⭐ ️ Xiaopeng CEO He Xiaopeng’s review of FSD on July 25. A lot of Pengyo asked me today what I think about the new FSD version and Robotaxi, so I’ll answer them unified here. This year’s FSD is completely different from previous Tesla self-driving in terms of capabilities. I was very impressed. I recently…

What’s interesting about stocks is that they’re not that different from our lives. In the meantime, the effect of market response through investment strategies has not been significant due to excessive concentration of a small number of large U.S. technologies. It was a time when there was no need to worry about the market. However,…

1.Overnight, the Nasdaq and S&P 500 fell 3.6% and 2.3%, respectively, their biggest drops since October 2022.Tesla plunged 12%, the biggest drop.The market knew the company’s performance in the automotive sector would be sluggish, and seeing it skyrocket to ESS/autonomous driving/robot companies and then plummeting like this, I think it just wanted to beat it.…

The huge market of AI has opened up, Let’s compare it to the discovery of a gold mine in California. Millions flock to this gold mine in the 21st century, just like in the 19th century. Those who now know what happened at the time know that selling shovels and picks is much more expensive…

[A phase of the AI cycle?] 1.I had a few conversations with a friend who is a professor at NYU the day before yesterday, who collaborated and wrote a thesis together. We talked about various things, and he said, “Recently, AI research has been too biased toward LLM/VLM-related research, so topics have become a little…