10大AI公司出炉,TSLA落选。

p
parentb
楼主 (文学城)

发现有不同版本:

版本1:

The “AI Big 10”: The following companies comprise the so-called AI “Big 10.”

Microsoft Corp 
, 6.82% of the S&P 500. NVIDIA Corp 
, 6.73% of the S&P 500. Alphabet Inc 
, 4.49% of the S&P 500. Amazon.com Inc 
, 3.92% of the S&P 500. Meta Platforms Inc 
, 2.62% of the S&P 500. Broadcom Inc 
, 1.73% of the S&P 500. Qualcomm Inc  
, 0.52% of the S&P 500. Advanced Micro Devices, Inc 
, 0.52% of the S&P 500. Applied Materials, Inc 
, 0.42% of the S&P 500. Micron Technology Inc 
, 0.35% of the S&P 500.

版本2:

STOCK IMPLIED UPSIDE FROM JUNE 6 CLOSE
Microsoft Corp. (ticker: MSFT) 11.9%
Alphabet Inc. (GOOG,GOOGL) 13.2%
Amazon.com Inc. (AMZN) 10.8%
Nvidia Corp. (NVDA) -9.1%
Meta Platforms Inc. (META) 11.4%
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) -1.3%
Adobe Inc. (ADBE) 47.3%
ASML Holding NV (ASML) -5.0%
International Business Machines (IBM) 33.8%
Arista Networks Inc. (ANET) 6.2%
c
cfbingbuzy001
TSLA could be the biggest robot company the next decade.

It has both mechanical and computer capability to do so. see its robot snowboarding (looks like a fake video though).

Next trend is moving AI, not language AI

https://www.youtube.com/shorts/dWMzUuMXhMg

Real model:

 

n
nobear
这个很有可能. AI的下一个热点.
c
cfbingbuzy001
think, do, achieve

另外,专业化和多功能化是机器的两个不同趋势。微波炉到iPhone就是个代表。TESLA 野心很大,要做变形金刚,从人变到车,飞机,船. 哪些机器要专业化,哪些机器可以实现低成本的多功能化是下一代制造业要考虑的问题。智能化很快不是个问题了

y
yang4li
原来sp500有那么多科技公司
h
hhtt
忒死啦就是个汽车公司,应该和通用,福特,本田什么的归在一起,可偏偏要搞成高科技公司?现在国内电汽车公司一下把它打成太死了
悠步天
看好本田
c
cfbingbuzy001
也可以看做个是个电池能源公司。比亚迪也是从电池转过来的。传动是能源的一种延申。
未知
电车不保值,Tesla 3 vs BMW 3 两年旧车差好几千

特别是最近一年,旧电车降价加速,市场上有大量旧电车要卖。

哪一枝杏花
那是因为免费用Tasla的专利。全是抄的。