Tesla(US:TSLA) 大鱼聊电动·2025-08-07 04:23Robotaxi Market & Competition - Tesla aims to deploy over 100 autonomous Model Y vehicles as part of its Robotaxi service in the Bay Area to collect data and optimize its FSD system [1] - Tesla is actively communicating with California regulators to obtain unmanned driving permits, aiming to expand Robotaxi services to more US cities by the end of 2025 [1] - Uber's CEO views Tesla as both a potential competitor and partner in the trillion-dollar Robotaxi market, believing the market is large enough to accommodate multiple players [1] - Waymo released its sixth-generation Robotaxi hardware, featuring 13 cameras, 4 Lidar units (capable of measuring distances up to 500 meters), and 6 radar units, integrated into Zeekr RT electric MPVs [2] - Zoox received certification from the NHTSA to operate its vehicles for demonstration purposes, marking the first such approval and allowing operation without full compliance with federal motor vehicle safety standards [2] Technological Advancements - Tesla's FSD is expected to receive a major update in September, increasing the model's parameter size by 10 times to enhance its visual processing capabilities [2] - Waymo's new hardware suite includes external audio receivers (EARs) to detect surrounding sounds like sirens or horns [2] Strategic Positioning - Uber focuses on building a super platform for autonomous driving technology, aiming to integrate the best technologies without manufacturing vehicles [1] - Tesla pursues full-stack control, managing hardware, software, and data internally to create the safest and most advanced autonomous driving experience [1] Industry Outlook - The Robotaxi industry is seeing increased competition and collaboration, with companies like Ford, Volkswagen, and Toyota forming alliances to gain market share [1] - The development of autonomous driving technology is expected to improve road safety by reducing accident rates [1]