以下文章来源于海外独角兽 ，作者Best Ideas 社群 海外独角兽 . 研究科技大航海时代的伟大公司。 2025 年，已经剩余不足 1% 了。 站在年末，回顾这一年 AI 行业的变化。我们发现，AI 的竞争已经进入到了一个新阶段，从单一的「模型强弱」转向技术体系、商业路径、基础设施和生 态构建的综合博弈。 「海外独角兽」组织了一场「2026 AI Best Ideas」社群讨论，通过整合来自 AI researchers、创业者、产品经理和投资人的多元视角，系统性地探讨了 2026 年 AI 领域的几个核心议题： 以下为 「海外独角兽」的 原文内容。 ⬆️关注 Founder Park，最及时最干货的创业分享 Google、OpenAI、Meta 等巨头公司在新一年的竞争格局会是怎样？各自的优劣势是什么？ 为什么 World Model 是 下一代技术范式竞争的核心？ AI 应用将会如何发展？ 操作系统 vs 超级应用、Agent 模式兴起，终极形态会是什么？ 光通信、存储、电力， Infra 是 AI 发展的重要瓶颈 ； 企业服务、金融预测和支付，AI 在这些垂直领域的落地路径会是什么样的？ ..... ...

Core Insights - Tesla is making significant progress on its robotaxi rollout, with plans to start production of the Cybercab in April 2026, which is expected to be a crucial development for the company's stock price [2][5][12] Group 1: Tesla's Future Products - In 2026, Tesla plans to produce three new products: the Tesla Semi, the Optimus robot, and the Cybercab, with the robotaxi service being the most impactful for the company's value [2][3] - CEO Elon Musk believes that 80% of Tesla's future value could come from the Optimus robot, while the Tesla Semi could revolutionize the heavy-duty truck market [3] Group 2: Robotaxi Market Potential - Cathie Wood from Ark Invest predicts that by 2029, 88% of Tesla's enterprise value could come from robotaxis, highlighting the potential for a recurring revenue stream from ride-hailing services [4] - The rollout of Tesla's robotaxi service is expected to significantly drive the company's value, although it currently relies on Model Y vehicles instead of the Cybercab [4][5] Group 3: Production and Regulatory Challenges - Tesla needs to start mass-producing Cybercabs and secure regulatory approvals for unsupervised full self-driving (FSD) software to enable Tesla owners to participate in the robotaxi service [5][9] - Musk expressed confidence that the rate of regulatory approvals will align with Cybercab production, citing favorable accident statistics and the deployment of rival Waymo's robotaxis as positive indicators [8][11] Group 4: Safety Data and Testing - Tesla has accumulated 6.9 billion miles of data from vehicles with supervised FSD, indicating better safety performance than human drivers, although critics argue that there is limited safety data for robotaxis without safety drivers [14] - Driverless robotaxis are currently being tested in Austin, but there are concerns about the adequacy of early approvals for unsupervised operation to justify mass production of Cybercabs [12][15]

Investor Gary Black has shared his insight into Tesla Inc.'s (NASDAQ:TSLA) recent stock surge as the year draws to a close.‘I Love The Tesla Story,' Says Gary BlackSharing his thoughts on Tuesday on X, the investor called Tesla the "most profitable EV business model on the planet," and added that the company's Optimus production next year, scaled-up autonomous driving tech, as well as CEO Elon Musk's commitment, were positives for the company. "I love the $TSLA story," Black said.However, the investor share ...

RT Tesla Owners Silicon Valley (@teslaownersSV)In depth look at the Tesla CybercabThis gives us the clearest view so far of the refined interior and exterior tweaks:• Frameless windows for a cleaner look• Updated front bumper with a longer lower splitter• Minor revisions to the rear hatch• Full production-style front lightbar that integrates the headlights• Fresh wheel covers• Redesigned dashboard and door panels inside• New carpeting material throughout the cabin• Refined seat cushions and revised center c ...

In depth look at the Tesla CybercabThis gives us the clearest view so far of the refined interior and exterior tweaks:• Frameless windows for a cleaner look• Updated front bumper with a longer lower splitter• Minor revisions to the rear hatch• Full production-style front lightbar that integrates the headlights• Fresh wheel covers• Redesigned dashboard and door panels inside• New carpeting material throughout the cabin• Refined seat cushions and revised center cupholders• Upgraded powered door mechanisms• Ad ...

格隆汇12月22日｜特斯拉股价盘初涨超3%，高见496.74美元刷新历史新高，市值高达1.65万亿美元。消 息上，基于Robotaxi与人型机器人计划的估值提升，德意志银行予特斯拉"买入"评级，目标价上调30美 元至500美元。 另外，科技媒体Notebook Check发布博文，分享了一张在美国得克萨斯州奥斯汀市中心抓拍的路测图， 展示了正在测试的特斯拉无方向盘、无踏板的自动驾驶出租车 Cybercab。 ...

