연구하면 혁신할 수 있고, 그렇게되면 성장한다.

Regardless of whether it is right or wrong, from a purely historical point of view, the Ukraine war is the first all-out war in which drones emerged as the main weapon. Russian tanks designed during World War II were really torn down like soft heads, but in fact, many were attacked by drones. From the Ukrainian standpoint, all you have to do is drive a drone while looking at the screen and hit the rear of the poor gloves. From the tank's point of view, the drone was too small to detect in advance, and it was helpless because it was impossible to find an enemy who was hiding and controlling it. This was the situation until last month.

Russia was also attacked continuously at first, but after years of fighting, they found a way to defend themselves. They built more outer walls around the tank with steel, wire mesh, and building materials so that even if a drone came and exploded, it would not penetrate inside. Now, the Ukrainian side needs to detonate four to five drones per tank to be able to attack. As this worked, Russia is building a turtle tank by renovating its tanks. Instead of printing them in factories, they just attach everything you can find near Ukraine. This is the situation this month. Even the smallest innovation during the war can completely change the world, and we are now witnessing it in real time.

Ukraine has enjoyed a lot of fun with drones that cost only about $500 per unit, but it has to rely on expensive shelling again. The outer wall attached to the turtle tank has no defense effect against shelling, so it is the same situation as a turtle tank or a regular tank. Ukraine, which is losing a lot of troops/population, will be immediately pushed back by Russia if Western support is suspended or delayed because it is only a traditional attack method.


그렇기에 혁신하는 기업들은 우리가

잘 봐야한다

기업들도 늘 전쟁중이며, 혁신에 엄청난 노력을 한다.


TESLA 24 Q1 실적 핵심요약

- 성적
  • EPS
       예상치: $0.5
       실제: $0.45

  • 매출
       예상치: ₩ 2,226억
       실제: ₩ 2,130억

- FSD
   : FSD 사용자는 90만명에 도달함. 이를 통해 주행데이터는 계속해서 쌓일 것이며 FSD성능은 기하급수적으로 개선될 것임. 그리고 1개월 체험판이 끝나감. 한번 체험한 고객은 연장해서 구독할 것으로 보임.

- 로보택시
   : 츨시명은 ‘CyberCab'.

- 저가형 모델 생산시작 일정
   : “저가형 모델은 정말 적어도 25년 초에는 생산 시작”
저가형 모델은 새로운 공장에서 생산하는 것이 아니아 기존의 생산라인 그대로 활용하는 생산함.
그래서 24년 말에서 25년 초 예상.

- “옵티머스는 올해 말부터 공장에 투입할 것이며, 25년 말에는 외부판매가 가능할 것.”

- 에너지 사업
   : 마진 구조가 좋아지고 있음. 실제로 이번 1분기 실적은 역대 최고 매출을 달성함.

-FSD 라이센싱
   : 올해 계약 가능성에 대한 부분도 밝힘. 어느 제조사인지는 모르지만, 그 제조사는 현재 테슬라에 탑재된 카메라의 위치와 같아야 하기에 해당 제조사는 많은 부분을 고쳐야 할 것임.