playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9TcErnV0cDjuBhdKU18ecv4

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For Q2, 2nd quarter ending June 30th, Tesla produced produced 206,421 vehicles and delivered 201,250 vehicles. Of those vehicles they produced 2,340 Model S/X and delivered 1,890 of them.

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For Q2, 2nd quarter ending June 30th, Tesla produced produced 206,421 vehicles and delivered 201,250 vehicles. Of those vehicles they produced 2,340 Model S/X and delivered 1,890 of them.

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This is #6 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

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

01:05 - Why Tesla needs a supercomputer

04:55 - GPU vs neural net processor

07:30 - $150 million supercomputer (estimate)

10:30 - What is Dojo?

15:00 - Thermals & cooling

17:55 - Computer power importance, scaling, OpenAI

19:25 - Time to train Tesla neural nets?

21:10 - Tesla AI Day expectations

24:20 - Who is in the same league as Tesla?

27:45 - Does Tesla need Lidar, ever?

32:52 - Difficulty of sensor fusion

37:20 - Conclusion

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This is #6 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

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

01:05 - Why Tesla needs a supercomputer

04:55 - GPU vs neural net processor

07:30 - $150 million supercomputer (estimate)

10:30 - What is Dojo?

15:00 - Thermals & cooling

17:55 - Computer power importance, scaling, OpenAI

19:25 - Time to train Tesla neural nets?

21:10 - Tesla AI Day expectations

24:20 - Who is in the same league as Tesla?

27:45 - Does Tesla need Lidar, ever?

32:52 - Difficulty of sensor fusion

37:20 - Conclusion

Social

This is #5 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

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

00:49 - Auto-labeling intro

10:45 - Building 3d scenes for auto-labeling

13:40 - Predicting events over time

21:08 - Step-change of auto-labeling

25:50 - State of auto-labeling vs human labeling

27:50 - World not paying attention

30:00 - Applying auto-labeling to all other FSD tasks

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This is #5 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

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

00:49 - Auto-labeling intro

10:45 - Building 3d scenes for auto-labeling

13:40 - Predicting events over time

21:08 - Step-change of auto-labeling

25:50 - State of auto-labeling vs human labeling

27:50 - World not paying attention

30:00 - Applying auto-labeling to all other FSD tasks

Social

This is #4 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

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

01:00 - Uniqueness of Tesla’s Fleet

04:57 - Network effects of FSD leader

07:47 - Tesla owning full stack vs relying on 3rd party

13:48 - Challenges for Ways, Apple

17:35 - China car companies

20:46 - Safety as an advantage

27:00 - James Douma on ordering Plaid

33:30 - Model S Plaid power curve

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This is #4 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

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

01:00 - Uniqueness of Tesla’s Fleet

04:57 - Network effects of FSD leader

07:47 - Tesla owning full stack vs relying on 3rd party

13:48 - Challenges for Ways, Apple

17:35 - China car companies

20:46 - Safety as an advantage

27:00 - James Douma on ordering Plaid

33:30 - Model S Plaid power curve

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🎙️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.

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