Thanks for the follow up note. I will translate this and share it with my X friends as they are all interested in
$joby @KurrinBickmore @TheTechInvest @alexkoh @jrouldz @danielnewmanUV
Translation
โโโโ
I was short-sighted. First, I want to sincerely apologize.
Yesterday, after getting excited by a very valuable story I heard from a Joby employee, I hurriedly posted about it. However, upon further inquiry with that employee, I received a response that the information I heard yesterday was too internal to the company to be disclosed publicly.
Iโm truly sorry for hyping things up and causing unnecessary attention. For this reason, it seems difficult to cover this on a broadcast. Instead, Iโd like to share just one thing.
Joby is currently working on creating something entirely new that didnโt exist before. This implies two things:
First, itโs an area with no definitive answers.
Second, it requires a tremendous amount of trial-and-error data.
Much like Teslaโs FSD.
Because of this, in such an area, it seems especially necessary to be extremely cautious about making definitive statements.
Was it about 8-9 months ago? A UAM expert appeared on Sampro TV and said that, due to degradation issues caused by high power output with current battery technology, UAMs are, at this stage, only capable of demonstrations and not ready for commercialization. (The thumbnail was quite provocative too.)
I found that content impressive and shared it with our community as well.
To get to the point, in an area with no definitive answers, it seems we shouldnโt speak with unwarranted certaintyโฆ
After hearing yesterdayโs story, I thought the expertโs claims were points that Joby could sufficiently overcome.
In an industry that is pioneering a completely new path, accumulated data is critical. Whoever holds the most data will likely determine the leader of that industry. If so, the answer seems already clear.
However, reaching the stage where a new industry is created and matures is an incredibly difficult task, with countless obstacles to overcomeโฆ
While having a lot of data may guarantee a frontrunner in the industry,
having a lot of data doesnโt guarantee success in that industry, and this is something we should always keep in mind.
Personally, I believe that in this regard, it ultimately comes down to a matter of faith. And if so, from an investorโs perspective, the first element to believe in and monitor would likely be the competence of the leader above all elseโฆ Thatโs my personal opinion.
I hope this has been at least somewhat helpful.
๐โโ๏ธ๐โโ๏ธ๐โโ๏ธ
(By the way, I heard that the term UAM is no longer used in Silicon Valley. Itโs eVTOL now.)
์ ๊ฐ ์๊ฐ์ด ์งง์๋ค์. ์ผ๋จ ์ฃ์กํ๋ค๋ ๋ง์ ๋จผ์ ๋๋ ค์.
์ด์ ์กฐ๋น ์ง์๋ถ๊ป ๋๋ฌด๋ ์์คํ ์ด์ผ๊ธฐ๋ฅผ ๋ฃ๊ณ ํฅ๋ถํ ๋๋จธ์ง ์ด๋ ๊ฒ ๊ธํ๊ฒ ๊ธ์ ์ฌ๋ ธ์๋๋ฐ, ์ต์ข
์ ์ผ๋ก ๊ทธ ์ง์๋ถ๊ป ๋ค์ ๋ฌธ์ํ ๊ฒฐ๊ณผ ์ด์ ๋ค์ ๋ด์ฉ์ด ๋๋ฌด ํ์ฌ ๋ด๋ถ ๋ด์ฉ์ด๋ผ ๊ณต๊ฐํ๋ ๊ฑด ์๋ ๊ฒ ๊ฐ๋ค๋ ๋ต์ ์ ๋ฐ์์ต๋๋ค.
๋ถ์๊ธฐ๋ง ๋์๋๊ณ ์ด๊ทธ๋ก๋ง ๋ ๊ฒ ๊ฐ์ ์ ๋ง ์ฃ์กํฉ๋๋ค. ๊ทธ๋์ ๋ฐฉ์ก์ผ๋ก ๋ค๋ฃจ๊ธฐ๋ ์ด๋ ค์ธ ๊ฒ ๊ฐ์ต๋๋ค. ๋์ ์ด๊ฒ ํ๊ฐ์ง๋ ๋ง์๋๋ ค๋ณด๊ฒ ์ต๋๋ค.
์กฐ๋น๋ ์ง๊ธ ๊ธฐ์กด์ ์๋ ์์ ํ ์๋ก์ด ๊ฒ์ ๋ง๋ค๊ณ ์์ต๋๋ค. ๊ทธ๋ง์ ๊ณง 2๊ฐ์ง๋ฅผ ์๋ฏธํฉ๋๋ค.
์ฒซ๋ฒ์งธ, ์ ๋ต์ด ์๋ ์์ญ์ด๋ค.
๋๋ฒ์งธ, ๊ทธ๋์ ์๋ง์ trial and error ๋ฐ์ดํฐ๊ฐ ํ์ํ๋ค.
๋ง์น ํ
์ฌ๋ผ FSD์ฒ๋ผ ๋ง์ด์ฃ .
๊ทธ๋ ๊ธฐ ๋๋ฌธ์ ์ด๋ฐ ์์ญ์ ์์ด์ ๋งํผ์ ํนํ ๋ฌด์ธ๊ฐ์ ๋ํด ํ์ ์ ์ผ๋ก ์ธ๊ธํ๋ ๊ฒ์ ๋งค์ฐ ๋งค์ฐ ์กฐ์ฌํ ํ์๊ฐ ์์ด ๋ณด์
๋๋ค.
