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$Tesla (TSLA.US)$$NVIDIA (NVDA.US)$ something doesn't seem r...
after the shellacking yesterday which was the end result however in the morning it started with euphoria watching Nvidia hit another all-time high only for it to get creamed as well as Tesla I sat back with my kettle One and tonic in hand and started to ponder about what just doesn't seem right about this picture.
I think many people that own Tesla also own Nvidia in which case the vast majority listened to Jensen at CES the other night.
if you watched it you saw him generate amazing images and graphics in real time he said that they only put in 2% input and the result was synthetic data in real time was able to generate these videos there are nothing short of spectacular.
you went on to say that it would have taken an absorbent amount of time to program in and at the AI was able to generate from just this 2% minimalistic amount and I suspect that will be reduced in the future.
he also talked about Tesla and autonomous driving and the deal with Toyota and this is what doesn't seem right to me.
Tesla's advantage is they were what's the term.. it's when you're the first person first event first. you make it happen first so because your first you're able to have a leading edge compared to anybody else you're able to be way ahead of everybody else.. sure somebody knows what I'm talking about I haven't had my coffee yet but let me know what I'm trying to think of.
at any rate back to what doesn't sit well with me
Tesla has all this data and Elon Musk has bragged about it multiple times and he says that this data is what gives him the edge over everybody else and it is in according to him Superior to just using cameras like a venmo that their system is learning and with Blackwell now having video integrated it's going to be able to anticipate respond accordingly it's already Superior to that of a human and it's going to grow parabolically going forward.
and this has been the whole premise of Tesla's autonomous driving
enter what doesn't sit well with me
if in real time Jensen was able to only in put in 2% of data and yet generate these amazing graphic images using synthetic data from AI the gpus then every other automaker can do the same thing.
so every other automaker will be able to use synthetic data program in 2% or if you think about it plant a seed a real data and then the AI is able to generate everything that it's missing in real time.
and since vehicles will be on the road that 2% is going to grow and the AI is going to be able to take the real data and overlap it into the synthetic data.
the end result is Tesla no longer has any advantage
is this too far reaching?
we witnessed it in real time and what Nvidia is developing today is only growing parabolically their technology is evolving parabolically not doubling according to Moore's law.
so synthetic data can be used what that means is every company that's a traditional Auto Company would either command to much higher multiple because now they're able to do the exact same thing as Tesla because there are technology company and not a car company or Tesla multiple crashes and comes down to earth
tell me I'm crazy?
no one's talking about this online certainly none of the bobbleheads none of the analysts not Dan Ives nobody.. is what I'm thinking way too far reaching or is reality staring Us in the face showing us the future fate of Tesla that ultimately it becomes just a car company because synthetic data provides the ability for every other automaker to capture that leading edge that Tesla once had very quickly
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