在轻舟智航位于中关村的办公区中，随处可见充满科技感的标语："你优化的不是代码，而是事故场景下的逃生窗口""你写的if语句，可能就是未来某辆车 危急关头的最后else"…… 对于这家自动驾驶公司来说，"安全"既是标签，也是要求。 今年5月20日，轻舟智航通过了ISO 26262（汽车功能安全流程标准）的最高等级ASILD流程认证。 "安全在智驾的价值排序里排第一，我们为什么要做智驾？主要是为了提升驾驶的安全性能。"轻舟智航联合创始人、CEO于骞说。 除了安全之外，"用户价值"也是于骞常挂在嘴边的词。在《中国企业家》近两个小时的采访中，他15次提到这个词。在他看来，用户价值就是让新能源汽 车更好用、更安全、更舒适。 于骞 摄影：佘贵森 在2019年，自动驾驶行业进入寒冬期。那一年，于骞从Waymo离职，和团队共同创立了轻舟智航。公司起初聚焦L4技术研发，并以相比Robotaxi更易商业 化的Robobus（无人小巴）切入市场。 联想创投是轻舟智航的Pre-A轮投资机构，其首席投资官、高级合伙人宋春雨是于骞的多年好友，也是力劝于骞回国创业的人。他认为，自动驾驶是AGI 在物理世界映射的第一个"杀手级"应用场景，入局 ...

Core Insights - The establishment of the "Shanghai Jiao Tong University - Jiushi Intelligent Autonomous Driving Technology Joint Laboratory" marks a significant step for Jiushi Intelligent in integrating industry, academia, and research in the autonomous driving sector [1][2] - The collaboration aims to leverage the research strengths of Shanghai Jiao Tong University and the practical experience of Jiushi Intelligent to advance cutting-edge autonomous driving technologies and cultivate high-end talent [1][2] Group 1: Collaboration and Academic Support - Jiushi Intelligent's core team includes several members who graduated from Shanghai Jiao Tong University, indicating a strong historical connection and mutual trust [2] - The university's strong ranking in computer science (11th in US News, 27th in QS, and 3rd in CS Ranking) highlights its global reputation, particularly in visual models [2] - The joint laboratory is expected to provide a practical platform for students, enabling them to explore cutting-edge technologies while addressing real-world challenges [2] Group 2: Technological Advancements and Market Position - Jiushi Intelligent has deployed its L4-level autonomous logistics vehicles in over 300 cities across China, achieving an average operational cost reduction of 66% for clients [3] - The collaboration with Shanghai Jiao Tong University is anticipated to enhance model training and validation, crucial for breakthroughs in autonomous driving technology [3][6] - Jiushi Intelligent has become the first global company to achieve high-level autonomous driving without relying on high-precision maps, indicating a significant technological advancement [5][6] Group 3: Global Expansion and Regulatory Challenges - Jiushi Intelligent has made notable progress in international markets, including obtaining Singapore's first unmanned logistics vehicle license and participating in the revision of the TR-68 autonomous driving standards [4] - The establishment of the joint laboratory is expected to provide academic credibility that will assist Jiushi Intelligent in overcoming regulatory barriers in overseas markets [4] - The company's strategy focuses on creating real value in collaboration with local markets rather than engaging in price wars, aiming to enhance local production and logistics efficiency [4] Group 4: Future Outlook and Strategic Focus - Jiushi Intelligent plans to focus on logistics delivery as its core market, leveraging large-scale vehicle operations to continuously collect data for technological iteration [5] - The company aims to achieve profitability across the industry within the next two years, driving the upgrade of urban logistics towards intelligence and efficiency [6] - The long-term vision includes promoting autonomous driving capabilities across society, laying the groundwork for future developments in passenger services and other commercial sectors [6]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. Dojo团队解散？ 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周四收盘是322.27% 全天上涨了2.36%美元 涨幅是0.74% 美国三大股指 纳指上涨0.26% 道指下跌0.49% 标普下跌0.06% 摩根士丹利的 Adam Jonas 又对Tesla发表评论了 在一份最新报告中 他分享对人形机器人 和自动驾驶汽车的看法 摩根士丹利报告认为 一台人形机器人 以每小时5美元 的租赁费用 就能取代两个 每小时25美元 的人类工人 这意味着 每台机器人 可以为企业创造 大约20万美元 的净现值（NPV） 为什么机器人 这么划算呢？ 因为它们不需要午休 不会喊累 不用领年终奖金 还能24小时 全年无休地工作 更厉害的是 随着技术进步 机器人的成本 还会继续下降 报告里提到一句 很妙的比喻 你的个人C-3PO 机器人的边际成本 随着时间推移 应该会接近电力的 边际成本 这话什么意思？ 就是未来机器人的 主要花费可能 也只有电力 养一台机器人就像 养一台电脑 成本将低到 让人瞠目结舌！ 摩根士丹利预测 ...

闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 特斯拉上个月还在倒计时Dojo二代芯片量产，现在却突然宣布 解散Dojo团队 —— 那个曾被寄予"为特斯拉市值狂增5000亿"厚望的Dojo超级计算机团队，终究没能熬过这个夏天。 消息公布后，特斯拉股价在盘后小幅下跌。 Dojo解散，前负责人也另起炉灶办起了自己的 DensityAI ，来研发用于驱动汽车和汽车行业人工智能数据中心芯片、硬件和软件。 据知情人士透露，大约有20名前Dojo团队成员已经加入了DensityAI。 甚至有人爆料Dojo的负责人持有专利权，且拒绝特斯拉继续使用Dojo。 超级计算团队解散、负责人出走创办芯片公司、专利也不让用了…… 虽然看上去挺惨，但Dojo的解散也不排除是马斯克在进行资源优化调整，毕竟xAI在亚特兰大的数据中心建得还挺成功的。 而且少一个团队还少一些财务上的压力，马斯克可能又在打算盘了。 话虽如此，我们还是重点来了解一下Dojo的情况。 Dojo本是特斯拉驶向未来的算力引擎 特斯拉Dojo超级计算项目在自动驾驶发展进程中曾是极具野心的布局。 2019年被马斯克首次提及，他说Dojo是一台用于训练人工智能的超级计算 ...

目前自动驾驶和具身智能两个方向我们已经和业内主流的公司及相关高校建立起深度的合作，大模型方向 也正在快速搭建。我们不止聚焦在技术本身，更愿意和大家一起共创整个AI领域，分享认知成长的喜悦。 对于热门事件，我同样希望我们提供全网独一份的内容价值。 不积跬步无以至千里，我们深知一个人的力量是有限的，所以我们期待更多优秀的小伙伴与我们一起同行~ 内容运营 - 实习生 工作内容： 岗位要求： 1. 自驾、大模型、具身相关研究方向，本科及以上学历，硕士优先； 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30个 方向 学习 路线 大家好，我们是自动驾驶之心/具身智能/大模型之心Tech团队。非常高兴在这里和你相遇，如果你也认同技 术内容可以改变世界，那你可能就是我们在找的人！ 我们在做什么？ 我们希望通过技术内容连接学术界和工业界，成为企业和学校沟通的桥梁，更乃至数十万的AI开发者和创 业者。我们致力于为大家带来全网最新最权威的技术信息，团队聚焦在自动驾驶、具身智能、大模型等AI 最前沿的技术领域，涵盖学术论文解读、业内量产方案分析、大模型评测、商业动态、行业招聘、开源项 目等，并通过公众 ...

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 自动驾驶之心的星友已经正式突破四千人了，三年了不容易。知识星球截止到目前已经完成了产业、学术、求职、问答交流等多个领域的闭环。几个运营的小伙 伴每天都在复盘，什么样的社区才是大家需要的？我们有没有什么地方没有考虑到？花拳绣腿的不行、没人交流的也不行、找不到工作的更不行。 未来我们计划继续优化星球内容，今天也和大家汇报一下。打算开展一个星友面对面的模块，争取每个月线上和大家一起聊聊，针对共性的问题一起探讨下。未 来还将持续邀请邀请学术界和工业界的大佬做一些有深度的圆桌访谈！ 我们是一个认真做内容的社区，一个培养未来领袖的地方。自动驾驶之心一直致力在推动行业发展，成为企业和高校沟通的桥梁。我们的愿景是让AI与自动驾驶 走进每个有需要的同学！ 目前星球内部为大家梳理了近40+技术路线，无论你是咨询行业应用、还是要找最新的VLA benchmark、综述和学习入门路线，都能极大缩短检索时间。星球还 为大家邀请了数十位自动驾驶领域嘉宾，都是活跃在一线产业界和工业界的大佬（经常出现的顶会和各类访谈中哦）。欢迎随时提问，他 ...

