Tesla's AI route: To subvert the existing transportation network?

At Tesla's "WE ROBOT" new product launch yesterday, it introduced two new models - the Cybercab driverless taxi and the Robovan driverless multi-purpose vehicle, and launched the Robotaxi driverless taxi service.

This vision is quite grand, subverting the existing mode of transportation and completely changing the human car experience, so the words used are generally a bit vague. Let's take a closer look at what is said.

Part 1

FSD fully autonomous driving capability

Breakthrough

The evolution of Tesla's FSD (Full Self-Driving) system is the basis of Musk's vision. Whether it is robots, Robovans or Robotaxi, they are all based on the perfection of this system.

The story told this time is about upgrading from a driver-supervised version (L2+) to an unsupervised version (L3) to achieve true autonomous driving. The system will be first put into use in Texas and California in 2025. By then, users can completely free their hands and even sleep while driving, and the vehicle will safely and reliably take passengers to their destination.

Of course, we need to admit that Tesla is awesome. Based on powerful AI hardware and software configuration, since the launch of the AI4 hardware platform, Tesla vehicles have the ability to fully upgrade to FSD. With 7 million vehicles, the continuous evolution and improvement of autonomous driving capabilities, the large-scale autonomous driving technology is based on a huge training data set that improves the accuracy of the algorithm.

Musk believes that the safety of autonomous driving will be more than ten times that of human driving. The huge amount of driving data has experienced extreme situations that ordinary drivers would hardly encounter in the real world, giving the algorithm strong adaptability and accuracy.

● Cybercab and Robovan: autonomous transportation of the future

◎ One of the core contents of the press conference is the Cybercab driverless taxi, a vehicle without a steering wheel or pedals. The operating cost will be reduced to about 20 cents per mile (about RMB 0.9/kilometer), and the target is 30,000 US dollars.

It is expected to achieve large-scale mass production between 2026 and 2027, and will be equipped with the latest AI5 chip to further enhance its autonomous driving capabilities.

Until it is ready, you can experience Tesla's Robotaxi service through models such as Model Y that are equipped with FSD fully autonomous driving capabilities.

◎ Robovan is a more versatile autonomous vehicle that is larger than Model Y and can carry 20 people at a time. It is suitable for commercial or private travel. It can also be used as a school bus or cargo transport. The expected transportation cost is only 5 to 10 cents per mile (about RMB 0.2-0.4 per kilometer), which will greatly reduce transportation costs and provide an efficient and low-cost solution for future logistics and passenger transport.

Part 2

Grand narrative:

The transformative impact of robotaxi services

Tesla's Robotaxi service relies on FSD's fully autonomous driving capabilities, allowing all Tesla owners to add their vehicles to a shared fleet, creating a travel model similar to Airbnb and Uber. The utilization rate of private cars will be greatly improved.

The average weekly usage time of private cars is about 10 hours today, and the addition of Robotaxi will increase this number by 5-6 times, and the economic value of the vehicle will also increase accordingly. It will create a new source of income for individual car owners, greatly reduce vehicle idle time, and improve urban traffic efficiency.

As Musk said, in the future we can transform parking lots into parks, because the demand for parking lots will be greatly reduced and urban space will be used more reasonably. As FSD's fully autonomous driving capabilities mature, the potential of the Robotaxi network will be further released.

Tesla also plans to transform its global fleet into distributed computing resources. Each Tesla vehicle has 1 kilowatt of inference computing power. Assuming there are 100 million Tesla vehicles in the world, this will form 100 gigawatts of computing power. The huge computing power network can not only be used for the operation of the vehicle itself, but also provide distributed computing resources for AI reasoning, intelligent applications and other fields.

This story is bigger (from energy transition to computing power), an important part of the future intelligent computing network. Tesla has created an ecosystem that goes beyond traditional car manufacturing by integrating hardware, software and AI technology.

The Cybercab, Robovan and Robotaxi services released by Tesla this time will undoubtedly completely change the future transportation mode. From reducing travel costs to improving safety and freeing up time in the car, Tesla is bringing all-round changes to consumers and society through technological innovation.

The Robotaxi network not only creates new business models for individual car owners, but also provides a more efficient and environmentally friendly solution for urban transportation as a whole.

summary

In the end, it depends on whether you believe this story. From energy to computing power, Tesla AI is described in detail. This is no longer a car company, but is building an intelligent, low-cost, and efficient future travel network.