أفضل بودكاسات Dave Lee On Investing (2024)

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Tesla Shareholders Back Elon Musk - Why It Matters 3:49

6M ago3:49

3:49

Tesla shareholders overwhelmingly re-approved Elon Musk's 2018 compensation plan and the company's incorporation in Texas at the annual shareholder meeting last week. The vote shows strong support for Musk's leadership and the company's long-term focus on Full Self-Driving (FSD) and the Optimus humanoid robot, despite short-term challenges, and ope…

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How I Plan to Profit From AI 6:52

6M ago6:52

6:52

AI has the potential to radically increase the value of certain companies by embedding human-level intelligence into products and services. Two key opportunities to profit from this: creating or reinventing products and services with AI, and investing in companies that are leaders in bringing AI-powered value to their offerings. However, investing …

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Why Tesla's Robotaxi Lead is a Game-Changer 8:24

6M ago8:24

8:24

Some investors argue that Tesla's potential robotaxi service should not be included in valuation models because other companies will quickly catch up once Tesla solves unsupervised FSD. However, the ride-hailing market has strong winner-takes-most dynamics, and Tesla's significant lead in generalized autonomous driving technology would give them a …

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Robotaxi is coming 10:23

6M ago10:23

10:23

Once Tesla releases their unsupervised Robotaxi platform will adoption be slow or fast? 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.instag…

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Why Being First Matters for Tesla Optimus 12:32

6M ago12:32

12:32

In this video I want to focus on two specific things. First, the unique position of Tesla to make the best humanoid robot. And number two, why being first matters with humanoid robots. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open…

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Tesla Shareholder's BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz 53:01

6M ago53:01

53:01

بقلم Dave Lee on Investing

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FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma 1:55:33

8M ago1:55:33

1:55:33

I’m joined by James Douma as we discuss Tesla’s latest FSD v12 (supervised) release and how ti compares to previous FSD versions. We also dive into Robotaxi, Optimus, LLMs, and more. James Douma on Twitter, https://twitter.com/jamesdouma James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Social 🐦 Tw…

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Tesla FSD v12: The Quest for General Driving Intelligence 7:31

11M ago7:31

7:31

I discuss why Tesla had to do a complete rewrite of FSD and more importantly, why it should allow them to improve faster and potentially solve autonomous driving. Narrow Driving Intelligence (NDI) is an approach to autonomous driving where each unique driving challenge, or edge case, is solved individually with a specific solution or algorithm. How…

المدونة الصوتية تستحق الاستماع

Dave Lee On Investing بودكاست

المدونة الصوتية تستحق الاستماع

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Dave Lee on Investing

Dave Lee on Investing

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Tesla Shareholders Back Elon Musk - Why It Matters 3:49

1
How I Plan to Profit From AI 6:52

1
Why Tesla's Robotaxi Lead is a Game-Changer 8:24

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Robotaxi is coming 10:23

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Why Being First Matters for Tesla Optimus 12:32

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Tesla Shareholder's BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz 53:01

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FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma 1:55:33

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Tesla FSD v12: The Quest for General Driving Intelligence 7:31

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