Tesla(US:TSLA) 第一财经·2025-06-23 08:26Core Viewpoint - Tesla has launched its robotaxi service in Austin, Texas, marking a significant step in its long-promised autonomous driving capabilities, with the first batch of 10 Model Y vehicles deployed for paid passenger rides [1][2]. Group 1: Tesla's Robotaxi Launch - The initial rollout includes approximately 10 Model Y vehicles equipped with the Full Self-Driving (FSD Unsupervised) version, monitored remotely by Tesla employees without human drivers present [1]. - Elon Musk described this launch as the culmination of ten years of effort, emphasizing the internal development of Tesla's AI chips and software [1]. Group 2: Comparison with Competitors - Waymo, a subsidiary of Google, is currently the only company in the U.S. offering fully commercialized autonomous taxi services, having achieved 10 million rides in May, averaging 250,000 paid rides per week [2]. - Tesla's strategy for autonomous taxis is more ambitious than Waymo's, relying on camera-based systems and computer vision rather than expensive sensors like LiDAR [2]. Group 3: Market Potential and Challenges - Analyst Dan Ives from Wedbush believes that the introduction of robotaxis could lead to a "golden age" for Tesla's autonomous driving, projecting the company's market value could exceed $2 trillion by the end of next year [2]. - Despite the potential, the path for Tesla's autonomous driving development is fraught with challenges, particularly from legal regulations, as new laws are set to be introduced in Texas [3]. - The industry defines autonomous vehicles as having at least "Level 4" capabilities for full driverless operation under specific conditions, with "Level 5" being the highest level, allowing for autonomous driving in all conditions [3].