How big is Tesla’s FSD lead? w/ James Douma (Ep. 618)

I’m joined by James Douma discuss his recent "perfect" FSD Beta drive in California/Oregon, Elon Musk's comments on FSD and TSLA, and thoughts on Tesla competition.

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
00:45 - Impressions using Starlink
04:30 - James Douma recent FSD Beta experience
09:30 - FSD Beta speed signs
11:11 - Challenge of hairpin turns
15:50 - FSD Beta improvements
18:30 - vs Waymo or Cruise
25:45 - 5 year behind? Or more?
31:50 - Market ignore FSD because of uncertainty
34:30 - Will every car manufacturer have Level 4 in a few years?
36:55 - Autonomous driving for consumer cars vs commercial taxis
45:50 - Elon Musk: Without FSD, Tesla basically worth zero... what does that mean?
51:55 - What kind of humanoid robot prototype will Tesla show at Tesla AI Day 2022?
59:25 - Conclusion

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💁🏻‍♂️ 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 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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