Dave Lee on Investing Dave Lee on Investing

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

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🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
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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 section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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.

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks
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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.

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🐦 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 section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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.

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks
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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 were flawless and exactly how a human would drive. v11 has a rigidity that is gone with v12.3.

Overall, I’m quite blown away by v12.3. I was expecting a version that was comparable to v11 - better in some ways and worse in other ways. But what I’ve experienced (so far) is a system that feels much more confident and capable than v11. v12.3 is far from perfect and there’s still a lot of work ahead for Tesla’s FSD team but the end-to-end neural net approach looks like it’s clearly the right approach.

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 section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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.

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks
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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.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 section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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.

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks
Subscribe to Dave Lee on Investing on Soundwise

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 (GDI) aims to develop a holistic driving intelligence that can handle a variety of situations and new edge cases, much like a human driver would. It involves creating a massive neural network that learns from millions of videos of various driving situations, enabling it to intelligently navigate through situations and edge cases it's never seen before.

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 section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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.

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks
Subscribe to Dave Lee on Investing on Soundwise

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/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 section. I do NOT give out my number or ask people to contact me.

💁🏻‍♂️ 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.

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks
Subscribe to Dave Lee on Investing on Soundwise