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

💁🏻‍♂️ 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, LMND, SQ, 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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