马斯克在X上发帖，祝贺特斯拉的软件和芯片设计团队，以及祝贺Robotaxi成功启动。马斯克表示，特斯拉的AI芯片和软件团队都是从零开始组建的，如 今的成功，是大家十年辛勤工作的结晶。 在马斯克提出Robotaxi计划9年后，特斯拉Robotaxi，终于在美国当地时间的6月22日正式落地接客了。 尽管关于特斯拉的无人驾驶出租车服务被炒作得沸沸扬扬，但已经有不少媒体预警过，说这次试运营的规模非常小，首批投放的车辆预计只有10到20辆， 车型为特斯拉Model Y，并非此前提到的CyberCab。 从此次实际的情况来看，与之前媒体所说透露的差别不大，比如乘车服务时间限制在早6点至午夜；仅在地理围栏限制的奥斯汀南部的一小部分区域运 营，该区域避开了城市中较为复杂的十字路口，全程大约30分钟；而且并非全无人，副驾配有安全员，可通过紧急停止按钮等装置对车辆进行必要干预。 当然，随着时间的推移，这种受限制的情况不会一直持续。此前马斯克曾表示特斯拉的Robotaxi服务计划在未来几个月内快速扩展到1000辆车，并向更多 区域扩张。预计到2026年底，美国将有超过100万辆自动驾驶特斯拉。 去年10月，特斯拉推出了CyberC ...

A Tesla robotaxi drives on the street along South Congress Avenue in Austin, Texas, on June 22, 2025Tesla was contacted by the National Highway Traffic Safety Administration on Monday after videos posted on social media showed the company's robotaxis driving in a chaotic manner on public roads in Austin, Texas.Elon Musk's electric vehicle maker debuted autonomous trips in Austin on Sunday, opening the service to a limited number of riders by invitation only.In videos shared widely on social media, one Tesla ...

ToplineThe initial rollout of Tesla’s “robotaxi” driverless vehicle cabs inspired a major rally for Elon Musk’s automaker, making the company’s CEO and top shareholder Musk, already the world’s wealthiest person Elon Musk, billions of dollars richer.Tesla stock surged following the initial rollout of its robotaxi program in Austin.© 2025 Bloomberg Finance LPKey FactsShares of Tesla shot up 9%, or $29, by late afternoon, registering a three-week high share price of more than $350. Musk, who owns 13% of Tesl ...

RT Warren Redlich - Chasing Dreams 🇺🇸 (@WR4NYGov)Important thought about Robotaxi that deserves more attention.Robotaxi will save a 100,000 lives a year soon, and eventually over a million a year. ...

Group 1 - Luo Yonghao clarified that he has not left the tech industry, stating that he was engaged in e-commerce from 2020 to 2021 due to contractual obligations, and has since been focused on R&D with his new company, Xihongxian [1] - He emphasized that the lack of public activity was due to the focus on development rather than a departure from the tech sector [1] Group 2 - He Yujun has completed the acquisition of Beijing Huanju Commercial Management Co., with the seller being Wang Sicong, son of Wanda Group's chairman Wang Jianlin [4] - The event was part of a product launch in Tai'an, Shandong, where He Yujun appeared as the chairman of Beijing Huanju and Xingjing Weiwang Group [2] Group 3 - Xiaomi responded to allegations regarding a sales representative disparaging other brands during a conversation about the Xiaomi YU7, confirming that the individual was not an employee and that the company prohibits such behavior [5] - The company urged consumers to verify information through official channels to avoid misinformation [5] Group 4 - Ningbo Dongfang University announced a tuition fee of 96,000 yuan per student per year for the 2025 academic year, along with a 2,000 yuan accommodation fee [6] Group 5 - Vipshop's Vice President Feng Jialu is under investigation for alleged corruption, with the company maintaining that business operations are normal and expressing zero tolerance for corrupt behavior [7] Group 6 - Apple has made its advertisement "The Parent Presentation" private after just one day of release, indicating a shift in its marketing strategy [8] Group 7 - Haier announced the establishment of Shanghai Zhaofu Intelligent Technology Co., focusing on L4 autonomous driving technology, with initial funding exceeding 3 billion yuan from Haier, Ant Group, and CATL [20][22] - The collaboration aims to enhance the safety and reliability of autonomous driving technology and promote its commercial application [22] Group 8 - Xiaopeng Huaitian appointed Du Chao as CFO and Vice President, aiming to strengthen financial management and investor relations [23] Group 9 - BYD refuted rumors regarding solid-state batteries being used in the Seal model, stating that such information is unverified and that the first model and specifications are not officially reported [24] Group 10 - Xiaomi officially announced the launch of the YU7 SUV on June 26, along with other products including the MIX Flip 2 and a new personal smart device [28]

