Tesla(US:TSLA) Feng Huang Wang·2025-04-03 08:57Core Insights - The development of autonomous driving technology is proving to be more challenging than anticipated, with significant hurdles still to overcome after over a decade of efforts [1] - The most relevant benchmark in the industry remains Tesla's Full Self-Driving (FSD) system, which is recognized for its unique technological advancements [1] - The true challenge of autonomous driving lies in its comparison to human driving capabilities, rather than competition with other companies [1] Group 1 - The speaker expresses a sense of despair regarding the slow progress in autonomous driving technology, despite the involvement of many intelligent individuals and substantial financial investment [1] - The speaker emphasizes that the primary comparison for autonomous driving should be human drivers, as achieving superiority over human capabilities is essential for the technology to be considered valuable [1] - There is a recognition of hope for future advancements as the technology has undergone several iterations, indicating potential improvements on the horizon [1] Group 2 - The speaker highlights specific challenges in the Chinese market, including the lack of computational power comparable to Tesla and the unpredictability of road infrastructure [1] - The behavior of delivery riders and electric vehicle operators in China presents unique challenges that complicate the development of autonomous driving solutions [1] - A call for the industry to return to rationality and focus on solving real problems rather than engaging in marketing gimmicks is made [1]