Dave Lee on Investing

Tesla Outlook + Why I Invest for Outsized Gains - Dave Lee Interviewed by Rob Maurer (Ep. 234)


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In this video Rob Maurer from @Tesla Daily interviews me. :) Rob Maurer on Twitter: https://twitter.com/TeslaPodcast
Timestamps:
00:00 - Introduction
1:15 - Start of Interview
1:28 - Tesla's current valuation
8:45 - FSD
10:30 - Moving to Austin and travels
13:30 - Dave's background
14:40 - Grad school in Korea
17:05 - Dave's upbringing
20:30 - Living in a $350/month room
24:20 - Seeing thriving economies and businesses
27:30 - Starting a business
28:38 - Green pastures investment philosophy
29:15 - The iPhone AppStore
30:50 - Why try to find great returns
40:00 - 100x effectiveness in giving
44:25 - How Dave got into Tesla
52:55 - How keep conviction in Tesla over time
1:01:12 - Tesla selling hardware at cost
1:04:11 - Autonomy and winner takes all
1:13:20 - Elon's noble mission that makes business sense
1:16:05 - Thoughts on X holding company
1:22:00 - Elon and Steve Jobs
1:25:40 - Elon and the X holding company
1:32:05 - Conclusion
Social
...more
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Dave Lee on InvestingBy Dave Lee on Investing

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