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very musk! tesla robotaxi will not subvert online car-hailing, but buses

2024-09-24

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yifan sent from fujia temple

smart car reference | public account ai4auto

can you imagine?

in the future, taxis will be as cheap as buses.

this is the new future travel experience that musk outlined for people in his latest response, demonstrating his strong confidence in tesla fsd.

after disrupting private cars and commercial space travel, musk is now disrupting public transportation.

however, some netizens questioned this and did math problems in the comment section to verify whether musk was bragging.

the answer is quite surprising.

even more surprising is the recently exposed spy photos of tesla robotaxi. netizens were surprised to find that there seemed to be a laser radar protrusion on the roof.

musk's robotaxi will not disrupt online ride-hailing, but public transportation

recently, an overseas celebrity posted a post complaining about the poor performance of pure electric vehicles. he said that norway's current electric buses still need to be equipped with diesel generators to heat the carriages in winter.

this caught musk's attention, and he personally refuted the issue, saying it was not the electric car's fault:

it's because the bus's battery pack is too small. our car can run in the arctic circle.

but it's not a big problem.

because in musk's view,there will be no need for buses in the future

when tesla launches unsupervised full self-driving,the fare will be similar to bus fares

the implication is that,with tesla robotaxi, why do we need buses?

if musk's prediction comes true, it will not only disrupt buses, but will also reshape people's daily travel.

but some bloggers are skeptical about this and, through mathematical calculations, believe that musk's expectations are unrealistic.

taking new york city as an example, based on the cost of local public transportation monthly cards (including buses and subways) and the average daily commuting distance, the final conclusion is that the cost of public commuting is about0.22 usd/km

and2016research on tesla shows that even if the investment in charging infrastructure and management costs are taken into account, teslatotal cost per kilometer of autonomous drivingit's only about $0.41, which is much lower than the local taxi fare, but still twice as expensive as taking the bus now.

however, the research at that time used model 3 as the operating vehicle to calculate the cost.

tesla model 2

however, reports have long pointed out that tesla's robotaxi will be built based on the "model 2" prototype, which is estimated to have only two seats. the manufacturing cost and energy consumption will obviously be lower, which means a lower total cost of autonomous driving.

therefore, if tesla's robotaxi is operated properly and scaled up in the future, musk is likely to achieve another feat after subverting automobiles and commercial aerospace:

disrupting public transportation

as the saying goes, if you want to change the world, you must first change yourself.

the recently leaked spy photos of tesla robotaxi show that ma may have once again slapped himself in the face.

tesla robotaxi latest information

recently, it was revealed that tesla willwarner bros. studiosthe launch of robotaxi is taking place at the filming location of "interstellar", which is full of science fiction and sounds quite in line with musk's taste.

not long after, a staff member of the studio posted a picture of a car that was suspected to betesla robotaxi camouflage carappeared in the tesla fleet.

the post and the account were quickly deleted.

from the spy photos, we can see that the body of the car is covered with yellow tape, and the tail design looks like a cargo box. it may also be a "smoke bomb" to cover the body lines, but the posture is a bit like the author of "musk biography"walter isaacson (walter isaacson) concept art from the book.

some netizens made renderings based on spy photos:

precious spy photos were leaked, and netizens looked at them carefully with magnifying glasses. they soon discovered that there was a bulge on the roof of the car.

the raised area also happens to be where most passenger cars place lidar.

in addition, not long ago, someone photographed a model x engineering vehicle with a laser radar on top.

some people speculate that perhaps musk's robotaxi will have some new changes.

along with the new hardware release in october, there are also new software upgrades:

FSD V13

this is expected to become the algorithmic cornerstone of tesla's robotaxi.

tesla officials previously revealed that fsd v13 will6 times increase in mileage without taking over

nvidia ai scientistJim Fanit was previously speculated that fsd v13 will introduce musk's grok-1.5v large model, significantly improving fsd's ability to solve complex corner cases.

musk did not directly deny it at the time.

new information continues to emerge, making users and the capital market look forward to tesla robotaxi.

relevant analysis shows that investors are most concerned about robotaxi's commercial operation timetable and business prospects, including cost comparisons with peers such as waymo.

some analysts believe thatrobotaxi will significantly boost tesla's stock price

obviously, after the slowdown of electric car growth, autonomous driving or robotaxi has become musk's priority.Make Tesla Great Againthe key trump card.

but this trump card may not be played immediately after the press conference on october 10.

the reasons come from many aspects.

first iscapacity constraints

in march this year, an analyst visited tesla's super factory in texas, and subsequently revealed that the $25,000 model, which is the same model as robotaxi, will start production in the second half of 2025, and production capacity will increase massively in 2027.

thenlessons from the past

it took four years from the release to the delivery of cybertruck.

finally, and most importantly, whether robotaxi can be put on the road is not determined by musk’s own words, and it still needs approval from regulators.

so it wouldn’t be surprising if robotaxi didn’t hit the road immediately after it was released.

but judging from musk’s latest response, this man who is constantly subverting himself and changing the world has already set his sights on public transportation.

musk is ready to subvert tradition and change the world once again.