一个是"无所不能、牵引全球科技发展潮流"的钢铁侠，一个是手握人工智能核心算力的皮衣教主，也都与美国白宫关联密切，硅谷的两任科技偶像，马斯 克与黄仁勋，终于有了争锋的现实条件。 就在2026年的CES消费电子展上，英伟达发布Alpamayo自动驾驶平台，向世界展示的"AI推理"时刻，其实在C次元看来是招揽汽车公司作为客户，本质上 就是做又一家汽车界的安卓。 本来大家以为，特斯拉做整车，英伟达卖芯片，八竿子打不到一起去竞争。 然而自从老马存了"对其他汽车制造商推销FSD完全自动驾驶系统"的心思，就注定他和皮衣黄"早晚有一战"。更何况，谁才是真正的科技教父，在白宫那 边丢了场子之后，老马一定不想再输一场。 "嗯，那正是特斯拉正在做的事。"马斯克在X平台上如是评价英伟达打造Alpamayo，看起来就有点不屑，其实一点儿都不是夸奖，"他们会发现，达到 99%很容易，但要解决分布的长尾部分则超级困难。" 英伟达"授人以渔"：VLA与思维链 要理解马斯克的"不屑"，必须先看懂英伟达此次抛出的究竟是何物。Alpamayo并非一个可以直接装车上路的完整自动驾驶系统，而是一套开发范式与基 础设施。 其核心创新，在于首次将视觉-语 ...

Core Insights - Recent high-level departures in NIO's autonomous driving team have raised concerns about the stability of its autonomous driving strategy [1][2][5] - NIO has experienced a total of six key executives leaving its autonomous driving core team since the end of 2024, affecting critical areas such as technology infrastructure and algorithm development [2][4] - NIO's official response characterizes these departures as part of an organizational restructuring to adapt to the development of general artificial intelligence [3][5] Group 1: Executive Departures - The recent departures include key figures such as Bai Yuli, head of the AI platform, Ma Ningning, head of world models, and Huang Xin, head of autonomous driving products, all of whom played crucial roles in the development of NIO's autonomous driving technology [2][3] - Bai Yuli's exit is particularly significant as he was responsible for foundational work in cloud computing and data systems, which are essential for the algorithm iterations of NIO's NAD system [2][4] - The loss of these executives has led to discussions about potential risks in the development of the world model 2.0, with analysts expressing concerns over a possible gap in the research and development process [5][6] Group 2: Organizational Changes - NIO's restructuring aims to create a "4×100 relay baton" model to align its autonomous driving organization with general AI developments, focusing on enhancing the absorption of cutting-edge technologies [3][4] - The company plans to launch iterations of the world model 2.0 between late 2025 and early 2026, with upgrades including the integration of language modules and improved long-sequence processing capabilities [3][4] - Despite the official narrative of proactive strategy, market reactions indicate skepticism regarding the stability of NIO's autonomous driving business, as evidenced by a significant drop in stock price following the news of executive departures [5][6] Group 3: Industry Context - The trend of executive turnover is not unique to NIO; other companies in the new energy vehicle sector, such as Li Auto and Xpeng, have also seen key personnel changes in their autonomous driving teams [6][7] - The competitive landscape is shifting from a focus on functional capabilities to a deeper engagement in AI model development, with companies needing to balance long-term R&D investments against short-term delivery pressures [7]