在最近的 2025 GTC大會上，NVIDIA 宣布將透過 Omniverse（虛擬實境平台）與 COSMOS（基於物理的世界基礎模型）來開發端到端自動駕駛系統。這不禁讓我思考：NVIDIA 的方法能追上 Tesla FSD 嗎？

職場

投資理財

國際

以行動支持創作者！付費即可解鎖

科技

從個人經驗用簡單好懂的方式，寫下從科技新聞吸收到的新知識

科技濾波器

During Tesla's AI day, Andrej Karpathy, director of AI and autopilot vision at Tesla, went into a great deal of detail about how and why Tesla engineers have expended massive effort to transform video images from Tesla cameras into abstracted vector spaces. The way they achieved this, and the results, are astounding. From Hydranets to Transformers, to conversion to vector space, Karpathy explained how Tesla vision full self driving takes images from the cameras and converts them to a depth sorted 2D top down map of the surroundings--all in real time!

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**Please ask questions in the comments, or at: DrKnowItAllKnows@gmail.com. Thank you!
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Link to the Tesla AI Day playlist: https://www.youtube.com/watch?v=4zj_Uj413T0&list=PL6adTRGCGV5MZEs8mCcrBNPEIHbXCBVJw

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Tesla Transformers! Why is Vector Space so critical to FSD? AI Day part 3

Tesla Transformers! Why is Vector Space so critical to FSD? AI Day part 3

Can Tesla FSD's pure vision system handle driving on construction dirt roads. | Tesla FSD in China
CC Subtitles（繁體中文、日本語、한국인）

Can Tesla FSD's pure vision system handle driving on construction dirt roads. | Tesla FSD in China

Tesla

自動駕駛

NVIDIA

數據

模型

開發

方案

車輛

駕駛

比較 Tesla 與 Nvidia 的自動駕駛策略

矽谷富一代正在挑戰華爾街與傳統產業在政治中的主導地位
當馬斯克要投入川普的支持行列時，當下不太理解為什麼要冒著敗選會被全面封殺的風險做出這樣的決定，隨著川普政府開始執政一系列的表態與人事認命，慢慢看清楚馬斯克到底在做什麼，這篇文章是想要分享從我自己過去觀察馬斯克與科技巨頭發展的角度來頗析這個大問號。

政治與評論

文化生活

馬斯克

川普

矽谷

支持

Twitter

挑戰

傳統

華爾街

拜登政府

為什麼馬斯克要 "ALL-IN" 川普？

分享這兩三年觀察 Palantir 的一些想法。要了解這家公司，就必須先認識他們風格獨特的 CEO Alex Karp 以及公司的技術核心 —— Ontology（本體論）。




CEO Alex Karp 的獨特背景

Alex Karp

Every investor must understand Palantir's company philosophy to be successful.

Twitter: https://www.x.com/PalantirVision
Website: https://www.PalantirVision.com

Tags: #Palantir #PLTR #PalantirVision

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RARE Alex Karp Interview: Palantir Philosophy Explained! (2009)

Palantir shares are down 40 percent over the past two months. Joe Terranova, Virtus investment partners senior managing director, says he wants to buy the stock, but says he needs more visibility on the diversification of the platform. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi 

Palantir Technologies CEO Alex Karp sharply criticized Wall Street on Tuesday, saying there’s too much emphasis on near-term gains at the expense of developing healthy, long-lasting companies.

Karp made the comments in an interview with CNBC’s Wilfred Frost as part of an event hosted by The Executives’ Club of Chicago. The remarks were later aired on CNBC’s “Closing Bell.”

“We told the Wall Streeters that we will focus on building the long-term health of our company, that we are going to invest in our product development and in our clients, and you just have to battle it out with them,” said Karp, also a Palantir co-founder. The developer of data analysis software went public via a direct listing in September after nearly two decades as a private company.

Not everyone on Wall Street has such a short-term focus, Karp acknowledged. Nevertheless, he said it remains “one of the most destructive, corrosive attributes of an otherwise interesting and largely functioning system.”

