马斯克在特斯拉财报会上过半时间谈AI和机器人
原标题:Elon Musk spends half his time talking robots and AI on Tesla earnings calls
AI 摘要
TechCrunch与Hudson Labs合作,分析了特斯拉2019年以来财报电话会议记录,发现马斯克在电话会上谈论AI、机器人出租车和全自动驾驶的时间占比已从2022年的15%-20%升至近50%,而谈论汽车业务的时间降至不足三分之一。其他高管如CFO Taneja和工程副总裁Moravy虽仍更关注汽车业务,但AI相关话题占比也在上升。分析显示马斯克正将特斯拉定位为AI和机器人公司,尽管其收入仍主要来自汽车销售。
正文节选
Elon Musk wants you to believe Tesla is no longer a car company, even if it’s still shaped like one. The company shipped nearly half a million cars last quarter and made 70% of its money from car sales. Still, Musk has spent the last few years making the case that Tesla is really an AI and robotics company, even if some of the AI happens to live in cars. And whatever the company financials suggest, Musk’s attention has been moving decisively to the AI parts of the company — projects like the Opt