每经记者｜高涵 实习生 雷婷婷 每经编辑｜兰素英 "实现完全自动驾驶不一定需要激光雷达。" 这是28岁的激光雷达销售员大卫•莫斯（David Moss）在完成了特斯拉"完全自动驾驶"（FSD）横跨美国之旅后得出的结论。 当地时间2025年12月28日凌晨2:30，美国加州洛杉矶的特斯拉餐厅门前，大卫•莫斯坐进他的Model 3，指尖轻点屏幕启用FSD系统，车辆平稳启动。 在接下来的2天20小时，他声称自己的手未碰过一次方向盘，也未踩过一脚油门或刹车，任凭这辆搭载FSD V14.2的电动汽车，驶过繁忙的洛杉矶街道， 汇入州际高速，穿越24个州，最终抵达南卡罗来纳州大西洋岸边的默特尔海滩。 全程2732.4英里（约合4397公里），无人工接管。 这是全球首次、数据可验证的依靠FSD跨美之旅，也让埃隆•马斯克2016年"让汽车自己横穿美国"的愿望成为现实。 他为何要进行这场挑战？在复杂多变的路况下，FSD表现究竟如何？ 近日，大卫•莫斯接受了《每日经济新闻》记者（以下简称每经记者）独家专访。从激光雷达的从业者，到对马斯克"纯视觉"路线的信徒，他向我们讲述 了这场颠覆认知的旅程。 近4400公里全程放手，但不能放松 ...

来源：环球市场播报 在英伟达发布其自动驾驶AI平台之后，马斯克表示，他真心希望该公司在自动驾驶技术的探索道路上 取得成功。 马斯克还透露，这项技术要对特斯拉的 FSD 系统构成竞争性挑战可能还需要一段时间，可能在5 到 6 年内。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 当被问及英伟达自动驾驶AI平台Alpamayo与特斯拉FSD技术之间的差异时，黄仁勋表示， 差异在于 Alpamayo结合了视觉、雷达和激光雷达技术。然而，他随后补充说，尽管采用了传感器和摄像头的结 合，但该技术与特斯拉的技术仍"颇为相似"。 黄仁勋说："我认为埃隆的方法代表了当前自动驾驶机器人领域最先进的技术，这一点众所周知。"这位 英伟达CEO还表示，他将"鼓励"特斯拉在自动驾驶领域的探索。 黄仁勋的这些评论与马斯克对特斯拉的AI4 芯片的称赞相吻合。马斯克周二在社交平台X上透露，到今 年年底，特斯拉在用于训练的英伟达硬件方面的累计投入将达到约100亿美元，而如果没有自己的AI4 芯片，这一金额可能会翻倍。 英伟达CEO黄仁勋周二在一次采访中称赞了特斯拉全自动驾驶（FSD）系统的进步。他表示，由埃隆· 马斯克领导的这 ...

就在CES2026开幕前夕，自动驾驶的最新动态便已提前公布，作为雷科技CES报道团成员，电车通带你抢先一探究竟。 英伟达甩出Alpamayo， 雷科技AI硬件组 | 编辑：小鹰同学 | 监制：罗超 美国当地时间1月6日，CES2026便正式开幕。全球科技巨头齐聚拉斯维加斯，共赴这场年度科技盛宴。雷科技报道团已跨越11000公里抵达现场，全程为 大家带来一线、专业、立体的深度报道。 当AI大模型持续渗透各行各业，企业的技术理念正在发生深刻转变，尤其在自动驾驶领域，一场颠覆性的技术革新正悄然来临。 我们查看参展规划和阵容后发现，多家企业将带来自动驾驶相关的最新成果。长城、吉利等汽车品牌会展示最新的辅助驾驶技术，零跑和高通将会推出全 新跨域融合解决方案等等。 这一切迹象都预示着，自动驾驶技术将迎来前所未有的突破与创新。 剑指特斯拉FSD！ 和往年一样，NVIDIA创始人兼首席执行官黄仁勋以一场主题演讲拉开了CES2026的序幕。 在开始演讲之前，英伟达便在社交平台表示，「本届CES不会发布新的GPU产品」，这是五年来，英伟达首次打破CES发硬件新品的惯例，把所有焦点都 集中到了自动驾驶、物理AI的软件与系统能力上。 ...

