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“一颗芯片,真正要达到回本,没有几百万颗的出货量肯定做不到。”芯擎科技创始人、董事兼CEO汪凯曾如是坦言。按此行业标准衡量,蔚来主品牌年销30余万辆的体量,远未达到让神玑芯片实现规模摊销的门槛。当竞争对手通过百万级销量将先进制程芯片成本摊薄时,蔚来仍在为每一颗神玑芯片支付高昂的溢价——这部分成本最终将反映在车价上,进一步削弱其市场竞争力。
But not everyone agrees that humans have the upper hand when it comes to judgement or taste. Matt Schumer, the co-founder and CEO of OthersideAI, wrote in his viral essay on the future of AI earlier this month that OpenAI’s GPT-5.3 Codex model felt, at least to him, capable of “something that felt, for the first time, like judgment. Like taste”