Dave Lee on Investing

Why did Tesla choose Austin, Austin real estate market condition, companies moving to Austin, Tesla’s housing needs in Austin, Musk Industries moving to Austin.

View part 2 of this conversation here: https://youtu.be/b-nSeA6QDbI

Matt Holm website: https://www.holmteamaustin.com

Anuarbek Imanbaev on Twitter: https://twitter.com/anuarbekiman

Tesla Owners Club of Austin: https://teslaownersaustin.com

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Same video, 3 different speeds.

Original footage by Tesla: https://www.youtube.com/watch?v=zB8_HbrxUi8

Music replaced by royalty-free music.

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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

💁🏻‍♂️ 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

Same video, 3 different speeds.

Original footage by Tesla: https://www.youtube.com/watch?v=zB8_HbrxUi8

Music replaced by royalty-free music.

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

💁🏻‍♂️ 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

Andrea James was one of the most outspoken and well-reasoned Tesla (TSLA) bull analyst from 2010-2016 with Dougherty & Company. She current is SVP of Corp Strategy and IR at Axon.

Andrea James on Twitter: https://twitter.com/AndreaSJames

2016 Interview of Andrea James /Dave Lee, https://www.youtube.com/watch?v=WJzzSOUlQ8o

3/26/21 Interview on EV Stock Channel, https://www.youtube.com/watch?v=pZs3Kb0xqqM

Compilation of Andrea James’ media appearances, https://www.youtube.com/watch?v=zRt94u1lQcE

Check out our post-interview conversation on parenting: https://youtu.be/vIuT5lA6-I0

Timestamps:

00:00 - Introduction

1:17 - Memories as an early Tesla analyst

4:27 - How were so many people convinced that Tesla was going to fail?

7:37 - Was negative media coverage coordinated by shorts?

9:45 - What was the $1 bear argument when you were a Tesla analyst?

11:25 - How did your due diligence help you understand Tesla?

14:25 - How confident where you back then that Tesla could make it to Model 3?

16:33 - Did past 18 months stock rise surprise you?

18:10 - Rerating a stock

20:30 - Did you interact with other analysts?

22:50 - What other companies where you covering at the time?

24:25 - Thoughts on Ark Invest

26:13 - Andrea's 2025 model from April 2016

30:10 - How did you find our cost of parts?

31:50 - Career after being an analyst

35:30 - What did you see on 2nd floor of Tesla factory that brought you to tears?

41:10 - Owning a Model X

43:37 - Has Tesla exceeded or lagged your expectations?

46:05 - How close to the edge was Tesla during Model 3 ramp?

48:55 - What's the next 100 bagger?

50:51 - Robotaxi and autonomous driving

54:20 - Andrea's personal history

58:21 - How do you view relationship, health and money?

1:02:00 - Empathy and suffering

1:09:20 - SpaceX

1:14:00 - Non binary thinking

1:28:54 - Conclusion

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Growing resources, preservation vs doubling, forecasting, real estate, the investor edge.

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Elon Musk’s Boring Company has finished construction on a tunnel loop at the Las Vegas Convention Center using Tesla vehicles. I explore the significance of this achievement.

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I share my thoughts on Tesla's recent recruiting ad for a leader for the China Design Studio that will design the $25k Tesla car for China.

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I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast.

Andrej Karpathy podcast episode on Robot Brains, https://shows.acast.com/the-robot-brains/episodes/andrej-karpathy-on-the-visionary-ai-in-teslas-autonomous-dri

Andrej Karpathy on Twitter: https://twitter.com/karpathy

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I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast.

Andrej Karpathy podcast episode on Robot Brains, https://shows.acast.com/the-robot-brains/episodes/andrej-karpathy-on-the-visionary-ai-in-teslas-autonomous-dri

Andrej Karpathy on Twitter: https://twitter.com/karpathy

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I’m joined by the CEO of Arcimoto, maker of electric 3-wheeled fun utility vehicles, as we dive into their product, strategy and plans. Ticker: FUV.

Mark Frohnmayer on Twitter: https://twitter.com/nardopolo

3/31/21 Arcimoto company presentation: https://cdn.arcimoto.com/wp/20210401081445/Arcimoto-Investor-Deck-April-2021.pdf

Timestamps

00:00 - Introduction

00:40 - How is Arcimoto trying to change the world?

2:40 - Thoughts on robotaxi and autonomy

4:00 - Past as a game developer

6:39 - Where Arcimoto stands with production

9:09 - Supply chain issues

9:50 - What battery cells are you using?

10:29 - How many engineers at Arcimoto?

12:09 - Platform 1 and costs

14:50 - 2024 unit goals

15:25 - Gross profits

18:50 - Most expensive items in the vehicle

20:29 - What if Tesla comes out with a next generation after Gen 4?

22:59 - Criticism that 3 wheeled electric vehicle is not a proven market

26:20 - Issue of safety for consumers

31:26 - Platform 2

34:40 - Competition from China

37:08 - Partnership with Sandy Monro

41:50 - Autonomy partnerships

43:45 - Will platform 2 protect from rain?

44:45 - Plans for India

50:48 - Unit goals

54:10 - Arcimoto's competitive advantage

57:15 - DOE loan

58:21 - Will Arcimoto benefit from Biden EV tax credit?

59:20 - Conclusion

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