I’ve been lurking in Tesla investment groups for a long time. The investors are either super smart, knowing Tesla will be the absolute winner, or extremely passionate, trusting Musk blindly and ignoring everything else. The essence of the competition between Chinese manufacturers and Tesla in autonomous driving and robotics is the battle of 'Physical AI' vs 'Semantic AI.' Everyone knows Physical AI will win, but we should also stay calm and skeptical—will Physical AI truly be realized under Musk’s leadership? A good approach is to experience each generation of FSD yourself, watch more reviews, and understand its design philosophy.