Thomas von Tschammer: commitment

Transcript context

…Are you sure? What does a wake-off look like there when it comes to sitting down thinking what would be a good product in the market, even if it's something like high level as that. Models are getting pretty good. And then there's all these steps from this sort of initial ideation to breaking things out into subsystems and thinking about the constraints that each of those has to have, and then throwing these things into actual 3D representations in these systems, setting up all the simulations. I'm increasingly struggling to find the place where I'm like, in that whole sequence of events, like here's the ones that the AIs can't do. And I think there's some we may not want them to do, or we may want to hold on to final judgment, final calls, all that kind of stuff. But leaving aside like what we want to hold on to, it doesn't feel like it's so far off that you could have a little society of fables pick up where the humans left off and literally like design the next model year of car. If that's crazy, why do you think that's crazy? What is the part that we're so far off on? I don't know. So you have a good point. All of these tasks today, I strongly believe that with the models and capabilities that we have, can be automated instrument. These models have capabilities to translate any specification into a design. and then simulate that design automatically using solvers. All of that can already today be automated through agents, and that's what we're doing as a company. Where I believe there is another level of complexity is the dimension of the problem, right? Yes, this is being done today for specific products, right? Battery core plates, aerodynamics, crash, right? Where I don't believe this will become a blank box, is you add all the dimensions you want to have for a card, right? Because then that's where you really want engineers to hold on to that. I believe that we always want to have engineers hold on to the final trade-off and the final decisions, right? Because that's where you need the domain is deeply ingrained, right? And that's also where the differentiators are happening between you and the competitor, right? How will the differentiation will happen tomorrow between OEM1 and OEM2, it's going to be the ones that are able to deeply ingrain their engine and key into these AI workflows. That's going to be key. That's what many good companies are realizing. Yeah, that's fascinating. What do you think the odds are that we get, like, I guess I'll only start with one about your alignment of your business model, the role of the human. I assume that over time you've probably had some sort of seat-based pricing and potentially also a sort of compute-based pricing for simulation execution. I'd just to know where you've been on that historically. But then as we go forward, do you think you actually can sustain a seat-based model or is the model going to have to move in another direction?…

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