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Big win for VW’s “in-China-for-China” play! Under the hood, CARIZON is running Horizon Robotics’ Journey-series silicon (128-300 TOPS on 30-40 W) and the SuperDrive stack—giving VW a faster OTA path from today’s L2++ to full L3. I just broke down how this partnership could dent

Incredible ramp! SU7’s delivery pace now rivals veteran EV brands in China. Curious to see how YU7 slots into the segment.

Horizon Robotics: The AI chip in every third Chinese smart car. I wrote a quick breakdown here: 🔗 reinventthewheel.substack.com/p/horizon-robo… Want to dig deeper? This folder has it all — my notes, Horizon’s IPO filing, financials, and more: 📁 drive.google.com/drive/folders/… You can use ChatGPT or

Sharing a timely review by Prof. Henry Liu (University of Michigan) and Prof. Shuo Feng (Tsinghua University): A 20-Year Retrospective and Outlook on Autonomous Driving. Link: doi.org/10.36227/techr… Over two decades, autonomous driving has evolved from rule-based 1.0 to deep

创造是一件对主观能动性要求很强的事情，而工具和技术只是放大了原本就在创造的人的效率杠杆，并不会激发一个没有创作欲望的人的创作冲动。

DARPA Grand Challenge ｜ reinvent the wheel #9 While today’s autonomous driving landscape is loud—with glossy launches, billion-dollar bets, and non-stop hype—it all began with a dusty, quiet race across the Mojave. In this issue of Reinvent the Wheel, we rewind the clock to

A Xiaomi store in Beijing. No guns, no smoke — just gimbals, tripods, and the silent battlefield of China’s EV wars. Livestreaming the future, one SU7 at a time.

latest interview from Tiancheng Lou, cofounder and CTO of pony.ai ( my previous piece reinventthewheel.substack.com/p/ponyai）: (1/N) Tesla's launch of Robotaxi is a significant milestone for Level 4 autonomous driving. It represents a shift from 0 to 1, achieving true

(2/N) Yizhuang( my previous piece on Pony’s pilot program in Beijing reinventthewheel.substack.com/p/ponyai ) is much larger than Austin; it's not a small area. Scale and scope are related, so the larger the scale, the more advantages it brings. Waymo has recently made significant progress in

(3/N) "Currently, only Waymo , pony.ai and Baidu Inc. at the L4 'table'."

(4/N) How final is this endgame? at least a change in the form of the vehicle would count as one of the endgames.Strictly speaking, today's industry is essentially validating AI’s ability to drive, but the real value it generates isn’t in the current Robotaxi. Instead, it lies in

(6/N) Lou Tiancheng explains that world models, introduced by Waymo, represent a shift from imitation learning to reinforcement learning, allowing AI to explore and surpass human capabilities. He compares it to raising a child—initially, imitation is necessary, but for growth,

(5/N) Lou Tiancheng believes that while terms like VLM, VLA, and world models are still important, their relevance has shifted. The industry has moved past the phase where the technical approach alone was a key factor in evaluating a company's success. Instead, companies are now

(6/N) Lou Tiancheng : Waymo started working on L2 in 2013-2014 but abandoned it once they understood the limitations. Google wouldn’t accept such compromises. He notes that the same issue exists today: many people who buy cars don’t fully understand the limitations of L2, often

Data is the fossil fuel of AI — but not all fossils burn the same. Some ignite like rocket fuel, some just smolder. What you're feeding your model defines how far it goes.