克拉夫奇克 凤凰网科技讯 北京时间8月18日，据《商业内幕》报道，自动驾驶出租车公司Waymo前CEO约翰·克拉夫奇克(John Krafcik)对于特斯拉自动驾驶出租车 (Robotaxi)持怀疑态度，认为它并非是真正的自动驾驶出租车。 克拉夫奇克在2015年至2021年担任Waymo CEO，一手把Waymo从研究项目打造成了商业化自动驾驶网约车业务。他目前在特斯拉对手Rivian的董事会任 职。 今年7月，在启动Robotaxi试点大约一个月后，特斯拉在旧金山湾区推出了网约车服务。由于特斯拉尚未申请在加州测试和部署完全无人驾驶出租车的许 可，目前仍需要一名人类安全员坐在方向盘后面监控。 克拉夫奇克对此表示，如果只是提供网约车服务，那么特斯拉做到了。"如果他们是想重现当今湾区的Uber体验，看起来他们确实做到了。"他在发给《商业 内幕》的邮件中说。 克拉夫奇克还表示，他无意体验特斯拉自动驾驶出租车。 不过，Waymo在2017年开始推出其自动驾驶出租车时与特斯拉的做法有一些相似之处。当时，Waymo在亚利桑那州启动了所谓的"早期乘客计划"，允许一 小部分人试用其服务。车内配有安全驾驶员，而乘客则被暂时要求 ...

Group 1 - Tesla's Robotaxi service in Austin will open to the public in September, having received necessary permits to operate as a licensed transportation network company until August 2026 [2] - Li Auto's legal department emphasized that any malicious actions against its owners will face legal consequences, following a response from Douyin regarding the handling of inappropriate content related to Li Auto [2] - The new Lantu Zhiyin vehicle, equipped with Huawei's advanced driving system and HarmonyOS, has a starting pre-sale price of 220,000 yuan [2] Group 2 - The Sea Gull Flying Car Group's headquarters project has commenced in Suzhou, with a total investment of approximately 1 billion yuan, focusing on the development and production of flying cars and related technologies [4] - The project aims to produce 3,000 flying vehicles annually, with an expected annual sales revenue of 800 million yuan upon reaching full production capacity [4]

Core Viewpoint - Tesla's autonomous taxi (Robotaxi) testing in Austin, Texas has encountered multiple traffic issues and driving errors, raising concerns about the company's financial outlook tied to its autonomous driving technology [1][2]. Group 1: Testing Issues - The autonomous taxi has faced problems such as entering the wrong lane, dropping off passengers in the middle of multi-lane roads, sudden braking, speeding, and hitting curbs [2]. - In one incident, a Tesla taxi entered oncoming traffic and remained there for about 6 seconds, failing to make a left turn as indicated by its turn signal [2]. - Another incident involved the vehicle suddenly braking without apparent obstacles, causing passengers to lurch forward [2]. Group 2: Regulatory and Expert Reactions - The Carnegie Mellon University expert Philip Koopman expressed surprise at the number of driving issues reported so early in the testing phase [3]. - Austin city officials are aware of the reported issues and are collaborating with Tesla to address potential legal or safety concerns [3]. Group 3: Safety Context - Despite the reported issues, no traffic accidents have occurred during the testing, with some experts suggesting that the vehicle's performance may be better than that of average drivers [4]. - Other companies, such as Waymo and Cruise, have also faced similar challenges in autonomous vehicle operations, including traffic incidents and compliance issues with law enforcement [4].

