還在為了 該買現在 的特斯拉 還是等下一代 AI5而糾結嗎？ 別等了 馬斯克剛剛 親手掐滅了 這個幻想 但這對你來說 絕對是個 天大的好消息！ 就在週末 老馬直接攤牌 傳說中的 AI5 晶片 要等到2027年 年中才會有 足夠的產量 注意喔 是 2027 年！ 為什麼要這麼久？ 不是技術卡關 而是因為 特斯拉的工業 邏輯太變態 他們必須要在 產線端備好 數十萬塊電路板 才敢按鈕 啟動切換 這意味著什麼？ 這意味著所謂的 奧斯本效應 警報解除！ 從現在到 2027 年底 甚至 2028 年 你手裡的 HW4 依然是地表最強 根本不存在 什麼買了就淘汰 而且 就算硬體到位 軟體打磨 還要半年 所以 做什麼 「等等黨」？ 早買早享受 現在就是下手的 最佳時機！. ...

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]

馬斯克是不是 又在畫餅？ 他一邊說 AI5晶片 性能比HW4 猛 40 倍 一邊又說AI5 要到 2027 年 才能量產 那2026 年 就要上路的 Cybercab 怎麼辦？ 難道要用 「過時」的 HW4 晶片？ Tesla這樣做 有兩個理由 第一 HW4 跑FSD 15 應該綽綽有餘 最重要是 它很穩定！ Tesla恐怕不敢用 剛出樣本的 AI5 去賭百萬輛車隊 的Robotaxi開局 第二是 可升級性！ 這才是 馬斯克的劇本 2026 年用成熟 穩定的 HW4 快速鋪開百萬輛 Cybercab 開始瘋狂賺錢 和收集數據 等到 2027 年 AI5產能上來了 成本也降了 特斯拉將立刻 無縫接軌 推出AI5的 增強版Cybercab 而第一批的 HW4 車隊 還能進行升級！ 這就是一魚兩吃 這不叫落後 這叫戰略！. ...

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]

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]