智能涌现，VLA 智驾技术解读 20260310 小鹏 VLA2.0 由"视觉-语言-行动"串行转向"视觉-行动"直连，消除 中间转换损耗，实现连续控制信号输出，定位从 L2+跃升至 L4 初级形 态。 车载大模型通过 Token 压缩（3,200->800）、模型蒸馏及 4/8 位低精 度存储，配合图灵芯片 2000+TOPS 算力，实现超大参数模型实时推理。 小鹏图灵芯片采用双 NPU 架构与自研编译器，针对 90%以上智驾算法 深度适配，将算力利用率从 20%提升至 80%以上，显著优于通用芯片。 对比特斯拉 FSD V12.4，小鹏在端到端延迟、算力利用率及国内复杂场 景（城中村、人车混行）适应性上展现优势，安全接管里程达 5,000km vs 特斯拉 1,000km。 行业竞争格局分化：特斯拉与小鹏坚持原生端到端+纯视觉路线；华为 与理想采用混合架构+激光雷达，华为在非结构化道路算法与 AEB 领域 领先。 L4 级自动驾驶落地仍存 0.5 代差，预计 2028 年为关键节点，核心挑战 在于处理 20%极端长尾场景、全天候感知冗余及千亿公里级数据积累。 摘要 在 VLA 模型中，语言信息不作为中间转 ...

Lucid Group (LCID 1.54%) is a company I track very closely. I believe in its business model over the long term. Last year, the company's former CEO revealed that Lucid plans to slowly evolve from a car manufacturer into a tech supplier, and I believe that approach would come with lower capital needs, higher margins, and greater stickiness with customers. But there's a problem: This savvy approach to business strategy doesn't necessarily make the company a wise investment. And there's one obvious reason why. ...

港股周报 Agent 生态加速落地，恒科财报季迎风险偏好修复窗口 glmszqdatemark 2026 年 03 月 09 日 本周（2026/3/2-3/6）恒生指数跌 3.28%，恒生科技指数跌 3.70%。我们认为短期恒科仍在延续磨底行情，较多的 利空因素已被计入，当下位置赔率明显适宜只是胜率匮乏。年初以来受美股科技映射和国内平台竞争影响，恒科出 现明显调整。往后看，如后续全球地缘冲突收敛，叠加国内政策会议、国外科技大会的博弈临近，腾讯、美团等恒 科权重股年报集中披露，业绩风险将充分释放，市场风险偏好有望迎来阶段性修复。 中国 AI 加速全球化，中国模型厂商凭借快速迭代、技术架构的"降本增效" 及性价比占领全球市场。OpenRouter 数据显示，3 月初中国模型周调用量环比有所回落，但 MiniMax M2.5 仍蝉联榜首，DeepSeek V3.2 逆势上涨 7%。 我们认为，年内 AI 产业趋势并未改变，且正从技术研发加速迈向规模化商业落地：一方面，DeepSeek、智谱、 MiniMax 等大模型厂商模型调用量数据及后续产品迭代有望持续带来催化；另一方面，随着 Agent 生态快速增长 驱动 ...

Life is insanely busy and I feel like I’m underwater a lot of times.Super thankful for this community, leaders and followers. ...

Who is ready for the Tesla Semi?Semi will change everything in the trucking industry. https://t.co/RJ52deKOpy ...

📸 @alexmccurryo ...

Miami Mayor Francis Suarez hails Elon Musk as a visionary!Tesla FSD, Grok & Starlink will slash commutes and turbocharge Miami.True ally 🔥🚀 @elonmusk https://t.co/EAd14AXC1x ...

🚨 Cybercab’s lead engineer says the car will include braille on the interior door releases and the hazard button to help blind and visually impaired riders.The hazard button will also work as an emergency stop for the vehicle. $TSLA https://t.co/Tp5pPN4AD6Eric (@EricETesla):@robotaxi @IndiaHerdman We will have braille on the interior door releases as well! Accessibility is a core part of Cybercab product and experience design! ...

My sixth seat for my Cybertruck is coming alongShout out to the guys at @CYBERTRUCKco https://t.co/C0IXr6etC7 ...

Uber is betting that network effects are more important than owning the cars, while Tesla is betting that owning the full stack, vehicle, AI, and fleet, wins in the long run.Tesla controls the supply of cars, which means the network advantage will ultimately shift to them. $TSLAPeter H. Diamandis, MD (@PeterDiamandis):Uber has a fascinating response to Elon’s vertical approach to autonomy: “We’d welcome Tesla on the Uber platform.” Smart move. Tesla may own the cars, but Uber wants to OWN the network. ...