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  1. Reading over the NVIDIA Orin TuSimple press release, made me think about the convergence of silicon manufacturers into ML/AI and autonomy to help vertically supply the rise in innovation particularly in machines and vehicles going from a censor-based capacitor approach to censor-vision-ML fusion. Intel made the move to acquire Mobileye, which at the time was the most advanced level-2 and arguably still up there amongst the top 5, and in 2013-2014 was equipped for Tesla’s then autopilot solution. Nvidia apparently has been working with TuSimple on a much closer basis, one that benefits both sides. Tesla on the other hand, for their ML and AI solutions, separately, has opted to design and build their own silicon. For other parts of their products, like the GPU for their center display, visualization and in-car-gaming experience, Tesla uses AMD, a change from Intel Atom in their first Model 3. However, this processor does not run the mechanics of the car. That’s just carbide and silicon, not to mention the fusion between large-scale manufacturers like Toyota, Volvo, Stellantis, Diamler, CAT, Komatsu, working with various battery and autonomy companies fusing sensors and working on ML, or Hyundai snatching up Boston Dynamics and cutting their ties with Canoo to build out their own skateboard framework. The convergence is real, part of the disruption and innovation, the next 5-10years will be globe-shaping.

  2. Despite current market conditions (on Monday, Jan 10, 2022) TuSimple ($TSP) is grossly undervalued (at current market share price <$26 at closing bell), considering the cash burn rate is very low, especially relative to the "cash cushion," (as Ms. Woods eloquently put in her @ARKInvest remarks few days ago) that is around $5bn. The stock intrinsic value, at current conditions or not, remain above $35/share. Few stocks like $TSP offer a combination of such innovative value growth potential, with an underlying healthy balance sheet.

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