Core Viewpoint - The article discusses the competitive landscape of the autonomous driving industry, focusing on the significant developments from Waymo and Tesla, highlighting their strategies, advancements, and the challenges they face in achieving fully autonomous driving [4][5]. Group 1: Waymo's Developments - Waymo is in talks for a new funding round led by its parent company, Alphabet, aiming to raise between $15 billion to $20 billion, which would increase its valuation to over $100 billion, doubling from $45 billion in October 2024 [8]. - Waymo has expanded its service area significantly, covering approximately 260 square miles in Silicon Valley and becoming the first company to offer paid autonomous driving services on highways without a driver [16][21]. - The company has completed 127 million miles of fully autonomous passenger miles, achieving a 90% reduction in severe accidents and a 92% reduction in pedestrian injuries compared to human drivers [19][21]. Group 2: Tesla's Strategy - Tesla is attempting to leverage its unique vision-based Full Self-Driving (FSD) system and extensive data from mass-produced vehicles to catch up with Waymo [22]. - The company has launched a taxi network in Austin, where vehicles are monitored by a safety operator, marking a significant step towards fully autonomous operations [22][30]. - As of October 2025, over 2 million Tesla vehicles are equipped with the FSD beta, generating vast amounts of road scene data daily [28]. Group 3: Challenges Faced - Both Waymo and Tesla face ongoing challenges related to technology maturity, safety performance, and regulatory compliance [32]. - Waymo has encountered operational difficulties, such as traffic congestion caused by its vehicles in San Francisco, highlighting the complexities of real-world scenarios [33][37]. - Tesla's FSD software has faced scrutiny due to incidents of traffic violations and accidents, with seven collisions reported in Austin as of mid-October 2025, despite the presence of human safety operators [40][41]. Group 4: Regulatory Environment - Tesla is under strict scrutiny from state and federal regulators, which poses risks to its business model, especially as it aims to launch fully autonomous taxi services [44]. - The California DMV has mandated Tesla to change the name of its "Autopilot" system to clarify its nature as an advanced driver assistance system, with a deadline for compliance [44]. Group 5: Future Outlook - The future of autonomous driving may hinge on the safety data generated by Tesla's autonomous taxi operations, suggesting that superior safety metrics could determine market leadership [45].

来源：环球网 【环球网科技综合报道】12月5日，据外媒BUSINESS INSIDER报道，特斯拉CEO埃隆·马斯克日前确认 特斯拉FSD系统新增功能——允许用户在自动驾驶状态下发送短信，该功能已随FSD v14.2.1版本推送， 目前特斯拉正开放该软件免费试用。有国外记者随即用2024款Model 3完成实测，验证功能可行性的同 时，也引发对法规适配的讨论。 不过功能落地面临法规争议。外媒报道称，美国加州对分心驾驶有严格规定及高额罚款，但相关条款基 于"人类驾驶"制定，未覆盖"自动驾驶时使用手机"的场景，权责界定成新课题。 BUSINESS INSIDER方面指出，特斯拉此次功能更新，被认为是优化FSD用户体验的尝试，但如何平衡 功能创新与道路安全法规，成为亟待解决的问题。目前该功能仅开放"特定场景"，具体适用条件及合规 细节仍待进一步明确。（旺旺） 实测显示，记者设定短途行程后按下"开启自动驾驶"按钮，车辆便自动启动。全程7分钟内，他用手机 持续发消息，车辆未阻止操作，仅在途中提示"轻握方向盘"并鸣笛提醒关注路况，仍保持正常行驶。即 便途经"两侧停车、空间狭窄"的复杂路段，FSD也能精准避让对向车流及垃圾 ...

