Why Tesla AI is STILL Underrated w/ John Gibbs (Ep. 352) - a podcast by Dave Lee on Investing

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/DrKnowItAll16
@DrKnowitallKnowsitall on Youtube: https://www.youtube.com/DrKnowItAllKnowsItAll

Timestamps:
00:00 - Introduction
01:00 - John Gibbs background and interest in Tesla, TSL
06:50 - Impressions with Tesla FSD Beta
09:00 - Timing of Tesla FSD Level 4
12:25 - Timeline for Tesla Robotaxi
19:15 - Human + FSD raising bar
24:15 - Will Waymo and Cruise need to ditch Lidar and copy Tesla?
32:30 - Lidar vs neural nets and vision
36:30 - Tesla trial and error
38:25 - Tesla's transformation from an auto company to an AI company
43:30 - Institutions vs private sector in AI
48:25 - OpenAI and need for compute power, consolidation of AI powers
55:35 - Other major applications for Tesla AI
1:03:00 - Pros and cons of technology
1:07:21 - Conclusion

Social
? Twitter https://mobile.twitter.com/heydave7
? Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
??Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
? Instagram https://www.instagram.com/heydave7
Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

????? Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:
https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?
? Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
?? Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Further episodes of Dave Lee on Investing

Further podcasts by Dave Lee on Investing

Website of Dave Lee on Investing