Apple is coming after Tesla. Or not. (Ep. 611)
https://www.youtube.com/watch?v=oRmMvAgKQcI
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0:00 this next generation of carplay provides 0:03 content for all the drivers screens 0:05 giving an experience that is unified and 0:08 consistent 0:09 it's the very best of both your car and 0:12 your iphone and it goes beyond what you 0:15 can do with carplay today 0:17 deep integration with the car's hardware 0:20 lets you tune your car's radio or change 0:23 your temperature without ever leaving 0:26 the carplay experience 0:28 it also includes widgets 0:31 powered by your iphone that fit your 0:33 screens perfectly they can live front 0:36 and center in the gauge cluster as well 0:39 giving you information at a glance 0:42 in fact this next generation of carplay 0:46 powers your entire instrument cluster 0:49 to do this your iphone communicates with 0:52 your vehicle's real-time systems in an 0:55 on-device 0:56 privacy-friendly way 0:58 showing all of your driving information 1:01 like speed rpms fuel level temperature 1:05 and more 1:06 and no matter what type of unique screen 1:09 shapes or layouts you may have this next 1:12 generation of carplay feels like it was 1:15 made specifically for your car 1:19 we're also excited to give you the 1:20 ability to make the core of the driving 1:23 experience unique to you 1:26 we carefully crafted instrument cluster 1:29 options 1:30 ranging from the modern to the 1:32 traditional 1:33 that use different colors 1:35 dial treatments 1:37 backgrounds and layouts to provide 1:40 various looks and feels 1:42 you can choose different curated themes 1:45 and styles for your gauges 1:47 and automakers from around the world are 1:50 excited to bring this new vision of 1:53 carplay to customers 1:55 this is just a taste of what the next 1:57 generation of carplay will bring 2:00 vehicles will start to be announced late 2:02 next year and we can't wait to show you 2:06 more further down the road 2:08 hey it's dave so apple just started the 2:10 worldwide developer conference yesterday 2:12 and they announced their next generation 2:14 of apple carplay now this next 2:17 generation of apple carplay apple says 2:19 it communicates with your vehicle's 2:20 real-time systems in an on-device 2:22 privacy friendly weight showing all your 2:24 driving information so there are several 2:26 questions here what features does it 2:27 have that's different than current car 2:29 plan for apple where is this car play 2:32 headed and can and will apple compete 2:34 with tesla so let's take a look at what 2:36 apple is showing us for their next 2:38 generation carplay here so here is the 2:40 display you'll see it has just a huge 2:43 display or a possibility of a huge 2:45 display it has the current apps kind of 2:47 like current carplay but there are a lot 2:49 of differences here so here's an example 2:51 of the display they show in the video if 2:53 we dive deeper into it here is the 2:55 odometer which is you know pretty normal 2:57 it shows the total odometer miles and 3:00 also the trip mileage so it's actually 3:02 tapping into the computer's 3:04 systems to get this information next is 3:07 showing how much fuel you have and how 3:09 much mileage right you have left which 3:11 is also interesting they tap into the 3:14 engine temperature as well further shows 3:16 how much engine oil you have and then it 3:19 shows you what gear you are and your 3:21 rpms if you go into their center console 3:23 here you have a music plane or any media 3:26 you have navigation on this side and 3:28 then you've got a bunch of controls here 3:29 which is kind of very eerily similar to 3:32 tesla's right um controls with 3:35 temperature et cetera if we go even 3:37 further we have more controls for 3:39 climate control you can control