I am trying to be lazy in studying because I have a lot of busy things and headache these days.
Technology trends and innovation stories of tech giants changing day by day…
The three-dimensionality of convergence is becoming more and more difficult to follow. The mobility area is the area I should focus on the most, but the other areas I need to study to understand mobility are getting too broad. There are also too many companies to see, such as Nvidia, Tesla, Google, Qualcomm, Intel, Huawei, BYD, LG Ensol, and CATL.
Investors who expected the Model 2 to create an EV sensation in the B segment market were disappointed by Tesla’s strategy change (which the existing factory produces the Robotaxi first in a way other than the Unboxed Process). This is also the reason why the stock price has also fallen significantly. However, production by the new method must be unmanned by robotics. It is not a matter of just clicking a factory. Rather, it should be seen that the existing factory utilization plan has emerged because time is running out. BYD’s $9700 Seagull price is almost at the level of violence. No company can make an electric vehicle at this price. The price gap with BYD is insurmountable because Model 2 also aimed to sell $25,000 at the cost of $17,000.
That’s why Tesla rapidly shifted the phase from EV to AV. No matter how cost-effective the feature phone was, it could not beat the power of the smartphone… I think that’s the direction Elon Musk is aiming for. The FSD negotiation (?) with China was also achieved due to the change of phase despite the risks. If only Chinese data with more than 1.5 million units (inundated with sudden variables) can be learned with Dojo computer data engine, a large number of Edge cases rarely found in the United States will be found.
China’s traffic conditions are all too well known. First of all, traffic flow is twisted due to a large number of cars, and unlike in the United States, it is a very harsh environment, such as reverse bicycle driving, pedestrian jaywalking, car intervention, Didi Chuxing, or taxi-rattling. Roads are very complicated or inadequate in old cities or provinces. A wide variety of cases can be extracted from the data perspective.
Tesla gave a scary forecast for its first-quarter earnings call. It hit 1.2 billion miles (1.92 billion kilometers) shortly after surpassing 1 billion miles (1.6 billion kilometers) of data in April. This is the acceleration formed after lowering the price to a free month of FSD use and a $99 monthly subscription fee. If Chinese data is added to this, the data could reach 25 to 3 billion miles (40.48 billion kilometers) by August. This is incomparable to the 90 million kilometers recorded by China’s Baidu Apollo.
In order to digest this huge amount of data, it has announced that it will increase Nvidia’s H100 to 85,000 units by the end of the year. The price of the H100 is currently just over 60 million won in won. If 40,000 more are purchased by the end of the year, this alone amounts to 2.4 trillion won. 2 trillion won is enough to build two factories with 300,000 units of Capacity based on Hyundai Motor. It is a huge investment. It means that it will have astronomical data and a data center.
Elon Musk’s concept of time is also characterized by internal management. It sets an unachievable time and whips it to achieve it somehow. The nature of the homework given to internal engineers is greater than that of investors. So, in hindsight, you achieve your goal. So when I look at Tesla, I try to look in the direction more than the time.
The gap with latecomers of autonomous driving is getting wider. If autonomous driving is successful and robo-taxi is in operation, the fruit will be given to companies that can invest money and continue to take risks (because there are too many companies that have fallen out). Companies that have given up will definitely buy and use the system.
He said that the sincere will to self-driving on Automobile Day depends on how much sweat and effort we put into securing data and investing in data centers. I think Korean cars have really fast speed and authenticity in making hardware. This was possible because of the passion of engineers in EV, HEV, PHEV, and FCEV. Even when looking at competitors, it is difficult to find a company with such a sense of balance in all fields.
However, the autonomous driving sector is the area where old-fashioned sentiment does not disappear. Rich cash flow in the context of abnormal exchange rates and HEVs… This money must be invested in internalizing autonomous driving. We must demonstrate the fast of ‘fast’ following here once again.