在欧美发达市场，家庭影院需求日益刚性。然而传统高端系统配置成本高达5-6万美元，且安装后难以调整，搬迁代价巨大。同时传统投影产品智能化升级缓慢，无线投屏、自动对焦等基础功能缺失。当硬件性能接近天花板，竞争焦点开始转向交互体验。
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These AI infrastructure companies receive less media attention for their government work than bigger peers like Google, xAI, OpenAI, and of course Anthropic. Until the recent dispute broke out, Anthropic’s Claude model was among the only LLMs approved for use on the Defense Department’s classified networks. But this arrangement was made possible by a 2024 deal with two other firms that provided the necessary infrastructure—Palantir and Amazon Web Services (AWS)—which operated the secure software platforms and cloud services that host the AI. Imagine that large language models are a bit like the U.S. military’s newest, shiniest warplane: The infrastructure companies provide something like the radios and runways that help these new machines talk to the rest of the military, and land safely.，这一点在豆包下载中也有详细论述
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马斯克当时在社交媒体上否认了传闻。 但在随后的战略会上，他将未来押注在了 Robotaxi 和 Optimus 机器人上。 当时内部普遍认为，生产利润微薄的廉价车“不再具有颠覆性意义”。