your 3:41 seats in the car you can actually do 3:43 recirculation you could do heated 3:45 steering wheel on or off if your car 3:47 features that you can turn on your seat 3:48 heaters or your seat coolers you can do 3:51 max ac sync your ac as well so there's a 3:54 ton of features that apple carplay will 3:56 tap into in this next generation here's 3:58 a screen where carplay is tapping into 4:00 torque and power or horsepower and then 4:03 you've got kind of a widget screen here 4:04 so you've got your current trip you've 4:06 got a calendar right that sinks into you 4:08 from your iphone you've got 4:11 air quality uv index um you've got your 4:14 garage door seen if it's closed or not 4:17 time etc here's another screen right um 4:20 it's showing that incoming phone call 4:21 here's the odometer screen and it has 4:23 various uh variations of this odometer 4:26 screen kind of like an apple watch where 4:27 you can customize it as well and finally 4:29 this is a full sample layout right of a 4:32 bunch of widgets here media the center 4:34 console and odometer screen all right so 4:36 what's going on here apple is moving 4:38 carplay from just infotainment and it's 4:40 moving it into a lot of different areas 4:42 like driving information climate control 4:44 controlling your seats etc the question 4:46 is will carplay become an operating 4:48 system to control all of the cars 4:50 displays at the same time and also will 4:52 the oems keep their own display uis as 4:54 well so it's kind of a conflict of 4:56 interest of sorts what's interesting is 4:58 this sets up a lot of future expansion 5:00 possibilities for apple apple might be 5:02 able to expand their car operating 5:04 system into a full-blown car os further 5:07 they could possibly add driver assist 5:09 features and eventually fsd features 5:11 into car os right and provide them to 5:14 auto amps and that might set up an 5:15 interesting situation where auto oems 5:17 might need to choose between apple car 5:19 os and tesla fsd licensing apple does 5:22 have some interesting advantages here so 5:24 they have a seamless integration with 5:26 current iphone native apps like calendar 5:28 navigation address book messages widgets 5:30 and more apple has a huge developer 5:33 ecosystem and that developer ecosystem 5:35 can extend the functionality of current 5:37 apps to the car for example games etc 5:40 also carplay allows existing oems to 5:42 modernize their ui and ux in the car at 5:45 a minimal cost and further the car 5:47 becomes an extension of ios and apple's 5:50 media ecosystem there are some 5:52 disadvantages as well that apple has to 5:54 face first they need to work with 5:56 existing oems who are typically slow to 5:58 adopt new technologies for example it 6:00 has taken many years right for the 6:02 existing carplay to roll out to a lot of 6:04 automakers further there's a potential 6:06 conflict of interest if carplay becomes 6:08 an operating system to replace all of 6:10 the ui and ux in the car apple is going 6:13 to gain a big leverage and the question 6:14 is will oems allow that further apple 6:16 doesn't have a large fleet to collect 6:18 the required data to offer a compelling 6:20 full self-driving experience or feature 6:23 and they're very late to the game 6:24 already now let's contrast that to tesla 6:26 tesla has a large fleet already running 6:28 their hardware three they got current 6:31 neural nets that are running in these 6:32 cars in shadow mode as well collecting 6:35 relevant and very valuable data so one 6:37 of the clear advantages is the latest 6:39 neural nets are running in all of these 6:41 cars and they're used to collect data 6:43 which is used to correct the mistakes 6:45 right of the latest neural nets to make 6:47 them better tesla is not hampered by 6:49 slow adoption of