特斯拉 - 奥斯汀工厂的 “零点时刻”

December 15, 2025 10:52 PM GMT The automotive industry is at an AI-driven inflection point, and TSLA continues to expand its lead. Footage from Austin confirms Tesla is one step closer to scaling its vision-only robotaxi without a safety monitor, supporting our bullish view on Tesla Mobility ($125/share on 1mn units by 2035). Key Takeaways Over the weekend, Elon Musk confirmed videos on X, showing Tesla's robotaxi vehicles operating in Austin without a safety monitor, or any passengers in the vehicle. This ...