Dave Lee on Investing

I discuss TSLA Tesla's recent stock price drop with James Douma and his perspective of long-term investing in tech and innovation.

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

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I discuss TSLA Tesla's recent stock price drop with James Douma and his perspective of long-term investing in tech and innovation.

James Douma on Twitter: https://twitter.com/jamesdouma​

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

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I interview the CEO of NanoXplore, Soroush Nazarpour, about what makes graphene special, the future of graphene and its applications, and what plans and ambitions NanoXplore has.

Soroush Nazarpour interview part 1 by ROTV, https://www.youtube.com/watch?v=2qtaTa3hCCM

Soroush Nazarpour interview part 2 by ROTV, https://www.youtube.com/watch?v=AR9G1dW_A5s

NanoXplore is a public company listed on the TSX-V and OTCQX under the symbols GRA and NNXPF respectively. Disclosure: At time of recording author (Dave Lee) owns shares of NanoXplore. This video is for informational purposes and is not a recommendation to buy or sell any stock or investment.

Timestamps

00:00 - Introduction

00:50 - What is graphene?

3:32 - Graphene, the first 2D material

7:10 - State of NanoXplore's capacity

11:45 - 2019-2020 sales numbers

13:29 - Where does NanoXplore's revenue come from?

15:13 - Examples of composite parts that use graphene

20:50 - NanoXplore's vision

22:43 - Commoditization of graphene

24:26 - IP and graphene as a platform

26:15 - Where do you see the most potential?

29:25 - Soroush's background and NanoXplore's history

36:45 - Automated factory and expanding production

39:30 - NanoXplore employee headcount

42:10 - Potential of graphene in energy storage

47:10 - Graphene in plastics

50:30 - Over the next 18 months, what's the breakdown of categories of sales?

53:40 - Powder and IP

54:35 - New customer acquisition

1:00:12 - Applications of graphene in autos

1:02:45 - Can graphene be added to metals?

1:03:42 - Top challenges for NanoXplore

1:06:13 - Partnerships with other battery manufacturers

1:09:11 - What improvements did graphene make to lithium ion batteries?

1:11:55 - Why not go all-in on LFP batteries?

1:16:12 - Will graphene be a huge market?

1:19:58 - Resources to learn more about graphene?

1:21:21 - Conclusion

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I discuss Lemonade Insurance’s (LMND) Q4 earnings, slowing customer growth, Texas freeze and new products.

See shareholder letter and conference call, https://investor.lemonade.com/

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I chat with Emmet Peppers about the recent drop in growth stocks such as TSLA and his views of where the markets go from here.

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

Emmet Peppers Interview playlist: https://www.youtube.com/watch?v=ZxJpj...​

Timestamps

00:00 - Introduction

13:18 - Tesla FSD

20:20 - Thoughts on macro environment and asset allocation over the next few years

25:37 - How is Emmet handling volatility with investors in his fund?

33:19 - Roblox direct listing

1:09:46 - TSNPD (HUMBL) stock

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I discuss with James Douma about Tesla's approach to depth mapping and why Tesla's approach is likely a better overall solution compared to Lidar.

James Douma on Twitter: https://twitter.com/jamesdouma​

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Andrej Karpathy talk at ScaledML 2020: https://www.youtube.com/watch?v=hx7BXih7zx8

Timestamps

00:00 - Introduction

1:30 - Elon saying next FSD update will be a step-up change

4:04 - Timeline of FSD

9:00 - How much is Tesla's ML applicable to other fields?

10:55 - Pseudo-lidar

17:00 - How do NNs determine depth?

22:58 - Unsupervised vs self-supervised

25:00 - Overlapping camera views and time

26:35 - Challenging NNs to learn depth improving accuracy

30:20 - As NNs recognize depth, will birds eye view get more accurate?

31:55 - Strength and weakness of liar vs vision based approach

35:38 - Benefits of lidar?

37:43 - Can lidar read street signs?

42:09 - If dependent on lidar, dependent on HD maps?

43:18 - When will folks using lidar realize Tesla's approach is better?

46:18 - Matterport camera

47:55 - Lidar in the iPhone 12

49:59 - NNs are more significant to world than Wright brothers' flight

51:50 - Converging tech enabling NNs

52:45 - Moore's law and machine learning

55:20 - Conclusion

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I walkthrough my first NBA Topshot experience and share some thoughts on NFTs.

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I discuss the latest in Tesla's FSD developments with James Douma.

James Douma on Twitter: https://twitter.com/jamesdouma​

Previous interview on Inside Tesla's FSD Neural Nets, https://youtu.be/iMtujONU_0I

Andrej Karpathy talk at ScaledML 2020: https://www.youtube.com/watch?v=hx7BXih7zx8

Timestamps

00:00 - Introduction

00:48 - Andrej Karpathy's talk on architecture of FSD

2:12 - Looking at the neural net code

3:32 - Pseudo lidar

4:37 - FSD cameras

9:57 - Hardware 3 vs 2.5

11:05 - Birds eye view

14:47 - Geometric approach vs neural nets

16:52 - Birds eye view predictions

19:57 - Fusion of cameras for birds eye view

25:18 - Moving from geometric approach to BEV Net

31:27 - Did Tesla mention birds eye view at 2019 autonomy day?

37:44 - BEV is a huge step forward

40:57 - Alphafold and shocking ability of NNs

45:02 - Implications of Tesla on cutting edge of vision and movement

46:47 - Humanoid robots

48:26 - Conclusion

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I discuss the latest Tesla news and its impact on Tesla.

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I chat with Emmet Peppers about the latest in TSLA, the market, investing, and current events.

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

Emmet Peppers Interview playlist: https://www.youtube.com/watch?v=ZxJpjKaB7iU&list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE

Timestamps

00:00 - Introduction

00:30 - Austin Storm

2:29 - TSLA stock in the 780’s

5:20 - Rising interest rates effect on growth stocks

8:40 - Elon’s recent Twitter profile pic change

11:08 - Texas grid and Tesla

15:45 - Will Tesla acquire another EV company?

17:40 - BTC

27:25 - Cyberpunks and collectible NFT

39:35 - Small cap stocks

48:30 - Clubhouse or Youtube?

50:00 - SpaceX valuation

54:15 - Emmet’s foundation

1:00:00 - How to set up a venture capital fund

1:04:55 - How to identify 1000x stocks

1:13:05 - Tesla Hvac and home building

1:18:25 - Startup ideas

1:25:30 - Fear in the markets

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