The huge market of AI has opened up,
Let’s compare it to the discovery of a gold mine in California. Millions flock to this gold mine in the 21st century, just like in the 19th century.
Those who now know what happened at the time know that selling shovels and picks is much more expensive than digging gold in gold mines. So rather than investing money on sweaty miners for developing AI, they push money to companies that are selling shovels to them.
It’s Nvidia. Nvidia has a near monopoly on shovels and picks in this California gold mining business, just like people’s Esang. This is because only this company is making forklanes right now. Just by looking at the accounting books, it’s clear how much monopoly profit this company enjoys.
Companies that have bought forklains from Nvidia are working hard to develop AI. Every month, new AI models are being announced every day. Miners are definitely flocking to gold mines, and these miners are spending all their money to buy Nvidia’s forklains.
There is only one concern about this beautiful landscape.
It means that the crack won’t come out.
I heard that a lot of people are working hard to develop AI and new models will be released. That’s why people use it a lot?
But that doesn’t make money. Then it’s not gold. It’s just gold-like iron ore.
Not yet, but there is a saying that gold will be found soon. Of course, it could happen. But it’s clear that not yet. I’ve already bought a ton of forklains from Nvidia, but they haven’t cracked yet.
Let’s check this out in numbers.
What would be the annual sales of OpenAI, famous for ChatGPT?
In 2023, sales were 2.2 trillion won, and sales are expected to exceed 4.6 trillion won this year. Sales growth is good, but…
This is not a bargain. This is the very open AI that has overwhelming recognition, market share, and sales in the AI industry.
What about Tesla, another AI powerhouse? Tesla has such a massive AI powerhouse, but it’s not selling as much as it did last year. It’s not the first, it’s not the second, it’s a whopping fourth in the Chinese market, which sells 60 percent of the world’s electric cars. Tesla’s sales should be about 20 percent, compared to BYD, the first. BYD sells 320,000 units a month, and Tesla sells 80,000
Tesla wants to see him as an AI company rather than an automobile company. It’s my freedom to say how I look at the company, just as it is my freedom to see it.
I see Tesla as an ‘automobile company.’ Because the sales of cars are overwhelming. Then it’s an automobile company. If AI sales become overwhelming in the future, you will see it as an AI company then.
Tesla has an FSD system that is highly praised by automakers and tech YouTubers all over the world. I heard that you can drive autonomously with enormous performance…
How many people are buying this good FSD. If it’s that good, wouldn’t everyone buy it?
But…
Tesla doesn’t even disclose the adoption rate of this FSD, which analysts can infer is a really poor adoption rate from data. It doesn’t even want to pay $100 a month. Not long ago, Tesla released FSD for free for a month to all models, but after a month, I saw how much they paid for it… Some statistics said it was 2%. Elon Musk didn’t disclose the number, just saying it was more than 2%. So 3%??
It is said that people will be enthusiastic if self-driving comes out, but they are just enthusiastic about words and not enthusiastic about wallets.
It’s been more than 10 years since I heard the perfect story of self-driving. The self-driving car, which is expected to come out in the next 2-3 years, has not yet been completed. If you look closely on YouTube, there are also stories of Americans’ experiences that they almost died from FSD.
So Tesla isn’t making money “so far” from AI either. But “now” it’s not even making money from a car.
In the future, Tesla is likely to maintain its overwhelming dominance in the autonomous driving field. However, that is not enough. It makes sense only when people buy it. In other words, a price of $100 a month or $10,000 a lifetime cannot be persuaded.
If OpenAI and Tesla have this kind of sales, the rest of the company’s sales will be no different.
So people came to California, where a huge gold mine was buried, and they were busy buying shovels and picks, but people are not buying the gold they dug there.
A total of 80% of people in Korea know GhatGPT, but 10% of people use it now. 70% of people don’t even know, but they gave up using it. So do I.
I know well about doing things and doing things with artificial intelligence.
But if you ask me to pay 20,000 won a month to do that, I won’t do it.
This means that most people cannot find the value of 20,000 won per month.
I understand well that it’s technically excellent. (No, I just admit it because I don’t know it even if I hear it.) But to say that good AI doesn’t sell like this means that it’s actually not good.
In fact, I’m getting tired of Generative AI’s chatbot blah. If you just translate well in English or Japanese, that’s enough.
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