저자: ChamathPalihapitiya · 외국인
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엔비디아 GPU가 테슬라 FSD 및 AI 플랫폼 개발의 핵심이며, 향후 수년간 오픈소스화로 수백 개 신규 기업이 등장할 것이라는 주장. 현재 자본 지출의 과실은 빅테크(테슬라 포함)에 집중되어 있으나 성과는 향후 몇 년에 걸쳐 나타날 것으로 봄. 영상 후반부는 테슬라 로보택시 API 코드에서 발견된 승객 평점 및 게스트 모드 기능 소개로 주가 예측은 없음.
다듬은 글
my perspective is that a lot of the money that Nvidia makes today is going to be money well spent because it'll be going to the big guys big Tech Plus Tesla they are then going to create some really foundational platform Technologies with it whether it's Dogo whether it's FSD or whether it's the full platform inside of Tesla that is the cameras plus the inference plus the training for all forms of physical world interaction whether it's l M2 and all of that stuff will be given away I think open source quasy freed to the ecosystem over the next few years and I think that will be a really important moment which will create hundreds of new companies doing really clever and cool things so we haven't yet seen the big breakout company yet and so I think that right now most of this kex is going to the big guys but the dividends of all the work that these big guys are doing will be seen over the next few years Tesla the renowned Pioneer in electric vehicle EV technology has consistent been at the Forefront of disruptive innovation now the company is on the verge of another Monumental breakthrough fully autonomous driving FSD this ambitious Leap Forward is being powered by a strategic partnership with Nvidia the global leader in graphics processing units gpus these Advanced gpus are not only catalyzing the development of Tesla's FST technology but are also fueling a multitude of Aid driven initiatives within the company ways to reshape both the automotive and artificial intelligence AI Industries the journey towards fully autonomous driving demands extraordinary computational capabilities the vehicles must process vast amounts of data from sensors and cameras in real time make instantaneous decisions and navigate complex environments with precision and safety traditional central processing units CPUs though capable in many respects are not optimized for the parallel processing tasks essential for AI this is where GPU us with their unique architecture come into play gpus are intrinsically designed to handle the extensive Matrix calculations fundamental to deep learning algorithms which form the backbone of FSD nvidia's GPU is acclaimed for their unmatched performance and efficiency have become the industry standard in AI research and development by integrating vidia's state-of-the-art GPU technology Tesla can expedite the training of its FSD models iterate more rapidly and potentially introduce FSD to the market much sooner than initially anticipated despite the critical role of nvidia's gpus in Tesla's AI strategy the company is not limiting itself to off-the-shelf Solutions Tesla is currently developing a custombuilt AI supercomputer known as Doo this supercomputer is tailored specifically to meet the unique demands of FSD training focusing on optimizing performance while minimizing energy consumption nvidia's gpus are integral to Doo's architecture a supercomputer harnesses an extensive array of Nvidia gpus to create a colossal parallel processing environment capable of processing FSD data at unprecedented speeds this sophisticated Hardware software Synergy allows Tesla to push the boundaries of AI training and development thereby accelerating its Journey towards achieving FSD while FSD stands as the most prominent AI application at Tesla the company is also leveraging vidia's gpus for other Aid driven projects for instance Tesla is developing Advanced Driver assistance systems ads that employ AI to enhance safety and convenience features in its Vehicles these systems can detect and respond to potential hazards assist with Lane keeping and parking and even anticipate driver intentions Beyond Automotive applications Tesla is exploring ai's potential in optimizing manufacturing processes managing Supply chains and improving customer service by integrating AI across its operations Tesla aims to boost efficiency cut costs and deliver a more seamless customer experience nvidia's gpus are a crucial enabler of this expansive AI ecosystem providing the computational muscle needed to power Tesla's ambitious objectives the partnership between Tesla and Nvidia is set to significantly influence the future of transportation and AI by speeding up the development of FSD Tesla is Paving the way for a future where transportation is safer more efficient and more accessible to all this transformation is likely to disrupt traditional automotive industry models and open new avenues for Innovation moreover Tesla's substantial investment in AI research and development driven by nvidia's GPU promises to have wide ranging effects beyond the automotive sector the advancements in AI training and deployment could spur breakthroughs in other domains such as health care finance and Robotics the collaboration between Tesla and Nvidia epitomizes the power of strategic Partnerships and the transformative potential of AI by harnessing the capabilities of nvidia's gpus tesl is not only advancing the Frontier of autonomous driving but also building a comprehensive AI ecosystem with the potential to revolutionize various Industries as Tesla relentlessly pursues FSD and other Aid driven Endeavors Nvidia remains a pivotal partner together these two trailblazing companies are shaping the future of transportation and AI ushering in a new era of innovation and progress the path ahead may be challenging but with the combined expertise and vision of Tesla Nvidia the destination is becoming increasingly clear and attainable and now we come to the latest Tesla news Tesla is prepping its API for the future Robo taxi with two new features that were found within the coding Tesla's Robo taxi unveiling event is set for August 8th and people are still curious as to what the automaker is planning to bring to the table we know it will be built upon Tesla's next gen platform which will enable more streamlined Manufacturing and preparation for growth in both production and deliveries however we are now seeing Tesla round out what will likely be a ride sharing service similar to Uber or lift with features like passenger ratings and a guest mode which will limit features available to those who are just borrowing the vehicle Rider quality score Tesla will Implement a rider quality score that will allow people to see how you treat the vehicle as a passenger Yuber and Lyft both implemented this years ago so that drivers could decline certain people from rides if you're loud or obnoxious or damage things inside the car your score will go down this will keep Riders on their best behavior and could eliminate things like theft or vandalism inside the car it makes sense that Tesla would use this to potentially control some Rider behaviors we all know there are some people you probably wouldn't want in your Robo taxi guest mode according to not a Tesla app Tesla will also tie in a guest mode that is similar to valet mode this will prevent certain features from being available valet mode allows for anything from glove box restrictions to speed limitations it will be interesting to see what else Tesla wants to limit with the robo taxi rollout I'd love to hear from you if you have any comments concerns or questions
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