What to expect from Tesla's AI day scheduled for Aug. 19
What to expect from Tesla's AI day scheduled for Aug. 19
$Tesla, Inc.(TSLA.US)$is scheduled to host its AI Day on Aug.19, and the EV maker began sending invites for the event last week.
$Tesla，Inc.(TSLA.US)$定于8月19日举办人工智能日，这家电动汽车制造商开始发送邀请上周的活动。
Is AI Day an Extension of Autonomy Day?
人工智能日是自主日的延伸吗？
Tesla's AI event will more likely to be the second edition of the ‘Autonomy Day,' given autonomy is the principal application of AI within Tesla, Loup Funds Managing Partner Gene Munster said in a note.
Loup Funds管理合伙人吉恩·蒙斯特(Gene Munster)在一份报告中说，鉴于自主是人工智能在特斯拉内部的主要应用，特斯拉的人工智能活动更有可能成为第二届“自主日”。
Despite CEO Elon Musk's ambitious goal of achieving full autonomy by the end of 2021, Munster said 2025 could be the first year of public availability of level 4 autonomy.
尽管首席执行官埃隆·马斯克(Elon Musk)提出了在2021年底实现完全自主的雄心勃勃的目标，但蒙斯特表示，2025年可能是公开提供4级自主的第一年。
The private RSVP invite for AI Day suggests the event will showcase the company's AI use cases beyond its vehicle fleet, Munster noted.
蒙斯特指出，人工智能日的私人RSVP邀请函表明，此次活动将展示该公司车队以外的人工智能用例。
This, according to the analyst, resonates with Musk's comments, during the first-quarter earnings call, that in the long run people will begin thinking of Tesla as an ‘AI robotics' company as much as a car company or an energy company.
这位分析师表示，这与马斯克在第一季度财报电话会议上的言论产生了共鸣。马斯克表示，从长远来看，人们将开始将特斯拉视为一家汽车公司或能源公司，同样也是一家“人工智能机器人”公司。
2 Notable Changes Since 2019 Autonomy Day
自2019年自治日以来的2个显著变化
Tesla announced in May that its Model 3 and Y vehicles will no longer rely on radar and instead use camera vision and neural net processing to deliver Autopilot, Full-Self Driving, and certain active safety features, Munster noted.
Unlike other automakers, Tesla does not use lidar, the analyst said.
明斯特指出，特斯拉在5月份宣布，其Model 3和Y型汽车将不再依赖雷达，而是使用摄像头视觉和神经网络处理来提供自动驾驶、全自动驾驶和某些主动安全功能。
这位分析师表示，与其他汽车制造商不同的是，特斯拉没有使用激光雷达。
Secondly, Tesla announced in July a shift in FSD subscription pricing, from $10,000 upfront to $200 per month, or $99 for cars that already have advanced Autopilot, the analyst noted.
其次，这位分析师指出，特斯拉在7月份宣布将FSD订阅定价从每月1万美元调整为200美元，即已经安装了先进自动驾驶系统的汽车的订阅价格为99美元。
"By 2031, we believe FSD alone could deliver up to $159B in revenue and $102B in operating profit," Munster estimates.
“到2031年，我们相信消防处蒙斯特估计，仅此一项就能带来高达1590亿美元的收入和1020亿美元的运营利润。
Dojo Update Forthcoming?
道场更新即将到来？
Tesla will likely give updates on its Dojo Supercomputer, Munster said.
明斯特说，特斯拉可能会更新其Dojo超级计算机。
"Dojo is still in development and will eventually replace Tesla's existing supercomputer, which is used to train the neural networks that power the software for Autopilot and FSD," the analyst wrote in the note.
这位分析师在报告中写道：“Dojo仍在开发中，最终将取代特斯拉现有的超级计算机，后者用于训练为Autopilot和FSD软件提供动力的神经网络。”
The analyst also noted Musk's comments that he will ultimately make Dojo available to other companies that want to use it to train their neural networks.
这位分析师还指出，马斯克表示，他最终会将Dojo提供给其他希望使用Dojo来训练其神经网络的公司。
Leveraging AI To Enter New Markets
利用人工智能进入新市场
Tesla is likely to extend AI applications outside of full self-driving, the analyst said.
这位分析师表示，特斯拉可能会将人工智能应用扩展到全自动驾驶之外。
This aligns with Tesla's broader strategy of leveraging the software and hardware expertise it has built within automotive to enter new markets, including battery storage, HVAC, insurance, and trucking logistics, he added.
他补充说，这符合特斯拉的更广泛战略，即利用其在汽车领域建立的软件和硬件专业知识进入新市场，包括电池储存、HVAC、保险和卡车物流。
Tesla shares closed Friday's session down 2.17% to $699.10 but not before gaining 1.7% for the week.
特斯拉股价周五收盘下跌2.17%，至699.10美元，但在此之前一周上涨了1.7%。