收费4.2美元，特斯拉Robotaxi来了

Core Insights - Tesla's Robotaxi service has officially launched in Austin, Texas, marking the first time the company has transported paying passengers without human drivers [1][3] - The service charges a fixed fee of $4.2 per ride and is currently available to a select group of users [1][3] - CEO Elon Musk believes this business is crucial for Tesla's financial outlook and has ambitious plans for scaling the Robotaxi fleet [4] Group 1: Service Launch and Operations - The Robotaxi service was in development for nearly a decade and began pilot operations on June 22, 2023 [1] - The initial fleet consists of 10 to 20 modified Model Y vehicles equipped with Tesla's Full Self-Driving (FSD) software and visual perception systems [3] - The service operates daily from 6 AM to midnight in a specific area of South Austin, avoiding complex intersections for safety [3] Group 2: Safety Measures - Each Robotaxi is equipped with a safety operator in the passenger seat, who can intervene in emergencies [4] - The vehicles also feature biometric sensors to monitor passenger health and alert authorities if necessary [4] - A professional team is responsible for remote monitoring to ensure operational safety during the pilot phase [4] Group 3: Future Expansion Plans - Musk aims to expand the Robotaxi fleet to 1,000 vehicles within a few months and over 1 million by the end of 2026 [4] - Analysts from Morgan Stanley and Morningstar suggest that large-scale deployment may not occur until around 2028, indicating Musk's timeline may be overly optimistic [4] Group 4: Regulatory Environment - Texas was chosen for the pilot due to its relaxed regulatory environment compared to California, allowing for easier operation of autonomous vehicles [6] - Local laws prevent municipal interference in autonomous vehicle regulation, provided safety and insurance requirements are met [6] - The global regulatory landscape for autonomous driving is still evolving, with ongoing investigations into Tesla's safety performance [6] Group 5: Competitive Landscape and Market Potential - Tesla's Robotaxi faces competition from companies like Waymo and Zoox, with Waymo already operating over 1,500 vehicles and providing more than 250,000 rides weekly [7] - The global Robotaxi market is projected to grow significantly, from $84 million in 2023 to $68.75 billion by 2035, indicating substantial growth potential [7] - In China, the market is expected to expand from $54 million in 2025 to $4.7 billion by 2035, highlighting a promising decade for Robotaxi development [7]