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
  • Test

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