Tesla(US:TSLA) 量子位·2025-12-26 04:24Core Viewpoint - Tesla's FSD v14 has been recognized as the first AI to pass the "physical Turing test," showcasing significant advancements in autonomous driving technology [1][7]. Group 1: User Experience and Feedback - Jim Fan, NVIDIA's robotics head, expressed astonishment at the FSD v14 experience, stating it felt indistinguishable from a human driver [3][4]. - User feedback on FSD v14 has been overwhelmingly positive, with many Tesla owners reporting an addictive quality to the technology [6][10]. - Specific user experiences highlight FSD's improved decision-making, such as effectively reading parking signs and executing lane changes decisively [11][12][26]. Group 2: Technical Enhancements - The FSD v14.2.2 update includes significant upgrades to the neural network's visual encoder, enhancing perception and understanding capabilities [32]. - New features allow for better recognition of emergency vehicles and dynamic navigation adjustments in response to real-time traffic conditions [35][37]. - The update introduces two new driving modes, SLOTH and MADMAX, which cater to different driving styles and preferences [44]. Group 3: Competitive Landscape - Tesla's Robotaxi service is still in its early stages, with approximately 30 vehicles deployed in Austin, compared to Waymo's nearly 200 vehicles in the same area [42]. - Waymo leads in market presence and operational scale, with over 2,500 vehicles across multiple cities and a significant number of weekly paid rides [43][47]. - Despite the current gap, Tesla's FSD improvements and growing user interest indicate a potential for accelerated growth in the Robotaxi market [53][54]. Group 4: Future Outlook - Elon Musk has set ambitious goals for Tesla's Robotaxi service, aiming for full autonomy without safety monitors, which appears to be progressing with the latest FSD updates [29][30]. - The ongoing competition between Tesla and Waymo highlights differing technological approaches, with Tesla focusing on a neural network model while Waymo relies on a modular system [63]. - The future of autonomous driving technology will likely influence consumer purchasing decisions, making it a critical area for both companies [69].