Ross Gerber Says Robotaxi Is Here And It Is A Waymo From Google, Highlights Tesla's 'Severe Hardware Limitations'
Ross Gerber Says Robotaxi Is Here And It Is A Waymo From Google, Highlights Tesla's 'Severe Hardware Limitations'
Prominent Tesla Inc. (NASDAQ:TSLA) investor Ross Gerber has highlighted significant challenges facing the electric vehicle maker's Full Self-Driving system while praising competitor Waymo's autonomous driving technology.
知名特斯拉公司(纳斯达克:TSLA)投资者罗斯·格伯指出,该电动汽车制造商的完全自驾系统面临重大的挑战,同时赞扬竞争对手Waymo的自动驾驶技术。
What Happened: Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, pointed to Waymo's growing presence in the robotaxi space.
发生了什么:格伯,Gerber Kawasaki财富和投资管理公司的首席执行官,指出Waymo在机器人出租车领域的影响力正在增加。
"Waymo waymos everywhere. Driving flawlessly, with confidence. Robotaxi is here... and it's called Waymo. Coming to your city soon," he wrote on X on Thursday, referring to Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary.
他在周四的X上写道:"到处都是Waymo。 驾驶轻松自如,充满信心。 机器人出租车来了……叫做Waymo。很快就会到你的城市。"他指的是Alphabet Inc.(纳斯达克:GOOGL)(纳斯达克:GOOG)的子公司。
Waymo waymos everywhere. Driving flawlessly, with confidence. Robotaxi is here... and it's called Waymo. Coming to your city soon. $goog
— Ross Gerber (@GerberKawasaki) January 30, 2025
到处都是Waymo。 驾驶轻松自如,充满信心。 机器人出租车来了……叫做Waymo。很快就会到你的城市。 $goog
——罗斯·格伯(@GerberKawasaki)2025年1月30日
The investment manager's comments come amid mounting concerns about Tesla's hardware capabilities. Responding to Tesla investor Sawyer Merritt, Gerber suggested that even Tesla's Hardware 4 system won't achieve full autonomy, citing "severe hardware limitations" compared to Waymo's proven robotaxi technology.
这位投资经理的评论是在特斯拉的硬件能力面临日益严峻的担忧之际发表的。对特斯拉投资者索耶·梅里特的回应中,格伯表示,即使是特斯拉的硬件4系统也无法实现完全自主,提到与Waymo经过验证的机器人出租车技术相比,存在"严重的硬件限制"。
These observations follow Tesla CEO Elon Musk's recent acknowledgment that the company will need to upgrade Hardware 3 vehicles for FSD customers, a process Musk described as "painful and difficult."
这些观察是特斯拉首席执行官埃隆·马斯克最近承认公司需要为FSD客户升级硬件3车辆之后的。马斯克将这一过程形容为"痛苦和困难"。
At some point he will also admit HW4 isn't going to get to level 5 autonomy either. Tesla FSD has severe hardware limitations and waymo has proven exactly what you need to work as a robotaxi. $tsla $goog
— Ross Gerber (@GerberKawasaki) January 30, 2025
某个时刻,他也会承认HW4无法达到5级自主驾驶。 特斯拉FSD存在严重的硬件限制,而Waymo已经证明了作为机器人出租车所需的技术。 $tsla $goog
——罗斯·格伯(@GerberKawasaki)2025年1月30日
Why It Matters: The criticism extends beyond hardware concerns. Just a day after Musk celebrated Tesla's achievement in "unsupervised" FSD operation, Gerber highlighted the practical limitations of the system's vision-only approach. "My Tesla FSD doesn't work when dust or ash gets in the cameras. Vision-only systems have some big limitations. Also, the sun shines into them wrong," Gerber noted on X.
重要性:批评超出了硬件问题。就在穆斯克庆祝特斯拉在"无监督" FSD 事件操作中的成就后一天,杰伯强调了该系统仅依靠视觉的方法的实际局限性。杰伯在 X 上指出:"我的特斯拉 FSD 在摄像头上有灰尘或灰烬时无法工作。仅依赖视觉的系统有一些重大局限性。此外,阳光照射的角度也不对。"
These developments come at a crucial time for Tesla's autonomous driving program. The company faces an ongoing National Highway Traffic Safety Administration investigation into 2.6 million FSD-equipped vehicles, while Musk maintains that FSD will exceed human driving safety by the second quarter of 2025.
这些发展发生在特斯拉的自动驾驶程序的关键时刻。该公司面临国家公路交通安全管理局对260万辆配备FSD的车辆的持续调查,同时穆斯克坚持认为,FSD将在2025年第二季度超越人类驾驶安全。
The debate intensified following Tesla's recent fourth-quarter earnings call, where Musk defended the company's camera-only strategy, arguing that humans drive without "shooting lasers out of their eyes," in contrast to competitors' use of LiDAR technology.
关于特斯拉最近的第四季度业绩会,辩论升级,穆斯克为公司仅使用摄像头的策略辩护,认为人类在驾驶时并不需要"以激光发射出眼睛",这与竞争对手使用激光雷达科技形成对比。
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