“这不仅是融资，更是为了保命。”一位业内财务分析师向虎嗅坦言，“如果不这么做，连续的巨额研发投入会让资本市场彻底失去耐心，股价承压将引发连锁反应。李斌是在用时间换空间，赌的是未来销量爆发能覆盖掉这些隐性成本。但换电业务独立至今仍未实现整体盈利，依然依赖汽车销量的输血。如今芯片业务‘故伎重施’，虽然能争取到6-9个月的窗口期，但若主业造血能力无法根本性扭转，这不过是把雷埋得更深而已。”
我在《把离线AI智能体装进口袋里》（The Dawn of Offline AI Agents in Your Pocket）一文中对此进行了详细阐述。但文章中的示例更像是Demo，而非生产解决方案。像 Gemma 3n 这样的模型虽然能够很好地处理函数调用，但它们体积过大：无法集成到应用程序包中，需要单独下载，即使在旗舰机型上推理速度也很慢。在低端设备上，它们根本无法运行。而较小的型号则经常出现故障，难以记住工具。
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