荣耀在欧洲没有先卖便宜机，而是拿Magic系列砸门面，口碑立住后再用X系列走量，一年时间份额从0做到5%。在千里智驾产品上也可以复制荣耀经验。如L4方案，可以拿Robotaxi作为标杆走高端路线；同时用整车规模摊薄硬件成本，等成本曲线降到甜蜜点，再用中阶方案铺量。
“When I saw this stuff on Instagram and self harm, my brain immediately goes, ‘how good is their model? How well are they going to be detecting this?’” he added.
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这种行业分化加剧了市场的不确定性，也解释了近期 SaaS 股的大规模下跌。