马斯克宣布：无方向盘时代正式倒计时

Core Insights - Tesla is approaching a significant milestone in autonomous driving with the announcement of the Cybercab, a vehicle without a steering wheel or pedals, set to begin production in Q2 of next year, indicating a paradigm shift in the automotive industry [2][5][17] - The transition from a rule-based system to an end-to-end AI learning model marks a revolutionary change in Tesla's approach to autonomous driving, enhancing safety and efficiency [10][11][12] Group 1: Autonomous Driving Technology - Tesla's autonomous driving system relies on an end-to-end AI model that learns from vast amounts of real-world driving data, totaling 60 billion miles, allowing it to recognize and react to complex driving scenarios [10][11] - The recent FSD V12 version has eliminated 330,000 lines of code, fully transitioning to a neural network-based system, which has shown improved performance and human-like driving behavior [11][12] - Tesla's AI model is designed to be interpretable, allowing users to understand the reasoning behind its decisions, enhancing safety and regulatory compliance [12] Group 2: Market Implications - The removal of the steering wheel signifies a major shift in the automotive ecosystem, potentially impacting the used car market as vehicles lacking full autonomous capabilities may see a decline in resale value [17][19] - The year 2026 is projected to be pivotal for Tesla, with the potential for a significant increase in stock value similar to the surge experienced in 2019-2020, driven by advancements in autonomous technology [19][31] - Tesla's ambitions extend beyond cars, aiming to apply its AI technology to various mobile objects, redefining human-machine relationships and potentially transforming multiple industries [20][22]