马斯克与特斯拉，为什么不是中国车企好榜样 | 十万个为什么之(14)

方得智驾01-30

特斯拉早已不是一家“汽车公司”，而是一家披着“汽车”外衣的“AI公司”。特斯拉走的AI路线是真正的全栈——从底层的电池、芯片，到中间层的大模型、自动驾驶，再到上层的Robotaxi与机器人。学习特斯拉，更多的应该是那种坚定、创造与执行力，而不是“东施效颦”。先看特斯拉最新财报。特斯拉1月29日公布2025第四季度以及全年财报。特斯拉第四季度总营收为249.01亿美元，同比下降约3%；其中汽车...

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(14)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLP":0.6,"TSLG":0.6,"TSL":0.6,"09868":0.9,"TSLY":0.6,"TSLT":0.6,"TSDD":0.6,"CRSH":0.6,"TSLQ":0.6,"07766":0.6,"TSLO":0.6,"UFO":0.6,"TSLZ":0.6,"TSII":0.6,"TSLW":0.6,"TSYY":0.6,"TSLA":1.97,"TSLS":0.6,"TSLI":0.6,"TESL":0.6,"TSLR":0.6},"content_text":"特斯拉早已不是一家“汽车公司”，而是一家披着“汽车”外衣的“AI公司”。特斯拉走的AI路线是真正的全栈——从底层的电池、芯片，到中间层的大模型、自动驾驶，再到上层的Robotaxi与机器人。学习特斯拉，更多的应该是那种坚定、创造与执行力，而不是“东施效颦”。先看特斯拉最新财报。特斯拉1月29日公布2025第四季度以及全年财报。特斯拉第四季度总营收为249.01亿美元，同比下降约3%；其中汽车业务收入为176.93亿美元，同比下降约11%。马斯克很焦虑吗？Nonono。特斯拉的投资很广，包括汽车、自动驾驶、擎天柱机器人、Robotaxi、储能、电池、AI芯片等，可以认为特斯拉就是一家专注于“人工智能”具象化或具体实现的公司，而汽车也只是“人工智能”的一个载体。更需要注意的是，特斯拉只是马斯克商业帝国的一个组成部分而已。例如，马斯克有自己的xAI公司，其发布的大模型Grok同样应用到了特斯拉汽车上。马斯克说，特斯拉的使命是通过人工智能和机器人技术建设一个“非凡富足的世界”，这个使命很“马斯克”。基于这个使命，单一产品的成败不在马斯克的考虑范围之内，所以，你能看到Model S和Model X即将停产，其工厂会被年产百万台的“擎天柱”机器人生产线取代。而且，2026年特斯拉的资本支出将高达200亿美元，主要用于六个工厂的建设，包括磷酸铁锂电池、Robotaxi、电动皮卡、机器人、储能包、锂精炼厂等。长远看，甚至想自建晶圆厂。特斯拉有很大一块业务是可再生能源：电池储能与动力电池。而且将扩大到太阳能电池，目标是每年100GWh。能源业务在2025年继续创新高，全年营收128亿美元。关于是否有新款车型推出，基本没有。特斯拉主要聚焦仍是Robotaxi（无方向盘，无踏板，完全自动驾驶），认为这个市场会非常大，将会占到特斯拉绝大部分销量。目前特斯拉AI 5芯片已处于发布的前夕，是头等大事。AI 6也将在一年内推出。特斯拉AI芯片首先要满足自己的车辆和擎天柱机器人的需求，还有自己的数据中心。至于外销，还不在计划内。对来自中国的人形机器人领域的竞争，马斯克认为擎天柱的性能远超中国正在研发的任何机器人。特别是机器人领域最具挑战性的手部设计方面。擎天柱（第三代）将在今年底开启量产。那么中国车企的AI之路呢？车企是否应该重视自动驾驶？必须重视。汽车是主业，自动驾驶其汽车的必要组成部分。所以我们能看到几乎每家整车厂都在自研智驾系统或融合已有的成熟方案。车企是否需要进入人形机器人领域？没必要。毕竟人形机器人和汽车是两个不同的范畴（尽管技术有相通之处）。中国车企的创始人不是马斯克，中国车企也不是特斯拉，没必要盯着特斯拉1.4万亿美元的市值眼红。从公开宣传的角度看，小鹏是第一家将AI与具身机器人纳入企业定位的车企。去年11月的科技日，何小鹏宣布小鹏汽车的定位升级为“物理AI世界的出行探索者，面向全球的具身智能公司”。物理AI是个难啃的骨头，先祝小鹏好运。中国需要先行者，但不需要见风使舵或只懂拷贝的先行者。一窝蜂地扎入人形机器人这个领域，对车企而言，弊大于利。当务之急，先把车做好，先服务好用户，先让企业活下去。以上仅一家之言。您怎么看车企进入人形机器人领域？欢迎评论区留言。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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