Dave Lee on Investing

Starlink just might be one of the most important companies in this decade. In this video, I’m doing a deep dive into what Starlink is doing, the challenges they face, and what options exist to invest into Starlink.

Timestamps:

0:00 - Intro

0:48 - What is Starlink?

6:50 - Turning point for Starlink

10:50 - Current status of satellites

11:20 - What is phased array?

12:20 - Low earth orbit vs geosynchronous

13:05 - Current demand

13:45 - Satellite launches cheaper over time

14:20 - Starlink competitors

14:30 - OneWeb

17:30 - Amazon Project Kuiper

18:15 - Jeff Bezos and Blue Origin

20:30 - Environmental challenges

20:40 - Space debris

21:30 - Light pollution

23:00 - Pricing

24:35 - When can I get Starlink?

24:57 - Can Starlink replace my home internet?

25:30 - Can I make video calls with Starlink?

25:55 - Will Starlink throttle data?

26:35 - Will Starlink be global?

26:57 - Will Elon be CEO of Starlink?

27:35 - Who are current investors of Starlink?

28:06 - Starlink valuation model 1

31:18 - Starlink valuation model 2

33:10- Is Starlink a generational company?

34:33 - How to invest in Starlink

36:00 - Elon’s promise to retail investors

38:25 - How will Elon prioritize retail investors?

40:05 - When will Starlink IPO?

40:40 - How to invest in Starlink now?

41:09 - What’s SpaceX’s current valuation?

42:00 - What can I do now?

Links:

Jan 2015 SpaceX Event Where Elon Announces Satellite Efforts, https://www.youtube.com/watch?v=AHeZHyOnsm4

Another valuation model for Starlink, https://www.forbes.com/sites/greatspeculations/2019/10/11/spacexs-satellite-internet-service-could-warrant-a-30-billion-valuation/

Starlink Reorganization, https://www.reuters.com/article/us-spacex-starlink-insight/musk-shakes-up-spacex-in-race-to-make-satellite-launch-window-sources-idUSKCN1N50FC

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

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

📚 Investment and Business Books

Common Stocks and Uncommon Profits - Philip A. Fisher https://amzn.to/34sM3mJ

One Up On Wallstreet - Peter Lynch https://amzn.to/3ktbKZY

Crossing the Chasm - Geoffrey A Moore https://amzn.to/31CHODq

The 4-Hour Workweek - Timothy Ferris https://amzn.to/3dXule0

Zero to One - Peter Thiel https://amzn.to/37DMyfH

Superforecasting, The Art and Science of Prediction - Philip E. Tetlock https://amzn.to/31FovcF

The Laptop Millionaire: How Anyone Can Escape the 9 to 5 and Make Money Online - Mark Anastasi https://amzn.to/3mkiB8t

Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengers - Alexander Osterwalder https://amzn.to/2Tng3tN

(amazon affiliate links added to links above)

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

🤝 Sponsorship Opportunities:

Message me at https://www.davelee.tv

💁🏻‍♂️ Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.

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In this video I share my thoughts on Cathie Wood’s take on analysts, Tesla, and the election. Trump or Biden: Who Does Cathie Wood Think Is Better For Innovation?

Watch full interview of Cathie Wood by The Breakdown Podcast/CoinDesk, https://www.youtube.com/watch?v=yLzSjuDAeDs

Social

Interview with @Chicken Genius Singapore

Timestamps:

0:00 - Intro

2:40 - What got Chicken started on YT

6:05 - Confidence during the recession

7:30 - Future plans

9:15 - Dealing with trolls

10:15 - Researching crypto

15:15 - Bitcoin risks

22:45 - India tracking financial transactions

24:30 - Gov issued crypto

24:45 - How got interested in Tesla

31:40 - When first think, “I need to buy TSLA stock”

32:50 - Background, job, business

34:40 - Meaning of “Chicken Genius Singapore”

