Dave Lee on Investing artwork

Dave Lee on Investing

838 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 138 ratings

Hi, I’m Dave Lee and welcome to my investing channel. I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s good and true.

Subscribe to keep up with my videos.

Check out my archived posts/articles on Tesla, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financial Principles | Money

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Episodes

Tesla FSD v12.3 - Hits and Misses (Ep. 756)

March 17, 2024 23:31 - 18 minutes

I take to the streets of central/downtown Austin and show some amazing moments where Tesla's FSD Beta v12.3 demonstrating high driving intelligence but also show some moments of hesitation and mistake. 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.instagram.com/heydave7 Dave Lee on Pa...

Tesla FSD v12.3 - First Impressions! (Ep. 755)

March 16, 2024 22:44 - 1 hour

This morning, I received Tesla's FSD v12.3 software update in my car, and here’s my first impressions. 1. Overall, I’m super impressed. Ride quality is much more human-like than v11 with acceleration, braking and turning all much improved. 2. Smart decisions - overall, v12.3 made better and smarter decisions in challenging situations than v11. Several places where I know v11 would have difficulty, v12.3 handled with ease. 3. v12.3 handled speed bumps perfectly. 4. Many of my rides today we...

Tesla Q4 Earnings - Key Takeaways (Ep. 754)

January 25, 2024 18:25 - 8 minutes

I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s comments to investors. Tesla Q4 2023 shareholder letter: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdf 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.i...

Tesla FSD v12: The Quest for General Driving Intelligence (Ep. 753)

January 23, 2024 19:03 - 7 minutes

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. However, this approach does not improve the vehicle's ability to handle new, unseen edge cases. On the other hand, General Driving Intelligence (GD...

Tesla FSD v12 Rollout - FIRST THOUGHTS! (Ep. 752)

January 22, 2024 17:59 - 7 minutes

I discuss Tesla's Full Self-Driving (FSD) Version 12, a significant rewrite of their driving software, transitioning from rule-based coding to a neural network approach. This new version is a big leap, moving from using specific rules to an end-to-end neural net. I highlight the accomplishments but also note the challenges ahead for the Tesla FSD team. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id14930319...

Why Tesla’s Optimus Will Surprise (Ep. 751)

January 20, 2024 18:30 - 7 minutes

I discuss the rapid advancement and potential utility of Tesla's Optimus humanoid robot, highlighting its significant progress in hardware and future improvements in AI. I also talk about the robot's ability to learn and adapt to perform various valuable tasks. Dr Know-it-All video: https://www.youtube.com/watch?v=rHGqvR4W3MU Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open....

Beating Wall Street at Their Own Game (Ep. 750)

January 19, 2024 17:30 - 3 minutes

I discuss a high-risk, high-reward investment strategy focused on recognizing the potential of groundbreaking products before they impact a company's financial statements. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.c...

The Robots Are Coming... A Billion of Them (Ep. 749)

January 18, 2024 19:03 - 10 minutes

I share my thoughts on the following exchange on X: DavidSHolz: we should be expecting a billion humanoid robots on earth in the 2040s and a hundred billion (mostly alien) robots throughout the solar system in the 2060s Elon Musk: Probably something like that, provided the foundations of civilization are stable 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...

My reaction to Tesla Optimus Bot folding laundry (Ep. 748)

January 17, 2024 23:30 - 7 minutes

I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who ...

Tesla Cybertruck First Reviews - My Reaction (Ep. 744)

December 01, 2023 17:18 - 38 minutes

I share my thoughts on the Cybertruck delivery event, first reviews and more. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonat...

Tesla Board to discuss xAI Grok investment - WHAT IT MEANS (Ep. 746)

November 22, 2023 17:25 - 1 hour

I discuss my thoughts on a posslbe Tesla-xAI partnership, what it might look like, and what the implications are. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fa...

OpenAI just exploded... here's what happened and WHY (Ep. 745)

November 20, 2023 17:40 - 1 hour

I discuss the latest in the OpenAI saga… this morning Sam Altman and Greg Brockman agree to join Microsoft. OpenAI appionts a new CEO, Emmett Shear (former Twitch CEO). And OpenAI employees demand board to resign. Shockingly Ilya Sutskever signs the letter as well. 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_GE4YSI...

