Tesla(US:TSLA) Xin Lang Cai Jing·2025-12-10 10:23Group 1 - Morgan Stanley's report outlines a significant shift in the autonomous driving industry, predicting that by 2026, 33 cities in the U.S. will launch commercial services, marking a pivotal moment for the sector [1] - The report emphasizes that this transition from concept to commercialization will reshape the trillion-dollar mobility ecosystem, with Waymo and Tesla emerging as dominant players, potentially leading to a duopoly [1] - The report forecasts that from 2025 to 2032, the compound annual growth rate (CAGR) for autonomous driving mileage in the U.S. will reach 103%, with total mileage expected to soar to 16 billion miles by 2032, a 140-fold increase from 2025 [1] Group 2 - Waymo and Tesla are projected to dominate the autonomous driving market, collectively accounting for approximately 70% of the total mileage by 2032, with the competition focusing on safety and cost [2] - Waymo has a significant safety advantage with an average of 360,000 miles driven without accidents, compared to Tesla's 50,000 miles, establishing a seven-fold safety barrier [2] - Current cost per mile for Tesla's Robotaxi is $0.81, which is 40%-43% lower than Waymo's fifth-generation model, priced at $1.36-$1.43 per mile [4]