How BYD beat Tesla | The Vergecast

以下是内容的中文翻译： David Pierce 以分享他个人连接智能家居按钮的挣扎开始 Birdcast 节目，强调了智能家居技术中常见的令人沮丧的现实。接着，他概述了本期节目的议程：与 Hayden Field 深入探讨最近的 AI 发展，随后与 Andy Hawkins 探讨中国电动汽车巨头比亚迪（BYD），最后回答一个关于屏幕时间的热线问题。 Hayden Field 加入节目，利用“大事件、中等事件、小事件”的框架讨论了各种 AI 新闻。 * **Anthropic 的 Co-Work：** 被评为介于小事件和中等事件之间，Co-Work 是 Anthropic 强大的 Cloud Code 的用户友好型封装器，使其更易于访问。 * **Anthropic 的 Cloud Code：** 一个“大事件”，引发了可与早期 OpenAI 相媲美的巨大热度，以其强大的基准测试和培养用户忠诚度而闻名。Anthropic 在其开发中被认为比 OpenAI 更具目的性。产品负责人 Mike Krieger 调往实验性实验室团队是一个“中等事件”，这反映了 Anthropic 推动创新的决心，同时也冒着其竞争对手“广撒网”式尝试的风险。 * **OpenAI 的 ChatGPT Health：** 一个“大事件”，因为它带来了巨大的数据隐私担忧和伦理影响。Hayden 质疑其保障措施是否充分，特别是考虑到 AI 过度验证的倾向以及其过去在心理健康方面引发不良循环的问题。该产品的名称“ChatGPT Health”与其“不用于诊断”的免责声明相矛盾，对其预期用途造成了混淆。 * **AI 购买按钮（微软/谷歌）：** 对电子商务和 AI 变现而言，这是一个“大事件”。将购物直接集成到 AI 界面中提供了可观的收入来源，并将重塑联盟营销。这还将迫使 UI/UX 设计从纯文本聊天转向更图形化、以购物为中心的显示界面。 * **Grok 深度伪造图像问题：** 一个“巨大事件”，尤其涉及深度伪造的公开性质和未成年人的卷入。X（前身为 Twitter）在国际政治压力加大之前反应迟缓，这凸显了集体行动的影响。 * **Gmail AI 收件箱：** 一个“中等事件”（但对 Hayden 和 David 个人而言是一个“大事件”），它解决了电子邮件令人应接不暇的本质。AI 总结和优先处理电子邮件的承诺可能对生产力产生变革性影响，尽管它承认电子邮件的整体重要性与几年前相比有所下降。 接下来，Andy Hawkins 讨论了 **比亚迪（BYD，意为“Build Your Dreams”）**，这家中国公司最近超越特斯拉，成为全球销量第一的电动汽车制造商。 * **起源与发展：** 比亚迪成立于 90 年代，最初是一家电池供应商，21 世纪初转型进入汽车制造领域。一个关键时刻是沃伦·巴菲特在 2008 年的投资。2016 年聘请前奥迪设计师 Wolfgang Egger，使比亚迪的设计得到了显著提升，为比亚迪的全球扩张做好了准备。 * **战略优势：** 比亚迪在电池领域的背景使其实现了垂直整合，并生产出更便宜、更高效的磷酸铁锂电池。这使他们能够提供价格极具竞争力的电动汽车（在中国有些车型售价低于 1 万美元），从而吸引了大众市场。 * **市场策略：** 比亚迪采用广泛的市场策略，提供从超豪华高性能汽车（仰望系列）到中档轿车（秦 Plus）以及紧凑型热门车型海鸥（在某些市场称为 Dolphin Surf）等各种产品。Andy 将其多元化的产品组合与通用汽车的历史策略进行了比较。 * **中国创新：** 比亚迪象征着中国的技术自主和创新，与全球巨头有效竞争。 * **美国市场障碍：** 尽管在全球取得成功，比亚迪进入美国市场仍面临重大障碍，包括高达 100% 的关税、严格的安全和环保署（EPA）法规，以及禁止在车辆中使用中国软件。尽管前总统特朗普出人意料地表示对中国公司在美国建厂持开放态度，但目前直接进口的成本过高。Andy 指出，美国网红对 比亚迪 汽车的关注度日益增高，凸显了尽管尚不可用，但其吸引力。 最后，David 回答了一个关于**儿童屏幕时间**的热线问题，特别是比较了旧 iPhone 和 iPad。 * **iPhone 与 iPad：** David 认为，对于儿童来说，旧的、经过重新利用的 iPhone 通常比 iPad 更好，理由是其屏幕更小（沉浸感较低）、更易于操作、便携性更强，而且成本可能更低。 * **屏幕时间的细致看法：** 他强调将讨论从“屏幕时间”本身转向“屏幕上的内容”。观看教育内容或节奏较慢的节目（如《罗杰斯先生》）与被动消费快节奏、刺激性内容（如《可可瓜》）在性质上是不同的。David 主张家长应深思熟虑内容质量和参与度，而不仅仅关注屏幕使用时长。 节目最后，David 鼓励听众就科技，特别是儿童屏幕时间的话题，分享他们的想法和问题。

David Pierce kicks off the Birdcast by sharing his personal struggle to connect a smart home button, highlighting the often-frustrating reality of smart home technology. He then outlines the episode's agenda: a deep dive into recent AI developments with Hayden Field, followed by an exploration of Chinese EV giant BYD with Andy Hawkins, and a hotline question about screen time. Hayden Field joins to discuss various AI news using the "Big Deal, Medium Deal, Small Deal" framework. * **Anthropic's Co-Work:** Rated between small and medium deal, Co-Work is a user-friendly wrapper for Anthropic's powerful Cloud Code, making it more accessible. * **Anthropic's Cloud Code:** A "big deal," generating significant hype comparable to early OpenAI, known for strong benchmarks and fostering user loyalty. Anthropic is perceived as more intentional in its development than OpenAI. The move of product leader Mike Krieger to an experimental labs team is a "medium deal," reflecting Anthropic's push for innovation while risking the "throwing pancakes at the wall" approach seen from competitors. * **OpenAI's ChatGPT Health:** A "big deal" due to immense data privacy concerns and ethical implications. Hayden questions the adequacy of safeguards, especially given the AI's tendency for over-validation and its past issues with mental health spirals. The product's name, ChatGPT Health, contradicts disclaimers that it's "not for diagnosis," creating