First, the competitive landscape on the battery side is being rewritten. Higher energy density, stronger fast-charging performance, and improved low-temperature degradation are loosening the old division of labor in which ternary lithium “stood for performance” and LFP “stood for cost.” For companies that once found room through differentiated positioning, the track is getting narrower.
“Firms are going to find that AI is making this method of employee development cost-ineffective, at least in the short run,” Davis wrote. “Of course, leaving new employees off the job ladder is not sustainable in the long run. In the long run, AI adoption will require rethinking how entry-level employees gain experience on the job.”
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Senior Reporter, Climate
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因此，他这次入局的意义，不在于短期销量，而在于能否在政策窗口期内，把需求培育、供应链整合与品牌建设三件事同步推进。