andyding 的讨论

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特斯拉 的估值很大一部分来自对无人驾驶的期望在里面,但也不可能占比超过一半吧?所以说这两天媒体把Elon Musk说的“绝对的焦点是能否解决完全自动驾驶问题。这是至关重要的。这真的能决定特斯拉到底是价值不菲还是一文不值。”绝对化了,基于Tesla Vision的L5无人驾驶前途光明,道阻且长:$特斯拉(TSLA)$ $比亚迪(SZ002594)$ 



A major part of real-world AI has to be solved to make unsupervised, generalized full self-driving work, as the entire road system is designed for biological neural nets with optical imagers。


"The road system was designed to work with biological neural nets & eyes, so a general solution to self-driving necessarily will require silicon neural nets & cameras. Real-World AI." 


 “Humans drive with eyes & biological neural nets, so makes sense that cameras & silicon neural nets are the only way to achieve a generalized solution to self-driving."


"We built the team from scratch and have been developing what we think is probably the most advanced real-world AI in the world," Musk said. "Certainly, we appear to be able to use things with full self-driving that others cannot."


 "there is no guarantee that any incremental changes in the specific equipment we deploy in our vehicles over time will not result in initial functional disparities from prior iterations or will perform as expected in the timeframe we anticipate, or at all,"

特斯拉 的估值很大一部分来自对