Tesla Robotaxi's new feature to "avoid fines" has gone viral!
Does seeing a police officer make one automatically run away? Tesla's "new feature" has become popular on social media these past couple of days!
$Tesla (TSLA.US)$ Jokes are jokes, but this time Tesla's Robotaxi is really coming, it's the kind that 'drives itself home'! On June 22, Tesla will launch the Robotaxi in Austin, which is the 'Fully Autonomous Driving Taxi' project.
This car may not have a steering wheel or pedals. Elon Musk said,The first mass-produced car on June 28 will be automatically delivered to the user's doorstep.This time it's not just a pipe dream, it's solid evidence on the way.
At the same time, Musk revealed that the parameter count of the FSD model will be that of the current version.4.5 times, which can be called a one-time event.a "brain restructuring".This marksTesla's autonomous driving product line has entered a technological explosion window.。
In one sentence: This is what Tesla wants to do."iPhone + Uber + App Store"Hybrid.
1.Business model evolution: Robotaxi not only sells cars, but also sells "services" and "operation". The long-term goal is to create a global network of self-driving taxis and achieve subscription income from autonomous driving (similar to FSD monthly subscription).
2.Switching valuation logic.Transitioning from "hardware manufacturing" to "high-margin software + platform revenue", Robotaxi can enhance Tesla's profitability elasticity in the next 5 years, referring to the Apple "iPhone → App Store" model.
3.Strengthening competitive barriers.FSD has evolved into an integrated capability of the "end + cloud + computing power model", further widening the leading time window in the AI + mobility field.
For users: not only have you bought a car, but also an "asset" that can generate income.
For Tesla: after selling the car, FSD subscriptions, Robotaxi operation, map services, etc., are all long-term cash inflow sources.
For shareholders: this is not a traditional car company, but an AI-driven mobility platform, the leading time window in AI + mobility has been further expanded.
However, commercializing autonomous driving.Regulatory policies.are the key variables.
As of now, the U.S. and Europe regarding.the commercialization of Level 4 and above autonomous driving., still under state-by-state and country-by-country review.Promotion stage.：
✅United States.
Currently, Texas, where the first Robotaxi city Austin is located, is one of the states with a relatively friendly regulatory attitude. Musk himself has also revealed that "close communication has been maintained with the regulatory authorities, and the first batch of Robotaxis is expected to obtain 'restricted area road rights.'"
✅California/Nevada and other places.
Waymo and Cruise have previously obtained Robotaxi licenses but have also had part of their operations suspended due to accidents, indicating that regulation is "supportive yet with red lines".
❌Europe
The progress of FSD advancement is slow, and Musk stated that due to "regulatory approval delays, the original plan to introduce FSD in 2025 still has uncertainties," making it very likely that Robotaxi will not start operations in Europe first.
In other words, Robotaxi is indeed coming, but"some markets will be piloted first"，not "launching globally at the same time," which will affectThe speed of market sentiment realization.。
Don’t just look at Robotaxi, the core is the switch in valuation logic, Robotaxi isthe anchor point of the long-term logic., butShort-term, it’s important to distinguish whether expectations have already been price-in.The reason for being bullish on Tesla lies in Robotaxi allowing Tesla to shift from "hardware profits" to "platform monetization"; the combination of autonomous driving as Saas and the Robotaxi online car-hailing platform marks the starting point of a service revenue curve similar to that of Apple.
If the vehicle debut and route demonstration on June 22 perform impressively, it mightinitiate a new round of valuation reconstruction.However, the market has only rebounded 50% from the low point in April, and some funds may choose to 'Sell the news.'
$Tesla (TSLA.US)$ Currently, the stock price is still running below the middle band of the Bollinger Bands.The short-term trend is weak.At the beginning of the month, there was a significant increase in volume, but in recent days there has been a decrease in volume during the pullback, which is part of the digestion phase after the rise. Also, when the ADX Indicators begin to turn downwards, it indicates that the downtrend is weakening. It may be worth considering entering at the 308 gap Resistance. If an event triggers a significant volume breakthrough of the Bollinger middle track, it is expected to open up a new round of upward space.
In addition to Tesla, there are other opportunities that benefit from the industrial push brought about by Tesla's large-scale implementation.~
$Taiwan Semiconductor (TSM.US)$ (Chip foundry): Some chips for HW3.0 / HW4.0 / Dojo are manufactured by them.
$Broadcom (AVGO.US)$ (ASIC chips and custom connectors): One of the deeply collaborative hardware partners.
$NVIDIA (NVDA.US)$ (GPU, AI training chips): Tesla still partially relies on its training models, and there is a transition period for the substitution by Dojo.
$ASE Technology (ASX.US)$/ $Amkor Technology (AMKR.US)$ : FSD chips (including HW4.0/5.0) require high computing power, with a strong reliance on the manufacturing process.
Finally, let’s say this: when a car can go out and earn money on its own, find its way home, and even fix bugs by itself... will you still treat the car as a "consumable" like before? Let's wait and see!![]()
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bRyaN444 : Awesome.
Tesla 1st : wisdom
保守 : There are too many issues to complain about, it simply can't be finished; this big pie is drawn beautifully, it's only meant to fool those who aren't thinking.
潺潺千里 : How does a car go out to make money by itself?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Yuqi007 : In the future, go grocery shopping by oneself. While shopping, the Tesla car went off by itself
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