1.【特斯拉获批得州网约车牌照，为Robotaxi运营铺平道路】8月9日，特斯拉已在得克萨斯州获得 网约车牌照，为这家电动汽车制造商根据该州自动驾驶汽车新规运营其自动驾驶出租车服务铺平道 路。Tesla Robotaxi LLC现已被得州许可和监管部门列入持牌交通网络公司，加入Uber Technologies Inc.、Lyft Inc.等公司的行列。这项牌照已成必需，因为该州9月1日生效的新法对自 动驾驶网约车实施的监管与人类司机驾驶网约车等同。（界面新闻） 2.【吉利银河A7正式上市，8.18万元起售】吉利银河A7正式上市，为吉利百万银河体系下的又一战 略车型。限时指导价8.18万元起，共推出7个版型，覆盖70km与150km两种续航版本。新车基于 GEA全球智能新能源架构打造，首发搭载雷神AI电混2.0、银河Flyme Auto智能座舱、千里浩瀚辅助 驾驶H3方案，提供2L级馈电油耗、超2100km综合续航与同级最大2845mm轴距等越级产品力。 （钛度车库） 3.【智己LS6海外版IM6尼泊尔上市】8月9日，据智己汽车消息，智己LS6海外版IM6近日在加德满 都上市，售价为7,499,000尼泊尔卢 ...

Core Points - Tesla Robotaxi has been granted a permit to operate a ride-hailing service with autonomous vehicles in Texas as part of a new state law regulating driverless vehicle services [1][2] - The permit allows Tesla to use automated motor vehicles for commercial ride-hailing but does not classify them as fully autonomous vehicles [2][3] - The new state bill, SB 2807, establishes a legal framework for autonomous vehicle services and requires companies to seek authorization from the DMV for driverless vehicle classification [4][5] Regulatory Framework - The Texas Department of Licensing & Regulation (TDLR) issued the permit, which is valid for one year [2] - The new law requires compliance with federal motor vehicle safety standards and mandates that vehicles be equipped with data recording devices [5] - The TDLR focuses on regulating ride-hailing services, while the DMV handles the classification of autonomous vehicles [5] Industry Context - The Texas market is becoming a competitive ground for robotaxi services, attracting technology companies like Waymo due to its less stringent regulations compared to California [10] - Prior to the permit issuance, some lawmakers urged Tesla to delay the launch of its robotaxi service until the new law took effect [9] - In California, Tesla has been operating a ride-hailing service with a human safety monitor while awaiting regulatory approval for its robotaxi [11]

In an aerial view, the Tesla headquarters is seen in Austin, Texas, on July 24, 2025.Tesla has been granted a permit to run a ride-hailing business in Texas, allowing the electric vehicle maker to compete against companies including Uber and Lyft.Tesla Robotaxi LLC is licensed to operate a "transportation network company" until August 6, 2026, according to a listing on the website of the Texas Department of Licensing and Regulation, or TDLR. The permit was issued this week.Elon Musk's EV company has been ru ...

Tesla's vice president of hardware design engineering, Pete Bannon, is leaving the company after first joining in 2016 from Apple, CNBC has confirmed.Bannon was leading the development of Tesla's Dojo supercomputer and reported directly to Musk. Bloomberg first reported on Bannon's departure, and added that Musk ordered his team to shut down, with engineers in the group getting reassigned to other initiatives.Tesla didn't immediately respond to a request for comment.Since early last year, Musk has been tryi ...