Core Viewpoint - The recent jury ruling in Florida regarding Tesla's Autopilot system, which holds Tesla responsible for 33% of the liability and requires a payment of $243 million, marks a significant milestone in the history of autonomous driving, potentially influencing future legal precedents in the industry [2][16]. Group 1: Industry Competition - The global autonomous driving landscape has evolved into a competitive framework primarily between the US and China, with the US focusing on legal clarity through case law and China accelerating commercialization through policy [2]. - The competition features key players such as Waymo and Tesla in the US, while Chinese companies like Baidu and WeRide are making significant advancements in practical applications [2][11]. Group 2: Policy Development - The US has a longer history of autonomous driving legislation, starting with Nevada's AB511 in 2011, while China began its policy development in 2015, resulting in a higher density of regulations by 2025 [6][10]. - Both countries are continuously refining safety and liability regulations, with the US focusing on specific technologies like V2X and China emphasizing a comprehensive development model [7][8]. Group 3: Regulatory Environment - The US regulatory framework is characterized by state-level legislation leading the way, resulting in a diverse regulatory landscape, while China adopts a more centralized approach with national guidelines complemented by local adaptations [8][9]. - The US relies on binding legislation, whereas China often issues guidelines and strategic plans that provide direction without strict enforcement [10]. Group 4: Robotaxi Market Dynamics - The Robotaxi sector is witnessing intense competition, with Tesla launching its Robotaxi service in Austin, while Chinese companies are rapidly advancing their own services [11][12]. - China has a more extensive city coverage for Robotaxi operations compared to the US, with major players like Baidu and WeRide operating in multiple cities [12][13]. Group 5: Operational Metrics - Both the US and China have comparable numbers of Robotaxi vehicles, but China significantly outpaces the US in terms of real-world testing mileage, reflecting the advantages of its complex road conditions [13]. - In terms of commercial activity, while the US shows higher order volumes, China's market is projected to grow at a much faster rate, indicating a substantial growth potential [14][16]. Group 6: Financial Implications - The recent ruling against Tesla highlights the financial risks associated with autonomous driving technology, raising concerns about the ability of other companies to absorb similar liabilities [16][17]. - The profitability of Chinese automakers varies significantly, with only a few companies capable of handling substantial compensation claims, which could pose a threat to their financial stability in the event of similar legal challenges [17][18]. Group 7: Future Considerations - The ruling serves as a cautionary tale for the autonomous driving industry, emphasizing the need for a comprehensive risk management framework that integrates safety into the technology development process [18]. - The ongoing evolution of regulations and market dynamics suggests that the industry is at a pivotal moment, with significant implications for the future of autonomous driving technology and its commercialization [18].

Core Viewpoint - Tesla is undergoing a significant strategic shift towards becoming an AI and robotics company, moving beyond its identity as merely an electric vehicle manufacturer. This transformation is centered around the Dojo supercomputer and the Cortex computing cluster, which are intended to enhance Tesla's advanced driver-assistance systems and fulfill Musk's vision of turning existing Tesla vehicles into autonomous taxis [1][5]. Group 1: Leadership Changes and Team Dynamics - Pete Bannon, Tesla's VP of Hardware Engineering, is leaving the company, which has led to the closure of the Dojo team and the reassignment of its engineers to other projects [1][4]. - Tesla has experienced a wave of talent departures this year, including key figures such as Milan Kovac, David Lau, and Omead Afshar [3]. Group 2: Dojo Supercomputer and AI Strategy - Tesla is disbanding the Dojo supercomputer project, which was initially seen as a cornerstone of its AI ambitions, and is now increasing reliance on external partners like Nvidia and Samsung for chip production [4][6]. - The Dojo project was intended to process vast amounts of video data for AI training, but discussions around it have diminished as focus shifts to the new Cortex AI training supercluster [5][6]. Group 3: Financial Agreements and Future Plans - Tesla has signed a $16.5 billion agreement with Samsung to produce more of its A16 chips domestically [2]. - Musk indicated that Tesla's AI efforts will continue to evolve, with a focus on integrating the Dojo and AI6 inference chips, which are expected to support various applications from full self-driving (FSD) to the Optimus humanoid robot [6].

