Interesting thread on Project Dojo:
Project Dojo
This discusses what I thought could be just the initial version of Dojo. It occurred to me that Elon could be thinking bigger (following the simple task of making Teslas autonomous...). Other possibilities:
And another interesting comment in another thread:
Project Dojo
This discusses what I thought could be just the initial version of Dojo. It occurred to me that Elon could be thinking bigger (following the simple task of making Teslas autonomous...). Other possibilities:
- Google alternative
- Openai competitor (Elon removed himself for a reason?)
- Neuralink input / output
- Self learning capability
- Tesla insurance (see comment below from Fact Checking)
And another interesting comment in another thread:
Neither Windows CE nor Symbian created a new market: they competed in the established phone market.
The iPhone and iOS created the new market of smartphones with touchscreens, and Apple has enjoyed the fruits of the resulting first mover advantage, all one trillion pieces of it.
The new market of smartphones was inaccessible to Windows CE and Symbian, and by the time Microsoft and Nokia released their own smartphones it was too late: Apple captured 90% of the smartphone market profits for the next 10+ years.
So in that sense Windows CE and Symbian are like ICE car makers: they are established players in a dying market Tesla is not competing in.
Tesla is dominating the newly created EV market, where the late coming ICE makers have trouble competing.
To go back to the original argument:
Yes, it's the first product in a new high-tech market segment that gains the "first mover advantage", not the first technology.
This is why Microsoft won their PC monopolization war: they were businessmen first, technologists second.
This is why Apple eventually bested Microsoft: Steve Jobs was a product architect first, businessman second, technologist third.
This is why I think Tesla is going to prevail over the ICE industry, Elon is like Steve Jobs with empathy. "Product first" is written large in all companies of Elon, and a product by Elon always has to come with a top notch, first principles business plan.
I'm super excited about Tesla Insurance, not primarily because of the effects on Tesla's finances and SP (it will take years to take off), but because this is the first time since PayPal that Elon is launching a major high-tech financial product.
If the past is predictive, we might see something special - maybe not in the offering itself (which might look deceptively conservative, like a Model S), but under the hood.
