Why Tesla AI is STILL Underrated w/ John Gibbs (Ep. 352)

I’m joined by John Gibbs, aka Dr. Know-it-all, as we discuss Tesla AI, FSD, Robotaxi, Dojo, AI Day, Tesla Bot, AGI, and the future of AI. Dr. Know-it-all on Twitter: https://twitter.com/DrKnowItAll16 @DrKnowitallKnowsitall on Youtube: https://www.youtube.com/DrKnowItAllKnowsItAll Timestamps: 00:00 - Introduction 01:00 - John Gibbs background and interest in Tesla, TSL 06:50 - Impressions with Tesla FSD Beta 09:00 - Timing of Tesla FSD Level 4 12:25 - Timeline for Tesla Robotaxi 19:15 - Human + FSD raising bar 24:15 - Will Waymo and Cruise need to ditch Lidar and copy Tesla? 32:30 - Lidar vs neural nets and vision 36:30 - Tesla trial and error 38:25 - Tesla's transformation from an auto company to an AI company 43:30 - Institutions vs private sector in AI 48:25 - OpenAI and need for compute power, consolidation of AI powers 55:35 - Other major applications for Tesla AI 1:03:00 - Pros and cons of technology 1:07:21 - 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 💁🏻‍♂️ 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/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338 Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Subscribe to Dave Lee on Investing on Soundwise