Tesla Robotaxi Expands!

Tesla Robotaxi Expands!

Author: Dave Lee on Investing July 16, 2025 Duration: 1:36

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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.
Author: Language: English Episodes: 22

Dave Lee on Investing
Podcast Episodes
I rode in Tesla's new Robotaxi - SHOCKING [not-audio_url] [/not-audio_url]

Duration: 40:25
I took 5 rides in Tesla's new Robotaxi network in Austin, Texas today. Was very impressed! Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing…
Tesla's Next Act: Conquering AI Transport and AI Labor [not-audio_url] [/not-audio_url]

Duration: 4:46
Tesla is doing something fascinating. They're using their auto business as a launching pad into two massive adjacent markets: AI transport and AI labor. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcas…
Tesla Shareholders Back Elon Musk - Why It Matters [not-audio_url] [/not-audio_url]

Duration: 3:49
Tesla shareholders overwhelmingly re-approved Elon Musk's 2018 compensation plan and the company's incorporation in Texas at the annual shareholder meeting last week. The vote shows strong support for Musk's leadership a…
How I Plan to Profit From AI [not-audio_url] [/not-audio_url]

Duration: 6:52
AI has the potential to radically increase the value of certain companies by embedding human-level intelligence into products and services. Two key opportunities to profit from this: creating or reinventing products and…
Why Tesla's Robotaxi Lead is a Game-Changer [not-audio_url] [/not-audio_url]

Duration: 8:24
Some investors argue that Tesla's potential robotaxi service should not be included in valuation models because other companies will quickly catch up once Tesla solves unsupervised FSD. However, the ride-hailing market h…
Robotaxi is coming [not-audio_url] [/not-audio_url]

Duration: 10:23
Once Tesla releases their unsupervised Robotaxi platform will adoption be slow or fast?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id149…
Why Being First Matters for Tesla Optimus [not-audio_url] [/not-audio_url]

Duration: 12:32
In this video I want to focus on two specific things. First, the unique position of Tesla to make the best humanoid robot. And number two, why being first matters with humanoid robots.Social🐦 Twitter https://mobile.twitt…
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…