Core Viewpoint - The recent power outage in San Francisco exposed significant vulnerabilities in autonomous driving technology, particularly highlighting the shortcomings of Waymo's Robotaxi service during a traffic light failure [1][2][3]. Group 1: Incident Overview - A widespread power outage caused all traffic lights in San Francisco to fail, leading to a chaotic traffic situation [1]. - Waymo's Robotaxi, known as Waymo Driver, failed to adapt to the situation, resulting in multiple vehicles stopping and becoming obstacles on the road [2][3]. Group 2: Public Reaction and Criticism - The inability of Waymo Driver to respond appropriately to the traffic light failure drew widespread criticism, with many mocking the service for its lack of basic driving rule comprehension [5][10]. - Waymo's response included halting operations in San Francisco and collaborating with municipal authorities to restore service [10]. Group 3: Competitive Landscape - The incident provided an opportunity for competitors like Tesla to highlight their own autonomous driving capabilities, with Tesla's Full Self-Driving (FSD) reportedly handling the situation more effectively [10][14]. - Elon Musk leveraged the incident to promote Tesla's technology, contrasting it with Waymo's failures and suggesting that Waymo's approach is less effective [14][19]. Group 4: Technical Approaches - Waymo's technology relies heavily on high-definition maps and a rule-based system, which limits its flexibility in unexpected scenarios [17][23]. - In contrast, Tesla employs a more adaptable AI-based approach, allowing for better handling of atypical driving situations, as demonstrated during the power outage [19][23]. Group 5: Future Implications - The incident raises questions about the future of the Robotaxi market, with Tesla potentially poised to challenge Waymo's lead as it prepares to deploy its own autonomous taxi service without a safety driver [21][24]. - Industry experts suggest that the reliance on AI for autonomous driving is crucial for achieving true safety and flexibility, indicating a potential shift in the technological paradigm [23][26].

你以為2026年 Robotaxi一上路 Tesla股價 就直衝雲霄？ 等等 內行人 Warren Redlich 潑冷水了 這位馬斯克鐵粉說 明年股價很可能 原地踏步！ 為啥？ 因為華爾街 不信邪 他們要看到 真金白銀 進帳才動心 Warren估計 至少得1萬輛 Robotaxi 每天跑8小時 才能產生 5億美元年毛利 才能夠影響財報 但現在呢？ 預計Cybercab 2026年收入 才能達到 10億美元 只佔汽車 銷售1.3% Morgan Stanley 的預測是明年 車隊能從150輛 增到1000輛 規模還小得 像起步階段 Waymo在籌 15億美元 準備擴張 估值破千億 Tesla得加速啊！ 不過要 提醒大家 投資Tesla 就好像開 Tesla的車一樣 要享受過程 耐心等待 爆發的那一刻. ...

想像一下 Cybercab 輪胎去掉金邊 就能幫Tesla 省400萬美元？ 這不是開玩笑 最新展示版 做了小改動 卻精打細算 到了極致！ 先看門窗 變無框設計 讓門開更大 窗戶降下 也不會 撞到車頂 乘客上下車 超順暢 聽起來簡單？ 但這降低了 生產複雜 成本直降 還更易維修 早期原型車 科幻味更重 現在就好像 Model 3 那樣親民 生產團隊 不斷調整 車輛的耐用度 犧牲點 美感換實用 輪胎呢？ 換厚實耐磨款 沒金邊 每條省1美元 百萬台車 就是400萬！ 適合Robotaxi 每天跑幾百英里 壽命長 維護少 這些變化 不只省錢 還讓Cybercab 更快上路 顛覆交通 你怎麼看？ 馬斯克 這招聰明吧？. ...

家好我是大鱼 想像一下 Robotaxi即将 大规模上路 Optimus 蓄势待发 很多铁粉都预期 2026年特斯拉 股价将暴冲而上 但一位Tesla的 资深粉丝却直言 明年股价 很可能原地波动 甚至维持低档 直到财报 出现实质毛利 为什么华尔街 会不买帐？ 这位内行人 的逆向分析 会让你重新思考 投资的逻辑 大家不要错过 今天的精彩内容 OK let's go 第一部分 特斯拉2026 股价原地踏步？ 很多特斯拉的铁粉 以为2026年 Robotaxi上路 股价就直奔月球？ 不一定 内行人 沃伦·雷德利奇 直言 明年Tesla的股价 很可能原地打转 直到有 真金白银进帐 为啥？ 来听听这位 马斯克粉丝 的逆向思考 保证让你 大开眼界 先说说Warren 的预测吧 这家伙是退休律师 YouTube频道 追踪特斯拉动态 马斯克本人 还follow他 事实上 从Reuters 和Bloomberg 的报导看 分析师如 Cathie Wood 都乐观预测 特斯拉股价 到2029年冲上 2600美元 主要靠Robotaxi 贡献90%价值 但Warren 却泼冷水说 2026年大部分时间 股价可能会 保持平稳 甚至低 ...