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CDMD
CDMD
·
07-05
$特斯拉(TSLA)$
当AI进入稳定期 新芯片不断在更低能耗能提供更多算力 电力会出现严重过剩 极低的成本会使得普通民用车市场被电动车直接垄断
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CDMD
CDMD
·
06-25
$特斯拉(TSLA)$
FSD的模型目前在确认行驶路线的安全边界使用的规则是相对的，不是人类驾驶建立在几何推理判的绝对概念。 人类驾驶只要短时间观察就能根据不完整的道路表线确定出行驶边界，这里有一个道路上下文推理的概念，FSD还做不到这种程度。 目前的robotaxi使用了针对该形式路线结合低分辨率地图硬性的规定了一个安全的边界，以制约FSD输出的路线，所以你能看到视频中车辆的锯齿（纵横交替的）挪动，这时车辆已经处于路线出包被安全规则干预的状态。 要处理好这些情况，在更广泛的道路和交通下行驶，FSD的模型结构需要在时序信息和几何推理上有所革新。这里我无法说得很好。但FSD团队应该早就知道会有这样的问题，他们应该有一个专项对这个问题来推进。 然而根据grok的信息，下一个版本的FSD依然没有推进，只能通过堆叠数据和参数减少发生概率。 waymo同样陷于这样的情况，而且只能靠静态数据的安全规则糊弄过去的情况只会更多，所以特斯拉的运营区域有更大的机会可以做到比waymo更大，如果没有这一点，我无法看多特斯拉。
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1
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CDMD
CDMD
·
06-23
“Tesla Network的Robotaxi车队可能达到230万辆“ 乱扯狗蛋 特斯拉5年就可以达到这个数目了 用不超过1/4产能
非常抱歉，此主贴已删除
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3
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CDMD
CDMD
·
06-17
神经文章
非常抱歉，此主贴已删除
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2
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CDMD
CDMD
·
06-12
别量了2026总市场30亿不到量个毛啊 都是超买
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1
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CDMD
CDMD
·
06-11
路易斯汉密尔顿？
非常抱歉，此主贴已删除
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335
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1
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CDMD
CDMD
·
06-10
$Rocket Lab USA, Inc.(RKLB)$
想吃spaceX的煤油馒头？
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985
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5
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1
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CDMD
CDMD
·
06-10
3000辆也能叫库存？搞点退役星舰材料做个尾翼宽车体直接给你搞拍卖行玩飞，再不济过户挂二手车也不是问题啊，垃圾新闻。
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CDMD
CDMD
·
05-29
我没意见 建议全仓一次性 减少过程
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CDMD
CDMD
·
02-11
$特斯拉(TSLA)$
不掉到310都不想看它
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极低的成本会使得普通民用车市场被电动车直接垄断","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453306608939888","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449585497019056,"gmtCreate":1750788333355,"gmtModify":1750788336642,"author":{"id":"3474932182717872","authorId":"3474932182717872","name":"CDMD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474932182717872","authorIdStr":"3474932182717872"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> FSD的模型目前在确认行驶路线的安全边界使用的规则是相对的，不是人类驾驶建立在几何推理判的绝对概念。 人类驾驶只要短时间观察就能根据不完整的道路表线确定出行驶边界，这里有一个道路上下文推理的概念，FSD还做不到这种程度。 目前的robotaxi使用了针对该形式路线结合低分辨率地图硬性的规定了一个安全的边界，以制约FSD输出的路线，所以你能看到视频中车辆的锯齿（纵横交替的）挪动，这时车辆已经处于路线出包被安全规则干预的状态。 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用不超过1/4产能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449133026390520","repostId":"2545497860","repostType":2,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447013016653976,"gmtCreate":1750153153296,"gmtModify":1750153303848,"author":{"id":"3474932182717872","authorId":"3474932182717872","name":"CDMD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474932182717872","authorIdStr":"3474932182717872"},"themes":[],"htmlText":"神经文章","listText":"神经文章","text":"神经文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447013016653976","repostId":"2544597059","repostType":2,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445299724342088,"gmtCreate":1749737142467,"gmtModify":1749737321966,"author":{"id":"3474932182717872","authorId":"3474932182717872","name":"CDMD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474932182717872","authorIdStr":"3474932182717872"},"themes":[],"htmlText":"别量了2026总市场30亿不到量个毛啊 都是超买","listText":"别量了2026总市场30亿不到量个毛啊 都是超买","text":"别量了2026总市场30亿不到量个毛啊 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