Staroidter
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First of all let me highlight what happened at Apple when iPhone first came out and how eventually Steve Jobs change everything around Apple.
When the original iPhone came out in 2007, Steve Jobs was well aware of its flaws. It had no front camera, measly battery life, and a slow 2G connection from AT&T. It was also underpowered. A former Apple engineer who worked on the device said that while the handset was a breakthrough technology, it was limited because it pieced together components from different vendors, including elements from a Samsung chip used in DVD players.
“Steve came to the conclusion that the only way for Apple to really differentiate and deliver something truly unique and truly great, you have to own your own silicon,” Srouji says. “You have to control and own it.”
This is something true for Autonomous driving as well. Initially no doubt for cost related factors one can use outside created “Vehicle Processor” for computing. But real change will come when in true sense “you have to own your own silicon”.
In future guide cash flow to generate your own “Vehicle processor” which integrates infotainment and Autonomous driving unit in car. No doubt it’s costly but in reality only this will be real differentiator. Better it’s created faster because over time no one wants their Large Language Model (LLM) becomes worthless without outside processors.
Real demand boost of product comes when operation becomes smooth. I felt this when I used iPhones of initial release and iPhone 4. Before that Apple phones and Samsung phones were almost similar.
Brand value increase exponentially with such smooth level of functionality.
Rivian owns software. Always keep in mind and don’t go to rest until silicon (chip processor) of car is not owned. Real test of leader is in developing things where he doesn’t have expertise.
It’s crime being in silicon valley and not owning own silicon.
When the original iPhone came out in 2007, Steve Jobs was well aware of its flaws. It had no front camera, measly battery life, and a slow 2G connection from AT&T. It was also underpowered. A former Apple engineer who worked on the device said that while the handset was a breakthrough technology, it was limited because it pieced together components from different vendors, including elements from a Samsung chip used in DVD players.
“Steve came to the conclusion that the only way for Apple to really differentiate and deliver something truly unique and truly great, you have to own your own silicon,” Srouji says. “You have to control and own it.”
This is something true for Autonomous driving as well. Initially no doubt for cost related factors one can use outside created “Vehicle Processor” for computing. But real change will come when in true sense “you have to own your own silicon”.
In future guide cash flow to generate your own “Vehicle processor” which integrates infotainment and Autonomous driving unit in car. No doubt it’s costly but in reality only this will be real differentiator. Better it’s created faster because over time no one wants their Large Language Model (LLM) becomes worthless without outside processors.
Real demand boost of product comes when operation becomes smooth. I felt this when I used iPhones of initial release and iPhone 4. Before that Apple phones and Samsung phones were almost similar.
Brand value increase exponentially with such smooth level of functionality.
Rivian owns software. Always keep in mind and don’t go to rest until silicon (chip processor) of car is not owned. Real test of leader is in developing things where he doesn’t have expertise.
It’s crime being in silicon valley and not owning own silicon.
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