Investors have not shied away from Palantir’s stock since its debut on the New York Stock Exchange. Shares of Palantir closed at $25.6 on Tuesday, a gain of nearly 170% since closing their first session at $9.50 on Sept. 30, but down 4.4% on the day.

Palantir’s stock set an all-time high of $45 per share on Jan. 27, which coincided with the trading frenzy sparked by Reddit traders in heavily bet against companies like GameStop. In late January, CNBC’s Jim Cramer noted some individual investors also appeared to be piling into “genuinely loved” stocks like Palantir.

Palantir continued to generate interest on Reddit’s WallStreetBets in the weeks that followed.

Karp said he’s not too concerned about online hype around the company, saying “I have a lot of other worries that worry me a lot more.”

“I like so-called retail investors for lots of reasons,” added Karp, explaining the company’s decision for a direct listing, instead of a traditional IPO, was done partly to level the playing field between individuals and institutions. “I’m very proud that normal people, investing their own money, with their own risk, making their own opinion, made a lot of money,” he said.

However, Palantir’s focus is the same, no matter who its shareholders are, Karp emphasized.

“We’re in this for the long haul. If you are speculating or you’re thinking about this short-term, there are plenty of other things to invest in,” he said. “If you want something else, it’s a huge world. Buy some other stock. You don’t have to buy Palantir. No one is forcing you.”

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Palantir CEO: We're in this for the long haul

客戶

博士學位

核心

上市

語言

Palantir：哲學家 CEO 與 Ontology 知識庫

顛覆傳統，用矽谷速度打造新一代防禦系統

在川普開啟第二任期的首月，美國軍艦穿越台灣海峽引發不尋常的緊張局勢，中國解放軍反應異常強烈。除了例行性的派艦尾隨外，解放軍更罕見地在美方公布消息前，搶先發表措辭強硬的聲明，譴責美國此舉為「惡意挑釁」。中國又在小題大作單方面拉高緊張情勢嗎？

其實這次穿越台灣

Malicious actors are increasingly using state-owned and commercially-available drone technology to threaten the personnel, infrastructure, and assets of the United States and our allies around the world. Anduril Industries has built a family of systems to counter such threats — and we’re thrilled to welcome the newest addition to that family: Roadrunner.

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Anduril Unveils Roadrunner & Roadrunner-M

Nine days — experts project that’s how quickly we will deplete our existing arsenal of precision guided munitions in a near-peer conflict.

We need an order of magnitude more missiles — and we need them to be simple and affordable enough to produce at scale to meet both peacetime and wartime demands.

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Introducing: Barracuda-M Family of Cruise Missiles

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國防科技公司 Anduril 掌舵者——帕爾默·拉奇（Palmer Luckey）。這位身著招牌花襯衫與人字拖的科技新貴，近日在 TED 演講中，以極具衝擊力的未來戰爭想定，直指美國及其盟友在國防科技上的滯後，可能導致災難性的後果。

當特斯拉比戰機更聰明：拉奇點出的國防困境

拉奇的演講開門見山，描繪了一個令人不安的場景：中國對台灣發動大規模突襲，以壓倒性的飛彈、海軍力量，結合網路攻擊，在美、台反應過來之前便癱瘓關鍵設施。美軍試圖馳援，卻發現傳統武器平台速度太慢、數量不足，精準彈藥庫存更在短短數日內告罄。最終，台灣淪陷，全球不僅面臨晶片供應鏈斷裂引發的數十兆美元經濟災難，更將迎來一個由專制政權主導國際秩序的新現實。

這並非危言聳聽。拉奇直言不諱地指出，當前美國國防體系面臨多重困境：
創新停滯：大型傳統國防承包商更在乎股東分紅與官僚流程，而非追求突破性技術與快速部署。

矽谷缺席：曾是國防科技重要推手的矽谷，如今卻普遍對軍事合作抱持距離，甚至將重心放在迎合中國市場，導致頂尖人才與技術未能有效挹注國防。

能力落差：諷刺的是，拉奇點出，消費級產品如特斯拉電動車的 AI、Roomba 掃地機器人的自主性，甚至 Snapchat 的濾鏡，其技術含量都可能超越了美軍現役的部分昂貴裝備。

