Tesla(US:TSLA) Zhong Guo Jin Rong Xin Xi Wang·2025-06-23 03:30Core Viewpoint - Tesla has officially launched its Robotaxi service, marking a significant step in the autonomous driving market, with initial operations starting in Austin, Texas [1][4]. Group 1: Service Overview - The Robotaxi service will initially utilize the Model Y and is available from 6:00 AM to midnight, allowing users to book rides through the Robotaxi app [3][4]. - Passengers can adjust settings like air conditioning and seat position via the app, enhancing comfort for users who prefer minimal interaction [4]. Group 2: Market Position and Competition - The launch of Robotaxi positions Tesla ahead in a competitive market, with limited current competition aside from Waymo, suggesting a significant market opportunity [4]. - The initial service area in Austin avoids complex intersections to ensure safety and stability during the pilot phase [5]. Group 3: Pilot Program Details - The pilot program will start with a fleet of 10 to 20 vehicles equipped with Tesla's self-developed visual perception system and Full Self-Driving (FSD) software, with a safety monitor in each vehicle [5][6]. - The service is invitation-only, targeting select Tesla employees, vehicle owners, and Powerwall users for initial testing [6]. Group 4: Future Expansion and Challenges - Plans indicate that the Robotaxi fleet will expand to 1,000 vehicles in the coming months, with projections of deploying around 2,500 vehicles by 2027 [7]. - Despite the potential for success in the pilot, significant challenges remain for broader expansion in Austin and other cities, which may take years to overcome [7].