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.
$Tesla，Inc.(TSLA.US)$定於8月19日舉辦人工智能日，這家電動汽車製造商開始發送邀請上週的活動。
Is AI Day an Extension of Autonomy Day?
人工智能日是自主日的延伸嗎？
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管理合夥人吉恩·蒙斯特(Gene Munster)在一份報告中説，鑑於自主是人工智能在特斯拉內部的主要應用，特斯拉的人工智能活動更有可能成為第二屆“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.
儘管首席執行官埃隆·馬斯克(Elon Musk)提出了在2021年底實現完全自主的雄心勃勃的目標，但蒙斯特表示，2025年可能是公開提供4級自主的第一年。
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邀請函表明，此次活動將展示該公司車隊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.
這位分析師表示，這與馬斯克在第一季度財報電話會議上的言論產生了共鳴。馬斯克表示，從長遠來看，人們將開始將特斯拉視為一家汽車公司或能源公司，同樣也是一家“人工智能機器人”公司。
2 Notable Changes Since 2019 Autonomy Day
自2019年自治日以來的2個顯著變化
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月份宣佈，其Model 3和Y型汽車將不再依賴雷達，而是使用攝像頭視覺和神經網絡處理來提供自動駕駛、全自動駕駛和某些主動安全功能。
這位分析師表示，與其他汽車製造商不同的是，特斯拉沒有使用激光雷達。
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，這位分析師指出，特斯拉在7月份宣佈將FSD訂閲定價從每月1萬美元調整為200美元，即已經安裝了先進自動駕駛系統的汽車的訂閲價格為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，我們相信消防處蒙斯特估計，僅此一項就能帶來高達1590億美元的收入和1020億美元的運營利潤。
Dojo Update Forthcoming?
道場更新即將到來？
Tesla will likely give updates on its Dojo Supercomputer, Munster said.
明斯特説，特斯拉可能會更新其Dojo超級計算機。
"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.
這位分析師在報告中寫道：“Dojo仍在開發中，最終將取代特斯拉現有的超級計算機，後者用於訓練為Autopilot和FSD軟件提供動力的神經網絡。”
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.
這位分析師還指出，馬斯克表示，他最終會將Dojo提供給其他希望使用Dojo來訓練其神經網絡的公司。
Leveraging AI To Enter New Markets
利用人工智能進入新市場
Tesla is likely to extend AI applications outside of full self-driving, the analyst said.
這位分析師表示，特斯拉可能會將人工智能應用擴展到全自動駕駛之外。
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.
他補充説，這符合特斯拉的更廣泛戰略，即利用其在汽車領域建立的軟件和硬件專業知識進入新市場，包括電池儲存、HVAC、保險和卡車物流。
Tesla shares closed Friday's session down 2.17% to $699.10 but not before gaining 1.7% for the week.
特斯拉股價週五收盤下跌2.17%，至699.10美元，但在此之前一週上漲了1.7%。