一切竞争，都变成了“AI竞争”

Core Insights - The article discusses the increasing importance of AI in the automotive industry, highlighting the advancements made by companies like Li Auto and Geely in integrating AI technologies into their vehicles [4][11][18]. Group 1: AI Integration in Vehicles - Li Auto's latest electric model, the i8, emphasizes the VLA (Visual Language Model) technology, which merges the functions of intelligent driving and intelligent cockpit into a single system, marking a significant shift in automotive AI [5][7]. - The VLA technology allows the vehicle to understand complex user requests and provide proactive assistance, transforming the car from a passive assistant to an intelligent agent [6][8]. - Geely's Agent OS represents a comprehensive approach to AI in vehicles, treating cars as "wheel-based robots" that require a unified operating system for better interaction and functionality [9][10]. Group 2: Market Trends and Consumer Preferences - The article notes that AI has transitioned from being an optional feature to a core selling point in the high-end automotive market in China [10][11]. - Despite the rise of AI, traditional factors such as space and driving experience remain crucial for consumers, especially in the mid-range market [12][15]. - The focus on spacious interiors and comfort is evident in new models like the Geely Galaxy M9 and the upcoming Le Dao L90, which aim to cater to family-oriented consumers [14][15]. Group 3: Driving Experience and Performance - Companies are increasingly investing in the driving dynamics of their electric vehicles, with brands like Geely and Leap Motor emphasizing superior handling and driving pleasure [16][17]. - The collaboration with European teams for chassis tuning indicates a commitment to meeting global standards and enhancing the driving experience [17][18]. - The article suggests that while AI is becoming a significant selling point, the fundamental joy of driving and vehicle performance will continue to be a priority for many consumers [17][20].