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特斯拉Robotaxi计划比半烘焙更糟糕

特斯拉Robotaxi计划比半烘焙更糟糕

极速排列3ZUOZHE:John Engle

摘要

  • 特斯拉在Autonomy Day上推出了新的微芯片,声称它将支持全自动驾驶; 它还推出了一个据称将于明年投入服务的机器人网络。
  • 特斯拉声称芯片优势立即受到质疑; NVIDIA强调了自己的进步,同时展示了特斯拉故意尝试进行苹果与橘子的比较。
  • 首席执行官埃隆马斯克提供了很少有关机器人服务的细节,显然很少或根本没有考虑许多关键问题,包括保险,责任和法规。
  • 鉴于自动驾驶技术的现状,似乎没有希望马斯克的主张能够实现; 看来这一事件是为了分散即将发布的收益,而不是分享现实的发展。

4YUE22RI,TESILA(TSLA)ZHUCHIQIAutonomyTOUZIZHERI,TUICHUQIXINDEWEIXINPIAN,ZHIZAISHIXIANQICHEDUIDEQUANZIDONGJIASHI(“FSD”)NENGLI。SHOUXIZHIXINGGUANAILONGMASIKESHENGCHENG,ZHEIXIEJIANGANZHUANGZAISUOYOUTESILAQICHESHANG,FEIYONGYOUGONGSICHENGDAN,BINGJIANGZHICHIJIANGYU2020NIANTOURUFUWUDEJIDONGCHECHUZUCHEDUI。

极速排列3SUIRANZHEITINGQILAILINGRENXINGFEN,DANXIANSHIQUEGENGJIAQINGXING。TESILASHENGCHENGZIJIDEJISHUTUPORUCISHENGDA,YIZHIYUTADECHELIANGJIANGZAIMINGNIANHUODE5JIZIZHUQUAN,DANTAJIHUMEIYOUTIGONGZHICHIZHEIYIDADANDEZHUZHANG。RUGUOYOUDEHUA,TESILADEZIZHIRIYIJINGYINFALEGENGDUODEWEIXIANXINHAO。TOUZIZHEYINGGAIJIDUHUAIYIDIJIEJINZIDONGJIASHIQICHEDEJINQISHICHANGQIANLI。

新芯片,新承诺

JIGEYUELAI,TESILASHENGCHENGQIZIJIDEZHUANYOUXINPIANJIANGCHUIZOUDANGQIANDEJINGZHENGDUISHOU。GENJUAutonomy DayDEJIESHAO,TESILAJIANGZAIQICHEZAIJISUANJISHANGANZHUANGLIANGGEXIANGTONGDEXINPIAN,CONGERSHIJISUANJINENGGOUDADAOMEIMIAO144WANYICICAOZUO(“TOPS”)。TESILASHENGCHENGZHEIYUANYUANYOUYUNVIDIA(NVDA)TIGONGDECHANPIN。JUTESILACHENG,QIQIJINWEIZHIZAITESILAJISUANJIZHONGSHIYONGDEXavierMOXINGXINPIANJINNENGDADAO21 TOPS。

RUGUOTESILASHENGCHENGDUIDAXINGXINPIANZHIZAOSHANGDEJISHUYOUSHITINGQILAIHAODELINGRENNANYIZHIXIN,NEIJIUSHIYINWEITA。SHISHISHANG,NVIDIAYIJINGHUIYINGLEAutonomy DayJIEMU,ZHICHULEYIXILIECUOWUHECUOWUMIAOSHU:

极速排列3WENTISHI,JINTIANDENVIDIAZHUANJU,MASIKEDEDAOLETADEJISUANHETADEBIJIAOCUOWU。GAIXINPIANZHIZAOSHANGZHICHU,XavierDESHIZHONGPINLVWEI30 TOPSERBUSHI21。TONGSHIJIANGDANGEXavierYUEVQUANZIDONGJIASHIJISUANJINEIDELIANGGETeslaXINPIANJINXINGBIJIAOSHIBUZHENGQUEDE。

“GENGZHUNQUEDESHI,NVIDIAJIANYI,JIANGBIJIAOTESILADECHEZAIDIANNAOYUDRIVE AGX Pegasus,TAZIJIDEZHEIZHONGXITONGBANBEN。TAJIEHELELIANGGEXavierXINPIAN,MEIGEXINPIANDOUDAIYOUGPU,BINGYI320 TOPSJINRU。ZAIXIANXIA,NVIDIADEXIAYIDAIXINPIANOrinJIANGYIGENGGAODEXINGNENGQUDAIXavier。“

