Dave Lee on Investing

Why Tesla demand for the Model 3 and Mode Y is surging and the implications on Tesla’s future.

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I'm joined by Dominik Schiener, the co-founder of IOTA - an open-sourced distributed ledger & crypto platform that is enabling fee-less machine to machine transactions. We talk about what is IOTA, its vision, challenges, and potential ahead. We also discuss Bitcoin, Ethereum, Chainlink, Cardano, Polkadot, and the future of crypto. (recorded 5/4/21)

www.iota.org

Dominik Schiener on Twitter: https://twitter.com/DomSchiener

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I think Tesla will enter the commercial van market. I dive into the total addressable market, potential revenue and margins, and what would differentiate the Tesla van.

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I’m joined by Will Summerlin, artificial intelligence analyst at ARK Invest as we discuss opportunities that Artificial Intelligence will create - Palantir, Crowdstrike, Genomics and more. (recorded on 5/20/21)

Will Summerlin on Twitter: https://twitter.com/summerlinARK

Timestamps

00:00 - Introduction

1:20 - Impact of the AI transformation

3:00 - Open AI GP3

9:20 - Concerns with Open AI GP3

15:25 - Cyber warfare and role of AI in nation states

21:30 - Will's previous startup

24:30 - Top AI security companies

26:35 - Crowdstrike

27:43 - How do you evaluate Palantir?

31:11 - What less obvious industries will be disrupted by AI?

34:55 - What fintech companies are using AI?

37:38 - What other outsized industries will be disrupted by AI?

40:40 - Biotech AI companies

44:00 - How did you get started with AI?

53:00 - No-code

56:35 - Painful transition time of AI taking jobs

59:00 - The wealth gap and AI

1:02:53 - AI bringing down technical barriers

1:05:20 - AI and social media

1:10:34 - Artificial general intelligence

1:13:37 - Best resources with keeping up with AI

1:14:44 - How did you join Ark?

1:22:00 - Conclusion

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Tesla has guided for initial limited production by end of year in both Berlin and Austin, yet a German publication claims production won’t start until the end of January 2022. I look at this from different angles to get to the essence of things.

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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.

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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

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I'm joined by Emmet Peppers as we share our thoughts on TSLA, Tesla FSD, Options, Roblox, Lemonade and more. (recorded on 5/2/21)

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

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

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We are on the cusp of the biggest technological revolution in history - Robot + AI. I introduce how Tesla Robotaxi is just the first major introduction of Robot AIs, and how Robot AIs will be able to do most of what humans do but better.

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I’m joined by Will Summerlin, artificial intelligence analyst at ARK Invest as we discuss Tesla AI, 2020s being the decade of data advantage, and the future of AI. (recorded on 5/20/21)

Will Summerlin on Twitter: https://twitter.com/summerlinARK

Timestamps

00:00 - Introduction

1:00 - How do you view AI and its significance?

2:48 - How is the AI revolution different from the computer or internet revolution?

5:20 - Applications of AI automation

6:55 - Data advantages in the next 1-2 decades

10:16 - Certain types of data that are super valuable

13:21 - "Valuable data" in autonomous driving

14:07 - What's stopping OEMs and other tech companies from gathering valuable autonomous driving data?

17:40 - How big of a task is it to capture and label autonomous driving data?

19:30 - Where is Tesla headed with Dojo?

23:26 - Does Tesla have an advantage over Google TPU?

26:05 - Dojo AI as a service?

28:28 - Could Tesla release an API decoding images and distances?

31:30 - Tesla as one of the biggest AI companies in the world?

35:40 - Finding data scientists and AI engineers

39:13 - Real world AI vs digital AI

42:55 - Apple car and Waymo

45:22 - What's your take on Lidar?

49:00 - Incentive structure in companies and risk

56:35 - How close is Tesla to solving FSD?

57:57 - Can Tesla do a household robot or drone?

1:01:50 - Last foot delivery

1:05:00 - Conclusion

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Elon Musk is rebuked on Twitter for not caring enough about the stock price and not being like a traditional CEO. I take a deeper look at this from various angles.

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Elon Musk refuses to hire a PR team and refuses to do paid advertising - let’s look at this from different angles to understand what’s going on.

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