I owe my whole fascination with programming from childhood to Visual Basic 6.
I was 11 and I could hardly read English, yet VB6 with the WYSIWYG-editor and an introductory book by my side was intuitive and rewarding enough for me to learn the basics of programming.
I think you might be underestimating how many potential customers are unwilling to buy from Tesla after Elon Musk decided to openly support the MAGA wing of republicans.
Not sure why that makes you more inclined to buy a Tesla or flip someone the bird?
Well, in many safety-critical industries (e.g. manufacturing of medicinal products) you actually need to maintain objective evidence of its validation.
I feel like the “investing in the customer” part always seems the case with HP. The products never work properly unless you are willing to pay them more money or live with the extreme amount of bloatware in their PCs.
Designing a prototype car for trials vs mass production are two different things entirely. Those lidar sensors will become far less intrusive once a car is designed for mass production.
Most likely, the existing Waymo cars have their LiDAR sensors equipped like that because they need to be maintained and swapped at a regular basis.
I think the value proposition is more than enough for mass adoption, once people realize they can work and commute at the same time.
It is a reflection of exactly that, but this completely dismissed all the risks:
- Maybe new ml-tech is invented that does not require as heavy equipment.
- Maybe AI does not grow as fast as expected.
- Maybe a competitor comes along and pricing comes under pressure.
- Maybe supply chain issues.
Nvidia is interesting on multiple fronts. For one, GPUs aren't just useful for ML. Secondly, ML isn't just LLMs. I also find their bet on USD to have been vindicated by other industry players, and their Omniverse/digital twin concepts are going to be important tools for media, robotics, research, among other things. I'm not so sure their P/E isn't absurd, because it probably is, but you're not betting on just one horse with their stock.
You can easily make maybes in the other direction too - maybe they maintain their absolute market dominace, like Intel for years and years. Maybe they come with a technology jump that will be hard to beat for a long time, like M1. We are probably in the early adopter stage of current AI too.
Predicting the future is hard. Stock prices are based on extrapolated current information and mostly hype.
That needs some nuances. There are some processes that are just well-known by research to be standardized - like supply-chain, regardless if JIT-style or forecasted stockkeeping.
SAP does not need to touch the "unique" detailed processes that makes a company great, nor it's culture. But if you e.g. manufacture a product, the design process can still be relatively unique to your company, but most often, the manufacturing processes should follow the high-level blueprint of manufacturing companies.
That's neither feasible nor required. Copenhagen still has cars in city centre - personally I drive my bike 95% of the time, but sometimes I need to use my car. However, I much prefer my bike because it's faster, less troublesome, infrastructure is great and the exercise helps.
Create incentives for biking, but don't outlaw cars.
I agree with you, I don't think we should ban cars, however making it very difficult to have cars in the city would help! I bike in Copenhagen almost 100% of the time, and its actually so much more difficult to get around by car.
I do think cars should be banned in downtown-downtown though or at least have extremely harsh reinforcement: there is no reason for the rich businessman to be driving his Porsche at 120 km/h down a back road near where everyone cycles.
The best way to do this is create quadrants in cities that have one-way in and out for automobiles, but public transit, bikes and pedestrians can move freely between.
In this way, cars can use the streets if they are indeed going to that area, but cannot move through the areas as a means to avoid roads meant to carry vehicles across town.
The city that exemplifies this is Groningen, Netherlands, and the superblock concept in Barcelona.
I was 11 and I could hardly read English, yet VB6 with the WYSIWYG-editor and an introductory book by my side was intuitive and rewarding enough for me to learn the basics of programming.