Tesla(US:TSLA) 大鱼聊电动·2025-10-28 06:39Autonomous Driving Technology - Waymo's reliance on Lidar and high-precision maps is effective in ideal conditions but struggles in adverse weather like snow, requiring extensive re-calibration for each new environment [1] - Tesla's FSD learns from real-world human driving data, adapting to various conditions including snow, leveraging a massive fleet of millions of vehicles globally [1] - Waymo's approach of solving specific routes contrasts with Tesla's goal of addressing all roads, highlighting different scalability and adaptability strategies [1] Competitive Analysis - Waymo's limited test vehicle fleet (hundreds) compared to Tesla's millions of vehicles gives Tesla a significant advantage in data acquisition and real-world learning [1] - The report suggests Waymo faces challenges in achieving scalability due to the high cost of adapting to new cities and weather conditions [1] - The analysis implies Tesla's data-driven approach provides a more robust and scalable solution for autonomous driving compared to Waymo's reliance on pre-mapped environments [1]