成本端的劣势只是其一,更让蔚来焦虑的,是数据闭环上的差距。智能驾驶的下半场,算力只是基础,数据才是燃料。截至2026年初,蔚来累计保有量约70万辆,数据规模与头部对手相距甚远——而智能驾驶的迭代速度,最终取决于路上跑的车有多少。
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"I'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome," he wrote.
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