$特斯拉(TSLA)$ 为什么我对L4落地有信心，cybercab会按照既定计划快速推进。大模型应用的普及即需要有硬件载体也需要应用场景在其能力边界范围内。
看看DeepMind团队一篇生成式交互环境论文，阐述的能力和价值，完美契合fsd和机器人。
这轮Ai探索，目前看只有特斯拉点对了科技树，如今大刀阔斧的改革恰恰是证明了能够成功的信心。
“I think Tesla will have sort of a ChatGPT moment, maybe if not this year, no later than next year. Suddenly 3 million cars will drive itself with no one, then 5 million, then 10 million cars.”
- Elon Musk
I can tell you driving FSD V12.3.6 this week, this is already happening.
$裕太微-U(SH688515)$ $派斯林(SH600215)$