27. 这次一定？特斯拉发布会+在不确定性中押注未来

【本期背景】牛市？既然被证明目前只是反弹行情。那么就算后续牛市真来了也得先经历过这段调整震荡。大家不如一起从焦虑中抬头看看星辰大海。10月10日万众瞩目的We, Robot 特斯拉发布会来了。虽然很多期待公布的技术突破却并未如期而至，但恰逢L2辅助驾驶/L4无人驾驶的现状和技术架构最近有诸多讨论（PR)，特斯拉的路线究竟能不能走通也再次有了争议。我们从自己的角度聊了聊应用场景、技术争议，也延展到了对Elon的理解以及如何在投资中面对高度不确定的未来业务。时间和角度所限，有些意犹未尽。在这里推荐想从技术角度的听听晚点聊的这期与侯晓迪聊We, Robot发布会；虽然晓迪时不时黑特斯拉，大部分讲解个人认为还是比较客观。至于宣传成本的验证和投资回报的弹性理解，研报也很多，大家自行研判和发挥想象就好。也不乏有特别能规划的：后半期我们正在剪辑，聊聊OpenAI的O1模型以及AI的竞争演...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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This episode is 53 minutes long.

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This episode was published on October 17, 2024.

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【本期背景】牛市？既然被证明目前只是反弹行情。那么就算后续牛市真来了也得先经历过这段调整震荡。大家不如一起从焦虑中抬头看看星辰大海。10月10日万众瞩目的We, Robot...

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