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U.S stocks [2025] ISSUE arrangemet

The purpose of physical artificial

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1. The purpose of physical artificial intelligence robots is to improve the benefits of our human intelligence through labor removal.

What is the easiest and most convenient way for human intelligence to order physical and artificial intelligence robots to perform labor activities? Language is the privilege that only humans have.

The coexistence of language command systems-autonomous mobility systems-multiple behavior control systems is the key to ushering in the new era of deflationary technology consumption.

Deepseek's behavior is arrogant, and it's wrong. It has a perception of hostilities.

Deepseek, of course, has had a great resonance, but it's synonymous with the ontological limitations of itself by nature.

Deepseek is a non-physical AI. If Deepseek is successful, its path to success is open to everyone. Development methodologies are easily copied. The only way to make a difference in results is data.

Data for non-physical artificial intelligence, or language command systems, is open to anyone without much restriction. This is because we have all piled up together in an intangible Internet space since the popularization of PCs in the 1990s.

There are two applications.

1) Tesla is ready. It has spent more than 20 years building an ecosystem of physical and artificial intelligence robots, which is the final stage of AGI's completion, and in the final phase of its success, it acquired Twitter, a platform for developing language command systems that can be easily developed among the value chains within the ecosystem, at a ridiculously low price. We are not ignoring the risks of the acquisition process. However, at the time, the acquisition price of Twitter was one-tenth or one-tenth of that of other global language command system development platforms.

We didn't have to get caught up in the cheap bargaining logic of the development of the Language Command System (LLM) at the point of purchase. We not only had easy access to the accumulated non-physical data on the Internet, but we also had access to the non-physical data that we're building up in the future. We got X, a real-time, multi-lingual, multi-layer, text/image/audio/video, non-physical data acquisition window.

2) If you divide A and B, A is physical and B is non-physical. This is also based on data initiative. Non-physical data will emerge more easily and quickly in the future, as Deepseek proved. This is because it is an area where democratization of data acquisition has taken place.

However, physical data will not be democratic at this moment and for a long time to come. This data is too expensive and takes too long to gather. That's why Huawei, Xiaomi, Nio, Xpeng, and Tesla, who are continuing their battle for supremacy over physical data in China, and Tesla, who has global physical data leadership, are waiting and seeing without wavering.

What didn't exist is coming. There are no experts. The only way to read this era is to keep up with the challenges of innovative companies that do their best to make what didn't exist.

2. Now that I'm facing the Friday night that I'm hooked on 'New Thinking', I'm sharing one more small opinion.

There's a lot of talk about the threat from China. These days, it's full of questions about most of this part of the job.

I've been to the U.S. 12 times and China 4 times since 2019.

Because I didn't know, because I wanted to know, because it wasn't in the world, I had to go to study.

I've experienced FSD (Tesla), I've experienced Qiankun ADS (Huawei), Xiaomi Pilot (Xiaomi), and Xpilot (Xpeng).

Thanks to this, I thought I understood the rise of China better than anyone else, and I've been mentioning it since three years ago through a lot of data.

Let's get it back together.

Tesla is currently the overwhelming number one in the development of physical artificial intelligence.

It's true for data acquisition and data training infrastructure, but it's also unmatched for network solutions, energy solutions, non-physical language models, behavioral control models, and so on.

China takes the very next place.

The gap is significant from an ecosystem deployment perspective. However, I think the difference between data acquisition and data training infrastructure is now only about two years.

I'm studying the physical AI war between the United States and China very interesting.

Beyond the categories of competition in individual industries.

What do we divide our nation's competitiveness with?

There are two of the easiest comparisons: productivity and defense.

Physical artificial intelligence robots are the methodologies that will create a super gap in these two areas.

Physical AI robots with autonomous mobility remove labor. A single robot may replace what 100 people, 1000 people, and 10000 people do. It's the first extreme productivity revolution we're facing.

Physical AI robots capable of autonomous mobility are used in war. Assuming that they have stronger power, more sophisticated cognitive abilities, faster judgment, and guaranteed energy supply and network connection, they can work without a break.

I personally think that the future will be transferred from the era of national capitalism to the era of corporate capitalism.

However, we are still living in an era of national capitalism, and the competition between the two superpowers of the world is now focused on physical and artificial intelligence robots. Neither country will back down an inch, and the above companies mentioned are at the center.

In June, for the first time in human history, the penetration of physical artificial intelligence robots into life will begin. The development is over, legal grounds are being established, and we are now entering the stage of business.

U.S. vs. I understand your interest and concerns about China.

However, this market has not yet blossomed as of February 14, 2025.

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