Dave Lee on Investing

Anthropic just released Fable 5.2. To show what it can do, they put a thousand copies of it on one of the hardest proofs in math and didn't tell them how to work together. In ten minutes the AIs had organized themselves like a company. In under thirty hours they finished a job that took eleven days two months earlier. So how big of a jump is this model? This video goes through that run using the messages the AIs wrote to each other, what else the model built, and the one skill Anthropic says it held back on purpose: the research that builds better AI. 0:00 Why Fable 5.2 matters 1:10 Fermat's Last Theorem 2:55 1,000 AIs, no boss 4:24 "Honest odds are low" 5:53 What else it built 6:50 The skill Anthropic held back 8:23 My take ## Sources - Anthropic, "Introducing Claude Fable 5.2 and Claude Mythos 5.2" (Nov 9, 2026) - Anthropic, Claude Fable 5.2 and Mythos 5.2 system card - Anthropic, "Safely scaling multi-agent teams with Claude Fable 5.2" - Anthropic, "Formalizing Fermat's Last Theorem" (Sep 4, 2026) - Anthropic, "Claude-designed electronics" - Anthropic, "Redeploying Fable 5" (July 2026) - METR, "Independent Assessment of AI R&D Acceleration at Anthropic in October 2026" - Kevin Buzzard, Mathematical Foundations of AI Conference 2026 (Erlangen AI Hub) - The Next Web, Fortune Social X - https://x.com/davelee 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.

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OpenAI says its AI proved that the theory behind the strong force, the glue inside every atom, really exists as mathematics. It's half of one of the seven million-dollar Millennium Prize Problems, and a question even Richard Feynman doubted. But the 1,147-page proof is locked away with five scientists, led by Nobel laureate David Gross, and the world found out seven weeks after the AI did. In this video: what the Yang–Mills problem is, why physicists used a theory for fifty years without knowing if the math holds together, the race between OpenAI and two researchers using Anthropic's Claude, and what it means when the biggest scientific results start inside a company. 0:00 Intro 1:20 The Glue 4:22 The Race 5:23 The Drawer 6:51 What Changes 8:46 The Bigger Picture As of November 8, 2026, the proof has not been released or independently verified. The mass gap, the other half of the prize problem, remains open. Levent Alpöge's and Ethan Sussman's quotes are their own; Alpöge works at Anthropic. Reporting drawn from OpenAI, the Yang–Mills working group at KITP, Scientific American, AGMAI, Peter Woit's blog, the Clay Mathematics Institute, the Nobel Foundation, and Levent Alpöge's and Ethan Sussman's public posts. Footage used for commentary and documentary purposes: World Science Festival, Simons Foundation, Vega Science Trust / University of Auckland, Kavli Institute for Theoretical Physics, Sabine Hossenfelder, CSSM University of Adelaide, Clay Mathematics Institute, CERN, ETH-Bibliothek Zürich, AIP Emilio Segrè Visual Archives, Wikimedia Commons. Social X - https://x.com/davelee 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.

