马斯克的后悔速度，远超Robotaxi的商业化首测

Core Viewpoint - Elon Musk has softened his stance towards Donald Trump, indicating a desire to repair their relationship, likely driven by business interests [5][7]. Group 1: Tesla's Robotaxi Initiative - Tesla's Robotaxi project, referred to as "Project Rodeo," is set to begin trial operations on June 22, 2025, with an initial fleet of 10-20 Model Y autonomous taxis [8]. - The project aims to expand to approximately 1,000 vehicles in the coming months, targeting cities like San Francisco and San Antonio [8]. - The Robotaxi initiative represents a significant test of Tesla's long-term autonomous driving strategy, with a focus on system safety, regulatory attitudes, and remote supervision mechanisms [12]. Group 2: Competitive Landscape - Tesla faces increasing competition from Chinese electric vehicle manufacturers such as BYD, Xpeng, and Leap Motor, which are launching cost-effective models with urban and highway capabilities [14][15]. - Chinese companies are rapidly advancing in autonomous driving technology, with Huawei and others entering the market and showcasing L3-level autonomous driving developments [18]. - The cost of sensors in China is significantly lower than in Europe and the U.S., with an average reduction of 40% for cameras, radars, and ultrasonic sensors, and 20% for LiDAR, allowing local manufacturers to penetrate the market aggressively [20]. Group 3: Market Dynamics - Tesla's global sales have been declining, prompting Musk to reassess his business strategy amidst rising tensions with the Trump administration [15]. - The shift in focus towards the Robotaxi concept is critical for Tesla, as it now serves as a core support for its market valuation of approximately $1 trillion [16]. - The competitive pressure from Chinese automakers is intensifying, particularly in the autonomous driving sector, where Tesla is being challenged by companies it previously outperformed [22].