Dave Lee on Investing
by Dave Lee on Investing
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, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financial Principles | Money
Episodes
-
Fable 5.2 is Scary Powerful
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…
more -
OpenAI vs Anthropic: The Race to Solve Physics
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...
-
How AI Is Now Speeding Up AI - The METR Report
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...
-
Beyond Left and Right: What the 2026 Midterms Really Mean
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...
-
OpenAI Made History. Nobody Understands It.
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...
-
Anthropic Says It’s Close to the Last Invention
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...
-
Why Tucker Carlson Fears a Nuclear Strike on Iran
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…
more -
The AI Hacks Have Begun. What Happens Next?
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...
-
Tesla and SpaceX Need to Merge. Here’s Why. w/ Emmet Peppers
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…
more -
I Saw Tesla’s Flying Roadster In Person w/ Emmet Peppers
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…
more -
Cybercab just blew my mind
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...
-
(almost) Everyone is wrong about Tesla vs Uber
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...
-
I Rode Tesla’s Cybercab… It’s Better Than I Expected
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....
-
Everyone Wanted a Cheaper Tesla. Elon Had Other Plans.
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 just reinvented the car (Cybercab is here)
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…
more -
The NEW Affordable Tesla is a Shorter Model Y
After Tesla's Q2 2025 earnings call, Elon Musk's comment that the new affordable model is "a Model Y" sent shockwaves through the community, leading to frustration and confusion. Many now believe Tesla's next big vehicle is just a cheaper, stripped-down trim of the current Model Y. In this video,...
-
Unsupervised Tesla FSD Is Closer Than You Think - Here’s Why
In this video, I break down why I think I'll be able to use unsupervised FSD in my own Tesla in Austin before the year is over. - How Tesla's geofenced Robotaxi network is the key. - Creating hyper-realistic simulations of cities like Austin to rapidly train and validate FSD. - The logical steps...
-
Tesla's WILD Week: New Model in China, xAI Investment, America Party, Robotaxi War & More!
Lots of exciting things happening with Tesla this week. Here's what I cover in my video: 1. Elon Musk's America Party - Risk vs benefit. 2. Robotaxi Race: Waymo vs Tesla - Who will win? 3. Leadership Turnover - Bigger picture. 4. Model Y L for China - Why it's a great move and why I expect…
more -
Tesla Robotaxi Expands!
Subscribe to Dave Lee on Investing on Soundwise
-
The Dangerous Push to Control Elon Musk
I address the idea of requiring Elon Musk spend a certain number of hours per week on Tesla. I also critique the idea of required the Tesla board to oversee Elon Musk's political activity. Elon has proven himself over and over to be one of the greatest innovators and value-creators of all time.…
more -
My Wife’s FIRST Time Trying a Tesla Robotaxi AND Waymo - HER REACTION
I took my wife on three Tesla Robotaxi rides and two Waymo rides in Austin, Texas. I learned a lot from her reaction. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...
-
Tesla's INSANE Plan to Make Billions of Humanoid Robots - with James Douma
If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about James Douma. He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on…
more -
HONEST Thoughts on Tesla's Robotaxi with James Douma
I had the chance to spend the day taking Tesla Robotaxi rides in Austin, Texas with James Douma. We discuss our experiences riding Tesla's driverless cars and the Robotaxi service, possible expansion, Waymo and competition, and more. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple...
-
Tesla Robotaxi Changed His Mind — Investor Emmet Pepper Rides in Austin
I spend two days with Emmet Peppers in Austin, Texas as we take multiple rides in Tesla's new Robotaxi service. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...
-
I Tested Tesla Robotaxi & Waymo So You Don’t Have To — Uber’s In Trouble
Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will...
-
I Took a Tesla Robotaxi and a Waymo - Here’s How They Compare
Here's my video from Day 2 of trying out the Tesla Robotaxi network in Austin, Texas. I took a total of 5 Tesla Robotaxi rides today and also 1 Waymo ride. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...
-
I rode in Tesla's new Robotaxi - SHOCKING
I took 5 rides in Tesla's new Robotaxi network in Austin, Texas today. Was very impressed! Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...
-
Can’t wait for Tesla’s Robotaxi Network launch this month in Austin, Texas!
Subscribe to Dave Lee on Investing on Soundwise
-
Tesla's Next Act: Conquering AI Transport and AI Labor
Tesla is doing something fascinating. They're using their auto business as a launching pad into two massive adjacent markets: AI transport and AI labor. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991...
-
Tesla Shareholders Back Elon Musk - Why It Matters
Tesla shareholders overwhelmingly re-approved Elon Musk's 2018 compensation plan and the company's incorporation in Texas at the annual shareholder meeting last week. The vote shows strong support for Musk's leadership and the company's long-term focus on Full Self-Driving (FSD) and the Optimus...
-
How I Plan to Profit From AI
AI has the potential to radically increase the value of certain companies by embedding human-level intelligence into products and services. Two key opportunities to profit from this: creating or reinventing products and services with AI, and investing in companies that are leaders in bringing...
-
Why Tesla's Robotaxi Lead is a Game-Changer
Some investors argue that Tesla's potential robotaxi service should not be included in valuation models because other companies will quickly catch up once Tesla solves unsupervised FSD. However, the ride-hailing market has strong winner-takes-most dynamics, and Tesla's significant lead in...
-
Robotaxi is coming
Once Tesla releases their unsupervised Robotaxi platform will adoption be slow or fast? Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify...
-
Why Being First Matters for Tesla Optimus
In this video I want to focus on two specific things. First, the unique position of Tesla to make the best humanoid robot. And number two, why being first matters with humanoid robots. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast:...
-
Tesla Shareholder's BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz
I talk with Alexandra Merz about Tesla’s upcoming annual shareholder meeting and the two main issues being voted on: 1) Re-approving the 2018 Elon Musk Compensation Plan, and 2). Redomestication of Tesla to the state of Texas. Alexandra Merz on X (formerly Twitter): https://x.com/TeslaBoomerMama...
-
FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma
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,...
-
Tesla FSD v12: The Quest for General Driving Intelligence
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...
About this show
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, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financial Principles | Money
Hosted by
Dave Lee on Investing
Categories