Tesla(US:TSLA) 大鱼聊电动·2025-11-28 09:12FSD and Regulatory Landscape - Tesla's FSD (Supervised) has launched in Europe, specifically in Italy, France, and Germany, but with a supervised demo drive experience where Tesla employees drive and users ride along [1] - This approach in Europe is seen as a roadshow to demonstrate FSD's capabilities in complex European roads to regulators, contrasting with North America where users have more direct access to FSD beta versions [1] - The strategy in North America involves a "data-driven" approach, providing free FSD trials to HW4 hardware users to gather high-quality data and edge cases to improve the end-to-end model [1] - The European approach is a public relations strategy to influence regulators and consumers by showcasing FSD's ability to handle challenging scenarios like roundabouts and narrow roads [1] Production and Market Expansion - Tesla Cybertruck deliveries have commenced in Seoul, South Korea, marking its first expansion beyond North America (US, Canada, Mexico) [1] - The Cybertruck in South Korea is priced at 145 million South Korean won, approximately $104 thousand USD, and is seen as a symbol of status for tech and camping enthusiasts [1] - Tesla is conducting validation testing in New Hampshire using Lidar-equipped vehicles to validate its pure vision approach in cold and snowy conditions, preparing FSD and Robotaxi for all-weather operation [1] - Model 3 has been awarded the "Best Car of the Year" for 2025 in New Zealand by DRIVEN Car Guide AA Insurance, regardless of energy type, highlighting its mass-market appeal [1] - Model Y Performance orders are starting to receive VINs (Vehicle Identification Numbers) in the US, indicating imminent deliveries [1] Waymo Data Analysis and Cybercab Implications - Waymo's operational data from California Public Utilities Commission (CPUC) reveals that 71% of its Robotaxi trips have only one passenger, 15% have two passengers, and less than 9% have three or more passengers [2] - This data suggests that Waymo's use of five-seater SUVs results in "transporting air" for most trips, which is economically and physically inefficient [2] - Tesla's Cybercab, a two-seater Robotaxi, is presented as a more efficient solution for the majority of trips requiring only one or two passengers [2] - A Toyota Connected Europe product designer acknowledged that Tesla's Cybercab design aligns with the data, suggesting that even the Cybercab's 50 kWh battery might be oversized for most trips [2] - The analysis suggests a future Robotaxi network with Cybercabs handling 90% of single/dual-passenger trips and Model 3/Y handling the remaining 10% of larger group trips [2]