Tesla(US:TSLA) 智通财经网·2025-06-24 07:53Core Insights - Tesla has officially launched its Robotaxi service in Austin, Texas, with an initial fleet of approximately 10 to 20 vehicles, modified from the Model Y and equipped with Tesla's proprietary vision system and Full Self-Driving (FSD) software [1] - The service is currently limited to invited "early bird" users, with operational restrictions including the presence of a safety operator, limited operating hours, and geographical constraints [1] - Following the launch, Tesla's stock price increased by 8.23%, indicating a positive investor sentiment [1] Group 1: Launch and Initial Operations - The Robotaxi service is in a pilot phase, with a fleet size speculated to be around 35 vehicles [1] - The service operates only in a restricted area of approximately 77 square kilometers in southern Austin [1] - The operational hours are limited from 6 AM to midnight, and the service will halt during adverse weather conditions [1] Group 2: Future Challenges and Expansion - Tesla faces significant challenges in scaling its FSD software to millions of vehicles within a year, as noted by industry analysts [2] - Analysts warn that rapid deployment of Robotaxi services may not be feasible, and achieving the ambitious goals set by CEO Elon Musk will be difficult [2] - Barclays highlights the importance of the expansion path for Tesla, questioning how quickly the company can scale its Robotaxi fleet and compete with established players like Waymo and Uber [5][6] Group 3: Competitive Landscape - Tesla's reliance on camera-based systems for autonomous driving may provide cost advantages compared to competitors that use radar and lidar [3] - Waymo has a more extensive operational history, having completed over 50 million miles of autonomous driving and over 10 million paid rides, which sets a high benchmark for Tesla [7] - Analysts suggest that Tesla's rapid expansion could be hindered by regulatory approvals in new cities and the need for federal approval for its Cybercab model, which lacks traditional driving controls [6]