Dave Lee
Dave Lee
  • Видео 742
  • Просмотров 39 182 729
FSD v12: Tesla's Autonomous Driving Game-Changer w/ James Douma (Ep. 757)
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, jamesdouma
James Douma on AI playlist, ruclips.net/p/PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Social
🐦 Twitter mobile. heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram heydave7
Dave Lee on Parenting, ruclips.net/channel/UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment s...
Просмотров: 92 545

Видео

Tesla FSD v12.3 - Hits and Misses (Ep. 756)
Просмотров 32 тыс.2 месяца назад
I take to the streets of central/downtown Austin and show some amazing moments where Tesla's FSD Beta v12.3 demonstrating high driving intelligence but also show some moments of hesitation and mistake. Social 🐦 Twitter mobile. heydave7 🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQE...
Tesla FSD v12.3 - First Impressions! (Ep. 755)
Просмотров 70 тыс.2 месяца назад
This morning, I received Tesla's FSD v12.3 software update in my car. If looking for just my impressions, skip to 1:16:45 timestamp. 1. Overall, I’m super impressed. Ride quality is much more human-like than v11 with acceleration, braking and turning all much improved. 2. Smart decisions - overall, v12.3 made better and smarter decisions in challenging situations than v11. Several places where ...
Tesla Q4 Earnings - Key Takeaways (Ep. 754)
Просмотров 69 тыс.3 месяца назад
I discuss thoughts from Tesla’s Q4 2023 earnings report, shareholder letter, and Elon Musk’s comments to investors. Tesla Q4 2023 shareholder letter: digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdf Social 🐦 Twitter mobile. heydave7 🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify open.spotify.com/show/2iin015s0...
Tesla FSD v12: The Quest for General Driving Intelligence (Ep. 753)
Просмотров 64 тыс.3 месяца назад
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 autonomous driving where each unique driving challenge, or edge case, is solved individually with a specific solution or algorithm. However, this approach does not improve the vehicl...
Tesla FSD v12 Rollout - FIRST THOUGHTS! (Ep. 752)
Просмотров 84 тыс.3 месяца назад
I discuss Tesla's Full Self-Driving (FSD) Version 12, a significant rewrite of their driving software, transitioning from rule-based coding to a neural network approach. This new version is a big leap, moving from using specific rules to an end-to-end neural net. I highlight the accomplishments but also note the challenges ahead for the Tesla FSD team. Social 🐦 Twitter mobile. heydav...
Why Tesla’s Optimus Will Surprise (Ep. 751)
Просмотров 75 тыс.3 месяца назад
I discuss the rapid advancement and potential utility of Tesla's Optimus humanoid robot, highlighting its significant progress in hardware and future improvements in AI. I also talk about the robot's ability to learn and adapt to perform various valuable tasks. Dr Know-it-All video: ruclips.net/video/rHGqvR4W3MU/видео.html Social 🐦 Twitter mobile. heydave7 🎧 Apple Podcast: podcasts.a...
Beating Wall Street at Their Own Game (Ep. 750)
Просмотров 37 тыс.3 месяца назад
I discuss a high-risk, high-reward investment strategy focused on recognizing the potential of groundbreaking products before they impact a company's financial statements. Social 🐦 Twitter mobile. heydave7 🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram insta...
The Robots Are Coming... A Billion of Them (Ep. 749)
Просмотров 53 тыс.4 месяца назад