Core Viewpoint - Tesla's Robotaxi service is significantly cheaper than Uber, with price differences reaching up to 84% in some cases, indicating a revolutionary shift in the ride-hailing cost structure rather than a mere price war [5][11][13]. Pricing Comparison - A user conducted tests comparing Tesla Robotaxi and Uber fares in Austin, revealing that Tesla consistently offered lower prices across various distances, with an average discount exceeding 50% [6][12]. - For example, a nearly 9-mile trip cost Tesla $9.92 compared to Uber's $30.38, a difference of 67% [7][11]. - In another instance, a short trip of 0.97 miles cost Tesla $1.97 while Uber charged $12.36, marking an 84% price difference [11][12]. Cost Structure Analysis - The cost advantage of Tesla's service stems from its elimination of human drivers and the integration of vehicle, platform, and driver into a single automated system [15][16]. - Traditional ride-hailing services like Uber incur high costs due to driver wages, fuel, and platform fees, with drivers typically receiving around 70% of the fare [15]. - Tesla's model allows for a much lower operational cost, estimated at around $0.4 to $0.6 per mile, compared to Uber's higher costs due to its reliance on human drivers and additional fees [16][17]. Future Projections - Elon Musk has stated that Tesla aims to cover half of the U.S. population with its Robotaxi service by the end of the year, potentially impacting traditional ride-hailing platforms significantly [17]. - If successful, this could lead to substantial profits for Tesla, with projections suggesting a profit of $48 billion annually from a fleet of 100,000 Robotaxis [17].

Core Insights - Tesla has applied to test and deploy its Robotaxi vehicles in Phoenix, Arizona, aiming to expand its autonomous vehicle operations [1][2] - The application is expected to be decided by the end of July, with a focus on the Phoenix Metro area [2] - Tesla's Robotaxi pilot in Austin, Texas, began in June, featuring Model Y SUVs equipped with advanced automated driving systems [3] Expansion Efforts - The move to Arizona follows Tesla's pilot test in Austin, where vehicles are remotely supervised and include a human safety supervisor [3][4] - Waymo, a competitor, launched a driverless robotaxi service in Phoenix in 2020, highlighting the competitive landscape [4] Technology and Challenges - Tesla's approach relies primarily on cameras rather than lidar, aiming for economic viability in its autonomous vehicles [5] - Initial tests in Austin faced challenges, including incidents where Robotaxis violated traffic rules, leading to regulatory scrutiny [6] Upcoming Developments - Tesla's second-quarter earnings call is scheduled for July 23, where executives will discuss the Robotaxi pilot [7] - Elon Musk indicated plans to expand the Robotaxi service to the San Francisco Bay Area within a month or two [7]

Core Viewpoint - The Dawn Project has called for a ban on Tesla's Full Self-Driving software due to critical safety defects identified during safety tests, emphasizing the need for immediate legislative action to protect public safety [1][7]. Group 1: Safety Concerns - The Dawn Project's report highlights numerous safety-critical errors in Tesla's Full Self-Driving software, including incidents where the software failed to stop for a school bus with flashing lights, leading to dangerous situations [2][4][5]. - A live demonstration in Austin showed that the software consistently failed to react appropriately, running down a child mannequin while ignoring safety signals from a school bus [3][5]. - The National Highway Traffic Safety Administration (NHTSA) has reported 50 fatalities and 2,185 crashes involving Tesla's self-driving technology, indicating a significant safety risk associated with its deployment [6]. Group 2: Legislative Action - The Dawn Project has urged legislators to take immediate action to ban Tesla's Full Self-Driving software until it can be proven safe, citing the potential for severe accidents involving children and other road users [7][8]. - Dan O'Dowd, the founder of The Dawn Project, criticized the NHTSA for not taking action against Tesla, calling for the federal regulator to fulfill its responsibility to ensure road safety [8].

