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What E2E Needs 1. AI Computing 2. Data 3. Manpower 4. Platform (Vehicle, Chipset, etc.)

Currently, legacy automakers have not completed any of the above four to start E2E.

Even if you bring NVIDIA’s chipset for autonomous driving and use it, you still have a long way to go before achieving full-scale SDV.

Even for data that is the core of E2E, data cannot be stacked without a platform.

There’s no point advertising that you just ran miles of self-driving without building up data.

We’ll slowly see a line of companies waiting to license FSD, just as we’ve seen CCS standardize chargers to NACS in North America. #TSLA #FSD #ROBOTAXI

If anyone could easily implement it, would it be worth it?
How it doesn’t exist in the world yet because it can’t be easily shown!
If you break that difficulty and truly appear, the value can converge to infinity, which no one can follow! I’ll continue to believe it even if it’s noisy around me!!

“As these things become less and less important, I’m going to delete the parts that I don’t need. Let’s say you’re building a car two years from now that doesn’t have a steering wheel or a dead wheel. If you need to shorten this time, you can easily delete parts at any time. Maybe in the long run, we’ll have a robotaxi without a steering wheel in three years, and maybe we’ll have a car under $25000.”

– 2019년 Tesla Autonomy Day
4/19
05:59
[Mexico limits incentives for Chinese automakers]

Mexican officials:
“We will no longer put cheap public land or tax breaks on the table for investment in electric vehicle production.”

Currently, Mexican imports made from Chinese components pay only 2.5% tariffs under the U.S.-Mexico-Canada Agreement (USMCA).

-To prevent Chinese companies from using Mexico as a back door to entering the U.S. market, avoiding high tariffs of 27.5%.

The U.S. is putting enormous pressure on Mexico and is trying to close loopholes that Chinese car brands can exploit.
There are about 20 Chinese car brands in Mexico.
However, no Chinese car brand has established a manufacturing facility in Mexico.
x.com/GuyDealership/…
📸: Tesla News Today

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