Tesla Split, Karpathy, FSD, Bot w/ James Douma #29 (Ep. 571)

I’m joined by James Douma for my first in-person interview as we discuss Tesla FSD, competition, Andrej Karpathy, FLIR, Tesla humanoid robot, free speech/censorship and more. 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 01:03 - Tesla stock split 06:33 - Tesla profitability with Model Y 08:17 - Andrej Karpathy sabbatical 16:15 - Role of Andrej Karpathy at Tesla AI, FSD 31:57 - Elon Musk pace 34:36 - Sandy Munro take on FLIR, thermal infrared cameras 42:04 - Comma.ai, Waymo, Cruise 54:12 - Tesla FSD progress, ie., speed sign recognition 59:46 - Moment vs gradual FSD/Robotaxi release 1:05:30 - Alpha build of Tesla FSD that Elon Musk drives 1:08:14 - Training Tesla FSD for new markets like Canada, etc. 1:11:34 - Will Tesla FSD ever work in India 1:16:12 - Risk of top talent leaving Tesla? 1:20:42 - Limited volume production of Tesla Bot by end of 2023? 1:27:12 - Free speech, Twitter, censorship 1:45:56 - In-person interview vs remote interview 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