partners so they can 6:51 move as fast and they as they want and 6:53 that's a huge advantage next tesla is 6:55 pushing the envelope of vertical 6:56 integration with factories machinery 6:58 service centers supercharges battery 7:00 manufacturing fsd and more it's a very 7:02 complicated ecosystem that tesla is 7:04 bringing together and this allows tesla 7:06 to give the highest value at the most 7:08 competitive price all right further 7:11 tesla is in the lead with data right and 7:13 tesla is also in the lead with a number 7:14 of vehicles running fsd beta about a 7:17 hundred thousand and growing further 7:19 tesla's in the lead in terms of vertical 7:21 integration with ai and their ai stack 7:23 so they got the in-car hardware they're 7:25 collecting the data they're labeling the 7:27 data training the data they have huge 7:29 training compute they deploy their 7:30 software it's a huge operation that's 7:32 integrated under tesla's roof and then 7:35 you've got the tesla flight wheel the 7:36 more cars they sell right the more and 7:38 better data they get which makes their 7:40 full self driving even better which 7:42 increases value and allows tesla to sell 7:45 more cars and then there's a bigger 7:46 backdrop of what i call car 1.0 versus 7:49 car 2.0 so carb 1.0 is about humans 7:52 driving right their car and full 7:54 attention is required right to drive car 7:56 2.0 now is about ai or neural nets 7:59 driving the car and the human in the car 8:01 they're free to relax play or work and 8:04 the question is can existing oems 8:06 successfully navigate this transition 8:08 from car 1.0 to 2.0 or do they have to 8:11 partner with apple mobilei nvidia cruz 8:14 etc even with the with partnerships can 8:17 they succeed further is autonomous 8:18 driving a network effects market where 8:21 winner takes most meaning will the 8:23 leader collect the most and the best 8:24 data and this flywheel just becomes 8:27 incredibly difficult or impossible to 8:28 catch up with as a tesla investor i'm 8:30 actually glad that apple is coming out 8:32 with this stuff now versus let's say 8:34 seven or eight years ago tesla has 8:37 already pushed forward they've already 8:38 established themselves right as a 8:40 struggle not not just with evs but with 8:42 fsd and the future autonomous driving 8:44 market so the challenge actually lies 8:46 more with apple can they extend right 8:48 their next generation car play into 8:50 something more can they add autonomous 8:52 driving features to us can they really 8:54 compete with this car 2.0 market and 8:56 paradigm and then there's a question of 8:58 google will they come in right with 8:59 android and offer the same type of 9:01 offerings that apple offers and can 9:03 apple google nvidia mobile and others 9:07 right really outfit 9:08 oems enough to compete with tesla in the 9:11 new 2.0 car market i hope this has been 9:13 helpful if it has good like and 9:14 subscribe all my videos can be found as 9:16 an audio podcast as well just search for 9:18 dave lee on investing in your favorite 9:20 podcast player i'm also on twitter at 9:22 heyday7 alright we'll see you guys in my 9:24 next video thanks
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0:00 下一代 carplay 提供 0:03 所有驅動程序屏幕的內容 0:05 提供統一的體驗 0:08 持續的 0:09 這是你的車中最好的 0:12 你的 iPhone，它超越了你 0:15 今天可以用carplay 0:17 與汽車硬件深度集成 0:20 讓您調整汽車的收音機或更改 0:23 你的溫度永遠不會離開 0:26 carplay體驗 0:28 它還包括小部件 0:31 由適合您的 iPhone 供電 0:33 屏幕完美，他們可以住在前面 0:36 並在儀表組中居中 0:39 讓您一目了然 0:42 事實上，這就是下一代 carplay 0:46 為您的整個儀錶盤供電 0:49 為此，您的 iphone 與之通信 0:52 您車輛的實時系統 0:55 設備上 0:56 隱私友好的方式 0:58 顯示您的所有駕駛信息 1:01 像速度 rpms 油位溫度 1:05 和更多 1:06 並且無論哪種類型的獨特屏幕 1:09 下一個您可能會擁有的形狀或佈局 1:12 一代carplay感覺就像是 1:15 專為您的汽車製造 1:19 我們也很高興為您提供 1:20 打造駕駛核心的能力 1:23 給你獨一無二的體驗 1:26 我們精心打造的儀錶盤 1:29 選項 1:30 從現代到現代 1:32 傳統的 1:33 使用不同顏色的 1:35 撥號治療 1:37 背景和佈局提供 1:40 