Group 1: Banking and Securities - The scale of bank wealth management increased slightly in July, reaching 30.94 trillion yuan, with a month-on-month growth of 0.29 trillion yuan, although bond market volatility led to a decline in yields [2] - Public fund issuance decreased by 22% month-on-month in July, with 95.7 billion yuan issued [2] - The current capital market reform is deepening, laying a foundation for the development of asset management products, with recommendations for quality stocks in retail and wealth management sectors [2] Group 2: Basic Chemicals and Oil & Gas - As of the end of July 2025, the CCPI crude oil price spread was approximately 294, remaining below the 30% percentile since 2012, indicating high volatility in oil prices due to global macroeconomic conditions [3] - The chemical product price spread has declined as most downstream chemical products enter a demand off-season, but industry profitability is expected to improve due to supply-side adjustments [3] - The capital expenditure growth rate in the industry turned negative for the first time since early 2021, suggesting a potential recovery in the second half of 2025 [3] Group 3: Macroeconomics - In July 2025, China's export growth rate increased to 7.2% year-on-year, up from 5.9% in June, while import growth rose to 4.1% from 1.1% [5] - The trade surplus slightly decreased to 98.2 billion USD, but still showed a year-on-year increase of 12.8 billion USD, supporting overall demand [5] Group 4: Power Equipment and New Energy - Following the cancellation of mandatory energy storage policies, market expectations for domestic energy storage demand have improved, driven by local supportive policies [7] - The demand for large-scale energy storage is expected to continue growing, with recommendations for companies like Sungrow Power Supply and CATL [7] Group 5: Coal and Energy - Since the second quarter, hydropower generation has declined, while thermal power generation has increased, leading to a rise in coal prices, which have rebounded by 51 yuan/ton (+8.3%) since June 12 [8] - The overall electricity demand has significantly increased due to extreme high temperatures across the country [8] Group 6: Key Companies - Hewei Electric reported a 36.39% year-on-year revenue increase in H1 2025, benefiting from high downstream demand [9] - Changshu Bank's net profit and operating income grew by 13.5% and 10.1% year-on-year, respectively, with a proposed interim dividend of 0.15 yuan per share [11] - Energy Transfer's revenue for H1 was 40.3 billion USD, with an adjusted EBITDA of 7.96 billion USD, indicating stable cash flow [12] Group 7: Technology and Internet - DoorDash's total transaction volume reached 24.24 billion USD in Q2 2025, a year-on-year increase of 23%, exceeding expectations [13] - Duolingo's revenue for Q2 was 252 million USD, reflecting a 41% year-on-year growth, with strong user conversion capabilities [14] Group 8: Automotive and Consumer Electronics - Xiaomi's revenue is expected to grow by 29% year-on-year in Q2 2025, with a focus on the automotive sector's development [21] - Uber's revenue for Q2 was 12.7 billion USD, a year-on-year increase of 18.2%, driven by growth in the food delivery business [20]

座舱交互正经历革命性变革： 2025世界智能汽车大会即将拉开帷幕，这场汇聚全球顶尖车企与科技企业的盛会，将集中展示智能汽车 领域最具颠覆性的技术创新。从无限接近完全自动驾驶的解决方案，到沉浸式智能座舱体验，再到车路 云一体化的生态协同，这些黑科技将重新定义人类出行方式。 自动驾驶：迈向L4/L5级的终极突破 本次大会最引人注目的当属高阶自动驾驶技术的突破。多家车企将展示接近L5级的全自动驾驶方案 ——通过高精度激光雷达、4D毫米波雷达与超清摄像头的多传感器融合，车辆可实时构建厘米级精度 的三维环境模型。 更令人惊艳的是新一代AI决策系统：基于深度强化学习的算法能处理极端复杂场 景，比如在无信号灯路口预判行人意图，或在暴雨天气中通过车路协同获取被遮挡的交通信号。部分车 企还将演示"群体智能"技术，多辆自动驾驶汽车可像雁群般自主编队行驶，提升道路通行效率30%以 上。 智能座舱：打造移动数字空间 柔性卷轴屏幕：仪表台可延伸至整个前挡风玻璃，AR-HUD将导航信息与现实路况完美叠加 车路云一体化：智慧城市神经末梢 本次大会主题"车路云一体化"将展示未来交通的真实雏形。通过5G-V2X技术，车辆可与红绿灯、路侧 单元 ...