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Details of the unmanned taxi revealed: JP Morgan analysts believe Dojo will truly transform Tesla into a technology company.
JP Morgan's research report: Bullish on Tesla's Dojo supercomputer market prospects, analysts believe it could bring Tesla a market cap increase of up to 500 billion USD.
The report points out that Tesla's Dojo supercomputer could save Tesla up to 6.5 billion USD in costs, accelerate the development of autonomous driving technology and humanoid robots, giving it an 'asymmetric advantage' in the potential 10 trillion USD autonomous driving market.
JP Morgan stated that Dojo is moving Tesla closer to being more like a technology company than simply a car company amidst the debate. JP Morgan's report predicts Tesla's target price will skyrocket from 250 USD to 400 USD in the next 12 months, implying a potential 60% price increase.
This report's bullish view on Tesla stems from Tesla's Dojo supercomputer, believing it holds an 'asymmetric advantage' in the potential 10 trillion USD autonomous driving market. It could bring Tesla a market cap increase of up to 500 billion USD (approximately 3.6 trillion RMB), save Tesla up to 6.5 billion USD in costs, and accelerate the development of autonomous driving technology and humanoid robots.
JP Morgan is very optimistic about the software service value that Dojo can bring to Tesla, laying the foundation for Tesla to follow Apple in being 'good at both hardware and software.' JP Morgan predicts that Tesla's network service business revenue will increase from the previous 157 billion USD to 335 billion USD by 2040. Analyst Adam Jonas stated in the report that Dojo can tap into new potential markets, going far beyond selling cars at fixed prices. By 2040, this sector will account for over 60% of Tesla's core profits, doubling from 2030.
Tesla is actually committed to being an affordable electric vehicle brand, aiming to achieve its future layout through 'scaling up.' This layout is not solely dependent on hardware for revenue but also relies on software, its apps, and autonomous driving capabilities to earn money, which is its main future profit direction.
Dojo will also have an impact on tesla's various businesses. JP Morgan expects the average revenue per tesla user to increase from $100 to $180, taking into account additional revenue from software services. In addition, the ride-sharing business, third-party battery services, and vehicle sales will also benefit from Dojo's enhancement of autonomous driving and software services.
Strikes have a huge impact on car companies. According to the U.S. consulting firm Anderson Economic Group, if strikes against the Big Three continue for 10 days, they will lose nearly $1 billion. In the 40-day strike by the UAW in 2019, only General Motors alone lost $3.6 billion. As traditional car companies actively transition to electric vehicles, this potential strike may be advantageous for tesla. Wedbush analyst Dan Ives stated in a research report that if a strike occurs, tesla will have the opportunity to benefit from competitors' production stoppages.
Analyst Jonas pointed out in a report that investors have long debated whether tesla is a car company or a tech company, we believe tesla embodies both. Dojo means tesla is advancing towards the goal of becoming a true tech company.
Dojo is a supercomputer developed by tesla for training artificial intelligence machine learning and computer vision. Tesla uses videos and data from user vehicles to train this supercomputing system.
In August 2021, tesla unveiled Dojo for the first time at the Tesla AI Day. Musk announced during the company's earnings call that Dojo has started production, used to train artificial intelligence models for autonomous driving cars, considering licensing its FSD hardware and software to other automakers, and plans to invest over $1 billion in Dojo.
Since 2021, tesla has been emphasizing the surprises brought by Dojo supercomputing in AI and autonomous driving. Dojo was designed to process large amounts of video data, accelerate the iteration of tesla's Autopilot and Full Self-Driving (FSD) systems, while providing computing power support for tesla's humanoid robot Optimus. Dojo uses tesla-designed chips and infrastructure, and leverages neural network training with video data from the tesla fleet.
Tesla had previously owned a large supercomputer based on NVIDIA GPUs, one of the world's most powerful supercomputer clusters. The newly self-developed Dojo supercomputer helps tesla reduce its reliance on NVIDIA GPUs.
Musk once stated that the ultimate goal of the Dojo supercomputer is to achieve exaFLOP-level computing power per second, capable of performing hundreds of billions of floating-point operations per second, making it one of the fastest computers in the world. According to this year's release of the global supercomputing Top500 list, only the Oak Ridge National Laboratory's Frontier in the U.S. has reached the hundred billion billion level, surpassing the target of tesla, the Japanese supercomputer Fugaku, ranks second.
