Dave Lee on Investing

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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,…

Dave Lee on Investing


    • Dec 21, 2024 LATEST EPISODE
    • infrequent NEW EPISODES
    • 33m AVG DURATION
    • 1,012 EPISODES

    Ivy Insights

    The Dave Lee on Investing podcast is a must-listen for anyone looking to expand their investing knowledge and achieve financial success. Hosted by Dave Lee, this podcast provides valuable information, relevant insights, and actionable advice through his conversations with guests. It is clear that Dave puts in a lot of hard work into the show, and it won't be long until everyone discovers this amazing podcast.

    One of the best aspects of The Dave Lee on Investing podcast is the depth and detail of the information provided. Dave's knowledge is evident as he delves into topics such as Tesla, SpaceX, and more. Listeners can expect to gain a comprehensive understanding of these subjects through his thorough research and analysis. Additionally, the care and attention given to the questions asked of guests provide listeners with valuable insights from experts in their fields. This podcast truly serves as a valuable resource for those seeking to further their investing knowledge.

    However, one aspect that some listeners may find off-putting is the heavy focus on Tesla. While it is understandable that Dave has expertise in this area and it may be his personal interest, some listeners may feel that it detracts from the overall variety of topics discussed on the podcast. It would be beneficial if there was more diversity in the subject matter to cater to a wider range of interests within investing.

    In conclusion, The Dave Lee on Investing podcast offers detailed and interesting information for individuals looking to expand their investing knowledge. While some may find the heavy focus on Tesla off-putting, Dave's level-headed research approach ensures that listeners receive well-informed insights rather than mere fanboy opinions. With its valuable content and dedication to providing actionable advice, it comes as no surprise that this podcast continues to attract enthusiastic followers.



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    Latest episodes from Dave Lee on Investing

    Tesla's Next Act: Conquering AI Transport and AI Labor

    Play Episode Listen Later Dec 21, 2024 4:46


    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

    Tesla's Q2 Surge: Deliveries Soar, Margins Poised for Rebound (Ep. 767)

    Play Episode Listen Later Jul 2, 2024 2:58


    Tesla's Q2 deliveries exceeded production by 33,000 vehicles, showing a significant increase from the previous quarter. This strong performance is likely to improve Tesla's financial margins, countering the recent downward trend and challenging the narrative that Tesla is becoming a low-margin automaker. Tesla press release for Q2 2024 delivery numbers: https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-second-quarter-2024 Social

    Investing in AI, Tesla Stock, and the future of Robotaxi w/ Emmet Peppers ( Ep. 766)

    Play Episode Listen Later Jun 30, 2024 68:11


    I chat with Emmet Peppers on the latest trends with AI, investing, Tesla, FSD, Robotaxi, Cybertruck and more. Emmet Peppers on X: https://x.com/EmmetPeppers Emmet Peppers on YouTube: https://www.youtube.com/@goodsoilinvest Emmet Peppers on web: https://goodsoilinvestment.com Social

    Tesla Optimus (humanoid robot) is going to be wild (Ep. 765)

    Play Episode Listen Later Jun 24, 2024 6:08


    Tesla's Optimus humanoid robot could potentially revolutionize the world with its ability to learn and perform countless physical tasks through over-the-air software updates. As AI capabilities continue to skyrocket, the usefulness of the robot will exponentially increase, driving demand for the product and allowing it to take advantage of the rapid improvements in artificial intelligence. Social

    Tesla Shareholders Back Elon Musk - Why It Matters (Ep. 764)

    Play Episode Listen Later Jun 21, 2024 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 opens the door for a new compensation plan that could increase Musk's voting power to push forward with his aggressive AI and robotics plans. Social

    Why We're Excited About Tesla's Future w/Farzad Mesbahi (Ep. 763)

    Play Episode Listen Later Jun 19, 2024 58:10


    Will CyberCab be made of stainless steel? What do you think? I talk with @farzyness (Farzad Mesbahi) about: • Tesla shareholder meeting • Elon 2018 compensation plan re-approval • Texas redomestication of Tesla • FSD • 8/8 • Optimus humanoid robot Farzad Mesbahi on Youtube: https://www.youtube.com/@farzyness Farzad Mesbahi on X (Twitter): https://x.com/farzyness Social

    How I Plan to Profit From AI (Ep. 762)

    Play Episode Listen Later Jun 17, 2024 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 in AI companies also carries risks, as the competition to bring AI into products and services will be immense. Social

    Why Tesla's Robotaxi Lead is a Game-Changer (Ep. 761)

    Play Episode Listen Later Jun 16, 2024 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 major advantage in establishing a dominant robotaxi network that would be extremely difficult for competitors to challenge. Social

    Robotaxi is coming (Ep. 760)