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An outside team just spent 11 weeks inside Anthropic, the makers of Claude, to answer one question: is AI now speeding up the building of AI? Their answer: probably yes. Anthropic is now making about two years of AI progress every year, and most of that speed-up comes from AI itself. But much of the evidence was blacked out, the newest models are kept inside the company, and the tests used to measure progress are running out of room. What does it mean when the smartest AI is the one the public can't use? What do you think? Should the companies building the smartest AI keep it to themselves first? 0:00 Eleven weeks inside Anthropic 1:05 Two years in one 3:01 Could it be wrong? 4:13 Running out of rulers 5:20 The black bars 7:06 What it means 8:28 My take Voice: my real voice Sources: - METR, "Independent Assessment of AI R&D Acceleration at Anthropic in October 2026" (Nov 5, 2026): https://metr.org/blog/2026-11-05-anthropic-ai-rd-acceleration-assessment/ - METR, review of the "Risks from automated R&D" section of Anthropic's August 2026 Risk Report (Nov 5, 2026): https://metr.org/blog/2026-11-05-rd-section-anthropic-risk-report-august-2026-review/ - METR, early-2025 study of experienced open-source developers using AI (Jul 10, 2025): https://metr.org/blog/2025-07-10-early-2025-ai-experienced-os-dev-study/ - Anthropic, Responsible Scaling Policy: https://www.anthropic.com/responsible-scaling-policy - Anthropic, "An update on independent evaluators": https://www.anthropic.com/news/an-update-on-independent-evaluators - Associated Press, "Anthropic is rapidly accelerating AI development amid slowdown calls, outside research group says": https://www.whec.com/ap-top-news/anthropic-is-rapidly-accelerating-ai-development-amid-slowdown-calls-outside-research-group-says/ - Sam McCandlish (Anthropic co-founder), post on X, Nov 6, 2026 - Google DeepMind, Gemini 4 safety report: https://storage.googleapis.com/deepmind-media/gemini/gemini_4_safety_report.pdf - Clay Mathematics Institute, Navier–Stokes Millennium Prize problem Featuring clips of Dario Amodei and Dwarkesh Patel (Dwarkesh Podcast). B-roll: Bloomberg Originals, Anthropic, Google DeepMind, NVIDIA, FAR.AI, PBS NewsHour, KTH / APS Gallery of Fluid Motion, NOAA / NASA, DroneFilmingHertfordshire, Pexels. Social X - https://x.com/davelee 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.

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Democrats swept the House and the Senate in the 2026 midterms. But what was the real reason? Trump says it was the price of gas. JD Vance says it was the war. Tucker Carlson says it was betrayal. Democrats say it was prices and corruption. In this video, I go over what happened, the reasons each side is giving, and then look deeper: the "thermostat" effect, price shocks around the world, voters who no longer stick with one party, falling trust in Washington, and young people who feel locked out. Then the last time America flipped back and forth like this, in the Gilded Age, and how the country addressed the divide. I finish with my own thoughts on where things go from here: leadership, AI, and why I'm hopeful about America's future. (note: at 13:24 I mean to say 1870s, 80s, 90s but mistakenly said 1970s. The on-screen text shows the correct 1870s, etc). 0:00 Intro 0:33 What Happened 2:14 Trump and Vance 5:43 Tucker Carlson 7:11 The Democrats 8:51 Step Back 12:44 What Now? 14:37 My Take Voice: my real voice Made on Nov 6, 2026. Mississippi and Alaska were still being counted, and exit-poll figures are preliminary. Footage and photos used for commentary and documentary purposes: Fox News, CNBC Television, NBC News, CNN, MS NOW, CBS News, C-SPAN, Associated Press, USA TODAY, NDTV World, Maine Public, PBS News, The Tucker Carlson Show, The Ben Shapiro Show, The White House, Library of Congress / Wikimedia Commons, Pexels. Sources: NBC News and AP exit polls, CNN, the Daily Caller, The Wall Street Journal, Fox News, CNBC, ABC News, Newsweek, Gallup, Pew Research Center, the Financial Times, the Harvard Youth Poll, Strength In Numbers, the National Association of Realtors, and research by Christopher Wlezien and by Arezki et al. Social X - https://x.com/davelee 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.

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OpenAI says its AI solved one of the hardest problems in math. It’s a $1 million problem about how water moves, and nobody had solved it in 90 years. But two months later, nobody fully understands the answer. Not the mathematicians checking it, and not even OpenAI. 0:00 Intro 1:16 Can Water Explode? 2:38 The Spoon 3:51 Eighty-Eight Hours 6:09 Nobody Understands It 7:28 The Flood 8:10 What It Means 9:46 My take Voice: my real voice Tristan Buckmaster’s account of his meeting with OpenAI is his own. Sébastien Bubeck disputes it. Reporting drawn from Quanta Magazine, Scientific American, Science, The Conversation, TechCrunch, Tufts Daily, OpenAI, the Clay Mathematics Institute, arXiv and Terence Tao’s blog. Footage used for commentary and documentary purposes: New Scientist, Bloomberg Odd Lots, Institute for Advanced Study, Dwarkesh Podcast, CNBC, Sky News, Science Friday / WNYC Studios, Global News, Numberphile, World Science Festival, Quanta Magazine, RTVE, Real Academia de Ciencias, Clay Mathematics Institute, Cambridge University, NASA, NASA Goddard, Wikimedia Commons. Social X - https://x.com/davelee 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.

