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redditcraps| Tesla Robotaxi is expected to test this "epoch-making and revolutionary product" in China. What else is needed?

摘要: ScienceandTechnologyInnovationBoardDaily,May8-Musk'srecentvisittoChinahastriggeredspec...

Science and Technology Innovation Board Daily, May 8-Musk's recent visit to China has triggered speculation about "FSD entering China." Tesla offered to land a "self-driving taxi" in China, China Daily reported today. In this regard, the Chinese government may first support its testing and demonstration in China, but it has not yet fully approved the full landing of its FSD in China.

The "driverless taxi" is Robotaxi, but this piece of Musk's "cake that has been painted for many years" has always been "nothing but his car".

Just in early April, Musk gave another big timing: Tesla will launch the Robotaxi product on August 8 this year. According to Bank of America analyst John Murphy, the Robotaxi event on Aug. 8 will showcase FSD and the next-generation platform.

▌ "epoch-making revolutionary product"

Musk positioned Tesla as "the largest robot company in the world" and "our car is a robot with wheels"-Robotaxi is the embodiment of this idea.

"this will be an epoch-making revolutionary product. It changes everything. This product will make Tesla's market capitalization reach 10 trillion US dollars. A hundred years from now, people will talk about this important moment. " Musk once described it this way.RedditcrapsHis Robotaxi ambition.

In his plan, Tesla will build a self-driving car and optimize it through software updates. At some point in the future, the car will be able to make money for its owners as taxis that run entirely on autopilot. He has predicted that driverless taxis will be more common than human-driven cars in the future.

The car has a service life of 11 years, a mileage of 1 million miles and an average cost of about $2 to $3 per mile, making the owner a profit of $30, 000 a year.

With only three months to go before August 8th, Robotaxi may have become Tesla's top priority.

A few days ago, a person familiar with the matter said that the reason for Tesla's recent frequent layoffs is not to reduce some departmental expenditure, but to shift the expenditure to Robotaxi. Now Musk has "completely changed" the way forward, and Robotaxi takes precedence over 2 in the schedule and production capacity of the prototype car.RedditcrapsA cheap car with a price of $.50,000.

What does ▌ Robotaxi need to hit the road?

Most of the knowledge about Tesla's Robotaxi may have started in 2019, but in fact, the idea of Robotaxi has been brewing within Tesla for at least eight years. Then why hasn't Robotaxi been implemented yet?

redditcraps| Tesla Robotaxi is expected to test this "epoch-making and revolutionary product" in China. What else is needed?

First of all, Robotaxi must rely on the FSD, the test mileage has not yet met the requirements. Mr Musk had estimated that Tesla's FSD test mileage would need to reach 6 billion miles to meet the requirements of global regulators. According to the data released by Tesla on April 6, the actual test mileage of the FSD is 1 billion miles.

Nevertheless, Musk still believes that Tesla can achieve Robotaxi by offering FSD to more consumers and lowering prices. Just like this, Tesla has launched a number of measures to promote FSD in recent months, such as test drive, 30-day free trial, price reduction and price reduction.

In addition, it has been reported that Tesla has not yet built most of the infrastructure needed for Robotaxi to hit the road, nor has he obtained regulatory permission to test Robotaxi on public roads.

If autopilot wants to develop in depth, it needs not only bicycle intelligence, but also infrastructure support, that is, what people often call "smart" cars and "smart" roads.

Open source securities reported on April 10 that when the intelligent level of the road reaches C4, the intelligent level of bicycles only needs to reach L2 + to achieve self-driving. When the level of road intelligence is lower than C4, in order to achieve autopilot, bicycle intelligence must at least reach the level of L4. Under the dilemma of the intelligent development of L4 bicycles, speeding up the construction of C4 intelligent roads can help L2 + and L3 autopilot to quickly improve their capabilities to achieve the effect of L4 or even L5. If the level of road intelligence is to reach C4, it needs to make concerted efforts in ancillary facilities, maps, collaborative awareness and network communication.

Analysts further pointed out that 2024 is expected to be the first year of vehicle-road coordination landing.

It is worth noting that at the end of April, it was reported that Tesla would use the advanced driving assistance map provided by Baidu for the Chinese version of FSD. According to the website of the Ministry of Natural Resources, in addition to the "Baidu car Map" (T version), which is used for vehicle navigation service, a number of "Advanced Auxiliary driving Maps" on Baidu Map have recently been approved by the Ministry of Natural Resources. Among them, the GS (2023) 4634 Advanced Auxiliary driving Map for navigation submitted by Baidu Zhitu Technology Co., Ltd. is the lane-level map completed by the two sides. Tesla and Baidu Map this cooperation is "exclusive" and deeply customized.

(Science and Technology Innovation Board Daily, Zheng Yuanfang)

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