Tesla(US:TSLA) 大鱼聊电动·2025-06-23 12:51FSD (Full Self-Driving) Updates and Development - Tesla's FSD software updates have slowed down, but this is likely due to the company focusing on internal testing and validation of the next major version, FSD v14 [1] - FSD v14 will incorporate audio information to detect emergency vehicle sirens and potentially react to car horns and tire squeals, enhancing its perception capabilities [1] - FSD v14 will also introduce auto-regressive transformers to improve the prediction of other road users' behavior, which is crucial for unsupervised operation and Robotaxi deployment [1] - Tesla is optimizing the interface for Robotaxi, including new ride experience features, indicating a shift in focus towards operational readiness, safety validation, and infrastructure development [1] Robotaxi Safety and Market Potential - Data suggests that autonomous driving is safer than human driving in many situations, as human error is a major cause of accidents [1] - A 2024 study (Nature Communications) analyzing 2,100 autonomous vehicle accidents and 35,113 human-driven accidents found that autonomous vehicles have a lower accident rate in similar scenarios [1] - FSD systems use deep learning technology and data from millions of Tesla vehicles to learn how to handle various road conditions, processing information faster and without fatigue compared to human drivers [1] - The autonomous ride-hailing market is still in its early stages, with Waymo operating in only six cities and planning to increase its fleet to 2,500 vehicles by the end of 2025 [2] - Tesla's Cybercab aims to produce 2 million vehicles per year, and many existing Tesla owners will be able to upgrade their cars to Robotaxis via software updates, potentially creating a massive fleet [2] Robotaxi Challenges and Future Improvements - Robotaxi operations may be suspended in severe weather conditions, but Tesla is working on optimizing FSD models to handle rain, snow, and other adverse weather conditions [2] - While accidents involving Robotaxis may occur, the overall safety record is more important, and Tesla is prioritizing safety with features like safety drivers who can take control when needed [2] - Robotaxis have the potential to reduce traffic congestion by replacing private cars, especially in densely populated cities, and by dynamically allocating vehicles based on real-time demand [2]