Core Viewpoint - Tesla's Robotaxi service has officially launched in Austin, Texas, with the first batch of Model Y vehicles, although the initial performance has raised concerns about safety and operational limitations [1][2]. Group 1: Industry Competition - The global autonomous driving industry is now dominated by three major players: Tesla, Waymo, and RoboTaxi, with competition intensifying across borders [3][4]. - RoboTaxi has successfully launched in 15 cities globally and has completed over 11 million rides, outperforming Waymo's 10 million rides, despite facing skepticism from some users [3][4]. - Tesla aims to deploy over 100,000 Robotaxis by the end of next year, while Waymo plans to double its production capacity by the end of 2026 [4][5]. Group 2: Safety and Technology - RoboTaxi and Waymo have demonstrated superior safety records, with accident rates significantly lower than human drivers, while Tesla's reliance on a pure vision-based system may expose it to risks in adverse weather conditions [6][8]. - RoboTaxi's vehicle cost is approximately $28,000, significantly lower than Waymo's $200,000, which gives it a competitive edge in terms of operational costs [8]. Group 3: Market Potential and Regulatory Environment - The global Robotaxi market is projected to reach RMB 834.9 billion by 2030, with China expected to become the largest market, accounting for about 58.5% of the global autonomous driving service market [9][12]. - Regulatory environments in the U.S. are more favorable for Robotaxi operations compared to China, where strict regulations limit operational hours and areas for autonomous vehicles [13][14]. Group 4: Future Outlook - The competition among the three major players is not just a corporate battle but also a reflection of the technological and economic rivalry between China and the U.S. [14]. - There is a call for greater public acceptance and regulatory support to facilitate the growth of the Robotaxi market, emphasizing the need for patience and understanding towards local innovations [12][14].

Core Viewpoint - Tesla has officially launched its "Robotaxi" service, which differs from previous claims of fully autonomous driving by requiring a safety supervisor in the front seat and imposing strict operational limitations on service hours and geographic areas [1][3][4]. Group 1: Service Launch Details - The initial fleet consists of approximately 10 Model Y vehicles, operating from 6 AM to midnight within a designated geographic area [3][4]. - The service was initially scheduled to start at 6 AM but was delayed to 12 PM on June 22 [1]. - The service will charge a flat fee of $4.20 per ride, as stated by Elon Musk [3]. Group 2: Operational Limitations - The Robotaxi service is currently in a testing phase, available only to invited users who must download an app and agree to user terms before booking rides [5][6]. - The app indicates that the service operates only within a specific geographic area, avoiding complex intersections and airports, and may be suspended during adverse weather conditions [6]. - A safety supervisor is required in the front seat, along with a remote operator available for intervention if issues arise [6]. Group 3: Regulatory Environment - Texas lawmakers have urged Tesla to postpone the Robotaxi service until September, when new laws regarding autonomous vehicles will take effect [12]. - The state now requires a license for operating autonomous vehicles, and the National Highway Traffic Safety Administration (NHTSA) is investigating Tesla's claims about its autonomous driving capabilities [12]. - Unlike Tesla, Waymo has conducted extensive testing, including a year-long phase with and without safety drivers, and is currently offering fully autonomous ride-hailing services in cities like San Francisco [12]. Group 4: User Experience - Videos of the Robotaxi experience show that vehicles can pick up passengers from parking lots, with external lights flashing to help passengers locate the car [8]. - During the ride, a rear screen displays estimated travel time and arrival time [8]. - After reaching the destination, passengers can rate their experience and decide whether to leave a tip [11].

Group 1 - Musk announced that Starlink has received approval from Saudi Arabia for maritime and aviation operations, marking its entry into a significant telecommunications market in the Middle East [2] - Microsoft plans to lay off approximately 3% of its workforce, affecting around 6,000 employees, as part of an effort to streamline management levels and improve operational efficiency [3] - Nvidia's CEO Huang Renxun announced a chip supply agreement with Saudi Arabia's Public Investment Fund for the AI company Humain, which includes the construction of a data center with a capacity of up to 500 megawatts [4] Group 2 - Google has launched an "AI Future Fund" aimed at investing in promising AI startups, providing them access to exclusive AI models and Google Cloud resources, although the fund's size has not been disclosed [5] - OpenAI's restructuring plan has received formal support from SoftBank, which is crucial for the advancement of OpenAI's transition to a for-profit model while maintaining its non-profit structure [6]