Tesla(US:TSLA) 汽车商业评论·2025-12-18 23:05Core Viewpoint - The article discusses the competitive landscape of the autonomous driving industry, focusing on the significant developments from Waymo and Tesla, highlighting their strategies, advancements, and the challenges they face in achieving fully autonomous driving [4][5]. Group 1: Waymo's Developments - Waymo is in talks for a new funding round led by its parent company, Alphabet, aiming to raise between $15 billion to $20 billion, which would increase its valuation to over $100 billion, doubling from $45 billion in October 2024 [8]. - Waymo has expanded its service area significantly, covering approximately 260 square miles in Silicon Valley and becoming the first company to offer paid autonomous driving services on highways without a driver [16][21]. - The company has completed 127 million miles of fully autonomous passenger miles, achieving a 90% reduction in severe accidents and a 92% reduction in pedestrian injuries compared to human drivers [19][21]. Group 2: Tesla's Strategy - Tesla is attempting to leverage its unique vision-based Full Self-Driving (FSD) system and extensive data from mass-produced vehicles to catch up with Waymo [22]. - The company has launched a taxi network in Austin, where vehicles are monitored by a safety operator, marking a significant step towards fully autonomous operations [22][30]. - As of October 2025, over 2 million Tesla vehicles are equipped with the FSD beta, generating vast amounts of road scene data daily [28]. Group 3: Challenges Faced - Both Waymo and Tesla face ongoing challenges related to technology maturity, safety performance, and regulatory compliance [32]. - Waymo has encountered operational difficulties, such as traffic congestion caused by its vehicles in San Francisco, highlighting the complexities of real-world scenarios [33][37]. - Tesla's FSD software has faced scrutiny due to incidents of traffic violations and accidents, with seven collisions reported in Austin as of mid-October 2025, despite the presence of human safety operators [40][41]. Group 4: Regulatory Environment - Tesla is under strict scrutiny from state and federal regulators, which poses risks to its business model, especially as it aims to launch fully autonomous taxi services [44]. - The California DMV has mandated Tesla to change the name of its "Autopilot" system to clarify its nature as an advanced driver assistance system, with a deadline for compliance [44]. Group 5: Future Outlook - The future of autonomous driving may hinge on the safety data generated by Tesla's autonomous taxi operations, suggesting that superior safety metrics could determine market leadership [45].