EXCLUSIVE: Cathie Wood Credits AI For Tesla FSD Losing Its Training Wheels
EXCLUSIVE: Cathie Wood Credits AI For Tesla FSD Losing Its Training Wheels
Tesla Inc's (NASDAQ:TSLA) Full Self-Driving (FSD) Beta program began in October 2020 and has been subject to numerous revisions.
特斯拉公司的 纳斯达克股票代码：TSLA）全自动驾驶（FSD）测试版计划始于2020年10月，并进行了多次修订。
With the introduction of FSD Beta Version 11 — and the subsequent updates bringing it to 11.4.7 — the company started using a single software stack for both city and highway driving, bringing it closer to FSD Version 12.
随着FSD Beta版本11的推出以及随后的更新将其提升到11.4.7，该公司开始在城市和高速公路驾驶中使用单一软件堆栈，使其更接近FSD版本12。
If you're a Tesla fanatic, you'll notice the word "Beta" wasn't in front of FSD Version 12 — it's not supposed to be.
如果你是特斯拉的狂热爱好者，你会注意到 FSD 第 12 版前面没有 “Beta” 这个词，也不应该如此。
What Happened: In an exclusive sit-down with Benzinga CEO Jason Raznick on "The Raz Report," Ark Invest founder Cathie Wood shed new light on the future of Tesla's FSD program. Amid a June update from CEO Elon Musk, Wood's insights offer a nuanced perspective on what could become a game-changing technology for Tesla and the automotive industry.
发生了什么： 在与本辛加首席执行官的独家座谈中 杰森·拉兹尼克 在《The Raz Report》上，方舟投资创始人 凯茜伍德 为特斯拉FSD计划的未来提供了新的思路。在首席执行官6月份的最新消息中 埃隆马斯克，伍德的见解为特斯拉和汽车行业可能改变游戏规则的技术提供了细致入微的视角。
Musk, in late June, said that Version 12 of FSD will no longer be in Beta — which suggests that Tesla's FSD will be purportedly perfected at the time of release. When Raznick asked Wood about the implications, she answered, "Well, if you received the last software upgrade, you'll see how much FSD has improved."
马斯克在6月下旬表示，FSD的第12版将不再处于测试阶段，这表明据称特斯拉的FSD将在发布时得到完善。当拉兹尼克向伍德询问其含义时，她回答说：“好吧，如果你收到最后一次软件升级，你就会看到 FSD 有多大改进。”
She attributed Musk's comment to artificial intelligence, noting that the Tesla CEO needed large language models to "accomplish this last mile" of FSD development, and mentioned that the data already indicates that driving a Tesla with FSD is six times safer than the average car.
Read also: Musk's Strategy Working? Tesla's Market Share Soars In Q2 Amid Bold Price Cuts And Margin Fears
她将马斯克的评论归因于人工智能，并指出特斯拉首席执行官需要大型语言模型来 “完成FSD开发的最后一英里”，并提到数据已经表明，使用FSD驾驶特斯拉比普通汽车安全六倍。
另请阅读：马斯克的战略奏效了吗？在大胆降价和利润担忧下，特斯拉的市场份额在第二季度飙升
Wood's focus on safety reflects Ark Invest's broader investment philosophy, which prioritizes disruptive technologies with transformative potential.
伍德对安全的关注反映了方舟投资更广泛的投资理念，即优先考虑具有变革潜力的颠覆性技术。
"What we're seeing is certain breakthroughs in AI [are] taking Tesla closer to its goal," Wood said, adding that Tesla's current safety metrics are based on the information that accidents during which FSD is enabled occur "once every 3.2 million miles" — a significant improvement over both Tesla's pre-FSD metrics and the average human driver.
伍德说：“我们看到的是，人工智能的某些突破使特斯拉更接近其目标，” 他补充说，特斯拉目前的安全指标是基于这样的信息，即启用FSD的事故 “每320万英里发生一次”，与特斯拉在FSD之前的指标和普通人类驾驶员相比，都有了显著改善。
Wood also shared her thoughts on the concept of a "network effect" for Tesla's fleet, with its much rumored taxi system being the backdrop. The Ark Invest founder compared Tesla to Cruise Automation, a driverless Uber Technologies Inc (NYSE:UBER) competitor which was acquired by General Motors Co (NYSE:GM) in 2016.
伍德还分享了她对特斯拉车队 “网络效应” 概念的看法，其背景是传闻已久的出租车系统。Ark Invest 创始人将特斯拉比作 巡航自动化，无人驾驶 优步科技公司 （纽约证券交易所代码：UBER）的竞争对手被收购 通用汽车公司 （纽约证券交易所代码：GM）在2016年。
"It only took [Cruise] three months, so 90 days to figure Austin out, I'm sure it's motivating Elon even more."
“[Cruise] 只用了三个月，所以90天就弄清楚了奥斯汀，我敢肯定，这会进一步激励埃隆。”
Watch Wood's full interview on "The Raz Report" below.
在下方观看伍德在 “The Raz Report” 上的完整采访。
Read next: EXCLUSIVE: Cathie Wood Flips The Script, Warns Of Looming Deflation
继续阅读：独家：凯茜·伍德翻转剧本，警告通缩迫在眉睫
Photo: Ark Invest and Shutterstock
照片：Ark Invest 和 Shutterstock