How big is Tesla’s FSD lead? w/ James Douma (Ep. 618)

I’m joined by James Douma discuss his recent "perfect" FSD Beta drive in California/Oregon, Elon Musk's comments on FSD and TSLA, and thoughts on Tesla competition. James Douma on Twitter, https://twitter.com/jamesdouma James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Timestamps: 00:00 - Introduction 00:45 - Impressions using Starlink 04:30 - James Douma recent FSD Beta experience 09:30 - FSD Beta speed signs 11:11 - Challenge of hairpin turns 15:50 - FSD Beta improvements 18:30 - vs Waymo or Cruise 25:45 - 5 year behind? Or more? 31:50 - Market ignore FSD because of uncertainty 34:30 - Will every car manufacturer have Level 4 in a few years? 36:55 - Autonomous driving for consumer cars vs commercial taxis 45:50 - Elon Musk: Without FSD, Tesla basically worth zero... what does that mean? 51:55 - What kind of humanoid robot prototype will Tesla show at Tesla AI Day 2022? 59:25 - 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 NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me. 💁🏻‍♂️ 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 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 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 #Tesla #TSLA #StocksSubscribe to Dave Lee on Investing on Soundwise