Podcasts by Dave Lee on Investing

Google's new ChatGPT competitor REVEALED (Ep. 725) from 2023-03-23T22:01:10

I just got an invite to try Google's Bard, a ChatGPT competitor. So, I put OpenAI's ChatGPT GPT-4 and Google's Bard to the test with the same prompts, and see who wins this challenge. 🐦 Twitter ...

Shhhh… The Tesla Van Is Coming (Ep. 719) from 2023-03-02T23:06:06

Is Tesla's next vehicle reveal the Tesla Van? Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Sp...

Moody’s doubles down, says Tesla is “not investment grade” (Ep. 632) from 2022-09-02T18:52:22

Moody's refuses to give Tesla investment-grade credit rating due to "qualitative" reasons. How does that even make sense? 🤷🏻‍♂️ Moody's email reply to Alexandra Merz: https://twitter.com/Tesla...

Tesla’s Shanghai Factory Shutdown 😫 (Ep. 580) from 2022-04-12T17:48:35

Tesla's Shanghai factory is shut down due to China's lockdown policy. When will it re-open, what impact will the shutdown have, TSLA, and more. https://www.scmp.com/business/article/3173944/coron...

Elon Musk speaks with Ukraine President Zelensky (Ep. 552) from 2022-03-06T04:40:22

Lots going on with Elon’s involvement with Ukraine over the past week so I wanted to bring it all together and share my take. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: ...

Tesla wins approval for Giga Berlin Factory! ? (Ep. 551) from 2022-03-04T18:30:12

Tesla is getting it done. I explore the latest news of what's going on at Tesla's Gigafactory at Berlin. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.app...

Reacting to Jim Cramer on Tesla vs Ford (Ep. 550) from 2022-03-03T17:27:40

Starting 2023 Ford will be reporting their ICE and EV divisions separately. I share my thoughts on Jim Cramer's reaction, Tesla, Elon Musk, and the future of autonomous driving. Social ? Twitter ...

Urgent Update on the Russia Ukraine Conflict Crisis (Ep. 549) from 2022-03-01T03:28:39

I take a look at what’s going on and some of the implications of the Russia-Ukraine war. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast...

Why stocks (sometimes) bottom at the start of war (Ep. 548) from 2022-02-25T23:24:30

Russia invades Ukraine. Stocks crash and then sharply recover. I share some of my thoughts. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/po...

Reaction to CNBC video on Elon Musk vs President Biden (Ep. 547) from 2022-02-23T19:48

I share my thoughts on a recent CNBC video segment exploring the tensions between Elon Musk and the Biden administration. CNBC video: https://www.youtube.com/watch?v=imQl2-zDY0c Social ? Twitter ...

Stocks Down, Volatility Up | The LONG-TERM View (Ep. 546) from 2022-02-23T14:15:01

Lots of stocks are down in recent weeks (including growth, TSLA and more). I share some insights into how I process marketing timing, momentum trading, sentiment, ups and downs, generational compa...

Cruise rolls out DRIVERLESS taxis in SF w/ VP Oliver Cameron (Ep. 543) from 2022-02-22T17:00:03

I'm joined by Oliver Cameron, VP of Product at Cruise, to discuss their rollout of driverless taxis in San Francisco, plans to expand service, future of autonomy and AI, and more. Oliver Cameron o...

The Truth about Tesla FSD - Signal vs Noise w/ James Douma #27 (Ep. 544) from 2022-02-21T02:59:50

I'm joined by James Douma as we discuss Tesla FSD Beta findings, CNBC video reaction, NHTSA, dealing with anti-signal. James Douma on Twitter, https://twitter.com/jamesdouma James Douma on AI play...

Confronting FUD - Tesla FSD Beta (Ep. 543) from 2022-02-20T04:33:23

Exposing various arguments used to discredit Tesla's FSD beta program. CNBC’s video, Tesla FSD Beta - Experimenting on Public Roads: https://www.youtube.com/watch?v=D_SPymCay18 Social ? Twitter h...

Going all-in on Tesla Stock vs Diversification (Ep. 542) from 2022-02-16T15:47:56

My thoughts on concentration vs diversification, safe vs risky assets, and various approaches for different situations. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https:...

Reacting to CNBC’s “Tesla FSD Beta - Experimenting on Public Roads” (Ep. 542) from 2022-02-15T22:50:55

I share my thoughts on CNBC’s critical 21 minute video on Tesla’s FSD Beta program. Jump to 45:22 for my conclusion. CNBC’s video, Tesla FSD Beta - Experimenting on Public Roads: https://www.yout...

Ford and GM’s dirty little secret (Ep. 541) from 2022-02-15T15:15:01

Elon Musk exposes Ford and GM’s secret business model that’s meant to crush any newcomers to the auto industry. Tesla success was a miracle. Social ? Twitter https://mobile.twitter.com/heydave7 ?...

Ford and GM’s secret business model (Ep. 541) from 2022-02-15T15:15:01

Elon Musk exposes Ford and GM’s secret business model that’s meant to crush any newcomers to the auto industry. Tesla success was a miracle. Social ? Twitter https://mobile.twitter.com/heydave7 ?...

Tesla won the SuperBowl (Ep. 540) from 2022-02-14T17:54:08

I share my thoughts on BWM, GM, Kia, Polestar Super Bowls ads and their impact on Tesla. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast...

Escaping the Rat Race (Ep. 539) from 2022-02-13T18:47:34

I shares my thoughts on the vision and reason to invest, what they don't teach you in school about investing, and the mind-boggling power of assets to work and grow on your behalf. Social ? Twitte...

Tesla has just killed the traditional pickup truck - Cybertruck will be HUGE (Ep. 538) from 2022-02-13T01:26:16

Long live the Tesla Cybertruck. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 ??Spotify https://ope...

Starship update by Elon Musk summarized in 5 minutes (Ep. 537) from 2022-02-11T04:35:50

Starship update presentation by Elon Musk at @SpaceX : https://www.youtube.com/watch?v=3N7L8Xhkzqo Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com...

Tesla’s chief designer shares new update (Ep. 536) from 2022-02-10T23:48:32

Franz Von Holzhausen on Spike’s Car Radio podcast (Feb 9, 2022). - Tesla design approach - Cybertruck - Yoke - Working with Elon Musk - Model 3 moment - Betting on Tesla Podcast link: https://po...

When Tesla fans get disillusioned (Ep. 535) from 2022-02-10T17:09:47

Sometimes people underestimate what Tesla is doing right and how over time they can and will fix all mission critical problems. It’s just that the pace and timing of those fixes might not be as qu...

How to GET RICH the sweaty way w/ Nick Huber (Ep. 534) from 2022-02-09T19:23:54

I'm joined by Nick Huber (@Sweaty Startup ), a self-storage business owner/operator and promoter of starting small unsexy businesses, to discuss how to start a business and make $1000 in the first...

What Tesla cynics are missing about Tesla (Ep. 533) from 2022-02-08T19:36:53

Embracing complexity through innovation. People are misunderstanding Tesla like they misunderstood the first iPhone. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://...

Tesla’s capital efficiency is mind-blowing! (Ep. 532) from 2022-02-07T19:10:41

Tesla’s 10-K annual report - TSLA Stock, https://www.sec.gov/Archives/edgar/data/1318605/000095017022000796/tsla-20211231.htm Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: ...

Can Tesla sell 20 MILLION cars in 2030? w/ Emmet Peppers (Ep. 531) from 2022-02-07T14:15:01

I’m joined by Emmet Peppers as we discuss TSLA earnings, FSD, Tesla humanoid robot, 2030 car production, Tesla stock price action, possible recession, Boring Company, and more Emmet Peppers on Twi...

Is a Tesla App Store Coming Soon? (Ep. 560) from 2022-02-06T21:39:04

Tesla app store coming soon? - TSLA, Elon Musk Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 ??Spot...

Tesla FSD, Dojo, Humanoid Robots, Future of AI w/ Yannic Kilcher (Ep. 529) from 2022-02-06T17:15:59

I’m joined by @Yannic Kilcher , who runs a popular machine learning/AI YouTube channel, to discuss Tesla’s FSD approach, Lidar, AI humanoid robot, Tesla Dojo, and latest advances in artificial inte...

The BIGGEST change Tesla is going through right now (Ep. 528) from 2022-02-05T22:35:29

It starts with an F and ends with a D. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 ??Spotify http...

Amazon stock JUMPS - What’s going on? (Ep. 527) from 2022-02-04T23:42:20

Amazon (AMZN) reported Q4 earnings yesterday and their stock is up big today. In this video dive into what’s going on. Also, long-term what if Tesla (TSLA) takes the lead in autonomous transport...

Facebook Stock Plummets 25% in ONE DAY - Lessons for TSLA, AAPL, GOOG (Ep. 527) from 2022-02-03T19:24:27

What can we learn from Facebook stocks big market drop? Lessons for TSLA, GOOG, AAPL, growth stocks, and investing. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://p...

Tesla Bot NOT good for Tesla Stock? (Ep. 526) from 2022-02-02T20:51:15

What do you think the impact of the Tesla humanoid robot will be on TSLA stock price in the next few years? Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.a...

The MOST important investing megatrend according to Ark Invest (Ep. 525) from 2022-02-02T00:01:34

The biggest investment opportunity of the next decade? I discuss ARK Invest’s recent Twitter spaces “ARK insights: More than twice Moore; AI cost declines w Frank & Will”. Twitter spaces replay l...

Could Tesla become the stock of all time? (Ep. 524) from 2022-02-01T19:11:27

TSLA, AAPL, AMZN, GOOG - the battle of all-time great stocks. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id14...

Why Tesla could be the GREATEST stock of all time (Ep. 524) from 2022-02-01T19:11:27

TSLA, AAPL, AMZN, GOOG - the battle of all-time great stocks. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id14...

How much I made on YouTube in 2021 (Ep. 523) from 2022-01-31T22:43:05

I share the details of how much I made across YouTube, Twitter and social media channels. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcas...

Elon Musk latest update on Tesla humanoid robot (Ep. 522) from 2022-01-31T00:35:40

Elon Musk making it clear, “I’m driving this program personally, as is the case for almost all new programs”. How does he do it? Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podca...

Investing in Elon Musk’s next Trillion Dollar Startup (Ep. 521) from 2022-01-30T17:17:58

Elon Musk starting a new startup inside Tesla? Some will love it, some will hate it. I share my take. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple...

Elon Musk gives new clues to Tesla’s future (Ep. 520) from 2022-01-30T04:13:27

We’ve got a couple of interesting responses by Elon Musk on Twitter regarding artificial intelligence and they are clues to Tesla’s future. Social ? Twitter https://mobile.twitter.com/heydave7 ? ...

Why Tesla is the MOTHER of all tech companies (Ep. 519) from 2022-01-29T22:29:26

Tesla's three S-curves, the key to understanding Tesla's future. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/i...

Tesla's THREE S-Curves worth TRILLIONS? (Ep. 519) from 2022-01-29T22:29:26

Tesla's three S-curves, the key to understanding Tesla's future. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/i...

Wall Street HATES the Tesla Bot (Ep. 518) from 2022-01-29T16:49:01

Is the Tesla Bot good or bad for TSLA stock price? S-Curve article: https://innospective.net/why-s-curves-are-probably-the-most-important-concept-in-entrepreneurship/ Social ? Twitter https://mob...

Tesla to $20 Trillion? (Ep. 517) from 2022-01-29T04:28:58

Elon Musk has been liking some very interesting tweets that give us some clues as to his thinking and views for Tesla’s future - Tesla FSD, Robotaxi, Optimus humanoid robot, AGI, and more. https:/...

The Emergence of Tesla AI - FSD, Optimus, Dojo w/ James Douma #26 (Ep. 516) from 2022-01-29T00:10:07

I'm joined by James Douma as we discuss TSLA Q4 earnings, Tesla stock price reaction, FSD, Optimus, Tesla competition, demand, FSD licensing and more. Note: sorry for the alert sounds in the backg...

The Emergence of Tesla AI - FSD, Optimus, Dojo w/ James Douma #25 (Ep. 516) from 2022-01-29T00:10:07

I'm joined by James Douma as we discuss TSLA Q4 earnings, Tesla stock price reaction, FSD, Optimus, Tesla competition, demand, FSD licensing and more. Note: sorry for the alert sounds in the backg...

Is this Elon Musk’s new secret plan? (Ep. 515) from 2022-01-28T03:43:54

Why focus on the Tesla Optimus humanoid robot when Tesla is still just getting started with EVs, FSD, Robotaxi and more? Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https...

Why Tesla Stock DROPPED after Q4 Earnings w/ Gary Black (Ep. 514) from 2022-01-27T21:07:17

I’m joined by Gary Black, Managing Partner of The Future Fund, as we discuss TSLA earnings, TSLA stock price, Optimus robot, $25k model, FSD, macro uncertainty, risks and catalysts. Gary Black on ...

What to make of Tesla's Q4 record earnings w/ Rob Maurer (Ep. 513) from 2022-01-27T02:31:17

I’m joined by Rob Maurer from @Tesla Daily as we discuss Tesla’s recent Q4 earnings, TSLA stock, risks and opportunities going forward. Rob Maurer on Twitter: https://twitter.com/TeslaPodcast/ Te...

Tesla is going through a MASSIVE CHANGE - Q4 Financials + OPTIMUS (Ep. 512) from 2022-01-27T01:17:14

I discuss TSLA’s Q4 financials and the potential they have for FSD, Robotaxi and Tesla’s Optimus humanoid robot. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https://podca...

Elon Musk reveals BIG CHANGES to Tesla’s product roadmap (Ep. 511) from 2022-01-27T00:17:21

Tesla Optimus humanoid robot, $25,000 car, FSD, 4680 cells, New Gigafactories, Dojo, Tesla Insurance, Tesla HVAC, Cybertruck. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: ...

LIVE reaction to Tesla's Q4 earnings release (Ep. 510) from 2022-01-26T21:38:26

Live reaction of Tesla’s Q4 2021 Shareholder Letter. Download TSLA shareholder letter, https://ir.tesla.com . #TSLA #Tesla #Stocks Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Po...

What Matters MOST for Tesla’s Q4 Earnings (Ep. 509) from 2022-01-26T00:25:11

Tesla reports Q4 2021 earnings on Wed, Jan 26, 2022. I dive into the numbers and share what I think is most important. Social ? Twitter https://mobile.twitter.com/heydave7 ? Apple Podcast: https:...

Confronting Meet Kevin on why he SOLD everything including TSLA (Ep. 508) from 2022-01-25T19:03:44

I’m joined by Kevin Paffrath from @Meet Kevin as we discuss his decision to sell his stock portfolio including $TSLA and what’s his strategy and buying back in. Previous 2/4/21 Meet Kevin interve...