35:45 - Lemonade Insurance

48:20 - Square

59:55 - US stock market valuation and corrections

1:06:20 - Tesla in China

1:08:00 - What Chinese gov wants

1:11:30 - View on China

1:14:00 - US China relations

1:19:50 - Question of Chinese copying Tesla

1:21:55 - US China trade war and tension risk to Tesla

1:26:30 - On China kicking out Tesla

1:28:10 - Risk of a Chinese trading block

1:32:40 - Hobbies

Social

Interview with @Chicken Genius Singapore

2:40 - What got Chicken started on YT

6:05 - Confidence during the recession

7:30 - Future plans

9:15 - Dealing with trolls

10:15 - Researching crypto

15:15 - Bitcoin risks

22:45 - India tracking financial transactions

24:30 - Gov issued crypto

24:45 - How got interested in Tesla

31:40 - When first think, “I need to buy TSLA stock”

32:50 - Background, job, business

34:40 - Meaning of “Chicken Genius Singapore”

35:45 - Lemonade Insurance

48:20 - Square

59:55 - US stock market valuation and corrections

1:06:20 - Tesla in China

1:08:00 - What Chinese gov wants

1:11:30 - View on China

1:14:00 - US China relations

1:19:50 - Question of Chinese copying Tesla

1:21:55 - US China trade war and tension risk to Tesla

1:26:30 - On China kicking out Tesla

1:28:10 - Risk of a Chinese trading block

1:32:40 - Hobbies

Social

In this video I explore how FSD is changing the driving experience and what FSD means in the bigger picture, it’s impact on Tesla and where autonomy is headed.

Omar’s Twitter: @WholeMarsBlog

Timestamps:

0:00 - Intro

5:25 - FSD timeline / Tesla custom chip (2016)

9:56 - Waymo

12:43 - Passive optical

18:50 - Competitors catching up to Tesla / integration

24:35 - Elon Musks approach

32:19 - FSD beta improvements / operation vacation/ Dojo

50:25 - Omar’s Beta disengagement’s

57:18 - Next stage in beta timeline

1:05:35 - EV adoption and costs

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I explore how FSD is changing the driving experience and what FSD means in the bigger picture, it’s impact on Tesla and where autonomy is headed.

Omar’s Twitter: @WholeMarsBlog

Timestamps:

0:00 - Intro

5:25 - FSD timeline / Tesla custom chip (2016)

9:56 - Waymo

12:43 - Passive optical

18:50 - Competitors catching up to Tesla / integration

24:35 - Elon Musks approach

32:19 - FSD beta improvements / operation vacation/ Dojo

50:25 - Omar’s Beta disengagement’s

57:18 - Next stage in beta timeline

1:05:35 - EV adoption and costs

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I share my conversation with Steven Mark Ryan of

@Solving The Money Problem . My next interview will be with @Chicken Genius Singapore .

Note: I'm not going to agree with everything everyone says in these long-form conversations, but I don't feel the need to interrupt and argue on everything I disagree with. So, just because I didn't address or call out an issue, it doesn't mean that I'm in agreement. Rather, in this conversation there were many beliefs and approaches where I had a different opinion or belief, and occasionally I did share those but most of the time I didn't since the point of the conversation wasn't to be right but rather to try to find common ground and to explore depth and clarity of thought (sometimes people have it and sometimes they don’t, including myself). Don’t believe stuff just because someone on YouTube says it’s true, rather evaluate and be responsible for your own beliefs and approaches. I enioy these long-form conversations because it gives me a chance to dive deeper into topics and also into the thoughts of others. And I appreciate the respect and openness that all of my guests have in coming on my channel. Can't wait for the next conversation! Please share who you'd like me to interview next.

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Timestamps:

0:00 - Intro

1:45 - How do you feel about your channel blowing up?

