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老九门的老黄

2021-05-28

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老九门的老黄

2021-04-19

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2021-03-23

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2021-03-15

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referrerpolicy=\"no-referrer\"></p>\n<p>华为的数字技术，不会给那些国有企业的国产车带来质变</p>\n<p>能够将iTunes音乐服务，与一台手机紧密结合好的设备，只能是iPhone。而不是预装iTunes的<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>和摩托罗拉。</p>\n<p>Kara关于苹果汽车项目，到底是车，还是什么车里的技术的问题，多余一问。苹果只会自己做一辆车，不会去做什么用在奔驰、奥迪车里的技术。更不会去想什么，帮助奥迪、宝马、奔驰造好车的问题。</p>\n<p>未来的真正的好车，只会是苹果的车。乔布斯的原则就是这样，库克会继续乔布斯的这样一个思路。所以，苹果不会和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、奔驰这样的公司深度合作，苹果只能是自己去做汽车，一台完整的车，延伸苹果目前的生态服务。</p>\n<p>在几个月前，苹果创纪录的业绩发布会上，库克在答复有关为什么苹果公司现在还不造车的问题时，曾经按耐不住分析过：苹果要进入汽车行业的考虑角度是，软件、服务和硬件一体。</p>\n<p>这意味着，要有一定的硬件的规模，还要有成熟的软件服务。库克对Kara讲出了一个基本的原则性的判断：自动驾驶汽车，更像一个<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p>\n<p>自动驾驶可能只是未来<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车的开始，是标配，而不是什么杀手应用。汽车和手机最大不一样的地方，是其电力规模和算力规模远比手机大很多。苹果真正有机会将其Siri变成一个实时开通的服务路口，机器人总是要有一个互动界面。</p>\n<p>数年前，华为的有负责人曾经预测，智能汽车可以成为用户个人的存储、基站设备。听起来都有些道理，但是，产品实现起来可能还是需要过程。</p>\n<p>机器人除了会自己开车，停车，理应会做到更多，基于目前苹果app store的模式，延伸到汽车领域，除了音乐之外，现在似乎还看不到太多。</p>\n<p>这个几百亿美金净利润的生态，目前与汽车领域的交集甚少。苹果进入汽车领域的时机依然没有成熟，一辆电动汽车的硬件利润，不是苹果的目标。就像iPhone之前的诺基亚、HTC、<a href=\"https://laohu8.com/S/SNE\">索尼</a>推出的所谓smartphone，不是苹果的目标一样。</p>\n<p>造一个机器人，会得更多的机器人。这个判断，也是华为公司最高层大约5、6年前就已经断定的事实。华为轮值董事长徐直军，似乎也对所谓的纯粹的自动驾驶前景不是很有信心。</p>\n<p>如果如此，身负革命意义的智能电动汽车，还能做些什么？</p>\n<p>徐直军和库克所考虑，等待的契机可能是类似的，一个更丰富服务载体的汽车，还需要很长时间的等待。两人所构思的图景可能类似。</p>\n<p>但是，两家公司的处境太不一样，一家刚刚被从智能手机市场扫地出门，一家还在享受移动互联网的丰厚利润。</p>\n<p>库克可以等，余承东不能再等。虽然技术、模式不成熟，余承东也得造一辆车出来卖，还得去帮着北汽、长安、广汽这些自己都没搞明白智能汽车是怎么回事的国企去卖车。</p>\n<p>想象一个有意思的场景，再过几天，在上海车展上：余承东就会代表华为与一些合作伙伴发布一些所谓的汽车新物种。他会在自己的网路平台上转发，并大力赞美这些外形奇特，功能奇特的所谓智能汽车。</p>\n<p>余承东会坚持说，这些产品都是革命性的汽车新物种，会重新定义的汽车产品。但是，真正的新物种还早。</p>\n<p>而苹果，也许会真的等待一个智能汽车的应用成熟，规模大到一定程度，才会真正推出自己的“机器人”。</p>","source":"lsy1576812837612","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果和华为，会造一辆类似的车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 13:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xEiZuRUJf9txSkR73HHiFw><strong>智物科技评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>再过一两天，余承东会和合作伙伴发布几辆“新物种”。苹果可能会选择再等待两三年\n\nKara Swisher不像莫博士那样喜欢追问产品细节。