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李想目前对AI兴趣远大于汽车硬件维度产品细节打磨
理想TOP2· 2025-09-01 07:50
Core Viewpoints - Li Xiang's personal interest in AI currently outweighs the focus on the incremental details of automotive hardware products [1][4] - Discussing the short-term market, Li Xiang's preference for AI over hardware may pose a potential risk to short-term sales, as many consumers prefer hardware-defined products [1] - The foundational anchor for both short-term and long-term commercial value is the product's utility, supported by varying levels of emotional value; in the AI era, models are products [1] - Within a three-month timeframe, AI-related product utility is unlikely to reach early mainstream adoption, remaining in the early adopter phase, with low emotional value among the general public [1] Detailed Analysis - The head of the first product line, Lao Tang, actively shares the product development process online, while the heads of the second and third product lines, Zhang Xiao and Li Xinyang, are less inclined to do so [3] - The MEGA Home was developed based on user feedback regarding accessibility for the elderly, with differing opinions between Li Xiang and Lao Tang on design solutions [3] - Li Xiang has been the primary decision-maker for many product details in the Li ONE, while there is speculation that the i8 may shift to a configuration with fewer options, likely influenced by Li Xiang [3] - There is no evidence from public information that Li Xiang has strongly insisted on hardware dimension enhancements for the new product lines [3] - Li Xiang's strong insistence on running VLA on dual Orin chips led to significant technical challenges being overcome, showcasing his first-principles thinking [5] - All vehicles equipped with the Thor chip are expected to be able to switch to Li Auto's own autonomous driving chip in the future, although it is uncertain if the Orin chip will also be replaceable [5]