Dave Lee @heydave7
Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI. youtube.com/c/DaveLeeonInv… Texas Joined April 2009-
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$10B is the new cost of entry in the race to solve autonomy.
$10B is the new cost of entry in the race to solve autonomy.
Going to be very interesting when FSD v12.4 comes out (in next few weeks?). Will be able to see how much of an improvement it is over 12.3.x versions. If it's a significant improvement, then this will bode very well as Tesla prepares for v12.5 version probably a couple/few…
Going to be very interesting when FSD v12.4 comes out (in next few weeks?). Will be able to see how much of an improvement it is over 12.3.x versions. If it's a significant improvement, then this will bode very well as Tesla prepares for v12.5 version probably a couple/few…
From Tesla's Q1 earnings call: roughly 35,000 H100s [Nvidia GPUs] are active, and we expect that to be probably 85,000 or thereabouts by the end of this year, just for training. More evidence that Tesla's FSD v12 is taking advantage of AI scaling laws.
Love the part of the TSLA earnings call where @aelluswamy describes scaling laws as applies to FSD. Tesla’s end-to-end neural net approach can fully utilize the scaling benefits of more data, more training compute, larger neural net models, etc.
TSLA earnings call was great. But I just want FSD 12.4 in my car. There's something so exciting and riveting about trying out most the cutting-edge real-world AI in your own vehicle.
Elon Musk just called the Robotaxi a "Cybercab" in Tesla's earnings call. Wow, I can't wait to see it at the 8/8 reveal. 🤯
Tesla's head of investor relations announced today he's stepping down. @MartinViecha, thanks for your amazing service to Tesla over the past 7 years. Great job and well done. Wish you the best in your next steps.
"I'd like to strongly recommend that anyone thinking about Tesla stock should really drive FSD 12.3. It's impossible to understand the company if you do not do this." - Elon Musk 💯
Excellent job by Elon and Tesla management on Q1 earnings call.
Wow. Appears that new Tesla models (not just one model) coming before second half of 2025?!? Am I reading his correctly?
Bring it on Boston Dynamics. Optimus will be waiting.
Bring it on Boston Dynamics. Optimus will be waiting.
Going to miss Drew Baglino as part of the Tesla management team. He brought a lot of diligence, optimism and first principle thinking to the company.
Going to miss Drew Baglino as part of the Tesla management team. He brought a lot of diligence, optimism and first principle thinking to the company.
It's always fun talking with @jamesdouma about Tesla FSD, Optimus, Robotaxi, and more. FSD v12: Tesla's Autonomous Driving Game-Changer (Ep. 757)
The dichotomy has grown between those who see Tesla as an auto manufacturer and those who see Tesla as an AI company. It likely gets resolved when Tesla proves their AI chops with Robotaxi and Optimus and in time everyone concludes Tesla is an AI company.
Unsupervised FSD will be a profoundly transformative technology. It will basically offload the attention and intelligence required in driving from humans to AI.
My kids had a blast watching the total solar eclipse today in Austin. 🌞
My kids had a blast watching the total solar eclipse today in Austin. 🌞 https://t.co/wQXUo8LQmW
Gary Black @garyblack00
415K Followers 99 Following Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. https://t.co/FVygs3Yhc0. Disclosure: https://t.co/omhTsCtilhSawyer Merritt @SawyerMerritt
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292K Followers 155 Following I make the occasional video and own a bit of $TSLA. SOLVING THE MONEY PROBLEM. Subscribe for early access to daily videos. Alt account: @SMR420 #TSLAFarzad @farzyness
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664K Followers 315 Following Co-Founder of @TwinBirchUSA | sustainable lifestyle apparel. $TSLA investor. EV/tech news. My posts aren’t financial advice.Ross Gerber @GerberKawasaki
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292K Followers 155 Following I make the occasional video and own a bit of $TSLA. SOLVING THE MONEY PROBLEM. Subscribe for early access to daily videos. Alt account: @SMR420 #TSLAChicken Genius @pakpakchicken
180K Followers 69 Following I have nothing to sell you. ZERO. No private groups, IG, telegram, NOTHING. Scammers suck my 10 inchJames Stephenson @ICannot_Enough
203K Followers 720 Following @ElonMusk and I own Tesla (along with several other people).Jason DeBolt ⚡️ @jasondebolt
166K Followers 5K Following All in Tesla investor since 2013 | Retired | Software Engineer | Philosophy | My tweets/DM’s are not financial advice | I don’t sell anything, watch for scams.Rob Maurer @TeslaPodcast
293K Followers 106 Following Rob Maurer hosts Tesla Daily - news and analysis on Tesla, Inc., published every weekday.Troy Teslike @TroyTeslike
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1K Followers 71 Following@PaperBagInvest @ShadyJosh5 I am doing something similar with small amount on short term option parlay, could be a rare 100x-er over 1-2 week period…was relatively small amount but even 100x a very small amount can become significant 🤞
When I’m under the weather my go to treatment is IV vitamins. I usually feel better within hours. IV clinics are popping up all over but do your research and make sure you’re getting adequate doses (for example at least 10 grams of vitamin C). If you live in Austin or Boulder,…
a first 5 minutes review of the rabbit r1 just being able to generate mid journey images on the fly (rather than navigating discord's laborious interface) gives me instant joy
$TSLA has met horrible demand in recent months. But keep in mind demand in auto is intrinsically extremely volatile. Don’t forget: 1) Demand is not structurally gone; it is likely to snap back at some point. 2) It will still structurally increase with lower prices.