Group 1 - Ukrainian President Zelensky dismissed Andriy Yermak from his position as head of the presidential office, following Yermak's resignation statement [2] - The Ministry of Industry and Information Technology held a meeting to discuss the competitive order in the power and energy storage battery industry, emphasizing the need for targeted policies to address irrational competition [2] Group 2 - U.S. stock markets closed higher for the fifth consecutive trading day, with the Nasdaq up 0.65%, the Dow Jones up 0.61%, and the S&P 500 up 0.54% [3][4] - Major tech stocks saw gains, with Intel rising over 10%, marking its largest single-day increase since September 18 [3][4] - The Nasdaq Golden Dragon China Index increased by 0.54%, with notable gains from companies like Xpeng and JD.com, while Li Auto and Alibaba saw slight declines [3][4] Group 3 - The China Securities Regulatory Commission (CSRC) is seeking public opinion on a draft announcement regarding the pilot program for commercial real estate investment trusts (REITs) to enhance the market [9] - The CSRC aims to support the development of the REITs market and improve capital market financing tools [9] Group 4 - Guizhou Moutai received approval for a share repurchase plan, intending to buy back shares worth between 1.5 billion and 3 billion yuan, with a maximum price of 1,887.63 yuan per share [16] - Meituan reported third-quarter revenue of 95.5 billion yuan, a 2% year-on-year increase, but faced a loss of 14.1 billion yuan due to intensified competition [17] Group 5 - Tianfeng Securities is under investigation by the CSRC for suspected violations related to information disclosure and illegal financing [18] - The company is cooperating with the investigation while continuing its normal business operations [18] Group 6 - The third quarter saw global DRAM sales reach $40.3 billion, a 30% quarter-on-quarter increase, with SK Hynix maintaining the largest market share at 34.1% [32] - Counterpoint Research forecasts a 3.3% year-on-year growth in global smartphone shipments for 2025, with Apple expected to become the largest smartphone brand for the first time since 2011 [33]

Core Insights - The launch of Chery's Starway ET5 equipped with Horizon HSD marks a significant breakthrough in China's smart driving industry, bringing advanced intelligent driving experiences to mass-market vehicles priced around 150,000 yuan [2][11] - Horizon HSD aims to challenge Tesla's dominance in high-level intelligent driving, facilitating a collective effort among Chinese automakers to surpass industry benchmarks [2][11] Industry Challenges - The Chinese intelligent driving sector faces two main challenges: a focus on high computing power without sufficient algorithm optimization, leading to high hardware costs and limited consumer experience, and the use of segmented technology solutions that result in performance issues [5] - Horizon HSD addresses these challenges with an end-to-end architecture and reinforcement learning, enhancing the driving experience in complex urban scenarios [5] Technological Advantages - Horizon HSD features the "Zhengcheng 6P" chip, providing 560 TOPS of computing power, enabling efficient deployment of advanced driving models [5] - The system's architecture allows for rapid iteration and improvement, with performance enhancements expected to be significant within short timeframes [7] Production Capabilities - Horizon has established itself as the first company to achieve mass production across all levels of driving assistance, with over 40 partnerships and more than 400 models covered, achieving a market share exceeding 30% in the smart driving solutions for domestic passenger vehicles [8] - The company emphasizes a strong engineering and production capability, ensuring seamless integration of technology and mass production [8] Open Empowerment Strategy - Horizon's open empowerment model contrasts with Tesla's closed ecosystem, allowing various automakers to adopt high-level intelligent driving systems without extensive R&D investments [10] - The technology is now accessible to mainstream vehicles priced below 150,000 yuan, breaking the previous barrier that limited advanced driving systems to luxury models [10] Future Goals - Horizon aims to achieve a production target of 10 million units for HSD in the next 3-5 years, driving the widespread adoption of advanced driving assistance systems [11] - The company's efforts are positioned to enhance China's competitiveness in the global smart driving landscape, contributing to a collective advancement beyond Tesla [11]

