Aristo Pariadji
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Autonomous Driving
Analysis
June 8, 2017 Notes
Tim Cook=Autonomous Systems in Car
Mother of all AI Projects
McKinsey analysis
Alphabet's Waymo and Fiat; BMW and GM
Apple recalibrating, road test
3 vectors of change
self-driving tech
electric vehicles
ride-hailing
electric: Tesla
Invest in Didi Chu Xing
Mark Cuban= First Trillioner from AI
AI in insurance
Software automates software
Philosophy Major
The Best stocks to buy in this multi-billion market
Car maker vs tech providers
Intel and Mobileye
AAPL's Secret Projects Stuns Investors
Popular disbeiefe vs tech found at every home
residents of Sunnyvale
5000-acre lease
German Newspaper- lab in Berlin: finest mind in German automotive industry
R&D budget: $10B, 50x than iphone
Rex Moore
Tony Fadell, father of iPad,conversation SJ 2008
KPMG:cusp of revolutionary change
Forbes: $2T sales and more market cap
This devices=data guzzler
Job's problem: trillions bytes of data pouring in, changing in real time, requiring rapid responses
computing power to process much data: mind-boggling
MIT Prof:This tech beyond capability of computer science
16 years covering tech trends
one company developed revolutionary computing system with enough power
Spring '77
smaller computer, king=IBM
Best investment: Intel
manufacture: IBM, Compaq, H&P, Dell
$5000 intel now $1 million
potential $2Trillion industry
Microsoft '86 and 64,000% gain that followed
AOL&Amazon '90s= 20,000% and 10,000% gain
Project Titan
iPhone apocalypse
What's a car: batteries, computer, motor, mechanical structure
same with iphone: has motor
LIDAR
Money isn't made when everyone owns the tech: somewhere between popular disbelief and when tech found in every home
future cars: computer first with 4 wheels
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