特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零

Core Insights - Tesla's CEO Elon Musk has repeatedly promised to launch a Robotaxi service in California, but recent regulatory records indicate that the company has made no substantial progress in obtaining the necessary operational permits [1] - The California DMV's unpublished records confirm that Tesla has not taken any action to secure relevant operational licenses as of 2025, with the company's autonomous driving road test mileage remaining at zero for the sixth consecutive year [1] - This stagnation directly impacts the core narrative supporting Tesla's $1.5 trillion market value, as investors have long bet on the company's ability to operate a large fleet of autonomous vehicles and achieve scalable monetization of software subscriptions [1] Regulatory Challenges - Under California's current regulatory framework, recording test mileage is a core prerequisite for autonomous driving companies to obtain commercial operating licenses [2] - To deploy a fully autonomous ride-hailing service similar to Waymo, Tesla must sequentially pass a series of approvals from the DMV and the California Public Utilities Commission [2] - Currently, Tesla only holds a basic permit from the DMV, which requires a safety driver to be present during testing, and has not applied for any additional permits [2] - According to new DMV regulations expected to be finalized later this year, companies must complete at least 50,000 miles (approximately 80,467 kilometers) of autonomous driving testing under safety supervision before applying for a permit to test without a safety driver [2] - Since 2019, Tesla has not recorded any mileage with state regulators, with a total of only 562 miles logged since 2016, in stark contrast to Waymo's accumulation of over 13 million miles of test mileage from 2014 to 2023 [2] Business Operations - Tesla is currently employing a strategy to circumvent high regulatory barriers by operating a small Robotaxi pilot project in Austin, Texas, where regulations are much more lenient [3] - In the San Francisco Bay Area, Tesla launched a so-called "Robotaxi" service last July, but this service is not a true autonomous taxi; it is a ride service provided by human drivers using Tesla's Full Self-Driving (FSD) software, which does not possess full autonomous driving capabilities [3] - Musk has previously explained the slow compliance process by stating that the company is extremely cautious about safety and takes a "prudent approach" to entering new markets, indicating that California's regulatory environment is a significant obstacle [3] - Tesla has criticized the proposed revisions to California DMV's autonomous driving rules, questioning the necessity of state testing requirements and minimum mileage thresholds, and has expressed concerns about the complexity of reporting requirements for collisions and system failures [3]