Dojo may bring huge value to the autonomous driving business, which is its biggest potential. Jonas wrote in the research report, "If Dojo can help cars 'see' and 'react,' what other markets can be developed? One can imagine any terminal device with a camera and needs to make decisions. He believes that autonomous driving cars have always been considered the mother of all AI projects. Tesla's advanced supercomputing architecture, breaking the new boundaries of custom chips, may allow Tesla to capture a very high market share in this potential $10 trillion market.
$10 trillion refers to the potential annual income of autonomous driving taxis when vehicles truly achieve autonomous driving. Currently, Tesla has planned to invest over $1 billion in the Supercomputer Dojo project, to be completed by the end of 2024. Musk once said that Tesla's market cap is closely related to the level of perfection of its future autonomous driving technology. The potential of autonomous driving technology lies in its very high value, even if only a small part of the technology is implemented, it will create huge returns.
Astute individuals have foresight, while many are ignorant, turning a blind eye, stubbornly defiant, sharp and critical, only adding beauty to the already perfect, how can there be timely help in adversity?
Elon Reeve Musk is an angel sent by God to earth to help solve the problems of clothing, food, housing, and transportation for humanity: new energy - solar energy and solar power generation, assisting humanity in developing clean energy; smart electric vehicles - solving human transportation issues, FSD freeing up some of human labor; SpaceX rockets, brain-computer interface technology, Starlink technology, ... extending outward, can solve many important issues, ...
If the problems of clothing, food, housing, and transportation for humanity are solved, what else do you want to do? Obey and enjoy the blessings.
Being bearish and short-selling Tesla itself is a huge joke, but why is it allowed by God? One is to prevent people from being too proud, and the second is to make people understand that humans are ultimately creatures, not creators, and to fear God. Without the love of God, humans will be very pathetic. Bringing glory to God and benefiting others is the right way in the world, the right way in the world is vicissitudes. Elias has set up a video playback link🔗 related to the viewpoints of this article at the end of this article.
The uninformed masses, including many so-called institutional investment banks on Wall Street, do not understand. Those who only seek immediate gains have short-sightedness.
If the problems of clothing, food, housing, and transportation for humanity are solved, what else do you want to do? Obey and enjoy the blessings.
Being bearish and short-selling Tesla itself is a huge joke, but why is it allowed by God? One is to prevent people from being too proud, and the second is to make people understand that humans are ultimately creatures, not creators, and to fear God. Without the love of God, humans will be very pathetic. Bringing glory to God and benefiting others is the right way in the world, the right way in the world is vicissitudes. Elias has set up a video playback link🔗 related to the viewpoints of this article at the end of this article.
The uninformed masses, including many so-called institutional investment banks on Wall Street, do not understand. Those who only seek immediate gains have short-sightedness.
The end of a straight line is a trap. Funds at the level of large transactions create short-selling traps, allowing new put sellers to chase short positions, and then escape unscathed. This is the essence of the current market situation.
The biggest disadvantage and weakness of short selling are time and inability to withstand sunlight, so short selling is destined to be short-lived ghost.
The biggest advantage of long positions is time. Even if you are in a losing position, you can afford it. If you buy on declines and buy when the market is falling, then you are even more fortunate.
The actions of applied mathematics may not prevent every investment transaction from losses and short-term fluctuations, but they ensure that they can get out of the predicament in the short term and generate floating profits. If luck is a little better and experience is a little richer, profits may come immediately. This short period will vary depending on the market conditions. Why rush? Why not take a moment?
After this almost cruel and relentless decline, Elias' total assets decreased, but he bought and owned more Tesla stocks.
Video playback link 🔗:Tesla 2024: Darkness Before Dawn
Video playback link 🔗:Musk's Industry
Video playback link 🔗:Video - Weibo
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成熟投资者：格局，概率，取舍。没有格局必然急功近利。不计概率会把运气当技术。不懂取舍，有所不为，最后必落入陷阱和圈套。
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夜轻歌 : This is a video from six months ago
Elias Chen OP 夜轻歌 : People are prescient. Most people in the world are ignorant, blind, stubborn and rebellious, sharp and mean. It's just the icing on the cake. How can anyone give me luck in the middle of nowhere?
夜轻歌 Elias Chen OP : My support for Tesla is to only go long, not short![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")