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Anthropic, the maker of Claude, just told the SEC it “may imminently” reach the point where AI dramatically speeds up the building of AI itself. It’s called recursive self-improvement: AI building a smarter AI. So what do you think? Will we be able to control AI, or will AI control us? 0:00 AI building a smarter AI 1:06 The Last Invention 2:23 Claude Builds Claude 3:47 The Line 4:54 Why Put It in a Filing? 5:43 What Happens Next Voice: my real voice for entire video Social X - https://x.com/davelee 🎧 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.

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On November 1, 2026, Tucker Carlson posted that the Trump administration "may be within days of launching a nuclear strike on Iran," under pressure from Israel's prime minister. The target, he wrote, is Pickaxe Mountain, a tunnel complex next to Natanz that may be too deep for any ordinary American bomb. Is he right? And if not, why is anyone talking about it? This film looks beneath the post: the twenty-year contest between bigger bombs and deeper holes, what the National Academy of Sciences found about "nuclear bunker busters," the 81 years in which every president handed the nuclear option said no, and the lesson the rest of the world may be drawing from this war. Sources: Axios, NPR, Newsweek, Mediaite, the Times of Israel, IBTimes, Al Jazeera, Newsmax, NBC News, CBS News, CNN, the Institute for Science and International Security, the James Martin Center for Nonproliferation Studies, the National Research Council (2005), "Effects of Nuclear Earth-Penetrator and Other Weapons", and Nina Tannenwald, "The Nuclear Taboo". Chapters: 0:00 The post 1:08 The warning 3:58 Dig deeper 6:23 The last bomb 7:52 Eighty-one years 10:14 The lesson 11:18 Saturday Social 🐦 X - https://x.com/davelee 🎧 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’m experimenting with a new type of video format. This is more of a deep dive into recent events I think are significant and I think have big future implications. It is a lot of work to come up with the topic and angle and to fully produce it from start to finish. Fortunately AI is helping a lot with the process and it would be too laborious without its help. But just know I’m very involved in the entire process. I’ve experimented with recording my voice but also with using a cloned voice and there are clear pros and cons to both. For this video I’ve chosen to go with a cloned voice at my permission. Personally I think it’s great. But I know some might not like it. Just wanted to be transparent. Anyway, as I experiment with new video formats, I hope you can extend some flexibility since each video format might be very different and it might take some time getting used to. Anyway, I appreciate all those who’ve been subscribers and viewers of my channel over the years. Hacking has moved to machine speed. So who protects us now: people, or 24/7 AI security guards? This video looks at the past few weeks of breaches, then at the bigger questions: what it means for your phone and laptop, for the cloud, for small companies, and four ways this could play out. 0:00 One person, a swarm of AI agents 1:23 October: the month the machines showed up 3:40 Machine speed: why people can't keep up 4:50 The guard that never sleeps (and how it gets tricked) 7:02 129,000 broken windows: AI finds holes faster than we fix them 7:42 The PHP bug that took websites offline 8:47 What it means for you 9:49 The cloud is becoming everyone's security guard 10:15 Small companies lose their best defense 10:56 Four futures 11:00 Future 1: The spam ending 11:29 Future 2: The flash crash 11:54 Future 3: The great split 12:13 Future 4: The gatekeepers 13:21 Whose machine? Featuring clips of Kevin Mandia (founder, Mandiant), Rob Joyce (former NSA cybersecurity director), Nikesh Arora (CEO, Palo Alto Networks) and Heather Adkins (Google). Sources: - AI agent swarm: https://thehackernews.com/2026/10/hackers-use-autonomous-ai-agents-to.html - AI attacks wave, OpenCode and Korea (Fortune): https://fortune.com/2026/10/21/powerful-new-ai-models-are-powering-a-growing-wave-of-cyber-attacks-experts-say/ - OpenCode: https://techcrunch.com/2026/10/19/hackers-hit-ai-coding-tool-opencode-running-up-charges-on-users-ai-accounts/ - Microsoft on ARTEX: https://www.silicon.co.uk/cybersecurity/microsoft-connectwise-artex-631988 - CrowdStrike on ARTEX: https://thehackernews.com/2026/10/chinese-hackers-use-ai-powered-artex-to.html - Korean arrests: https://bleepingcomputer.com/news/security/former-pentester-used-artex-ai-to-steal-82-million-data-records - Binance (TRM Labs): https://www.trmlabs.com/resources/blog/north-korea-steals-usd-6-36-billion-from-binance-in-the-largest-hack-in-history - Binance laptop: https://www.bleepingcomputer.com/news/security/binance-links-63-billion-crypto-theft-to-compromised-devops-laptop/ - Chainalysis breach: https://www.chainalysis.com/blog/security-incident-october-30/ - Mandiant M-Trends 2026: https://cloud.google.com/blog/topics/threat-intelligence/m-trends-2026 - Microsoft Digital Defense Report 2026: https://www.helpnetsecurity.com/2026/10/02/ai-cybersecurity-threats-microsoft-report/ - UK NCSC on AI and the cyber threat: https://www.ncsc.gov.uk/report/impact-ai-cyber-threat-now-2027 - Gmail spam filtering: https://www.bleepingcomputer.com/news/security/google-says-gmail-now-blocks-99-9-percent-of-spam-and-phishing-emails/ Footage used for commentary and documentary purposes: a16z, The Cipher Brief, All-In Podcast, [un]prompted, BBC News, CBS News, Bloomberg, France 24, Arirang News, KTVU Fox 2, CrowdStrike, Microsoft, Anthropic, NASA, DVIDS / U.S. Army, Prelinger Archives, Library of Congress, NSA, Pexels, Pixabay (mignic). Photos via Wikimedia Commons: Smishra1 (CC BY-SA 4.0), reivax (CC BY-SA 2.0), UK DSIT (CC BY 2.0), Jernej Furman (CC BY 2.0), Coolcaesar (CC BY-SA 4.0), Dietmar Rabich (CC BY-SA 4.0), SimonWaldherr (CC BY-SA 4.0). Animations marked "Illustration" are simplified explanations, not real logs or screenshots. 💁🏻‍♂️ 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.

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Before Tesla’s Roadster event, Emmet Peppers and I recorded our drive from Austin to Waco. We started with his Cybercab rides—and ended up debating Tesla’s future, a possible SpaceX merger, and who wins the AI race. My view is that Tesla needs more than great hardware and manufacturing. As AI gets more capable, access to the best intelligence becomes increasingly important. That’s a big reason I think Tesla and SpaceX need to merge. Emmet pushes back on how quickly AI companies could compete with Tesla in the physical world, and we work through both sides. We also talk about the robotaxi rollout, FSD hardware, Optimus, SpaceX’s potential in space-based data centers, and Emmet’s Tesla investment thesis. Does Tesla need more vehicle models, or will unsupervised FSD change demand for the cars it already sells? Toward the end, we share how we’re using AI with our families, including a game my son wanted to build, shopping, and home renovations. We finish with our Roadster predictions just before arriving at the event. Curious what you guys think—should Tesla and SpaceX merge? And how much does having the smartest AI matter? Guest: Emmet Peppers Recorded BEFORE the Roadster event, on the drive from Austin to Waco. 00:00 Driving from Austin to the Roadster event 01:40 Emmet’s Cybercab rides and the slow rollout 08:52 What’s holding back robotaxi scale? FSD and AI hardware 16:53 Tesla’s position in the broader AI race 21:08 Why I want Tesla and SpaceX to merge 24:04 Optimus vs. the AI labs: hardware and intelligence 32:35 Why frontier AI matters for Optimus 39:18 The merger tradeoffs for Tesla shareholders 42:32 SpaceX’s potential advantage: data centers in space 49:53 Can AI challenge Tesla’s manufacturing advantage? 55:09 Could self-improving AI create an insurmountable lead? 1:01:31 The competition for top AI talent 1:05:38 When could a Tesla–SpaceX merger happen? 1:06:51 Emmet’s SpaceX experience and Tesla investment thesis 1:12:32 What would move Tesla’s business—and stock? 1:18:18 My theory: a new lineup of driverless Teslas 1:21:47 Does autonomy mean “infinite demand”? 1:23:37 Could Tesla compete with Amazon? 1:24:52 Are we becoming too dependent on convenience? 