Tesla(US:TSLA) 财富FORTUNE·2025-07-27 13:03Core Viewpoint - The article discusses the challenges and risks associated with Tesla's autonomous taxi service, highlighting the need for improved software reliability and transparency in data sharing to gain public trust [1][10][11]. Group 1: Tesla's Autonomous Taxi Service - Elon Musk expanded the autonomous taxi service in Austin just three weeks after its launch, but issues arose when a Tesla failed to recognize an approaching train, indicating software problems that need addressing [1]. - Current deployment includes only about 10 vehicles, leading to long wait times of up to 20 minutes, which raises concerns about the service's scalability [1]. - Elias Martinez, an early beta tester, noted that while Tesla's software has improved over four years, it is still not ready to support Musk's ambitious goal of scaling to 10,000 vehicles immediately [1][6]. Group 2: Data Collection and Analysis - Martinez leads a crowdsourced project called "FSD Community Tracker," which collects and analyzes data on Tesla's autonomous driving technology, praised by industry executives as a benchmark [2][3]. - The tracker shows that even the latest FSD version experiences a serious disengagement every 340 miles (approximately 547 kilometers), contradicting Musk's claims about the technology's reliability [3][11]. - There is skepticism that Tesla is prioritizing rapid deployment over refining core technology, especially given the recent decline in electric vehicle demand [4][6]. Group 3: Public Trust and Transparency - The article emphasizes the importance of transparency in data sharing to build public trust, as Tesla has been criticized for not disclosing comprehensive safety data [10][11]. - Martinez argues that data related to autonomous vehicle performance should not be treated as proprietary, especially since these vehicles operate on public roads [11]. - Musk's approach of only releasing limited collision statistics raises concerns about the reliability of the data and the company's commitment to safety [11][12]. Group 4: Market Perception and Future Outlook - The expansion of the service appears to be more of a public relations move rather than a substantial operational improvement, as the number of operational vehicles and the presence of human safety operators remain unchanged [13]. - Speculation on platforms like Polymarket indicates a significant drop in confidence regarding Tesla's ability to provide fully functional autonomous taxi services by the end of the year, from 86% to 42% [14]. - Martinez warns that rushing to expand the service without adequate safety measures could endanger passengers, highlighting the inherent risks of autonomous driving technology [14].