    Play Episode Listen Later Jun 15, 2024 10:23


    Once Tesla releases their unsupervised Robotaxi platform will adoption be slow or fast? Social

    Why Being First Matters for Tesla Optimus (Ep. 759)

    Play Episode Listen Later Jun 14, 2024 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

    Tesla Shareholder's BIG VOTE: Elon Musk's Pay Plan & Texas Move w/ Alexandra Merz (Ep. 758)

    Play Episode Listen Later Jun 6, 2024 53:01


    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 Tesla to the state of Texas. Alexandra Merz on X (formerly Twitter): https://x.com/TeslaBoomerMama Social

    FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma (Ep. 757)

    Play Episode Listen Later Apr 12, 2024 115:33


    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

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

    Play Episode Listen Later Mar 17, 2024 18:11


    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

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

    Play Episode Listen Later Mar 16, 2024 81:33


    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

    Tesla Q4 Earnings - Key Takeaways (Ep. 754)

    Play Episode Listen Later Jan 25, 2024 8:47


    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

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

    Play Episode Listen Later Jan 23, 2024 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. 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

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

    Play Episode Listen Later Jan 22, 2024 7:31


    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

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

    Play Episode Listen Later Jan 20, 2024 7:54


    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

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

    Play Episode Listen Later Jan 19, 2024 3:29


    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

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

    Play Episode Listen Later Jan 18, 2024 10:41


    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

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

    Play Episode Listen Later Jan 17, 2024 7:18


    I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry. Social

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

    Play Episode Listen Later Dec 1, 2023 38:04


    I share my thoughts on the Cybertruck delivery event, first reviews and more. Social

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

    Play Episode Listen Later Nov 22, 2023 60:11


    I discuss my thoughts on a posslbe Tesla-xAI partnership, what it might look like, and what the implications are. Social

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

    Play Episode Listen Later Nov 20, 2023 78:33


    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

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

    Play Episode Listen Later Nov 19, 2023 89:35


    I discuss the current OpenAI drama, firing of Sam Altman, SpaceX launch, xAI, future of AGI, Tesla and more. Social

    Starship Launch - SHOCKING (Ep. 743)

    Play Episode Listen Later Nov 19, 2023 3:56


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

    Play Episode Listen Later Nov 15, 2023 64:10


    I discuss the future of Starlink IPO, the upcoming Starship Launch, and implications of Tesla's next growth wave. Social

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

    Play Episode Listen Later Nov 13, 2023 47:12


    I discuss the future of OpenAI, their new GPT-5 plans, Tesla's FSD v12 and more in this livestream. Social

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

    Play Episode Listen Later Nov 10, 2023 9:50


    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

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

    Play Episode Listen Later Nov 9, 2023 9:34


    The most local inference + real world AI foundation model + data pipeline + humanoid robots designed for manufacturing at scale. Social

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

    Play Episode Listen Later Oct 19, 2023 7:04


    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

    An Alternative Take on Tesla's “Missed” Q3 Delivery Numbers (Ep. 737)

    Play Episode Listen Later Oct 2, 2023 6:02


    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

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

    Play Episode Listen Later Oct 2, 2023 6:02


    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

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

    Play Episode Listen Later Sep 14, 2023 121:11


    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

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

    Play Episode Listen Later Sep 14, 2023 121:11


    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

    cancer

    Play Episode Listen Later Jul 21, 2023 8:08


    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

    cancer

    Play Episode Listen Later Jul 21, 2023 8:08


    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

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

    Play Episode Listen Later Jul 19, 2023 3:45


    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

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

    Play Episode Listen Later Jun 27, 2023 7:51


    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

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

    Play Episode Listen Later Jun 27, 2023 7:51


    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

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

    Play Episode Listen Later Jun 4, 2023 7:08


    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

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

    Play Episode Listen Later May 30, 2023 6:59


    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

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

    Play Episode Listen Later May 30, 2023 6:59


    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

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

    Play Episode Listen Later May 16, 2023 18:16


    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

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

    Play Episode Listen Later May 16, 2023 18:16


    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

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

    Play Episode Listen Later Apr 19, 2023 7:27


    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

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

    Play Episode Listen Later Apr 19, 2023 7:27


    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

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

    Play Episode Listen Later Apr 19, 2023 7:27


    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

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

    Play Episode Listen Later Apr 13, 2023 122:34


    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

    Tesla's Next 3 Vehicles - Don't tell anyone

    Play Episode Listen Later Apr 6, 2023 8:42


    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

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

    Play Episode Listen Later Mar 30, 2023 55:29


    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 GPT4ALL Download: https://github.com/nomic-ai/gpt4all Nomic.ai: https://home.nomic.ai Social

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