The Future of OpenAI, AGI, xAI, Tesla (Ep. 744)

November 19, 2023 23:41 - 1 hour

I discuss the current OpenAI drama, firing of Sam Altman, SpaceX launch, xAI, future of AGI, Tesla and more. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall fo...

Starship Launch - SHOCKING (Ep. 743)

November 19, 2023 03:05 - 3 minutes

SpaceX Starship Launch Flight 2 in person. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment secti...

Starlink IPO, Starship Launch and Tesla Growth Wave (Ep. 742)

November 15, 2023 18:03 - 1 hour

I discuss the future of Starlink IPO, the upcoming Starship Launch, and implications of Tesla’s next growth wave. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fa...

OpenAI's new GPT-5, next gen model, and Tesla FSD v12 (Ep. 741)

November 13, 2023 17:27 - 47 minutes

I discuss the future of OpenAI, their new GPT-5 plans, Tesla’s FSD v12 and more in this livestream. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammer...

AI Showdown: Tesla's Genius vs New Gadget - Who Will Reign Supreme? (Ep. 740)

November 10, 2023 21:07 - 9 minutes

My critique of the Humane AI Pin, what it shows about the need for local inference compute, and how Tesla Optimus humanoid robot is the generalized application for real world AI. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.yo...

Why Tesla is best-positioned to win the Robot revolution (Ep. 639)

November 09, 2023 23:47 - 9 minutes

The most local inference + real world AI foundation model + data pipeline + humanoid robots designed for manufacturing at scale. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: ...

The Truth About Tesla's Q3 Earnings Report (Ep. 738)

October 19, 2023 00:21 - 7 minutes

I give my take on Tesla's latest quarterly earnings - the positives and negatives, including Tesla AI, Tesla FSD, Optimus humanoid robot, next-generation vehicle, margins, 2024 guidance and more. Read Tesla's Q3 2023 shareholder letter: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q3-2023-Update-3.pdf Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spo...

"Tesla Stock: How Sell-side and Buy-side Analysts Influence Your Investment (Ep. 737)

October 02, 2023 19:45 - 6 minutes

My take on Tesla's Q3 delivery number announcement, impact on TSLA stock price, economic outlook, and more. https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter-2023 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.insta...

Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma #43 (Ep. 736)

September 14, 2023 21:15 - 2 hours

I’m joined by James Douma, a machine learning specialist and Tesla investor, to explore the latest developments with Tesla’s FSD beta program, version 12, end-to-end neural networks, and the future of AI. James Douma on Twitter, https://twitter.com/jamesdouma James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id14...

cancer

July 21, 2023 16:10 - 8 minutes

Thanks for your support and messages. Means a lot to my wife and I. If you need to get a message to me, send me a DM on Twitter (I usually read my DMs although I'm unable to reply to most). 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.instagram.com/heydave7 Dave Lee on Parenting, h...

Tesla’s SURPRISE Q2 Earnings Report (Ep. 734)

July 19, 2023 20:59 - 3 minutes

I share my key takeaways from Tesla's TSLA Q2 Earnings Shareholder Letter. Tesla Q2 2023 Shareholder Letter: https://digitalassets.tesla.com/tesla-contents/image/upload/TSLA-Q2-2023-Update.pdf 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.instagram.com/heydave7 Dave Lee on Parenting...

Tesla just revealed this SECRET FSD Advantage (Ep. 733)

June 27, 2023 15:00 - 7 minutes

How close is Tesla FSD to solving autonomous driving? How close is the competition? What are the challenges? Tesla is planning to have 100 Exa-Flops of compute power to train FSD by end of next year. https://twitter.com/heydave7/status/1673307285873983488 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 📸 Ins...

Elon Musk’s SECRET AI Plan - How Tesla Investors Will Benefit (Ep. 732)

June 04, 2023 05:54 - 7 minutes

What is Elon Musk trying to accomplish with his X.ai startup? Does it stand a chance against OpenAI, Microsoft, Google and DeepMind? Why not just do it within Tesla? Why does it need to be separate? And will Tesla shareholders benefit from Elon’s master AI plan? 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...

Can TESLA STOCK do another 10x? (Ep. 731)

May 30, 2023 15:45 - 6 minutes

I answer these questions in this video: What am I invested in right now? How did I know Tesla was going to be a good investment in 2012? Hasn’t Tesla reached its peak valuation considering all car companies are now making electric cars? 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.i...