1:26:18 The AI game that surprised me 1:31:06 How we use AI for personal health questions 1:33:59 AI for shopping and home renovations 1:35:58 Our Roadster predictions before the event 1:38:13 Wrap-up 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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Emmet Peppers and I just left Tesla’s Roadster event in Waco, Texas. Seeing that demo in person was mind-blowing. But what can customers actually buy—and what does this tell us about Tesla’s future? On the drive back to Austin, we talk through the Roadster, a possible Tesla–SpaceX merger, Cybercab, and what could get Tesla’s business growing again. We also debate Cybertruck demand and whether Tesla should have done more to educate people about its vehicles. Then we get into Optimus and AI. I explain why I think a truly useful household robot is harder than most people expect, what Tesla still needs to solve, and why the smartest AI models could capture much more of the market than people realize. Emmet pushes back on several of these ideas, including AI valuations and whether businesses really need the best models. Lots to unpack. Curious what you guys think—what impressed you most about the Roadster demo, and what questions do you still have? Guest: Emmet Peppers Recorded on the drive from Waco to Austin after the Roadster event. 00:00 Leaving the Roadster event with Emmet Peppers 00:44 First reactions to the flying Roadster 02:44 The demo vs. the car customers can buy 07:24 Safety concerns and the limits of the demo 10:56 Tesla stock and a possible SpaceX merger 15:12 What would drive Tesla’s next phase of growth? 19:40 Tesla’s last manual car—and a driverless lineup? 25:16 Emmet’s Founders Roadster and the new design 27:20 What the event was like in person 30:36 Engineering breakthroughs or overengineering? 33:15 Cybertruck demand and the advertising debate 39:45 Could Optimus be Tesla’s next big event? 43:51 Why useful household robots are so difficult 52:12 My Optimus timeline and the missing intelligence piece 57:47 Why AI hardware could change the experience 1:07:55 Can the leading AI companies become too hard to catch? 1:10:25 Are we in an AI bubble? 1:17:51 The smartest AI vs. cheaper, good-enough models 1:23:03 Wrap-up and our next conversation Social 🐦 X: https://x.com/davelee 🎧 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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After experiencing Tesla’s Cybercab in Austin, I think the biggest thing people are missing is the zero-sum game built into Uber. Two people share one environment with different preferences. The driver wants the temperature at 66. I want 72. We have different preferences for music, volume, and whether the windows should be open. My comfort can come at the expense of his—and I don’t blame the driver. It’s his working environment. Cybercab removes that tug of war. I choose the temperature, play my Spotify, and settle in with my coffee. The car has no competing preferences. I can get comfortable without asking another person to sacrifice their comfort. In this video, I share my firsthand impressions from riding Cybercab in Austin and explain why removing that social tension changes the whole experience. I think people are underestimating how much this matters—and how hard it could make going back to Uber. CHAPTERS 00:00 Walking up to the Cybercab 00:25 A two-minute pickup 01:31 Inside: space, Spotify, and climate controls 03:00 The zero-sum game built into Uber 04:43 Temperature: your comfort vs. the driver’s 05:21 Music and volume: another tug of war 06:36 Cleanliness, conversation, and bringing coffee 07:28 Removing the tension changes the service 09:09 Rethinking the passenger experience 10:41 The value of a consistent ride 11:32 Scaling up and my final thoughts #Tesla #Cybercab #RobotaxiSocial 🐦 X - https://x.com/davelee 🎧 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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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 took two rides in Tesla’s Cybercab in Austin, and I’m telling you — this thing exceeded my expectations. The legroom, quiet cabin, huge screen, and freedom to just sit back and enjoy the ride are incredible. But the biggest surprise was how natural it feels with no steering wheel or pedals. There’s no empty driver’s seat reminding you that someone is missing. It just feels like this is how getting from point A to point B is supposed to work. On my second ride, I reclined my seat and watched my own Cybercab video inside a Cybercab. Half an hour flew by, and I felt refreshed. In this video, I share my first impressions, how the experience compares with a Model Y Robotaxi, and what I’d still improve—including a plusher ride and shorter wait times. I also explain why I think Tesla has reached an amazing milestone for transportation. 