看完特斯拉 2023 股东大会,我和郑小康聊了聊新车型、FSD、AI、Tesla Bot、商业模式等等我们感兴趣的内容。 主播:于欣烈 嘉宾:类星频道创始人 郑小康(微博 @不是郑小康) 制作:于欣烈00:44 整体印象08:21 Cybertruck12:00 Roadster 2016:18 FSD 跳票问题、产品定义40:25 理想城区道路 NOA44:55 新车型48:15 降本能力背后的底层逻辑61:50 AI 和体系能力70:10 Robotaxi 的质疑72:20 马斯克的选择76:48 为什么做广告欢迎大家多写评论一起讨论。我的专栏:《智能电动汽车商业分析》邮件:[email protected]
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