Tesla(US:TSLA) 大鱼聊电动·2025-09-25 04:06Robotaxi Market & Competition - Waymo is adopting a more conservative B2B approach by offering services to businesses, universities, and events, contrasting with Tesla's ambition for general autonomous driving [1] - Lucid has partnered with Nuro and Uber to create a Robotaxi, raising concerns about coordination and responsibility among the three companies [1] - Tesla is actively testing its Robotaxi technology in Texas, demonstrating real-world validation of its autonomous driving system [1] - The Robotaxi market's expansion validates Tesla's long-term vision, with new entrants potentially accelerating the acceptance of autonomous driving [1] Tesla's Operational Updates - Tesla has introduced a "Live Activity" feature in its iPhone app for service updates, enhancing customer experience through real-time progress tracking [1] - Tesla's vertically integrated system allows for rapid iteration and optimization of user experience, setting it apart from traditional car manufacturers [1][2] Traditional Automakers' Electric Vehicle Strategies - Honda has discontinued its Acura ZDX electric SUV after one year, signaling potential challenges with outsourced EV manufacturing [2] - Porsche is reverting to hybrid and gasoline versions for its flagship SUV, projecting a €18 billion (approximately $19.4 billion USD) loss in operating profit and a €51 billion (approximately $55 billion USD) impact on Volkswagen Group [2] - Bentley has abandoned its 2030 full electrification goal, citing insufficient customer demand for luxury EVs [2] - Traditional automakers face challenges in profitably producing EVs due to reliance on gasoline car profits and difficulties in overcoming legacy systems [2]