Tesla(US:TSLA) 大鱼聊电动·2025-09-11 10:32Industry Competition & Strategy - The Robotaxi industry faces intense competition, exemplified by Waymo's struggle to secure operational permits at San Jose Airport [1] - Musk employs an indirect strategy, deploying Robotaxi fleets with safety drivers to establish an operational network [1] - Musk's approach bypasses the need for immediate regulatory approval, focusing on building infrastructure before full FSD technology deployment [1] Technological Development & Deployment - Waymo adopts a direct approach, meticulously mapping areas and obtaining operational permits [1] - Musk aims to leverage FSD technology to transform the initial fleet into fully autonomous Robotaxis [1] Regulatory Landscape & Market Entry - The ambiguity between traditional ride-hailing services and Robotaxis creates challenges for regulators [1] - Securing operational permits, as demonstrated by Waymo's experience, is a time-consuming and challenging process [1]