Interessanter Artikel, warum Tesla einen Vorteil in der Prädiktion des Kundenverhalten bei sich sieht.
•Two prominent self-driving car engineers have recently expressed their belief in the importance of predicting the future behaviour of road users (i.e., cars, pedestrians and cyclists).
•Tesla’s advantage is that it has over 500,000 vehicles on the road that can collect data to train neural networks to predict road user behaviour.
•The business opportunity is huge. Firms such as ARK Invest, UBS, McKinsey, and Intel believe fully autonomous robotaxis will eventually generate trillions in global revenue.
•Even if full autonomy doesn’t happen anytime soon, partial autonomy is a potential source of durable competitive advantage for Tesla over the long term.
•The next step for Tesla’s partial autonomy software will be when Tesla uses the full capacity of its new Full Self-Driving Computer, possibly in Q4. Also, future progress in computer vision, behaviour prediction and imitation learning will be interrelated.