I chat with Emmet Peppers about Tesla FSD beta 9, FSD monthly subscriptions, Robotaxi timeline expectation, Tesla safety, and various approaches to investing.

Emmet Peppers on Twitter:   / emmetpeppers​  
Emmet Peppers Interview playlist:    • Emmet Peppers Chats  

Timestamps:
00:00 intros and updates
1:20 - first impressions on FSD v9 and insights from Emmet
2:50 - Dave Lee concerns on FSD v9 and going forward
8:48 - timelines for Robotaxis, still bullish or more conservative on timeline?
13:33 - thoughts on monthly subscriptions
18:05 - Does a per mile subscription work better?
19:54 - How to mitigate a FSD crash or death?
24:50 - safety of Tesla’s vehicles
30:20 - Do you add Robotaxis to your value on Tesla
34:45 - Emmet invests using a risk to reward model to a discount to value model

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