What I'm most looking forward to from Tesla's earnings call tomorrow are guidance, clarification, and the strategic plan for the next two years.
I would personally never buy a car without FSD. It's the most valuable software I have ever installed in any of my devices, saved me an incredible amount of time and mental energy. This mind blowing experience is now even more broadly available and accessible!
FSD purchase price is now $8k (CA$11k) Or subscribe for $99/month (🇺🇸 & 🇨🇦)
I use FSD on my daily commute now. Didn't think I would, but the trial has totally sold me. So useful and much safer when I'm wrangling with my coffee & croissant etc.
@WholeMarsBlog Not quite betting the company, but going balls to the wall for autonomy is a blindingly obvious move. Everything else is like variations on a horse carriage.
Give it a try! Expect steady improvements
You can now subscribe to FSD (Supervised) for $99/month in the US ts.la/app Upgrades > Software Upgrades > Subscribe
I really enjoyed this conversation. Two hours of “FSD! What magic is this?”
It's always fun talking with @jamesdouma about Tesla FSD, Optimus, Robotaxi, and more. FSD v12: Tesla's Autonomous Driving Game-Changer (Ep. 757)
Very high compute:engineer ratio… need help tesla.com/careers/search…
@thetechbrother This is not accurate. Tesla would be second highest and X/xAI would be third if measured correctly.
@sobieski902 Pretty much. It has been staggeringly difficult to make generalized self-driving work, requiring all that you describe above and more. The investment in training compute, gigantic data pipelines and vast video storage will be well over $10B cumulatively this year. But that…
I think it makes perfect sense for @Tesla to prioritize a purpose-built robotaxi over yet another human-driven car. The opportunity is way bigger, the competition has thinned, it accelerates their humanoid, and they seem to have something special on their hands with FSD v12.
On January 6th, a friend texted me. He'd found an injured dog by a garbage dump in Bangalore. It couldn't walk, it couldn't even stand. Most of its fur was gone, it was covered in sores. He didn't have the time to help it but sent me this picture. 🧵👇🏿
Super impressed by the latest @Tesla FSD. It drives eerily natural, and handled very weird scenarios with no hesitation. I've ridden for hundreds of hours in driverless cars, and although it's not perfect and I'm a tiny sample, this is exciting! And no, not an April Fools.
FSD 12 could arguably be the iPhone/chatGPT moment of driving where millions of customers can install a software update on their cars and experience a glimpse of the future. Highly recommend all existing @Tesla customers in US and Canada experience this with the 30 day trial of…
If you want to experience the future, try the latest version of full self driving. My mind was blown. Anyone else enjoying it?
@alex_avoigt Most people still have no idea how crushingly good Tesla FSD will get. It will be superhuman to such a degree that it will seem strange in the future that humans drove cars, even while exhausted and drunk! Cars will take you where you want automatically, just like getting in an…
Precisely why @Tesla_AI is so successful. When I joined Autopilot, we were ~120 engineers and over 4 years, the strength grew to only ~200 engineers. Either hire A+ engineers or don’t hire at all.
Andrej Karpathy says that Elon Musk has a unique management style and is very good at getting rid of low performers