Tomáš Landovský

Dlouho navrhujeme praktikům v kapitační platbě víc zohlednit prevenci - nejen kontroly, ale i proočkovanost rizikových skupin a účast na screeningu rakoviny. Dnes tato motivace (skoro) neexistuje a prevence je přitom hlavní problém čs. zdravotnictví. /1 seznamzpravy.cz/clanek/domaci-…

You've seen Elon carrying a sink into Twitter to make a visual pun "Let that sink in", now we have a 20' high fork in the road right in front on the newly added section to Gigatexas (credit @JoeTegtmeyer for the drone shot). Why? The newly added section contains Tesla's new multi billion dollar supercomputer that will be used to train autonomous cars and robots. Elon is visually telling us that Tesla, this $700B market cap company, is pivoting away from being an EV manufacturer to being an autonomy manufacturer. I don't think people have truly grasped the implications of this hence Elon's fork in the road and Tesla's 10/10 We Robot event. Let me paint a picture of what the other direction in the road fork would have looked like. After the model 3/Y, Tesla could have decided to turn into the GM of EVs, and broadened out their product line, bringing out traditional SUVs (small, medium and large), and lots of cars in the $40K-$60K price segment. Honestly that's what I expected and hoped they would do too. Many billions of dollars would have been spent building new factories, margins would have been compressed and in the end, you'd be fighting tooth and nail against non-profitable Chinese EV makers. I'll remind you that GM's market cap is $55B vs Tesla's $700B. In Pennsylvania yesterday Elon said that Tesla wouldn't succeed without solving autonomy, and he's looking directly at the market cap disparity when saying that. Sure, Tesla could become the GM of EVs ... and at 1/10th the market cap, no shareholder would call that success. Hence the complete and utter pivot towards autonomy. So what does this bold new path at the road fork look like? Nothing less than reshaping all vehicle transportation. Do not make the mistake of thinking Cybercab is just an Uber/Lyft competitor, nibbling away at their market share. Oh no. This is an obliteration of that market, and then an obliteration of the rest of the vehicle market. That two seater Cybercab is cute and all (and functional, 85% of vehicles drives have 1-2 people in them), but the only thing that matters about it is the price per mile: $0.50/mile. Compared to $2-$3 for Uber. That's market obliteration. The future, as painted during We Robot was one where car ownership isn't a thing anymore. There are so many robotaxis around that hailing one is trivial and convenient. People will literally install wireless car chargers in their now useless driveways just so Cybercabs and Robovans can charge there, ready to be rented out by the homeowner. Robovans will be customized as RVs complete with toilets. Or a mobile office with coffee makers and desks. Driving two hours to a meeting will be productive as you sit at your Robovan desk with a big screen & Starlink Internet. With a robotic taxi, you don't feel rushed loading and unloading your vehicle - there's no driver whose time you are wasting. Teenagers are already not getting driver's licenses (In 1995, about 64% of 16-19 yo teens had their licenses, but by 2021, this number had fallen to under 40%). Currently Uber/Lyft isn't as cheap as owning a car if you drive regularly, but at Cybercab prices, it will be. Tesla has truly chosen a different path, no less dramatic than Apple chose when it pivoted towards handhelds and away from desktop PCs as their core product. If successful, Elon will completely reshape all vehicle transportation (remember Tesla Semi trucks are coming too). I'll expound on more of what that looks like in future posts. Visionary leaders like Elon and Jensen of NVIDIA see things so much earlier than anyone else. Jensen created CUDA in 2006 which enabled researchers to use GPUs to revolutionize AI. And Jobs pivoted Apple towards mobile devices in the early 2000s. Similarly, Tesla's model S had just started its first year of volume production in early 2013 when Elon announced it would have Autopilot. 11 years later, we are just starting to see where this will lead.

@honza_thorovsky S hračkou do města jsem v srpnu dal 7 tisíc kilometrů, v září 4,5 tisíc kilometrů a tento měsíc opět atakuji velké číslo. Enyaq jezdí primárně po dálnicích. Asi dělám něco špatně...