Dave Lee on Investing

I talk with James Douma, machine learning expert and Tesla investor, on the latest developments with Tesla FSD neural nets and Tesla's autonomous driving ambitions.

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

Previous interview on Tesla Dojo supercomputer: https://youtu.be/Rv8T6t9dsRc

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

Timestamps:

00:00 - Introduction

0:48 - How James got access to Tesla's neural nets

12:05 - Multiple neural nets on each camera

13:26 - Status update on camera fusion

17:19 - How is FSD integrating bird's eye view

24:35 - Is the planning relying more on bird's eye view?

27:23 - How train with bird's eye view?

34:52 - Using 3D constructing to train neural nets

38:45 - Mapping objects where things are going to be

40:36 - Auto video labeling is the holy grail

42:18 - Dojo knows the future

43:48 - How well can neural nets perceive the world?

45:22 - How much is Tesla doing now with 3D environments?

48:32 - Is anyone else doing what Tesla is doing at scale?

49:48 - Where is dojo right now?

53:04 - Tesla AI day

54:30 - Lidar

59:15 - 2021 for FSD

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Charles Hoskinson is the founder of Cardano, a 3rd-generation cryptocurrency. We discuss the limitations of previous blockchains and how Cardano is shaping the future of crypto and decentralization.

Links:

Charles Hoskinson on Twitter: https://twitter.com/IOHK_Charles

Youtube: https://www.youtube.com/c/charleshoskinsoncrypto

https://cardano.org

2014 Ted Talk “Future will be centralized” by Charles Hoskinson, https://www.youtube.com/watch?v=97ufCT6lQcY

2017 Cardano Overview by Charles Hoskinson, https://www.youtube.com/watch?v=Ja9D0kpksxw

Forkast Interview of Charles Hoskinson, https://www.youtube.com/watch?v=Qhx6AlkC-aI

Coursera course: Bitcoin and Cryptocurrency Technologies - Princeton University (https://www.coursera.org/learn/cryptocurrency)

OpenCourseWare YouTube playlist: MIT 15.S12 Blockchain and Money, Fall 2018 - Prof. Gary Gensler (https://www.youtube.com/playlist?list=PLUl4u3cNGP63UUkfL0onkxF6MYgVa04Fn)

Timestamps:

00:00 - Introduction

1:03 - Why crypto and decentralization

5:44 - Brokering trust between 2 people who don't trust each other

8:50 - Is efficiency the right target?

12:15 - How would Airbnb be serviced on a blockchain?

15:30 - How did you get interested in crypto?

19:55 - Impact of crypto in undeveloped countries

22:33 - Secret to BTC's success

26:05 - The cult of Satoshi

29:15 - Future prognosis of BTC

32:33 - Why start Cardano

37:49 - 3rd gen crypto

43:10 - Human psychology and crypto

46:35 - Why prioritize peer reviewed papers

52:47 - How Cardano solves issues in gen 2 crypto

59:50 - Alternative economic universe

1:05:40 - Cardano and African state

1:06:20 - Cardano's developer community

1:14:08 - Regulation and sacrificing anonymity

1:20:30 - Are certain blockchains more vulnerable to regulation?

1:24:24 - Charles' crypto holdings

1:25:30 - Elon Musk, BTC and Dogecoin

1:28:25 - Best way to invest into Defi

Social

Charles Hoskinson is the founder of Cardano, a 3rd-generation cryptocurrency. We discuss the limitations of previous blockchains and how Cardano is shaping the future of crypto and decentralization.

Links:

Charles Hoskinson on Twitter: https://twitter.com/IOHK_Charles

Youtube: https://www.youtube.com/c/charleshoskinsoncrypto

https://cardano.org

2014 Ted Talk “Future will be centralized” by Charles Hoskinson, https://www.youtube.com/watch?v=97ufCT6lQcY

2017 Cardano Overview by Charles Hoskinson, https://www.youtube.com/watch?v=Ja9D0kpksxw

Forkast Interview of Charles Hoskinson, https://www.youtube.com/watch?v=Qhx6AlkC-aI

Coursera course: Bitcoin and Cryptocurrency Technologies - Princeton University (https://www.coursera.org/learn/cryptocurrency)

OpenCourseWare YouTube playlist: MIT 15.S12 Blockchain and Money, Fall 2018 - Prof. Gary Gensler (https://www.youtube.com/playlist?list=PLUl4u3cNGP63UUkfL0onkxF6MYgVa04Fn)

Timestamps:

00:00 - Introduction

1:03 - Why crypto and decentralization

5:44 - Brokering trust between 2 people who don't trust each other

8:50 - Is efficiency the right target?

12:15 - How would Airbnb be serviced on a blockchain?

15:30 - How did you get interested in crypto?