Why stocks are dropping AGAIN? Bitcoin, TSLA w/ Justin Oh (Ep. 507) from 2022-01-24T18:56:48

I’m joined by Justin Oh of Cents Invest to discuss the macro market, correction, top stocks in his portfolio, stock picking vs index fund, crypto and more. Justin Oh on Twitter: https://twitter.co...

The most overlooked company in the world? Starlink, SpaceX, Tesla (Ep. 506) from 2022-01-23T20:10:54

I share my thoughts on Starlink version 2 and its significance. Leaked Starlink docs from Jan 2017 WSJ article: https://www.wsj.com/articles/exclusive-peek-at-spacex-data-shows-loss-in-2015-heavy-...

Why I keep holding TESLA STOCK even though the markets are getting roasted (Ep. 505) from 2022-01-23T17:55:16

I examine why Tesla’s 2022 and 2023 revenue, margins and profits will likely experience extreme growth. Quantitative + Qualitative approach to investing. My 2022 & 2023 estimates (note: they coul...

TSLA, Stocks, Bitcoin DROPPING HARD w/ Emmet Peppers (Ep. 504) from 2022-01-23T02:25:11

I’m joined by Emmet Peppers as we discuss the stock market, interest rates, growth stocks getting hit hard, Tesla Q4 earnings, TSLA perspective, Bitcoin, Ethereum, and more. Emmet Peppers on Twitt...

Stock market CRASH - Will multiples compress? (Ep. 503) from 2022-01-22T16:17:23

I examine various valuation metrics for big megacap tech companies like AMZN, AAPL, MSFT, GOOG and FB, and see what this might mean for the stock market. Social ? Twitter https://mobile.twitter.co...

Why the stock market is CRASHING - TSLA, PLTR w/ Tom Nash (Ep. 502) from 2022-01-21T14:00:10

I'm joined by Tom Nash ( @Tom Nash ) as we discuss the stock market, growth stocks, inflation, Fed, Palantir, Tesla, and Google. Interview recorded on Jan 20, 2022. Warning: explicit language thr...

Jared Isaacman on Making History with Inspiration4 and Shift4 (Ep. 501) from 2022-01-20T14:30:08

I’m joined by Jared Isaacman, commander of Inspiration4 mission (the first all-civilian crew to space) and CEO/founder of Shift4. We discuss SpaceX, Elon Musk, the future of space, Starlink, Shift...

The INCREDIBLE Tesla future (almost) nobody believes (Ep. 500) from 2022-01-19T19:06:31

Elon Musk is giving some really big hints on Tesla’s crazy future. And if you take some time to think through them, the implications are mind-boggling. Tesla Bot, AGI, Robotaxis, and more. Socia...

This guy attacks Tesla but gets roasted by CNBC (Ep. 499) from 2022-01-19T00:38:05

Why can't legacy auto just focus on making products people love? Full CNBC interview with Dan O'Dowd, https://www.youtube.com/watch?v=oK0yAmkic6c Social 🐦 Twitter https://mobile.twitter.com/heyda...

Warning to those betting against Tesla & Elon Musk (Ep. 498) from 2022-01-18T21:02:43

Tesla TSLA has a very lucrative business model that’s being overlooked by most people. https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/ ...

Is this the new face of TSLAQ & Tesla FUD? (Ep. 497) from 2022-01-17T22:37:23

Guy pays for a full-page ad in the New York Times to ban Tesla’s full-self driving beta program, but will it backfire? https://twitter.com/RealDanODowd/status/1482624891308605440 #Tesla #TSLA #Inv...

This is about to get UGLY - Tesla vs competitors (Ep. 496) from 2022-01-16T16:39:17

Auto makers like GM, Ford, Audi, Hyundai, etc are spending more money on electric vehicle advertising to compete with Tesla but they’re digging their own graves. https://www.bloomberg.com/news/art...

Confronting an ex-Tesla Employee, TSLA stock price prediction w/ Farzad Mesbahi (Ep. 495) from 2022-01-14T14:45:02

I'm joined by former Tesla employee Farzad Mesbahi to discuss Tesla's competitive advantage, culture, innovation, TSLA stock price, Starlink, and more. Farzad Mesbahi on Twitter: https://twitter.c...

I can’t believe THIS happened! (Ep. 494) from 2022-01-12T22:03:46

My previous videos about Afghanistan: What I learned visiting Afghanistan, North Korea, Iraq & Iran (Ep. 410) - https://youtu.be/tMO1ELiK3s4 These three women are trying to save their families in A...

How Tesla plans to scale BATTERY production in 2022 w/ Jordan Giesige (Ep. 493) from 2022-01-12T18:41:43

I’m joined by Jordan Giesige of the Limiting Factor as we discuss Tesla’s ambitious plans to ramp 4680 cells at Austin and Berlin, possible range improvements to the Model Y, raw materials shortage...

2022 Stock Market Outlook: The Fed, TSLA & AAPL w/ Gene Munster (Ep. 492) from 2022-01-11T19:07:04

I’m joined by Gene Munster of Loup Ventures to discuss the Fed, interest rates, quantitative tightening, stock market, Jerome Powell, TSLA, FSD, Tesla 2022 expectations, Apple Car, risks and more. ...

Tesla’s MASSIVE opportunity from now UNTIL 2030 w/ Pierre Ferragu (Ep. 491) from 2022-01-10T18:41:44

I'm joined by New Street Research analyst, Pierre Ferragu, to discuss TSLA valuation, 2022 expectations, gross margins, Robotaxi, autonomous driving, competition, risks and more. Pierre Ferragu on...

Is Elon Musk making a mistake? (Ep. 490) from 2022-01-08T21:42:41

Tesla FSD prices are going up on January 17 (from $10,000 to $12,000) in the U.S. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave...

The Bull Case for Palantir Stock w/ Palantir Vision (Ep. 484) from 2022-01-08T15:00:08

I’m joined by Jackson from the YouTube channel Palantir Vision to discuss Palantir’s business model, products, strategy, valuation, risks and future. Palantir demo, https://www.palantir.com/double-...

When will Tesla become the most valuable company in the world? w/ Emmet Peppers (Ep. 487) from 2022-01-06T14:25:53

I'm joined by Emmet Peppers as we discuss TSLA stock price vs Tesla business, stock market, Fed, 2022 TSLA earnings, competition, plans for 2022. Emmet Peppers on Twitter: https://twitter.com/emme...

Why I'm Bullish on Tesla Stock in 2022 w/ Dan Ives (Ep. 486) from 2022-01-05T14:15:01

I'm joined by Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, to talk about TSLA Q4 deliveries, Tesla earnings, TSLA stock price, valuation, risks, Ford, GM, A...

Why Tesla will have a MONSTROUS 2022 w/ Matt Smith (Ep. 486) from 2022-01-04T17:50:49

I'm joined by Matt Smith, managing partner at Good Soil Management, to discuss TSLA's Q4 deliveries, Tesla Q4 earnings, 2022 expectations, stock price range, stock split, and more. Matt Smith on T...

Here’s why TSLA stock is EXPLODING (Ep. 485) from 2022-01-03T19:24:13

Check out the livestream I did on Jan 2 where I detail the numbers behind how Q4 deliveries impacts Q4 earnings, https://youtu.be/u6vWJR53Yco Social 🐦 Twitter https://mobile.twitter.com/heydave7 ...

Tesla’s Blowout Deliveries + TSLA Q4 Earnings Preview! w/ James Stephenson (Ep. 484) from 2022-01-03T00:43:10

Tesla’s surprise Q4 delivery blowout, impact on Q4 earnings, 2022-2023 earnings projections, TSLA stock price expectations, Stock Split, Risks. James Stephenson on Twitter: https://twitter.com/ICa...

Tesla’s SHOCKING announcement (Ep. 483) from 2022-01-02T19:23:59

Tesla announced Q4 deliveries of 308,600 vehicles and production of 305,840 vehicles… blowing out all expectations. Afghanistan food relief project, https://www.gofundme.com/f/food-relief-project-...

What to Expect from Tesla FSD in 2022 w/ James Douma #24 (Ep. 482) from 2022-01-01T14:00:19

I offered for all of us to chip in to pay for James Douma’s new MacBook Pro, but he’d rather people give to the Afghanistan food relief project, https://www.gofundme.com/f/food-relief-project-by-da...

Top Stock Picks for 2022 + Tesla Outlook w/ Ross Gerber (Ep. 481) from 2021-12-31T19:17:20

Recession risk in 2022, Elon Musk, Fed, Interest Rates, Inflation, TSLA, Tesla, NVDA, MSFT, LIT, AAPL, LEN, HD, RBLX, COIN, SQ, PLTR, NIO, XPEV, Polestar, CATL, FLGT, MRNA, Bitcoin, crypto and more...

What to Expect from Tesla in 2022 w/ Sawyer Merritt (Ep. 480) from 2021-12-30T20:17:42

TSLA 2022, Elon Musk stock sale, Austin and Berlin Gigafactory ramp, 4680 cells, EV tax credit, FSD, Cybertruck, X holding company, and more. Afghanistan food relief project closes Dec 31 midnight...

Elon Musk is finished (Ep. 479) from 2021-12-29T03:14:47

Big news, Elon Musk is done selling Tesla TSLA stock. https://twitter.com/heydave7/status/1476010328035049477 Afghanistan food relief project (campaign closes Dec 31): https://www.gofundme.com/f/f...

What Elon Musk Just Said (Ep. 478) from 2021-12-28T22:05:58

Elon Musk gives update on Tesla FSD Level 4 timeline, Tesla bot timeline, Auto-labeling, advice to young people, and more. Elon Musk interview on Lex Fridman podcast, https://www.youtube.com/watch...

What Billionaire Roger Ver Is Most Excited About RIGHT NOW (Ep. 477) from 2021-12-24T17:53:35

I talk with Roger Ver, who earned the nickname “Bitcoin Jesus” for his early and passionate promoting of Bitcoin. He was an early investor in 1st generation crypto projects like Ripple, Bitpay, Kr...

What to Expect from Tesla (TSLA) in 2022 w/ Emmet Peppers (Ep. 476) from 2021-12-23T16:48:45

TSLA price range in 2022, Q4 expectations, Macro, Tesla Berlin, Tesla Bot, Web3, Risks. (Recorded evening of 12/22/21) Afghanistan food relief project: https://www.gofundme.com/f/food-relief-proje...

TSLA Pops, Elon Musk Almost Done, Tesla Berlin Update (Ep. 475) from 2021-12-22T23:21:32

Afghanistan food relief project: https://www.gofundme.com/f/food-relief-project-by-dave-lee Babylon Bee interview with Elon Musk: https://www.youtube.com/watch?v=jvGnw1sHh9M Social 🐦 Twitter htt...

Is Elon Musk Done Selling TSLA? (Ep. 474) from 2021-12-21T21:40:44

I share reasons why I think Elon Musk is done selling Tesla stock for the year. Afghanistan food relief project: https://www.gofundme.com/f/food-relief-project-by-dave-lee 2nd project to help Afg...

I'm launching an Afghanistan food relief project... (Ep. 473) from 2021-12-20T21:08:55

I'm launching an Afghanistan food relief project... (Ep. 473) Check out the GoFundMe page with more details: https://www.gofundme.com/f/food-relief-project-by-dave-lee Here's the 2nd project I'm ...

The biggest crisis in the world right now? (Ep. 473) from 2021-12-20T21:08:55

I'm launching an Afghanistan food relief project... (Ep. 473) Check out the GoFundMe page with more details: https://www.gofundme.com/f/food-relief-project-by-dave-lee 2nd project to help Afghan ...

Manchin Drops a Bombshell, EV Tax Credit Is Dead (Ep. 472) from 2021-12-19T19:04:42

Senator Manchin kills President Biden's Build Back Better bill. I discuss some key takeaways for the Biden Administration, EV tax credits, and Tesla. Social 🐦 Twitter https://mobile.twitter.com/...

Elon Musk Fights Back (Ep. 471) from 2021-12-18T23:19:01

I discuss what’s going on with the spat between Elon Musk and Warren Buffet, Warren’s recent Facebook ads, and why all this matters. Tweets discussed: https://twitter.com/SenWarren/status/14704158...

Elon Musk interview with Financial Times - Highlights (Ep. 470) from 2021-12-16T18:46:53

I discuss the following highlights from Elon Musk’s interview with Financial Times (https://www.ft.com/content/a7f75d25-d710-4aaa-9f57-49e24d67744d) for their Person of the Year award. 1. “For a l...

What the Fed Just Said… Inflation, QE, Interest Rates?!? (Ep. 469) from 2021-12-15T21:24:47

I discuss Jerome Powell and his recent FOMC press conference about the Fed’s update on inflation, interest rates, employment and monetary policy. FOMC Press release: https://www.federalreserve.gov...

Is Bitcoin the Answer to Inflation and an Abundant Future? w/ Jeff Booth (Ep. 468) from 2021-12-15T02:23:37

I’m joined by Jeff Booth, author of the Price of Tomorrow and founder of BuildDirect, to discuss inflation, deflation, the Fed, Bitcoin, Ethereum, crypto and more. Jeff Booth on Twitter: https://t...

Unpacking Gordon Johnson’s Tesla Bear Case (Ep. 467) from 2021-12-11T21:47:23

I discuss the 12 main points Gordon Johnson makes in his Tesla TSLA bear case on CNBC. Full interview link, https://www.youtube.com/watch?v=Y7dBDZKqKoA Main Points by Gordon Johnson: 1. Tesla ran...

Latest on the EV Tax Credit - BIG changes ahead! (Ep. 466) from 2021-12-09T23:23:42

I discuss the fast-evolving situation of the EV tax credit and it’s chances of being passed in the Senate. Also I cover a new update regarding Berlin and Austin Gigafactories starting produciton. ...

New $1580 Tesla Stock Price Target, Elon Musk Urges Caution (Ep. 465) from 2021-12-08T23:17:25

I discuss a new TSLA price target by Pierre Ferragu of New Street Research and also Elon Musk’s thoughts on the Build Back Better bill and EV tax credit. Article referenced: https://seekingalpha.c...

NY Times Slams Elon Musk & Tesla (Ep. 464) from 2021-12-07T20:14:40

I discuss the latest accusations against Elon Musk and Tesla, Autopilot, FSD, safety and more. NY Times article, https://www.nytimes.com/2021/12/06/technology/tesla-autopilot-elon-musk.html Socia...

Elon Musk Gives Cybertruck, Tesla Bot, Neuralink and Starship Updates at WSJ CEO Summit (Ep. 463) from 2021-12-07T04:30:03

I discuss Elon Musk’s recent interview with the Wall Street Journal at their CEO Council Summit. https://www.youtube.com/watch?v=lSD_vpfikbE 1. Elon doing interview from office space at Gigafacto...

