Tesla(US:TSLA) 36氪·2025-06-26 10:15Core Viewpoint - The article discusses the long-awaited launch of Tesla's Robotaxi service, highlighting the cautious rollout and the mixed reactions from the market and analysts regarding its future potential [4][32][41]. Summary by Sections Robotaxi Launch - Tesla's Robotaxi service was finally launched on June 22, 2025, with only 10 to 20 vehicles operating in a limited area of Austin, Texas, despite earlier promises of a fleet of one million [5][41]. - The service charges a fixed fee of $4.20 per ride, and each vehicle has a Tesla employee in the front seat to monitor the ride [5][9]. Market Reaction - Following the launch, Tesla's stock price surged by 9%, and Elon Musk's net worth increased by $15 billion, reflecting positive market sentiment despite the limited rollout [6][34]. - Many early users of the Robotaxi service expressed excitement and satisfaction with their experiences, indicating strong support from Tesla's fanbase [36][18]. User Experience - Users reported a smooth ride experience, with the Robotaxi successfully navigating various driving scenarios, although there were moments of hesitation at intersections [19][25]. - The app for booking rides is separate from Tesla's regular app, and the service area covers approximately 104 square kilometers, which is smaller than that of competitors like Waymo [10][13][41]. Competitive Landscape - Tesla's Robotaxi faces significant competition from Waymo, which operates over 250,000 rides weekly and has been in service since 2018 [41][44]. - The technology paths differ, with Waymo utilizing a combination of LiDAR and cameras, while Tesla relies solely on a vision-based system, which has been controversial [44]. Regulatory Challenges - The launch of Robotaxi has prompted Texas lawmakers to establish regulations for autonomous vehicle operations, requiring companies to obtain state licenses [46]. - Experts suggest that even if the initial pilot in Austin is successful, widespread deployment in other cities may take years or even decades [46]. Future Outlook - Despite the cautious start, Musk continues to promote the vision of Robotaxi as a transformative service, akin to "Airbnb on wheels," but significant challenges remain in scaling the fleet and achieving full autonomy [49][41].