How big is Tesla’s FSD lead? w/ James Douma

I’m joined by James Douma discuss his recent "perfect" FSD Beta drive in California/Oregon, Elon Musk's comments on FSD and TSLA, and thoughts on Tesla competition.

Timestamps:
00:00 - Introduction
00:45 - Impressions using Starlink
04:30 - James Douma recent FSD Beta experience
09:30 - FSD Beta speed signs
11:11 - Challenge of hairpin turns
15:50 - FSD Beta improvements
18:30 - vs Waymo or Cruise
25:45 - 5 year behind? Or more?
31:50 - Market ignore FSD because of uncertainty
34:30 - Will every car manufacturer have Level 4 in a few years?
36:55 - Autonomous driving for consumer cars vs commercial taxis
45:50 - Elon Musk: Without FSD, Tesla basically worth zero... what does that mean?
51:55 - What kind of humanoid robot prototype will Tesla show at Tesla AI Day 2022?
59:25 - Conclusion

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💁🏻‍♂️ 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 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.

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[davemartin]

I used to live midway along the 128 stretch between Cloverdale and the coast and FSD circa mid-2021 would try to kill you dozens of times along the route, so an intervention-free drive is a *massive* accomplishment! Congratulations FSD team!

[maplelegacyproject]

Really like watching James Douma on the show. Keep up the great videos Dave!

[mhfs]

Love, love, love James’ enthusiasm. Especially coming from him. So bummed, not having FSD in the Netherlands.

[FHHOOKS]

Thanks Dave & James. I always look forward to and love these interviews with James. I find that my thoughts on Tesla align with both of you in many ways. Also James's enthusiasm for technology and deep knowledge of this subject always impresses me.

[coreycoddington]

It's been a while since we've heard some wisdom from you James great to have you back!!

[TeslaFSDStudent]

I had experienced so many similar feelings during my FSD testing as James mentioned in this video.

I'm planning soon to have a road trip about it 190 mi (300km) purely on FSD no highways whatsoever. I am very excited about it and waiting for the results.

[DrKnowitallKnows]

Another incredible chat with James. Thanks to both of you for the outstanding information. James, congrats on your drive!

[ShinkaTV]

I think James is my favorite Dave Lee guest - and that's a deep well of awesome people.

[r.a.monigold]

You two should have a FSD show together - James drives. Dave reports. Like FSDJ - Fun Stuff from Dave and James - FSDJ. Just thinking through a keyboard...
No kidding - great show and I thank both of you for sharing - big WIN for everyone.

[alexneshmonin]

Thank you guys for your input on FSD - it's invaluable as always! I consider myself a very determined person, but the amount of confidence boost I get in FSD after such interview really surprises me. Thank you 👍

[DominicDSouza]

So grateful to Dave and James for these sessions. Thank you so much!

[becko]

I could listen to James talk about FSD/Bots for hours. Thanks for doing these.

[OlMossBack]

Having lived in Cupertino and having parents living on the southern Oregon coast I have made the trip that James described dozens of times and found it easy to follow his descriptions. The turns are tight and the trees are close to the road. As FSD gets better we might take the trip again just to marvel at how good it is and…sip a few wines

[davidkendall]

Thanks again for having James Douma on. He is so refreshing and worthwhile to listen to. He makes me so very exciting to have TSLA stock going forward. I recently got approved for FSD beta and am looking forward to evaluating FSD in my 2022 MSLR.

[endeuinable]

It's great to hear the latest feedback about FSD progress from James. This is incredibly valuable - thanks Dave for sharing the content and for getting him back on the podcast regularly.

[ericdelevinquiere]

Refreshing to have someone that actually understands what’s going on going through the FSD experience.

[fgabrieltomas]

Appreciate the interview and listening to James

[pazznecht]

What a team. Dave and James.
Super nice human beings.
Greetings from the Czech Republic.

[GrantHodgsonWnNZ]

I love hearing your reasoned, mature conversations, very agreeable and insightful

[Jaesais]

Just stumbled on to you recently, I must say I love the way you break things down. Been binge listening on Spotify your podcast backlog and thoroughly keeps me smiling while I work. 😄👍🏽