Samlunch
05-29
$Tesla Motors(TSLA)$  


$TSLA Self-Driving Partnership (How could it work?)

• Integration timelines for FSD with partners, particularly Chinese vendors, might expedite, possibly within two years.

• Partnering for FSD integration with other automakers or tech firms might span over three years, covering hardware, software, and data integration.

• Utilizing its advancements in hardware and software, Tesla could offer a distributed inference service similar to AWS, tapping into the computational power of its vehicle fleet.

• Tesla's autonomy approach relies on vision-based systems, simplifying FSD adoption without requiring specialized equipment.

• Licensing FSD entails using Tesla's cameras, inference computer, and software, potentially becoming essential for market competitiveness.

• Tesla's partnership efforts encompass a comprehensive approach covering technical resources, sales, product management, and engineering integration to support OEM partners.

• Tesla's collaboration with NVIDIA underscores its leadership in self-driving technology, potentially impacting its network infrastructure and compute capabilities.


Musk to Build Supercomputer? How Do You View?
Elon Musk recently told investors his artificial intelligence startup xAI is planning to build most powerful AI supercomputer powered by 100,000 Nvidia chips. The AI supercomputer will aim to power the next generation of xAI’s chatbot, Grok. Ark Venture Fund has purchased a partial stake in Musk's artificial intelligence startup xAI. ------------- How do you view? Can Elon Musk catch up with the AI development? Is it a good investment? Does the supercomputer development mean more upside for Nvidia?
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