What’s Next for TSLA and the Stock Market? w/ Emmet Peppers (Ep. 462) from 2021-12-06T05:42:49

I’m joined by Emmet Peppers as we discuss volatility in the stock market, the Fed tapering, inflation, Bitcoin and crypto, Tesla, 12/9, Zoom, LMND, RocketLab, Roblox, Twitter, and more. Emmet Pepp...

Jerome Powell Changes Course - What it means for stocks, TSLA (Ep. 461) from 2021-12-05T23:01:43

I discuss Jerome Powell and the Fed’s changing thoughts on inflation, QE, bond purchase, interest rates and the reaction of the stock market, especially growth stocks like DOCU, PTON, TDOC, ZM, SHO...

Elon Musk explains SpaceX disaster in leaked email (Ep. 460) from 2021-11-30T20:50:19

I discuss the SpaceX raptor engine crisis, Starlink version 2, and the challenges ahead.

Articles referenced:
https://spaceexplored.com/2021/11/29/spacex-raptor-crisis/

Social...

Elon Musk Gives a Hint For Blowout Tesla Q4 (Ep. 459) from 2021-11-30T00:50

I discuss why I think Elon Musk is distancing himself from Tesla's quarterly earnings.

Tweets discussed:
https://twitter.com/elonmusk/status/1465389196613455877
https://twitter.com...

Elon Musk Tells Tesla Employees to End the Madness (Ep. 458) from 2021-11-27T20:58:02

I discuss Elon Musk’s recent email to Tesla employees about reducing the size of the end-of-quarter delivery wave and to prioritize the most efficient action.

https://driveteslacanada.ca/n...

Cathie Wood says these stocks will quadruple (Ep. 457) from 2021-11-24T22:42:20

I share some thoughts from Cathie Wood’s recent interview on CNBC where she says she believes her funds will do a 4x in 5 years.
https://www.cnbc.com/2021/11/24/cathie-wood-says-her-funds-shoul...

The Looming Stock Market Correction? w/ Puru Saxena (Ep. 456) from 2021-11-23T15:00:01

I'm joined by retired money money Puru Saxena as we discuss his thoughts on a possible market correction, the role of the Fed's QE tapering, and various approaches to hedging.

Puru Saxena ...

Why the Fed can’t stop inflation (Ep. 453) from 2021-11-22T20:37:19

I share my thoughts on inflation, Jerome Powell, and the Fed.

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Why Tesla AI is STILL Underrated w/ John Gibbs (Ep. 352) from 2021-11-19T21:12:21

I’m joined by John Gibbs, aka Dr. Know-it-all, as we discuss Tesla AI, FSD, Robotaxi, Dojo, AI Day, Tesla Bot, AGI, and the future of AI.

Dr. Know-it-all on Twitter: https://twitter.com/Dr...

Everything you need to know about the rumored Apple Car (Ep. 451) from 2021-11-18T20:11:40

Latest on Apple Car, Project Titan, Apple poaching Tesla employees, Autonomous Driving, Tim Cook, and Elon Musk.

https://www.bloomberg.com/news/articles/2021-11-18/apple-accelerates-work-o...

Morgan Stanley’s Top Stock Picks for the $8 Trillion Metaverse Opportunity (Ep. 450) from 2021-11-18T16:19:04

I talk about Morgan Stanley’s top stock picks for the Metaverse, which they deem a $8 trillion opportunity. Facebook/Meta, Unity, Snap, Roblox, Google, Nvidia, and more. I also dive into Web3 vs ...

This is bigger than Elon Musk’s tax problem (Ep. 349) from 2021-11-17T01:06:24

I discuss Elon taxes, Tesla, inflation, Fed, growing inequality, and what needs to be done.

Tweet thread, https://twitter.com/heydave7/status/1460675577527025669

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Why Elon Musk is paying more than his fair share of taxes (Ep. 448) from 2021-11-14T23:32:58

Here’s a breakdown of the taxes Elon Musk will be paying in the coming year and why Bernie Sanders, Robert Reich, and Ron Wyden are mistaken to scapegoat Elon as not paying his fair share.

Listen

The Ethereum Bull Case w/ Ryan & David from Bankless (Ep. 447) from 2021-11-12T00:19:06

I’m joined by Ryan Sean Adams and David Hoffman from Bankless as we dive into the bull case for Ethereum (ETH), crypto, Bitcoin, and other topics such as Solana, Cardano, Polkadot, Axie Infinity, L...

Bitcoin & Tesla - Making Money Through Disruption (Ep. 445) from 2021-11-09T20:58:12

I’m joined by James from @InvestAnswers as we discuss investing in innovation, Tesla, Google, Bitcoin, timing the market, and seeing exponential gains.

InvestAnswers Youtube channel: http...

Why Elon Musk Is Selling TSLA w/ Emmet Peppers (Ep. 444) from 2021-11-08T05:49:11

I'm joined by Emmet Peppers as we discuss Elon Musk's latest Twitter poll about selling 10% of his TSLA Tesla stock holdings.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers? Listen

Elon Musk Proposes to Sell 10% of His TSLA Shares (Ep. 443) from 2021-11-06T21:58:36

I discuss Elon Musk's latest tweet proposal to see 10% of his TSLA shares.

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Why Bitcoin & Ethereum Are Going Higher w/ InvestAnswers (Ep. 442) from 2021-11-04T14:15

I'm joined by James from @InvestAnswers as we discuss the future of Bitcoin, Ethereum, Solana, Dogecoin, Shiba Inu, Cardano, Axie Infinity, and more.

InvestAnswers Youtube channel: https:...

Why Bitcoin & Ethereum Have a Bright Future w/ InvestAnswers (Ep. 442) from 2021-11-04T14:15

I'm joined by James from @InvestAnswers as we discuss the future of Bitcoin, Ethereum, Solana, Dogecoin, Shiba Inu, Cardano, Axie Infinity, and more.

InvestAnswers Youtube channel: https:...

I Gave Away 5000 TSLA Shares… Kind Of (Ep. 441) from 2021-11-02T20:40:46

I share a story of the time I gave away 50 TSLA options contracts ($16 strike Sept 21 2013 calls) so they can be exercised to buy 5000 TSLA shares.

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Tesla Stock Breaks $1100 - What’s Next? (Ep. 439) from 2021-10-31T20:30:13

I share my thoughts on Tesla TSLA breaking $1100.

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Tesla Stock Breaks $1100 - What’s Next? (Ep. 440) from 2021-10-31T20:30:13

I share my thoughts on Tesla TSLA breaking $1100.

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How I Built a Multi-Million Dollar Tesla Stock Position w/ Bryan Werlemann (Ep. 439) from 2021-10-30T16:00:18

I’m joined by Bryan Werlemann who has amassed a large position of over 45,000 TSLA shares over the years by buying with conviction and not selling. We discuss his thoughts on Tesla, Elon Musk, inv...

Tesla Dojo Whitepaper Explained w/ James Douma #23 (Ep. 437) from 2021-10-28T19:17:23

Today I’m joined by James Douma to discuss the new Tesla DOJO white paper released by Tesla and why it’s important.

Tesla Dojo Whitepaper, https://tesla-cdn.thron.com/static/SBY4B9_tesla-d...

What’s Next for Tesla Stock? Understanding a Gamma Squeeze w/ Brent Kobucha (Ep. 437) from 2021-10-27T17:43:49

Today I’m joined by Brent Kobucha from SpotGamma as we discuss the latest in Tesla TSLA stock price action, what’s a gamma squeeze, and activity in the options market.

https://www.bloomber...

Tesla Stock Breaks $1000 w/ Emmet Peppers (Ep. 436) from 2021-10-26T03:53:50

TSLA all-time highs, Morgan Stanley upgrade, Hertz 100,000 Model 3 order, test drives, Robotaxi, and more.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers?
Emmet Peppers Int...

Leo Koguan: Meet the 3rd Largest Individual TSLA Shareholder (Ep. 433) from 2021-10-24T15:00:15

Today I’m joined by Professor Leo Koguan, founder and chairman of the board of SHI International, a multi-billion dollar corporation based in the U.S. He is the 3rd largest individual Tesla share...

Tesla Stock Hits All-Time Highs! w/ Rob Maurer (Ep. 434) from 2021-10-22T17:49:57

I’m joined by Rob Maurer from @Tesla Daily as we discuss Tesla’s recent Q3 earnings, TSLA stock, risks and opportunities going forward.

Rob Maurer on Twitter: https://twitter.com/TeslaPodc...

Tesla Earnings + Analysis w/ Gary Black (Ep. 433) from 2021-10-22T00:16:06

I’m joined by Gary Black, Managing Partner of The Future Fund, as we dive into Tesla’s latest earnings, 4680 cells, Elon Musk, NHTSA, and possible EV tax credit. Gary’s The Future Fund holds TSLA ...

Tesla Q3 Conference Call Highlights (Ep. 432) from 2021-10-20T23:21:06

I share my top 10 takeaways from the Tesla Q3 2021 Earnings Conference Call.

TSLA Q3 earnings conference call: https://www.youtube.com/watch?v=2Hltnio7vhI
Tesla Q3 Shareholder letter, ...

Tesla Q3 Shareholder Letter - LIVE Reveal (Ep. 431) from 2021-10-20T20:42:09

Live reaction of Tesla’s Q3 2021 Shareholder Letter. Download TSLA shareholder letter, https://ir.tesla.com .

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TSLA Forecast, Q3 Earnings, Elon Musk Tax Bill, $RKLB w/Emmet Peppers (Ep. 430) from 2021-10-18T16:48:17

Today I’m joined by Emmet Peppers as we discuss the recent rise in Tesla stock price, TSLA Q3 earnings this week, EV tax credit, Elon Musk stock options, Rocket Lab and more. Recorded Oct 17, 2021...

EV Tax Credit Update - The Battle Is On (Ep. 429) from 2021-10-15T13:57:04

I discuss the latest developments with the US. EV tax credit and how it might impact Tesla, GM, Ford, Toyota, another auto manufacturers.
1. https://www.reuters.com/business/autos-transportatio...

Elon Musk’s $10 Billion Tax Bill w/ Bradford Ferguson (Ep. 428) from 2021-10-14T20:30:19

I’m joined by Bradford Ferguson to discuss Elon Musk’s soon-to-expire stock options from his 2012 CEO compensation plan.

Bradford Ferguson on Twitter: https://twitter.com/bradsferguson Listen

Tesla Stock Breaks $800 (Ep. 427) from 2021-10-12T22:19:34

Real-time thoughts on TSLA stock. Not financial advice.

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Elon Musk gives bullish update at Giga Berlin (Ep. 256) from 2021-10-09T23:16:31

I share highlights and my takeaways from Elon Musk's Giga Berlin appearance.

Watch full Elon Musk presentation and Q&A from Giga Berlin, https://youtu.be/OW6Te339PHc?t=872

Thumbna...

What Elon Musk said - TSLA Shareholder Meeting (Ep. 425) from 2021-10-07T23:35:10

I share highlights and my thoughts on Tesla’s 2021 annual shareholder meeting, https://www.youtube.com/watch?v=bH51-loeLgM.

1. Tesla is on a roll
2. Free cash flow will continue to be ...

Tesla 2021 Shareholder Meeting Preview (Ep. 424) from 2021-10-06T22:58:03

Tesla is holding their annual shareholder meeting tomorrow Thurs Oct 7th 4:30pm CT and it will be live-streamed, https://www.tesla.com/2021shareholdermeeting .

I go over what to expect and...

Tesla Q3 Record, Lucid, EV Tax Credit w/ Emmet Peppers (Ep. 423) from 2021-10-04T04:33:54

I'm joined by Emmet Peppers as we talk about Tesla's record Q3 deliveries, TSLA stock, Biden reconciliation bill, EV tax credit, Tesla's move to Austin HQ, FSD Beta, Lucid and Rivian.

Emme...

Why Tesla’s Q3 Delivery Numbers Are More Significant Than You Think (Ep. 422) from 2021-10-03T00:06:57

Tesla just announced their Q3 2021 delivery numbers. 241,300 deliveries, 237,823 vehicles produced. I dive into the details and why this delivery beat is so significant.
https://ir.tesla.com/...

Visiting Starbase (Ep. 421) from 2021-10-01T14:30:08

Up and close at SpaceX's base at Boca Chica Village, TX, and viewing Starship SN 21.

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My Outlook for Tesla Has Radically Changed (Ep. 420) from 2021-09-20T01:14:46

I discuss the 4 MEGA option calls for Tesla's long-term future.

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Dojo: Tesla’s Massive Supercomputer Explained with James Douma #22 (Ep. 419) from 2021-09-17T14:45:01

I’m joined by James Douma as we discuss Tesla Dojo (training supercomputer), why its important, fundamental architecture, and its future implications on autonomous driving, Dojo as a service, Elon ...

How Tesla is getting screwed (Ep. 418) from 2021-09-12T02:48:29

Possible U.S. EV Rebate Details:
1. Starts after December 31, 2021
2. MSRP can’t exceed $55k for sedans, $64k for vans, $69k for SUVs, and $74k for pickup trucks.
3. Must have battery n...

Leaked Elon Musk Email: Tesla Stock to $3000 IF this happens (Ep. 417) from 2021-09-05T21:51:24

I share two simple valuation models to explain how Tesla TSLA stock could reach $3000 in 2025 if, in Elon Musk’s words, they execute really well.

Check out my other videos on Ark Invest’s ...

SpaceX Starship, Starlink, Musk vs Bezos w/ Marcus House (Ep. 416) from 2021-09-03T14:30:10

I'm joined by YouTuber Marcus House to discuss the latest SpaceX developments, Mars timeline, the potential of Starlink, and possible SpaceX competition from Blue Origin, Rocket Lab, Relativity Spa...

Tesla AI Day Unpacked w/ ARK Analysts Will Summerlin & Frank Downing (Ep. 415) from 2021-09-01T21:43:22

I'm joined by ARK Invest Analysts Will Summerlin (AI, SaaS) and Frank Downing (Crypto, Cloud Computing) to discuss Tesla's AI Day, Dojo supercomputer, Tesla Bot, and other implications for Tesla, T...

How I coordinated an escape for 38 people out of Afghanistan w/ Somaya Ahmadi (Ep. 414) from 2021-08-29T01:13:29

This past week I worked with Somaya to coordinate a land border escape out of Afghanistan for her single mom and two teenage sisters, as well for 35 others.

Somaya Ahmadi is a Canadian Per...

Somaya Ahmadi: Rescuing My Family From Afghanistan (Ep. 414) from 2021-08-29T01:13:29

This past week I worked with Somaya to coordinate a land border escape out of Afghanistan for her single mom and two teenage sisters, as well for 35 others.