00:00 Opening moments 00:59 My first Cybercab ride in Austin 02:14 Legroom, seats, and the massive screen 02:44 Ride quality: what I’d improve 03:37 Spotify and settling into the ride 04:45 Testing the window controls 05:03 Why no steering wheel changes the experience 07:21 Second ride: YouTube, relaxing, and exceeding expectations 09:32 More Cybercab videos and what’s next 10:12 What Tesla has pulled off 11:21 Wait times and the potential as Tesla scales Check out my previous Cybercab video for what I learned talking with Tesla’s engineers, and subscribe for my next video on the bigger implications. #Tesla #Cybercab #RobotaxiSocial 🐦 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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Tesla’s growth has slowed, and the affordable new model many people expected hasn’t arrived. Did Tesla abandon its high-volume ambitions—or choose a different path to get there? In this video, I share my theory about why Elon Musk went all in on Cybercab and FSD, what that decision may have cost Tesla in the short term, and how it could lay the foundation for an entirely new lineup of affordable, autonomous vehicles. I explore the tradeoff between building a cheaper conventional Tesla and designing a vehicle around the rider from the ground up. I also outline a six-step path from Cybercab to broader consumer sales and high-volume production. This is my interpretation of Tesla’s strategy, with plenty of speculation—not a confirmed product roadmap. Execution, software readiness, and regulatory approval still matter. Would you have built a cheaper Tesla with a steering wheel first, or made the Cybercab bet? Share your thoughts in the comments. 00:00 What happened to Tesla’s growth? 02:12 Where is the cheaper Tesla? 04:32 My thesis on Tesla’s future 05:15 Cybercab vs. a cheaper conventional Tesla 09:23 Elon’s all-in decision 11:05 The complexity of driver controls 11:48 Why focus and urgency matter 14:30 Lessons from OpenAI, Anthropic, and Google 19:44 Cybertruck’s shortfall 21:17 Model Y and the missing growth vehicle 23:10 How Cybercab could unlock growth 24:06 Step 1: Define the future of transportation 25:06 Step 2: Build the software and vehicle 26:59 Step 3: Prove it works 28:03 Step 4: Obtain regulatory approval 28:32 Step 5: Sell to consumers 29:19 Step 6: Expand the vehicle lineup 31:54 Short-term costs and risks 32:41 Tesla’s potential next growth era 35:13 Closing thoughts 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 attended Tesla’s Cybercab launch event in Austin and spent more than two hours speaking with Tesla engineers and examining the technical displays. In this video, I share what I learned about the Cybercab’s unboxed assembly process, plastic exterior, brake-by-wire system, interior design, thermal management, drive unit, crash testing, serviceable battery pack, AI hardware, and manufacturing line. Seeing these systems firsthand changed my perspective on Cybercab. This isn’t simply a new vehicle—it may form the foundation of Tesla’s manufacturing and autonomous-transport strategy for the next decade. I also discuss Tesla’s progress with FSD, the expected transition from AI4 to AI5, the advantages of a large Robotaxi network, and what could come next—including Cybervan and future autonomous passenger vehicles. Toward the end, I share a personal update about my family, my wife’s health, and why I haven’t posted as many videos recently. CHAPTERS 00:00 Introduction 00:38 Event setup, expectations, and keynote 03:12 Why this launch is a major Tesla milestone 05:37 Unboxed assembly and the six vehicle modules 10:15 Plastic exterior and eliminating the paint shop 11:55 Cybercab body-panel “golden ticket” 13:03 RIM plastic, durability, and cost savings 14:57 Future autonomous passenger vehicles 20:14 Brake-by-wire and modular assembly 24:08 Interior, space, and cabin design 27:27 Exterior details, wheels, and tires 28:23 Version 5 thermal-management system 31:49 Version 5 drive unit 33:54 Crash structure and testing 36:54 Serviceable, semi-structural battery pack 40:55 Integrated ancillary-base electronics 44:49 Broader engineering takeaways 49:07 Tesla AI, LLM lessons, and real-time FSD 50:39 Austin manufacturing capacity 52:19 Cybercab’s implications for Tesla’s next decade 53:29 Cybervan and future consumer vehicles 54:26 Recent FSD progress 55:42 Coordinating hardware and autonomy software 57:35 Integrating hardware, software, and AI chips 59:21 Robotaxi network effects and competitive advantages 62:42 AI4 constraints and AI5 expectations 66:04 Personal update 66:23 My wife’s cancer treatment and outlook 68:07 Family and homeschooling 71:02 Future interests and closing 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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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 Tesla's next big