理想TOP2·2025-09-22 16:56Core Viewpoints - The role of Li Xiang in Li Auto's autonomous driving can be highly compared to Elon Musk's role in Tesla's autonomous driving, focusing on resource expansion, ensuring continuous investment, and possessing the ability to understand AI fundamentals and participate in technical discussions [1][2][3] - The main contradiction in Li Auto's autonomous driving development lies in the global AI industry's development stage, the matching of various production factors, and the capabilities of Li Xiang [1][5] Group 1: Resource Management - Li Xiang's core functions include expanding resources, ensuring sustained investment, and having the ability to make critical judgments regarding the company's long-term direction and technology roadmap [3][4] - The adjustment of Li Auto's secondary departments from 3 to 11 indicates a minor contradiction under the broader context of resource matching [2] Group 2: Iteration and Development - Li Auto is expected to have multiple high-quality rapid iterations in the next 1-12 months due to a clear iterative direction [2][6] - The focus on enhancing simulation data quality and leveraging existing vehicle computing power is crucial for the development of autonomous driving capabilities [6][7] Group 3: AI and Organizational Structure - Successful implementation of physical AI is essential for Li Auto to excel in autonomous driving, requiring a leader who can make key judgments and adapt the organizational structure accordingly [6][8] - The importance of having the right talent aligned with future needs rather than relying solely on past achievements is emphasized, suggesting that the right fit is more critical than resumes [11]