Core Viewpoint - AI has become an essential component for the survival of automotive enterprises, transitioning from an optional technology to a core competitive advantage for the next decade [6][7]. Design Phase - AI enhances the efficiency of "creative realization" by tenfold, significantly reducing the automotive design cycle from weeks to hours through systems like AiCube [12][13]. - Custom design processes have been revolutionized by NVIDIA RTX AI workstations, compressing development timelines from six months to six weeks while improving efficiency and quality [15][16]. - Future automotive design will increasingly rely on "human-machine collaboration" as AI capabilities are integrated into modeling tools [18]. Manufacturing Phase - AI is transforming automotive manufacturing from mass production to flexible intelligent manufacturing, enhancing resilience [19]. - The Li-Mos system at Li Auto's manufacturing base has improved production efficiency by 20% and reduced operational costs by 25% through real-time AI monitoring [21]. - AI-driven flexible production lines have decreased model switching time from four hours to 27 minutes, allowing for the simultaneous production of multiple vehicle models [23]. Product Value Reconstruction - The automotive industry is evolving from "wheeled sofas" to "mobile intelligent terminals," with AI as the driving force behind this transformation [24]. - Tesla's Full Self-Driving (FSD) system exemplifies AI's role in enabling complex decision-making capabilities in autonomous driving [25][27]. - Huawei's investment in AI has led to advancements in human-vehicle interaction, shifting competition from hardware specifications to AI-driven user experiences [29]. Sales and After-Sales Service - AI is transforming marketing from one-way communication to interactive engagement, as demonstrated by Dongfeng's AI co-creation launch event that attracted 280,000 participants [38][40]. - The digital upgrade of the vehicle pickup process by Autox3 enhances transparency and efficiency, creating a win-win situation for vehicle owners, service centers, and parts suppliers [42]. Implementation Insights - Four key actions for AI transformation in automotive enterprises include building a closed-loop technology system, restructuring traditional business processes around AI, establishing high-quality data governance, and cultivating cross-disciplinary talent [43]. - The integration of AI into the automotive industry is a long-term ecological reconstruction rather than a one-time technological upgrade [45].

Core Insights - The rise of intelligent assisted driving technology is becoming a core competitive advantage for automotive companies, with BYD's "Tianshen Eye" system set to rival Tesla's FSD, aiming for implementation in all models priced above 100,000 RMB by 2025, indicating a significant market shift towards economic models [1] - The Swiss Re report highlights that while the Chinese auto insurance market has stabilized, emerging risks and claims trends present both challenges and opportunities, particularly with the rise of intelligent assisted driving vehicles potentially reducing accident frequency and reshaping the insurance landscape [1] Market Trends - The Chinese auto insurance market has seen fluctuations in premium growth, with a compound annual growth rate of 8.2% from 2014 to 2019, but a decline of 5.7% in 2021, leading to a combined cost ratio of 101% in the same year, marking the first underwriting loss since 2015 [2] - The market is expected to recover, with a projected compound annual growth rate of 5.5% in premiums from 2022 to 2024, aligning with a vehicle ownership growth rate of 5.2%, and a combined cost ratio improving to 98.1% [2] Emerging Risks - Significant claims trends include natural disasters causing claims to spike, with losses from major events potentially reaching nearly 1% of market premiums, posing profitability challenges for insurers already facing thin margins [3] - The insurance industry is also grappling with stable claims inflation rates for vehicle damage and third-party liability, while the short-term impact of electric vehicles (EVs) on claims costs remains a concern, as EVs currently have higher payout costs compared to traditional vehicles [3] Electric Vehicle Insurance Landscape - China is projected to dominate the global EV market, with EV sales expected to account for 70% of global sales by 2024, and the penetration rate of new EV sales in China reaching 48%, translating to approximately 13 million units sold [4] - The insurance premium for EVs is anticipated to reach 140.9 billion RMB by 2024, representing 15.4% of total auto insurance premiums, with expectations to rise to 37% by 2030 [4] - The average combined cost ratio for EV insurance is projected to be around 107% in 2024, with underwriting losses estimated at 5.7 billion RMB, driven by high claims rates among certain models [4][5] Collaboration and Product Development - The high risk premium for EV insurance is attributed to factors such as the high cost of battery components, the need for driver adaptation to different driving characteristics, and a higher representation of riskier demographics among EV drivers [5] - The emergence of intelligent assisted driving technology offers opportunities for insurers to design new products, such as intelligent driving liability insurance, which will cover losses due to system defects, with expected rapid growth starting in late 2024 [6] - China's automotive export surge, projected to exceed Japan with 6.4 million units and 117 billion USD in export value, necessitates tailored insurance products for exporters, fostering a robust insurance ecosystem to support international trade [6]

