对话文远知行韩旭：中国真正的L4只有3家，马斯克不上激光雷达干不过Waymo

Core Insights - The article discusses the evolution of the autonomous driving industry, highlighting the achievements of the company WeRide under the leadership of Han Xu, who emphasizes the importance of talent acquisition and technological advancements in the field of Robotaxi [1][2][5]. Group 1: Company Achievements - WeRide has become the first publicly listed Robotaxi company in both the US and Hong Kong, marking a significant milestone in its eight-year journey [2][8]. - The company has successfully transitioned from a phase of skepticism about autonomous driving to achieving operational milestones, including the removal of safety drivers from vehicles [17][18]. - WeRide has deployed its Robotaxi services in 11 countries, demonstrating its global reach and operational capabilities [15][18]. Group 2: Industry Insights - Han Xu asserts that only three companies in China can truly operate Level 4 (L4) autonomous vehicles, emphasizing the technical barriers that still exist between Level 2 (L2) and L4 technologies [6][19][22]. - The article highlights the distinction between companies claiming to have L4 capabilities and those that have demonstrated actual operational success with a fleet of autonomous vehicles [21][24]. - Han Xu predicts that if Tesla continues to rely solely on production vehicles without integrating advanced sensor technologies, it will struggle to achieve the same level of autonomy as competitors like Waymo [45]. Group 3: Talent Acquisition and AI Impact - The company is actively recruiting top talent with salaries ranging from 3 to 5 million, reflecting the increasing demand for skilled professionals in the AI and autonomous driving sectors [46][49]. - Han Xu describes AI as a significant amplifier of talent value, suggesting that exceptional individuals can command much higher salaries in the current market [46][48]. - The company aims to attract talent by offering competitive compensation packages, indicating its financial strength and commitment to innovation [50][51]. Group 4: Future Predictions - Han Xu forecasts that within three years, if Tesla does not adopt multi-modal sensor technology for its Robotaxi, it will not reach the operational standards set by Waymo [53]. - He also predicts the emergence of a "Superdriver" within eight years, a level of autonomous driving that surpasses the capabilities of the best human drivers [53].