《Tom Lee and Dan Ives Explain Everything | TCAF 260》
特斯拉与SpaceX很可能在明年年底前合并（概率>80%），组成全球最大公司。
所以，Elon Musk 并不是以胆小著称。你认为是什么促使他说出“是的，我们确实需要放慢速度”？因为事实是，Musk 知道，从建模的角度看，他们远远落后于 Anthropic 和 OpenAI。
So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.
这解释了 Tesla 的处境和它所做的一切，也解释了为什么他们如此专注于自动驾驶出租车和全景视觉。
This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.