Somaya Ahmadi is a Canadian Per...

Afghanistan… this is crazy (Ep. 413) from 2021-08-22T01:44:18

I refuse to believe my actions don't make a difference. Rather, I believe in generational opportunities.

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Oh My! Here comes the Tesla Bot w/ James Douma #21 (Ep. 412) from 2021-08-21T01:17:59

I'm joined by James Douma as we discuss our post Tesla AI Day thoughts and reactions - Tesla's FSD, neural nets, DOJO, and humanoid robot. We also dive into Tesla's ambition, humanoid business mod...

Tesla AI Day 2021 (full event) from 2021-08-20T03:28:11

Livestream of Tesla AI Day, August 19, 2021. 5pm PT.

Subscribe to Dave Lee on Investing on Listen

These three women are trying to save their families in Afghanistan NOW (Ep. 411) from 2021-08-19T23:24:18

I talk with three women living in Canada who are trying to help their families escape Afghanistan. Please note, this was recorded around noon PT on Aug 19, 2021 and since the situation is rapidly ...

What I learned visiting Afghanistan, North Korea, Iraq & Iran (Ep. 410) from 2021-08-17T21:45

Always trying to get beneath the surface of things.

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Tesla AI Day, PLTR, Crypto w/ Emmet Peppers (Ep. 409) from 2021-08-16T15:03:22

I'm joined by Emmet Peppers as we discuss investing: TSLA, AI Day, PLTR, LMND, PTON, RBLX, Axie Infinity, Ethereum, and more.

View Tips for First-time Parents, https://youtu.be/CZ7mRycb1iA...

EBITDA: Secret to investing in 10x companies EARLY like AMZN & TSLA (Ep. 407) from 2021-08-13T23:54:09

EBITDA stands for earnings before interest, taxes, depreciation, and amortization, and can be used as a measure of company’s financial performance (ie., alternative to net income). I discuss the p...

The EV tax credit will be HUGE - but when and how much? (Ep. 406) from 2021-08-12T00:12:36

FY2022 Budget Resolution Agreement Framework, https://www.democrats.senate.gov/imo/media/doc/MEMORANDUM%20for%20Democratic%20Senators%20-%20FY2022%20Budget%20Resolution.pdf

Big questions r...

Tesla Reveals Their Secret Sauce (Ep. 406) from 2021-08-11T00:00:47

Check out Tesla 2020 Impact Report here, https://www.tesla.com/ns_videos/2020-tesla-impact-report.pdf. Key page is 33.

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What's next for Starship, SpaceX & Starlink? w/ Eric Berger (Ep. 405) from 2021-08-09T20:24:48

I chat with Eric Berger (Senior Space Editor at Ars Technica) about SpaceX’s Starship plans for 2021, 2022, 2023, and beyond.

View episode 310, my previous interview with Eric Berger, http...

Tesla AI Day is a Game-Changer! (Ep. 404) from 2021-08-08T23:49:54

Why Tesla Dojo, neural nets, autonomous driving, real-world robots, Karpathy data engine, and Tesla AI Day is a big deal.

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Tesla & Elon Musk Canceled (Ep. 403) from 2021-08-06T02:36:02

President Biden held a press conference today about electric cars, invited GM, Ford and Stelantis CEOs, but left out Tesla and Elon Musk.

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Is Tesla making a robot AI? (Ep. 402) from 2021-08-04T20:50:25

I dive into the question is Tesla partnering with Dennis Hong, head of the RoMeLa Robotics & Mechanisms Lab at UCLA to show a robot demo at AI Day?

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Tesla FSD, AI Day, Comma w/ James Douma (Ep. 401) from 2021-08-03T22:15:34

I’m joined by James Douma to discuss the ongoing progress of Tesla FSD beta, Tesla AI Day, and the future of autonomous driving.

James Douma on Twitter, https://twitter.com/jamesdouma
...

Tesla FSD Update - Impressions on FSD Beta v9.1 (Ep. 400) from 2021-08-03T00:08:06

I’ve been trying out Tesla’s latest FSD beta v 9.1 for the past few days, and here’s my latest thoughts. Note: this isn’t an autonomous vehicle and requires human supervision.

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Tesla’s unique approach to solving for real world AI (Ep. 399) from 2021-08-02T00:56:35

Read Andrei Karpathy’s 2012 blog post titled, The state of Computer Vision and AI: we are really, really far away. http://karpathy.github.io/2012/10/22/state-of-computer-vision/

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George Hotz: Self-Driving Cars & the Future of AI (Ep. 398) from 2021-07-31T15:50:53

I’m joined by George Hotz, founder and President of Comma.ai. My co-interviewer is Emmet Peppers (https://twitter.com/emmetpeppers).

Comma.ai website, https://comma.ai
George Hotz on ...

David Gardner: How to Pick the Big Winners (Ep. 397) from 2021-07-29T15:00:07

David Gardner is the co-founder of the Motley Fool. We dive into his Rule Breaker Investing framework and how to pick the big winners in the stock market.

David Gardner on Twitter: https:...

Unpacking Tesla’s Q2 Earnings w/ Rob Maurer of Tesla Daily (Ep. 396) from 2021-07-27T18:59:11

Rob Maurer of Tesla Daily joins me as we take a dive into Tesla’s Q2 2021 earnings.

Rob Maurer on Twitter: https://twitter.com/TeslaPodcast/
Tesla Daily YouTube channel: https://www.yo...

How Tesla CRUSHED Q2 Earnings - Highlights (Ep. 395) from 2021-07-27T02:01:15

$TSLA Tesla reported Q2 2022 earnings and hosted quarterly conference call.
Revenue: $11.96B
Gross profit: $2.88B
Operating expenses: $1.57B
Operating income: $1.31B
GAAP net in...

Why Tesla’s profits will more than double in next 12-18 months (Ep. 394) from 2021-07-26T23:56:10

These projections are NOT investing advice. Just showing what could happen if Tesla sells double the vehicles they do now in 12-18 months and its potential impact on net profits.

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Tesla Earnings: Live Reaction to TSLA Q2 Shareholder Letter (Ep. 393) from 2021-07-26T20:55:11

Live reaction of Tesla’s Q2 2021 Shareholder Letter. Download TSLA shareholder letter, https://ir.tesla.com .

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Tesla’s Q2 Earnings Preview - Cheat Sheet (Ep. 392) from 2021-07-24T23:50:08

Tesla is reporting their Q2 2021 earnings on Monday July 26 and I share my estimates and the key areas I’m looking at. $TSLA.

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Chris Camillo: Going from $20k to $25 million (Ep. 391) from 2021-07-23T20:56:08

Chris Camillo of Dumb Money is a believer that the retail investor can have an advantage over Wall Street, and he’s developed his own investing and trading strategy which he calls social arbitrage ...

What Elon Musk, Jack Dorsey & Cathie Wood just said about Bitcoin (Ep. 390) from 2021-07-21T20:58:06

I share what I think are the most important highlights of a panel discussion between Elon Musk, Jack Dorsey and Cathie Wood about Bitcoin, crypto, Dogecoin and the future of money.

Full ...

What’s the Next Big Catalyst for Tesla Stock? w/ Emmet Peppers (Ep. 389) from 2021-07-21T14:15:01

This is part 3 or 3 in my chat with Emmet Peppers as we talk about TSLA catalyst, FSD wide release, growing revenue and profits, Austin, Berlin, 4680, VTOL jet, Bitcoin and more.

Emmet Pep...

Market Risks, Inflation, Starlink IPO w/ Emmet Peppers (Ep. 388) from 2021-07-20T15:15:02

This is part 2 or 3 in my conversation with Emmet Peppers about TSLA positions, macro risks, inflation, Starlink IPO, and Tesla Cybertruck risks.

Inflation podcast episode of Viktor Shvets...

Recalibrating Tesla FSD and Robotaxi Expectations w/ Emmet Peppers (Ep. 387) from 2021-07-19T14:15:06

I chat with Emmet Peppers about Tesla FSD beta 9, FSD monthly subscriptions, Robotaxi timeline expectation, Tesla safety, and various approaches to investing.

Emmet Peppers on Twitter: htt...

Tesla Announces FSD Subscriptions (Ep. 386) from 2021-07-17T22:59:13

Tesla just announced full-self-driving subscription packages, and in this video I’ll go over the details and also share my thoughts on how this fits into the bigger picture.

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Tesla FSD Beta v9 - Day Trip to Santa Barbara (Ep. 385) from 2021-07-13T16:16:03

I take a 3.5 hour trip from Lake Elsinore, CA to Santa Barbara, CA with pitstops for lunch and a Starbucks break. This is the entire trip with footage from freeway is sped up 200x.

Social...

Tesla FSD Beta v9 - First Thoughts (Ep. 384) from 2021-07-12T18:18:44

I share my first thoughts after using Tesla FSD beta version 9 for a few days.

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Elon Musk drops a bomb, FSD is coming (Ep. 383) from 2021-07-09T00:18:27

Tesla FSD v9 beta will be released this weekend to a limited set of beta testers. I share my thoughts on the implications.

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How Peter Lynch Became an Investing Legend (Ep. 382) from 2021-07-06T15:00:08

Peter Lynch was the the manager of the Magellan Fund at Fidelity Investments between 1977 and 1990. He averaged a 29.2% annual return, making it the best-performing mutual fund in the world. Duri...

What if you don’t have enough money to invest? - How to Get Rich #5 (Ep. 381) from 2021-07-05T22:06:23

What to do when you feel like you don’t have enough money to invest.

How to Get Rich playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9TcErnV0cDjuBhdKU18ecv4

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What Tesla’s Q2 Deliveries Teaches Us About Tesla’s Future (Ep. 379) from 2021-07-02T20:39:14

For Q2, 2nd quarter ending June 30th, Tesla produced produced 206,421 vehicles and delivered 201,250 vehicles. Of those vehicles they produced 2,340 Model S/X and delivered 1,890 of them.

Listen

Tesla’s Massive Supercomputer Exposed w/ James Douma #20 (Ep. 378) from 2021-07-02T14:00:23

This is #6 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

James Douma on Twitter,...

Why Is Auto-labeling the Holy Grail to Tesla FSD w/ James Douma #19 (Ep. 377) from 2021-07-01T14:00:09

This is #5 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

James Douma on Twitter,...

Why Tesla’s Fleet Advantage Will Unlock FSD w/ James Douma #18 (Ep. 376) from 2021-06-30T14:00

This is #4 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

James Douma on Twitter,...

Inside Tesla’s MASSIVE Data Collection Effort w/ James Douma #17 (Ep. 375) from 2021-06-29T14:00:01

This is #3 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

James Douma on Twitter,...

This Tesla Feature Is VASTLY Underrated w/ James Douma #16 (Ep. 374) from 2021-06-28T14:00:08

This is #2 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

James Douma on Twitter,...

The Truth Behind Why Tesla Removed Radar w/ James Douma #15 (Ep. 373) from 2021-06-27T14:00:23

This is #1 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .

James Douma on Twitter,...

How Tesla Is Becoming a Profit Machine w/ James Stephenson (Ep. 372) from 2021-06-25T14:00:30

I ask James Stephenson to go over his top 5 slides from his 69-tweet 2021 Q2 Tesla forecast thread, https://twitter.com/ICannot_Enough/status/1404122391027060736.

James Stephenson on Twitt...

How Bitcoin Will Bite Tesla's Q2 Earnings (Ep. 371) from 2021-06-23T14:00:23

I explain the math on why I think Tesla will likely book a significant impairment loss on their Bitcoin holdings for Q2 and what this means.

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Tesla’s Andrej Karpathy Reveals Major FSD Update (Ep. 370) from 2021-06-21T06:44:31

Andrej Karpathy (Tesla’s head of AI) shared a huge update on Tesla FSD at the CVPR virtual computer vision conference. I share my impressions and why this is important.

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Inflation, Stocks, Tesla FSD - Using Systems Thinking (Ep. 369) from 2021-06-20T21:18:38

I go live to discuss systems thinking (vs linear thinking) and how this can help us understanding inflation, stocks, and Tesla (and Tesla FSD) more clearly.

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Taking the TSLA Chill Pill, Next Catalyst, Taxes w/ Emmet Peppers (Ep. 368) from 2021-06-18T14:00:06

I chat with Emmet Peppers about our current thoughts on TSLA, 4680, new factories, Model Y, and capital gain tax changes.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers?
Em...

The Secret of Compound Growth - How to Get Rich #4 (Ep. 263) from 2021-06-17T14:00:31

Combine these three concepts of compounding to grow wealth:
1. Resources can grow on their own
2. Resources can grow faster the more you have
3. The faster the growth rate, the exponent...

Tesla Model S Plaid First Look w/ Emmet Peppers (Ep. 366) from 2021-06-16T14:00:01

I call up Emmet Peppers who just took delivery on his new Model S Plaid at last week’s delivery event and get his thoughts on his new car and what’s he’s learned.

Emmet Peppers on Twitter...

Few Understand This About Tesla (Ep. 365) from 2021-06-15T19:41:29

Why I think autonomous driving is a winner-takes-most market, and why this is important.

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What Tesla Should Be Doing Differently (Ep. 364) from 2021-06-14T05:23:55

This is an excerpt from two questions I answered in my 6/13 livestream, https://www.youtube.com/watch?v=7cBZJS5p8Nc, about Tesla’s PR, marketing, communications, and how Elon Musk is redefining the...

Sunday Live Q&A - Tesla, Model S Plaid, Competition, Wealth Challenges (Ep. 363) from 2021-06-14T00:13:12

I share my thoughts about Tesla's Model S Plaid event, Tesla competition, and realities of wealth, as well as take viewer questions in this livestream.

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Is Solana (SOL) the Ethereum Killer? w/ Anatoly Yakavenko (Ep. 362) from 2021-06-12T16:22:14

Anatoly Yakavenko is the co-founder of the Solana protocol (SOL) which claims to solve the biggest problems facing blockchains like Bitcoin, Ethereum, Cardano and others. Rather than proof of work...

Tesla Model S PLAID Delivery Event - Live Watch Party! (Ep. 361) from 2021-06-11T05:12:50

I’m joined by Jason DeBolt as we watch and comment on Tesla’s Model S Plaid delivery event livestream. We also plan to check in with Emmet Peppers and Vincent Yu who are attending the event.
<...

Tesla is different, here's why (Ep. 360) from 2021-06-09T18:47:32

Regulatory credits, profits, and the departure of Jerome Guillen... what it all means for Tesla / TSLA.

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Debunking FUD Against Tesla and Elon Musk (Ep. 359) from 2021-06-07T21:35:53

I debunk the 11 attacks against Tesla and Elon Musk in a recently published video.

