A lot of people are now saying Tesla’s Narrative to Korea is similar to 2018-2019, and I agree. If you look at the stock price, I’m not a short hitter anyway, so I often compare these lines to the past just to see the market mood and trend of Tesla stock, Figure 1 is from…

Jan LeCun “There’s no point studying LLM… but instead focus on next generation AI”(*I think it’s a good read because other arguments against it are also included.) Jan LeCun, chief AI scientist at Meta, said, “Students who dream of becoming future AI developers should not study LLM.” Instead, we should focus on next-generation models. “LLM…

What kind of functions will the robotaxi come out with? $TSLA

[99.7%] Solar (PV) power generation is rapidly expanding in the United States, and it is overwhelming other power sources in the speed of expansion. The U.S. power generation market is undergoing major changes due to reasons such as IRA effects, solar panel price cuts, ESS price cuts that complement intermittence, and increased natural gas price…

[100% renewable energy grid] Whether electricity grids powered by 100% renewable energy are visions or fantasies of the future is a long-standing debate. With 52 million users in Korea with a demand of 100 GW or more, it is difficult to answer easily. It is technically complex and economically/policy-wise. What’s interesting is that there are…