点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 1. 自我介绍 自我介绍环节主要是让双方进入快速面试状态，这块没什么特别注意的，别磕巴就好，主要聊聊个人基本信息、教育背景、工作经历和技 能特长等等。 2. 项目面 因为我简历上面写一个RAG项目，所以面试官主要围绕RAG进行提问： 最近面试了理想汽车大模型岗位，被面试官强度拉满了...不仅问到了很多大模型的基础，从通用大模型到大模型微调，再到自动驾驶多模 态大模型全方面被拷打，尤其是对大模型如何落地自动驾驶进行了很长时间的讨论。毕竟理想的VLM是国内首个上车的，这块的经验积累 还是比较丰富。 本文章主要记录了本小菜研找实习的坎坷历程，欢迎大佬们给建议！！！ 4. ... 通用大模型是面试的重点，面试官比较关心有没有横向对比近一年开源的SOTA大模型，这些模型在不同任务上有什么优劣势，以及大模型 微调比较细致的思考，这块涉及： 3. 技术问题回答 3.1 简单介绍一下大模型存在哪些问题？有什么好的解决方法？ 3.2 如何看待自动驾驶大模型？以及如何落地自动驾驶大模型？ 这块聊了很多自动驾驶大模型的工作，像经典 ...

未经许可，不得转载或者引用。 投资要点 华为汽车业务核心竞争力来源于【华为价值观：以客户为中心+以奋斗者为本+以价值为 纲】。 区别于其他车企，华为汽车业务是依托于其ICT领域的技术底座，而且从方法论角度华为是具 备三大体系化能力【IPD（研发）+ISC（供应链）+IPMS（营销与销售）】。这些能力的构建 是华为以通信行业起家经历了"从模仿创新到引领创新"的蜕变，而且从通信到手机业务的成功 复制。 华为在汽车行业的定位我们认为是"帮助车企造好车、卖好车"。 智选模式和HI模式我 们认为最终都是殊途同归，借助华为强大的技术底座能力去赋能中国车企做大做强。 复盘总结2020-2025年华为汽车业务：智选模式发展好于HI模式。 背后原因在于过去5年汽车接受智能手机方法论洗礼的阶段（或理解为降维打击），智选模式 华为与合作伙伴（以赛力斯为代表）的效率是最高，且成功抓住了汽车高端市场的发展契机。 而智选模式内部的差异来源于：越高端市场对原创新要求越高，颠覆外资品牌难度系数越大， 或需要更多时间的沉淀。 展望2025-2030年华为汽车业务：打造算力-算法-数据的商业闭环。 未来5年汽车是智能化时代，智能汽车不是简单的智 ...

Core Viewpoint - CAVA is experiencing significant growth with an increasing number of restaurants, expanding service offerings, and outperforming peers in same restaurant sales growth [1] Group 1: Company Growth - CAVA's restaurant count is rapidly increasing, indicating strong expansion potential [1] - The company is diversifying its offerings by including takeout, drive-thru, and catering services [1] Group 2: Financial Health - CAVA maintains a strong balance sheet, which supports its growth strategy [1] Group 3: Market Perspective - The market appears overly focused on short-term challenges, leading to potential mispricing of fundamentally strong companies like CAVA [1] - There is an opportunity to uncover short-term mispricings to unlock long-term value in the market [1]

Key Takeaways PLUG stock fell 38% in six months, underperforming its peers and broader markets. Declines in hydrogen infrastructure sales and site installations have weighed heavily on PLUG's revenues. PLUG aims to cut cash burn via Project Quantum Leap and a $1.66B DOE loan for new hydrogen plants.Plug Power Inc. (PLUG) , a leading player in the green hydrogen industry, has seen a 38% drop in its stock price in the past six months, underperforming the industry as well as the S&P 500. While the industry g ...