Core Insights - The essence of "effort" in entrepreneurship is a quantifiable economic behavior variable that plays a crucial role in value creation [2] - The concept of "effort" is linked to the economic principles of "anti-entropy" and the dynamics of capital returns [3][4] Group 1: Economic Nature of Effort - The economic nature of effort in entrepreneurship is described as "anti-entropy," countering the natural tendency of market systems towards inefficiency and resource dispersion [3] - SpaceX's efforts to reduce launch costs from approximately $150 million to $62 million per launch exemplify the successful application of effort in overcoming industry challenges [3] - The formula for great outcomes is identified as talent, practice, and effort, with SpaceX achieving a 97% rocket recovery success rate after 13 years of persistent effort [3] Group 2: Investment Strategies and Effort - In venture capital, effort manifests as a deep understanding of industry cycles, with Sequoia Capital's "zeitgeist investment method" focusing on predicting future demand gaps [4] - The investment logic aligns with the idea of creating currently missing value, where systematic effort leads to asymmetrical risk and return distributions [4] - The principle of "marginal returns" and "opportunity cost" in investment emphasizes focusing effort on critical issues rather than spreading resources thinly [4][5] Group 3: Capital Returns and Effort Density - The density of effort directly impacts capital return rates, with data showing that founders working over 60 hours a week have a 47% higher success rate in securing funding compared to those working fewer hours [5] - The concept of "effective effort zone" is introduced, highlighting the importance of matching effort with physiological limits and cognitive load [5] - Successful examples, such as ByteDance's focus on algorithm development, demonstrate how concentrated effort can lead to significant improvements in operational efficiency [5] Group 4: Creative Destruction and Industry Transformation - The theory of "creative destruction" is linked to the sustained effort required for disruptive innovation in industries, as seen in OpenAI's investment in AI model training [6] - OpenAI's investment of over $1.5 billion and the increase in training data from 10TB to 100PB illustrate the transformative potential of dedicated effort [6] - The combination of talent, practice, and effort is essential for achieving breakthroughs in technology and industry paradigms [6] Group 5: Long-term Value Creation - The long-term accumulation of knowledge and effort leads to "cognitive compounding," which is crucial for value creation in investment [8] - Historical examples, such as Warren Buffett's extensive research and reading, demonstrate how sustained effort can yield significant returns over time [8] - The emphasis is placed on recognizing and filling future value gaps through systematic effort, aligning with the principles of creating technological, market, and cognitive barriers [8] Group 6: Conclusion on Effort in Business - The narrative concludes that true greatness in business arises from persistent efforts towards unclear goals, moving away from shortcut thinking [9] - The framework of effort as a calculable and verifiable value formula is reinforced, suggesting that capital returns and industry advancements are natural outcomes of dedicated effort [9]