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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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Me, Myself, and AI

MIT Sloan Management Review and Boston Consulting Group (BCG)

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Why do only 10% of companies succeed with AI? In this series by MIT SMR and BCG, we talk to the leaders who've achieved big wins with AI in their companies and learn how they did it. Hear what gets experts from companies like NASA, Shopify, and others excited to do their jobs every day and what they consider the keys to their success.
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Money Party

Shelby & Lee Diskin

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Everyone wants to be financially free, but what stands in the way maybe a lack of financial education, how we feel and think about money, or living a lifestyle we can’t afford. Knowing that money can be emotional and uncomfortable to talk about and hard to ask for advice on, we created a space where there's no judgment, no pretending, no BS, no appointment needed, and we'll ask all the questions. Here on The Money Party, we don’t just talk about budgets and financial planning; we also dive d ...
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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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Jeff Cooper parlayed his interest in neuroscience and human behavior into a career in data science and today works as a senior data science director for online retail subscription service Stitch Fix. Jeff joins Me, Myself, and AI to share how the company pairs human employees with intelligent technologies to keep up with customer preferences while …
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Like many product leaders in the technology space, Jackie Rocca took a somewhat circuitous path to that role. After beginning her career in management consulting with Bain, she earned her MBA at Stanford and then worked at Google, where she helped launch YouTube TV. Now, she serves as vice president of product at Slack, where she focuses on the col…
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Daniele Petecchi didn’t realize how complex the process of producing tires was until he joined Pirelli, a company that’s been in the business of manufacturing tires for more than 150 years. But now, as head of data management and AI, he’s focused on leveraging the company’s wealth of data to meet the stringent technical, quality, and performance re…
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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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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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On this bonus episode, we head to the World Bank offices in Washington, D.C., where hosts Sam and Shervin joined organizers Jonathan Timmis and Timothy DeStefano from the World Bank and Georgetown University’s McDonough School of Business for the day-long conference, “How is Artificial Intelligence Transforming Firms?” in December 2023. In our fina…
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While Me, Myself, and AI is on winter break, we hope you enjoy this episode. Jennifer Strong, longtime journalist and creator of the SHIFT podcast, joins Sam and Shervin to talk about their favorite Me, Myself, and AI episode Find the additional podcasts mentioned in the episode below: SHIFT podcast In Machines We Trust WSJ’s The Future of Everythi…
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On this bonus episode, we head to the World Bank offices in Washington, D.C., where hosts Sam and Shervin joined organizers Jonathan Timmis and Timothy DeStefano from the World Bank and Georgetown University’s McDonough School of Business for the day-long conference, “How is Artificial Intelligence Transforming Firms?” in December 2023. In our seco…
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While Me, Myself, and AI is on winter break, we hope you enjoy this episode. Tom Davenport, President’s Distinguished Professor of Information Technology and Management at Babson College, joins Sam and Shervin to talk about their predictions for AI trends in 2024. Find the additional studies and resources mentioned in the episode below: Tom Davenpo…
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*New! for a limited time, please take our short listener survey. We value your feedback!* On this bonus episode, we head to the World Bank offices in Washington, D.C., where hosts Sam and Shervin joined organizers Jonathan Timmis and Timothy DeStefano from the World Bank and Georgetown University’s McDonough School of Business for the day-long conf…
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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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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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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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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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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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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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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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*New! For a limited time, please take our short listener survey. We value your feedback!* When Mark Surman produced a pro-peace public service announcement for his local TV station as a self-proclaimed “punk rock kid” in the 1980s, he wasn’t thinking about a future career evangelizing fair, equitable, and trustworthy technology access for everyone.…
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Growing up in a multilingual community, Prem Natarajan became interested in language at a young age. Eventually that interest, aptitude, and curiosity translated into an interest in machine learning and technical development, and today Prem works as the chief scientist and head of enterprise AI at financial services company Capital One. Prem joins …
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When Vandi Verma saw the Spirit and Opportunity rovers land on Mars while she was working toward a Ph.D. in robotics, it set her on a path toward working at NASA in space exploration., Perhaps unsurprisingly, today, as chief engineer for robotic operations at Nasa’s Jet Propulsion Laboratory (JPL), Vandi sees the biggest opportunities for artificia…
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Ellen Nielsen, Chevron’s first chief data officer, sees data as the common thread throughout a career that has spanned systems, digital data, procurement, and supply chain. In her current role, she applies what she’s learned to Chevron’s wide-ranging AI and machine learning initiatives, including the use of robots and computer vision to inspect tan…
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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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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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Miqdad Jaffer brings a background in engineering to his role as director of product for digital marketplace platform Shopify. Users might recognize the commerce platform as one that enables a fast and secure online checkout experience. On the merchant side, Shopify enables business owners to set up e-commerce sites where they can list and sell thei…