I share my thoughts on the following exchange on X: DavidSHolz: we should be expecting a billion humanoid robots on earth in the 2040s and a hundred billion (mostly alien) robots throughout the solar system in the 2060s Elon Musk: Probably something like that, provided the foundations of civilization are stable Social 🐦 Twitter mobile. heydave7 🎧 Apple Podcast: podcasts.apple.com/us/...
My reaction to Tesla Optimus Bot folding laundry (Ep. 748)
Просмотров 80 тыс.4 месяца назад
I share my thoughts on a video of Tesla's Optimus humanoid robot folding clothes and laundry. Social 🐦 Twitter mobile. heydave7 🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram heydave7 Dave Lee on Parenting, ruclips.net/channel/UCWD9b1BZqi2G2u30...
I went to see Starship Launch (Ep. 743)
Просмотров 37 тыс.6 месяцев назад
SpaceX Starship Launch Flight 2 in person. Social 🐦 Twitter mobile. heydave7 🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram heydave7 Dave Lee on Parenting, ruclips.net/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who mi...
New AI Gadget vs Tesla Humanoid Robot - Who wins? (Ep. 740)
Просмотров 33 тыс.6 месяцев назад
New AI Gadget vs Tesla Humanoid Robot - Who wins? (Ep. 740)
Why Tesla LEADS the Robot Revolution (Ep. 739)
Просмотров 48 тыс.6 месяцев назад
Why Tesla LEADS the Robot Revolution (Ep. 739)
The Truth About Tesla's Q3 Earnings Report (Ep. 738)
Просмотров 92 тыс.7 месяцев назад
The Truth About Tesla's Q3 Earnings Report (Ep. 738)
Tesla Stock: How Sell-side and Buy-side Analysts Influence Your Investment (Ep. 737)
Просмотров 43 тыс.7 месяцев назад
Tesla Stock: How Sell-side and Buy-side Analysts Influence Your Investment (Ep. 737)
Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma #43 (Ep. 736)
Просмотров 125 тыс.8 месяцев назад
Is this Tesla’s ChatGPT Moment? Inside Look at FSD v12 w/ James Douma #43 (Ep. 736)
cancer
Просмотров 169 тыс.9 месяцев назад
cancer
Tesla’s SURPRISE Q2 Earnings Report (Ep. 734)
Просмотров 70 тыс.9 месяцев назад
Tesla’s SURPRISE Q2 Earnings Report (Ep. 734)
Tesla just revealed this SECRET FSD Advantage (Ep. 733)
Просмотров 74 тыс.10 месяцев назад
Tesla just revealed this SECRET FSD Advantage (Ep. 733)
Elon Musk’s SECRET AI Plan - How Tesla Investors Will Benefit (Ep. 732)
Просмотров 110 тыс.11 месяцев назад
Elon Musk’s SECRET AI Plan - How Tesla Investors Will Benefit (Ep. 732)
Can TESLA STOCK do another 10x? (Ep. 731)
Просмотров 90 тыс.11 месяцев назад
Can TESLA STOCK do another 10x? (Ep. 731)
Elon Musk surprises Tesla shareholders - SHOCKING (Ep. 730)
Просмотров 135 тыс.Год назад
Elon Musk surprises Tesla shareholders - SHOCKING (Ep. 730)
Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729)
Просмотров 86 тыс.Год назад
Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729)
Tesla, GPT-4, FSD - AI is a BIG DEAL w/ James Douma #42 (Ep. 728)
Просмотров 95 тыс.Год назад
Tesla, GPT-4, FSD - AI is a BIG DEAL w/ James Douma #42 (Ep. 728)
Tesla's Next 3 Vehicles - Don't tell anyone 😉 (Ep. 727)
Просмотров 84 тыс.Год назад
Tesla's Next 3 Vehicles - Don't tell anyone 😉 (Ep. 727)
This AI Project Changes Everything - w/ GPT4ALL creator (Ep. 726)
Просмотров 78 тыс.Год назад
This AI Project Changes Everything - w/ GPT4ALL creator (Ep. 726)
Google's new ChatGPT competitor REVEALED (Ep. 725)
Просмотров 32 тыс.Год назад
Google's new ChatGPT competitor REVEALED (Ep. 725)
You won’t believe these AI generated photos… (Ep. 724)
Просмотров 55 тыс.Год назад
You won’t believe these AI generated photos… (Ep. 724)
I put GPT-4 to the test (Ep. 723)
Просмотров 307 тыс.Год назад
I put GPT-4 to the test (Ep. 723)
Full Tour of the All-Electric Lightship L1 RV (Ep. 722)
Просмотров 226 тыс.Год назад
Full Tour of the All-Electric Lightship L1 RV (Ep. 722)