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The Powerful (and Offensive) Secret to Becoming Rich - How to Get Rich #3 (Ep. 358) from 2021-06-04T18:58:47

This is part 3 in my series of How to Get Rich. In part 1 and 2 introduced the concepts of taking your earnings, and exchanging them for ownership of assets that grow and compound over time. Fina...

Why Tesla Stock Is Dropping (Ep. 357) from 2021-06-03T22:42:14

TSLA dropped 5% today on rumors that net new orders in China in May have dropped by almost by half month-over-month. https://www.reuters.com/article/us-tesla-china/teslas-china-orders-halved-in-ma...

3 Steps to Wealth - How to Get Rich #2 (Ep. 356) from 2021-06-01T20:20:43

Here’s the building wealth cycle
1. You create value by solving things, improving things and creating things. People recognize that value, and trade money for the value you create.
2. Then...

How to Get Rich - The Starting Point #1 (Ep. 355) from 2021-05-31T22:22:19

To build wealth, increase your earning power and increase ownership in assets that grow. These are extremely difficult problems that require an immense amount of brain energy that you can’t be was...

Tesla Cybertruck + RV Trailer: Details Revealed (Ep. 354) from 2021-05-29T20:39:30

Tesla has released some patent applications and we’ve got some bombshell details on the Cybertruck, Cybertruck camping mode, and a a Tesla Cybertrailer. https://uspto.report/patent/app/20210156705...

Details revealed for Tesla’s biggest catalyst ever (Ep. 353) from 2021-05-27T20:40:03

Check out the details of Biden’s monster EV tax credit, https://www.finance.senate.gov/chairmans-news/senate-finance-committee-advances-clean-energy-for-america-act. Has passed Senate finance comm...

How Tesla Is Revolutionizing the Auto Industry w/ Sandy Munro (Ep. 352) from 2021-05-27T13:00:14

I’m joined by Sandy Munro, a well-known auto expert and design consultant as we dive into Tesla, the auto industry, Cybertruck, structural battery pack, single piece castings, Elon Musk, VTOLs, and...

My Bull Thesis on Ethereum, Bitcoin and Coinbase w/ Garry Tan (Ep. 351) from 2021-05-25T13:30:04

I’m joined by Garry Tan, co-founder of Initialized Capital. Previously he was a co-founder of Posterous and Posthaven, and a partner at YCombinator.

Garry Tan on Twitter, https://twitter...

Where will Tesla build their next factories? (Ep. 350) from 2021-05-21T15:00:35

I discuss Tesla possibly setting up a factory in the UK and lay a framework to understand how Tesla will expand with multiple factories on multiple continents in coming years on their projected pat...

Elon Musk’s secret Doge wallet (Ep. 349) from 2021-05-20T23:08:27

Is this Elon Musk’s secret Dogecoin wallet? https://dogechain.info/address/DG6XWP6ruf4ZTsXAGzjDyQFaRimUn1mF2A

List of top Dogecoin wallets:
https://bitinfocharts.com/top-100-richest-do...

The Problem with Tesla and Bitcoin (Ep. 348) from 2021-05-19T17:26:16

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Top TSLA Bear Arguments w/ Emmet Peppers (Ep. 347) from 2021-05-17T14:38:17

I'm joined by Emmet Peppers and we go through the top Tesla bear arguments.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers?
Emmet Peppers Interview playlist: https://www.yo...

Is Tesla Dumping Bitcoin? (Ep. 346) from 2021-05-16T21:06:56

A look at recent Elon Musk, Tesla, Doge and Bitcoin drama… and why Tesla might be selling the rest of their Bitcoin.

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What Elon Musk just said about starting a new cryptocurrency (Ep. 345) from 2021-05-16T03:54:41

Elon Musk calls for Dogecoin to perform and signals his openness to start a new cryptocurrency from scratch.

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REVEALED: Elon Musk Involved With Dogecoin Since 2019 (Ep. 344) from 2021-05-15T01:00:10

Crypto world is busy with Doge, Bitcoin, Elon Musk, Ethereum and lots of things going on. Dogecoin Developers Say They've Been Working with Elon Musk Since 2019, https://decrypt.co/70945/exclusive...

Is Elon Musk losing focus with Crypto Drama? (Ep. 343) from 2021-05-14T01:38:53

Elon Musk on Bitcoin, Dogecoin, and crypto… and why I’m not concerned about him losing focus.

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What's in my stock portfolio? Portfolio Reveal (Ep. 342) from 2021-05-13T18:09:45

TSLA, LMND, COIN, TDOC, SQ, RBLX, SHOP, TWTR, PLTR, PTON and more.

2/4/21 Homebuilders Overview: LIVE Research, https://youtu.be/oA2E5CWmkss

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Inside my YouTube Channel - Dave Lee interviewed by Emmet Peppers (Ep. 341) from 2021-05-12T16:06:45

I’m interviewed by Emmet Peppers about my Youtube channel, how I keep sharp, AI, and lessons on health.

Timestamps:
00:00 - Introduction
0:37 - How would you prepare for an intervi...

Elon Musk, Interview Secrets, AI, Health - Dave Lee interviewed by Emmet Peppers (Ep. 341) from 2021-05-12T16:06:45

I’m interviewed by Emmet Peppers about my Youtube channel, how I keep sharp, AI, and lessons on health.

Timestamps:
00:00 - Introduction
0:37 - How would you prepare for an intervi...

How I keeping hodling TSLA (Ep. 340) from 2021-05-11T19:48:26

In this video I’m going to share a perspective that helps me to hold on to the long-term winners. Stocks covered: Tesla / TSLA, Palantir / PLTR, Teladoc / TDOC, Peleton / PTON, and ARK Innovation ...

Elon Musk on SNL w/ Emmet Peppers (Ep. 339) from 2021-05-10T12:30:01

I'm joined by Emmet Peppers as we share our thoughts on Elon Musk, TSLA, Options, Stock Market, TDOC, PTON, RBLX, and SQ. (recorded on 5/9/21)

Emmet Peppers on Twitter: https://twitter.com...

Elon Musk Crushes It on SNL + Asperger Reveal (Ep. 338) from 2021-05-09T17:15:11

Elon Musk on Saturday Night Live, Asperger Syndrome Reveal, Implications on Understanding Tesla, SpaceX, Boring Company & Neuralink.

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Can Teladoc Become the Tesla of Genomics? w/ ARK’s Brett Winton (Ep. 337) from 2021-05-08T14:30:08

This video is an excerpt from a 3/22/21 interview with Brett Winton, Ark Invest’s Director of Research. See full interview here, https://www.youtube.com/watch?v=PD5RBh62wKQ .

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Tesla Demand Is Surging (Ep. 336) from 2021-05-07T19:39:42

Why Tesla demand for the Model 3 and Mode Y is surging and the implications on Tesla’s future.

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? Apple Podcast: https://podcast...

Why IOTA & the Cryptoeconomy is Booming w/ IOTA co-founder Dominik Schiener (Ep. 335) from 2021-05-06T16:24:13

I'm joined by Dominik Schiener, the co-founder of IOTA - an open-sourced distributed ledger & crypto platform that is enabling fee-less machine to machine transactions. We talk about what is IOTA,...

Tesla’s next big product reveal (Ep. 334) from 2021-05-05T18:05:05

I think Tesla will enter the commercial van market. I dive into the total addressable market, potential revenue and margins, and what would differentiate the Tesla van.

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How to Invest in the AI Revolution - Palantir, Genomics, Tesla w/ Will Summerlin Part 2 (Ep. 330) from 2021-05-04T15:34:57

I’m joined by Will Summerlin, artificial intelligence analyst at ARK Invest as we discuss opportunities that Artificial Intelligence will create - Palantir, Crowdstrike, Genomics and more. (recorde...

Tesla Stock Drops on Reports of Berlin Factory Delay (Ep. 332) from 2021-05-03T21:20:19

Tesla has guided for initial limited production by end of year in both Berlin and Austin, yet a German publication claims production won’t start until the end of January 2022. I look at this from ...

Is Tesla Stock Still a Buy? w/ Emmet Peppers (Ep. 331) from 2021-05-03T13:00:22

I'm joined by Emmet Peppers as we share our thoughts on TSLA, Tesla FSD, Options, Roblox, Lemonade and more. (recorded on 5/2/21)

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers...

Something much BIGGER than Tesla Robotaxi is coming (Ep. 330) from 2021-05-01T21:46:14

We are on the cusp of the biggest technological revolution in history - Robot + AI. I introduce how Tesla Robotaxi is just the first major introduction of Robot AIs, and how Robot AIs will be able...

How Tesla is Using AI to Solve FSD w/ ARK Analyst Will Summerlin Part 1 (Ep. 329) from 2021-04-30T14:21:53

I’m joined by Will Summerlin, artificial intelligence analyst at ARK Invest as we discuss Tesla AI, 2020s being the decade of data advantage, and the future of AI. (recorded on 5/20/21)

Wi...

The funniest exchange ever with Elon Musk (Ep. 328) from 2021-04-29T14:27:21

Elon Musk is rebuked on Twitter for not caring enough about the stock price and not being like a traditional CEO. I take a deeper look at this from various angles.

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Why Elon Musk refuses to do this (Ep. 327) from 2021-04-28T20:15:09

Elon Musk refuses to hire a PR team and refuses to do paid advertising - let’s look at this from different angles to understand what’s going on.

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Why Is Tesla Stock Down After Reporting Record Profits? w/ Rob Maurer (Ep. 326) from 2021-04-27T17:12:37

I’m joined by Rob Maurer of Tesla Daily to discuss key takeaways from TSLA’s Q1 2021 earnings.

Rob Maurer on Twitter: https://twitter.com/TeslaPodcast
https://www.youtube.com/c/TeslaDa...

Why Is Tesla Stock Down After Reporting Record Profits? w/ Rob Maurer (Ep. 324) from 2021-04-27T16:49:11

I’m joined by Rob Maurer of Tesla Daily to discuss key takeaways from TSLA’s Q1 2021 earnings.

Rob Maurer on Twitter: https://twitter.com/TeslaPodcast
https://www.youtube.com/c/TeslaDa...

How Tesla will shock the world according to Elon Musk (Ep. 325) from 2021-04-27T13:00:08

Can Tesla deliver 1.5m Model Ys in 2023? And how to value this as a TSLA investor.

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Key Highlights of Tesla’s Q1 Earnings - The Financials (Ep. 324) from 2021-04-27T01:27:17

Key highlights from TSLA’s Q1 2021 Shareholder Letter and Earnings, Elon Musk and Zach Kirkhorn CFO. http://ir.tesla.com .

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Elon Musk just shared this BOMBSHELL (Ep. 323) from 2021-04-26T23:23:01

Elon Musk thinks that Tesla’s Model Y will become the best-selling vehicle of any kind in 2022 or 2023. I discuss the implications and what this could do to Tesla’s future earnings.

Socia...

LIVE: Tesla Q1 Earnings - TSLA Shareholder Letter (Ep. 322) from 2021-04-26T20:47:27

Live reaction to Tesla’s Q1 shareholder letter, https://ir.tesla.com.

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Tesla Q1 Earnings Preview - The Financials (Ep. 321) from 2021-04-25T20:07:05

My expectations, NOT investment advice.
Total revenue: $10.4 ($10-11B)
Gross profit: $2.2B
Operating Expenses: $1.3B ($1.2-1.4B)
Operating Income: $900M ($800m-1B)
Net income GA...

Top 15 Questions for Tesla Q1 Earnings (Ep. 320) from 2021-04-25T17:11:55

I examine the top TSLA shareholder questions for Tesla’s Q1 earnings (April 26) and how Elon Musk and TSLA management might answer,
https://app.saytechnologies.com/tesla-2021-q1/

Socia...

Bitcoin vs Ethereum? Which One is Better w/ James Wang former ARK Analyst (Ep. 319) from 2021-04-25T01:48:12

This is an excerpt from an interview with former ARK Analyst James Wang where we discuss the differences of Bitcoin vs Ethereum. Full interview, https://youtu.be/T3LVUvOjCGM .

James Wang ...

Tesla Secret AI w/ James Wang former ARK Analyst (Ep. 318) from 2021-04-23T18:48:37

This is an excerpt from an interview with former ARK Analyst James Wang where we discuss Tesla Dojo supercomputer, Tesla AI Day, and possible Tesla AI opportunities. Full interview, https://youtu....

Going BIG on Ethereum w/ James Wang former ARK Analyst (Ep. 318) from 2021-04-23T18:10:37

I’m joined by former ARK Analyst James Wang to talk about all things crypto, ethereum, Cardano, NFTs, DeFi, Tesla Dojo and more.

James Wang on Twitter: https://twitter.com/draecomino
<...

Tesla unfairly slammed by Consumer Reports (Ep. 317) from 2021-04-22T22:18:40

https://www.consumerreports.org/autonomous-driving/cr-engineers-show-tesla-will-drive-with-no-one-in-drivers-seat/

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Elon Musk just announced a BIG change to Tesla Solar (Ep. 316) from 2021-04-22T02:45:30

Elon Musk tweet, "Starting next week, Tesla Solar Panels & Solar Roof will only be sold as an integrated product *with* Tesla Powerwall battery. Solar power will feed exclusively to Powerwall. Pow...

Can China Shut Down Tesla? & other TSLA investor concerns (Ep. 315) from 2021-04-21T20:32:30

Tesla' VP of Legal joins Luminar, protest at Shanghai auto show, and possible pressure regulators feel from media and public pressure.

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Why Tesla’s Data Advantage Could Be Worth Trillions (Ep. 314) from 2021-04-21T01:03:20

What makes data valuable and why autonomous driving could unlock trillions of dollars of value.

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Tesla Crash… Why TSLA Is Down Today (Ep. 313) from 2021-04-19T20:55:37

Media reports of a car crash in Houston and links it to the future of Tesla somehow.

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Will Tesla Stock, Bitcoin & DOGE Hit New Highs? w/ Emmet Peppers (Ep. 312) from 2021-04-19T14:10:25

I'm joined by Emmet Peppers as we share our thoughts on TSLA, COIN, DOGE, BTC, options and investing. (recorded on 4/18/21)

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers?
...

Tesla Stock, Bitcoin or DOGE - What to Buy? w/ Emmet Peppers (Ep. 312) from 2021-04-19T14:10:25

I'm joined by Emmet Peppers as we share our thoughts on TSLA, COIN, DOGE, BTC, options and investing. (recorded on 4/18/21) Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Pepper...

Live Q&A: Tesla, SpaceX, Elon Musk, COIN, Doge (Ep. 311) from 2021-04-18T23:22:08

Tesla - stock price, earnings, AI Day
SpaceX - NASA, moon, Starlink, Liftoff interview
Coinbase - my position, ARK, early investors
DOGE - meme power, BTC drop
Interviews upcoming Listen

The Magic of SpaceX w/ Eric Berger author of Liftoff (Ep. 310) from 2021-04-17T13:30:06

Eric Berger, author of new book Liftoff, and I discuss SpaceX's early days and the role of Elon Musk.

