* * * Enjoy the car falling on the road, at least it's over.

From the perspective of the outline, the new energy vehicle has changed from the new four to the new three, and the "* * * enjoyment" has been quietly deleted. Some commentators said that "this means that * * * enjoyment is no longer the development goal of new energy vehicles", which is not accurate enough, because this goal has been achieved.

The easier it is to realize and the faster it disappears, the next one may be connected to the internet.

In fact, whether it is easy to realize or not, in recent years, capital has always pushed too hard for hot projects. The lower the difficulty, the more rampant. For example, in the early days of new energy development, the left hand was upside down. Of course, deception also requires technical content, but it is not that high. Compared with the research and development of cobalt-free batteries, it is simpler to have an empty glove and a white wolf.

As a business model, the threshold of "* * * enjoyment" is not so high compared with unmanned driving and reducing battery cost, and the key point of the matter may not be that * * * enjoyment is no longer as high as the goal, but it has disappeared after a period of fanaticism, and it cannot even be regarded as a normal state.

20 17 (maybe earlier) There are a lot of * * * cars under the Guo Mao Bridge in the CBD center of the East Third Ring Road in Beijing, most of which are BMW i3 and Chery Arrizo. The high rent of I3 is one thing, but what really keeps most people out is the need to return it in place, which narrows the user's usage scenarios. Only when you originally planned to return to your hometown can you basically meet its conditions.

This is more like trying to conduct a sample survey of market feedback. As a result, more than a year later, Guo Mao Bridge has become a social parking lot. However, Arizo also disappeared together. From the rationality of the model itself, Chery is not much better than BMW, and the car can't be "unloaded immediately" like a bicycle. If there are objective factors in the death of the car, parking space may be a problem.

I used to use Ariza. From a to b, you need to find a parking lot near b first. Therefore, you need to consider how to solve the last mile problem under the relatively extreme weather in Xia Dong. Walking is your choice, but considering that the original intention of * * * is to be more convenient, it is a bit ironic to solve the last mile by walking.

I decisively chose Didi, and the total cost was more expensive than taking a taxi at first. What pleased me most later was that I chose to refund the deposit at this moment.

Problems in the model itself cut off sustainability and large-scale development. * * * Enjoyment itself is an idea, but it will only survive if it is put in the right scene. Didi can be regarded as another derivative of * * * car appreciation. From this perspective, before the realization of driverless driving, * * enjoys the driver's seat of the car, "it has to be controlled all the time."

Unmanned driving is a broad concept at this stage, from L2 to L5, it can be called unmanned driving, which is actually taking advantage of the concept. Unmanned driving is originally a narrow concept, and only L5 has the property of taking into account all road conditions.

So one day, when you see * * * enjoying a car from the dead, it is estimated that you have found your soul through L3-L4 driver assistance system in a specific road section and scene. In fact, this is equivalent to collecting data and sampling. * * * will have to endure for a while as a niche product in the experimental field before L5 will unify the rivers and lakes.

But its experience can also make interconnection learn from history, business models can be copied, and technology can't. Tesla's sales model can be copied, but the chip can't be copied, either using someone else's or making it yourself. The latter has an almost insurmountable gap, so the more difficult it is, the stronger its vitality.

The so-called intelligent cockpit, the technical threshold of the interconnection of people and vehicles is not high, which makes it possible to be eliminated in the future. This is a bit like the bottom elimination system, but it is really conducive to promoting industry competition.

The difficulty coefficient is more directly related to the performance of the capital market. Although the head car companies have not clearly stated that they want to transform into technology companies, self-developed driverless cars are essential, and things that can be copied and have low thresholds have no expected value. Wei Lai, Weimar and Tucki all know this, even if it is a staged victory or a breakthrough in a certain technical point. For example, Weimar has realized the automatic parking technology in the parking lot. To put it bluntly, this is constrained by the scene, but it is also called tactics.

For new car makers, in addition to sales, it is more important to have technical prospects that can drive market value. Ma Lao provided a negative example. The latest prospect he gave on Battery Day in September was not attractive enough, so this show actually reduced Tesla's market value by several percentage points. On the macro level, Biden boasted in July that if elected president, he would strongly support the new energy industry, which led to a surge in related stocks. In the era of capital, technology is not so simple.

At the beginning, the slogan of the so-called new four modernizations had a rough feeling of the original ecology. It was once an entrance for new energy vehicles to enter the market on a large scale, but when new energy vehicles can form their own marketization, this tool is no longer needed. It is still technology, not business model, that drives the market forward, even if it is a temporary hero.

Even Didi, one of the founders of * * * *, will never be satisfied with the centralized mobilization of private car resources. That was a thing of the past. At the very least, it is a test field for manufacturers to test autonomous driving. At most, it will be a platform to promote autonomous driving. As for how to play, it is a matter of business model, but there is no suspense in principle.

Cobalt-free chips, algorithms and batteries are basically the elimination rules of new energy products and the rules of the game, such as the elevator level of the five major European leagues and the advanced Champions League competition system. Without the elimination value, the easy things will survive, and then the bad money will drive out the good money. Everyone knows the effect.

If technology is taken as a threshold, there is actually another advantage: once something is popularized, it will reflect a more serious social dark side. It is not only the parking space that kills the car, but also uncontrollable human factors that strengthen its negative attributes, but the car itself is innocent.

So some thresholds are favorable, and good things cost you. Although Ma Lao claimed to build an electric car with a price of 6.5438+0.7 million yuan in the future, it never said that it would popularize FSD. This is the reason to open the version gap, and people also point out that they have to pay for later software upgrades. So what can I say? It's probably * * * to enjoy, so it's cheap.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.