Tesla(US:TSLA) 3 6 Ke·2025-11-03 12:51Core Viewpoint - Tesla CEO Elon Musk announced that the production of the Cybercab, a robot taxi, will begin in the second quarter of next year, with the final version lacking a steering wheel and pedals [1][6][14] Group 1: Cybercab Development - The Cybercab is expected to have a production capacity of several million units annually [7] - The vehicle is projected to be priced around $30,000 (approximately 210,000 RMB) and may enter mass production by 2026 [9] - Tesla's official images suggest that the Cybercab has undergone design changes, including the addition of side indicators and a more conservative headlight design compared to the concept version [10][14] Group 2: Robotaxi and Regulatory Challenges - Musk stated that Tesla's Robotaxi service will not require a safety monitor by the end of the year, indicating progress in autonomous driving technology [15] - However, there are reports of regulatory hurdles, with Tesla facing delays in obtaining necessary approvals for autonomous taxi services in states like Arizona and Nevada [17] - The initial ambitious goal of covering half of the U.S. population by the end of 2025 has been scaled back to launching services in 8 to 10 major metropolitan areas within the next two months [17] Group 3: Upcoming Product Launches - Tesla plans to showcase the new Roadster by the end of the year, which has faced multiple delays since its initial announcement [19] - Musk emphasized that the upcoming Roadster will feature groundbreaking technology, potentially making it one of the most memorable product launches [20][22] Group 4: AI Chip Development - The AI5 chip, designed for Tesla's Full Self-Driving (FSD) capabilities, has completed its design review, with expected performance significantly surpassing the current HW4 chip [22] - Musk also mentioned ongoing development for AI6, AI7, and AI8 chips, indicating a strong focus on advancing Tesla's AI capabilities [22]