Core Insights - Brag House Holdings, Inc. is a media-tech platform focused on engaging Gen Z through gaming and college sports [1][2] - The company is set to feature its CEO on Bloomberg TV, highlighting its innovative approach to brand engagement [1] Company Overview - Brag House is transforming casual college gaming into a community-driven experience, merging gaming, social interaction, and technology [4] - The platform aims to create immersive digital experiences that foster authentic engagement with brands targeting Gen Z [2][4] Unique Selling Points - Brag House has established elite partnerships with major brands like Coca-Cola and McDonald's, validating its platform's effectiveness [5] - The company boasts engagement metrics that achieve CPC and CPM rates significantly below industry norms, providing superior value to brand partners [5] - A strategic alliance with Learfield has facilitated national expansion across over 200 universities, enhancing the platform's reach [5] - Brag House employs a multi-tiered monetization strategy and scalable B2B data solutions, unlocking new revenue streams for partners [5] - Positioned at the intersection of gaming, advertising, and analytics, Brag House is poised to influence the future of digital brand engagement [5]

Core Insights - The intelligent driving industry is at a critical inflection point, with the potential for rapid growth or falling into an innovation gap as technology penetration reaches 10% to 20% [4] - The future growth of mid-to-high level intelligent driving is supported by three main factors: its central role in China's smart connected new energy vehicle strategy, the decreasing costs and increasing accessibility of advanced driving features, and strong consumer demand for intelligent features in vehicle purchases [4] Industry Trends - Intelligent driving is a core component of China's "14th Five-Year Plan" and is expected to drive the automotive industry from manufacturing to intelligent manufacturing [4] - The cost of advanced driving features has decreased significantly, with functionalities like urban NOA and highway NOA now available in vehicles priced below 150,000 yuan, accelerating the "smart driving equality" movement [4] - Consumer surveys indicate that intelligent features are among the top factors influencing the purchase of new energy vehicles, with a strong emphasis on intelligent driving and smart cockpit features in high-end models [4] Challenges - Despite advancements, intelligent driving still faces challenges, particularly in urban NOA, which is currently at a "usable" level but not meeting user expectations [5] - Issues include the system's performance in complex scenarios, limited operational design domain (ODD), and high costs, necessitating improvements in both system performance and application range [5] Technological Innovations - Horizon has made significant breakthroughs in four core areas: algorithms, software architecture, computing power, and data/engineering capabilities [6][7][8] - The Vision Mamba algorithm represents a key advancement in visual perception technology, achieving a 2.8 times increase in computation speed and an 87% reduction in GPU memory usage [6] - The new Senna multi-modal architecture integrates sensor and map data for improved vehicle control, resulting in over a 40% reduction in average planning displacement error and a 45% decrease in collision rates [6] Product Development - Horizon has launched the Horizon SuperDrive urban assistance driving system, which utilizes a combination of cameras and radar to enable full-scene intelligent driving without high-precision maps [9] - The system has demonstrated its ability to handle complex driving scenarios and is set for mass production this year [9] Future Outlook - The future of intelligent driving is expected to evolve towards hardware integration and software unification, with a focus on creating user-friendly intelligent driving products [9]

Core Viewpoint - Plug Power's stock has seen a nearly 25% increase over the past five trading days, driven by positive developments including a significant commercial agreement with Uline, a major logistics company in North America [1][2] Group 1: Partnership with Uline - The partnership with Uline has been extended through 2030, providing long-term revenue visibility and stability, which is crucial for Plug Power as it scales operations and moves towards profitability [6] - Plug Power will supply up to 15 tons per day of liquid green hydrogen to Uline, ensuring predictable demand and securing revenue from its production plants [6][8] - The agreement includes the deployment of Plug's complete fuel cell ecosystem at up to 10 additional Uline distribution centers, enhancing future high-margin equipment sales [6][4] Group 2: Vertical Integration Strategy - The Uline contract validates Plug Power's vertical integration strategy, demonstrating strong commercial demand for its hydrogen and securing a recurring revenue stream [4][7] - By controlling its hydrogen supply, Plug Power can improve gross margins and reduce reliance on the historically volatile third-party hydrogen market [7][9] Group 3: Financial Backing and Growth - The construction of Plug Power's production network was supported by a $1.66 billion conditional loan guarantee from the U.S. Department of Energy, which is now yielding commercial dividends [9] - The company has successfully commissioned its production facilities, including the largest liquid green hydrogen plant in North America, which is crucial for fulfilling the Uline contract [8] Group 4: Market Sentiment and Future Outlook - The investment narrative for Plug Power is shifting from historical losses to a focus on operational execution and future earning potential, aided by the Uline deal and government support [12][11] - Insider confidence is reflected in recent share purchases by Plug Power's CFO, indicating a positive outlook for the company's trajectory [11]

