Tesla(US:TSLA) 大鱼聊电动·2025-08-20 05:33Market Trends & Industry Dynamics - Tesla has begun testing FSD (Supervised) in Japan, a market known for its complex traffic conditions, signaling a potential breakthrough in autonomous driving technology in challenging environments [1] - The deployment of FSD in new countries allows Tesla's neural network to absorb local driving data, enhancing its intelligence and adaptability to diverse driving cultures and scenarios [1] - Ark Invest's analysis suggests Tesla is poised to surpass Waymo in the Robotaxi sector, outlining Tesla's development roadmap with a focus on production capacity and cost efficiency [1] Investment Opportunities & Competitive Advantages - Tesla's vertical integration provides a significant advantage in scaling Robotaxi fleets, with potential Cybercab production reaching 2 million to 4 million units annually [1] - Tesla's estimated Cybercab cost is projected to be below $0.2 per mile, significantly lower than Waymo's sixth-generation vehicle cost, driven by dedicated design and a pure vision approach [1] - Tesla's FSD fleet collects 40 times more real-world driving data daily than Waymo, with a potential increase to 900 times more when considering all Tesla vehicles using shadow mode, enhancing the AI's generalization capabilities [1] Potential Risks & Challenges - Regulatory approvals in regions like Japan, New York, and California could pose challenges to Tesla's Robotaxi expansion [1] - The Verge raises concerns about regulatory scrutiny regarding Tesla's FSD deployment in Japan, highlighting the strictness of Japanese government approvals for autonomous driving [1]