Tesla AI Day, Dojo, Bot w/ ARK Analysts Will Summerlin & Frank Downing

I'm joined by ARK Invest Analysts Will Summerlin (AI, SaaS) and Frank Downing (Crypto, Cloud Computing) to discuss Tesla's AI Day, Dojo supercomputer, Tesla Bot, and other implications for Tesla, TSLA. Will Summerlin on Twitter: https://twitter.com/summerlinARK Frank Downing on Twitter: https://twitter.com/downingARK Ark Invest: https://ark-invest.com @ARKInvest2015 Cathie Wood on Twitter: https://twitter.com/CathieDWood Check out my previous interviews with Will Summerlin: Tesla is an AI Company, https://youtu.be/t6OZvp6ZXdk How to invest in the AI Revolution, https://youtu.be/Cv5o-6uR_rc Timestamps: 00:00 Introductions 01:00 Which out of all the Tesla days were your favorite? 2:08 In your opinion how is the progress of Tesla thus far? 04:50 Any thoughts on them executing on their vision that they set forth during autonomy day? 06:45 Bigger picture, what is the key of them showing off? Ownership of hardware and software. 07:47 Was there anything in AI day that impressed you? Memory models and 3D vectoring. 09:06 In layman’s terms can you explain dojo and how impressive this is? 10:35 Integrating software and hardware. Tesla is not interested in third parties, will it be worth making everything in house? 15:00 Tesla is becoming a cash cow and funneling it in to R&D and not dividends what are your thoughts on the reinvestment? 18:00 Tesla is developing a synthetic brain? But don’t they have so much competition like Boston dynamics? Are they already a leader in robotics? 23:50 what is the timeline for the Tesla Bot? 26:14 do you think Tesla will take that role of making robots safe? 28:07 Do you think Tesla can be the leader in AGI 33:48 Question about dojo as a service 35:35 The scaling of Dojo just to meet the needs of compute 36:30 The data advantage of Tesla 41:18 Simulation vs real world data 45:19 Do you think the Tesla bot will be feasible over drones or other delivery method? 47:35 Does this move make you more bullish or bearish about Tesla, do you think they are trying too much? 50:00 Angle on crypto and why are you bullish on it? 52:33 Momentum shift of the economy of Defi and blockchain 55:50 Retail investors getting more power and legitimacy 58:15 Palantir and where do you stand on it? 1:02:00 Any other thoughts on AI day 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

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