Dave Lee on Investing
Dave Lee on Investing
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The NEW Affordable Tesla is a Shorter Model Y
After Tesla's Q2 2025 earnings call, Elon Musk's comment that the new affordable model is "a Model Y" sent shockwaves through the community, leading to frustration and confusion. Many now believe…
Unsupervised Tesla FSD Is Closer Than You Think - Here’s Why
In this video, I break down why I think I'll be able to use unsupervised FSD in my own Tesla in Austin before the year is over. - How Tesla's geofenced Robotaxi network is the key. - Creating…
Tesla's WILD Week: New Model in China, xAI Investment, America Party, Robotaxi War & More!
Lots of exciting things happening with Tesla this week. Here's what I cover in my video: 1. Elon Musk's America Party - Risk vs benefit. 2. Robotaxi Race: Waymo vs Tesla - Who will win? 3.…
Tesla Robotaxi Expands!
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The Dangerous Push to Control Elon Musk
I address the idea of requiring Elon Musk spend a certain number of hours per week on Tesla. I also critique the idea of required the Tesla board to oversee Elon Musk's political activity. Elon has…
My Wife’s FIRST Time Trying a Tesla Robotaxi AND Waymo - HER REACTION
I took my wife on three Tesla Robotaxi rides and two Waymo rides in Austin, Texas. I learned a lot from her reaction. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:…
Tesla's INSANE Plan to Make Billions of Humanoid Robots - with James Douma
If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about James Douma. He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI…
HONEST Thoughts on Tesla's Robotaxi with James Douma
I had the chance to spend the day taking Tesla Robotaxi rides in Austin, Texas with James Douma. We discuss our experiences riding Tesla's driverless cars and the Robotaxi service, possible…
Tesla Robotaxi Changed His Mind — Investor Emmet Pepper Rides in Austin
I spend two days with Emmet Peppers in Austin, Texas as we take multiple rides in Tesla's new Robotaxi service. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:…
I Tested Tesla Robotaxi & Waymo So You Don’t Have To — Uber’s In Trouble
Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing…
I Took a Tesla Robotaxi and a Waymo - Here’s How They Compare
Here's my video from Day 2 of trying out the Tesla Robotaxi network in Austin, Texas. I took a total of 5 Tesla Robotaxi rides today and also 1 Waymo ride. Social 🐦 Twitter…
I rode in Tesla's new Robotaxi - SHOCKING
I took 5 rides in Tesla's new Robotaxi network in Austin, Texas today. Was very impressed! Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:…
Can’t wait for Tesla’s Robotaxi Network launch this month in Austin, Texas!
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Tesla's Next Act: Conquering AI Transport and AI Labor
Tesla is doing something fascinating. They're using their auto business as a launching pad into two massive adjacent markets: AI transport and AI labor. Social 🐦 Twitter…
Tesla Shareholders Back Elon Musk - Why It Matters
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…
How I Plan to Profit From AI
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…
Why Tesla's Robotaxi Lead is a Game-Changer
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…
Robotaxi is coming
Once Tesla releases their unsupervised Robotaxi platform will adoption be slow or fast?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast:…
Why Being First Matters for Tesla Optimus
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…
Tesla Shareholder's BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz
I talk with Alexandra Merz about Tesla’s upcoming annual shareholder meeting and the two main issues being voted on: 1) Re-approving the 2018 Elon Musk Compensation Plan, and 2). Redomestication of…
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Dave Lee on Investing has published 22 episodes since January 2024, covering topics in Business, Business News.
Dave Lee on Investing is currently dormant with new episodes weekly. Average episode length is 32m.
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