Core Insights - The 15th China Automotive Forum will be held in Shanghai from July 10 to 12, 2025, focusing on the theme "Quality Improvement and New Directions for Intelligent Driving" [1] - Dr. Chen Liming, President of Horizon Robotics, delivered a keynote speech discussing the latest research and industry insights in the field of intelligent driving [1] Industry Trends - Intelligent driving is at a critical inflection point in China, driven by three main factors: its significant role in the national strategy for smart connected new energy vehicles, the industry's push for technology democratization, and increasing consumer demand for intelligent features in electric vehicles [3][7] - The functionality of Highway Navigation on Autopilot (NOA) is becoming more user-friendly, while urban NOA is still in a "usable" stage, facing challenges such as complex traffic conditions and system performance issues [7] Technological Innovations - Horizon Robotics has made significant advancements in visual perception algorithms, evolving from traditional methods to the new Vision Mamba algorithm, which improves computational efficiency and resource optimization [11] - The Senna architecture combines end-to-end models with Visual Language Models (VLM), demonstrating over 40% reduction in average planning displacement error and 45% decrease in average collision rates compared to traditional models [14] Chip Technology - The Journey 6 series chips from Horizon Robotics cover a full range of intelligent driving applications, with the Journey 6P chip innovating in areas such as function, floating-point operations, and memory management, effectively reducing system deployment costs [17] Data and Engineering Capabilities - Horizon Robotics has introduced a solution combining reinforcement learning with world models, enabling continuous interaction with the environment for autonomous learning and optimization [19] - The company has achieved ISO 8800 certification for road vehicle safety and AI, providing over 8 million solutions and aiming to exceed 10 million this year, supporting over 200 vehicle models [19] Product Launches - The Horizon SuperDrive (HSD) for urban driving utilizes a one-stage end-to-end model and is set to enter mass production this year, featuring a configuration of 11 cameras and 1 millimeter-wave radar [22] - Horizon Robotics emphasizes its commitment to serving both domestic and global markets, collaborating with major international companies like Bosch and Denso [22]

以下文章来源于略大参考 ，作者杨知潮 略大参考 . 新消费 · 新科技 · 新生活 AI有几个4万亿？ 文 ｜ 杨知潮 来源｜ 略大参考（ID：hyzibenlun） 封面来源 ｜ 视觉中国 李彦宏和李开复都表达过一个类似的意思：AI大于移动互联网。 其中，李开复的原话是："AI 2.0时代的来临，首先它是巨大的平台式机会，这个机会将比移动互联网大十倍，" 当然，眼下这句话是谁说的已经不重要了，它已经是一句被很多人认可的大众观点。 不过这句大众观点的实现还遥遥无期，以移动互联网为主要业务的苹果、谷歌、Meta仍然是这个世界上最赚钱的企业。而AI这边，抛开微软Azure那说不 清有多少AI含量的云服务收入，赚到大钱的仍然只有英伟达一家企业。 以2025年的视角来看，AI并没有超过移动互联网，倒是英伟达快超过AI了：7月9日，英伟达市值突破四万亿美元，成为历史上第一家市值达到4万亿的公 司。 而这一市值，已经超过了部分机构对2025年全球生成式AI市场规模的预测。英伟达的盈利能力更是远超全球LLM（大语言模型）盈利之和——这个结论 不需要数据，因为头部LLM都是亏损的。 英伟达的业务边界，也早已超过了AI。在不久 ...

Core Viewpoint - Datavault AI, Inc. has filed a lawsuit against unidentified "naked" short sellers, alleging securities fraud and defamation, claiming that these practices have manipulated the stock price despite positive company developments [1][2]. Company Overview - Datavault AI, Inc. focuses on AI-driven data visualization, valuation, and monetization, alongside high-performance computing solutions, operating through two core divisions: data science and acoustic science [2]. - The company utilizes proprietary software that incorporates blockchain, AI, and machine learning for secure data management, real-time valuation, and tokenization [2]. Legal Action Details - The lawsuit, filed in federal court in Chicago, seeks unspecified compensatory and special damages against the defendants for their alleged manipulative practices [1]. - The lead counsel for Datavault AI, Jacob Frenkel, expressed confidence in pursuing civil RICO allegations against the violators once identified [2]. Market Context - "Naked" short selling is illegal but remains a common practice that undermines market stability and investor confidence, as noted by the SEC [2]. - The lawsuit highlights the contrast between Datavault AI's positive business developments and the negative impact of the alleged fraudulent activities on its stock price [2].