Q1 2024 ER Digest
I’m confused about your tweet today on Tesla FSD and competing with bb...I.e busting the thesis.
Why does blackberry care if FSD is bought from Tesla or Nvidia Drive or Apollo etc...
If Tesla sells its FSD to the market, I understand it to be above the foundational RTOS lower stack stack where qnx lies and doesn’t affect IVY either since this is and edge compute platform for a number of different apps unrelated to FSD. What am I missing? Really appreciate your writing, cheers.