Liftoff on Amazon: https://www.amazon.com/Liftoff-Desperate-Early-Launched-SpaceX/dp/0...

Why Elon loves Doge (Ep. 309) from 2021-04-16T19:44:27

Why Elon is trying to send Doge to the moon. Today Dogecoin hit an all-time high of over $40 billion market cap.

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Elon Musk just leaked Tesla’s next BIG reveal (Ep. 308) from 2021-04-15T19:03:21

Elon just announced that he’s planning Tesla’s next big event. It’s Tesla AI Day, and it will likely happen in late July.

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Why Cathie Wood Is Betting Big on Coinbase (Ep. 307) from 2021-04-14T20:30:39

Why I think Cathie Wood's Ark Invest will be building a sizable position in Coinbase (COIN) stock.

Full Bloomberg interview of Cathie Wood, https://www.youtube.com/watch?v=1dHUkTs6TWQ
Listen

Is Coinbase Stock (COIN) a Buy? - First Look (Ep. 306) from 2021-04-14T04:24:01

Coinbase is going public Wednesday April 14 in a direct listing. https://investor.coinbase.com/events-and-presentations/presentations/default.aspx

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Why Tesla Stock Jumped Today (Ep. 305) from 2021-04-13T21:23:05

TSLA was up $60 or 8.6% today to close at $762. I dive into some reasons behind this big move.

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Monkey MindPong - Neuralink Explained w/ James Douma (Ep. 304) from 2021-04-13T13:30:11

Neuralink’s brain-machine interface is allowing a monkey to play Pong via the mind. Why this is significant. https://neuralink.com/blog/

James Douma on Twitter: https://twitter.com/james...

Is This Competition For Tesla? Autonomous Driving Robots (Ep. 303) from 2021-04-12T20:48:54

Domino’s is rolling out autonomous pizza delivery at its Woodland Heights location in Houston with Nuro’s R2 autonomous driving robot. I dive into its significance.

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Autonomous Pizza Delivery by Dominos - Is This For Real? (Ep. 303) from 2021-04-12T20:48:54

Domino’s is rolling out autonomous pizza delivery at its Woodland Heights location in Houston with Nuro’s R2 autonomous driving robot. I dive into its significance.

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Revealed! Tesla's HUGE Austin Factory - Drone Tour w/ Randy Davis (Ep. 302) from 2021-04-12T13:30:02

What's going on with Tesla's new Austin factory?

Terafactory Texas YT: https://www.youtube.com/c/TerafactoryTexas/
Randy Davis on Twitter: https://twitter.com/Terafactorytx

So...

Why Tesla is Betting on Austin w/ Matt Holm + Anuarbek (Ep. 301) from 2021-04-11T13:30

Why did Tesla choose Austin, Austin real estate market condition, companies moving to Austin, Tesla’s housing needs in Austin, Musk Industries moving to Austin.

View part 2 of this convers...

Making Batteries by Tesla - 25%, 50%, 100% speed from 2021-04-11T04:33:28

Same video, 3 different speeds.

Original footage by Tesla: https://www.youtube.com/watch?v=zB8_HbrxUi8
Music replaced by royalty-free music.

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TSLA, SpaceX & 100-baggers w/ Andrea James (Ep. 298) from 2021-04-10T13:30:01

Andrea James was one of the most outspoken and well-reasoned Tesla (TSLA) bull analyst from 2010-2016 with Dougherty & Company. She current is SVP of Corp Strategy and IR at Axon.

Andrea ...

What’s the Essence of Investing? (Ep. 299) from 2021-04-09T19:51:07

Growing resources, preservation vs doubling, forecasting, real estate, the investor edge.

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Is Elon Musk’s Boring Company Ready for Primetime? (Ep. 299) from 2021-04-09T02:22:17

Elon Musk’s Boring Company has finished construction on a tunnel loop at the Las Vegas Convention Center using Tesla vehicles. I explore the significance of this achievement.

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Tesla's Epic Recruiting Ad for China Design Lead (Ep. 289) from 2021-04-08T18:36:05

I share my thoughts on Tesla's recent recruiting ad for a leader for the China Design Studio that will design the $25k Tesla car for China.

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What Tesla FSD Teaches Us About the Future of AI - Andrej Karpathy (Ep. 288) from 2021-04-07T22:46:53

I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast.

Andrej Karpathy podcast episode on Robot Brains, https://shows.ac...

What Tesla FSD Teaches Us About the Future of AI - Andrej Karpathy (Ep. 297) from 2021-04-07T22:46:53

I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast.

Andrej Karpathy podcast episode on Robot Brains, https://shows.ac...

Arcimoto CEO interview w/ Mark Frohnmayer (Ep. 296) from 2021-04-07T14:15:37

I’m joined by the CEO of Arcimoto, maker of electric 3-wheeled fun utility vehicles, as we dive into their product, strategy and plans. Ticker: FUV.

Mark Frohnmayer on Twitter: https://tw...

TSLA Jumps Big on Q1 Delivery Surprise (Ep. 295) from 2021-04-05T19:44:54

I share my thoughts on a big TSLA day and what my expectations/thoughts are for Tesla's plans.

Social
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Where Is Tesla Headed in 2021? w/ Sawyer Merritt (Ep. 294) from 2021-04-03T21:44:28

Q1 deliveries and earnings, 1m vehicles, Tesla Semi, Cybertruck, Berlin, Austin, 4680.

Sawyer Merrit on Twitter: https://twitter.com/SawyerMerritt
https://www.youtube.com/channel/UC_4...

Understanding the Tesla Energy Bull Case w/ Matt Smith part 2 (Ep. 293) from 2021-04-03T13:30

I’m joined by Matt Smith of Spark Spread as we dive into the long-term potential of Tesla Energy, Solar Roof, Powerwalls, AutoBidder, and more.

Matt Smith on Twitter: https://twitter.com/M...

Why I’m Betting on TSLA + Blowout Q1 Deliveries w/ Gary Black (Ep. 292) from 2021-04-02T20:34:46

I'm joined by Gary Black, Former CEO Aegon Asset Mgmt US, to discuss TSLA catalysts, Q1 deliveries, and 2021 Tesla stock price targets.

Gary Black on Twitter: https://twitter.com/garyblack...

Tesla CRUSHES Q1 Deliveries - Reaction! (Ep. 291) from 2021-04-02T17:03:51

Tesla (TSLA) crushed Q1 deliveries with 180,338 vehicles produced and 184,800 vehicles delivered. My reaction and thoughts.

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I Reserved 21 Tesla Cybertrucks - Robotaxi Fleet Operator w/ Matt Smith part 1 (Ep. 290) from 2021-04-02T13:30:11

Matt Smith has reserved 21 Tesla Cybertrucks in hopes of becoming a Tesla Robotaxi fleet operator. https://www.tesla.com/cybertruck

Matt Smith on Twitter: https://twitter.com/MatchasmMatt...

The Ultra-Bull Case on TSLA w/ Warren Redlich (Ep. 289) from 2021-04-01T23:36:59

I'm joined by Youtuber Warren Redlich as we discuss Tesla, TSLA stock, batteries, FSD, and more.

Warren Redlich on Twitter: https://twitter.com/WR4NYGov
https://www.youtube.com/user/wr...

Will Biden’s $2 Trillion Plan Ignite Tesla & the Economy? (Ep. 288) from 2021-03-31T22:00:01

President Biden just announced his $2 Trillion America Jobs Plan, and I go over what's in it and what to expect.

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The Next TSLA Buying Opportunity? w/ Emmet Peppers (Ep. 287) from 2021-03-31T18:56:55

I'm joined by Emmet Peppers as we share our thoughts TSLA stock, Archegos, Tesla Q1 deliveries, Bitcoin, DeFi, Cardano, and more.

IB Probability Lab: https://www.interactivebrokers.com/e...

How a Tesla + Toyota Partnership Could Rock the Auto World? (Ep. 286) from 2021-03-30T21:27:56

The Chosen Ilbo (South Korean newspaper) claims that Tesla and Toyota are in final stage talks that could result in a major partnership to make a compact electric SUV. I dive into my thoughts.
Listen

Voltswagen fail (Ep. 285) from 2021-03-30T20:41:46

Volkswagen claimed they were changing the name of its U.S. division to Voltswagen to show its focus on electric vehicles but rather said it was a failed April Fools prank. I dive into this mess an...

Voltswagen what? (Ep. 285) from 2021-03-30T20:21:03

Volkswagen (VW) is changing the name of its U.S. division to Voltswagen to show focus on electric vehicles. Does it stand a chance against Tesla (TSLA) and Elon Musk?

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Is It Too Late To Invest in TSLA? w/ James Stevenson (Ep. 284) from 2021-03-29T13:30:01

I'm joined by James Stevenson, Tesla advocate and analyst and fighter of FUD on Twitter as we discuss how to value TSLA, future challenges and what we expect.

James Stevenson on Twitter: h...

The Future of Bitcoin, Ethereum & Cardano w/ Angie Lau (Ep. 283) from 2021-03-28T17:06:37

I'm joined by Angie Lau, former Bloomberg News anchor in Asia and now ceo/founder of Forkast News, a media platform focused on blockchain and crypto.

Angie Lau on Twitter: https://twitter....

How Much Does Tesla FSD Add to TSLA’s Valuation? w/ James Douma Part 3 of 3 (Ep. 282) from 2021-03-28T13:36:34

I'm joined by James Douma as he shares how to build a Tesla FSD valuation model. Download sample model (note: this is just a sample of how modeling is done and assumptions shouldn't be taken as in...

Debunking Attacks on Tesla China w/ Kelvin Yang (Ep. 281) from 2021-03-27T20:00:04

I'm joined by Kelvin Yang, a Tesla advocate on Twitter debunking Tesla China FUD. We discuss the latest media reports of Tesla in China and what's going on.

Kelvin Yang on Twitter: https:...

Building a Tesla FSD Validation Model w/ James Douma (Ep. 280) from 2021-03-27T13:30:03

When will regulators approve Tesla FSD, Robotaxi rollout, and building a FSD validation model with James Douma.

James Douma on Twitter: https://twitter.com/jamesdouma
James Douma Playl...

Elon Musk: Tesla Could Become the Biggest Company, Here's Why (Ep. 279) from 2021-03-26T18:38:13

I discuss Elon Musk's latest tweet, "I think there is a greater than 0% chance Tesla could be the biggest company".

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Deep Dive On Ark Invest's $3000 TSLA Model w/ James Douma (Ep. 278) from 2021-03-26T13:30:15

I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ.

About ARK's TSLA Price Target: h...

Brett Winton: Why Ark Invest Is Bullish on Tesla, Genomics, and Bitcoin (Ep. 277) from 2021-03-25T14:33:34

Brett Winton is Ark Invest's Director of Research since 2014 and has worked alongside Cathie Wood for almost 15 years since their time at AllianceBernstein. We discuss Ark Invest's innovation-focus...

TSLA to $3000! Reacting to ARK Invest’s New Price Target w/ Emmet Peppers (Ep. 276) from 2021-03-22T04:54:38

I'm joined by Emmet Peppers are we share our thoughts on Ark Invest's $3000 TSLA price target in 2025 and other investing topics. https://ark-invest.com/articles/analyst-research/tesla-price-targe...

Tesla vs Nvidia: FSD Hardware Advantage Part 2 w/ James Douma (Ep. 275) from 2021-03-19T15:49:34

I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ.

James Douma on Twitter: https://...

Tesla’s FSD Hardware Advantage Part 1 w/ James Douma (Ep. 274) from 2021-03-18T13:30:08

I'm joined by James Douma as we discuss Tesla's approach to FSD hardware and why it's built for success. View part 2 of this conversation, https://youtu.be/CFtBdWN3t_Y .

James Douma on Twi...

Tesla’s Head of Auto to Focus on Huge Trucking Market (Ep. 273) from 2021-03-16T17:12:30

Tesla's President of Auto, Jerome Guillen, has transitioned to Tesla President of Heavy Trucking, I discuss this latest news from various angles.

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The Future of Code w/ Amjad Masad CEO of Repl.it (Ep. 272) from 2021-03-16T14:30:03

Amjad Masad is CEO/Founder of Repl.it, a fast-growing startup that is trying to democratize programming by allowing people to code and collaborate from the browser. I discuss what Repl.it is, wher...

The Last-Foot Moonshot: Here's How Tesla Can Beat Amazon (Ep. 271) from 2021-03-14T21:57:31

I discuss the potential for Tesla to solve last-mile and last-foot delivery, and what that means for the e-commerce market for Amazon, Tesla and others.

Social
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Financial Freedom Through Entrepreneurship w/ Jordan O’Connor of Closet Tools (Ep. 270) from 2021-03-14T14:35:21

Jordan O’Connor is founder of Closet Tools, a web app helping sellers on Poshmark save time and sell more. I discuss his journey from large student loans and debt to building skills by helping oth...

Tesla Cybertruck, FSD & Competition w/ Ryan McCaffrey of Ride the Lightning Podcast (Ep. 270) from 2021-03-12T15:00:07

I discuss future Tesla products, Cybertruck, FSD, Competition, and more with Ryan McCaffrey, host of the Ride the Lightning unofficial Tesla podcast.

Ryan McCaffrey on Twitter: https://twi...

Lemonade CFO Tim Bixby Interview - Deep Dive Into LMND Business Model (Ep. 269) from 2021-03-10T14:00:01

Lemonade Insurance product lines, unit economics, business model, and future growth plans with CFO Tim Bixby. https://investor.lemonade.com

Timestamps:
00:00 - Introduction
00:32 ...

Big TSLA Bounce - What's Next for Tesla? w/ Emmet Peppers (Ep. 268) from 2021-03-09T21:52:35

I chat with Emmet Peppers about the latest with Tesla, growth stocks, the market, and view questions.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers?
Emmet Peppers Intervie...

TSLA Price Target, Tesla FSD, & China Competition Predictions w/ Vincent Yu of Tesmanian (Ep. 267) from 2021-03-08T16:30:03

I talk with Vincent Yu of Tesmanian.com about Tesla in China, TSLA price targets, SpaceX, PLTR, FSD Beta and competition.

Vincent Yu on Twitter: https://twitter.com/vincent13031925
htt...

Why Tesla FSD Is Worth Trillions w/ James Douma (Ep. 266) from 2021-03-07T16:30

How much could Tesla FSD be worth to TSLA? I discuss this with James Douma. This is part 3 of 3.

Part 1 of this interview: https://youtu.be/N9Trq0ziOb4
Part 2 of this interview: http...

