AI Robotics Revolution

● Robotics-Autonomous Driving: Inextricable Link

Autonomous Driving and the AI-Led Convergence Economy of Robots and Humanoids: A Forecast

1. The Beginning of AI Transition in Existing Technologies

Previously, major companies like Tesla implemented autonomous driving with rule-based systems.
They used 300,000 lines of pre-coded instructions to make judgments and control operations in each situation.
However, there were limitations to handling all exceptional cases on the road with rules.

2. End-to-End AI Models and the Innovation of FSD 12

Tesla transitioned to an end-to-end AI model starting with the FSD 12 version.
It trains the AI to independently determine steering wheel, brake, and accelerator operations by inputting the entire driving footage.
This enables a more efficient and flexible implementation of autonomous driving technology than before.

3. The Emergence of VLM and VLA Models and AI Convergence

The VLM (Visual Language Model), developed from the initial LM (Language Model), performs both the functions of eyes and ears.
Furthermore, the VLA model can give practical behavioral instructions to robots based on video and text data.
For example, the command “Pick up the water bottle” can be applied to various shapes of water bottles.

4. Mutual Development of Autonomous Driving and the Robot/Humanoid Industries

In addition to Tesla, several automotive and robot manufacturers are reinforcing autonomous driving technology by incorporating AI technology.
When learning data obtained from each robot form factor is integrated into a universal VLA model, it can be applied to other forms of robots or humanoids.
This convergence leads to expectations of broad industrial innovation from simple robots on production lines to humanoids.

5. Impact on the Economy and Industries Overall

Innovations in autonomous driving, AI technology, and leading companies like Tesla impact not only the automotive, robot, and humanoid industries but also the overall economic structure.
Companies are focusing on securing software and AI engineers, and they can expect cost savings and the creation of new business models as each technology synergizes with the others.
Also, the transition from existing manual labor or simple coding methods to systems where AI independently judges and acts is expected to be a core element determining future competitiveness.

The development of autonomous driving and AI technology is leading to a shift from existing rule-based systems to end-to-end AI models.
With the innovation of Tesla’s FSD 12 version and the emergence of VLM and VLA models, the robot and humanoid industries are mutually converging.
These technological advancements are expected to drive cost savings and business model innovation in various industries such as automotive, robotics, and humanoids.
Key keywords such as autonomous driving, AI technology, Tesla, robots, and humanoids are expected to play an important role in future global economic prospects.

*YouTube Source: [티타임즈TV]

– 로봇과 자율주행 발전이 함께 갈 수 밖에 없는 이유 (김성근 모다플 고문)

● Korean firms, stablecoin push

STO Investment Strategy and Global Economic Trends – All About Stablecoins, Bitcoin, ETFs, and Investment Strategies

1. Emergence of STO and Stablecoins

Store Offering (STO) is a hot trend these days.
Unlike the way central banks operate monetary policy, privately issued stablecoins play a key role.
Stablecoins are pegged 1:1 to the dollar or other local currencies, drawing significant attention from the political sphere aiming to protect monetary sovereignty.
In particular, if private stablecoin issuers transition to purchasing government bonds, there is a risk that the private sector could replace the role previously played by central banks.
This aspect is a key investment strategy point that will cause significant changes in the global financial system.

2. Spot ETFs and Global Market Trends

The United States took a leading step by approving a Bitcoin spot ETF in January of last year.
China, Hong Kong, Japan, etc., are also moving quickly, pursuing the approval and introduction of spot ETFs.
Korea is still lagging somewhat behind.
The expansion of ETFs, along with STO investment strategies, has the potential to significantly impact the broader cryptocurrency and traditional financial markets.

3. U.S. Debt Issues and the Central Bank’s Dilemma

U.S. Treasury debt already exceeds 5 trillion KRW, and the interest burden is greater than the defense budget.
Against this backdrop, the Trump administration also intends to adopt stablecoins to strengthen the dollar’s hegemony along with fiscal spending cuts.
Central banks are showing a negative reaction due to concerns about transferring the traditional role of purchasing government bonds to the private sector.
As a result, the global financial system is caught in a dilemma of having to find a balance between private stablecoin issuance and central bank policies.

4. Tokenization and Digital Asset Innovation

As mentioned by BlackRock CEO Larry Fink, existing real estate or commercial building investment methods are being tokenized, enabling faster equity investment.
The introduction of a system that allows asset trading anywhere in the world in just one second is the core of financial innovation.
In this trend, STO is emerging as a new investment strategy linked to real asset investment, going beyond simple security token issuance.

5. Bitcoin Halving and Future Investment Timing

Bitcoin’s halving is a major cause of price surges due to reduced supply.
The pattern of price increases starting 6 months after the halving and peaking 1 year and 6 months later has been confirmed.
In fact, during the past NFT craze, explosive growth was seen from 3 months prior.
This STO theme, too, can be expected to yield large profits if investment timing is well-timed in conjunction with the halving.

6. Domestic and International Investment Ideas and Status

In Korea, Kona I and related stocks are benefiting in connection with regional policies.
In addition, STO businesses based on real assets, such as ITCENT Global, are attracting investors’ attention, recording gains of over 130%.
As private stablecoin issuance and tokenization become full-fledged, small investors will be able to easily access real assets, which is expected to revitalize the overall investment market.

< Summary >

Keywords that will bring innovation to global finance and investment strategies, such as STO and stablecoins, Bitcoin halving, and spot ETFs, are now emerging.
While privately led stablecoins pose a risk of partially transferring the role of central banks, asset investment innovation through tokenization creates new investment opportunities.
The U.S. debt issue and the central bank’s dilemma, and the price increase pattern through Bitcoin halving, are important factors in selecting future investment timing.
All of these changes are essential keywords (stablecoins, Bitcoin, ETF, STO, investment strategy) that must be considered in establishing an investment strategy.

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STO Investment Strategy Analysis

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*YouTube Source: [서울경제TV]

– 아이티센글로벌, 갤럭시아머니트리 “원화 스테이블코인 도입 본격화” ｜ 왕이 될 상한가 ｜ 박성재 전문가