Technology & Automotive Industry Analysis - HW4's FSD performance is significantly better than HW3 due to end-to-end AI models fully utilizing hardware capabilities [1] - Tesla's HW3 might be running older code with rules, while HW4 uses neural networks for a superior experience [1] - The author emphasizes the smooth experience is based on a new HW4 car [1] Potential Risks for Consumers - Owners of older Tesla models with HW3 may feel left behind as hardware limitations become apparent [1] - Despite promises from Musk, the expert suggests HW3 may not keep up with HW4 [1] - Hardware determines the upper limit, potentially making older Teslas obsolete [1]

Technology & Product - FSD (Full Self-Driving) 13 is a significant upgrade from HW (Hardware) 3 [1] - Karpathy provides a positive assessment of FSD 13 on a new HW4 Model X [1] Company - Dirty Tesla reports on Karpathy's review [1]

內容簡介： 🔹 🚨 特斯拉老車主注意！你的HW3/HW4愛車恐成「電子垃圾」？ Elon Musk剛發佈的AI5晶片效能預計將是HW4的5到10倍，直接讓FSD進入「端到端」野獸時代！🤯 這速度是電動車界的摩爾定律極速狂奔，但同時也是所有老車主不得不面對的「硬體通膨噩夢」。 🔹 芯片效能爆炸！馬斯克的萬億級AI天網戰略！ AI5/AI6晶片不僅是為了讓FSD跑更快，背後更藏著老馬價值萬億的宏大佈局：從Robotaxi無人計程車、Optimus機器人到MACROHARD終極模擬器，甚至想利用全球特斯拉車隊建立「分佈式AI推理網路」，打造《魔鬼終結者》裡的Skynet天網！🛸🚗 🔹 💔 HW3/HW4的殘酷真相與物理死刑！ AI5峰值功耗飆升至800W，這對舊車的散熱和電源系統是物理上的巨大挑戰！我們將深入數據分析：為什麼你的HW3/HW4愛車很可能永遠無法跑滿未來的FSD？面對這種HaaS（硬體即服務）的殘酷邏輯，你還會選擇升級FSD嗎？所有車主必看，瞭解馬斯克「晶片戰略圖」背後的真實代價！💰🔥 🔹 點讚訂閱「大魚聊電動」，不錯過所有關於特斯拉與AI時代的最即時、最準確資訊！👍 #特斯拉 #馬斯克 #Musk ...

Customer Trust & Brand Loyalty - Tesla faces a significant trust crisis due to its handling of Full Self-Driving (FSD) upgrades for early adopters [1] - The core issue revolves around the perceived betrayal of early customers who purchased FSD with the understanding of "lifetime membership" [1] - The company's decision to require HW4 system upgrades for the latest FSD, leaving older HW3 chip users behind, is seen as a breach of promise [1] - The situation poses a challenge to Elon Musk's integrity and Tesla's reputation, questioning whether short-term profits outweigh long-term brand loyalty [1] Financial & Strategic Implications - Large-scale hardware recalls and upgrades are financially burdensome for Tesla, impacting its financial statements [1] - The company must decide between prioritizing short-term shareholder satisfaction and safeguarding the loyalty of its earliest supporters [1] - Failure to offer a substantial HW3 to HW4 upgrade plan could lead to consequences beyond just reduced car sales [1] Technological & Upgrade Concerns - The core of the problem is the ineligibility of older HW3 chips for the latest fully automated driving features [1] - Tesla is allegedly forcing older users to purchase new cars to upgrade to the HW4 system [1]

Hardware & Technology - The industry is awaiting clarification from Tesla regarding the exclusion of HW3 [1]

Concerns Regarding Tesla's FSD (Full Self-Driving) Strategy - Tesla's FSD V14 is primarily being rolled out to HW4 (Hardware 4) vehicle owners [1] - Millions of HW3 (Hardware 3) owners who previously purchased FSD may be disadvantaged [1] - Tesla had promised that vehicles produced after 2016 would have sufficient hardware [1] - Elon Musk has stated that HW3 will require upgrades to use future versions of FSD, which will be a difficult process [1] - AI5 chip, which is 40 times more powerful, is in development, raising concerns about future hardware obsolescence [1] Potential Shift in FSD Model - FSD may be transitioning from a one-time purchase to a subscription-like model requiring continuous hardware upgrades [1] Criticism of Tesla's Approach - Tesla's strategy is facing scrutiny regarding its support for older hardware and the evolving FSD requirements [1]

Group 1 - The core theme of the article revolves around the importance of rational judgment and leveraging resources in a changing world, as exemplified by recent actions taken by Tesla and Nvidia [2] - Tesla's recent decision to disband the Dojo team indicates a strategic shift towards focusing resources on the more promising hardware development route, which is seen as a rational and decisive move by CEO Elon Musk [3][4] - Musk's leadership qualities, such as decisiveness and prioritizing rationality over emotional attachments, are highlighted as key factors in Tesla's ability to adapt and thrive [5] Group 2 - Nvidia's position in the AI industry is described as indispensable, with the company facing little competition and being recognized for its critical role in the development of AI technologies [10] - The article discusses the high market expectations for Nvidia, suggesting that while the company is strong, it may experience short-term stock price adjustments due to market cycles and potential slowdowns in AI demand [10][11] - The concentration of wealth among tech giants, particularly in the AI sector, is viewed as a natural outcome of technological advancement, with implications for wealth distribution and societal progress [12][13]