How Tesla Is Cracking the FSD Challenge w/ James Douma (Ep. 265) from 2021-03-06T19:00:01

James Douma and I discuss the various challenges of autonomous driving and how Tesla is trying to solve them.

James Douma on Twitter: https://twitter.com/jamesdouma
James Douma Playlis...

Tesla Stock Drops: How to Keep Perspective w/ James Douma (Ep. 264) from 2021-03-06T02:14:39

I discuss TSLA Tesla's recent stock price drop with James Douma and his perspective of long-term investing in tech and innovation.

James Douma on Twitter: https://twitter.com/jamesdouma Listen

The Future Of Graphene w/ Soroush Nazarpour, CEO of NanoXplore (Ep. 263) from 2021-03-04T14:30:03

I interview the CEO of NanoXplore, Soroush Nazarpour, about what makes graphene special, the future of graphene and its applications, and what plans and ambitions NanoXplore has.

Soroush N...

Lemonade Drops On Puzzling Q4 Earnings Report - LMND (Ep. 262) from 2021-03-03T04:22:08

I discuss Lemonade Insurance’s (LMND) Q4 earnings, slowing customer growth, Texas freeze and new products.

See shareholder letter and conference call, https://investor.lemonade.com/
Listen

Where Do Markets Go From Here? w/ Emmet Peppers (Ep. 261) from 2021-02-28T15:28:17

I chat with Emmet Peppers about the recent drop in growth stocks such as TSLA and his views of where the markets go from here.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers? Listen

Why Tesla FSD Is Better Than Lidar? w/ James Douma (Ep. 260) from 2021-02-27T14:30:03

I discuss with James Douma about Tesla's approach to depth mapping and why Tesla's approach is likely a better overall solution compared to Lidar.

James Douma on Twitter: https://twitter.c...

What’s an NFT? My NBA TopShot First Experience (Ep. 259) from 2021-02-26T19:14:33

I walkthrough my first NBA Topshot experience and share some thoughts on NFTs.

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Tesla's Latest FSD Breakthrough: Bird's Eye View Explained w/ James Douma (Ep. 258) from 2021-02-26T14:30:03

I discuss the latest in Tesla's FSD developments with James Douma.

James Douma on Twitter: https://twitter.com/jamesdouma?
Previous interview on Inside Tesla's FSD Neural Nets, https:/...

TSLA Drops On News of Chip Shortage (Ep. 257) from 2021-02-25T22:43:36

I discuss the latest Tesla news and its impact on Tesla.

Social
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TSLA Market Risks, Small Cap Stocks, NFTs, Texas w/ Emmet Peppers (Ep. 256) from 2021-02-21T17:00:37

I chat with Emmet Peppers about the latest in TSLA, the market, investing, and current events.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers
Emmet Peppers Interview playli...

Revealed: Inside Tesla's FSD Neural Nets w/ James Douma (Ep. 255) from 2021-02-18T17:00:23

I talk with James Douma, machine learning expert and Tesla investor, on the latest developments with Tesla FSD neural nets and Tesla's autonomous driving ambitions.

James Douma on Twitter:...

Charles Hoskinson interview: Why Cardano is the Future of Blockchain (Ep. 254) from 2021-02-16T16:38:49

Charles Hoskinson is the founder of Cardano, a 3rd-generation cryptocurrency. We discuss the limitations of previous blockchains and how Cardano is shaping the future of crypto and decentralizatio...

Understanding the Bitcoin Revolution w/ Robert Breedlove (Ep. 253) from 2021-02-15T17:08:06

I discuss Bitcoin vs Fiat, Gold 2.0, Elon Musk & Tesla, what is money, and more with Robert Breedlove, freedom maximalist, and founder/CEO of Parallax Digital.

https://www.youtube.com/c/Ro...

Tom Gardner: How to Beat the Market In the Next 10 Years (Ep. 252) from 2021-02-14T18:41:48

Tom Gardner is CEO and co-founder of the Motley Fool. I discuss his investing philosophy, how the Motley Fool has been able to beat the market, and what strategies will work over the next decade.<...

Reaction: Joe Rogan Interviews Elon Musk (Ep. 251) from 2021-02-12T04:24:03

I discuss 10 highlights from Joe Rogan's recent interview of Elon Musk.

Joe Rogan Interview of Elon Musk on Spotify: https://open.spotify.com/episode/2aB2swgyXqbFA06AxPlFmr

Social...

Is Bitcoin a Good Investment? Ethereum, Coinbase, Kraken w/ Dan Held interview (Ep. 250) from 2021-02-11T16:04:06

I discuss what is Bitcoin, its strengths, possible risks, potential other blockchains, and its path ahead with Dan Held, growth lead at Kraken.

Dan Held on Twitter: https://twitter.com/dan...

Does Bitcoin Help or Hurt TSLA? w/ Emmet Peppers (Ep. 249) from 2021-02-09T21:02:39

Tesla bought $1.5B of Bitcoin, is this good or bad for Tesla Stock? Elon Musk, risk, and future goals.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers
Emmet Peppers Intervi...

Tesla Buys Bitcoin! Good or Bad News? (Ep. 248) from 2021-02-08T19:01:56

Tesla buys $1.5B of Bitcoin in January. Elon Musk on Crypto, Bitcoin and Dogecoin. Impact on TSLA.

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Is It Too Late To Invest In TSLA? Elon Musk, Bitcoin, SPACs w/ Emmet Peppers (Ep. 247) from 2021-02-07T18:54:02

TSLA, Tesla Stock, as a long-term investment, options opportunities, SPACs, Elon Musk, Bitcoin, DeFi, Clubhouse, investment mistakes, diversifying brokerages, what we’re excited about this year. [r...

What’s Next For Real Estate in 2021 w/ Bruce Norris (Ep. 246) from 2021-02-06T17:00:26

Bruce Norris is an active investor, hard money lender, and real estate educator with over 35 years experience. Bruce has been involved in more than 2,000 real estate transactions as a buyer, seller...

Timing the Real Estate Market: Buy or Wait w/ Bruce Norris (Ep. 246) from 2021-02-06T17:00:26

Bruce Norris is an active investor, hard money lender, and real estate educator with over 35 years experience. Bruce has been involved in more than 2,000 real estate transactions as a buyer, seller...

Tesla Week In Review: Apple Car, Ford + Google, Rivian, Tesla Semi (Ep. 245) from 2021-02-06T01:03:40

Tesla die-casting machine, supercharger factory, Ford + Google deal, Giga Berlin progress, Amazon + Rivian, Starlink 10k customers, Tesla Semi timeline

Social
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Movement Investing: GameStop, Bitcoin, Tesla and the Future of Investing (Ep. 244) from 2021-02-05T19:07:51

Discussing what I'm coining "Movement Investing" and the implications on the future of stocks, companies and investing opportunities.

Social
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Meet Kevin Interview - Stocks, Real Estate, YouTube (Ep. 243) from 2021-02-05T00:45:58

I interview Meet Kevin and we discuss his rise on Youtube, his thoughts on investing, and what's ahead for him.

https://www.youtube.com/c/MeetKevin/
Meet Kevin on Twitter: https://twit...

A Deep Dive Into the DeFi Revolution w/ Robert Leshner, Compound CEO (Ep. 242) from 2021-02-03T20:14:35

I discuss the revolution that is happening in DeFi (decentralized finance) with the founder of one of the hottest DeFi apps, Compound Finance.

Robert Leshner on Twitter: https://twitter.co...

Jeff Bezos to Step Down As Amazon CEO - Always Day 1 (Ep. 241) from 2021-02-03T01:20:46

Amazon CEO Jeff Bezos will step down as CEO during Q3 of this year. I discuss implications of what this means and look into Jeff Bezos’ Day One philosophy.
Social
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Look for Crazy Ambition - 10x Investing Framework (Ep. 240) from 2021-02-02T02:07:38

I discuss the importance of finding CEOs/founders with outsized ambitions and how to work backward from there to analyze a company for outsized gains.

Social
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Gamestop, Robinhood, and the Awakening of the Retail Investor - w/ Emmet Peppers (Ep. 239) from 2021-01-29T06:57:04

Emmet Peppers and Dave Lee discuss the latest news around Gamestop, Robinhood and future implications of investing.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers

Soci...

12 Takeaways from TSLA Q4 2020 Earnings Call (Ep. 238) from 2021-01-28T02:14:38

My takeaways from the Tesla Q4 2020 earnings call.

1. New Model S and X Plaid in production

2. Justifying current TSLA valuation with FSD

3. Cybertruck update

4....

TSLA Q4 2020 Earnings Conference Call (audio) from 2021-01-28T01:40:14

Livestream of Tesla's Q4 2020 Financial Results audio conference call via https://ir.tesla.com .

Subscribe to Dave Lee on Invest...

LIVE REACTION: Tesla Q4 2020 Earnings - TSLA Shareholder Letter (Ep. 237) from 2021-01-27T23:52:34

I share my LIVE reaction and thoughts to Tesla’s Q4 2020 Shareholder Letter (TSLA) and Earnings Report.

Social
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10,000x IRA: Going From $2,700 to $29 Million w/ Emmet Peppers (Ep. 236) from 2021-01-24T19:18:06

On Sept 16 2010, Emmet Peppers contributed $2,686 to his IRA. This contribution has grown to $29 million as of Jan 18, 2021. In this video, I dive deeper for lessons and takeaways.

Emmet ...

Retired at 39 Years Old With $12 Million in TSLA - w/ Jason DeBolt (Ep. 235) from 2021-01-23T17:00:12

I'm joined by Jason DeBolt who shares the ups and downs of his TSLA investment journey on his road to being retired at 39 years old.

Jason DeBolt on Twitter: https://twitter.com/jasondebol...

Tesla Outlook + Why I Invest for Outsized Gains - Dave Lee Interviewed by Rob Maurer (Ep. 234) from 2021-01-21T17:00:01

In this video Rob Maurer from @Tesla Daily interviews me. :) Rob Maurer on Twitter: https://twitter.com/TeslaPodcast

Timestamps:
00:00 - Introduction
1:15 - Start of Interview Listen

Who Will Disrupt the Real Estate Market? Redfin, Zillow, OpenDoor w/ Matt Porter (Ep. 233) from 2021-01-20T16:10:06

I talk with a Matt Porter, a former top producing Redfin agent in the San Diego area, about the potential and challenges for Redfin, Zillow and OpenDoor to disrupt the real estate market.

...

Tesla FSD: LA to SF With No Interventions w/ Omar Qazi (Ep. 232) from 2021-01-19T16:43:58

I chat with Omar Qazi of Whole Mars Blog about the state of Tesla's FSD (beta) build, how it's improving, and when we could see a wide release.

Timestamps
00:00 - Introduction
1:20...

Preparing For a Market Correction? TSLA, Cash, 2021 w/ Emmet Peppers (Ep. 231) from 2021-01-17T19:05:28

Emmet Peppers and I discuss wide range of investing topics: TSLA, preparing for market correction, Tesla competition, LMND shorts, and life hacks.

Timestamps:
00:00 - Introductions
Listen

Winner Takes Most - Investing In the Modern Age (Ep. 230) from 2021-01-14T20:54:57

Catch the companies that are in huge markets with true global network effects and are poised to become the dominant player.

Social
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Understanding Circle of Competence In Investing - Warren Buffett examined (Ep. 229) from 2021-01-12T17:00:04

I take a deeper look into what Warren Buffett calls Circle of Competence, examining the pros and cons, and seeing how we can use it for our advantage in investing.

How to Read Super Fast p...

My Reaction to Elon Musk Becoming World’s #1 Richest Person (Ep. 228) from 2021-01-07T18:17:40

Today Elon Musk eclipsed Jeff Bezos in becoming the world richest person. In this video I share my reaction.

Social
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How to Find Big Opportunities In 2021 - W/ Emmet Peppers (Ep. 227) from 2021-01-06T18:25:50

TSLA Options Update, 2021 Tesla Outlook, Finding Opportunities in 2021, Macro Risks, Goals, and More.

Emmet on Twitter: https://twitter.com/emmetpeppers
Emmet's website: https://goodso...

Tesla Starts 2021 With a Bang - Tesla vs TSLA (Ep. 226) from 2021-01-05T00:40:27

I discuss 500k deliveries, Model Y in China, Model S refresh, and most importantly how I view Tesla vs TSLA differently.

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? Apple Podcast: ...

Pros and Cons of Tesla Putting Cash Reserves Into Bitcoin - W/ Gali Russell (Ep. 225) from 2020-12-31T16:00:04

This is part 2 of my conversation with Gali from @HyperChange . In this video we discuss the pros and cons of Tesla putting some cash reserves into Bitcoin. Recorded on 12/23/20. View Part 1: Be...

Ross Gerber Interview: My Stock Market Advantage, TSLA, & Elon Musk (Ep. 224) from 2020-12-29T18:17:29

I’m joined by Ross Gerber, the founder and CEO of Gerber Kawasaki Wealth and Investment Management. We discuss TSLA, shareholder activism, media, and other topics. Interview was recorded on 12/23...

Pros & Cons of Company X w/ Chicken Genius Singapore (Ep. 223) from 2020-12-27T16:00:01

I discuss the pros and cons of X, a holding company for Tesla, SpaceX, Neuralink, and Boring Company.

? Twitter https://mobile.twitter.com/heydave7
? Apple Podcast: https://podcasts.ap...

How Could Elon Musk Make a Holding Company Work for Tesla & SpaceX? W/ Gali Russell (Ep. 222) from 2020-12-24T16:00:21

I discuss the various challenges and obstacles that will need to be overcome in order to create “X” holding company that will hold Tesla, SpaceX, Neuralink, Boring Company and future Elon Musk’s ve...

Hey Elon, Please Create a Holding Company For Tesla, SpaceX, Neuralink, Boring Company (Ep. 221) from 2020-12-23T17:00:05

I propose that Elon Musk creates a X holding company and that he puts Tesla, SpaceX, Neuralink, Boring Company, and all his future ventures into this holding company. Share your thoughts in the co...

What’s a Market Maker and How to Beat Them? Options Strategies w/ Hersh Mehta (Ep. 220) from 2020-12-22T21:07:28

I talk with Hersh Mehta about the role of the options market maker - what they do, what are their goals, and if there any shortcomings in their strategy.

Hersh Mehta on Twitter: https://tw...

Why Tesla Should NOT Invest Into Bitcoin (Ep. 219) from 2020-12-21T03:54:44

In this video I share my reasons on why I think Tesla should NOT invest into Bitcoin.

? Twitter https://mobile.twitter.com/heydave7
? Apple Podcast: https://podcasts.apple.com/us/podca...