confusion about its intended use. * **AI Buy Buttons (Microsoft/Google):** A "big deal" for e-commerce and AI monetization. Integrating shopping directly into AI interfaces offers a significant revenue stream and will reshape affiliate marketing. This will also force a shift in UI/UX design from text-only chat to more graphical, shopping-centric displays. * **Grok Deepfake Imagery Problem:** A "huge deal," especially concerning the public nature of the deepfakes and the involvement of minors. The slow response from X (formerly Twitter) until international political pressure mounted underscores the impact of collective action. * **Gmail AI Inbox:** A "medium deal" (but personally a "big deal" for Hayden and David), addressing the overwhelming nature of email. The promise of AI summarizing and prioritizing emails could be transformative for productivity, though it acknowledges email's diminishing overall importance compared to a few years ago. Next, Andy Hawkins discusses **BYD (Build Your Dreams)**, the Chinese company that recently surpassed Tesla as the world's top-selling EV maker. * **Origins and Growth:** Founded in the 90s as a battery supplier, BYD pivoted to car manufacturing in the early 2000s. A key moment was Warren Buffett's 2008 investment. The 2016 hiring of ex-Audi designer Wolfgang Egger led to a significant improvement in design, preparing BYD for global expansion. * **Strategic Advantage:** BYD's background in batteries allowed vertical integration and the production of cheaper, efficient lithium phosphate batteries. This enabled them to offer highly affordable EVs (some under $10,000 in China), attracting a mass market. * **Market Strategy:** BYD employs a broad market strategy, offering everything from ultra-luxury performance vehicles (Yangwang series) to mid-range sedans (Qin Plus) and the compact, popular Seagull (known as Dolphin Surf in some markets). Andy compares their diverse portfolio to General Motors' historical approach. * **Chinese Innovation:** BYD symbolizes China's technological self-reliance and innovation, competing effectively with global giants. * **US Market Barriers:** Despite its global success, BYD faces significant hurdles entering the US market, including high 100% tariffs, stringent safety and EPA regulations, and bans on Chinese software in vehicles. While former President Trump surprisingly expressed openness to Chinese companies building factories in the US, direct imports are currently cost-prohibitive. Andy notes the growing buzz around BYD cars among US influencers, highlighting their appeal despite unavailability. Finally, David addresses a hotline question about **screen time for kids**, specifically comparing old iPhones vs. iPads. * **iPhone vs. iPad:** David argues that an old, repurposed iPhone is often a better choice than an iPad for kids, citing its smaller screen (less immersive), easier handling, portability, and potentially lower cost. * **Nuanced View of Screen Time:** He emphasizes shifting the conversation from "screen time" itself to "what's on the screen." Watching educational content or slower-paced shows (like Mr. Rogers) is qualitatively different from passive consumption of fast-paced, stimulating content (like Coco Melon). David advocates for parents to be thoughtful about content quality and engagement rather than solely focusing on screen duration. The episode concludes with David encouraging listeners to engage with their thoughts and questions on technology, particularly regarding kids' screen time.