Tesla(US:TSLA) 大鱼聊电动·2025-08-29 10:46Industry Trend & Perspective - The automotive industry is undergoing a shift towards data and software-defined vehicles, challenging traditional business models [1] - The competition in autonomous driving is not just about technology, but also about vision and courage to embrace new paradigms [1] - Some traditional automotive giants are hesitant to fully commit to autonomous driving due to fear of disrupting their established business models [1] Company Strategy & Decision - Stellantis halted its L3 autonomous driving system development after investing billions of dollars, citing lack of customer demand [1] - Stellantis' decision to abandon L3 autonomous driving demonstrates a fear of disrupting its century-old business model [1] Competitive Analysis - Tesla's FSD is positioned as an asset that can generate future revenue by leveraging user data to improve AI [1] - Traditional automotive companies are still focused on selling features and charging monthly fees, a more conservative approach [1]