特斯拉 3.7 倍「圍城」Waymo?別高興太早!揭秘奧斯汀 Robotaxi 的「面子」與「裡子」#特斯拉 #Tesla #Waymo #Robotaxi #FSD #自動駕駛 #馬斯克 #奧斯汀
Competitive Landscape - Tesla's service area in Austin expanded by 44% [1] - Tesla's service area is 370% (3.7 times) of Waymo's [1] - Waymo's vehicle fleet size in Austin is 300%-400% (3 to 4 times) of Tesla's [1] Business Strategy - Waymo employs a "deep cultivation" strategy, focusing on a small area with a large fleet to maximize data collection and prove reliability and profitability [1] - Tesla adopts a "sky net" strategy, aiming for rapid expansion and validation of FSD's generalization ability across a wide area [1] Technology - Waymo relies on expensive LiDAR-equipped vehicles and high-precision maps [1] - Tesla uses a pure vision approach, based on the principle that if humans can drive, AI can also drive [1]