Elon Musk's Tesla and China seems to have made a big decision.

<China's FSD Pre-approval>
Elon Musk's Tesla and
China seems to have made a big decision.

As we will know more about it by August 8 (RoboTaxi public), it seems that there will be a way for Tesla to use the data (no export) it has accumulated so far and for FSD distribution. It is highly likely that FSD will start in China using Baidu's map. If Tesla can learn using the data of 1.5 million units released in China, it will be possible to conduct explosive data learning in addition to 1.2 billion miles (1.92 billion kilometers) in China. Until now, data leakage was blocked and actually sealed. If this is resolved, it will likely exert tremendous power. For Tesla, it has chosen to grow in an EV-friendly country rather than suffer in Europe and the U.S., which are exclusive to EVs, rather than patriotism. Unlike Western countries that are making strange moves to return to ICE and HEVs, China will accelerate the inertia of eco-friendly cars, which has already exceeded 40 percent. The intention is to put AV wings on the EV base and change the stage to a robotaxi to fight. If this happens in China, electric cars equipped with robotaxi functions can be sold in various regions where Tesla has not yet been sold. That's why they saw that China came first and then India.

From China's point of view, it seems that they are already convinced that electric vehicles are competitive in the world. 59% of the total EV market and 65% of production come from China. Given the retreat of government policies in Europe and the United States, if the gap had widened, it would have widened, but it is not likely to narrow down. China has already taken over electric vehicles. The next step is autonomous driving technology. As China's BYD dominated the feature phone era with cost-effectiveness as if it were Nokia, it seems that it will move to the next step: smartphones (autonomous cars). China is coveting Tesla's technology, and Tesla is seeking a major shift in electric vehicles and autonomous driving that are losing China's leverage. In a way, the common denominator of electric vehicles may be a wake-up call to the Western world, where Tesla and China unite to protect internal combustion engines.

Tesla's data volume is far superior to the 90 million Km Baidu Apollo data. Contrary to the closed atmosphere in the United States, the Chinese public's acceptance of self-driving reaches 83%, has been approved in more than 10 cities, and there are 160,000 developers related to self-driving by Baidu and its partners. Although Apollo was designed as an open platform and modularized to be customizable anywhere in the world, it was a structure that was only partially possible to expand overseas because China was highly dependent on V2X and only used Chinese maps. However, if the technology can be copied from Tesla, Apollo may be supplemented. Nvidia's current ban on the sale of high-performance GPUs in China also causes China's self-driving data centers to remain low-spec. If Tesla's FSD is allowed and the Tesla data center in China receives a smooth supply of GPUs from the United States, it will be of great help to self-driving in the country. If overseas sales are possible with only the self-driving function attached to the powerful cost-effectiveness of domestic cars, China may completely dominate the future of mobility. From Tesla's point of view, it seems that they are thinking of creating a world together rather than losing everything to China. (Of course it's my idea)

The problem is the U.S., which is retreating mainly with legacy companies; Europe, which cut off support for eco-friendly cars; and countries that were complacent and complacent about their policies, denying that the era of self-driving cars will not come. Many legacy companies' electric car capabilities have already been revealed. In particular, the announcement of the income statement showed that their current cost structure is not competitive. Ford's operating loss in the electric vehicle sector is a whopping -79.7 percent. Argo AI, which was the center of self-driving cars in addition to the massive deficit it made, also suffered bankruptcy. When it comes to electric vehicles and autonomous driving, GM, VW, and Toyota have long lost the charisma they showed at ICE and HEVs.

Korea's automobiles are now making the biggest profits ever due to strong exchange rates and HEVs. However, the most important topic is future survival in the midst of the rapid pace of electric vehicles and autonomous driving. The Hyundai Motor Group is almost the only remaining Korean automobile. They have no right to die. This is because they have to carry this country.

Please don't take this breathtaking change lightly...