12月10日，未来图灵在MEET2026智能未来大会上获悉，刚完成美股、港股两地上市的文远知行创始人兼CEO韩旭，在对话中回顾八年创业历程，并对行业 现状与未来发表了观点。 对于特斯拉的FSD，韩旭做出了一个"危险"的预言："如果他还是用model 3或者model y这样的量产车，三年之内他无法在旧金山做到跟今天文远一样的水 平。"他解释称，并非认为其做不到，而是时间往往会产生巨大延迟。 他预测："八年的时间随着人工智能大模型算力发展，可能会出现super human driver，就是这个车开的会比人开的最好的司机开的都好。"他将此称为自动驾 驶的"AlphaGo时刻"，并预计"2033年年底的时候，自动驾驶可以超过99.99%的人类。" 注：左边韩旭 右边李根 他进一步批评了行业乱象："有的车厂或者平台可能是拿了别人家的技术，然后买了别人的车，然后刷个喷漆，然后说自己有L4的技术，我觉得这是不正确 的。"他强调，真正的L4公司必须拥有自己的技术并经历重复运营验证。 针对L2+（高阶辅助驾驶）与L4的路线之争，韩旭基于公司同时布局两端的实践给出判断："我可以负责任的告诉大家，L2加加做好不容易，但是它的难 ...

Group 1 - Robotaxi is entering a phase of accelerated commercialization, with significant developments from companies like Pony.ai and WeRide, which recently completed a dual listing in Hong Kong [1] - Xpeng plans to launch three Robotaxi models by 2026, while Hello Robotaxi aims for small-scale production in 2026 and deployment of over 50,000 autonomous vehicles by 2027 [1] - HSBC predicts that the scale of Robotaxi fleets in China will grow tenfold between the second half of 2025 and 2026, marking a significant expansion in the industry [1] Group 2 - Pony.ai's IPO in Hong Kong is its second listing, following its debut on NASDAQ in November 2024, indicating strong investor interest and confidence in the company [2] - The founders of Pony.ai reflect on their journey, emphasizing the importance of building trust with investors through transparency and data sharing during early trials [10][11] Group 3 - The company is focused on achieving profitability by 2028 or 2029, with plans to operate a fleet of 50,000 Robotaxis primarily in first-tier cities [16][29] - The management believes that achieving a fleet size of several hundred to a thousand vehicles is essential for scaling operations effectively [17] Group 4 - The company positions itself as an "AI driver," aiming to integrate with existing ride-hailing platforms like Didi and Gaode, rather than competing directly with them [32][42] - The strategy includes expanding into international markets, particularly in the Middle East, where regulatory environments are favorable for autonomous vehicle deployment [46][50] Group 5 - The company emphasizes the importance of safety and regulatory compliance, stating that obtaining L4 licenses requires extensive testing and public engagement [18][24] - The founders express a commitment to maintaining a clear technological direction, focusing on L4 capabilities while recognizing the challenges of competing in a rapidly evolving market [37][39]

Group 1 - The 28th Chengdu International Auto Show opened on August 29, with significant attention on "Huawei-related" products [1] - Huawei's HarmonyOS Intelligent Driving unveiled multiple new models, including the new Zhijie R7 and S7, and the AITO M8 electric version, with more models expected in September [1] - GAC Trumpchi's new model, the Xiangwang S9, has started pre-sales with a price range of 259,900 to 289,900 yuan, set to launch in September [1] Group 2 - The Xiangwang S9 features Huawei's Kunlun ADS 4, which reportedly reduces end-to-end latency by 50%, improves traffic efficiency by 20%, and decreases heavy braking rates by 30% [2] - The new Lantu Zhiyin was launched on August 28, offering three configurations with prices ranging from 202,900 to 242,900 yuan, all equipped with Huawei's Kunlun ADS 4 and HarmonyOS cockpit [2] Group 3 - Currently, there are 28 models in the market equipped with Huawei's technology, covering various vehicle types and price ranges from 150,000 to over 1,000,000 yuan [3] - Huawei's cooperation with car manufacturers includes various models such as components, single intelligence, dual intelligence, and full-stack solutions, enhancing collaboration depth [3] - Over 1 million vehicles have adopted Huawei's Kunlun Intelligent Driving system, with over 10 million uses of the parking assistance feature and a total assisted driving mileage of 4 billion kilometers [3] Group 4 - Huawei's Kunlun Intelligent Driving aims to achieve platformization and ecological integration of autonomous driving technology, which encompasses data, algorithms, computing power, software, hardware, and vehicle chassis [4] - The company does not have a clear commercialization goal for the Kunlun Intelligent Driving technology, focusing instead on long-term profitability [4]