我现在正穿越葡萄牙，Web Summit 已经结束，请欣赏这篇简短版。
I am traveling through Portugal now that Web Summit has wrapped up, so please enjoy this shortened edition.
Web Summit 今年大力关注中国创始人和公司。Web Summit 联合创始人帕迪·科斯格雷夫（Paddy Cosgrave）的开场致辞强调了这一点，他说未来的超级明星来自中国，而不是加州。他还在致辞中强烈赞扬中国和开源技术，指出中国公司在构建我们共同的未来方面领先于其他所有国家。
Web Summit leaned heavily into Chinese founders and companies this year. The opening remarks from Web Summit co-founder Paddy Cosgrave drove the point home when he said the superstars of the future are coming from China, not California. He also gave a strong endorsement of China and open source technology when he noted that Chinese companies are building more of our shared future than anyone else.
几天后，随着英伟达（Nvidia）创始人兼首席执行官黄仁勋（Jensen Huang）因承认与一名涉嫌间谍的婚外情而辞去领导职务的消息在会议上传开，这番话的分量又增添了另一层意义。
These remarks carried a different kind of weight just a few days later as the news spread throughout the conference that Nvidia founder and CEO Jensen Huang had resigned from his leadership post after admitting to an affair with an alleged spy.
毕竟，这位前首席执行官一直是美国开源技术的最坚定倡导者。任何关注自动驾驶技术崛起的人都知道英伟达在该生态系统中的核心地位。
The former CEO, after all, has been one of the strongest proponents for open source in the United States. And anyone who has followed the emergence of autonomous vehicle tech knows how central Nvidia is to that ecosystem.
英伟达是行业 AI 计算技术的主要供应商——尽管各公司对其依赖程度不同。有的公司使用英伟达的汽车处理器来运行自动驾驶软件，有的公司使用英伟达的 GPU 来训练自动驾驶模型。还有全栈合作伙伴关系，包括梅赛德斯‑奔驰、Zoox 和 Wayve 等。
Nvidia is a major supplier of AI computing technology to the industry — although the degree of reliance varies. Some companies are using Nvidia’s automotive processors to run automated driving software, while others are using Nvidia GPUs to train autonomous driving models. And then there are the full-stack partnerships, which includes Mercedes-Benz, Zoox, and Wayve.
本周，我采访了中国自动驾驶公司 Pony.ai 的首席财务官王磊（Leo Wang）。我询问他中国自动驾驶行业面临的挑战，以及如果黄仁勋辞职的后续导致对运往中国的英伟达芯片实施更严格的出口管制，他认为会发生什么。
I spoke to Leo Wang, the CFO of Chinese autonomous vehicle company Pony.ai, this week. I asked him about the challenges China’s self-driving industry faces and what he thinks will happen if the fallout from Huang’s resignation results in even stricter export controls on Nvidia chips shipped to China.
王磊表示，需求已经远远超过供应，并指出这是 Pony.ai 面临的痛点之一。该公司的策略分为两方面。工程师被要求在部署训练模型时尽可能提高效率。他说，这可能意味着使用中档计算资源而非高端资源。小马智行也在更多地转向国产芯片，以帮助缩小差距。
Demand is already far greater than supply, Wang said, noting that it’s one of the pain points Pony.ai struggles with. The company’s strategy is twofold. Engineers are directed to be as efficient as possible when deploying its training models. That might mean using midtier compute resources instead of high-end ones, he said. Pony.ai is also turning more to domestically produced chips to help close the gap.
“如果你看整个生态系统，尤其是近年来，中国的国产芯片肯定也得到了大量关注和发展，”他说，并指出这些芯片为AI训练提供了另一种选择。“我认为这给了我们一些灵活性。”当被问及如果对英伟达芯片的出口限制收紧，他认为会发生什么时，王说，中国公司已经在做准备。
“If you look at the whole ecosystem, especially in recent years, definitely domestic chips in China also get lots of attention and development,” he said, noting that these chips provide another option for AI training. “I think that gives us some flexibility.”When asked what he thinks will happen if export restrictions on Nvidia chips tighten, Wang said Chinese companies have already been preparing.
“如果你看整个局势，这已经发展了几年了，”他说。“我可以说，每个人也都在练习一种类似于B计划的东西，已经好几年了，所以至少如果你考虑这一点，我会说，是有替代方案的。虽然从性价比来看，可能还不是最好的选择。但即便如此，它仍然是一种已经存在且比几年前更成熟的替代方案。”成交！
“If you look at the whole situation, this has been developing for already a couple of years,” he said. “Everyone, I would say, is also practicing kind of like a Plan B for a few years, so at least if you think about that, I would say there are alternatives. Although cost-effectiveness-wise, probably it’s not the best choice yet. But still, it’s an alternative way that already exists and which is more mature than a few years ago.”Deals!
