提予的理解和配合谢谢好的各位投资者大家好我是东吴汽车运营员孙人浩然后也是欢迎大家继续参与我们的第三期的L4产业链的更多会议本次我们邀请到了头部的Robotech的关于算法基础的专家然后来跟我们讨论目前L4在做智能驾驶算法层面是什么样的一个变化以及头部Robotech公司他们的在运营方面的一些部署和进展 对呃在之后我们也会有啊更多的关于呃不是无人物流啊等等各种的专家的交流会议啊也欢迎大家继续关注我们本系列的一个电话会议对呃那个呃会议秘书帮忙接一下专家吧对这样能听到吗嗯可以哎好的你好 呃对我也是跟您先先就几个大的问题先跟您请教一下就是我们先从技术维度出发吧就是我们看到呃比如说我们看到一些公开的一些信息啊像小马一直在强调自己的啊这个世界模型啊强化学习啊以及呃我们比较困惑的就是对于啊自动驾驶L4的公司来说啊我们的底层的这个算法的框架里面是怎样去搭建的啊然后是呃一个之后是一个怎么样的一个演化的思路 你可以先大概帮我们先梳理一下如果你关心小马这边的一个情况的话其实现在的话你可以理解成因为我们出发的比较早我们整个公司创立的时候是在2016年到现在的话就是八九年的时间了其实之前的话肯定不会用现在就是非常先进的一些方法来做这套 ...

Tesla Robotaxi updates their latest coverage map in Austin.The size almost doubles.https://t.co/AQKnmoJBno ...

A passenger walks near Uber signage after arriving at Los Angeles International Airport in Los Angeles, California, on July 10, 2022.Baidu has struck a partnership with Uber to deploy its autonomous cars on the ride-hailing giant's platform outside the U.S. and mainland China.The first deployments are expected to happen in Asia and the Middle East later this year. The two companies said the multi-year partnership will see "thousands" of Baidu's Apollo Go autonomous vehicles on Uber globally.For Baidu, the m ...

“If you’re in the car, you’re a passenger...You’re not responsible if something goes wrong.”Forbes' Alan Ohnsman breaks down the level at which the Robotaxis are operating autonomously, and what that means for the company’s liability.Read more: https://t.co/p8fcElKcQD https://t.co/plCtAse7wS ...

“Technology is running ahead of the law.”Alan Ohnsman, senior editor at Forbes, spoke with @_brittanylewis on "Forbes Talks" about the lack of nationwide liability standards for autonomous driving technology.Read more: https://t.co/p8fcElKcQD https://t.co/emg2maI8Li ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 不少双非的同学都很迷茫。。。 实验室参与的工作有些落伍，现在无论是自动驾驶还是具身智能公司都需要实力比较强、背景比较好的同学。 以下是 知识星球 内部一位双非同学的提问，非常有代表性： 各位大佬们好，我目前是一个双非的研究生，我的研究方向是多传感器融合定位的，然后学过python，深 度学习，ros，但都学的不是很精，现在想多学一点为以后找工作用，感觉算法岗我的学历可能不太行，请 问各位大佬们我应该往哪个方向学比较好呢？学些什么知识呢？ 星主回答：你的技术栈都比较偏机器人一些，SLAM和ROS这块都可以尝试一下和机器人/具身智能打交道。这 块需求也比较大，可以做一些优化、集成类工作~ 另一方面，我们了解到大一些的公司各家的hc都不是很高，要求基本上都是端到端、大模型、VLA、强化学 习、3DGS这些比较前沿的方向。如果你做的是这块，是有机会的，很多tire 1的公司或者主机厂也正在follow前 沿的技术，大概是从无图往端到端转，差不多技术栈推迟1-2代。像LV融合、无图、BEV感知也确实都有在用， 但这块的 ...

