In recent years, LLMs have shown significant improvements in their overall performance. When they first became mainstream a couple of years before, they were already impressive with their seemingly human-like conversation abilities, but their reasoning always lacked. They were able to describe any sorting algorithm in the style of your favorite author; on the other hand, they weren't able to consistently perform addition. However, they improved significantly, and it's more and more difficult to find examples where they fail to reason. This created the belief that with enough scaling, LLMs will be able to learn general reasoning.
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“一颗芯片，真正要达到回本，没有几百万颗的出货量肯定做不到。”芯擎科技创始人、董事兼CEO汪凯曾如是坦言。按此行业标准衡量，蔚来主品牌年销30余万辆的体量，远未达到让神玑芯片实现规模摊销的门槛。当竞争对手通过百万级销量将先进制程芯片成本摊薄时，蔚来仍在为每一颗神玑芯片支付高昂的溢价——这部分成本最终将反映在车价上，进一步削弱其市场竞争力。