On April 28, Musk was invited to visit China and participate in various meetings to take photos at the speed of light.
On April 29, Musk ended his visit to China.
According to flight information, the private jet he was on took off at the capital airport at around 13:20 and left China.
According to statistics, Musk's visit to China lasted less than 24 hours.
On April 30, Tesla soared 15% overnight, and its market value rose by 82.1 billion US dollars, equivalent to about 594.4 billion yuan.
Such an increase is almost equivalent to the average market value of BYD's A-shares recently.
Only the Chinese market and Musk's charm can make Tesla stage this miracle.
The cost of 594.4 billion
or the core algorithm of FSD, and establish a localized data training team
The reason why capital chose Tesla may indeed be as the Internet said, Musk cleared the last obstacle for FSD to land in China.
The key to the implementation of FSD in China is the lack of effective data training, and the obstacle is the strict control of data export by Chinese regulators.
Many believe that Musk's trip has solved the last obstacle to Tesla's data export.
The reason is that the China Automobile Association announced that on April 29, according to the official release of the China Automobile Association "Notice on the Testing of 4 Safety Requirements for Automotive Data Processing (First Batch)", 76 models from 6 companies, including BYD, Ideal, Lotus, Hezhong New Energy (Nezha Automobile), Tesla, and Weilai, meet the 4 compliance requirements of automotive data security.
Xiaobian believes that this notice only shows that the data collected by Tesla complies with the regulations, and does not indicate that Tesla can transfer data abroad based on this notice.
This notice allows Tesla to have a legal basis for data collection, and it is no longer restricted to the region when data is collected, and it is not a basis for Tesla's data export. The data collected in China can only be trained in China.
As we all know, China is now vigorously developing AI technology, and the underlying logic of Tesla's FSD is AI driving, which is exactly what China wants.
To promote the development of AI algorithm technology in China, cultivating industry talents is the first priority.
The introduction of Tesla FSD can achieve the above purpose.
At the beginning, Shanghai introduced Tesla and established a super factory, which greatly stimulated the development of China's new energy vehicles in China. Now, this routine is playing out again.
If data is allowed to be exported, it will not be conducive to the development of China's AI technology in the slightest, and it is not in line with China's strategy to promote the development of the AI industry, but will only make Chinese Tesla owners become leeks and contribute profits to Tesla.
Some people have proposed that the regulatory intention is to show the world that China treats foreign capital preferentially by giving preferential treatment to Musk and create successful cases of foreign investment to attract foreign investment, so it will compromise with Musk to allow data to be exported, which is extremely funny.
The current obstacle to capital investment in China is not an economic factor, but a political factor.
To create a successful model, it is impossible to eliminate the influence of political factors, that is, to attract more foreign investment.
Regulatory amplification: Huawei ADS or Tesla's FSD route dispute
Regulators intend to introduce Tesla's FSD to compete with Huawei's ADS.
Tesla FSD and Huawei ADS are two high-end intelligent driving technologies based on different logics.
Therefore, these two high-level intelligent driving belong to the competition of different routes.
China's bet on two different types of smart driving at the same time is to prevent a repeat of Japan's mistake in the tech tree.
Tesla's FSD, featuring AI, is a new "end-to-end autonomous driving" model architecture that focuses on training and autonomous learning with data.
FSD uses a full neural network for vehicle control, from machine vision to drive decisions. The neural network is trained on millions of video clips, replacing redundant code. It is much closer to the decision-making process of a human driver.
Musk described FSD as "end-to-end artificial intelligence" with "photon in, controls out" and emphasizing its ability to make complex decisions in real-world scenarios.
It is reported that the system is called "Baby AGI (Baby Version of General Artificial Intelligence)" and is designed to perceive and understand the complexity of the real world. A human driver's driving decisions were mimicked by using body videos as training material.
Huawei ADS focuses on the precise control of driving solutions, and the learning ability of "AI" is not emphasized too much.
Huawei officially announced that ADS is based on multi-sensor fusion, combined with a high-performance intelligent driving platform and anthropomorphic intelligent driving algorithm, integrating multiple sensors such as lidar, camera, and millimeter-wave radar, equipped with a high-performance computing platform and full-stack self-developed anthropomorphic algorithms, and is committed to making driving safer, more comfortable driving, and more worry-free parking.
China's market is large enough to accommodate both Tesla and Huawei, two intelligent driving solutions that represent different directions of development.
But no matter what the plan, the core is the Chinese solution.