Aureliano
09-04
怎么得出数据不过比亚迪的……算法硅谷一线是差不多的,看过FSD V12评测吗?算力,dojo你是没听说过,张嘴就来的本事啊
@扒拉算盘珠子:
$特斯拉(TSLA)$ 比较看不懂tsla的估值 1.如果是硬件公司。丰田和比亚迪就是估值天花板; 2.如果是软件公司。Google也有无人驾驶想搞这个的人多了去了,英伟达的gpu是cuda有壁垒的,tsla车没有苹果的粘性; 3.无人驾驶搞出来了。到时论数据比不过比亚迪,论算法大概率比不过google,论算力也比不过google; 所以它的未来到底是什么?能和nvd享受相同水平的估值
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