Core Viewpoint - Tesla's Robotaxi service has officially launched in Austin, Texas, with the first batch of Model Y vehicles, although the initial performance has raised concerns about safety and operational limitations [1][2]. Group 1: Industry Competition - The global autonomous driving industry is now dominated by three major players: Tesla, Waymo, and RoboTaxi, with competition intensifying across borders [3][4]. - RoboTaxi has successfully launched in 15 cities globally and has completed over 11 million rides, outperforming Waymo's 10 million rides, despite facing skepticism from some users [3][4]. - Tesla aims to deploy over 100,000 Robotaxis by the end of next year, while Waymo plans to double its production capacity by the end of 2026 [4][5]. Group 2: Safety and Technology - RoboTaxi and Waymo have demonstrated superior safety records, with accident rates significantly lower than human drivers, while Tesla's reliance on a pure vision-based system may expose it to risks in adverse weather conditions [6][8]. - RoboTaxi's vehicle cost is approximately $28,000, significantly lower than Waymo's $200,000, which gives it a competitive edge in terms of operational costs [8]. Group 3: Market Potential and Regulatory Environment - The global Robotaxi market is projected to reach RMB 834.9 billion by 2030, with China expected to become the largest market, accounting for about 58.5% of the global autonomous driving service market [9][12]. - Regulatory environments in the U.S. are more favorable for Robotaxi operations compared to China, where strict regulations limit operational hours and areas for autonomous vehicles [13][14]. Group 4: Future Outlook - The competition among the three major players is not just a corporate battle but also a reflection of the technological and economic rivalry between China and the U.S. [14]. - There is a call for greater public acceptance and regulatory support to facilitate the growth of the Robotaxi market, emphasizing the need for patience and understanding towards local innovations [12][14].
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