Dave Lee Profile picture
Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI.
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Jan 22 6 tweets 5 min read
I’m very hands-on creating a personalized education for my kids (ages 6 and 9). The approach is constantly changing but here’s the status of what my kids are currently doing. The key is none of these activities are coerced.

CURRENT EDUCATION FOCUS VIA FLOW-STATES:

1). Reading
Frequency: Roughly 2 hours a day.
Method: A selection of over 100 books at a time from a larger collection of 1000s of children’s books, allowing free choice of books and no coerced minimum reading time.
Goal: To cultivate a love for reading/curiosity, enhance knowledge acquisition, understand character interactions, become expert in storytelling, develop a strong command of language, potentially understanding profound nature of language/communication, provide foundation for lifelong learning across many subjects/areas, equip to impact people via effective communication.

2). Piano
Frequency: 1-2 hours a day.
Method: Learning with the SimplyPiano app.
Goal: To grow in brain development, pattern recognition, musical skills, appreciation of profound nature of music/metaphysical.

3). Video Games (Street Fighter, Tetris, Adventure iPad games) and iPad educational apps (reading, math, brain puzzle, etc apps)
Frequency: 1-2 hours per day
Method: Playing a mix of strategic and creative video games, as well as educational iPad apps.
Goal: Develop cognitive decision making and rationale choices in high-intensity, fast-paced, high-amygdala situations to equip with skills of calm decision-making in real life, learn game dynamics/design, learn math/reading/logic skills in enjoyable manner.

4). Hiking
Frequency: 4-5 times a week for one hour each time.
Method: Hiking on nature paths.
Goal: To promote physical fitness, connection with nature/metaphysical, mindfulness/awareness, brain health.

5). Legos and Building
Frequency: Approximately 2 hours a day, three times a week.
Method: Building Lego sets and other building kits.
Goal: To encourage building skills/experience/confidence, creative thinking, spatial reasoning, and problem-solving skills.

6). Singing
Frequency: 30 minutes daily.
Method: Using the SimplySing app for guided singing practice.
Goal: To develop connection with music/metaphysical, develop singing ability for self-expression and influence of others.

7). Paw Patrol TV Episodes
Frequency: 30 minutes per day
Method: Watching episodes of Paw Patrol
Goal: To learn about storytelling, character interaction.

PROPOSED ADDITIONAL FLOW-STATES:

1). Second Language Learning (Spanish and Korean)
Frequency: To be determined.
Method: Interactive methods such as apps, games, or immersion techniques.
Goal: To enhance cognitive flexibility, cultural understanding, and communication skills in multiple languages. Take advantage of pre-puberty window of opportunity for second language acquisition’s impact on brain development.

2). Tennis
Frequency: 2-3x week up to 1 hour each time
Method: Hire private tennis coach or enroll in class
Goal: Get more blood and oxygen flowing to brain and organs to improve brain health and body health, reduce anxiety.

3). Martial Arts and Dance
Frequency: To be determined.
Method: Participation in martial arts or dance classes.
Goal: Increase blood/oxygen to brain/organs, develop spatial awareness, gain skills.

4). Drawing
Frequency: 30-60 minutes daily
Method: Learning to draw through SimplyDrawing app, other app, or classes. Unclear how to reach flow-state with kids.
Goal: Develop skills of drawing/art, encourage brain health.

Note: My kids are not enrolled in a traditional school... but are the sole students of my (and my wife's) school. 😂 Last year for about 3 months my kids got super into a bunch of math iPad game apps and they probably learned a couple years of math in just 3 months by spending 2-3 hours a day on them.

I'm looking for the next avenue to teach them the math they need in a way they'll have fun with.

In the meantime, I'm considering prioritizing learning a second language over math this year. But math is crucial and a foundational skill... it's just that I think my kids have a fairly good grasp of the fundamentals of math for their age.

Mar 3, 2023 7 tweets 2 min read
If Tesla released a van I think it would become an instant hit. I can just imagine all the vanlifers who make it their home. Add solar and Starlink to the roof.

Heat pump already provides heat/cooling.

All you need is to add a water/waste system as an aftermarket add-on and you've got the best camper van ever.
Feb 4, 2023 9 tweets 3 min read
I just took slow-motion video from my iPhone of all my lights in my house and every light had MAJOR flickering (ie., strobe light effect) except two Ikea side table lamps. Will be figuring out how to replace all my other lights with flicker-free ones for the health of my kids. For those curious here's the main light in our living room. 😟
Jan 4, 2023 8 tweets 3 min read
With the help of generative AI, here are several concepts of a Tesla Semi RV.

First up, the Tesla RV Zion edition. Comfortable fits family of 4. Hot or not? Image Next up, Tesla RV Yosemite edition. Full length slide-out. Family of 6. Image
Dec 20, 2022 34 tweets 10 min read
The battle over the mind. That is the great battle of our times. I'm extremely skeptical of the talking points coming from thought leaders of both political extremes - intended to stir emotion/rage/fear.

Greed/ambition fuels seizing power from the other, ultimately spiraling society into decay.
Nov 25, 2022 7 tweets 2 min read
Not enough focus on PRACTICAL development of skills in schools.

Good writing assignment for 5th grade could be: Try to schedule a 5-minute interview with mid-large company CEO by sending 1 email a day for 100 days and making each email better than the previous day's email. A good math assignment for 5th graders could be:

Interview a local store owner and write a summary of their business using mainly math.

