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The tech world has been filled with intriguing developments. Tesla's artificial intelligence capabilities are welcomed by Elon Musk's biographer, with many in the industry needing to catch up to Tesla.

Biographer Ashley Vance, quoting an anonymous ai expert, emphasized Tesla's position. Tesla has a significant advantage in linking technology and the physical world with its factories. Vance shared the expert's view on XAI, stating that other companies are unable to challenge Tesla's leadership in this area.
Robotaxis are closer than some investors expected. Tesla has a large siasun robot&automation plan, but there will be some competition. However, this is acceptable for an analyst. There is room for everyone.

On Thursday night, general motors' autonomous taxi company Cruise and Uber Technologies announced a 'multi-year strategic partnership to bring Cruise's autonomous vehicles to the Uber platform.' Riders can expect to have access to autonomous Cruise rides as early as 2025 in certain jurisdictions.

The agreement addresses an issue that investors had about Uber and autonomous vehicles. In recent months, Uber's CEO Dara Khosrowshahi discussed his company's autonomous driving strategy opaquely. In early August, he mentioned that they are in late-stage discussions with other global AV players to join their platform and will make more announcements in the coming weeks and months.

Investors now know that one of the companies involved is Cruise. RBC analyst Tom Narayan wrote in a report on Thursday that this confirms our argument that Tesla will be one of the usa's robot gaming machines, adding that the agreement also indicates that Uber will benefit from integrating autonomous driving technology into its large online car-hailing network.

Narayan wrote, it also 'affirms General Motors' commitment to autonomy, which we appreciate.' He rated general motors' stock as buy and set a target price of $54 for the stock.

He also rated Tesla's stock as a buy, with a target price of $224 for the stock. He sees Tesla providing its own siasun robot&automation axle network, eventually capturing about 20% of the online car-hailing market. This leaves room for others.

Uber and Cruise will capture some of the robot market share. Alphabet's Waymo is also doing so. It has been completing 0.1 million autonomous taxi rides per week. The company announced this milestone about a week ago.

More siasun robot&automation news is coming. Tesla held a robot event in October. Investors are hoping to see a physical robot, as well as detailed information on when Tesla plans to launch robot services.

Of course, Tesla has been developing its most advanced level of self-driving software, called fully self-driving or FSD, continuously rolling out new versions of the software trained using artificial intelligence. Tesla recently also adjusted the language on its website, showcasing its thoughts on robot deployment.
Tesla's vehicle ordering page now has an introduction to FSD, stating: "Currently enabled functions require active driver supervision and do not make the vehicle autonomous. The activation and use of these features depend on development and regulatory approval, which may take longer in some jurisdictions."

Previous language referenced the continuous improvement of FSD and that "the activation and use of these features depend on achieving reliability far superior to human drivers, as proven by billions of miles of experience and regulatory approval."

This is a small change, removing the language suggesting superiority to human drivers. Nevertheless, Gary Black, co-founder of Future Fund Active etf, called the language change interesting in a Sunday tweet, adding: "I've long believed the deployment of Tesla's robot licenses will be driven by approval of local regulatory agencies, not just a switch."

Heading into Monday's trade, Tesla stocks have fallen by about 11% so far this year, lagging almost 30 percentage points behind the S&P 500 index. The Robotaxi news did not cause the decline. Instead, slowing electric vehicle sales growth has put pressure on investor sentiment.
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    成熟投资者:格局,概率,取舍。没有格局必然急功近利。不计概率会把运气当技术。不懂取舍,有所不为,最后必落入陷阱和圈套。
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