產能危機：相較於中國龐大的造船能力與飛彈產能，美國過度依賴少量、精緻但生產緩慢的「手工藝品」式武器，難以應對大規模衝突的消耗。

Anduril 的解方：AI、自主化、大規模生產

面對如此嚴峻的挑戰，曾被 Facebook「請」出門的拉奇，並未選擇歸隱山林，而是創辦了 Anduril，決心以科技創業的模式顛覆傳統國防產業。他強調 Anduril 是一家「國防產品公司」，而非承包商——他們用自有資金研發產品，而非等待政府標案，藉此大幅縮短開發週期、降低成本。

Anduril 的核心競爭力，在於軟體定義的硬體，以及對 AI 與自主系統的大膽擁抱。其核心 AI 平台「Lattice」能整合、指揮大量自主武器系統協同作戰，讓「數百萬武器上場，而非數百萬人命」。拉奇認為，面對中國的數量優勢，美國唯一的出路就是依靠 AI 驅動的自主系統，以質勝量，達成「非對稱」嚇阻。

他舉例，Anduril 已在短時間內為美國空軍開發自主戰鬥機、為澳洲海軍打造大型自主潛艦，其「Roadrunner」反無人機系統更在 24 個月內從概念走向實戰驗證。這些系統的共同特點是：

自主性高：能在複雜、高風險環境下獨立或協同執行任務，減少對人力的依賴與風險。

可規模化生產：設計之初便考慮利用現有工業基礎進行量產，如同二戰時期福特汽車廠每 63 分鐘生產一架轟炸機。

快速迭代：基於軟體平台，能像更新 App 一樣快速升級武器能力，應對瞬息萬變的威脅。

「殺手機器人」的倫理辯證：不擁抱 AI 的風險更大？

當然，將 AI 大規模導入戰場，引發了對「殺手機器人」和戰爭倫理的擔憂。對此，拉奇的觀點相當務實甚至略帶挑釁。他認為，具有一定自主性的武器（如水雷、神盾系統的自動接戰模式）早已存在數十年，「潘朵拉的盒子」早已打開，現在的問題不是要不要打開，而是如何應對這個現實。

他反駁道，拒絕使用 AI 並不能佔據道德高地。若 AI 能更精準地區分目標、減少附帶損害（例如區分校車與敵軍裝甲車），甚至因為其強大效能而阻止衝突發生，那麼因道德潔癖而放棄使用，反而是不負責任的。更關鍵的是，如果美國及其盟友不在 AI 軍事應用上領先，那麼毫無倫理顧忌的威權政權將會制定遊戲規則，其後果可能更加不堪。

未來戰爭的想像：嚇阻來自「打不贏」的認知

演講的最後，拉奇再次描繪了台灣衝突的另一種可能：當中國飛彈來襲，部署在周邊的 AI 無人機群即刻升空攔截；太平洋上，無人潛艦、匿蹤無人艦艇與有人載具協同，從無法預測之處發動反擊；AI 戰機群以超人反應速度贏得空戰；地面自主哨兵與 AI 火力在灘頭便瓦解登陸企圖。

這一切的核心，並非追求戰爭，而是「嚇阻」——讓潛在侵略者清楚認知到，發動戰爭的代價極高，且毫無勝算，從而打消其動武的念頭。拉奇呼籲，民主國家需要團結起來，正視科技落差的現實，積極擁抱 AI 與自主化帶來的變革力量，為守護自由的人們提供最先進、最安全的裝備。

未來戰爭的樣貌或許正被重新定義，而 AI 在其中扮演的角色，以及我們如何駕馭這股力量，將深刻影響未來數十年的全球權力格局與和平穩定。這不僅是軍事問題，更是關乎科技倫理、產業變革與民主存續的時代大哉問。

Palmer Luckey 於 TED 演講 : 人工智慧如何避免台海戰爭

Anduril Founder Palmer Luckey DESTROYS Jason Calacanis and Cancel Culture at the All In Summit. 

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Don't forget to do your own research before buying into a stock!

DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment, or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here. #anduril #palmerluckey #investing

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吳庭輝