Robotaxi只上路了10辆，马斯克身家微涨1000亿

Core Points - Tesla's Robotaxi has finally launched after nearly a decade of promises from Elon Musk, but the initial rollout is limited to only 10 to 20 vehicles in a small area of Austin, Texas, far from the promised one million vehicles [1][21][30] - The market reacted positively to the launch, with Tesla's stock rising 9% and Musk's net worth increasing by $15 billion [1][21] - The Robotaxi experience includes a Tesla employee in the front seat for safety, and users must download a separate app to book rides [3][5][9] Summary by Sections Launch and Initial Performance - The Robotaxi concept was first introduced by Musk in the "Master Plan Part Deux" nearly 10 years ago, but the actual deployment has been significantly delayed [1][22] - The initial fleet consists of only 10 to 20 vehicles, operating in a limited area of approximately 13 kilometers by 8 kilometers, which is smaller than Waymo's operational area in Austin [1][7][25] User Experience - Users who received invitations to ride the Robotaxi shared their experiences, noting that the vehicle is monitored by cameras and microphones throughout the ride [3][9] - The booking process requires a separate app, and the ride experience is similar to using Uber, with users able to track the vehicle's arrival on a map [5][7] Market Reaction - Following the launch, Tesla's stock price increased to $349, marking a three-week high, and Musk's wealth surged by $15 billion, maintaining his position as the world's richest person [21][30] - Despite the positive market response, analysts remain cautious about the long-term viability and scalability of Tesla's Robotaxi service [26][28] Competitive Landscape - Tesla's Robotaxi faces significant competition from Waymo, which has been operating a larger fleet of autonomous vehicles since 2018, conducting over 250,000 rides per week [26][27] - The technology paths differ, with Waymo utilizing a combination of LiDAR and cameras, while Tesla relies solely on a vision-based system, which has raised concerns [27][28] Regulatory Environment - Texas has enacted new regulations requiring companies to obtain state licenses to operate autonomous vehicles, reflecting a cautious approach to the deployment of such technologies [28] - Experts suggest that even if the initial pilot in Austin is successful, widespread adoption of Robotaxi services may take years or even decades [28][30]