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 納斯達克股票代碼：TSLA）全自動駕駛（FSD）測試版計劃始於2020年10月，並進行了多次修訂。
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.
隨着FSD Beta版本11的推出以及隨後的更新將其提升到11.4.7，該公司開始在城市和高速公路駕駛中使用單一軟件堆棧，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熱愛好者，你會注意到 FSD 第 12 版前面沒有 “Beta” 這個詞，也不應該如此。
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.
發生了什麼： 在與本辛加首席執行官的獨家座談中 傑森·拉茲尼克 在《The Raz Report》上，方舟投資創始人 凱茜伍德 爲特斯拉FSD計劃的未來提供了新的思路。在首席執行官6月份的最新消息中 埃隆馬斯克，伍德的見解爲特斯拉和汽車行業可能改變遊戲規則的技術提供了細緻入微的視角。
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."
馬斯克在6月下旬表示，FSD的第12版將不再處於測試階段，這表明據稱特斯拉的FSD將在發佈時得到完善。當拉茲尼克向伍德詢問其含義時，她回答說：“好吧，如果你收到最後一次軟件升級，你就會看到 FSD 有多大改進。”
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
她將馬斯克的評論歸因於人工智能，並指出特斯拉首席執行官需要大型語言模型來 “完成FSD開發的最後一英里”，並提到數據已經表明，使用FSD駕駛特斯拉比普通汽車安全六倍。
另請閱讀：馬斯克的戰略奏效了嗎？在大膽降價和利潤擔憂下，特斯拉的市場份額在第二季度飆升
Wood's focus on safety reflects Ark Invest's broader investment philosophy, which prioritizes disruptive technologies with transformative potential.
伍德對安全的關注反映了方舟投資更廣泛的投資理念，即優先考慮具有變革潛力的顛覆性技術。
"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.
伍德說：“我們看到的是，人工智能的某些突破使特斯拉更接近其目標，” 他補充說，特斯拉目前的安全指標是基於這樣的信息，即啓用FSD的事故 “每320萬英里發生一次”，與特斯拉在FSD之前的指標和普通人類駕駛員相比，都有了顯著改善。
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.
伍德還分享了她對特斯拉車隊 “網絡效應” 概念的看法，其背景是傳聞已久的出租車系統。Ark Invest 創始人將特斯拉比作 巡航自動化，無人駕駛 優步科技公司 （紐約證券交易所代碼：UBER）的競爭對手被收購 通用汽車公司 （紐約證券交易所代碼：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] 只用了三個月，所以90天就弄清楚了奧斯汀，我敢肯定，這會進一步激勵埃隆。”
Watch Wood's full interview on "The Raz Report" below.
在下方觀看伍德在 “The Raz Report” 上的完整採訪。
Read next: EXCLUSIVE: Cathie Wood Flips The Script, Warns Of Looming Deflation
繼續閱讀：獨家：凱茜·伍德翻轉劇本，警告通縮迫在眉睫
Photo: Ark Invest and Shutterstock
照片：Ark Invest 和 Shutterstock