In short, the development

In short, the development of autonomous mobility capabilities of physical artificial intelligence robots, which began 21 years ago, has finally reached its completion stage. My friends and I, who have experienced FSD first-hand, feel that way, and furthermore, engineers who have participated in the development are expressing confidence by sympathizing with this. As I have emphasized, I think this point is really important.

Since the deep neural network's learning method (deep learning) proved its worth in 2012, countless developers, businesses, and investors have been challenging for the opening of the AGI era. AGI stands for universal artificial intelligence, which can replace all kinds of labor that we humans can perform. I believe there is only one methodology for developing AGI. It is to develop hundreds, hundreds, thousands, tens, hundreds of thousands of ANIs one by one. ANI stands for narrow AI. It refers to every single non-physical/physical labor activity that humans can perform. ANI is simply an ANI, holding a bottle of water to a friend, holding an open door for someone in the background, putting a piece of tissue in the trash. ANI is also a step complicated, such as going around a house with a vacuum cleaner in hand, washing dishes with foam on a scrubber, and taking a dog for a safe walk around the park. ANI is also an act that requires specialized training, such as being able to handle a patient's body like an elite athlete, doctors covering and treating sick areas, and performing tasks in zero-gravity space. It is also ANI that commands robots in human language to perform these acts on behalf of them. All kinds of labor practices we can think of are ANI.

Mobility is also a type of ANI.

And mobility is a prerequisite for the development of all other ANI. Without mobility, nothing can be connected and completed in all the labor practices we do. Movement is a bridge that must exist between verbal commands and behavioral performance. I believe that the development of autonomous mobility capabilities of physical artificial intelligence robots is similar to the expression of upright walking capabilities in human history. Homo sapiens are the exclusive property of upright walking. And we began to evolve our brains to develop our hands and thoughts using tools, starting to walk on our two feet.

The stock market is so complicated. Just like reading history books, the closer you look, the more you do it. But from a distance, it becomes a little simpler. Human history is a line in the evolution of technology to improve labor productivity (using less time and less money to produce better results). Rather than the scattered dots on the fringes, I want to pay attention to the thick dots on the central axis of the line. For me, 2025 is the year when autonomous mobility was completed. For me, 2025 is the time when the physical AI robot market is in full bloom. The value of this emerging market is so huge that it's hard to calculate. I dare to assume that the rise of physical AI robots will end the time of inflationary technology consumption, which has competed for limited resources. Innovative developers are marking the point of technological evolution that never existed in the world, and the time for a deflationary technological revolution is coming. It's a new era. Nowhere is the perfect expert to be found. We all just follow along as best we can. As analysts, I will never miss this time. I will do my best to make 2025 meaningful to everyone. Thank you.

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