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

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 Social 🐦 Twitter   / heydave7   🎧 Apple Podcast: https://podcasts.apple.com/us/podcast... 🎙️Spotify https://open.spotify.com/show/2iin015... 📸 Instagram   / heydave7   Dave Lee on Parenting,    / @daveleeonlife7659   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, LMND, SQ, 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/mk... Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threa... #Tesla #TSLA #AI