Комментарии

  • @mistycloud4455
    @mistycloud4455 19 часов назад

    AGI Will be man's last invention

  • @smith1023
    @smith1023 День назад

    so in 2 years Koguan decided that Elon should not get paid, even though he did what he promised to accomplish. Do you KoGuan, think Tesla will do better wo/ Elon? I thought you understood more, you probably forgot what you said in this interview, or worse

  • @robbery216
    @robbery216 День назад

    This guy voted against reinstating Elon’s comp package!?

  • @user-py7or7zi5k
    @user-py7or7zi5k 3 дня назад

    The human brain is a neural network trained on hundreds of millions of years worth of data. When we learn a skill like driving that's just final touches. It's a drop in the ocean compared to what we have innately that was built by evolution since the first neuron appeared. FSD is starting with virtually nothing and aiming for human level driving ability. It's not surprising that it will require billions of miles in order to get there.

  • @user-py7or7zi5k
    @user-py7or7zi5k 3 дня назад

    Humans are neural networks. How are we able to drive through a challenging edge case that we've never seen before? Are these artificial neural nets capable of doing the same with enough training? We will find out soon enough.

  • @juliewow4504
    @juliewow4504 6 дней назад

    I have seen 2 totals. Was so impressed with the seconds. But the first I was at the wrong age but in retrospect it was awesome. Totally in the middle of a National Wildlife refuge. 😢 second was as a real adult in northern Ga. Awesome so worth it.

  • @thinkindecades
    @thinkindecades 6 дней назад

    Beautiful.

  • @ideapad2092
    @ideapad2092 7 дней назад

    Does Tesla pay you in shares?

  • @patrickschneider2876
    @patrickschneider2876 7 дней назад

    This video is not aging well, under Musk’s leadership X has lost most of its value and the future doesn’t look good.

  • @garyrooksby
    @garyrooksby 9 дней назад

    Great vid.

  • @RawandCookedVegan
    @RawandCookedVegan 10 дней назад

    Nice format Dave with this interview. Great questions, no nonsense as usual. Thanks to you and James for informing us.

  • @MyPapagio
    @MyPapagio 10 дней назад

    Dave, please, STOP saying "yeah, yeah, yeah" over and over again. This is only appropriate in non recorded interviews. Especially the way you say the word and your timing of the word. Can you mute your mic? Very distracting.

  • @nowsc
    @nowsc 11 дней назад

    … hi, Dave, I love your show watch it religiously whenever I see a new one. One thing, one recommendation I might have, is that stream of consciousness question scenario, which you employ, it’s just great, but it’s just too damn long :-)

  • @patricioarteaga1469
    @patricioarteaga1469 13 дней назад

    What is the deal with the Cybertruck FSD?

  • @rlanza1054
    @rlanza1054 13 дней назад

    What are Semi-Trucks going to do? They need level 4 Supercharges? 😊

  • @floydb9100
    @floydb9100 14 дней назад

    Dave lee, need an update with this fed tech. what's going on?!

  • @scheffmann
    @scheffmann 14 дней назад

    I think its a illusion robots will be cheaper to Produce than cars... You just have a fraction of units and they are more complex.. Even bigger is My concern about training Data. You can access vehicle cameras quite easy but would you share your everyday everything? Real bog topic no one talks about at all it seems

  • @sirus312
    @sirus312 14 дней назад

    Ya'll think this will age well?

  • @OCJoker2009
    @OCJoker2009 15 дней назад

    So excited!!!!

  • @jonathannumer5415
    @jonathannumer5415 16 дней назад

    I could never abandon having my own car for a robotaxi, I live pretty far out so if I suddenly decide to hail a robotaxi It would be at least 20 min to 50 min for one to show up, granted for 50% of my trips that would be ok. But for the others that is a pain

    • @jonathannumer5415
      @jonathannumer5415 16 дней назад

      But if I was going to the airport I would definitely summon one

  • @ddextera
    @ddextera 17 дней назад

    JD: At what point do we not let the human drive...I think there's a good chance we're gonna be there this year. DL: Yeah (no facial expression, as if it's a foregone conclusion) -blew my mind @ 46:40

  • @PDVism
    @PDVism 20 дней назад

    2019, robotaxis within a year. 2024..whoa... it might be good enough to keep in the correct lane but do keep ready to take over any millisecond. *facepalm* 4 minutes in and I can't listen to this brown nosing drivel anymore.

  • @user-eb3pi4tv9k
    @user-eb3pi4tv9k 20 дней назад

    Why don’t you just steer it yourself, what’s the big deal re self drive. Yawn.