各種外觀和感覺 1:42 您可以選擇不同的策劃主題 1:45 儀表的樣式 1:47 來自世界各地的汽車製造商正在 1:50 很高興能帶來這個新的願景 1:53 carplay 給客戶 1:55 這只是對下一步的嘗試 1:57 一代carplay將帶來 2:00 車輛將開始延遲發布 2:02 明年，我們迫不及待地向您展示 2:06 走得更遠 2:08 嘿，這是戴夫，所以蘋果剛剛開始 2:10 昨天的全球開發者大會 2:12 他們宣布了他們的下一代 2:14 蘋果 carplay 現在 這個 下一個 2:17 一代蘋果 carplay 蘋果 說 2:19 它與您的車輛通信 2:20 設備上的實時系統 2:22 隱私友好的重量顯示您的所有 2:24 駕駛信息，所以有幾個 2:26 問題在這裡它有什麼功能 2:27 和現在的車有什麼不同 2:29 蘋果計劃這輛車在哪裡玩 2:32 領導並且能夠並且將蘋果競爭 2:34 與特斯拉，讓我們來看看什麼 2:36 蘋果正在向我們展示他們的下一個 2:38 這裡是一代 carplay 所以這裡是 2:40 顯示你會看到它只有一個巨大的 2:43 顯示或巨大的可能性 2:45 顯示它具有當前的應用程序類型 2:47 像現在的carplay，但有很多 2:49 這裡的差異所以這裡有一個例子 2:51 如果他們在視頻中顯示的顯示 2:53 我們更深入地研究它是 2:55 你知道的里程表很正常 2:57 它顯示總里程表里程和 3:00 還有旅行里程，所以它實際上是 3:02 進入電腦的 3:04 接下來獲取此信息的系統是 3:07 顯示你有多少燃料以及如何 3:09 你還剩多少里程 3:11 也很有趣，他們利用 3:14 發動機溫度也進一步顯示 3:16 你有多少機油然後它 3:19 向您展示您的裝備和您的 3:21 如果您進入他們的中控台，則 rpms 3:23 在這裡你有一個音樂飛機或任何媒體 3:26 您在這一側有導航，並且 3:28 那麼這裡有一堆控件 3:29 這與 3:32 特斯拉的右 um 控制與 3:35 溫度等等，如果我們去的話 3:37 此外，我們有更多的控制 3:39 氣候控制 你可以控制你的 3:41 車上的座位，你實際上可以做到 3:43 再循環你可以做加熱 3:45 如果您的汽車打開或關閉方向盤 3:47 您可以打開座位的功能 3:48 加熱器或座椅冷卻器，你可以做 3:51 max ac 也同步你的交流，所以有一個 3:54 蘋果 carplay 將提供的大量功能 3:56 在這下一代中挖掘 3:58 carplay 正在進入的屏幕 4:00 扭矩和功率或馬力，然後 4:03 你這裡有一個小部件屏幕 4:04 所以你有你現在的旅行你有 4:06 有一個適合你的日曆 4:08 從你的 iPhone 你有 4:11 空氣質量紫外線指數嗯，你有你的 4:14 車庫門是否關閉 4:17 時間等這裡是另一個屏幕，嗯 4:20 它顯示來電 4:21 這是里程表屏幕，它有 4:23 這個里程表的各種呃變化 4:26 屏幕有點像蘋果手錶 4:27 你也可以自定義它，最後 4:29 這是一個完整的示例佈局 4:32 一堆小部件在這裡媒體中心 4:34 控制台和里程表屏幕沒問題 4:36 這裡發生了什麼事 蘋果正在移動 4:38 carplay 來自信息娛樂系統 4:40 將其轉移到許多不同的領域 4:42 比如駕駛信息氣候控制 4:44 控制你的座位等問題 4:46 carplay 會變成運營商嗎 4:48 控制所有汽車的系統 4:50 同時顯示，也將 4:52 OEM 將自己的顯示 uis 保留為 4:54 所以這是一種衝突 4:56 有趣的是 4:58 這設置了很多未來的擴展 5:00 蘋果蘋果的可能性可能是 5:02 能夠擴大他們的汽車經營 5:04 系統進一步成為成熟的汽車操作系統 5:07 他們可能會增加駕駛員輔助 5:09 功能和最終 fsd 功能 5:11 進入汽車操作系統並提供給 5:14 自動放大器，這可能會設置一個 5:15 汽車OEM的有趣情況 5:17 可能需要在蘋果汽車之間做出選擇 5:19 os 和 tesla fsd 許可蘋果 5:22 這裡有一些有趣的優勢 5:24 他們與 5:26 當前的 iphone 原生應用程序，如日曆 5:28 導航通訊簿消息小部件 5:30 而且蘋果擁有龐大的開發者 5:33 生態系統和開發者生態系統 5:35 可以擴展當前的功能 5:37 汽車上的應用程序，例如游戲等 5:40 carplay 還允許現有的 OEM 5:42 使他們在汽車中的 ui 和 ux 現代化 5:45 最低的成本和進一步的汽車 5:47 成為ios和蘋果的擴展 5:50 媒體生態系統有一些 5:52 缺點以及蘋果必須 5:54 首先面對他們需要與之合作 5:56 現有的 OEM 通常速度較慢 5:58 採用新技術，例如它 6:00 已經花了很多年的時間 6:02 現有的 carplay 將推廣到很多 6:04 汽車製造商還有潛力 6:06 如果 carplay 成為利益衝突 6:08 一個操作系統來取代所有 6:10 汽車蘋果中的 ui 和 ux 正在運行 6:13 獲得很大的影響力和問題 6:14 是 OEM 將允許進一步的蘋果 6:16 沒有大型艦隊可以收集 6:18 提供令人信服的所需數據 6:20 完整的自動駕駛體驗或功能 6:23 他們參加比賽的時間很晚 6:24 現在讓我們將其與特斯拉進行對比 6:26 特斯拉已經擁有一支龐大的車隊 6:28 他們的硬件三他們得到了最新的 6:31 在這些中運行的神經網絡 6:32 陰影模式下的汽車以及收集 6:35 相關且非常有價值的數據 6:37 的明顯優勢是最新的 6:39 神經網絡在所有這些中運行 6:41 汽車，它們用於收集數據 6:43 用於糾正錯誤 6:45 最新的神經網絡的權利 6:47 他們更好 特斯拉不受阻礙 6:49 緩慢採用合作夥伴，因此他們可以 6:51 盡可能快地移動，他們想要的， 6:53 這是下一個特斯拉的巨大優勢 6:55 突破垂直的信封 6:56 與工廠機械集成 6:58 服務中心為電池增壓 7:00 製造 fsd 等等，這是一個非常 7:02 特斯拉是複雜的生態系統 7:04 聚集在一起，這讓特斯拉 7:06 至多給予最高的價值 7:08 有競爭力的價格可以進一步 7:11 特斯拉在數據權方面處於領先地位 7:13 特斯拉也以數量領先 7:14 運行 fsd beta 的車輛數量約為 7:17 十萬並進一步增長 7:19 特斯拉在垂直方面處於領先地位 7:21 與 AI 及其 AI 堆棧集成 7:23 所以他們得到了他們的車載硬件 7:25 收集他們標記的數據 7:27 數據訓練他們擁有巨大的數據 7:29 訓練計算他們部署他們的 7:30 軟件這是一個巨大的操作 7:32 集成在特斯拉的屋頂下，然後 7:35 你有特斯拉飛輪 7:36 他們賣得越多的汽車越多 7:38 他們得到更好的數據，這使得他們 7:40 全自動駕駛更好哪個 7:42 增加價值並允許特斯拉出售 7:45 更多的汽車，然後有一個更大的 7:46 我稱之為汽車 1.0 的背景與 7:49 car 2.0 所以 carb 1.0 是關於人類的 7:52 正確駕駛他們的車 7:54 開車需要注意 7:56 2.0 現在是關於人工智能或神經網絡的 7:59 駕駛汽車和車內的人 8:01 他們可以自由地放鬆玩耍或工作， 8:04 問題是現有的原始設備製造商可以 8:06 成功駕馭這一轉變 8:08 從汽車 1.0 到 2.0 還是他們必須這樣做 8:11 與蘋果移動合作夥伴 nvidia cruz 8:14 等即使與合作夥伴關係也可以 8:17 他們進一步成功是自主的 8:18 推動網絡效應市場 8:21 獲勝者最有意義 8:23 領導者收集最多最好的 8:24 數據，這個飛輪就變成了 8:27 難以置信的困難或不可能 8:28 趕上作為特斯拉投資者的我 8:30 真的很高興蘋果出來了 8:32 現在有了這些東西，讓我們說 8:34 七八年前，特斯拉 8:37 已經推進他們已經 8:38 確立了自己的權利 8:40 不僅與電動汽車斗爭，而且與 8:42 fsd和未來的自動駕駛 8:44 市場所以挑戰實際上在於 8:46 更多與蘋果，他們可以擴展權利 8:48 他們的下一代汽車玩成 8:50 他們可以添加更多自主權 8:52 駕駛功能給我們他們真的可以嗎 8:54 與這款汽車 2.0 市場競爭， 8:56 範式，然後有一個問題 8:58 谷歌他們會進來嗎 8:59 android 和提供相同類型的 9:01 蘋果提供並且可以提供的產品 9:03 蘋果谷歌英偉達移動和其他 9:07 對了真的裝 9:08 oem 足以與特斯拉競爭 9:11 新的2.0汽車市場我希望這是 9:13 如果它有很好的喜歡和 9:14 訂閱我所有的視頻可以找到 9:16 一個音頻播客也只是搜索 9:18 戴夫李投資你最喜歡的 9:20 播客播放器我也在推特上 9:22 heyday7 好吧，我們會在我的 9:24 下個視頻謝謝
