Dave Lee on Investing

Dave Lee on Investing

Author: Dave Lee on Investing Language: English Episodes: 22
If you've ever felt overwhelmed by the noise in the financial world, you might find a thoughtful companion in Dave Lee on Investing. This podcast moves beyond simple stock picks to explore the philosophy and practical discipline behind building resources wisely. Dave shares from his own journey, discussing the lessons learned from analyzing companies and market trends, with a particular focus on the evolving stories of firms like Tesla and leaders like Elon Musk. The conversations here are grounded in the belief that growing capital is only one part of the equation; the ultimate aim is to deploy those resources toward what is meaningful and constructive. Each episode feels like a direct, nuanced discussion about the intersections of business, management, and investment strategy, offering listeners a framework for their own decisions. Tune in for a perspective that treats investing not just as a technical skill, but as a tool for personal and principled growth. This is a space for anyone looking to deepen their understanding of markets while aligning their financial choices with a broader view of value.
Episodes
FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma [not-audio_url] [/not-audio_url]

Duration: 1:55:33
I’m joined by James Douma as we discuss Tesla’s latest FSD v12 (supervised) release and how ti compares to previous FSD versions. We also dive into Robotaxi, Optimus, LLMs, and more.James Douma on Twitter, https://twitte…
Tesla FSD v12: The Quest for General Driving Intelligence [not-audio_url] [/not-audio_url]

Duration: 7:31
I discuss why Tesla had to do a complete rewrite of FSD and more importantly, why it should allow them to improve faster and potentially solve autonomous driving.Narrow Driving Intelligence (NDI) is an approach to autono…