Tesla(US:TSLA) 智通财经网·2025-04-30 01:27Core Insights - Tesla is set to launch its autonomous taxi service in Austin, Texas, in June, which is expected to impact short-term profitability and investor confidence [1] - CEO Elon Musk revealed a phased expansion plan, starting with 10 to 20 fully autonomous Model Y vehicles, aiming to scale to "millions" by the end of 2026 [1] - Approximately 300 test operators have been deployed in Austin to ensure service stability, with some transitioning to remote monitoring roles [1] Expansion Plans - Tesla plans to expand its service to other U.S. cities by the end of the year and introduce a sharing model similar to Airbnb, allowing private car owners to join the autonomous taxi network [2] - Analysts from ARK Invest estimate that Tesla could achieve an operational scale of around 100,000 vehicles by the end of the year, with the Austin launch serving as a critical test for commercial viability [2] Competitive Landscape - If Tesla accelerates its rollout as planned, its autonomous taxi business could quickly catch up to industry leader Waymo [2] - The early operational phase may face scrutiny over safety incidents, necessitating ongoing observation of technology reliability [2] Strategic Vision - Tesla aims to reshape the mobility economy through its autonomous taxi service, balancing technology maturity, operational efficiency, and public acceptance in the short term [2] - The vision of a "million-vehicle fleet" is transitioning from concept to reality, with the Austin streets serving as a key testing ground for Tesla's AI capabilities [2]