Dave Lee on Investing

Andrej Karpathy (Tesla’s head of AI) shared a huge update on Tesla FSD at the CVPR virtual computer vision conference. I share my impressions and why this is important.

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I go live to discuss systems thinking (vs linear thinking) and how this can help us understanding inflation, stocks, and Tesla (and Tesla FSD) more clearly.

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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.

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

Videos:

Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re

SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI

Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7

Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ

Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo

Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P

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

I chat with Emmet Peppers about our current thoughts on TSLA, 4680, new factories, Model Y, and capital gain tax changes.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​

Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE

Timestamps:

00:00 - Introduction

00:30 - Emmet Goes Camping

03:45 - Current thoughts on TSLA

10:00 - TSLA stock split?

13:00 - Austin and Berlin factory expectations

14:55 - FSD timeline

15:53 - Does Tesla need a PR team?

20:10 - Model Y as trojan horse of demand

21:35 - California demand

23:10 - Emmet buys a little Dogecoin, interested in Ethereum

25:45 - Taxes as part of investment decision process

28:10 - Capital gains tax changes

31:22 - Dave’s crisis of wealth

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Combine these three concepts of compounding to grow wealth:

1. Resources can grow on their own

2. Resources can grow faster the more you have

3. The faster the growth rate, the exponential the difference is

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

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I call up Emmet Peppers who just took delivery on his new Model S Plaid at last week’s delivery event and get his thoughts on his new car and what’s he’s learned.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​

Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE

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Why I think autonomous driving is a winner-takes-most market, and why this is important.

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This is an excerpt from two questions I answered in my 6/13 livestream, https://www.youtube.com/watch?v=7cBZJS5p8Nc, about Tesla’s PR, marketing, communications, and how Elon Musk is redefining the concept of a company in the 21st century.

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I share my thoughts about Tesla's Model S Plaid event, Tesla competition, and realities of wealth, as well as take viewer questions in this livestream.

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Anatoly Yakavenko is the co-founder of the Solana protocol (SOL) which claims to solve the biggest problems facing blockchains like Bitcoin, Ethereum, Cardano and others. Rather than proof of work or proof of stake, Solana is pursuing what is called proof of history.

Anatoly on Twitter: https://twitter.com/aeyakovenko

https://solana.com

Solana on YouTube: https://www.youtube.com/channel/UC9AdQPUe4BdVJ8M9X7wxHUA

Timestamps:

00:00 - Intro

00:58 - Pros and Cons of Proof of Work

6:50 - Solving for peer-to-peer information flow vs store of value

12:00 - Transactions per second on Solana

14:28 - Cost per transaction on Solana

15:40 - Smart contracts on Solana vs EVM (Ethereum Virtual Machine)

19:12 - Is there a need for Ethereum 2.0?

22:40 - Maximizing censorship resistance as unique priority for Solana

30:38 - Bitcoin lightning network?

31:45 - Future of payments?

40:25 - Thoughts on Dogecoin

42:10 - How important are memes/community vs technology?

46:10 - Problem Solana is solving

54:22 - Transaction fees and scalability

56:10 - Weaknesses of Solana

1:03:35 - Proof of history (vs proof of work and proof of stake)

1:17:44 - Can Solana be hacked?

1:21:18 - Bitcoin energy consumption

1:27:30 - Proof of stake challenges

1:30:00 - Other interesting blockchains - Cosmos, Bitcoin, Ethereum

1:33:27 - Are we in a short-term crypto bubble?

Disclaimer: At time of this video recording, my crypto holdings are ADA, ETH, BTC.

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I’m joined by Jason DeBolt as we watch and comment on Tesla’s Model S Plaid delivery event livestream. We also plan to check in with Emmet Peppers and Vincent Yu who are attending the event.

Jason Debolt on Twitter: https://twitter.com/jasondebolt

Emmet Peppers on Twitter: https://twitter.com/EmmetPeppers

Vincent Yu on Twitter: https://twitter.com/vincent13031925

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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.

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

Videos:

Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re

SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI

Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7

Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ

Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo

Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P

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