Robotaxi Application - Tesla Robotaxi app 的快速浏览 [1] - 行业关注 Tesla Robotaxi 应用的潜在功能和用户体验 [1]

RT jimmah (@jamesdouma)Car ownership will evolve in a similar fashion to how landline phones changed with the coming of the cell phone. At first, few gave up landlines because cell phones weren’t a complete substitute. As cell phone networks improved in quality and ubiquity, the rationale for paying for an additional landline gradually went away and today relatively few people still have them. Businesses and older demographics are hanging on but it’s not mainstream. Similarly car ownership will continue wit ...

Whatever one feels about Tesla's controversial CEO, Elon Musk, one thing is clear: the EV company and its leader know how to sell a robotaxi vision. As a testament: Tesla doesn't have a single robotaxi on the road providing paid rides, years after Musk has promised multiple times that it's just around the corner. The closest glimpse of an unmanned Tesla on public roads only came on June 10 with a short clip on X that showed a black Model Y appearing to drive itself on Austin's road with another Tesla trail ...

A Tesla Cybertruck sits on a lot at a Tesla dealership on April 15, 2024 in Austin, Texas.Tesla shares slid more than 2% Tuesday after a report that the electric vehicle maker was halting production of Cybertruck and Model Y models for a week in Austin, Texas.The production stoppage begins June 30, Business Insider reported, citing a staff meeting where the announcement was made. The pause, which is for maintenance on production lines, would be the third such shutdown at the Austin facility in the past year ...

Core Insights - Tesla, Inc. and Rivian Automotive are key players in the electric vehicle (EV) market, with Tesla being an established leader and Rivian a newer entrant [1][2] Tesla Overview - Tesla has experienced its first annual delivery decline in 2024, with Q1 deliveries falling 13% year-over-year, particularly in Europe and China [7][10] - The company's automotive margins decreased to 11.3% from 15.5% in Q1 2024, indicating pressure on profitability due to lower volumes and aggressive discounting [7] - Tesla's U.S. EV market share has dropped below 50%, down from 63% in 2022, as competition from legacy automakers and new entrants increases [8] - Despite challenges in its core EV business, Tesla's Energy Generation and Storage division has shown significant growth, with energy storage deployments increasing at a 180% CAGR over the past three years [11] - The upcoming robotaxi event is a potential wild card for Tesla, but there are concerns regarding safety, regulation, and the complexity of full autonomy [12] Rivian Overview - Rivian delivered 8,640 vehicles in Q1 2025, a decrease from 13,588 units in the same period last year, and has revised its 2025 delivery forecast to 40,000-46,000 units [13][14] - The company is focusing on the R2 model, an affordable electric SUV priced around $45,000, aimed at broadening its market appeal and reducing production costs [14] - Rivian reported a positive gross margin of 17% in the latest quarter, aided by a partnership with Volkswagen for next-gen software and electrical architecture [15] - Operational improvements have led to a 29% reduction in Rivian's 2024 EBITDA loss to $2.7 billion, with expectations for further narrowing to $1.7–$1.9 billion in 2025 [16] - Cash burn remains a concern, with Rivian's cash balance decreasing to $4.7 billion and capital spending projected to rise to $1.9 billion this year [17] Investment Outlook - Both Tesla and Rivian currently hold a Zacks Rank 3 (Hold), indicating near-term uncertainty and a mixed risk-reward profile [18] - Tesla's core EV business is slowing, and high expectations around self-driving technology may take longer to materialize, making its risk-reward less compelling [19] - Rivian presents a higher-risk, higher-reward scenario, with its path to profitability hinging on the successful execution of the R2 SUV launch [20] - Patience is required for investors in both stocks, but Rivian may offer more future potential and valuation reset opportunities [21]