眼镜或其他东西是理想探索物理AI终端的头几个包子，在这个过程中试错是必要且不可避免的，降 低预期可能是上策。 2025年4月李想表示人工智能时代终端四个特点：1.360度对物理世界的感知能力 2.认知决策的能力 3.Action的能力 4.可以自我反思反馈。理想之后做任何一个终端都必须符合以上四个能力。 Rokid创始人祝铭明在2025年10月公布的《一问》访谈中表示，现阶段眼镜在展现力/穿戴性/续航是一 个不可能三角，满分10分，Vision Pro展现力做到9分，续航6-7分，穿戴性几乎是0分。Rokid眼镜穿 戴性7-8分，续航7-8分，展现力3分。如果这三点同时做到7-8分，那么将迎来奇点，这时涉及的技术 将非常广，涉及电池、材料、半导体、光学、通信的技术，且大量的算力不可能全在眼镜上，不然没 法做得轻巧。 理想今年多个部门表现的都一般，包括但不限于销售管理/供应链/i86产能/智驾部门面向高频智驾用 户的运营等。 小同桌/卡片大师/理想同学生活助手Agent，TOP2认为理念层面非常好，但实用层面现阶段不太好， 广州车展给了生活助手会OTA的饼，没给小同桌/卡片大师会更新的饼，更新速度偏慢。 即基于 ...

Core Viewpoints - The article discusses four main areas of non-consensus regarding Li Auto, including perceptions of Li Xiang's capabilities, reasons for the company's poor sales this year, the direction and ultimate goals of smart vehicles, and the prospects of physical AI [1][2]. Group 1: Non-Consensus Areas - The first area of non-consensus revolves around how to evaluate Li Xiang's abilities and the implications of leadership errors [1]. - The second area focuses on differing opinions regarding the reasons behind Li Auto's disappointing sales performance this year [1]. - The third area addresses the advanced directions and ultimate goals of smart vehicles, highlighting two main schools of thought: one prioritizing high sales models and the other focusing on end goals [3][4]. - The fourth area concerns the future of physical AI, including its exploration necessity and potential pathways for realization [1]. Group 2: Bayesian Reasoning - The article emphasizes that differing beliefs about the future stem from individuals' Bayesian reasoning, where the strength of prior beliefs and the likelihood of new evidence vary among people [1]. - Those who "believe it to see it" tend to have strong priors that may lead to a higher tolerance for errors, while those who "see it to believe it" have weaker priors, making them more responsive to new evidence [2]. Group 3: Smart Vehicle Directions - Two main factions exist regarding the direction of smart vehicles: one that focuses on high sales models and another that starts with the end goal in mind [3][4]. - The "high sales model" faction emphasizes current successful vehicle features, while the "end goal" faction believes in a future defined by AI and automated driving [5]. Group 4: Evaluation of Li Auto's Strategy - The article notes that perceptions of Li Auto's long-term strategy and capabilities vary significantly, with some believing in the company's potential for recovery through iterative improvements, while others doubt Li Xiang's abilities due to repeated errors [6]. - The evaluation of Li Auto's products and strategies is influenced by whether individuals focus on immediate performance or the foundational principles guiding the company's design [5][6].