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0:00 this next generation of carplay provides 0:03 content for all the drivers screens 0:05 giving an experience that is unified and 0:08 consistent 0:09 it's the very best of both your car and 0:12 your iphone and it goes beyond what you 0:15 can do with carplay today 0:17 deep integration with the car's hardware 0:20 lets you tune your car's radio or change 0:23 your temperature without ever leaving 0:26 the carplay experience 0:28 it also includes widgets 0:31 powered by your iphone that fit your 0:33 screens perfectly they can live front 0:36 and center in the gauge cluster as well 0:39 giving you information at a glance 0:42 in fact this next generation of carplay 0:46 powers your entire instrument cluster 0:49 to do this your iphone communicates with 0:52 your vehicle's real-time systems in an 0:55 on-device 0:56 privacy-friendly way 0:58 showing all of your driving information 1:01 like speed rpms fuel level temperature 1:05 and more 1:06 and no matter what type of unique screen 1:09 shapes or layouts you may have this next 1:12 generation of carplay feels like it was 1:15 made specifically for your car 1:19 we're also excited to give you the 1:20 ability to make the core of the driving 1:23 experience unique to you 1:26 we carefully crafted instrument cluster 1:29 options 1:30 ranging from the modern to the 1:32 traditional 1:33 that use different colors 1:35 dial treatments 1:37 backgrounds and layouts to provide 1:40 various looks and feels 1:42 you can choose different curated themes 1:45 and styles for your gauges 1:47 and automakers from around the world are 1:50 excited to bring this new vision of 1:53 carplay to customers 1:55 this is just a taste of what the next 1:57 generation of carplay will bring 2:00 vehicles will start to be announced late 2:02 next year and we can't wait to show you 2:06 more further down the road 2:08 hey it's dave so apple just started the 2:10 worldwide developer conference yesterday 2:12 and they announced their next generation 2:14 of apple carplay now this next 2:17 generation of apple carplay apple says 2:19 it communicates with your vehicle's 2:20 real-time systems in an on-device 2:22 privacy friendly weight showing all your 2:24 driving information so there are several 2:26 questions here what features does it 2:27 have that's different than current car 2:29 plan for apple where is this car play 2:32 headed and can and will apple compete 2:34 with tesla so let's take a look at what 2:36 apple is showing us for their next 2:38 generation carplay here so here is the 2:40 display you'll see it has just a huge 2:43 display or a possibility of a huge 2:45 display it has the current apps kind of 2:47 like current carplay but there are a lot 2:49 of differences here so here's an example 2:51 of the display they show in the video if 2:53 we dive deeper into it here is the 2:55 odometer which is you know pretty normal 2:57 it shows the total odometer miles and 3:00 also the trip mileage so it's actually 3:02 tapping into the computer's 3:04 systems to get this information next is 3:07 showing how much fuel you have and how 3:09 much mileage right you have left which 3:11 is also interesting they tap into the 3:14 engine temperature as well further shows 3:16 how much engine oil you have and then it 3:19 shows you what gear you are and your 3:21 rpms if you go into their center console 3:23 here you have a music plane or any media 3:26 you have navigation on this side and 3:28 then you've got a bunch of controls here 3:29 which is kind of very eerily similar to 3:32 tesla's right um controls with 3:35 temperature et cetera if we go even 3:37 further we have more controls for 3:39 climate control you can control your 3:41 seats in the car you can actually do 3:43 recirculation you