TSLA At the Close: Live Reaction to S&P 500 Inclusion (Ep. 218) from 2020-12-18T23:42:33

In this livestream I react with Emmet Peppers to Tesla’s final trading day before being included in the S&P 500 index.

Emmet on Twitter: emmetpeppers
Emmet's website: https://goodsoili...

Tesla Activism: Chat With Kristen K10 (Ep. 217) from 2020-12-17T17:00:15

I discuss with Kristen K10 how and why she got involved in advocating for Tesla on Twitter, how she views the future of social media, and what kinds of challenges might lie ahead for Tesla.
Listen

Managing Risk When Trading TSLA: w/ Emmet Peppers (Ep. 216) from 2020-12-16T21:25:34

In this livestream I discuss with Emmet Peppers regarding TSLA’s upcoming S&P 500 including, his latest trade update, managing risk when trading options, and some tools.

Emmet on Twitter: ...

What's Bitcoin's Future? Chat With Nic Carter of CoinMetrics (Ep. 215) from 2020-12-15T16:07:37

I chat with Nic Carter about the philosophy of Bitcoin, potential risks, and how Bitcoin fits into our ever-changing world.

Nic Carter on Twitter: @nic__carter
Nic’s Website: https://...

The “Tesla Is An Auto Company” fallacy (Ep. 214) from 2020-12-13T02:22:49

In this video I’m going to discuss why Tesla isn’t just an auto company and why that’s important to understand.

? Twitter https://mobile.twitter.com/heydave7
? Apple Podcast: https://p...

Why I’m Growing More Skeptical Of Bitcoin (Ep. 213) from 2020-12-11T17:00:14

Productive assets are becoming increasingly liquid and exchangeable thus disrupting the value of money and relegating money's value to numbers in a database. This disruption will likely disrupt Bi...

First Look At My New Recording Studio (Ep. 212) from 2020-12-10T23:00:03

My new recording studio is finished. I share a first look.

? Twitter: https://mobile.twitter.com/heydave7
? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/...

First Investment Experiences: Chat with Emmet Peppers Part 3/3 (Ep. 211) from 2020-12-10T17:00:13

The chat was recorded on Monday night, Dec 7th and is part 3 of the conversation where I talk with Emmet Peppers about our first investment experiences.

Part 1 of conversation, https://you...

Catching Big Winners Others Miss: Chat with Emmet Peppers 2/3 (Ep. 210) from 2020-12-09T17:00:15

The chat was recorded on Monday night, Dec 7th and is part 2 of the conversation where I talk with Emmet Peppers about lessons and insights on finding unrealized value.

Part 1 of conversat...

Tesla Announces $5 Billion Stock Offering - Chat with Emmet Peppers (Ep. 209) from 2020-12-08T20:57:31

This morning Tesla announced a stock offering of up to $5 billion. In this video I discuss personal thoughts and opinions on this with Emmet Peppers.

Emmet's Twitter: https://twitter.com/...

Why TSLA Is Rising? Chat With Emmet Peppers Part 1/3 (Ep. 208) from 2020-12-08T17:16:11

The chat was recorded on Monday night, Dec 7th and is part 1 of the conversation where I talk with Emmet Peppers about his S&P 500 TSLA options bet and thoughts on TSLA dynamics.

Emmet on ...

A Day in the Life: “Letters in the Sand” (Ep. 207) from 2020-12-05T17:00:04

The tidepools at Crystal Cove State Park are a world-class nature destination for all ages.
Moro Campground at Crystal Cove State Park (Newport Beach, CA), make reservations at https://reservec...

Reasoning By Analogy: Why People Got Tesla Wrong According to Elon Musk (Ep. 206) from 2020-12-04T17:00:09

In this video I share a framework of thinking that helps give me an edge in investing. Elon Musk calls it reasoning by first principles vs reasoning by analogy.

Alex Springer Pioneer Ta...

After-Thoughts On My Lemonade CEO Interview (Ep. 205) from 2020-12-03T17:00:01

About 2 weeks ago I interviewed Lemonade CEO Daniel Schreiber on my show and in this video I’m going to share some of my personal after-thoughts.

Lemonade CEO Daniel Schreiber interview, h...

Game of Pennies: This Is How Tesla Dominates According to Elon Musk (Ep. 204) from 2020-12-02T17:00:07

I take a dive into the concept “Game Of Pennies” which allows Tesla to dominate by thousands of ideas. I also look at TSLA’s stock price and Elon’s reaction.

Axel Springer Award 2020 Elon...

My New Recording Space: Preview + House Tour (Ep. 203) from 2020-12-01T17:00:29

I need a quiet place for interviews, so I'm creating a recording studio inside my bedroom. Here's a preview.

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Roblox IPO First Look: The Human Co-Experience Platform RBLX (Ep. 202) from 2020-11-30T17:00:07

Roblox is gaming and experience platform with 31 million daily active users, and they have recently filed to go IPO. So what is Roblox, what’s is it’s key insight, and what does it’s future prospe...

100x in 1 Year: Chat with Emmet Peppers (Ep. 201) from 2020-11-29T18:03:41

I chat with Emmet Peppers about S&P 500 inclusion update, narrative vs action, green pastures, recommended courses, survivorship bias, the keys to Emmet's success, and the combo of detachment, blen...

Green Pastures: My First Investment Philosophy (Ep. 200) from 2020-11-28T17:00:04

Perhaps the most profound investing insight was my first major one. The one I relied on the most, and still do to this day. I call it Green Pastures, and in this video I’ll dive into what it mean...

Bitcoin RISKS: Chat with ARK Invest's Yassine Elmandjra (Ep. 199) from 2020-11-27T17:00:04

Yassine Elmandjra is an analyst with ARK Invest covering Bitcoin, Crypto and Blockchain technologies. We discuss what is Bitcoin, potential risks, and various future scenarios.

Yassine on ...

I Did NOT Expect TSLA To Rise So High So Fast - What’s Next? (Ep. 189) from 2020-11-26T17:00:01

Tesla stock has skyrocketed over the past year, and in this video I’m going to share I’m processing Tesla’s dramatic rise

Here’s My TSLA Exit Plan (Ep. 16), https://www.youtube.com/watch?v...

LIVE Update on Emmet Peppers' Big TSLA Options Bet (Ep. 197) from 2020-11-25T06:09:58

I chat with @emmetpeppers tonight to get his latest thoughts on his $2.7 million TSLA options bet.

Emmet on Twitter: emmetpeppers
Emmet's website: https://goodsoilinvestment.com/
<...

Tesla Hatchback Coming to Europe? Elon Musk Interview Highlights (Ep. 196) from 2020-11-25T00:50:20

I share my thoughts on a recent interview of Elon Musk for a German conference where he talked about the important of lower battery costs, the challenge of scaling new battery technology, and perha...

Investing In Edge Networks: Cloudflare, Fastly & Starlink (feat. Muji of hhhypergrowth) (Ep. 195) from 2020-11-24T17:00:11

I talk with Muji of hhhypergrowth about investing in the Software as a Service (SaaS) industry, and more specifically we focus on Cloudflare, Fastly and the possibilities of Starlink.

Find...

Emmet Peppers: Betting 7 figures on TSLA S&P 500 Inclusion (Ep. 194) from 2020-11-23T16:00:02

I dive details of a real-time trade that Emmet Peppers put on last week. He bet almost 3 million dollars on a short-term option play where he could easily lose all of it.

Emmet's Twitter:...

Starlink Engineers Reveal Details at Reddit AMA (Ep. 183) from 2020-11-22T17:00:08

I dive into the details shared by Starlink engineers during a Reddit AMA.

Starlink Reddit AMA, https://www.reddit.com/r/Starlink/comments/jybmgn/we_are_the_starlink_team_ask_us_anything/...

Starlink Engineers Reveal Details at Reddit AMA (Ep. 193) from 2020-11-22T17:00:08

I dive into the details shared by Starlink engineers during a Reddit AMA.

Starlink Reddit AMA, https://www.reddit.com/r/Starlink/comments/jybmgn/we_are_the_starlink_team_ask_us_anything/...

Elon Musk's BEST Investing Advice (Ep. 192) from 2020-11-21T17:00:19

Here is Elon’s full tweet from this past week. “Wise words from Bogle. The point of companies is products & services. They have no point in & of themselves, nor do these indices. Buy & hold stock ...

Stocks for the Long Run: Chat with Fabio Faria from Canal do Holder (Ep. 191) from 2020-11-20T17:00:13

I discuss the merits of long-term investing and what beginners need to know with with Fabio Faria whose investing Youtube channel in Brazil has over 250k subscribers, @Canal do Holder . View full ...

Tesla Escape Velocity? Chat w/Galileo Russell from Hyperchange (Ep. 190) from 2020-11-19T17:00:11

??TSLA S&P 500 inclusion, 4680 Battery Production Plans, Austin & Berlin Gigafactory ramp, FSD margins, Robotaxi, Capex efficiency, Game Over?

Gali (@HyperChange) on Twitter: gfilche
<...

S&P 500 Here We Come! Chat w/Rob Mauer from Tesla Daily (Ep. 189) from 2020-11-18T17:00:06

I take a moment to celebrate S&P 500 inclusion with Rob Mauer of @Tesla Daily , and also to explore Tesla's future growth prospects.

Rob Mauer on Twitter: teslapodcast

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Lemonade CEO Daniel Schreiber: How We’re Reinventing Insurance (CEO Interview) (Ep. 186) from 2020-11-17T16:00:03

I interview Daniel Schreiber, CEO of Lemonade Inc (LMND), an insurance company offering renters, homeowners and pet insurance, and planning to launch life insurance this quarter.

Daniel Sc...

Lemonade CEO Daniel Schreiber: How We’re Reinventing Insurance (CEO Interview) (Ep. 188) from 2020-11-17T16:00:03

I interview Daniel Schreiber, CEO of Lemonade Inc (LMND), an insurance company offering renters, homeowners and pet insurance, and planning to launch life insurance this quarter.

Daniel Sc...

TSLA to Join S&P 500!!!! ? (Ep. 187) from 2020-11-17T01:15:10

Congrats to all TSLA Tesla shareholders. Momentous day.

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? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-inv...

Can Lemonade Disrupt the Insurance Industry Worth Trillions? - LMND (Ep. 186) from 2020-11-15T17:26:19

I have an interview with the CEO of Lemonade Insurance (LMND) planned in a couple days and wanted to share my thought process of what kind of questions I’m going to ask and why. It all boils down ...

How Much Can Tesla Charge for FSD? (feat. Zac and Jesse Cataldo PT 3/3) (Ep. 185) from 2020-11-14T18:00:12

In this video we discuss if Tesla can really charge $100,000 for full-self driving in the future, what are the pros and cons for such a pricing move, and what’s the most realistic pricing strategy ...

Elon Tests Positive, Examining Implications of Worst Case Scenario - LIVESTREAM (Ep. 184) from 2020-11-14T00:32:42

I discuss the latest news of Elon testing positive (and negative) for COVID and what the implications are if things progress to.a possible worst case scenario.

Social
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Tesla Bulls Disagree: Will Tesla Stop Selling Cars? (feat. Zac and Jesse Cataldo PT 2/3) (Ep. 183) from 2020-11-13T18:00:23

Recently Zac and Jesse Cataldo from Now You Know shared a video on his channel predicting that Tesla will stop selling cars to the public in future order to focus on their Robotaxi network (“Elon’s...

Where’s Tesla’s Competition? (feat. Zac and Jesse Cataldo PT 1/3) (Ep. 182) from 2020-11-12T18:00:11

Part 1, Zac and Jesse from Now You Know and I discuss Tesla competition and what makes Elon Musk so unique. Part 2 and 3 will come tomorrow and the day after.

Now You Know, https://www.y...

Will Tesla Make a $10,000 Consumer Robot? Chat With Machine Learning Expert James Douma (Ep. 181) from 2020-11-11T18:00:13

Will Tesla make robots? Share your thoughts in the comment section.

View Full Recording of this 11/2/20 Interview (at least the 2nd hour of it, 1st hour didn’t record), https://youtu.be/5U...

What is Tesla’s Dojo Supercomputer? Chat With Neural Net Expert James Douma (Ep. 180) from 2020-11-10T18:09:57

I discuss why Tesla needs Dojo supercomputer, why labeling is so important, and how Tesla is rapidly improving their full-self driving system. View Full Recording of this 11/9/20 Interview with Ja...

Why Starlink Could Be Worth Trillions - Starlink Valuation (Ep. 179) from 2020-11-08T18:00:11

In this video I make a case of why Starlink could be worth over $1 trillion by 2030. To volunteer for research (at least 5 hrs/week), contact me at davelee.tv or via Twitter @heydave7. Watch my p...

Poking Holes in the Bitcoin Bull Case - Chat With Anthony Pompliano (Ep. 176) from 2020-11-06T17:00:04

In this video I enlist the help of Anthony Pompliano (aka Pomp) to help me think through some of the long-term concerns and risks I see for Bitcoin.

Pomp on Twitter: https://twitter.com/AP...

How I Went From $1M to $30M+ In 2020: Chat With Emmet Peppers (Ep. 176) from 2020-11-05T18:00:03

In this video I interview Emmet Peppers and find out how he grew his portfolio from roughly $1 million to over $30 million in a year.

Emmet's Twitter: https://twitter.com/emmetpeppers
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SpaceX Starlink Deep Dive - Public Beta Begins (Ep. 175) from 2020-11-02T17:00:08

Starlink just might be one of the most important companies in this decade. In this video, I’m doing a deep dive into what Starlink is doing, the challenges they face, and what options exist to inv...

Interview with Chicken Genius Singapore - TSLA, SQ, LMND, and more! (Ep. 173) from 2020-10-28T17:00:02

Interview with @Chicken Genius Singapore

Timestamps:
0:00 - Intro
2:40 - What got Chicken started on YT
6:05 - Confidence during the recession
7:30 - Future plans
9:15...

How Tesla FSD Changes Everything: Chat w/Omar Qazi from Whole Mars Blog (Ep. 172) from 2020-10-28T00:21:53

In this video I explore how FSD is changing the driving experience and what FSD means in the bigger picture, it’s impact on Tesla and where autonomy is headed.

Omar’s Twitter: @WholeMarsBl...

Steven Mark Ryan of Solving the Money Problem: Tesla, AI, U.S. Election, Neuralink (Ep. 171) from 2020-10-26T17:09:09

In this video I share my conversation with Steven Mark Ryan of
@Solving The Money Problem . My next interview will be with @Chicken Genius Singapore .

Note: I'm not going to agree wit...

Is the Fed Pumping the Stock Market? (including TSLA & AAPL) (Ep. 110) from 2020-09-05T22:40:23

In this video I share my thoughts on the newly revised approach by the Fed for maximum employment, and what this means for inflation, asset prices, equities, the stock market and income inequality....