Tesla(US:TSLA) 3 6 Ke·2025-06-13 09:17Core Insights - Elon Musk has shifted focus back to Robotaxi, announcing plans to offer public services starting June 22 and the first fully autonomous Tesla vehicle delivery on June 28 [1][3] - Tesla's move signals a transition from testing to scaling in the Robotaxi sector, with competitors like Waymo also ramping up their services [3][4] - The commercial viability of Robotaxi faces challenges related to safety, cost, and scale, often referred to as the "impossible triangle" [4][10] Group 1: Company Strategies - Tesla's approach is characterized as a "gradualist" strategy, having started its autonomous driving technology development in 2014 and progressively enhancing features [6][8] - Waymo and other companies like Loongrun and Pony.ai represent a "leapfrogging" strategy, focusing on limited area testing with high safety standards [6][8] - Momenta adopts a "parallel" strategy, developing both L2 and L4 technologies simultaneously, and has formed partnerships with numerous car manufacturers [10][19] Group 2: Market Dynamics - The Robotaxi market is heating up, with major players in both the US and China vying for leadership [3][6] - Waymo recently reported a service volume of 250,000 rides per week, up from 200,000 in less than two months [3] - In China, companies like Loongrun and Momenta are accelerating their city expansion efforts, with Momenta planning to launch a mass-produced Robotaxi by the end of the year [3][10] Group 3: Cost and Data Utilization - The key to Robotaxi's success lies in reducing costs, with Cathie Wood emphasizing that the challenge is primarily a cost model issue [12][13] - The shift to mass-produced Robotaxi vehicles is seen as essential for achieving a viable return on investment [12][13] - Companies like Tesla and Momenta are leveraging existing L2 vehicles to gather extensive data, which is crucial for refining L4 algorithms [14][17] Group 4: Future Outlook - The competition between Tesla and Momenta is expected to shape the future of the Robotaxi market, with both companies aiming to validate their respective strategies [23] - Tesla's extensive production capabilities position it to integrate Robotaxi technology into millions of vehicles annually, while Momenta's open ecosystem approach may also yield significant advantages [23][24]