19:55 - Impact of crypto in undeveloped countries

22:33 - Secret to BTC's success

26:05 - The cult of Satoshi

29:15 - Future prognosis of BTC

32:33 - Why start Cardano

37:49 - 3rd gen crypto

43:10 - Human psychology and crypto

46:35 - Why prioritize peer reviewed papers

52:47 - How Cardano solves issues in gen 2 crypto

59:50 - Alternative economic universe

1:05:40 - Cardano and African state

1:06:20 - Cardano's developer community

1:14:08 - Regulation and sacrificing anonymity

1:20:30 - Are certain blockchains more vulnerable to regulation?

1:24:24 - Charles' crypto holdings

1:25:30 - Elon Musk, BTC and Dogecoin

1:28:25 - Best way to invest into Defi

Social

I discuss Bitcoin vs Fiat, Gold 2.0, Elon Musk & Tesla, what is money, and more with Robert Breedlove, freedom maximalist, and founder/CEO of Parallax Digital.

https://www.youtube.com/c/RobertBreedlove22/

Robert Breedlove on Twitter: https://twitter.com/breedlove22/

Other links: https://linktr.ee/breedlove22

Timestamps:

0:00 Intro

00:54 - Parallax Digital

2:05 - Tesla Investing Into BTC

5:44 - How Elon went from skeptical to purchasing BTC

10:45 - How Robert got into BTC

19:46 - Why compare BTC to gold?

28:40 - Is Gold still relevant?

29:40 - Money as the most tradeable asset

43:30 - If fiat persists, is gold still valuable?

51:55 - Collapse of fiat system?

1:03:25 - How does BTC bankrupting fiat work?

1:08:50 - Do nation states fight back against BTC?

1:12:37 - Dystopia possibility

1:17:48 - Is BTC an asset or money?

1:21:21 - BTC's lack of liquidity

1:26:18 - Lightning network vs defi

1:28:45 - Can another blockchain provide store of value?

1:32:25 - Can BTC be stopped?

1:34:40 - Risk of other crypto developing proof of work

1:37:50 - Is BTC a risky asset?

1:40:00 - Tracking BTC demand

1:46:00 - What is money?

1:51:58 - Conclusion

Social

Tom Gardner is CEO and co-founder of the Motley Fool. I discuss his investing philosophy, how the Motley Fool has been able to beat the market, and what strategies will work over the next decade.

Tom Gardner on Twitter: https://twitter.com/TomGardnerFool

Web: https://www.fool.com

Timestamps

00:00 - Introduction

1:30 - Where did the name "Motley Fool" came from?

3:05 - Diversification and long term investing

6:50 - Why is long term investing effective?

10:06 - Advise to a fearful beginner investor

12:12 - Impact of recent fed spending

15:10 - Bullish in 10 year horizon on entire market or certain companies?

18:28 - AI revolution impact on market

24:32 - Value investing in the next 10 years

28:45 - How to pick long term winners

32:25 - Importance of CEO ambition

33:05 - Red flag when founder CEO steps down?

37:20 - Importance of product

40:35 - Other companies with Apple like fanbase

46:00 - Indicators of growth companied keeping competitive advantage

50:09 - Keeping up with news cycles

54:47 - What makes a great analyst

58:38 - Minimum commitment to be an active investor

1:02:15 - Personal story of Tom's dad and investing

Social

I discuss 10 highlights from Joe Rogan's recent interview of Elon Musk.

Joe Rogan Interview of Elon Musk on Spotify: https://open.spotify.com/episode/2aB2swgyXqbFA06AxPlFmr

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I discuss what is Bitcoin, its strengths, possible risks, potential other blockchains, and its path ahead with Dan Held, growth lead at Kraken.

Dan Held on Twitter: https://twitter.com/danheld

Dan Held Substack: https://danheld.substack.com

https://www.youtube.com/channel/UCsXmJLugF3fwjzc-Qnoi5lQ

Timestamps:

00:00 - Intro

00:40 - Tesla buying BTC

4:55 - BTC as gold 2.0

6:45 - Satoshi's white paper

9:30 - Why BTC has not evolved to a payment system

11:50 - Metaverse currencies

15:07 - BTC's proof of work

20:55 - BTC vs other cryptocurrencies

24:13 - BTC vs centralized crypto

31:48 - What's the point of BTC?

37:40 - Is BTC too deflationary?

43:33 - BTC dumping risk

48:54 - Existential risk for BTC

57:25 - Corporations more powerful than nations?

1:04:00 - Can BTC encryption be cracked?

1:16:45 - Explanation of BTC as a "risk-free" asset

1:24:25 - Demand for BTC's effect on price

1:30:00 - BTC risk from other cryptos

1:50:50 - Kraken growth

1:54:50 - Conclusion

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Tesla bought $1.5B of Bitcoin, is this good or bad for Tesla Stock? Elon Musk, risk, and future goals.

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

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

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Tesla buys $1.5B of Bitcoin in January. Elon Musk on Crypto, Bitcoin and Dogecoin. Impact on TSLA.

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TSLA, Tesla Stock, as a long-term investment, options opportunities, SPACs, Elon Musk, Bitcoin, DeFi, Clubhouse, investment mistakes, diversifying brokerages, what we’re excited about this year. [recorded 2/6/21 night]

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

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

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