· 个股论点
抱歉，那是自我安慰。$NBIS Avride 和 $GOOGL Waymo 现在已有可用的 L4 级自动驾驶系统。特斯拉拥有更具可扩展性的架构，但仍处于 L2 级。 关于 $TSLA： ~30 辆有人监督车辆 vs Waymo 的 2,500 辆无人监督车辆 - 仍需人类安全监控员 - 即使有监控员，事故率也更高 - 每 6.25 万英里发生一次碰撞。 当法律要求人类驾驶员必须在场时，FSD 的说法只是营销噱头。 如果你说 $TSLA 更具可扩展性、单车成本更低（无激光雷达 = 每辆便宜数千美元），且无需地理围栏/预映射即可随处运行，我会同意你。
Sorry that's copium. $NBIS Avride + $GOOGL Waymo have working Level 4 systems now. Tesla has a more scalable architecture that's still at Level 2. With $TSLA you have: ~30 supervised vehicles vs Waymo's 2,500 unsupervised vehicles - Human safety monitors still required - Higher incident rate even with monitors present - Crash every 62.5k miles. The FSD claims are just marketing when legally human drivers are required to be present at the wheel. I would agree with you if you said $TSLA was more scaleable with cheaper per vehicle (no LiDAR = thousands less per unit), and works everywhere (no geofencing/pre-mapping required).