试运营目前覆盖的范围限定在奥斯汀中南部约77.7平方公里的地理围栏区域内，仅限特斯拉员工及受邀用户试乘，并未全面向公众开放，每趟行程收取4.2美 元固定费用。此外，为了保障安全，每辆车的副驾驶位置均配备一名安全监控员。马斯克对此强调道，当前奥斯汀试点的安全员配置只是过渡措施，最终其 Robotaxi将实现完全无人驾驶。按照特斯拉的规划，接下来几个月，其Robotaxi车队规模将迅速扩大，有望扩充至1000辆。到2026年，特斯拉还将推出专门 打造的Robotaxi车型——Cybercab，该车取消了方向盘和脚踏板，自动驾驶属性进一步凸显。 per and and and and th 当地时间2025年6月22日，特斯拉在美国得州奥斯汀正式推出自动驾驶出租车Robotaxi服务，这意味着特斯拉在Robotaxi领域正式开启商业化新阶段。 随着通用汽车旗下自动驾驶公司Cruise正式退出Robotaxi市场、并将重心转向高阶自动驾驶，以及特斯拉Robotaxi正式开跑，北美Robotaxi市场格局生变，主 要"玩家"还是3个，分别是特斯拉、谷歌旗下自动驾驶公司Waymo以及亚马逊旗下自动驾驶公司Zoox。近来， ...

Core Viewpoint - Tesla's market value surged by $400 billion following a significant increase in stock price due to strong market expectations for the launch of its fully autonomous Robotaxi service in Austin, Texas on June 12 [1] Group 1: Technological Advancements - Tesla's Robotaxi service is built on a decade of development in its Full Self-Driving (FSD) system, featuring the new HW5.0 hardware platform that enhances computing power to 1.1 EFLOPS, a fivefold increase from the previous generation [2] - The Model Y, equipped with this platform, achieved a "zero-accident" record over 24,000 kilometers of real-world testing in Austin, utilizing a combination of four 4D millimeter-wave radars and twelve high-definition cameras for complex scenario recognition [2] - Tesla's unique "shadow mode" data collection strategy allows nearly 7 million Tesla vehicles to gather road condition data, providing over 16 million kilometers of "virtual driving mileage" daily, giving Tesla a significant edge in end-to-end model training [2] Group 2: Market Potential - Goldman Sachs predicts that by 2028, at least 15% of daily travel decisions will be made by autonomous driving systems, with Tesla's Robotaxi expected to generate revenue exceeding its vehicle sales by 2027 through a pay-per-mile model charging $0.5 per kilometer [2] - Tesla aims to produce a dedicated model, Cybercab, without a steering wheel or pedals by 2026, targeting a cost of $30,000 per unit to lower operational barriers [2] - The potential transformation from a $1.4 trillion electric vehicle manufacturer to a $28.1 trillion autonomous driving service provider highlights the significant market opportunity for Tesla [2] Group 3: Challenges Ahead - Despite technological leadership, Tesla's Robotaxi faces challenges including high operational costs, with competitors like Waymo incurring $100,000 to $200,000 per vehicle in modification costs, while Tesla aims to reduce this to one-third of traditional costs [3] - Regulatory hurdles exist, as the National Highway Traffic Safety Administration (NHTSA) reported a 45% increase in accident reports involving FSD, and current laws classify Robotaxi as Level 2 driving assistance, complicating liability issues [3] - Public trust remains a significant barrier, with 66% of Americans expressing fear of autonomous driving, and incidents of vandalism against autonomous vehicles highlighting societal concerns [4]