Recently, my daughter has been reading Fei-Fei Li's autobiography. Fei-Fei Li's newly launched world model is quite controversial. Musk's physical AI world is all about 'direct perception + real-time world modeling.' FSD captures data from cameras and sensors and reasons everything happening on the road like a human brain, without preloaded maps or complex rules. This is a completely different technical route compared to traditional autonomous driving companies' 'train the model with massive data first, then let the car match the environment using semantic AI.' FSD used to rely on semantic AI too, but with the development of AI and technological advancements, it shifted to physical AI. This transition requires a lot of support, including sufficient data and computing power, and it will eventually happen in China as well.