1
Can I use it without subscribing to Chatgpt?
Until now, it was only possible to use the free version by signing up, but from now on, anyone can use it as if they were just using Google sites.
When users flock, it slows down and goes down, but it will be slower in the future. Is this right? Although openAI and Maso will take care of the cost.
2
Chatgpt has seen the fastest increase in users in history, but only a small number of users still used it compared to Google search. It seems that there are fewer people who use it multiple times a day than people who use it a few times.
Just as it is difficult to imagine a world without Google search, it soon becomes difficult to imagine a world without a foundation model. So, even if it is a little burdensome now, it seems that they have decided that it is important to rapidly increase the number of people who have experienced this.
3
Tesla started advertising last year. Compared to legacy companies that spend trillions of won, it is a cute level of advertising, but its symbolism is great.
The number of registered vehicles in North America is 278M, but Tesla is less than 3M. That is, less than 1% of all vehicles. Then, less than 0.1% of all drivers have experienced FSD even once.
4
The E2E-based V12.3 has already reached a super-gap state. After weeks of close observation, there seems to be little doubt about that. However, there is a limit to the public's experience of FSD. However, it cannot be compared to the speed at which the iPhone has spread due to the price of the vehicle.
But...
Just as it is difficult to imagine a car without ABS brakes, it will be difficult to imagine a car without FSD or Autopilot. So, even if it is a little burdensome now, it seems that it is important to increase the number of people who know about FSD and increase consumer acceptance
5
In any case, it will take a little longer than expected for Tesla's FSD to directly affect vehicle sales and lead to profits. Depending on consumer acceptance, the spread may be a little faster than expected.
However, it seems too obvious that FSD will continue to spread, just because it is a little fast or slow. Reno Industrial & Industrial JPMorgan
beneficiaries of on-device AI
As the Al trend is expanding to consumer devices and OEMs are adopting NPU or higher Al performance chips (e.g., Qualcomm Snapdragon SoC and X-Elite CPU) to run Al functionality on devices, Reno sees it as one of the major beneficiaries of the Al smartphone/PC launch. While it is still in the early stages of Edge Al market expansion, a number of smartphone/PC OEMs will launch Edge Al devices in the second half of the year to leverage the Al growth trend and potentially speed up the replacement cycle.
This trend is expected to have a positive impact on Reno's earnings given its strong market position within R&D projects and QCOM's supply chain (FY23 revenue contribution ~30%).
The 6G cycle will boost earnings and share prices structurally. Reno believes it is well positioned as a structural beneficiary of the 6G cycle, which will begin in 2027, based on QCOM, which will supply 5G modem chips to iPhone devices by 2026.
Looking back, the 5G cycle led to over 60% pin content growth and ~30% test socket ASP growth in FY21. While it's still a long way off, the 6G cycle is expected to boost pin content by up to 50%, helping Reno's bottom line from year 26, assuming R&D projects continue.
300,000 won up. Overwait
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