could do heated 3:45 steering wheel on or off if your car 3:47 features that you can turn on your seat 3:48 heaters or your seat coolers you can do 3:51 max ac sync your ac as well so there's a 3:54 ton of features that apple carplay will 3:56 tap into in this next generation here's 3:58 a screen where carplay is tapping into 4:00 torque and power or horsepower and then 4:03 you've got kind of a widget screen here 4:04 so you've got your current trip you've 4:06 got a calendar right that sinks into you 4:08 from your iphone you've got 4:11 air quality uv index um you've got your 4:14 garage door seen if it's closed or not 4:17 time etc here's another screen right um 4:20 it's showing that incoming phone call 4:21 here's the odometer screen and it has 4:23 various uh variations of this odometer 4:26 screen kind of like an apple watch where 4:27 you can customize it as well and finally 4:29 this is a full sample layout right of a 4:32 bunch of widgets here media the center 4:34 console and odometer screen all right so 4:36 what's going on here apple is moving 4:38 carplay from just infotainment and it's 4:40 moving it into a lot of different areas 4:42 like driving information climate control 4:44 controlling your seats etc the question 4:46 is will carplay become an operating 4:48 system to control all of the cars 4:50 displays at the same time and also will 4:52 the oems keep their own display uis as 4:54 well so it's kind of a conflict of 4:56 interest of sorts what's interesting is 4:58 this sets up a lot of future expansion 5:00 possibilities for apple apple might be 5:02 able to expand their car operating 5:04 system into a full-blown car os further 5:07 they could possibly add driver assist 5:09 features and eventually fsd features 5:11 into car os right and provide them to 5:14 auto amps and that might set up an 5:15 interesting situation where auto oems 5:17 might need to choose between apple car 5:19 os and tesla fsd licensing apple does 5:22 have some interesting advantages here so 5:24 they have a seamless integration with 5:26 current iphone native apps like calendar 5:28 navigation address book messages widgets 5:30 and more apple has a huge developer 5:33 ecosystem and that developer ecosystem 5:35 can extend the functionality of current 5:37 apps to the car for example games etc 5:40 also carplay allows existing oems to 5:42 modernize their ui and ux in the car at 5:45 a minimal cost and further the car 5:47 becomes an extension of ios and apple's 5:50 media ecosystem there are some 5:52 disadvantages as well that apple has to 5:54 face first they need to work with 5:56 existing oems who are typically slow to 5:58 adopt new technologies for example it 6:00 has taken many years right for the 6:02 existing carplay to roll out to a lot of 6:04 automakers further there's a potential 6:06 conflict of interest if carplay becomes 6:08 an operating system to replace all of 6:10 the ui and ux in the car apple is going 6:13 to gain a big leverage and the question 6:14 is will oems allow that further apple 6:16 doesn't have a large fleet to collect 6:18 the required data to offer a compelling 6:20 full self-driving experience or feature 6:23 and they're very late to the game 6:24 already now let's contrast that to tesla 6:26 tesla has a large fleet already running 6:28 their hardware three they got current 6:31 neural nets that are running in these 6:32 cars in shadow mode as well collecting 6:35 relevant and very valuable data so one 6:37 of the clear advantages is the latest 6:39 neural nets are running in all of these 6:41 cars and they're used to collect data 6:43 which is used to correct the mistakes 6:45 right of the latest neural nets to make 6:47 them better tesla is not hampered by 6:49 slow adoption of partners so they can 6:51 move as fast and they as they want and 6:53 