Alphabet旗下无人驾驶技术公司Waymo当地时间7月17日宣布，当日起，其无人驾驶服务在美国得州奥 斯汀覆盖更多地区。 ...

Core Insights - Tesla has launched its Robotaxi service, utilizing modified Model Y vehicles with safety personnel, but initial performance has raised concerns due to safety issues [1][4][5] - The competition in the autonomous driving market is intensifying, with Tesla, Waymo, and local players like RoboTaxi vying for market share [3][17] - RoboTaxi has demonstrated faster global expansion and lower operational costs compared to Tesla's Robotaxi, positioning itself as a leader in the market [8][10][12] Group 1: Tesla's Robotaxi Launch - Tesla's Robotaxi service has been launched with modified Model Y vehicles, but has faced significant operational issues, including erratic driving behavior and safety concerns [1][4] - Despite the challenges, Elon Musk aims to scale the Robotaxi fleet to approximately 100,000 vehicles by next year, with plans for millions of private Tesla cars to join the fleet in the future [1][18] - The initial rollout of Tesla's Robotaxi is limited to specific areas and involves a controlled group of testers, which may not reflect broader public experiences [14][15] Group 2: Competitive Landscape - The competition in the autonomous driving sector is not only between companies but also reflects a broader geopolitical struggle between the US and China in AI and technology [3][19] - RoboTaxi has expanded its testing and operational footprint significantly, with plans to enter new markets in the Middle East and Europe, while also achieving a service volume of 11 million rides [9][10] - Waymo is also expanding its operations, targeting new cities in the US, while RoboTaxi has established a presence in 15 cities globally, indicating a competitive edge [5][8] Group 3: Cost and Safety Advantages - RoboTaxi's operational costs are significantly lower, with vehicle costs at $28,000 compared to Tesla's projected $30,000 for CyberCab, and Waymo's at $200,000 [10][13] - RoboTaxi has achieved a safety record of 170 million kilometers without major accidents, showcasing its capability in complex traffic environments [10][12] - The rapid growth of the Robotaxi market is projected, with estimates indicating a rise from $54 million in 2025 to $12 billion by 2030 in China, compared to a slower growth in the US market [10]

Group 1 - Waymo, a subsidiary of Alphabet, has applied for road testing permits in New York City, indicating a potential launch of services in the area [1] - Uber's stock decreased by 1.99% [1] - Lyft's stock decreased by 2.34% [1] Group 2 - Uber's current stock price is $83.07, with a market capitalization of $174.28 billion [3] - Lyft's current stock price is $14.60 [5]