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.
It´s not the telemetry, but being able to watch what happens across the network and being able to correlate that to bad actors over time, by training an AI with the data.
Since BB sits at the bottom of the stack in these networks (an OEM with 10M cars is a network, for example), it has a better chance than others to sell their cybersecurity solutions because it has a direct distribution channel.
Regarding the bake-offs, he mentioned legacy players in the SMB space.
Hi Antonio,
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.
Hey, Paolo.
Thanks a lot for your comment.
I am thinking deeply about this. I will write up my thoughts soon and apologies for not having a concise answer right now.
Paolo, you can find my latest thoughts on this topic at the end of the Tesla Q2 2023 ER digest that I just sent out. Cheers!
Hi Neke, thanks a lot for your input!
It´s not the telemetry, but being able to watch what happens across the network and being able to correlate that to bad actors over time, by training an AI with the data.
Since BB sits at the bottom of the stack in these networks (an OEM with 10M cars is a network, for example), it has a better chance than others to sell their cybersecurity solutions because it has a direct distribution channel.
Regarding the bake-offs, he mentioned legacy players in the SMB space.