that's a huge advantage next tesla is 6:55 pushing the envelope of vertical 6:56 integration with factories machinery 6:58 service centers supercharges battery 7:00 manufacturing fsd and more it's a very 7:02 complicated ecosystem that tesla is 7:04 bringing together and this allows tesla 7:06 to give the highest value at the most 7:08 competitive price all right further 7:11 tesla is in the lead with data right and 7:13 tesla is also in the lead with a number 7:14 of vehicles running fsd beta about a 7:17 hundred thousand and growing further 7:19 tesla's in the lead in terms of vertical 7:21 integration with ai and their ai stack 7:23 so they got the in-car hardware they're 7:25 collecting the data they're labeling the 7:27 data training the data they have huge 7:29 training compute they deploy their 7:30 software it's a huge operation that's 7:32 integrated under tesla's roof and then 7:35 you've got the tesla flight wheel the 7:36 more cars they sell right the more and 7:38 better data they get which makes their 7:40 full self driving even better which 7:42 increases value and allows tesla to sell 7:45 more cars and then there's a bigger 7:46 backdrop of what i call car 1.0 versus 7:49 car 2.0 so carb 1.0 is about humans 7:52 driving right their car and full 7:54 attention is required right to drive car 7:56 2.0 now is about ai or neural nets 7:59 driving the car and the human in the car 8:01 they're free to relax play or work and 8:04 the question is can existing oems 8:06 successfully navigate this transition 8:08 from car 1.0 to 2.0 or do they have to 8:11 partner with apple mobilei nvidia cruz 8:14 etc even with the with partnerships can 8:17 they succeed further is autonomous 8:18 driving a network effects market where 8:21 winner takes most meaning will the 8:23 leader collect the most and the best 8:24 data and this flywheel just becomes 8:27 incredibly difficult or impossible to 8:28 catch up with as a tesla investor i'm 8:30 actually glad that apple is coming out 8:32 with this stuff now versus let's say 8:34 seven or eight years ago tesla has 8:37 already pushed forward they've already 8:38 established themselves right as a 8:40 struggle not not just with evs but with 8:42 fsd and the future autonomous driving 8:44 market so the challenge actually lies 8:46 more with apple can they extend right 8:48 their next generation car play into 8:50 something more can they add autonomous 8:52 driving features to us can they really 8:54 compete with this car 2.0 market and 8:56 paradigm and then there's a question of 8:58 google will they come in right with 8:59 android and offer the same type of 9:01 offerings that apple offers and can 9:03 apple google nvidia mobile and others 9:07 right really outfit 9:08 oems enough to compete with tesla in the 9:11 new 2.0 car market i hope this has been 9:13 helpful if it has good like and 9:14 subscribe all my videos can be found as 9:16 an audio podcast as well just search for 9:18 dave lee on investing in your favorite 9:20 podcast player i'm also on twitter at 9:22 heyday7 alright we'll see you guys in my 9:24 next video thanks
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0:00 下一代 carplay 提供 0:03 所有驅動程序屏幕的內容 0:05 提供統一的體驗 0:08 持續的 0:09 這是你的車中最好的 0:12 你的 iPhone，它超越了你 0:15 今天可以用carplay 0:17 與汽車硬件深度集成 0:20 讓您調整汽車的收音機或更改 0:23 你的溫度永遠不會離開 0:26 carplay體驗 0:28 它還包括小部件 0:31 由適合您的 iPhone 供電 0:33 屏幕完美，他們可以住在前面 0:36 並在儀表組中居中 0:39 讓您一目了然 0:42 事實上，這就是下一代 carplay 0:46 為您的整個儀錶盤供電 0:49 為此，您的 iphone 與之通信 0:52 您車輛的實時系統 0:55 設備上 0:56 隱私友好的方式 0:58 顯示您的所有駕駛信息 1:01 像速度 rpms 油位溫度 1:05 和更多 1:06 並且無論哪種類型的獨特屏幕 1:09 下一個您可能會擁有的形狀或佈局 1:12 一代carplay感覺就像是 1:15 專為您的汽車製造 1:19 我們也很高興為您提供 1:20 打造駕駛核心的能力 1:23 給你獨一無二的體驗 1:26 我們精心打造的儀錶盤 1:29 選項 1:30 從現代到現代 1:32 傳統的 1:33 使用不同顏色的 1:35 撥號治療 1:37 背景和佈局提供 1:40 各種外觀和感覺 1:42 您可以選擇不同的策劃主題 1:45 儀表的樣式 1:47 來自世界各地的汽車製造商正在 1:50 很高興能帶來這個新的願景 