$Tesla Motors(TSLA)$ is set to unveil its highly anticipated Robotaxi at the upcoming "We, Robot" event on Thursday, October 10, from 7 pm PT (11 am SGT on October 11).
Its product launches have historically been accompanied by significant stock price fluctuations. After the Model 3 launch in March 2016, Tesla's stock surged by 12% within days. However, following the unveiling of the Optimus robot at AI Day 2022, the stock dropped by 16%.
Why does the market have such high expectations for Robotaxi?
The electric vehicle market is already highly competitive. Robotaxi launch means Tesla’s excellent development in AI and will contribute significant revenue growth.
Robotaxi could transform Tesla from a "car manufacturer" into a "mobility service provider."
For instance, Waymo's paid rides have reached 100,000 trips per week, and this number is rapidly growing.
Wall Street analysts generally believe Tesla's future growth potential lies in in AI, particularly in the development of Robotaxi and the Optimus robot.
Is Tesla's autonomous vehicle truly ready?
Tesla's self-driving technology has reached a new level, with AI learning directly from driving videos to improve performance. The vehicles can autonomously handle various situations.
However, there are still significant challenges in terms of safety, cost, and legal liability. Tesla’s camera-based FSD struggles in extreme environments. Cameras perform poorly in low-light or obstructed conditions.
It will take about a year to achieve mass production and even longer for commercialization.
How do you view this Robotaxi launch?
Will you support Tesla’s vision?
Would you buy in before the Robotaxi release?
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Comments
Robotaxi可以將特斯拉從“汽車製造商”轉變爲“移動服務提供商”。
例如,Waymo的付費乘車已達10萬人次每週,而且這個數字還在快速增長。
華爾街分析師普遍認爲,特斯拉未來的增長潛力在於AI,尤其是Robotaxi和擎天柱機器人。
然而,在安全、成本和法律責任方面仍然存在重大挑戰。特斯拉的基於攝像頭的FSD掙扎在極端環境。相機在弱光或障礙物條件下表現不佳。
實現量產大約需要一年時間,商業化甚至更長。
I cannot wait to find out who will be gung-ho enough to risk their lives by taking a ride in Tesla robotaxi.
It is beyond commonsense to line someone's pocket with cash using your own life as a stake to ensure his success, wealth and fortune...
If someone is willing, who am I to stop him/ her/ them right. Free world, free choice