Are Driverless Cars the Next Big Thing for NVIDIA Stock?
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- Опубликовано: 28 май 2024
- NVIDIA stock has been rallying on data center demand, but what's next? Can NVIDIA DRIVE become the recurring revenue source that NVIDIA so desperately needs? We think it's possible.
The autonomy thesis is easy to understand. Most of the time, your car sits there doing nothing. What if it could go run errands for you, or work part-time for Uber? There is plenty of economic potential to be unlocked via autonomous vehicles, and NVIDIA hopes to capitalize on this with their new Thor superchip.
RESEARCH PIECES USED IN THIS VIDEO:
1. NVIDIA’s Growth is Stalling: Why We’re Not Worried
www.nanalyze.com/2023/03/nvid...
2. The Artificial Intelligence Stock That Rocked Wall Street
www.nanalyze.com/2016/11/arti...
CHAPTERS:
00:00 Introduction
00:35 NVIDIA's revenues
01:31 NVIDIA DRIVE and the autonomy thesis
02:16 Comparing Tesla (TSLA)
03:16 The side effects of autonomous driving
04:17 NVIDIA's segments
05:09 NVIDIA DRIVE customers
06:04 NVIDIA's automotive segment
06:33 Quick announcement
07:51 NVIDIA The One-Stop AI Shop
11:06 The Thor Superchip
12:17 Competition
12:56 Geopolitical risks
14:43 Conclusion
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Many car accidents result in law suits. How would self-driving affect this?
@@arnoldbioursckii6639 Nice one. Does this mean the ambulance chasers will need to get real jobs?
If more people get dropped off by autonomous vehicles and robotaxis, I would imagine a lot of fee paying parking lot operators will lose money. For example, Disneyland Anaheim charges $30 per day. Considering there were about 17 million visitors in 2022 and assuming there were 4 guests per vehicle, that's 4.25 million vehicles or close to $130 million dollars worth of parking fees.
Excellent observation.
Car insurance rates have skyrocketed in large part due to the expensive sensors that are being packed into vehicles these days. It's becoming so expensive to repair newer cars that it's cheaper to total them. And ironically, all these sensors seem to make people even worse drivers than before.
When fully autonomous vehicles are at fault in a collision, and it will happen, imagine what the damage claims and lawsuits are going to do.... Ugh, driving's not hard, I wish they'd stop already.
*old guy steps off soapbox, hahaa
Thank you for the comment. Great point. Since 2023, car insurance rates have surged 26%, and they'll likely remain elevated until 2025, according to Bankrate's True Cost of Auto Insurance Report. (So sayeth AI.) Perhaps there's a new type of insurance product model for driverless cars based on the likelihood of lawsuits targeting the manufacturer in any accident.
The momentum in the av space is real and your thesis is legitimate. The thing that gives me pause is this. People genuinely like the freedom of driving. Im not sure if the american public would fully adopt avs. Unless maintained by government or if insurance companies refused to underwrite drivers who arent using these features. Not to mention a large portion of the population uses their licenses to earn a living. That creates a massive political headwind. politicians will back their constituents and inevitably full adoption could get stunted. Most people i know hate the lane assist features and other safety nanny features that come with modern vehicles. I’m overall skeptical of av’s and their usefulness but i dont think that will stop companies from spending capx to chase the idea.
Great comment here. Thinking through the reality of implementation is a good thing to do. Agree on people enjoying the freedom of driving which is inherently fun.
What's almost sure is that amount of data stored will be growing rather forever, even if AI growth/hype ends.
Good point! Also, the speed at which companies will want to analyze said data will always be increasing (the old Confluent thesis).
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That's great to hear! She will be quite pleased. 🔮
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@@stephengalea9447 Unbelievable success story. That's the sort of impact one can expect from dabbling in the supernatural.
Uber reduced DUIs by something like 70+ percent if I remember correctly, and autonomy would bring that down even more and also include other traffic violations. I've wondered how this will impact the budgets of police departments and courts and state governments in general. Imagine the show COPS with autonomous cars carrying groceries, sounds pretty boring, although a net positive imo.
Great comment here! Yep, DUIs should be significantly reduced though people are likely to drink more knowing they don't have to drive :) COPS chasing a runaway autonomous car? Sounds like a hoot! ;)
Awesome! 💪✌️🥳
Glad you enjoyed!
I think that if there’s a shortage of organ donors due to a lack of fatal car crashes we could possibly see an increase in the amount in market share of 3-D organ printing, from companies, such as CLLKF
That could be a possible knock on effect from driverless car technology
Good comment. Note that xenotransplantation is also an option. That gentleman who lived two months with a pig kidney recently died and the media made a big deal about it. Turns out he didn't die from the organ transplant. But that doesn't make for interesting news so it wasn't included in the headlines. :)
@@Nanalyzenot just kidneys, there have been 2 xeno hearts transplanted already, which is pure science fiction to me
@@nikitaovt159 Pretty cool stuff
alcohol consumption will increase, lol but true. Tesla is doing this too and they have cars.
Tesla was said to also be trying to license their tech to other auto companies.
Drop in organs would effect my new favorite TMDX
We covered them here: www.nanalyze.com/2024/04/growth-left-transmedics-tmdx/
Might want to research Tesla instead when it comes to robotaxis
Yes, everyone knows about Tesla. This is about NVIDIA.
@@Nanalyze why don't you compare Nvidia to Tesla . Nvidia doesn't have the billion+ miles of data .and I'm not sure what supercomputer they are using to train the data. Although I wish to see competition against Tesla as much as anyone else. Despite being invested in both.
Great suggestion to raise on our Discord server ;)
I am feeling fomo over Tesla cars... for around 30k, if elons vision works out, it would be financially imprudent to not own a Tesla. Especially since my tradein would account leave only 5k left. I just don't trust the man 😂 It really feels like governments would want lidar (or something with similar certainty) over vision. Tesla removing ultrasonic sensors seemed crazy to me... ugh, autonomous cars will be a thing, but I'm still not sure Tesla will be leading the pack. Even if they are, there seems to be a possibility of retrofitting some of the newer cars. Openpilot is nearly on par with FSD and uses existing sensors... I'd imagine the market will follow a similar tune to Crypto ASICS if autonomy actually works out. In that situation too, the companies could have retained the hardware but opted to sell to reduce risk and grow capital.
Lots of unknowns. Tesla's biggest hurdles will likely be regulatory ones.
Your comments section shows ppl have no idea what AV is. Majority of car accidents are result of human error. Individually may think he is above average, but the population is the average, even best drivers have lapses, be it distraction, drowsiness... AV never get old, will only get better.
AV will always only get better is absolutely right
you brag too much about your investments.
Thank you for that scathing critique. Here's a recent video where we brag about holding a company until bankruptcy if you're interested in taking a break from all the winning ;) ruclips.net/video/2P3FM--9j1o/видео.html