1:53 carplay 給客戶 1:55 這只是對下一步的嘗試 1:57 一代carplay將帶來 2:00 車輛將開始延遲發布 2:02 明年，我們迫不及待地向您展示 2:06 走得更遠 2:08 嘿，這是戴夫，所以蘋果剛剛開始 2:10 昨天的全球開發者大會 2:12 他們宣布了他們的下一代 2:14 蘋果 carplay 現在 這個 下一個 2:17 一代蘋果 carplay 蘋果 說 2:19 它與您的車輛通信 2:20 設備上的實時系統 2:22 隱私友好的重量顯示您的所有 2:24 駕駛信息，所以有幾個 2:26 問題在這裡它有什麼功能 2:27 和現在的車有什麼不同 2:29 蘋果計劃這輛車在哪裡玩 2:32 領導並且能夠並且將蘋果競爭 2:34 與特斯拉，讓我們來看看什麼 2:36 蘋果正在向我們展示他們的下一個 2:38 這裡是一代 carplay 所以這裡是 2:40 顯示你會看到它只有一個巨大的 2:43 顯示或巨大的可能性 2:45 顯示它具有當前的應用程序類型 2:47 像現在的carplay，但有很多 2:49 這裡的差異所以這裡有一個例子 2:51 如果他們在視頻中顯示的顯示 2:53 我們更深入地研究它是 2:55 你知道的里程表很正常 2:57 它顯示總里程表里程和 3:00 還有旅行里程，所以它實際上是 3:02 進入電腦的 3:04 接下來獲取此信息的系統是 3:07 顯示你有多少燃料以及如何 3:09 你還剩多少里程 3:11 也很有趣，他們利用 3:14 發動機溫度也進一步顯示 3:16 你有多少機油然後它 3:19 向您展示您的裝備和您的 3:21 如果您進入他們的中控台，則 rpms 3:23 在這裡你有一個音樂飛機或任何媒體 3:26 您在這一側有導航，並且 3:28 那麼這裡有一堆控件 3:29 這與 3:32 特斯拉的右 um 控制與 3:35 溫度等等，如果我們去的話 3:37 此外，我們有更多的控制 3:39 氣候控制 你可以控制你的 3:41 車上的座位，你實際上可以做到 3:43 再循環你可以做加熱 3:45 如果您的汽車打開或關閉方向盤 3:47 您可以打開座位的功能 3:48 加熱器或座椅冷卻器，你可以做 3:51 max ac 也同步你的交流，所以有一個 3:54 蘋果 carplay 將提供的大量功能 3:56 在這下一代中挖掘 3:58 carplay 正在進入的屏幕 4:00 扭矩和功率或馬力，然後 4:03 你這裡有一個小部件屏幕 4:04 所以你有你現在的旅行你有 4:06 有一個適合你的日曆 4:08 從你的 iPhone 你有 4:11 空氣質量紫外線指數嗯，你有你的 4:14 車庫門是否關閉 4:17 時間等這裡是另一個屏幕，嗯 4:20 它顯示來電 4:21 這是里程表屏幕，它有 4:23 這個里程表的各種呃變化 4:26 屏幕有點像蘋果手錶 4:27 你也可以自定義它，最後 4:29 這是一個完整的示例佈局 4:32 一堆小部件在這裡媒體中心 4:34 控制台和里程表屏幕沒問題 4:36 這裡發生了什麼事 蘋果正在移動 4:38 carplay 來自信息娛樂系統 4:40 將其轉移到許多不同的領域 4:42 比如駕駛信息氣候控制 4:44 控制你的座位等問題 4:46 carplay 會變成運營商嗎 4:48 控制所有汽車的系統 4:50 同時顯示，也將 4:52 OEM 將自己的顯示 uis 保留為 4:54 所以這是一種衝突 4:56 有趣的是 4:58 這設置了很多未來的擴展 5:00 蘋果蘋果的可能性可能是 5:02 能夠擴大他們的汽車經營 5:04 系統進一步成為成熟的汽車操作系統 5:07 他們可能會增加駕駛員輔助 5:09 功能和最終 fsd 功能 5:11 進入汽車操作系統並提供給 5:14 自動放大器，這可能會設置一個 5:15 汽車OEM的有趣情況 5:17 可能需要在蘋果汽車之間做出選擇 5:19 os 和 tesla fsd 許可蘋果 5:22 這裡有一些有趣的優勢 5:24 他們與 5:26 當前的 iphone 原生應用程序，如日曆 5:28 導航通訊簿消息小部件 5:30 而且蘋果擁有龐大的開發者 5:33 生態系統和開發者生態系統 5:35 可以擴展當前的功能 5:37 汽車上的應用程序，例如游戲等 5:40 carplay 還允許現有的 OEM 5:42 使他們在汽車中的 ui 和 ux 現代化 5:45 最低的成本和進一步的汽車 5:47 成為ios和蘋果的擴展 5:50 媒體生態系統有一些 5:52 缺點以及蘋果必須 5:54 首先面對他們需要與之合作 5:56 現有的 OEM 通常速度較慢 5:58 採用新技術，例如它 6:00 已經花了很多年的時間 6:02 現有的 carplay 將推廣到很多 6:04 汽車製造商還有潛力 6:06 如果 carplay 成為利益衝突 6:08 一個操作系統來取代所有 6:10 汽車蘋果中的 ui 和 ux 正在運行 6:13 獲得很大的影響力和問題 6:14 是 OEM 將允許進一步的蘋果 6:16 沒有大型艦隊可以收集 6:18 提供令人信服的所需數據 6:20 完整的自動駕駛體驗或功能 6:23 他們參加比賽的時間很晚 6:24 現在讓我們將其與特斯拉進行對比 6:26 特斯拉已經擁有一支龐大的車隊 6:28 他們的硬件三他們得到了最新的 6:31 在這些中運行的神經網絡 6:32 陰影模式下的汽車以及收集 6:35 相關且非常有價值的數據 6:37 的明顯優勢是最新的 6:39 神經網絡在所有這些中運行 6:41 汽車，它們用於收集數據 6:43 用於糾正錯誤 6:45 最新的神經網絡的權利 6:47 他們更好 特斯拉不受阻礙 6:49 緩慢採用合作夥伴，因此他們可以 6:51 盡可能快地移動，他們想要的， 6:53 這是下一個特斯拉的巨大優勢 6:55 突破垂直的信封 6:56 與工廠機械集成 6:58 服務中心為電池增壓 7:00 製造 fsd 等等，這是一個非常 7:02 特斯拉是複雜的生態系統 7:04 聚集在一起，這讓特斯拉 7:06 至多給予最高的價值 7:08 有競爭力的價格可以進一步 7:11 特斯拉在數據權方面處於領先地位 7:13 特斯拉也以數量領先 7:14 運行 fsd beta 的車輛數量約為 7:17 十萬並進一步增長 7:19 特斯拉在垂直方面處於領先地位 7:21 與 AI 及其 AI 堆棧集成 7:23 所以他們得到了他們的車載硬件 7:25 收集他們標記的數據 7:27 數據訓練他們擁有巨大的數據 7:29 訓練計算他們部署他們的 7:30 軟件這是一個巨大的操作 7:32 集成在特斯拉的屋頂下，然後 7:35 你有特斯拉飛輪 7:36 他們賣得越多的汽車越多 7:38 他們得到更好的數據，這使得他們 7:40 全自動駕駛更好哪個 7:42 增加價值並允許特斯拉出售 7:45 更多的汽車，然後有一個更大的 7:46 我稱之為汽車 1.0 的背景與 7:49 car 2.0 所以 carb 1.0 是關於人類的 7:52 正確駕駛他們的車 7:54 開車需要注意 7:56 2.0 現在是關於人工智能或神經網絡的 7:59 駕駛汽車和車內的人 8:01 他們可以自由地放鬆玩耍或工作， 8:04 問題是現有的原始設備製造商可以 8:06 成功駕馭這一轉變 8:08 從汽車 1.0 到 2.0 還是他們必須這樣做 8:11 與蘋果移動合作夥伴 nvidia cruz 8:14 等即使與合作夥伴關係也可以 8:17 他們進一步成功是自主的 8:18 推動網絡效應市場 8:21 獲勝者最有意義 8:23 領導者收集最多最好的 8:24 數據，這個飛輪就變成了 8:27 難以置信的困難或不可能 8:28 趕上作為特斯拉投資者的我 8:30 真的很高興蘋果出來了 8:32 現在有了這些東西，讓我們說 8:34 七八年前，特斯拉 8:37 已經推進他們已經 8:38 確立了自己的權利 8:40 不僅與電動汽車斗爭，而且與 8:42 fsd和未來的自動駕駛 8:44 市場所以挑戰實際上在於 8:46 更多與蘋果，他們可以擴展權利 8:48 他們的下一代汽車玩成 8:50 他們可以添加更多自主權 8:52 駕駛功能給我們他們真的可以嗎 8:54 與這款汽車 2.0 市場競爭， 8:56 範式，然後有一個問題 8:58 谷歌他們會進來嗎 8:59 android 和提供相同類型的 9:01 蘋果提供並且可以提供的產品 9:03 蘋果谷歌英偉達移動和其他 9:07 對了真的裝 9:08 oem 足以與特斯拉競爭 9:11 新的2.0汽車市場我希望這是 9:13 如果它有很好的喜歡和 9:14 訂閱我所有的視頻可以找到 9:16 一個音頻播客也只是搜索 9:18 戴夫李投資你最喜歡的 9:20 播客播放器我也在推特上 9:22 heyday7 好吧，我們會在我的 9:24 下個視頻謝謝
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