Group 1: Bill Ackman's Investment Strategy - Billionaire investor Bill Ackman, known for activist short-selling, has shifted to long positions, with his fund, Pershing Square Capital Management, now holding about a dozen stocks [1] - Pershing Square has never owned Tesla but recently launched a new position that has become its largest holding, representing a bet against Tesla for the time being [1] Group 2: Robotaxi Industry Developments - The robotaxi revolution is gaining momentum, with full-self-driving (FSD) capabilities starting to appear in major cities, indicating the industry is at a tipping point [2] - Tesla has initiated its first batch of autonomous robotaxis in Austin, Texas, marking a soft launch, although the vehicles are currently geo-fenced and monitored by humans [4] Group 3: Competitive Landscape between Tesla and Uber - Pershing Square's significant investment in Uber, which constituted 19% of its portfolio at the end of Q1, positions it against Tesla, as both companies are focusing on robotaxis for future growth [5][6] - Analysts believe Tesla's robotaxi initiative poses a long-term threat to Uber's business model, with the potential for a fleet that operates without human labor [6] - Uber is also pursuing partnerships to build a robust network for autonomous vehicles, collaborating with companies like Waymo and Pony.ai [7][8] Group 4: Future Prospects and Valuations - Uber estimates the autonomous opportunity could exceed $1 trillion in the U.S., positioning itself as a key player due to its scale and operational capabilities [8] - Tesla and Uber are currently competitors in the robotaxi space, although there is speculation about potential partnerships in the future [9][10] - Tesla's stock is trading at approximately 170 times forward earnings, reflecting high expectations for its robotaxi business, while Uber trades at 25 times forward earnings, indicating lower expectations for its autonomous initiatives [11]

Core Insights - Alphabet Inc. is facing increasing scrutiny and competition, particularly in its autonomous driving unit, Waymo, and its core productivity suite, Google Workspace [2][9][10] - The company reported strong financial performance in Q1 2025, with revenue of $90.24 billion and EPS of $2.81, but must navigate significant challenges to maintain its market position [13] Group 1: Waymo and Autonomous Driving - Waymo aims to create a fully autonomous driving system, with millions of miles driven on public roads and services launched in Phoenix and San Francisco, now expanding to Los Angeles and Austin [3][4] - The long-term potential for autonomous ride-hailing is substantial, with the possibility of multi-billion-dollar revenue streams, but monetization remains limited and public perception poses challenges [4][5] - Tesla's rapid rollout of its robotaxi program presents a direct threat to Waymo, with Tesla's model allowing car owners to participate in ride-hailing, potentially scaling faster and achieving profitability sooner [6][7][8] Group 2: Competition and Market Dynamics - OpenAI's plans to develop a new workspace productivity platform could challenge Google Workspace, which is crucial for Alphabet's revenue and supports its advertising ecosystem [9][10][11] - If OpenAI's platform proves to be more innovative, it could disrupt Alphabet's enterprise market share over time, impacting the company's overall ecosystem [11][12] Group 3: Financial Performance and Future Outlook - Alphabet's stock forecast indicates a potential upside of 12.71%, with a target price of $199.95 based on analyst ratings [12] - The company must defend its core businesses against emerging competitors while converting long-term investments like Waymo into growth drivers to avoid falling behind [14]

Core Viewpoint - Goldman Sachs analyst Mark Delaney maintains a Neutral rating on Tesla Inc with a price forecast of $285, highlighting the company's recent launch of robotaxi operations in Austin, Texas, which began on June 22 for a small group of early access users [1][2]. Group 1: Robotaxi Launch Insights - Tesla's initial fleet for the robotaxi service is expected to consist of 10-20 Model Y vehicles, indicating a cautious approach to scaling operations [1]. - The launch is seen as a sign of progress in Tesla's Full Self-Driving (FSD) technology, although scaling is expected to be slow in the near term [2][6]. - Early performance of the rides shows good drive smoothness, but there are concerns regarding navigation issues, such as improper use of a left turn lane [3]. Group 2: Comparison with Competitors - Tesla's robotaxi service operates under more limited conditions compared to Waymo, which operates 24/7 in approximately 37 square miles of Austin, while Tesla is restricted to 6 a.m. to midnight in a smaller area [4]. - The service is currently available only to a select group of early-access users, contrasting with Waymo's availability to all users on the Uber app [5]. Group 3: Pricing and Revenue Projections - Tesla charges a flat fee of $4.20 for its rides, while Waymo's pricing is variable and shown at the time of booking through the Uber app [5]. - Delaney estimates the demand for autonomous vehicle rideshare in the U.S. will reach about $7 billion by 2030 and projects Tesla's fiscal 2025 revenue at $89.5 billion with an EPS of $1.10 [7].