Elon Musk surprises Tesla shareholders - SHOCKING (Ep. 730)

May 16, 2023 23:27 - 18 minutes

I share my thoughts on Elon Musk, Tesla, Optimus humanoid robot, FSD from the 2023 Tesla Annual Shareholder Meeting. Tesla annual shareholder meeting video: https://www.youtube.com/watch?v=bZNL_8bUz6A 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.instagram.com/heydave7 Dave Lee on Pa...

Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729)

April 19, 2023 23:24 - 7 minutes

I share my thoughts on Tesla’s Q1 2023 earnings report, earnings call, and comments from Elon Musk, Zach Kirkhorn, Drew Baglino and Tesla management. Read Tesla’s Q1 2023 Shareholder Letter: https://tesla-cdn.thron.com/static/ZXSBN8_TSLA_Q1_2023_Update_ABMJPG.pdf Listen to Tesla’s Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZY Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spot...

Tesla, GPT-4, FSD - AI is a BIG DEAL w/ James Douma (Ep. 728)

April 13, 2023 17:17 - 2 hours

James Douma and I discuss latest Tesla Investor Day, Tesla's Next Gen Vehicle, developments with OpenAI GPT-4 and LLMs (large language models), Tesla FSD beta v11 and more. James Douma on Twitter, https://twitter.com/jamesdouma James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open....

Tesla's Next 3 Vehicles - Don't tell anyone 😉 (Ep. 727)

April 06, 2023 18:18 - 8 minutes

I break down Tesla’s lineup of vehicles, present and future, and how they can possibly reach their ambitious goal of 20 million vehicles per year. Download Tesla’s Master Plan Part 3 report: https://www.tesla.com/blog/master-plan-part-3 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.i...

This AI Project Changes Everything - w/ GPT4ALL creator (Ep. 726)

March 30, 2023 23:24 - 55 minutes

I talk with Andriy Mulyar, the creator of GPT4ALL, on how he created a chat GPT AI agent that can run on a laptop without a wifi connection. We talk about the recent AI developments that made this possible and his outlook on the future of where AI is headed. Andriy Mulyar wanted to note that Yuvanesh Anand (Twitter: https://twitter.com/Yuvaaa___) is first author of the technical report and gathered the data to make it possible. Andriy Mulyar on Twitter: https://twitter.com/andriy_mulyar GP...

Google's new ChatGPT competitor REVEALED (Ep. 725)

March 23, 2023 22:01 - 17 minutes

I just got an invite to try Google's Bard, a ChatGPT competitor. So, I put OpenAI's ChatGPT GPT-4 and Google's Bard to the test with the same prompts, and see who wins this challenge. 🐦 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.you...

GPT-4 vs Google's Bard - Who wins in a showdown? (Ep. 725)

March 23, 2023 22:01 - 17 minutes

I just got an invite to try Google's Bard, a ChatGPT competitor. So, I put ChatGPT GPT-4 and Google's Bard to the test with the same prompts, and see who wins this challenge. 🐦 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/...

You won’t believe these AI generated photos… (Ep. 724)

March 21, 2023 04:48 - 15 minutes

I share some photos generated by Midjourney version 5 which was just released last week. The main prompt I used is: /imagine prompt: An analogue photo shot with Leica from the 2000s of [insert your own description of anything] --v 5 --ar 16:9 MidJourney: https://www.midjourney.com Discord: https://discord.com 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/...

I put GPT-4 to the test - and it blew me away! (Ep. 723)

March 17, 2023 20:21 - 10 minutes

I share a story that OpenAI's GPT-4 created about GPT-7 taking over a fleet of humanoid robots, and discuss the implications. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Ple...

Full Tour of the All-Electric Lightship L1 RV (Ep. 722)

March 13, 2023 21:50 - 1 hour

I meet Ben Parker and Toby Kraus, co-founders of Lightship RV, at their launch event at SXSW 2023. Full walkthrough of the all-electric Lightship L1 RV alpha prototype. Lightship RV website: https://lightshiprv.com 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.instagram.com/heydave7...

Step Inside the Revolutionary All-Electric Lightship RV (Ep. 722)

March 13, 2023 21:50 - 1 hour

I meet Ben Parker and Toby Kraus, co-founders of Lightship RV, at their launch event at SXSW 2023. Full walkthrough of the all-electric Lightship L1 RV alpha prototype. Lightship RV website: https://lightshiprv.com 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.instagram.com/heydave7...

