Core Viewpoint - Tesla officially launched its Robotaxi service in Austin, Texas, on June 22, 2025, with a fixed fare of $4.2 per ride, marking a significant step in its long-term vision for autonomous ride-sharing [1][2]. Group 1: Launch Details - The initial rollout includes approximately 10 refreshed Model Y vehicles, with the anticipated Cybercab not yet available [1]. - The service is currently invitation-only, primarily for tech bloggers and Tesla investors, rather than being open to the general public [1][2]. - The Robotaxi service is not fully autonomous, as a safety driver is present in the passenger seat, and the operational area is limited to the southern part of Austin, running from 6 AM to midnight [2]. Group 2: Market Comparison - Compared to Baidu's "LuoBo Kuaipao" and Waymo's Robotaxi services, Tesla's offering does not present a groundbreaking advancement [2]. - Waymo has completed 10 million rides, while Baidu's service has surpassed 11 million rides as of May 2025, indicating strong competition in the market [2]. Group 3: Technological Advantages - Tesla's Robotaxi utilizes a vision-based, end-to-end model that avoids the high costs associated with lidar sensors, allowing for broader deployment in approved areas [3]. - Elon Musk has criticized other companies' reliance on high-definition maps, suggesting that Tesla's universal solution is more adaptable and scalable [3]. Group 4: Business Model and Profitability - Tesla envisions a business model combining elements of Airbnb and Uber, where it acts as a platform service provider, taking a commission from each Robotaxi ride while the majority of revenue goes to vehicle owners [3]. - For Tesla-owned vehicles, a model similar to Uber's will be implemented [3]. Group 5: Future Market Potential - The profitability of the Robotaxi service hinges on scaling, which is influenced by safety and regulatory approvals [4]. - The market for Robotaxi is expected to grow rapidly over the next decade, with projections indicating that by 2030, the market size in China could reach approximately 500 billion yuan, with a penetration rate exceeding 30% [4]. - Domestic Robotaxi fleet sizes are forecasted to reach 100,000 and 3 million vehicles by 2026 and 2030, respectively, with market share increasing from 0.2% to 75% in the shared mobility sector [4]. Group 6: Market Reaction - Despite the optimistic outlook for the Robotaxi service, the market reaction to Tesla's launch has been muted, with a slight pre-market increase of 0.86% in Tesla's stock price as of June 23, 2025 [4].

早在2016年，特斯拉CEO马斯克便首次提出了"特斯拉网络"的概念，即特斯拉车辆在车主不使用时可以 作为自动驾驶出租车运营。对于这项发展了近10年的项目，特斯拉Robotaxi正式上线表现显然过于低 调，并没有举办大规模的活动，马斯克仅在社交媒体上祝贺了特斯拉人工智能芯片和软件团队，并 称"这是大家十年来辛勤工作的成就"。 究其背后原因，笔者认为，此次特斯拉Robotaxi的运营仍有诸多限制，与大众想象中的无人驾驶出租车 也有较大出入。 首先，在首批Robotaxi的运营数量和车型种类上，特斯拉仅上线了10辆左右的焕新款Model Y，市场期 盼的Cybercab并未上线。 其次，首批特斯拉Robotaxi并未对外开放，而是采取邀请制试乘，受邀人员多为科技博主以及特斯拉投 资人等。 特斯拉Robotaxi业务离真"无人"运营仍有差距。 当地时间2025年6月22日，特斯拉在得克萨斯州奥斯汀正式推出无人驾驶出租车Robotaxi服务，每趟车 费暂定为固定的4.2美元。 当下，因为Robotaxi业务具有广阔的市场前景，全球各大头部企业加速抢滩商业化。5月下旬，Waymo 公司联合首席执行官Tekedra Maw ...