  • @David-oy6ck
    @David-oy6ck 20 дней назад

    Sharia is complicated.. it’s like super spiritual and definitely not oppressive

  • @timduncan8450
    @timduncan8450 20 дней назад

    I would love to participate in Tesla network of robotaxi but have a thousand questions to discuss. How would a robo taxi handle someone choking or getting sick in the car? Someone making a bad mess in the car? What if it was used for a crime? Many parking lots are huge, will the app be able to handle dropping me at the east end of the purple zone in the xyz parking structure on 5th st? Will passengers tip the robo? During peaks how will Tesla decide if corp or private cars get the plumb routes? Ones that stay busiest, fewest pot holes and road risks, best riders that show up, get in, don’t puke or pass out in the car, etc?

  • @daver465
    @daver465 21 день назад

    125k and interior design like an airplane? Airplanes aren't comfortable. Also surprised they'd show something with holes to the outside and can't get some rubber strips in there. I imagine they are still a far ways off

  • @hunglukenguyen
    @hunglukenguyen 21 день назад

    4D lidar will win! stock AEVA

  • @corresandberg
    @corresandberg 21 день назад

    Hope not Tesla becomes Apple in peoples minds. To me Apple is stagnation, Steve Jobs had to be fired, work outside Apple to see that Linux is superior. Then Apple took him back. So - Tesla is a lot more progressive and with Elon, who is x20 times more brilliant then Jobs. Tesla is in a good place now, and it will be more and better. Just imagine all the stuff needed on Mars. Tesla will do most of it.

  • @corresandberg
    @corresandberg 21 день назад

    ❤ Awesome video. I remember when Dave said - It will take years before Tesla has solved FSD. Dave has always been positive. But that was before v12. So progress is super fast.

  • @kp82727
    @kp82727 23 дня назад

    big fail lmfao

  • @TheFilipinoChannelinU.S
    @TheFilipinoChannelinU.S 23 дня назад

    I do not recommend Lemonade Insurance Company. We paid $3800 a year for home insurance, but our claim for a water pipe burst was denied. #Terrible #homeinsurance

  • @saurabhchandras6945
    @saurabhchandras6945 23 дня назад

    So sorry to hear this. I hope she is doing great now. All the best to you and your family!

  • @user-ef9gn7de8d
    @user-ef9gn7de8d 23 дня назад

    Dave it really looks like you are the one turning the steering wheel 😅

  • @samdavisok
    @samdavisok 24 дня назад

    1:28:00

  • @samdavisok
    @samdavisok 24 дня назад

    1:09:00

  • @bruns.like.spoons9251
    @bruns.like.spoons9251 24 дня назад

    This studio is bad ass

  • @MooseOnEarth
    @MooseOnEarth 25 дней назад

    Dave Lee and James Douma talk about "perception stack", "planning stack", "guardrails", "heuristics", "highway stack" and then mixed over and over with "end to end approach". Dave and James: this does not make sense: where are the "ends" in the "end to end"? Where are the modules with guardrails and heuristics? When are they activated? It would be wise, first to really extract the software structure (what modules, what stacks, what Neural networks, what call graph) from the Autopilot ECU in the different software versions (V12 and its subversions, V11 and its subversions) and hardware versions (Hw3 with front radar and ultrasonics, Hw3 with ultrasonics, Hw3 without ultrasonics, Hw4, Hw4 with front bumper camera), and then to visualize it, and then to talk about it. Otherwise, there is a lot of speculation about the internal structure, and the talk sounds like pseudo-tech intended to keep investors happy. The talk is still interesting but the amount of speculation is tremendous.

  • @loujr9869
    @loujr9869 26 дней назад

    Tesla fan boys who got lucky riding the stock up are going broke riding the stock all the way back down

  • @michaelshih8163
    @michaelshih8163 28 дней назад

    FSD is not going to work, not for at least 5 more years.

    • @sirus312
      @sirus312 27 дней назад

      if at all. Its a pipe dream.