vehicle is just a cheaper, stripped-down trim of the current Model Y. In this video, I'll break down why I believe that's wrong. I'll argue that Tesla isn't just removing features from the Model Y. Instead, they are launching a new model on the same platform: a shorter wheelbase Model Y. This move, combined with the recently revealed longer "Model Y L" in China, points to a brilliant 3-tier product strategy, much like Apple's iPhone lineup (Standard, Pro, Pro Max). Join me as I connect the dots and explain my theory on the "Model Y S" (Short), how Tesla can make it significantly cheaper, and why this is a genius move to maximize their existing production lines, expand their market, and navigate the end of the US federal tax credit. Topics Covered in this Video: - Elon Musk's controversial Q2 earnings call comment. - The flaw in the "cheaper trim" argument. - My Theory: The Model Y S (Short), Model Y (Standard), and Model Y L (Long). - Evidence from the new 6-seater Model Y L in China. - How Tesla can reduce the price by $6,000 - $8,000. - Addressing headwinds: The expiring tax credit vs. the increasing demand from FSD improvements. - Tesla's long-term manufacturing and platform strategy. What are your thoughts on Tesla's upcoming affordable model? Let me know in the comments below! 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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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 hyper-realistic simulations of cities like Austin to rapidly train and validate FSD. - The logical steps from safety-monitored Robotaxis to unmanned Robotaxis, and finally, to unsupervised FSD for personal vehicles in those same proven zones. - What "unsupervised" will likely mean at first (hint: you'll probably still be in the driver's seat, but without the nags!). 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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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. Leadership Turnover - Bigger picture. 4. Model Y L for China - Why it's a great move and why I expect another smaller model. 5. xAI Investment - Should Tesla shareholders approve of a Tesla investment in xAI? 6. Bay Area Expansion - Will SF Bay Area get Robotaxi? 7. India Entry - What is Tesla trying to accomplish in India? 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 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 proven himself over and over to be one of the greatest innovators and value-creators of all time. Yet some people want the Tesla Board to micromanage his hours and police his outside activity. This would be a terrible mistake. You don’t babysit Elon. You treat him like an adult and give him performance-based compensation tied to long-term ambitious milestones (like market cap, revenue/profit, etc). And then expect him to knock it out of the park like he’s done with every other performance-based Tesla compensation 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 📸 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 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: 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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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 over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called http://teslamotorsclub.com . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Here's an hour+ discussion on Optimus humanoid robots with James Douma. 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 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 expansion, Waymo and competition, 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 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 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: 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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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 clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future. 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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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 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 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: 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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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 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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