Tesla(US:TSLA) 3 6 Ke·2025-07-07 00:32Group 1: Conflict Between OpenAI and Tesla - The conflict between OpenAI CEO Sam Altman and Tesla CEO Elon Musk has become a hot topic in Silicon Valley, with Musk accusing Altman of deviating from OpenAI's original mission after its commercialization [1] - Musk has filed a lawsuit against Altman for allegedly breaching the founding agreement, while also establishing xAI to compete directly with OpenAI [1] - Altman has countered Musk's claims by revealing emails that suggest Musk attempted to take control of OpenAI and has been obstructing its progress since being denied [1] Group 2: OpenAI's Autonomous Driving Technology - Altman has hinted at new technology that could enable self-driving capabilities for standard cars, claiming it to be significantly better than current approaches, including Tesla's Full Self-Driving (FSD) [3][4] - However, Altman did not provide detailed information about this technology or a timeline for its development, indicating that it is still in the early stages [5] - The technology is believed to involve OpenAI's Sora video software and its robotics team, although OpenAI has not previously explored autonomous driving directly [6][7] Group 3: Sora and Its Implications for Autonomous Driving - Sora, a video generation model released by OpenAI, can create high-fidelity videos based on text input and is seen as a potential tool for simulating and training autonomous driving systems [10] - While Sora's generated videos may not fully adhere to physical principles, they could still provide valuable data for training models, particularly in extreme scenarios [10][11] - The concept of "world models" in autonomous driving aligns with Sora's capabilities, as it aims to help AI systems understand the physical world and improve driving performance [11][21] Group 4: OpenAI's Investments and Collaborations - OpenAI has made investments in autonomous driving companies, such as a $5 million investment in Ghost Autonomy, which later failed, and a partnership with Applied Intuition to integrate AI technologies into modern vehicles [12][15] - The collaboration with Applied Intuition focuses on enhancing human-machine interaction rather than direct autonomous driving applications [15] - OpenAI's shift towards multi-modal and world models indicates a strategic expansion into spatial intelligence, which could eventually benefit autonomous driving efforts [16][24] Group 5: Industry Perspectives on AI and Autonomous Driving - Experts in the AI field, including prominent figures like Fei-Fei Li and Yann LeCun, emphasize the need for AI to possess a deeper understanding of the physical world to effectively drive vehicles [19][20] - NVIDIA's introduction of the Cosmos world model highlights the industry's focus on creating high-quality training data for autonomous systems, which could complement OpenAI's efforts [22][24] - The autonomous driving market is recognized as a multi-trillion-dollar opportunity, making it a critical area for competition between companies like OpenAI and Tesla [24]