The US confirmed it would end stacking of universal tariffs on Japan and cut car levies as promised, Tokyo’s top trade negotiator said after a meeting with his counterparts in Washington https://t.co/4XhoMgTuOQ ...

Group 1 - Tesla's vice president of hardware design engineering, Pete Bannon, is leaving the company after joining in 2016 from Apple, and he was leading the development of Tesla's Dojo supercomputer [1] - Musk has been positioning Tesla as an artificial intelligence and robotics powerhouse, with Dojo being a key component designed to process and train AI models using data from Tesla vehicles [2] - The focus on Dojo and another computing cluster, Cortex, aims to enhance Tesla's advanced driver assistance systems and fulfill Musk's vision of transforming existing Teslas into robotaxis [3] Group 2 - Tesla has entered a $16.5 billion deal with Samsung to produce A16 chips domestically, and is currently testing a Robotaxi service in Austin, Texas, which requires a human safety supervisor [4] - During an earnings call, Musk addressed concerns about competition for AI talent between Tesla and his AI company, xAI, stating that both companies are focused on different aspects of AI development [5][6] - Tesla has seen a significant departure of top talent this year, including key figures in robotics and software engineering, indicating potential challenges in retaining skilled personnel [7]

戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>直播和内容获取转到 → 自动驾驶之心知识星球 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 点击按钮预约直播 视觉语言模型（VLM）的最新进展激发了人们将其应用于自动驾驶的兴趣，尤其是通过自然语言生成可解释的驾驶决策。然而关于VLM是否能为驾驶 提供基于视觉的、可靠的且可解释的解释，这一假设在很大程度上尚未得到验证。为填补这一空白，我们推出了DriveBench，这是一个基准数据集， 旨在评估VLM在17种设置下的可靠性，包含19,200帧、20,498个问答对、三种问题类型、四种主流驾驶任务以及总共12个流行的VLM。 自动驾驶之心很荣幸邀请到加州大学尔湾分校在读博士生 - 谢少远，为大家分享介绍这篇ICCV 2025中稿的DriveBench。 一个专为自动驾驶设计的视 觉语言模型(VLMS)基准测试框架，旨在评估VLMs在不同环境和任务下的可靠性。DriveBench涵盖感知、预测、规划和行为四大核心任务，并引入 15 种OoD类型，以系统性测试VLMs 在复杂驾驶场景中的可靠性。 今天上午十一点，锁定自动驾驶之心直播间，我们不见不散~ 论文标 ...

Tesla is breaking up the team behind its Dojo supercomputer, ending the automaker’s play at developing in-house chips for driverless technology, according to Bloomberg.Dojo’s lead, Peter Bannon, is leaving the company, and the remaining team members will be reassigned to other data center and compute projects within Tesla, per Bloomberg’s reporting which cited anonymous sources.  The disbanding of Tesla’s Dojo efforts follows the departure of around 20 workers, who left the automaker to start their own AI ...

Tesla's Model Y is the best selling car in the world, and the refreshed "Juniper" is a great update!While there are some obvious physical changes on the outside, there are some really solid updates on the inside that you might not have known about -@larsmoravy https://t.co/Yfka5Feo1E ...

Group 1 - The analyst has assigned a Sell rating to numerous car manufacturers, including Tesla, indicating a bearish outlook on the automotive sector [1] - The investment strategy focuses on a total return style with a mix of long and short positions, typically holding 10-30% in short positions [1] - The core investment strategy includes large-cap stocks and/or ETFs, while smaller-cap stocks and undervalued stocks serve as satellites around this core [1] Group 2 - The analyst emphasizes the importance of technological and geopolitical shifts in identifying investment opportunities [1] - There is a focus on finding stocks or sectors with favorable risk-reward structures, particularly in the context of overvalued stocks that are expected to decline [1] - The analyst has a beneficial long position in BYDDF, indicating a positive outlook on this specific stock [2]

General Motors Co. plans to purchase electric-vehicle batteries from China to power its upcoming entry-level EV until it can procure US-made batteries with South Korea’s LG Energy Solution. https://t.co/JWNUOtBq9w ...

Exclusive: General Motors plans to import batteries from China, despite steep tariffs imposed by President Trump, to power its second-generation Chevrolet Bolt electric vehicle https://t.co/tfxDtZMRHE ...

Core Insights - Cummins Inc. reported Q2 2025 earnings of $6.43 per share, exceeding the Zacks Consensus Estimate of $4.99 and increasing from $5.26 in Q2 2024, driven by strong sales in Distribution and Power Systems segments [1][9] - Total revenues for Cummins reached $8.64 billion, surpassing the Zacks Consensus Estimate of $8.47 billion but declining from $8.8 billion in the same quarter last year [1][9] Segment Performance - Engine segment sales decreased by 8% year over year to $2.90 billion, missing the estimate of $2.91 billion, with EBITDA falling to $400 million from $445 million in the prior year [2] - Distribution segment sales rose by 7% year over year to $3 billion, exceeding the projection of $2.83 billion, with EBITDA increasing to $445 million from $314 million in the previous year [3] - Components segment sales totaled $2.7 billion, down 9% from the prior year and missing the estimate of $2.74 billion, with EBITDA at $397 million, slightly lower than the previous year's $406 million [4] - Power Systems segment sales surged by 19% year over year to $1.9 billion, beating the estimate of $1.64 billion, with EBITDA rising to $430 million from $301 million [5] - Accelera segment sales were $105 million, down 5% year over year and below the estimate of $112.5 million, with a pretax loss of $100 million [6] Financial Position - As of June 30, 2025, Cummins had cash and cash equivalents of $2.32 billion, up from $1.67 billion at the end of 2024, while long-term debt increased to $6.81 billion from $4.78 billion [7]

与此同时，适航认证方面也有突破进展，亿航智能在3月成为首个集齐"四证"（即运营合格证、型号合格证、生产许可证、标准适航证）的企业；7月，峰 飞航空V2000CG凯瑞鸥获单机适航证，成为全球首架"三证齐全"的吨级以上eVTOL。 eVTOL已站在商业化爆发的临界点。 【DT新材料】 近期，eVTOL实际订单密集落地，商业化进程远超预期。 据相关数据不完全统计，自2025年年初至今，eVTOL企业公布的意向订单总数 已超过1500架且订单金额相当可观。 就在近日，7月16日，时的科技 与阿联酋企业Autocraft签署协议，采购350架E20 eVTOL，订单金额10亿美元。 7月23日，沃兰特航空与泰国泛太平洋有限责任公司（简称Pan Pacific），中国航空技术国际工程有限公司（简称中航工程）在金山展区签署了三方合作 协议，Pan Pacific向沃兰特采购500架VE25-100天行eVTOL，该订单总金额达17.5亿美金。 两笔订单金额合集27.5亿美元，约200亿人民币。 | 7月 | 7月 | 7月 | 6月 | 5月 | 5 | 4月 | 4月 | 4月 | 2月 | 时间 | | | --- | ...