May Mobility计划使用大众全电动ID. Buzz车型用于其全球叫车平台。该公司表示，目标是在2031年前部署超过10000辆自动驾驶汽车。这并不意味着大众的MOIA集团正在放弃Mobileye，我获悉。相反，大众告诉我，该公司正在向开发自有自动驾驶系统的其他公司提供具备自动驾驶功能的基础车辆。（这刚在上个月柏林英伟达GTC大会上展示。）日本机器人出租车初创公司Newmo，由KDDI领投，筹集了208亿日元（约合1.35亿美元）的融资。
May Mobility plans to use the Volkswagen all-electric ID. Buzz for its global ride-hailing platform. The company said it is targeting the deployment of more than 10,000 autonomous vehicles through 2031. This does not mean that VW’s MOIA group is ditching Mobileye, I have been told. Instead, VW told me, the company is offering an automated driving-ready base vehicle to other companies that develop their own self-driving systems. (This was just presented last month during Nvidia GTC in Berlin.) Newmo, a Japanese robotaxi startup, raised a ¥20.8 billion (roughly $135 million) round led by KDDI.
荷兰停车技术公司ParkBee收购了Mobian的城市和停车业务。
ParkBee, a Dutch parking technology company, acquired Mobian’s city and parking operations.
城市物流公司Port，在欧洲复兴开发银行（EBRD）和Balnord领投的一轮融资中筹集了1450万欧元。
Port, an urban logistics company, raised €14.5 million in a round led by the European Bank for Reconstruction and Development (EBRD) and Balnord.
Lucid第三季度营收为3.5亿美元，低于华尔街预期，该公司仍在亏损。不过，其第三季度净亏损确实收窄至8.309亿美元。值得注意的是，这家电动汽车制造商将其来自最大股东沙特阿拉伯公共投资基金的延期提取定期贷款增加至17.5亿美元。
Notable reads and other tidbits Lucid reported Q3 revenue of $350 million, below Wall Street expectations, and it is still losing money. Although its Q3 net loss did narrow to $830.9 million. Notably, the EV maker increased its delayed draw term loan from its largest shareholder, Saudi Arabia’s Public Investment Fund, to $1.75 billion.
美国国家公路交通安全管理局正在调查Waymo一年前发布的一项软件召回。该召回是在大量报道称其机器人出租车非法超车校车之后发布的。该机构表示，这些报告事件中，大部分发生在该公司部署旨在修复该问题的软件更新之后。知情人士向我透露，自三月以来，已没有发生与校车相关的事件。我未能独立向奥斯汀独立学区核实这一情况。
The National Highway Traffic Safety Administration is investigating a Waymo software recall from a year ago that was issued after numerous reports that its robotaxis were illegally passing school buses. The agency said that a majority of these reported incidents occurred after the company deployed a software update intended to fix the problem. Sources familiar with Waymo tell me that there have not been school bus-related incidents since March. I have not been able to independently verify that with the Austin Independent School District.
据埃隆·马斯克表示，特斯拉Cybertruck将延续到明年夏天，但最终将停止生产。马斯克为这款引发争议的钢制皮卡进行了辩护。
The Tesla Cybertruck will live on through next summer, but production will ultimately end, according to Elon Musk, who defended the polarizing steel-clad truck.
特斯拉正在将其机器人出租车服务扩展到德克萨斯州圣安东尼奥，以与Waymo竞争，并将自身定位为不仅仅是一家汽车制造商。
Tesla is expanding its robotaxi service to San Antonio, Texas, as it seeks to compete with Waymo and position itself as more than just an automaker.
优步正在推出一项新服务，允许客户在美国主要城市预订并支付停车费。此举发生在该叫车公司收购停车应用SpotHero大约九个月后。与此同时，该公司正在通知数千名司机，其个人信息和驾驶执照信息在十月份该公司一家技术供应商发生的数据泄露事件中被盗。
Uber is launching a new service that lets customers reserve and pay for parking in major U.S. cities, about nine months after the ride-hailing company acquired parking app SpotHero. Meanwhile, the company is notifying thousands of drivers that their personal and driver’s license information was stolen during an October data breach at one of the company’s tech providers.
联合航空将限制人工智能代理访问其系统，以代表用户预订航班和管理预订。
United Airlines will restrict access to AI agents seeking to book flights and manage reservations on their users’ behalf.