4:45 - How Steven got started on YouTube

8:07 - Editing and doing videos

9:45 - The story behind “Solving the Money Problem”

11:20 - The interconnectedness of money, health, personal wholeness

11:50 - Childhood

15:00 - Playing music

16:35 - Questing authority and its role in investing

22:20 - Health and nutrition

25:45 - How Steven got interested in Tesla

31:00 - Superforecasting

33:44 - Inevitable trends

36:10 - Not watching TV

41:05 - Breaking out of passivity

44:40 - AI

50:09 - The dark side of AI and Tech

53:40 - Tesla risks

56:55 Tesla competition

50:55 - Licensing Tesla tech

1:02:10 - Robotaxi

1:04:06 - Shifting public perception on Tesla

1:06:25 - Reason for not selling TSLA

1:08:53 - Not fearing losing money

1:16:25 - The future of the YT channel

1:27:15 - Moving to the US

1:28:15 - Views of the US

1:29:15 - Election predictions

1:35:25 - Genomics

1:38:35 - Neuralink

1:43:05 - Minimalism

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I share my conversation with Steven Mark Ryan of

@Solving The Money Problem . My next interview will be with @Chicken Genius Singapore .

Note: I'm not going to agree with everything everyone says in these long-form conversations, but I don't feel the need to interrupt and argue on everything I disagree with. So, just because I didn't address or call out an issue, it doesn't mean that I'm in agreement. Rather, in this conversation there were many beliefs and approaches where I had a different opinion or belief, and occasionally I did share those but most of the time I didn't since the point of the conversation wasn't to be right but rather to try to find common ground and to explore depth and clarity of thought (sometimes people have it and sometimes they don’t, including myself). Don’t believe stuff just because someone on YouTube says it’s true, rather evaluate and be responsible for your own beliefs and approaches. I enioy these long-form conversations because it gives me a chance to dive deeper into topics and also into the thoughts of others. And I appreciate the respect and openness that all of my guests have in coming on my channel. Can't wait for the next conversation! Please share who you'd like me to interview next.

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

1:45 - How do you feel about your channel blowing up?

4:45 - How Steven got started on YouTube

8:07 - Editing and doing videos

9:45 - The story behind “Solving the Money Problem”

11:20 - The interconnectedness of money, health, personal wholeness

11:50 - Childhood

15:00 - Playing music

16:35 - Questing authority and its role in investing

22:20 - Health and nutrition

25:45 - How Steven got interested in Tesla

31:00 - Superforecasting

33:44 - Inevitable trends

36:10 - Not watching TV

41:05 - Breaking out of passivity

44:40 - AI

50:09 - The dark side of AI and Tech

53:40 - Tesla risks

56:55 Tesla competition

50:55 - Licensing Tesla tech

1:02:10 - Robotaxi

1:04:06 - Shifting public perception on Tesla

1:06:25 - Reason for not selling TSLA

1:08:53 - Not fearing losing money

1:16:25 - The future of the YT channel

1:27:15 - Moving to the US

1:28:15 - Views of the US

1:29:15 - Election predictions

1:35:25 - Genomics

1:38:35 - Neuralink

1:43:05 - Minimalism

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise

In this video I interview Charles Choi, the creator of one of the hottest Korean YouTube channels on investing. We discuss why people in Korea are investing in U.S. stocks in increasing numbers and explore into this global trend and its implications.

Here’s the Charles Choi’s interview of me that he posted on his channel (미주은 -미국주식으로 은퇴하기) :

Part 1 ,https://www.youtube.com/watch?v=F_C5XqMGWEU

Part 2, https://www.youtube.com/watch?v=yMmefJSWkLs

Part 3, https://www.youtube.com/watch?v=BBep-Qg1N5Y

View Charles Choi’s special 100k subscriber performance, https://www.youtube.com/watch?v=8JHLVvjmPrk

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Auth

Subscribe to Dave Lee on Investing on Soundwise

I share my reaction and thoughts on the Tesla Cybertruck vs GM's Hummer EV. Watch Andrei Jikh's video on the Tesla Cybertruck vs GM Hummer EV Super Truck, https://www.youtube.com/watch?v=G3_EJKhjTG8 . @AndreiJikh

Follow me on Twitter: https://twitter.com/heydave7

Follow me on Instagram: https://www.instagram.com/heydave7

Check out my podcast by searching “Dave Lee on Investing” in your podcast player or in iTunes, https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

Submit a video question at http://www.davelee.tv

Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY

Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.

Subscribe to Dave Lee on Investing on Soundwise