特斯拉无人驾驶出租车：华尔街热捧有加，落地进程却步履滞后

Core Viewpoint - Tesla's stock has reached an all-time high, driven by investor confidence in its potential to dominate the emerging trillion-dollar autonomous taxi market. However, the company faces intense competition and has a long way to go to catch up with rivals like Waymo [1][12]. Group 1: Competitive Landscape - Since launching its autonomous taxi service in Austin in June, Tesla has deployed approximately 30 vehicles, while Waymo has around 200 vehicles operating in the same city and over 2,500 across multiple cities [1][3]. - Waymo has completed 14 million paid rides this year and plans to expand its services to 20 more cities by 2026, including Dallas and Miami [3][14]. - Tesla's goal to expand its paid autonomous taxi service to 8-10 cities by January 1, 2026, now seems unlikely to be achieved [15]. Group 2: Technology and Development - Tesla's autonomous driving technology relies solely on cameras, which some experts believe limits its performance compared to competitors that use additional sensors like radar and lidar [19]. - Despite starting later than Waymo, Tesla has been developing its technology for years, with CEO Elon Musk previously predicting full autonomy within a few years [2][13]. - Analysts express skepticism about whether Tesla can deliver on its ambitious promises, particularly regarding the commercial viability of its autonomous taxi service [5][19]. Group 3: Operational Challenges - The autonomous taxi industry faces hidden operational costs, including the need for remote monitoring and vehicle maintenance, which could impact profitability [20]. - Regulatory changes in Texas require companies to obtain permits for autonomous vehicle testing, reflecting concerns about the rapid deployment of such technologies [24]. - Incidents involving both Tesla and Waymo vehicles have raised safety concerns, highlighting the challenges of integrating autonomous vehicles into existing traffic systems [21][22]. Group 4: Market Perception and Consumer Sentiment - Some consumers in Austin perceive autonomous taxis as safer than human-driven vehicles, indicating a potential market acceptance despite ongoing skepticism [25]. - Tesla's pricing strategy for its autonomous taxi service could theoretically be lower than competitors due to its reliance on camera technology, but this is contingent on overcoming technical limitations [17][19].