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Farzad Mesbahi Podcasts

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Farzad Mesbahi Podcast

Farzad Mesbahi

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I have deep conversations with people regarding their interests and passions. My ultimate goal is to provide a platform for humans to come closer to each other through shared experiences. This is especially important in a world where we appear to be tearing each other apart. We are all humans. Let's celebrate each other by sharing our stories, together.
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Dave Lee on Investing

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, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financi ...
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Why We're Excited About Tesla's Future w/Farzad Mesbahi (Ep. 763) 58:10

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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 robotFarzad Mesbahi on Youtube: https://www.youtube.com/@farzynessFarzad Mesbahi on X (Twitter): https://x.com/farz…
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Tesla's Q2 Surge: Deliveries Soar, Margins Poised for Rebound (Ep. 767) 2:58

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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 numb…
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Investing in AI, Tesla Stock, and the future of Robotaxi w/ Emmet Peppers ( Ep. 766) 1:08:11

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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/EmmetPeppersEmmet Peppers on YouTube: https://www.youtube.com/@goodsoilinvestEmmet Peppers on web: https://goodsoilinvestment.comSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://po…
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Tesla Optimus (humanoid robot) is going to be wild (Ep. 765) 6:08

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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 rapi…
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Tesla Shareholders Back Elon Musk - Why It Matters (Ep. 764) 3:49

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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 ope…
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How I Plan to Profit From AI (Ep. 762) 6:52

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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 …
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Why Tesla's Robotaxi Lead is a Game-Changer (Ep. 761) 8:24

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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 …
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Robotaxi is coming (Ep. 760) 10:23

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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 https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.c…
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Why Being First Matters for Tesla Optimus (Ep. 759) 12:32

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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: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spo…
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Tesla Shareholder's BIG VOTE: Elon Musk’s Pay Plan & Texas Move w/ Alexandra Merz (Ep. 758) 53:01

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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/TeslaBoomerMamaSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Ap…
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FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma (Ep. 757) 1:55:33

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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/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitte…
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Tesla FSD v12.3 - Hits and Misses (Ep. 756) 18:11

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I take to the streets of central/downtown Austin and show some amazing moments where Tesla's FSD Beta v12.3 demonstrating high driving intelligence but also show some moments of hesitation and mistake.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify…
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Tesla FSD v12.3 - First Impressions! (Ep. 755) 1:21:33

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This morning, I received Tesla's FSD v12.3 software update in my car, and here’s my first impressions.1. Overall, I’m super impressed. Ride quality is much more human-like than v11 with acceleration, braking and turning all much improved.2. Smart decisions - overall, v12.3 made better and smarter decisions in challenging situations than v11. Severa…
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Tesla Q4 Earnings - Key Takeaways (Ep. 754) 8:47

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I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s comments to investors.Tesla Q4 2023 shareholder letter: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdfSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-…
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Tesla FSD v12: The Quest for General Driving Intelligence (Ep. 753) 7:31

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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. Howe…
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Tesla FSD v12 Rollout - FIRST THOUGHTS! (Ep. 752) 7:31

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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 t…
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Why Tesla’s Optimus Will Surprise (Ep. 751) 7:54

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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=rHGqvR4W3MUSocial🐦 Twitter https://…
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Beating Wall Street at Their Own Game (Ep. 750) 3:29

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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🐦 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…
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The Robots Are Coming... A Billion of Them (Ep. 749) 10:41

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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 2060sElon Musk: Probably something like that, provided the foundations of civilization are stableSocial🐦 Twitter https://mobile.twitter.c…
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My reaction to Tesla Optimus Bot folding laundry (Ep. 748) 7:18

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I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry.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.insta…
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Tesla Cybertruck First Reviews - My Reaction (Ep. 744) 38:04

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I share my thoughts on the Cybertruck delivery event, first reviews 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/heydave…
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Tesla Board to discuss xAI Grok investment - WHAT IT MEANS (Ep. 746) 1:00:11

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I discuss my thoughts on a posslbe Tesla-xAI partnership, what it might look like, and what the implications are.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📸 Instagr…
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OpenAI just exploded... here's what happened and WHY (Ep. 745) 1:18:33

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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🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.…
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The Future of OpenAI, AGI, xAI, Tesla (Ep. 744) 1:29:35

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I discuss the current OpenAI drama, firing of Sam Altman, SpaceX launch, xAI, future of AGI, Tesla 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 ht…
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Starship Launch - SHOCKING (Ep. 743) 3:56

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SpaceX Starship Launch Flight 2 in person.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/heydave7Dave Lee on Parenting, https://www…
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Starlink IPO, Starship Launch and Tesla Growth Wave (Ep. 742) 1:04:10

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I discuss the future of Starlink IPO, the upcoming Starship Launch, and implications of Tesla’s next growth wave.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📸 Instagr…
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OpenAI's new GPT-5, next gen model, and Tesla FSD v12 (Ep. 741) 47:12

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I discuss the future of OpenAI, their new GPT-5 plans, Tesla’s FSD v12 and more in this livestream.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…
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AI Showdown: Tesla's Genius vs New Gadget - Who Will Reign Supreme? (Ep. 740) 9:50

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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🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.c…
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Why Tesla is best-positioned to win the Robot revolution (Ep. 639) 9:34

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The most local inference + real world AI foundation model + data pipeline + humanoid robots designed for manufacturing at scale.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_GE4Y…
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