Dave Lee
@davelee • 630,485 subscribers
Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI.
Videos
Having no steering wheel or pedals in the Cybercab makes a much bigger difference than I expected. In a Waymo or even Model Y robotaxi, you’ve got a steering wheel turning and an empty driver’s seat you can’t sit in. It keeps reminding you that someone/something is missing. In the Cybercab, there’s no reminder that there should be a driver at all. They’ve taken all that stuff away, and you I felt much more relaxed, comfortable and safer. Also, the video-watching (ie., Youtube) experience in the Cybercab is something you just need to experience to understand. For 30 minutes, I almost forgot I was in a car… I think it’s the combination of no driver controls, the huge 22 inch screen, great sound system, spacious interior and being able to lean back and adjust the seats to whatever angle. You start to realize how much of a normal car is designed around the person driving. Once you remove that, the whole experience opens up.
Dave Lee67,573 次观看 • 5 小时前
I think people are seriously underestimating what Cybercab means for Tesla’s future. For the past few years, everyone has been waiting for a smaller, cheaper Tesla to restart growth. And as that car failed to arrive, the assumption became that Tesla had lost its way or abandoned its high-volume ambitions. I think Tesla is laying the foundation for something much bigger. My read is that Elon made a deliberate decision to give up the obvious next product—a cheaper car with a steering wheel—and concentrate the company’s engineering talent on Cybercab and FSD. That takes conviction. You’re walking away from a product people already want, accepting slower growth, and putting enormous pressure on your teams to deliver. But I think Elon understands something that gets overlooked: a large company can have all the talent and resources in the world and still produce mediocre products because its attention is scattered. Remove the backup plan, and suddenly the entire company has to make this work. That kind of urgency can produce extraordinary innovation. And here’s where I think this gets really interesting. Once Tesla proves Cybercab’s software, manufacturing, and vehicle architecture, it can build an entire lineup on that foundation. Small cars. Larger cars. SUVs. All designed around the passenger. All benefiting from simpler systems, fewer parts, and a fundamentally different way of manufacturing. That’s the path I see back to millions more vehicles a year. Cybercab is the first step in that future. The work going into it today could make the vehicles that follow dramatically better and more affordable. Yes, Tesla is paying a price for this decision right now. But I think the focus it creates gives Tesla a much stronger shot at leading the next era of transportation. Five or ten years from now, I suspect we’ll look back at this period and realize how much of Tesla’s future was being built while people were declaring its growth story over. I break down the reasoning and the path ahead in my new video.
Dave Lee224,711 次观看 • 1 天前
I attended Tesla’s Cybercab launch in Austin and spent 2.5+ hours questioning engineers about unboxed manufacturing, the plastic exterior body panels, brake-by-wire, the battery pack, AI5 and more. My takeaway: Cybercab may be Tesla’s most important product since the Model 3. I fit as much info as I could in this video. Hope it's helpful!
Dave Lee357,550 次观看 • 2 天前
This afternoon I picked up a new Nvidia DGX Spark computer with the goal of trying to run Gemma 4 31b (4bit) on it locally as a server. Just 1.5 hours later, it’s working! Using Open WebUI on my MacBook as the interface and it’s connecting to my DGX Spark running as a Gemma 4 server.
Dave Lee140,419 次观看 • 5 个月前
This year has been a trying year for my family. Wife has had to deal with surgery, chemo, and now radiation for stage 3 breast cancer. To help my kids cope and thrive I’m having my kids hit a lot of balls everyday (table tennis and tennis). It’s part distraction but it’s also a way for them to grow in their coordination, reflexes, athleticism, and more. It keeps them positive, active and eager to learn and grow. Focus on the ball and hit it. Hundreds of times everyday. Something good will come out of it. At least that’s my hope.
Dave Lee219,399 次观看 • 1 年前
In this video, I challenge the traditional view that parenting needs to be about rules, punishments, and authority. I believe the authoritative approach is actually counterproductive to raising confident, wise, and independent kids. I dive into why rules create fear and distance between parents and children, and how a coaching and mentoring approach has completely transformed my relationship with my kids. I share the philosophy and details behind this alternative approach and what surprised me the most about the results so far.
Dave Lee68,444 次观看 • 1 年前
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