---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37562037.md"
description: "Huang's speech is worth listening toThe most crucial word I heard was "open source"Whether it's autonomous driving or roboticsHe can only achieve it by collaborating with various industriesThey say this model develops relatively fast, but reaching perfection will take some timeCompetition is good for the entire industry!"
datetime: "2026-01-06T03:05:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37562037.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37562037.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37562037.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Huang's speech is worth listening toThe most cruci…


## Comments (15)

- **道道道信 · 2026-01-06T12:19:37.000Z**: NVIDIA feels like it's about to take off again
- **大饼战士久留美 · 2026-01-06T04:40:27.000Z**: Do you know why we need to open source to speed up? Because if we don't quickly convert it into productivity, there won't be enough money to continue supporting the AI bubble in US stocks.
  - **大饼战士久留美** (2026-01-06T11:20:12.000Z): Never slandered AI, but any theory of quick victory or quick defeat is wrong and problematic. Currently, the development of AI in the U.S. stock market is a technological acceleration zy, essentially 
- **老陆笔记 · 2026-01-06T04:31:32.000Z**: Good news for TSMC
- **价值&投资 · 2026-01-06T04:26:17.000Z · 👍 9**: The world (cake🍰) is so bigNothing to worry aboutShould learn to see things from God's perspective🤔Competition drives technological progress!
  - **Jason4HK** (2026-01-06T04:40:30.000Z): Only with competition can golden pits appear, new lows and highs emerge, and investors have opportunities as everyone races ahead!
- **海饼干 · 2026-01-06T04:22:01.000Z · 👍 2**: Open source creates more ecological space, working together to build an impregnable fortress for them. It's no longer a monopoly. If it were still a monopoly, they wouldn't open source it.
- **einverne · 2026-01-06T03:59:32.000Z**: But cuda is closed source
  - **dontbeshy** (2026-01-06T04:50:12.000Z): It doesn't matter if CUDA is closed source. To some extent, the upper application layer doesn't need to know the code details related to the underlying hardware.
- **Jason4HK · 2026-01-06T03:33:12.000Z**: Let's go take a look hehe😁
- ***烟火声* · 2026-01-06T03:09:07.000Z · 👍 3**: Let a hundred schools of thought contend and a hundred flowers bloom
- **价值&投资 · 2026-01-06T03:05:58.000Z · 👍 20**: If $Tesla(TSLA.US) follows Apple's model, then $NVIDIA(NVDA.US) follows Google's Android model
  - **飞AIRBUS做投资** (2026-01-06T03:09:28.000Z): Just yesterday I was talking with friends about how I think Tesla will follow the second Apple model, and once again I'm on the same wavelength as Value Bro.
  - **我的小钱钱** (2026-01-06T06:13:17.000Z): Speaking of Apple, Apple has been falling for a long time
  - **hi-9527** (2026-01-06T13:39:38.000Z): What you said is classic. Tesla is now following Apple's model of integrating software and hardware.