Have kids do that 20 times and they'd know more about business than most adults. 🤣
Nov 14, 2022 4 tweets 2 min read
"If you’re over-optimized on a metric, then you end up being just like a foolish AI. You pursue a number without common sense. What actually matters is: are we making the product amazing? If you make the product amazing, people will use it." - @elonmusk "Engineering-driven culture is really just are we advancing the core technology of the product... in the case of Twitter, we’re not shipping hardware. We’re shipping software. So we have to be writing great code that advances the product. It’s very obvious."
Jul 6, 2022 15 tweets 3 min read
Here’s where I agree and disagree with @garyblack00 on the need for Tesla to have a PR team… @garyblack00 First I do prefer that Tesla has a PR team. I think a good PR team can be effective in helping (some) media report more accurately especially if media is needing clarification and is genuinely looking to report a truthful story.
Apr 20, 2022 14 tweets 4 min read
I'll post my notes from the $TSLA Q1 earnings call here and follow up with a video.

Slide #1: Zach Kirkhorn opening remarks. #2: Elon Musk opening remarks
Feb 20, 2022 11 tweets 2 min read
Just wanted to clarify my thinking around when and why I ask people to disclose conflict of interests. My approach and values can be different than others, so hopefully this will avoid misunderstanding in the future. (thread closed to avoid drama) First, obviously it’s overboard to demand disclosure of conflict of interests for anybody and anywhere. People are free to share their opinions and it’s not law in most cases that they share their motivations or their financial interests associated, if any.
Feb 15, 2022 6 tweets 2 min read
CNBC released today a very critical 21-minute video on Tesla's FSD Beta program. It's too bad they let their bias dictate the entire narrative, rather than look at the objective reality of how much FSD Beta has improved over the past year. Also unfortunate that some of the people they featured were seething with vitriol against Tesla. One so-called “expert” is calling for Tesla’s FSD beta program to be regulated like how FDA regulates pharmaceutical drugs. Terrible analogy btw. 🤦🏻‍♂️
Feb 5, 2022 7 tweets 2 min read
“Over time, we think full self-driving will become the most important source of profitability for Tesla. If you run the numbers on robotaxis, it's nutty good from a financial standpoint.”

🧵 @elonmusk arguing the bull case for Tesla FSD on latest $TSLA earnings call... @elonmusk “[When cars are autonomous] you have a car that is operating all the time. You reduce the pain of travel and you reduce the cost of travel so dramatically that there will be a crazy number of cars on the road.”
Jan 29, 2022 7 tweets 2 min read
It’s easy to carry existing bias that makes it extremely difficult to accurately assess what @elonmusk is trying to do with AI robots.

Here’s some questions I ask myself to counter bias while trying to assess this seemingly crazy $TSLA venture of AI robots. @elonmusk My current personal assessment of Tesla’s chances with AI robots is as follows:

1. AI is the most impactful technological trend in the next 10-20 years

2. Companies that find a way to bring massive value with AI will be rewarded greatly
Jan 27, 2022 6 tweets 2 min read
Elon Musk: We’re working on a product that will be larger than the current economy.

Wall Street: Whatever. Sell the stock. I feel like it’s dejavú all over again. Back in 2012 they ridiculed @elonmusk’s 500k cars by 2020 goal. We know how that turned out.

Now they ridicule Optimus as if it will never happen.
Jan 27, 2022 6 tweets 1 min read
We're at a massive turning point in human history with the inevitable emergence of AI-powered robots. Skeptics will say AI-powered robots are many decades away, if even that. But the hardest part of an AI-powered robot is the brain (or the neural nets), and neural nets are progressing at a blistering pace over the past decade.
Jan 26, 2022 4 tweets 1 min read
$TSLA conference call starts in about 10 minutes but here's some initial thoughts based on Tesla's Q4 shareholder letter.

Pros:
$4B adjusted EBITDA
$2.8B operating cash flow minus capex
$2.87 non-GAAP eps if back out one-time $340m Elon payroll tax More pros:
- Over time acceleration of software-related profits
- Austin producing cars right now
- FSD Beta software in 60k cars
- Re-affirmation of multi-year 50% average annual growth in vehicle deliveries
Jan 1, 2022 4 tweets 2 min read
Used car prices are up 34% YOY. When does the madness stop? Image Used cars (up 34%) beat the S&P500 (up 27%) in 2022. 🤷🏻‍♂️
Dec 26, 2021 4 tweets 2 min read
Just surpassed our $250k goal for Afghanistan food relief with 943 donors. Have raised goal to $300k and will keep open until midnight Dec 31.

gofundme.com/f/food-relief-… Just heard from the nonprofit last night and they're saying $250k can provide food for 1,500,000+ meals (3800 families * 5 person/family * 3 meals a day * 30 days).

Every $50k will help an additional ~800 families with a month of food (equaling about 360,000 meals.
Dec 26, 2021 4 tweets 2 min read
What's been your favorite investing/finance email newsletter for 2021?

(My favorite is below.) My favorite investing email newsletter for 2021 is from Guy @coinbureau. He does a great job breaking down what's going on in crypto and his email newsletter shows the hard work his team puts into it.

Latest newsletter:
coinbureau.com/videos/interes…

Signup: guy.coinbureau.com/signup/
Dec 20, 2021 4 tweets 3 min read
4680 battery cell production line at Austin Gigafactory. 😮

@JoeTegtmeyer @ajtourville @JoeTegtmeyer @ajtourville More close-up images from @JoeTegtmeyer

Dec 18, 2021 10 tweets 4 min read
Here are 6 Facebook ads that @SenWarren is running against @elonmusk.

1/ calling Elon a whining baby and scared. @SenWarren @elonmusk 2/ calling Elon a "thin-skinned freeloader"