The Emergence of Tesla AI - FSD, Optimus, Dojo w/ James Douma

Описание: I'm joined by James Douma as we discuss TSLA Q4 earnings, Tesla stock price reaction, FSD, Optimus, Tesla competition, demand, FSD licensing and more. Note: sorry for the alert sounds in the background during first 10 minutes... guest turned them off for rest of interview.

James Douma on Twitter,   / jamesdouma  
James Douma on AI playlist,    • James Douma on AI  

Timestamps:
00:00 - Introduction
00:55 - TSLA stock price drop reaction
01:33 - % of net assets are in TSLA
02:25 - Thoughts on TSLA Q4 earnings
13:20 - FSD central to Tesla's mission
15:00 - Elon doubling down on AI
17:15 - Can TSLA 10x from here?
22:00 - Tesla carrying on original mission of OpenAI
30:55 - Can Tesla expand AI beyond FSD and Optimus?
40:05 - Tesla Dojo update
45:55 - Tesla has a 5 year lead in FSD?
49:05 - Tesla's ambition vs competition's risk-aversion
57:30 - Bull case on Elon Musk and Tesla in a few sentences
1:01:30 - Tesla FSD licensing to other OEMs
1:06:10 - How fast is AI progressing?
1:18:08 - Tesla FSD timeline guesses
1:23:00 - Need for better Tesla FSD perception
1:26:25 - Does Tesla need a cheaper car model if FSD keeps adding value?
1:33:01 - Conclusion

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