马斯克大度开放FSD授权，为何其他车企不买账？

Core Viewpoint - Traditional automakers are hesitant to adopt Tesla's Full Self-Driving (FSD) system, which Elon Musk describes as "unreasonable," but this hesitation is rooted in strategic considerations [1][2]. Group 1: Industry Trends - More automakers are opting to develop key modules for autonomous driving systems in-house rather than outsourcing, as automotive technology is seen as a crucial part of brand identity [1]. - Rivian is deepening vertical integration by designing proprietary chips for its autonomous driving computer, indicating a shift towards self-reliance in technology development [1]. - Ford announced plans to develop a "hands-free driving" system by 2028, stating that in-house development could reduce costs by 30% and provide better control over software integration [2]. Group 2: Reasons for In-House Development - Experts indicate that traditional automakers' choice to develop technology internally is driven by the need to meet specific customer demands and the competitive nature of the industry [3]. - The differentiation in consumer needs between brands like Ford and Mercedes necessitates a tailored approach to advanced driver-assistance systems (ADAS) [3]. - The integration of software, sensors, and braking systems is complex and costly when relying on multiple suppliers, making in-house development more cost-effective [3]. Group 3: Technological Advancements - NVIDIA has introduced Alpamayo, a suite of AI inference models and simulation tools that make it easier for automakers to develop autonomous driving technologies, reducing the commercial appeal of Tesla's FSD licensing [5][6]. - Mercedes has become the first major customer of NVIDIA's Alpamayo, planning to launch an advanced driver-assistance system by the end of the year that meets Tesla's FSD standards [6]. - The Alpamayo platform aims to democratize the development of autonomous driving systems by lowering training costs and time, although automakers still need proprietary data and talent for implementation [6].