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$理想汽车(LI)$智能化才是王道，理想要靠销量吃饭，是不是一箱情愿，严重落后

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einstein
2021-01-11
einstein
在造车新势力里面，销量是智能化的一个必要条件。在保证利润率的基础上，尽最大努力做好销量，才能为未来打好基础。
- 小印_3829回复einstein:
  首先他肯定没有数据闭环能力，因为从感知到控制都不是自研，都是供应商技术，如果你连怎么做都不知道，何谈收集数据优化呢？蔚来一代平台好歹决策和控制是自己做的，二代平台开始全自研，这才叫闭环
- einstein回复小印_3829:
  我理解理想现在应该是有数据闭环能力的，只不过出于roi的考虑，不算全栈自研（比如芯片设计）。在创业初期，没必要一开始就全栈，每个阶段都有相应的重点。
- 小印_3829回复einstein:
  数据的积累需要全栈自研，数据闭环能力先量产上车，否则谈不上数据积累
- einstein回复小印_3829:
  需要有数据的积累才行，并不是有销量就够了，所以我加了个范围“造车新势力”
- 小印_3829:
  你再怎么保证利润率，能有传统车企赚钱？照你这么说，传统车企不是更有研发资本？

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