Tesla plans to launch its self-driving taxi (Robotaxi) service in Austin on June 22, which is a crucial step for Elon Musk in his attempt to revitalize the company’s growth model. Although the initial stage only involves 10 to 20 vehicles and the operational area is limited, this move is regarded as an important layout of Tesla in the fields of artificial intelligence and autonomous driving. Musk said on social media that the company would prioritize safety and admitted that some of his previous remarks were “too extreme”. This news pushed Tesla’s stock price up by about 3%, but analysts pointed out that Tesla still needs to overcome regulatory challenges and public trust issues in autonomous driving technology.
Tesla’s Robotaxi service will adopt a pure vision system, which is different from the technical route of competitors such as Waymo. The lenient regulations in Texas have provided convenience for Tesla, but the company still needs to solve problems such as coordination with emergency personnel and safety training. Previously, other autonomous driving companies had accidents during tests, leading the public to question the reliability of the technology. Furthermore, Musk’s recent public dispute with Trump may further intensify the polarization of brands and add difficulty to the promotion of services.
The market has high hopes for Tesla’s Robotaxi plan, but analysts warn that the actual promotion may be slower and more complex than expected. Ben Carlow, an analyst at Baird, pointed out that competition in this field is becoming increasingly fierce, and Musk’s political controversies have also increased uncertainty. Although Tesla hopes to reshape its brand image through this service, it still needs to prove the security of its technology and commercialization capabilities in the short term in order to win the long-term trust of investors and consumers.
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