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TomTom augustus 2019 - Vakantietijd

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boem! schreef op 21 augustus 2019 16:46:

De kaspositie is het slechts presterende onderdeel van TT so far.

De bijdrage aan EBIT is nihil of het nu 150 of 750 mio zal gaan bedragen.
Voor ondermemingswaarde geen enkel positief effect buiten het feit dat equitie partijen wel raad weten met zulk een buitenkansje om gratis geld te scoren.

Ik denk dat HG dit al heeft voorzien en zal daarom het wapen van dividend in gaan zetten indien er geen grote aquisitie aankomt.

Met een toezegging van dividend ad 90% van de FCF zal ook de kaspositie gaan renderen
voor aandeelhouders.
Mooie tactiek om de 15 euro snel op de borden te krijgen.
Dutchy Ron
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Er komen in elk geval weer berichten vanuit TT, teken van leven en vandaag dik tevreden
Dutchy Ron
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Self-driving technology is hard — so hard that even the industry front-runner is showing its cards to try to get more brainpower on the problem.

What's happening: Waymo announced today it's sharing what is believed to be one of the largest troves of self-driving vehicle data ever released in the hope of accelerating the development of automated vehicle technology.

"The more smart brains you can get working on the problem, whether inside or outside the company, the better," says Waymo principal scientist Drago Anguelov.
Why it matters: Data is a critical ingredient for machine learning, which is why until recently, companies developing automated driving systems viewed their testing data as a closely-guarded asset.

But there's now a growing consensus that sharing that information publicly could help get self-driving cars on the road faster.
What's happening: The idea is to eliminate what has been a major roadblock for academia — a lack of relevant research data.

Aptiv, Argo and Lyft have released maps and images collected via cameras and lidar sensors.
Now, even Waymo — the market leader, with more than 10 million autonomous test miles — is opening up its digital vault.
Context: On any given day, an AV can collect more than 4 terabytes of raw sensor data, but not all of that is useful, Navigant Research analyst Sam Abuelsamid writes in Forbes.

During testing, a safety driver typically oversees the vehicle's operation, while an engineer with a laptop in the passenger seat makes a notation of interesting encounters or challenging scenarios.
At the end of the day, all the sensor data from the vehicle is downloaded. The "good stuff," as Abuelsamid calls it — encounters with pedestrians, cyclists, animals, traffic signals and more — is analyzed and labeled.
It's a labor-intensive process, as the New York Times described in a fascinating story this week.
Humans — lots and lots of humans, NYT notes — must label and annotate all the data by hand so the AI system can understand what it's “seeing" before it can begin learning.
People pore over images of street scenes, drawing digital boxes around and adding labels to things that are important to know, like: This is a pedestrian, a stroller, a double yellow line.
Between the lines: The data that Waymo is releasing is particularly rich, collected from 1,000 driving scenes in 25 cities including Phoenix, San Francisco, Mountain View and Kirkland, Washington. Even so, it still amounts to just 5.5 hours of driving time.

Each segment captures 20 seconds of continuous driving in 360-degree footage captured from 5 lidar and 5 camera sensors, giving researchers the opportunity to develop algorithms to track and predict the behavior of other road users.
Each of the scenes has been painstakingly labeled — 13 million labels in all.
The intrigue: Waymo's move shows how high the stakes have grown, says Gartner analyst Mike Ramsey.

"I don’t think they are worried about anyone catching them. They’re probably more worried about whether they can make this work, or if anyone can. Is this even doable after 10 years of working on this?"

www.axios.com/newsletters/axios-auton...
jovi
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Totale netto shortpositie TomTom op 21 augustus 2019: 0,00%

(Dus alles weer, Marshall Wace incluis, onder 0,5%)

jovi
Dutchy Ron
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Leuke blog over de maps van Huawei

HiCar kann nicht nur über das Smartphone verwendet werden, sondern es kann auch von den Autoherstellern direkt integriert werden. Dazu gibt HUAWEI an, dass über 30 Hersteller und über 120 Modelle das unterstützen werden. Welche Hersteller das genau sind wurde nicht erwähnt. Ich bezweifle jedoch, dass nach dem ganzen Trouble wegen Spionage deutsche Autobauer sofort auf den Zug aufspringen werden. Jedoch hat HUAWEI mit Porsche gute Beziehungen also ist es vielleicht doch nicht ganz so unwahrscheinlich

www.huaweiblog.de/news/huawei-entwick...

Trotzdem das HUAWEI ein Spätstarter in Sachen Kartendienst ist, verfügt HUAWEI über Telekommunikationsbasisstationen in über 160 Ländern und Regionen, die ergänzende Informationen zu Satellitenpositionierungsdaten anbieten und somit bessere Kartendienste anbieten können.

Huawei Map Kit wird in 40 Sprachen erhältlich sein. Es wird Echtzeit-Verkehrsbedingungen und ein hoch entwickeltes Navigationssystem bieten, das zum Beispiel einen Spurwechsel erkennt. Es wird auch Augmented-Reality-Mapping unterstützen, sagte Zhang.
Dutchy Ron
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Nait Soesen
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quote:

tatje schreef op 20 augustus 2019 19:34:

Zie hem varen, is in de haven en ik sta aan wal, gaat nu naar rechts. :-)

Zie geen zeilen, zal dus op het hulpmotortje varen.
Hij kwam rechtstreeks van Sicilië in 2 dagen varen! Morgen zit die weer op het kantoor denk ik! :) Binnenkort pb ??
tatje
1
quote:

Nait Soesen schreef op 21 augustus 2019 23:35:

[...]

Hij kwam rechtstreeks van Sicilië in 2 dagen varen! Morgen zit die weer op het kantoor denk ik! :) Binnenkort pb ??
Zaterdag aan de zijkant van Sicilië denkelijk met de auto naar Catania en met KLM naar huis.

De crew dus van zaterdag tm dinsdag gevaren naar Palma de Mallorca.

3 dagen op zee, dat gaan de Goddijntjes niet doen.

Wie betaalt, bepaalt.
Dutchy Ron
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www.geospatialworld.net/blogs/huawei-...

Hier staat exact wat ik denk. Voor maps van Europa en US is Huawei afhankelijk van andere mapmakers zoals TT. Er zal niet gekozen worden voor een US mapmaker want dan ligt Trump weer dwars.

Dus ..... laat de deal tussen TT en huawei maar komen

Alternatively, why should Huawei look at a partner within China?

I am surprised that there is no mention of the likes of Baidu Maps in this scenario. Because for the external world, Baidu is already a success story and one that is easy to believe and accept. Primarily from the technology platform standpoint, it can be a key. As I have mentioned earlier in the blog post on HarmonyOS, the key to the success of Chinese technology ecosystem outside of China might not lie in bringing out technologies in a stand-alone way, but in a collaborative way. Collaboration is going to be a critical success factor for Chinese tech giants in the current scenario of a trade war.

Companies like Microsoft and Apple have tried hard and not found success all through these years. To further add to this complexity, especially the restrictive business scenario poses a greater challenge.

In conclusion

So, Huwaei can look at to other these alternatives. One, find a technology partner like Baidu and use their technology stack. Two, work with geospatial players in China and India to aggregate the global map data and value-added data.
tatje
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Perdu76
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quote:

Dutchy Ron schreef op 22 augustus 2019 09:08:

Tip off topic: Morgen gaan de banken +5%
Waarom?
Dutchy Ron
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quote:

Dutchy Ron schreef op 22 augustus 2019 09:08:

Tip off topic: Morgen gaan de banken +5%
ING heeft het eerste uur al 2% gepakt van 8,34 naar 8,54
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