Step Inside the All-Electric Lightship RV (Ep. 722)

March 13, 2023 21:50 - 1 hour

I meet Ben Parker and Toby Kraus, co-founders of Lightship RV, at their launch event at SXSW 2023. Full walkthrough of the all-electric Lightship L1 RV alpha prototype. Lightship RV website: https://lightshiprv.com 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.instagram.com/heydave7...

The Inside Scoop on Tesla’s Next-Gen Vehicle (Ep. 721)

March 04, 2023 04:38 - 4 minutes

New information about Tesla’s new gigafactory in Mexico from the Mexican governor of Nuevo León, and reported by The NY Times. https://www.nytimes.com/2023/03/03/business/energy-environment/tesla-nuevo-leon-mexico-factory.html 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.instagram.c...

The Inside Scoop on Tesla’s Next-Gen Vehicle (Ep. 721)

March 04, 2023 04:38 - 4 minutes

New information about Tesla’s new gigafactory in Mexico from the Mexican governor of Nuevo León, and reported by The NY Times. https://www.nytimes.com/2023/03/03/business/energy-environment/tesla-nuevo-leon-mexico-factory.html 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.instagram.c...

My BIGGEST Takeaway from Tesla Investor Day (Ep. 720)

March 03, 2023 17:15 - 3 minutes

I share my experience on the factory tour at Giga Texas right before the Investor Day presentation. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammer...

My BIGGEST Takeaway from Tesla Investor Day (Ep. 720)

March 03, 2023 17:15 - 3 minutes

I share my experience on the factory tour at Giga Texas right before the Investor Day presentation. 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammer...

Shhhh… The Tesla Van Is Coming (Ep. 719)

March 02, 2023 23:06 - 4 minutes

Is Tesla's next vehicle reveal the Tesla Van? 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment se...

Shhhh… The Tesla Van Is Coming (Ep. 719)

March 02, 2023 23:06 - 4 minutes

Is Tesla's next vehicle reveal the Tesla Van? 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment se...

The REAL reason Tesla is building their next Gigafactory in Mexico (Ep. 718)

March 02, 2023 17:09 - 4 minutes

Tesla announced at Tesla Investor Day that they will be building their next Gigafactory in Monterrey, Mexico. But why? 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please d...

The REAL reason Tesla is building their next Gigafactory in Mexico (Ep. 618)

March 02, 2023 17:09 - 4 minutes

Tesla announced at Tesla Investor Day that they will be building their next Gigafactory in Monterrey, Mexico. But why? 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please d...

Tesla's HIDDEN Secret Revealed at Investor Day (Ep. 716)

March 02, 2023 05:40 - 5 minutes

Is this Tesla's check-mate move to end ICE? Check out the full Tesla Investor Day 2023 presentation: https://www.youtube.com/watch?v=Hl1zEzVUV7w 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u...

Tesla's HIDDEN Secret Revealed at Investor Day (Ep. 716)

March 02, 2023 05:40 - 5 minutes

Is this Tesla's check-mate move to end ICE? Check out the full Tesla Investor Day 2023 presentation: https://www.youtube.com/watch?v=Hl1zEzVUV7w 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.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u...

Tesla Investor Day - What to Expect w/ Emmet Peppers (Ep. 715)

February 27, 2023 15:53 - 1 hour

I’m joined by Emmet Peppers as we talk about Tesla’s Investor Day (March 1, 2023) expectations, TSLA stock, and state of AI (artificial intelligence). Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE Good Soil Management YouTube channel, https://www.youtube.com/channel/UCho9rOsQBrq-kUGjzJADHAQ Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podc...

This is crazy… Better than ChatGPT! (Ep. 714)

February 08, 2023 05:26 - 4 minutes

This is more powerful than ChatGPT. Microsoft's full event, "Introducing your copilot for the web: AI-powered Bing and Microsoft Edge": https://www.youtube.com/watch?v=rOeRWRJ16yY 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.instagram.com/heydave7 Dave Lee on Parenting, https://www....

Guests

Rob Maurer
6 Episodes
Charles Hoskinson
1 Episode
Ross Gerber
1 Episode

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