招商证券的一份报告揭示了一个巨大的供需错配：美国电力系统正经历70年代以来最大规模更新，叠加AI用电激增，但他们的电网装备企业高压变压器排期已经到了2030年。于是，德克萨斯州等地电网运营商急眼了，一口气批了750亿美元的输电扩建计划，要搞765kV超高压线路。
If an image came from the compiler, the decompiler can:
。新收录的资料对此有专业解读
诚然，随着规模扩大，激光雷达本身作为工业产品，成本将快速下探。当这套系统能以极低的成本“飞入寻常百姓家”时，智界、尚界们才能真正享受到技术红利。
这意味着，“养龙虾”不是一次性投入，而是一项长期开支。
。新收录的资料是该领域的重要参考
(Final final note: This post was written without ChatGPT, but for fun I fed my initial rough notes into ChatGPT and gave it some instructions to write a blog post. Here’s what it produced: Debugging Below the Abstraction Line (written by ChatGPT). It has a way better hero image.)，更多细节参见新收录的资料
Apple has kicked off the week with the announcement of a new iPad Air, now powered by the M4 chip. This is a fairly modest update, moving the device from the previous M3 to the M4 but otherwise keeping the same hardware and design. The company also announced a new price-friendly smartphone, the iPhone 17e.