The race for artificial intelligence is one of the biggest gold mines in the global economy and the technology sector. The development of better models can spur growth in unrelated areas that most investors haven’t seen coming. One of these areas is autonomous driving, where a few companies are making breakthroughs that were seen as impossible a couple of years ago. Uber Technologies TodayUBERUber Technologies$95.36 -1.04 (-1.08%) 52-Week Range$54.84▼$97.72P/E Ratio16.70Price Target$96.12Add to WatchlistDe ...

China Automobiles 11 July 2025 | 9:25AM CST 2H25 outlook mgmt call series: Expect continued subsidies and ongoing competition We hosted our China Autos 2H25 Management Outlook Call Series with 6 companies including OEMs (BYD, XPeng, Nio, Leapmotor), suppliers (Hesai) and dealers (Zhongsheng) during Jul 8-9. Key takeaways include: (1) Demand & stimulus: Managements generally believe government support will not terminate abruptly and effective per vehicle purchase cost will not increase from the consumer's pe ...

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) is a crucial player in the AI chip manufacturing space, serving as a reliable partner for AI chipmakers despite not designing chips itself [1][7]. Group 1: TSMC's Market Position - TSMC is recognized as the world's most advanced semiconductor foundry, with major clients including Nvidia, AMD, Broadcom, and Apple, giving it unmatched scale and technological leadership [2]. - The company has a significant market share lead in the advanced node market, outperforming competitors like Intel and Samsung [2]. Group 2: Revenue and Growth - In Q1, TSMC's revenue increased by 35% to $25.5 billion, driven by high-performance computing (HPC) growth, and preliminary Q2 revenue is estimated to have risen by 39% to $31.9 billion [4]. - Chips manufactured on 7nm and smaller nodes accounted for 73% of TSMC's revenue in Q1, up from 65% the previous year, with 3nm nodes contributing 22% [3]. Group 3: Pricing Power and Margins - TSMC's strong pricing power is evident as it raises prices to counteract margin dilution from new fabs, with gross margin rising by 190 basis points to 58.8% in Q1 [4][5]. - The company plans to increase AI chip prices, with Arizona-made chips potentially commanding a 30% premium [5]. Group 4: Future Growth Prospects - TSMC anticipates AI-related revenue to grow at a mid-40% compounded average growth rate (CAGR) over the next five years starting in 2024 [8]. - The company is also positioned to benefit from the growth of autonomous driving and robotaxis, which will require advanced chips [9]. Group 5: Investment Appeal - TSMC is viewed as a safe investment in the AI semiconductor space, as it provides manufacturing services to all major players without needing to bet on a single chipmaker [11]. - The stock is attractively valued, trading at a forward P/E ratio of 24 based on 2025 estimates and a PEG ratio of less than 0.7, indicating it is undervalued [12].

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 2025年的智能驾驶行业波谲云诡，有人转行投身具身智能，更多的人还是选择坚守智能驾驶。最近有个粉 丝私聊星主，身边有同学拿到了45k*16的薪资，再回看自己还没找到工作，实在有压力，也非常羡慕。不 得不说啊，这待遇也已经超越了很多2~3年的社招人群，真是长江后浪推前浪！这也能验证一个事情，自动 驾驶依然是有很充裕的资金支持研发，各大企业也愿意投入高薪招聘人才。 回到正题上，后面电话和这位同学聊了下，之所以没拿到合适的offer。一方面是因为导师放养没有能打的 项目，另外一方面缺乏实习经历，以及秋招刷题面试的详细攻略。其实我一直相信，咱们的同学都是比较 聪明的，但如果没有正确的方法论面对求职，依然有很大风险，相比于那些准备充足的，企业更想降低试 错风险。 如何准备呢？我的答案是找对圈子，让你每天能够主动和被动接受很多新的知识，包括领域知识体系的梳 理、刷题、面试经验、各家企业现状、各个岗位的具体职责以及后续的职业前景等。一个人入门学习，无 异于大海捞针，浪费了大把时间踩坑，还得不到想要的答案。哪里有专业回答的规 ...