特斯拉自动驾驶出租车上路

Core Insights - Tesla has launched its autonomous taxi service in Austin, Texas, with an initial fleet of approximately 10 Model Y vehicles for paid passenger rides, marking a significant step in its long-promised autonomous driving capabilities [1][3] - The autonomous taxis will operate without human safety drivers, but Tesla employees will remotely monitor the fleet, utilizing a fully automated driving version known as FSD Unsupervised [1][4] - Elon Musk described this launch as the culmination of ten years of effort, emphasizing that Tesla's AI chip and software teams were built from the ground up [4] Company Strategy - Tesla's strategy for autonomous taxis is more ambitious compared to competitors like Waymo, relying primarily on camera-based systems and computer vision rather than expensive sensors like LiDAR [4] - Analysts believe that the success of Tesla's autonomous taxi service and humanoid robots will significantly impact the company's stock price [4][5] - Wedbush analyst Dan Ives predicts that the launch of autonomous taxis could lead to a "golden age" for Tesla's autonomous driving, with the company's market value potentially exceeding $2 trillion by the end of next year [4] Market Context - Waymo is currently the only company in the U.S. providing fully commercialized autonomous taxi services, having achieved 10 million rides in May, with 250,000 paid rides per week [4] - The development of Tesla's autonomous driving technology may face challenges, particularly from legal regulations, as new laws in Texas are set to be introduced [5] - The industry defines autonomous vehicles as having at least "Level 4" capabilities for full driverless operation under certain conditions, with "Level 5" being the highest level of autonomy [5]