但至少，库克向她确认了苹果汽车的一件事情：苹果做的是一辆车，而不是什么让别的车看起来更好的，什么说不明白的东西。\n在不久前的那场网络访谈上，Kara Swisher的最后问题是，苹果的汽车方面的努力的最终形式是一辆车，还是什么用在车上的技术？\n库克委婉地强调了一条...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xEiZuRUJf9txSkR73HHiFw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/xEiZuRUJf9txSkR73HHiFw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133903586","content_text":"再过一两天，余承东会和合作伙伴发布几辆“新物种”。苹果可能会选择再等待两三年\n\nKara Swisher不像莫博士那样喜欢追问产品细节。但至少，库克向她确认了苹果汽车的一件事情：苹果做的是一辆车，而不是什么让别的车看起来更好的，什么说不明白的东西。\n在不久前的那场网络访谈上，Kara Swisher的最后问题是，苹果的汽车方面的努力的最终形式是一辆车，还是什么用在车上的技术？\n库克委婉地强调了一条，乔布斯时代就存在的规则：苹果喜欢去做伟大的硬件、软件和服务，三者的结合会有魔法般的结果。\n乔布斯看到摩托罗拉把iTunesPhone，做成一股子诺基亚手机风格。乔布斯不得不自己做一个真正的iPhone。在初代iPhone的发布现场，他用一页PPT，引述了Alan Kay的几句话：真正严肃看待软件的人，最终会不得不去自己做硬件。\n这是一个乔布斯在推出mac电脑时就已经想明白的问题。\n\n华为的数字技术，不会给那些国有企业的国产车带来质变\n能够将iTunes音乐服务，与一台手机紧密结合好的设备，只能是iPhone。而不是预装iTunes的诺基亚和摩托罗拉。\nKara关于苹果汽车项目，到底是车，还是什么车里的技术的问题，多余一问。苹果只会自己做一辆车，不会去做什么用在奔驰、奥迪车里的技术。更不会去想什么，帮助奥迪、宝马、奔驰造好车的问题。\n未来的真正的好车，只会是苹果的车。乔布斯的原则就是这样，库克会继续乔布斯的这样一个思路。所以，苹果不会和特斯拉、奔驰这样的公司深度合作，苹果只能是自己去做汽车，一台完整的车，延伸苹果目前的生态服务。\n在几个月前，苹果创纪录的业绩发布会上，库克在答复有关为什么苹果公司现在还不造车的问题时，曾经按耐不住分析过：苹果要进入汽车行业的考虑角度是，软件、服务和硬件一体。\n这意味着，要有一定的硬件的规模，还要有成熟的软件服务。库克对Kara讲出了一个基本的原则性的判断：自动驾驶汽车，更像一个机器人。\n自动驾驶可能只是未来智能电动车的开始，是标配，而不是什么杀手应用。汽车和手机最大不一样的地方，是其电力规模和算力规模远比手机大很多。苹果真正有机会将其Siri变成一个实时开通的服务路口，机器人总是要有一个互动界面。\n数年前，华为的有负责人曾经预测，智能汽车可以成为用户个人的存储、基站设备。听起来都有些道理，但是，产品实现起来可能还是需要过程。\n机器人除了会自己开车，停车，理应会做到更多，基于目前苹果app store的模式，延伸到汽车领域，除了音乐之外，现在似乎还看不到太多。\n这个几百亿美金净利润的生态，目前与汽车领域的交集甚少。苹果进入汽车领域的时机依然没有成熟，一辆电动汽车的硬件利润，不是苹果的目标。就像iPhone之前的诺基亚、HTC、索尼推出的所谓smartphone，不是苹果的目标一样。\n造一个机器人，会得更多的机器人。这个判断，也是华为公司最高层大约5、6年前就已经断定的事实。华为轮值董事长徐直军，似乎也对所谓的纯粹的自动驾驶前景不是很有信心。\n如果如此，身负革命意义的智能电动汽车，还能做些什么？\n徐直军和库克所考虑，等待的契机可能是类似的，一个更丰富服务载体的汽车，还需要很长时间的等待。两人所构思的图景可能类似。\n但是，两家公司的处境太不一样，一家刚刚被从智能手机市场扫地出门，一家还在享受移动互联网的丰厚利润。\n库克可以等，余承东不能再等。虽然技术、模式不成熟，余承东也得造一辆车出来卖，还得去帮着北汽、长安、广汽这些自己都没搞明白智能汽车是怎么回事的国企去卖车。\n想象一个有意思的场景，再过几天，在上海车展上：余承东就会代表华为与一些合作伙伴发布一些所谓的汽车新物种。他会在自己的网路平台上转发，并大力赞美这些外形奇特，功能奇特的所谓智能汽车。\n余承东会坚持说，这些产品都是革命性的汽车新物种，会重新定义的汽车产品。但是，真正的新物种还早。\n而苹果，也许会真的等待一个智能汽车的应用成熟，规模大到一定程度，才会真正推出自己的“机器人”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322506855,"gmtCreate":1615815127177,"gmtModify":1703493414911,"author":{"id":"3574330329227556","authorId":"3574330329227556","name":"老九门的老黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574330329227556","authorIdStr":"3574330329227556"},"themes":[],"htmlText":"<a 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