Dave Lee on Investing

Why Tesla’s Fleet Advantage Will Unlock FSD w/ James Douma #18 (Ep. 376)

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This is #4 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .
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
01:00 - Uniqueness of Tesla’s Fleet
04:57 - Network effects of FSD leader
07:47 - Tesla owning full stack vs relying on 3rd party
13:48 - Challenges for Ways, Apple
17:35 - China car companies
20:46 - Safety as an advantage
27:00 - James Douma on ordering Plaid
33:30 - Model S Plaid power curve
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