以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 本文经授权转自《晚点AUTO》 作者：赵宇 编辑：龚方毅 黄俊杰 42 岁之前，郎咸朋从不抽烟，但在去年夏天理想研发 "端到端" 智驾方案期间，他每个工作日都得 来上两根。 技术的演进常伴随争议，而最终消解争议的仍是产品本身。郎咸朋认为，相比有监督训练的 "端到 端"，无监督训练的 VLA 迭代效率更高，最晚到明年初，外界就能看到明显提升。 相比我们此前两次交流（一年前推出 "端到端" 方案，以及两个月前 VLA 临近落地），郎咸朋这次更松 弛一些，近三个小时的谈话中，他语速平稳、声音轻快。谈及理想智驾的进展和技术选择，他的用词也 更笃定。 见面前不久，理想智驾团队又经历了新一轮架构调整和人员变动。这个 2018 年成立的团队已经换了三 代骨干。作为理想智驾第一号员工，郎咸朋向我们完整回顾了团队的发展演变历程，他加入理想以来的 工作理念和方法，并首次回应了外界对理想新技术的质疑。 以下是访谈及少量追加问答的主要内容，经编辑。灰色引用模块则是我们做的信息补充： 不可能用华为的方式打 ...

Core Insights - The CEO of XPeng Motors, He Xiaopeng, revealed significant investments in AI and autonomous driving model development, specifically in the VLA technology route [1][3] - The company has invested over 2 billion in training costs for the VLA project, which faced numerous challenges and internal discussions about its viability [3] Investment and Financials - From 2024 to the present, XPeng Motors has utilized 30,000 cards of computing power for its AI research [1] - The training expenses have been substantial, with monthly bills exceeding 100 million, leading to considerable financial pressure [3] Technological Advancements - A breakthrough in the VLA project occurred in the second quarter of this year, allowing the company to shift focus from the standard VLA development to the new technology [3] - This advancement is expected to accelerate the upgrade of XPeng's autonomous driving capabilities by nearly two years [3]

Core Viewpoint - The article discusses the evolution of Li Auto's autonomous driving technology, particularly focusing on the development and implementation of the VLA (Vision-Language-Action) model, which aims to enhance the driving experience by enabling the system to think like a human rather than merely mimicking driving behavior [2][3][4]. Development of Li Auto's Autonomous Driving Team - The autonomous driving team at Li Auto was established in 2018 and has undergone three generations of key personnel changes, reflecting the challenges and growth within the organization [4][7][46]. - The team initially lacked resources and had to adapt by retrofitting existing vehicles with laser radar for technology research [3][4]. Shift to VLA Model - Li Auto transitioned to the VLA model to differentiate itself from competitors like Huawei and Tesla, emphasizing the need for next-generation technology rather than merely following existing paths [3][4][17]. - The VLA model utilizes multi-modal AI to improve the driving experience, aiming for a more human-like decision-making process [3][4][21]. Internal and External Challenges - The development of VLA has faced internal team restructuring and external skepticism, with industry leaders questioning its feasibility and effectiveness [3][4][21][22]. - Despite criticism, the company believes that the challenges posed by competitors validate the direction of the VLA model [4][21]. Organizational Changes - In September 2023, Li Auto restructured its autonomous driving department into 11 sub-departments to promote a more efficient and AI-focused organization [6][7]. - The new structure aims to enhance communication and decision-making efficiency, moving away from a centralized development model [8][9]. Future Goals and Expectations - Li Auto aims to achieve L4 level autonomous driving by 2027, with significant milestones set for 2021 and 2023 [37][39]. - The company anticipates that the VLA model will enable self-iteration and improvement, potentially surpassing competitors in the Chinese market [39][40]. Technical Considerations - The VLA model is designed to operate on existing autonomous driving chips, although these chips were not originally optimized for large models [33][34]. - Li Auto is investing in cloud computing capabilities, with a current training capacity of 10 EFLOPS and plans for further expansion [32][33]. Market Positioning - The company is focused on establishing a strong market presence in China before expanding internationally, recognizing the unique challenges of commercializing autonomous driving technology [41][42].