Tesla Robotaxi: AI Revolution Incoming

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Tesla Robotaxi, AI, and the ‘Chat-GPT’ Moment: A Complete Summary of Automobiles, AI, and Investment in 2025

The reasons why Tesla and NVIDIA, along with Elon Musk and Jensen Huang, are simultaneously in the spotlight, the current state of autonomous driving AI as of May 2024, the future of physical AI that extends to the physical world, and the economic and technological implications of the upcoming commercialization of Tesla's robotaxi are all gathered in this article.
In particular, if you're curious about the essence of Tesla's autonomous driving/competitor status, video data-based AI trends, future scenarios attracting attention from the global investment market, and the pivotal moment when Tesla actually changes the paradigm like 'Chat-GPT,' keep scrolling.

May 2024: Jensen Huang’s Message and Elon Musk’s Reaction

– NVIDIA’s Jensen Huang mentioned in a public interview in May 2024 that “Tesla is the furthest ahead in autonomous driving.”
– The reason Musk specifically recalled the interview at this point is because the commercialization of Tesla’s robotaxi is becoming a reality.
– Both Tesla and NVIDIA believe that a crucial inflection point for robotics and autonomous driving AI has arrived.

Tesla’s Autonomous Driving Competitiveness and AI Data Innovation

– Tesla FSD (Fully Self-Driving) version 12.4 is being updated and distributed to thousands of actual users.
– The paradigm has completely shifted from ‘manual labeling’ in the past to ‘large-scale video data learning’ now.
– Tesla learns in real-time with driving videos provided by owners, with a superior scale and diversity of data.
– Most NVIDIA chips are supplied to Waymo, Cruise, and others, including Tesla, but even Jensen Huang acknowledges that Tesla is the furthest ahead.

The Advent of ‘Physical AI’: AI That Understands the Physical World

– Jensen Huang emphasizes that ‘video-based physical world learning’ is key, going beyond text/image AI.
– This aligns with Elon Musk’s statement about the physical reasoning ability of the XAI (Grok) model, emphasizing that “AI must pursue the truth and operate in the real world to be truly innovative.”
– Ultimately, for autonomous vehicles and robots to operate in the real world, AI that understands basic physical laws such as ‘conservation of energy and momentum’ is essential.

The Imminent Threshold of Robotaxis and AI Popularization

– Tesla is scheduled to actually operate robotaxis in Austin in June 2025. It’s now becoming a real reality.
– If robotaxis are successful, it would be a disruptive innovation in transportation, different from simple call/dispatch services like Uber/Lyft, as it is a ‘fully autonomous driving service.’
– The success of robotaxis = transformation of the global urban transportation paradigm + massive changes in the investment landscape.
– Just as ‘ChatGPT’ changed the standard for AI popularization/productivity tools, Tesla’s robotaxi could be a historic turning point in transportation and AI utilization.

Investment Market and Tesla’s Future Value: Evolving into a Software Platform Company

– The stock prices of Microsoft and OpenAI have soared due to AI-based innovation, and a similar pattern could be repeated after the release of Tesla’s robotaxi.
– Tesla’s transition to a platform model that extracts ‘revenue per ride’ from driving data is accelerating.
– Wall Street forecasts a market capitalization of over $2 trillion for Tesla ‘if the robotaxi is successful.’
– The possibility of pivoting from an automobile company to a robotics/AI platform company is fully open.

Realistic Challenges and Issues

– There are many challenges to the commercialization of robotaxis, including initial regulations, insurance, and liability issues.
– Tesla has failed to keep its promise of ‘full autonomy’ several times during the initial release of FSD.
– However, AI innovation has often seen rapid changes, and there is still an opportunity in that once a threshold is crossed, market expectations and perceptions rise vertically.

Impact on the AI Market and Our Lives in the Future

– If robotaxis are commercialized in 2025, Tesla will no longer be just an ‘electric vehicle company.’
– It will be the conductor of an ‘AI orchestra,’ including AI autonomous driving, data infrastructure, robotics, supercomputers (Dojo), and humanoid robots (Optimus).
– A pivotal year that could change the global transportation, industrial, and labor structure is coming.

< Summary >
The key is that Tesla will begin commercializing robotaxis in Austin in June 2025, and the reality of the 'Physical AI' era that NVIDIA CEO Jensen Huang has emphasized since a year ago is arriving. Combined with Tesla's vast video data and real-time learning methods, and the evolution of FSD 12.4, robotaxis are expected to set the standard for a fully autonomous driving platform different from Uber/Lyft.
If AI popularization started with ChatGPT, Tesla's robotaxi will be the first step in AI popularization in the 'physical world.'
Although regulatory and technological challenges remain, if successful, Tesla's corporate value and the global transportation and labor markets will all face a historic turning point.

Economic Analysis Blog SEO Summary

Tesla is scheduled to commercialize robotaxis in Austin in June 2025. NVIDIA CEO Jensen Huang also acknowledged that Tesla’s autonomous driving is at the forefront of the industry, and predicted the arrival of the so-called physical AI era a year ago. Thanks to its vast video data and effective learning system, Tesla’s AI is constantly strengthening its autonomous driving capabilities on real roads. If this robotaxi commercialization is successful, it will evolve from an existing automobile company into a complete software and platform company, and both corporate value and the global investment market will face a massive transformation.
If you want to understand future economic keywords such as advanced technology, artificial intelligence, autonomous vehicles, robotics, and the data economy at once, pay attention to Tesla news.

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