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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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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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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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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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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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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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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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As an associate professor at Harvard Business School and cofounder of the Customer Intelligence Lab at the school’s Digital Data Design Institute, Ayelet Israeli’s work is focused on how data and technology can inform marketing strategy, as well as how generative AI can be a useful tool in eliminating algorithmic bias. One of the products of her re…
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A former startup employee herself, Shilpa Prasad knows the level of commitment and effort required to begin a new venture. That’s what led her to join LG Nova, electronics manufacturer LG’s innovation incubator, as an entrepreneur in residence. In her role, Shilpa identifies promising startups — particularly those working with AI — and coaches and …
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I give my take on Tesla's latest quarterly earnings - the positives and negatives, including Tesla AI, Tesla FSD, Optimus humanoid robot, next-generation vehicle, margins, 2024 guidance and more.Read Tesla's Q3 2023 shareholder letter:https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q3-2023-Update-3.pdfSocial🐦 Twitter https://mob…
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Starting a career with the ambition of becoming a medical doctor and ending up a technical leader for a major automaker might seem an unlikely path, but for Anders Sjögren, who leads data and AI innovation projects for Volvo Cars, it was a perfect trajectory. On this episode, Anders joins Sam and Shervin to explain the ways the carmaker uses data a…
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My take on Tesla's Q3 delivery number announcement, impact on TSLA stock price, economic outlook, and more.https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter-2023Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-i…
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I’m joined by James Douma, a machine learning specialist and Tesla investor, to explore the latest developments with Tesla’s FSD beta program, version 12, end-to-end neural networks, and the future of AI.James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-Yjr…
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At Amnesty Tech, a division of human rights organization Amnesty International, Damini Satija and Matt Mahmoudi leverage their expertise in technology and public policy to examine the use of AI in the public sector and its impact on citizens worldwide. In Part 1 of Matt and Damini’s conversation with Sam and Shervin, they described scenarios in whi…
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Amnesty International brings together more than 10 million staff members and volunteers worldwide to advocate for social justice. Damini Satija and Matt Mahmoudi work with Amnesty Tech, a division of the human rights organization that focuses on the role of government, Big Tech, and technologies like artificial intelligence in areas like surveillan…
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Jeremy King leads a team of 1,400 passionate engineers working on the continuous improvement of Pinterest’s image-driven platform. With a background that includes heading up a translation team at eBay and overseeing the technology behind Walmart’s U.S. retail stores and e-commerce business, Jeremy is now responsible for technology operations at Pin…
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When Zan Gilani came to the U.S. from Pakistan to complete his undergraduate studies, he chose to study Chinese because it was rumored to be a difficult language. At the time, the tech industry was booming, and he quickly became interested in applying his passion for foreign languages and learning more generally in a technology-rich environment. Th…
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Thanks for your support and messages. Means a lot to my wife and I. If you need to get a message to me, send me a DM on Twitter (I usually read my DMs although I'm unable to reply to most).Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://ope…
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Naba Banerjee’s identity as a “forever learner” led to her become the first female engineer in her family. That curiosity has informed her career choices as well, leading her to companies as varied as Tata, Cognizent, Walmart, and AAA. Now, as director of trust product and operations at vacation rental platform Airbnb, she is continuing let her cur…
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As CEO of Aboitiz Data Innovation, David Hardoon oversees the operations of a technology conglomerate focused on using data science and AI to support its businesses in a range of sectors, including banking, financial services, utilities, agriculture, and construction in Singapore and the Philippines. In his role, David is leading some unexpected — …
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When Elizabeth Anne Watkins started her doctoral program, she landed a research role studying journalists’ use of security and privacy technologies — but she found the security tools confusing and difficult to use. Today, as a research scientist in the social science of AI at Intel Labs, she advocates for other end users faced with understanding an…
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Hina Dixit’s interest in supporting people and solving problems has its roots in her family’s call office business, where she helped people place telephone calls when she was growing up in India. Later, after earning her bachelor’s degree in computer science, she was quickly recruited into the tech space, where her problem-solving and customer serv…
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Shelia Anderson parlayed a love of learning into studying the emerging field of engineering when she began her undergraduate education. After gaining experience leading IT teams in the technology, airline, and insurance industries, she joined Aflac in the summer of 2022. Shelia joins Sam and Shervin to share how using artificial intelligence and ma…
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I share my thoughts on Elon Musk, Tesla, Optimus humanoid robot, FSD from the 2023 Tesla Annual Shareholder Meeting.Tesla annual shareholder meeting video: https://www.youtube.com/watch?v=bZNL_8bUz6ASocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify h…
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Stephanie Moyerman’s background in cosmology and astrophysics — where she worked with large data sets, looking for a signal among what was mostly noise — prepared her well for a career in data science and ethics. Today, she is the data science director of well-being at Instagram, where she works to enhance trust, safety, and integrity for users of …
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