I’m joined by James Douma discuss his recent "perfect" FSD Beta drive in California/Oregon, Elon Musk's comments on FSD and TSLA, and thoughts on Tesla competition.

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

James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Timestamps:

00:00 - Introduction

00:45 - Impressions using Starlink

04:30 - James Douma recent FSD Beta experience

09:30 - FSD Beta speed signs

11:11 - Challenge of hairpin turns

15:50 - FSD Beta improvements

18:30 - vs Waymo or Cruise

25:45 - 5 year behind? Or more?

31:50 - Market ignore FSD because of uncertainty

34:30 - Will every car manufacturer have Level 4 in a few years?

36:55 - Autonomous driving for consumer cars vs commercial taxis

45:50 - Elon Musk: Without FSD, Tesla basically worth zero... what does that mean?

51:55 - What kind of humanoid robot prototype will Tesla show at Tesla AI Day 2022?

59:25 - Conclusion

Social

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Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

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💁🏻‍♂️ 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 and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

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