8-9๊ฐ์์ ์ฏค์ด์์๊น์? ์ผํ๋ก TV์ ํ UAM ์ ๋ฌธ๊ฐ๊ฐ ๋์์ ํ์ฌ์ ๋ฐฐํฐ๋ฆฌ ๊ธฐ์ ๋ก๋ ๊ณ ์ถ๋ ฅ์ผ๋ก ์ธํ ์ดํ ๋ฌธ์ ๋๋ฌธ์, ํ์ฌ๊น์ง์ UAM์ ์์ฉํ๊ฐ ์ด๋ ค์ด ์์ค์ด๊ณ ์์ฐ๋ง ๊ฐ๋ฅํ๋ค๊ณ ๋งํ๋ ์ ์ด ์์ต๋๋ค. (์ธ๋ค์ผ๋ ๋๋ฌด ์๊ทน์ ์ด์์ฃ )
์ ๋ ๊ทธ ๋ด์ฉ์ด ์ธ์ ๊น์ด ์ ํฌ ์ปค๋ฎค๋ํฐ์๋ ์ฌ๋ ธ์๋๋ฐ์.
๊ฒฐ๋ก ๋ง ๋ง์๋๋ฆฌ๋ฉด ์ ๋ต์ด ์๋ ์์ญ์ด๊ธฐ์ ํจ๋ถ๋ก ํ์ ์ ๊ฐ๊ณ ์๊ธฐํ๋ฉด ์๋๋ ๊ฒ ๊ฐ๋ค...์
๋๋ค.
์ด์ ์๊ธฐ๋ฅผ ๋ฃ๊ณ ๋์...๊ทธ ์ ๋ฌธ๊ฐ์ ์ฃผ์ฅ์ด ์กฐ๋น์๊ฒ๋ ์ถฉ๋ถํ ๊ทน๋ณต ๊ฐ๋ฅํ ํฌ์ธํธ๋ก ์๊ฐ๋์ต๋๋ค.
์์ ํ ์๋ก์ด ๊ธธ์ ๊ฐ์ฒํ๋ ์ฐ์
๋ถ์ผ์ผ๋ง๋ก ์ถ์ ๋ ๋ฐ์ดํฐ๊ฐ ์ค์ํฉ๋๋ค. ๋๊ฐ ๊ฐ์ฅ ๋ง์ ๋ฐ์ดํฐ๋ฅผ ๊ฐ๊ณ ์๋๋๊ฐ ๊ฒฐ๊ตญ ๊ทธ ์ฐ์
์ ์ ๋์ฃผ์๋ฅผ ๊ฒฐ์ ํ๊ฒ ์ฃ . ๊ทธ๋ ๋ค๋ฉด ๋ต์ ์ด๋ฏธ ๋์์๋ ๊ฒ ๊ฐ์ต๋๋ค.
๋ค๋ง ์๋ก์ด ์ฐ์
์์ฒด๊ฐ ๋ง๋ค์ด์ง๊ณ ์ฑ์ํด์ง๋ ๋จ๊ณ๊น์ง ๊ฐ๋ค๋ ๊ฒ์ ์ ๋ง๋ก ์ด๋ ค์ด ์ผ์ด๋ฉฐ, ๊ทน๋ณตํด์ผ ๋๊ฐ์ผ ํ ๋ฌด์ํ ๋ง์ ๋๊ด๋ค์ด ์๊ธฐ ๋๋ฌธ์...
๋ฐ์ดํฐ๊ฐ ๋ง์ ๊ฒ์ด ๊ทธ ์
๊ณ์ ์ ๋์ฃผ์๋ฅผ ๋ณด์ฅํ ์ ์๊ฒ ์ง๋ง,
๋ฐ์ดํฐ๊ฐ ๋ง๋ค๊ณ ํด์ ๊ทธ ์ฐ์
์ ์ฑ๊ณต์ํจ๋ค๋ ๋ณด์ฅ์ ์๋ค๋ ์ ๋ ๋ ์ผ๋์ ๋์ด์ผ ํ ๊ฒ ๊ฐ์ต๋๋ค.
๊ฐ์ธ์ ์ผ๋ก ์ด ๋ถ๋ถ์ ์์ด์ ๋งํผ์ ๊ฒฐ๊ตญ ๋ฏฟ์์ ์์ญ์ด ๋ ๊ฒ ๊ฐ์ต๋๋ค. ๊ทธ๋ฆฌ๊ณ ๊ทธ๋ ๋ค๋ฉด ํฌ์์์ ๊ด์ ์์ ๋ฏฟ๊ณ ๋ชจ๋ํฐ๋ง ํด์ผ ํ ์ฒซ๋ฒ์งธ ์์๋ ๋ฌด์๋ณด๋ค ๋ฆฌ๋์ ์ญ๋์ด ๊ฐ์ฅ ์ฐ์ ์ด์ง ์์๊น...ํ๋ ๊ฐ์ธ์ ์๊ฒฌ์ ๋ด์ด๋ด
๋๋ค.
์กฐ๊ธ์ด๋๋ง ๋์์ด ๋์
จ๊ธฐ๋ฅผ ๋ฐ๋๋๋ค.
๐โโ๏ธ๐โโ๏ธ๐โโ๏ธ
(์ฐธ๊ณ ๋ก ์ด์ ์ค๋ฆฌ์ฝ๋ฐธ๋ฆฌ์์ UAM์ด๋ผ๋ ์ฉ์ด๋ฅผ ์์ ์์ด๋ค๊ณ ํฉ๋๋ค. eVTOL ์
๋๋ค.)