TESILASHENGCHENGZAIZIQUDONGXINPIANYINGJIANLINGYUCHUYULINGXIANDIWEI,XIANRANWEINENGTONGGUOSHENHE。NVIDIAZHENGZAIHUAFEISHUSHIYIMEIYUANLAIYINGDUIFSDDETIAOZHAN,YUANYUANCHAOGUOTESILAKEYICHENGDANDEFEIYONG。TESILAXIANZAIXIANRANMEIYOUYOUSHI,SIHUYEBUKENENGZAIWEILAIJIANLIYIGE。

半烘焙策略

JIANYUTESILASHENGCHENGTAMINGNIANJIANGZAIDAOLUSHANGYONGYOUCHAOGUOYIBAIWANLIANGZIDONGJIASHIQICHE,QIZHONGXUDUOJIANGYONGZUOJIQIREN,RENMENKENENGXIWANGGAIGONGSIKEYITIGONGYIXIEWULIUXIJIE。RANER,ZIZHIRIDEJIESHAOZHISHIJIESHILEBIAOMIANXIJIE。JalopnikDEYIFENBAOGAOCHENGZHENGGEQIYEDOUSHIBANSHENGBUSHUDE,ERQIEZAIWENDAHUANJIEZHONG,MASIKEDEXUDUOFANYINGHEFEIHUIDA。SHISHISHANG,MASIKEJIBENSHANGCHENGRENJISHIMIBULEYIXIESHENGCHENGDEJINGJILIYI:

HUAERJIEDEJIWEIFENXISHIDUIYIXIANGJIHUADEXIJIEQUEFALEJIE,GAIJIHUAYINGGAIZAIYINIANDUODESHIJIANNEIWANCHENG。CowenDESHIHOUTOUZIZHESHUOMINGZAIPINGGUZHONGTEBIEXUEJIAN:

TESILAWANGLUOJIQIRENJIHUASIHUYIJINGBANCHENGPINLE,GAIGONGSISIHUDUIJIAGE,BAOXIANZERENHUOJIANGUANHEFALVYAOQIUMEIYOUDAANHUOSHENZHIMEIYOUKAOLVGUOXIANGDANGJIBENDEWENTI。“

极速排列3ZHEIXIEDOUSHIBIXUJIEJUEDEJIQIYANZHONGDEWENTI,DANTESILAXIANRANYIJINGJILETAMENHENDUO,SHENZHIMEIYOUKAOLV。

投资者的主张

极速排列3TESILAWEINENGZHENGMINGQIDUIMINGNIANJIANGSHIXIANWANQUANZIZHIDEXINXIN。TASHENGCHENGYINGJIANYOUSHIYIJINGBEINVIDIAPOHUAILE,ERQITUICHUSHIJIANBIAOSIHUMEIYOUYANSUDEJIHUABEIHOU。

TESILADUIQINIYIDEJIQIRENWANGLUODEJIBENWENTIQUEFADAAN,ZHEIJIAQIANGLEXUDUOTESILAHUAIYILUNZHEDEJIELUN,JIZIZHURIGENGDUODESHIJIANGSHICHANGCONGJIJIANGDAOLAIDEDIYIJIDUSHOUYIBAOGAOZHONGFENSANCHULAI,ERBUSHIYIGEYOUYIYIDEXINXIANGMUBENSHEN。

YOUYUDADUOSHUZHUANJIAHEYENEIRENSHIDOUBIAOSHIGUANGFANRENTONGFSDYIJINGSHINIANHUOGENGZHANGSHIJIAN,TESILADAIBIAOLEYIGEJIDUANDEYICHANGZHI。JIANYUWOMENDAOMUQIANWEIZHISUOZHANSHIDENEIRONG,TOUZIZHEDUIXINRENZHUANJIADEXINXINBISHEXIANGDECHENGNUOGENGMINGZHI。

极速排列3RobotaxisKENENGYOUYITIANHUIJINRUFUWU。DANTABUHUISHIMINGNIAN。TOUZIZHEYINGGAIJIXUGUANZHUTESILAQICHEYEWUDEJIBENMIAN,ERBUSHIDUIWEILAIDEKUANGREZHUZHANG。