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Thu. 12/12 – The “Killer App” For Vision Pro?

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Dec 12, 2024
Explore the fallout from Cruise's struggles and GM's shift in self-driving tech. Discover innovative features of Gemini 2.0 Flash, including advanced spatial reasoning. Dive into the enhancements of the Vision Pro, which might finally have a standout app. Learn about Xiaohongshu, a rising e-commerce app from China achieving impressive profits. Plus, insights on emerging trends in AI data accessibility and the implications of the CHIPS Act on U.S. manufacturing.
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ANECDOTE

Cruise Fallout

  • Honda dissolved its self-driving partnership with GM after GM exited the robotaxi business, losing Honda's $852 million investment.
  • Microsoft also expects an $800 million charge due to their minority stake in Cruise.
INSIGHT

Robotaxi Economics

  • Robotaxis may not be profitable enough for car manufacturers, leading them back to selling personally owned, mostly autonomous vehicles.
  • This shift presents new risks, especially in the handoff between automated systems and human drivers.
INSIGHT

Gemini 2.0 Flash

  • Gemini 2.0 Flash features impressive spatial reasoning and a new streaming API.
  • The streaming API enables real-time audio and video interaction with the model, similar to a sci-fi experience.
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