Wayve首席执行官亚历克斯·肯德尔表示，未来每一辆汽车都需要配备人工智能驾驶系统，就像它们需要安全带和紧急制动系统一样。周五，他在都灵举行的Wave by Vento活动上与Stellantis首席执行官安东尼奥·菲洛萨进行了对话，摩根士丹利的亚当·乔纳斯担任主持。
Every car will one day need an AI driving system, just as it needs seatbelts and emergency braking, Wayve chief executive Alex Kendall said. He spoke with Stellantis chief executive Antonio Filosa at Wave by Vento in Turin on Friday. Morgan Stanley’s Adam Jonas moderated.
“我认为随着时间推移，这类技术终将像安全带、紧急制动系统一样成为汽车的必备配置，”肯德尔说道。
“I think over time we’re going to see this kind of technology be required in vehicles like a seatbelt, like an emergency braking system,” Kendall said.
他指出，这项技术如今已具备足够低的成本，能够应用于大众市场车型；而当前道路上的安全状况实在令人无法接受。
The technology is affordable enough for mass-market cars, and what happens on roads today is unacceptable, he said.
“因此，不为车辆配备任何能够挽救生命的智能系统，在道德层面来说是完全错误的，”肯德尔强调。
“So it’s really morally wrong to not have some system, some intelligence in the vehicle to save those lives,” Kendall said.
两家公司的合作进展：Stellantis与Wayve于5月份宣布建立合作伙伴关系。Stellantis计划将Wayve的人工智能驾驶系统整合至其STLA AutoDrive平台，以实现在有人监管情况下的无人驾驶功能。据Stellantis透露，相关技术预计将于2028年在北美地区率先投入应用。在Wave活动现场，两家公司还分别安排了菲亚特500e与玛莎拉蒂Grecale的试驾体验。
What the two companies are building Stellantis and Wayve announced their partnership in May. Stellantis is putting the Wayve AI Driver into its STLA AutoDrive platform for hands-free, supervised driving. The first launch is targeted for 2028 in North America, Stellantis said. At Wave, the companies gave demonstration rides in a Fiat 500e and a Maserati Grecale.
肯德尔介绍称，将该系统应用于菲亚特500的设想源于大约五个月前的一次会谈。Wayve团队专门对人工智能系统进行了调校，使其适应“意大利式的驾驶风格”。他还提到，就在活动前一天夜里，他曾在倾盆大雨中亲自驾驶那辆玛莎拉蒂在都灵的赛道上试车。
The idea to put the system in the Fiat 500 came from a handshake about five months ago, Kendall said. Wayve tunes the AI to drive “Italian style”. He said he drove the Maserati on a track in Turin the night before, in pouring rain.
据他介绍，Wayve致力于开发硬件成本低于1000美元的驾驶系统，以便实现大规模普及。目前Wayve还与梅赛德斯-奔驰达成了合作，将自身人工智能技术应用于后者的量产车型；此外，该公司也在伦敦与优步携手运营有人监管的自动驾驶出租车服务。
Wayve wants systems that run on less than $1,000 of hardware so they can reach mass scale, he said. Wayve also has a deal to put its AI into Mercedes-Benz production cars. It runs a supervised robotaxi service in London with Uber.
同一人工智能，不同品牌体验：菲洛萨指出，Stellantis旗下的各个汽车品牌在自动驾驶时的表现也会各不相同。人工智能技术将让每款车型都成为具备自主学习能力的“智能机器”——例如吉普车的自主学习方式就会与标致或玛莎拉蒂有所不同。肯德尔补充道，尽管所有车型均以安全为首要设计目标，但消费者仍能明显感受到玛莎拉蒂与吉普车在驾驶体验上的差异。
One AI, different brands Each Stellantis brand will drive differently, Filosa said. AI will make each vehicle a self-learning machine. A Jeep will learn differently from a Peugeot or a Maserati. Customers will feel the difference between a Maserati and a Jeep, Kendall said, though both are built for safety first.
菲洛萨表示，这一合作能够成功是因为双方优势互补。Wayve负责提供人工智能技术，而Stellantis则贡献品牌影响力、车辆与安全领域的专业知识，以及有助于降低成本的规模化生产能力。他提到，如今Stellantis仅需24个月即可开发出一款新产品，而人工智能技术有望进一步缩短这一周期。
The partnership works because the two sides complement each other, Filosa said. Wayve brings the AI. Stellantis brings brand, vehicle and safety knowledge, and the scale that brings costs down. Stellantis develops a product in 24 months today, and AI can shorten that, he said.
从辅助驾驶到完全无人驾驶，肯德尔认为辅助驾驶只是迈向无人驾驶的必经阶段，并非一个独立的业务领域。他指出，通过引入辅助驾驶功能，既能让消费者逐步熟悉相关技术，又能积累用于技术优化的数据。此外，这还能为汽车行业耗时数年的供应链与硬件开发工作赢得先机。
From supervised to driverless Kendall sees supervised driving as a stepping stone to eyes-off and driverless cars, not a separate business. Starting supervised introduces customers to the technology and builds the data needed to improve it, he said. It also gives a head start on supply chains and hardware, which take years in the car industry.
他强调，要实现完全无人驾驶，相关系统必须比注重安全的人类驾驶员更为可靠，这一标准甚至高于普通驾驶员的水平。目前，Wayve已收集了来自100多个国家的训练数据，并在600至700个城市开展过测试。在正式部署前，该公司会借助其生成式世界模型“Gaia”先在模拟环境中验证系统的安全性。
To go unsupervised, a system must be safer than a safety-conscious human driver, he said. That is a higher bar than an average driver. Wayve has training data from over 100 countries and has tested in 600 to 700 cities. It proves safety in simulation first, with its generative world model, Gaia, before it deploys.
据他介绍，Wayve的技术性能正以每年超过十倍的速度提升，其发展曲线与语言模型类似。肯德尔期望Wayve能成为各类车辆的智能核心，未来甚至应用于机器人领域。上个月他曾透露，Wayve的人工智能技术将在两年内应用于梅赛德斯-奔驰的汽车产品。
Performance is growing by more than an order of magnitude a year, he said. The scaling curves look like those of language models. Kendall wants Wayve to be the intelligence layer for vehicles, and later for robotics too. Last month, he said Wayve’s AI would reach Mercedes cars within two years.