特斯拉有望引领机器人时代

🤖 Marc Andreessen Signals AI’s Inflection Point: From Cloud Models to Embodied Intelligence — Tesla Set to Lead the Robotic Age$特斯拉(TSLA.US)

In a recent statement, a16z co-founder Marc Andreessen reiterated a pivotal insight:
“Today’s AI applications like ChatGPT are essentially mobile apps. They have yet to create a wave of real-world employment or economic transformation.”

But the inflection point is near. AI is no longer confined to the cloud or language models—it is rapidly becoming embodied, integrated into physical machines and environments.

This shift is already evident in:
• Autonomous drones, which can now fly without human input.
• Self-driving vehicles, which are being deployed at scale.

Looking ahead, the next decade will likely see the mass deployment of humanoid and general-purpose robots, giving rise to one of the largest new industries in human history—potentially even bigger than any past industrial revolution. Employment in this era will be centered around robot design, manufacturing, and ecosystem development.

Andreessen emphasizes that the goal should not be to “revive legacy manufacturing”, but to build the next-generation manufacturing infrastructure, powered by hyper-automated factories and robotic supply chains.

In this context, Tesla is positioned as the primary beneficiary, leading with its two flagship projects:
• Optimus, its humanoid robot initiative.
• Robotaxi, its autonomous mobility platform.With vertical integration, AI capabilities, and a head start in robotics R&D, Tesla is uniquely equipped to capitalize on the age of embodied AI.