  • @Guest_1138
    @Guest_1138 29 дней назад

    TLDW. But I just drove FSD for the first time and I'm worried. It's not ready at all. I say 5+ years. I actually think the system may be flawed in its design. I don't think the car can see far enough down the road for safety. Can't tell when an off-ramp is backed up, when it's approaching heavy traffic or a right or left turn lane is backed up. Thus trying to avoid the turn lane, but then it's too late to get into the lane and it practically stops on the freeway or street to get into that lane. It also goes too fast on the freeway in situations with tons of traffic. Then again on side streets without one car on the street it was going 15mph down the street. It's so NOT ready. I'm shocked and may sell some stock myself. Elon has promised and promised and missed by year after year and every youtuber doesn't seem to say the obvious. As someone who NEVER drove FSD and doesn't know how it's improved over the long years... it was nerve racking, scary and just dangerous and I had to disengage. But all I hear from RUclipsrs is how improved it is. I'm sorry, that's not relevant. My God all these RUclipsrs keep pumping it up like it's finished and I get my free month FSD test and it's the scariest ride I've had in years!! Elon has delayed this for 5 years and it still need 5 more. When I say flawed, I'm saying that in order for this to work it may have to have more cameras installed or actually Lidar or radar. Because, as I said, I don't think the car can see far enough down the road. But perhaps I'm wrong and it can and just need more data to train. That would be a relief. But if it turns out that FSD needs Lidar? Oh my God! That would be devastating to Musks future, having been so vocal about how Lidar is NOT needed. Yikes I'm worried.

    • @sirus312
      @sirus312 27 дней назад

      there are so many edge cases they haven't planned for. Say a massive storm hits a highway and they freak out. How do you handle that? While other drivers are able to go through. Would be a mess. Its no where near ready, and talk about revenue for tesla?! they are spending too much on it.

  • @janhurter2817
    @janhurter2817 29 дней назад

    It is such a privilege that James shares his huge knowledge on so many subjects with us. Thank you for both of you for being examples of respectful, truthful people to look up to! 😇👏👏👏

  • @legolasng2727
    @legolasng2727 29 дней назад

    Worth listen to twice!

  • @scientificapproach6578
    @scientificapproach6578 29 дней назад

    I suspect Tesla will announce that private owners can join the robotaxi fleet. This will drive massive sales for the Model 3 and Model Y, along with FSD. Even once the robotaxi is built, it will still take several months to calibrate FSD for the new car and one to two years to build out the new robotaxi fleet.

  • @MJ-zo5gb
    @MJ-zo5gb 29 дней назад

    As a test investor, I’m a little afraid Elon is going all in on this Robo taxi. (With no “Model 2”). The tech is great, but it has to be better than a human AND approved by regulators and I see that more like five years out; 2030? Also, if one bad accident happens it could shut down the whole robtaxi system instantly by regulators. What do you think?

    • @sirus312
      @sirus312 27 дней назад

      I think you are an astute investor to be realizing the risks.

  • @sirus312
    @sirus312 Месяц назад

    Tesla Bears were right, this was just a covid stimulus social media pump. Now reality sets in

  • @allanfromm
    @allanfromm Месяц назад

    Regarding robotaxies, until we hit Level 4 or 5 autonomy, just wondering if they could be treated like school busses with traffic having to stop as they are picking up or discharging passengers. Such a model might accelerate their approval for use on city streets, etc.

  • @Dnaesq
    @Dnaesq Месяц назад

    He can say whatever he wants to say to make himself feel better. ‘Not my money…it’s deployed capital…blah blah blah.’ Allowing his portfolio to drop from $18m to $7m is catastrophically foolish. He’s just very very good at believing his own self talk. Hes still rich AF. Good for him. But he’s an idiot.

  • @Jethr001
    @Jethr001 Месяц назад

    Sooo, does this new version (12.4) actually learn from the driver? I found the older versions to be too slow and indecisive (other drivers get annoyed). On one occasion it signal a left turn in the wrong left lane then cuts right into the center lane without a signal….almost an accident (would it be Teslas’ fault?). I just need FSD to drive around a dozen routes the way I’d drive them…yes, I’m willing to teach it!

    • @TheSpartan3669
      @TheSpartan3669 Месяц назад

      No, and I doubt any versions will do that for the foreseeable future. FSD's training is centralized with Tesla and then sent to users as an update. Users do not have any input on training other than the data that was sent (which may or may not be used for the update)

  • @rockinblue978
    @rockinblue978 Месяц назад

    Haha - this worked out well didnt it? 😂

  • @beths1765
    @beths1765 Месяц назад

    Hey fellas, Thank you both for such an amazing pod. Dave - w ould you be able to discuss inference computing prowess in a future pod? Just heard Chamath Palihapatiya interview the Founder of Groq, Jonathon Ross. He claims their "old school" approach to AI inference processing can break the monopoly held by Nvidia. He claimed that Nvidia has a strangle hold on the supply chain, which makes it impossible for any other alternative to compete with the architecture Nvidia uses. Would love you and James to discuss. Thanks for all you do...