Organizing Memos from Recent Studies -Physical Embedded AI market is much larger than existing Cyber/On-device AI market -The traditional autonomous driving method can easily achieve 80% of the functionality with 20% effort. However, continuous improvement is not possible. (Dr. Xinzhou Wu, former head of Xpeng Autonomous Driving Division, 現 Nvidia Autonomous Driving Head) -While autonomous…

Tesla FSD 12.5 Shortages Before updating to 12.5.1 today, I’m trying to record the overall evaluation and shortcomings of 12.5 I’ve used for just 4 days. The 12.5 has upgraded its driving ability to the next level. Now, beyond the skills of an ordinary driver, it has no problem driving a taxi. However, there are…

What if the U.S. cuts interest rates? Figure 1. The YEN CARRY TRADE method is Big Tech LONG and has been carried out as IWM SHORT method. To find out about it, I want to see the correlation between QQQ/IWM and USD/JPY, so please take a look at it carefully. The part where QQQ/IWM and…

Tesla Financial Status After Tesla Q2 Earnings One of the reasons why I like Tesla in the long run is that there’s a lot of expectations, like FSD, Optimus, ROBOTAXI, but there’s actually a set of things to make that happen. If you look at Tesla’s BALANCE SHEET after the earnings announcement, it’s a lot…

Self-Driving Successful Innovators, Tesla News Summary