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Prikvačeni tweet
#Autonomous cars are coming sooner than you think. Don't just take my word for it, listen to@elonmusk on the latest@ARKInvest#FYIpodcast. Thanks again for sitting down with@CathieDWood and me! https://ark-invest.com/research/podcast/elon-musk-podcast …pic.twitter.com/VCpXloV0FE
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Check out our latest thoughts on
$TSLAhttps://twitter.com/skorusARK/status/1223390181555888129 …
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Flying pizzas! Coming in hot! My latest research
https://twitter.com/ARKInvest/status/1223375417069002753 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Really looking forward to thishttps://twitter.com/thirdrowtesla/status/1222937185294282753 …
1:18Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
And VW seems to be appropriately freaking out about this as it aggressively pursues EVs in a Tesla-like verticalization strategyhttps://www.reuters.com/article/us-guoxan-m-a-volkswagen-exclusive/exclusive-volkswagen-to-buy-20-of-chinese-battery-maker-guoxuan-amid-electric-push-sources-idUSKBN1ZG0EK …
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European autos seem to be the most in trouble. The US and China have more aggressively pursued autonomous driving and electric cars. Seems like Europe will see the first wave of consolidation and company failure.https://europe.autonews.com/automakers/germany-plans-aid-struggling-auto-industry …
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VW's CEO is right. Traditional automakers need to act fast as the industry moves toward all electric, autonomous cars. Cutting fuel cell investment and focusing on battery electric is a good move. https://www.reuters.com/article/us-volkswagen-strategy-diess/vw-ceo-says-carmaker-faces-same-fate-as-nokia-without-urgent-reforms-idUSKBN1ZF1OB …pic.twitter.com/q8dPorF9p0
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Tasha Keeney proslijedio/la je Tweet
"What's really interesting, is we think this is really the turning point where people are starting to realize that
$TSLA really has an advantage, other auto companies just aren't catching up, & we're excited for it." Full convo with@TashaArk here
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Tesla has access to more data in a single day than Waymo has in its entire library.https://fortune.com/2020/01/07/googles-waymo-reaches-20-million-miles-of-autonomous-driving/ …
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Traditional autos can't catch a break. (And likely won't, autonomous electric should continue to be a challenge and consolidation seems inevitable.)https://seekingalpha.com/news/3529531-auto-sector-hits-skids?utm_medium=email&utm_source=seeking_alpha#email_link …
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Seems like this won't be the last.https://www.nytimes.com/2019/12/10/business/softbank-wag.html …
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3/ And driverless is still very hard, as Waymo has learned. Waymo one riders still all have NDAs and vehicles need to be chaperoned before entering the geofenced area. Non geofenced autonomous will still be a huge challenge, but there is a clear data benefit to going big.
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2/ Notice Waymo is operating in a 50 mile block. Autopilot works on different continents. Tesla has access to billions of miles of data vs. millions at Waymo.https://www.theverge.com/2019/12/9/21000085/waymo-fully-driverless-car-self-driving-ride-hail-service-phoenix-arizona …
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1/ I'm sure many will look at this and say 'Autopilot is too dangerous!'. While there is driver error risk in sharing some tasks with a machine, this testing method is the reason that Tesla has a massive, much more diverse data library than competitors. https://finance.yahoo.com/news/tesla-autopilot-rear-ends-parked-171756554.html …
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Drone delivery could solve this! Shrink the delivery window to 30 minutes and have fewer packages waiting around.https://twitter.com/morganhousel/status/1201823691534929925 …
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Tasha Keeney proslijedio/la je Tweet
Ford: brings on ~100 different executives, a team of hip-hop dancers, an electronic mustang sculpture, Idris frickin' Elba, scripted to the millimeter Musk: doesn't even look through the slides beforehand, demos the indestructible glass by breaking it, rushes through everythingpic.twitter.com/URVwYTOXFs
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Tasha Keeney proslijedio/la je Tweet
Well
@elonmusk certainly got everyone's attention Announcement day cybertruck search volume seems to be on par with announcement day Model 3 search volume. And the searches seem to be coming from the customers that they're targeting...pic.twitter.com/o0SuqutoG5
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Tasha Keeney proslijedio/la je Tweet
Great perspective from
@ro_gupta in this pod. That AV localization remains a challenge, with pace of progress relatively slower than on perception, was a particularly interesting nuance. The mapping layer is a fascinating slice of the future value chain. Worth a listen.https://twitter.com/ARKInvest/status/1197224208889200641 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I honestly first read this as "Hypothetical Illusion" which makes a lot more sense.
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