英文Gary Black发布 2026/09/06 14:27· 入库 2026/9/7 00:00:43· Gary Black (@garyblack00)
Gary Black称特斯拉已解决无人驾驶，但竞争威胁更大
原标题：Bloomberg: Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competit…
精华摘要
未来基金管理合伙人Gary Black表示，他一直相信特斯拉将通过Cybercab发布“解决无人监督自动驾驶”问题，但同时也指出竞争加剧和估值过高是更大威胁。此前他曾称Cybercab活动“基本失败”。在周六的X帖子中，Black提到Alphabet和百度等竞争对手正逼近每周100万次无人驾驶行程。
Black的言论反映了市场对特斯拉自动驾驶技术领先性的复杂情绪：一方面认可其技术突破，另一方面担忧竞争格局。若特斯拉无法在商业化上保持优势，其高估值可能面临压力。投资者需关注特斯拉FSD的实际落地进度及竞争对手的扩张速度，这将是影响其长期股价的关键因素。
原文摘要
Bloomberg: Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat Mohd Haider 09/06/2026 03:45:06 (Benzinga Newswire) Future Fund Managing Partner Gary Black said he has always believed Tesla Inc.(NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.” Rivals Close In On 1 Million Weekly Rides In a Saturday post on X, Black said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Baidu Inc. (NASDAQ:BIDU), https://t.co/kr7CbbsI