robotaxi

الوضع الراهن في عام 2025
لقد تحولت صناعة سيارات الأجرة الآلية من الاختبار إلى التسويق التجاري الكامل، حيث تتقدم الصين في نطاق النشر بينما تتصدر الشركات الأمريكية نضج التكنولوجيا:
الجبهة الأمريكية (Waymo/Tesla):
أكثر من 1500 مركبة عاملة (سان فرانسيسكو، لوس أنجلوس، فينيكس، أوستن)
250,000 رحلة أسبوعية بسعر 12 إلى 18 دولارًا لكل رحلة
دخول تيسلا المتأخر - 200 سيارة في النسخة التجريبية في أوستن
الهيمنة الصينية (Pony AI/Baidu/WeRide):
أكثر من 2000 سيارة أجرة آلية في أنحاء بكين وشانغهاي وقوانغتشو وشنتشن
15 رحلة يوميًا لكل مركبة من Pony AI بتكاليف أجهزة أقل بنسبة 70%

Tesla has officially requested certification from Arizona regulators for its autonomous transportation service, aiming to receive approval by the end of July and launch a new chapter in driverless transport — no driver, no steering wheel, no pedals.

🛣️ Target: Phoenix and Then the World?
Documents show that Tesla plans to begin testing its vehicles in the Phoenix metropolitan area, both with backup drivers and in full self-driving mode. This move follows a quiet launch of a pilot program in Austin, Texas, where several Model Y vehicles are already transporting selected passengers under strict safety supervision.
Despite early traffic hiccups and unpredictable maneuvers reported on social media, Elon Musk announced an expansion of the service in Austin and stated his ambition to begin operating in the San Francisco Bay Area within two months — if regulators approve.

📋 But California Remains Silent
While California’s CPUC issued Tesla an initial type of permit back in March, no new applications have been filed since. This raises questions about whether Tesla can truly begin operations in the state as soon as Musk claims. Still, he remains optimistic: “If regulators allow it, we’ll be rolling in a month or two!”

🔋 Tesla Rides the Next Wave of Growth
The push for innovation comes as Tesla’s traditional EV sales slow. Elon Musk is now focusing on high-value ventures — autonomous vehicles, robotaxis, humanoid robots, and AI. Part of this strategy includes the Grok chatbot from his xAI project, which Musk says will be integrated into Tesla cars “by next week.”

📉 The Risks? Bureaucracy and Accidents
Wall Street is closely watching the development of Tesla’s robotaxis. While investors are excited about expansion into new markets, they also warn of potential obstacles: complicated approval processes, technological limitations, or safety incidents. U.S. authorities are already investigating reports that Tesla’s pilot vehicles in Austin violated traffic laws within hours of deployment.
Tesla plans to expand the fleet to around 1,000 Model Y vehicles and soon introduce a fully dedicated “Cybercab” model — a futuristic car with no pedals and no steering wheel.

📈 Market Reacts Positively
The market responded to the news with enthusiasm — Tesla’s stock jumped as much as 4.1% after the announcement. Despite a 25% drop since the beginning of the year, investors see autonomous transportation as a new engine of growth.
“This rapid deployment of robotaxis could mark the beginning of Tesla’s assault on existing shared mobility models,” said analyst Alexander Potter from Piper Sandler.

Is Tesla about to change the way we move around cities?

Is the driverless era coming faster than we expected?

#Tesla , #ROBOTAXI , #ElonMusk , #techinnovation , #worldnews

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Elon Musk is famous for his bold visions and ambitious plans. This time, however, Tesla’s board has granted him a compensation package so massive that the bonuses of other global CEOs pale in comparison. For Musk to eventually claim a reward worth more than $1 trillion, he must transform Tesla into a company with a market capitalization of $8.5 trillion by the end of the decade.

A Trillion-Dollar Dream vs. Reality
Such a valuation would place Tesla above the combined market value of today’s corporate titans – Microsoft and Nvidia. For now, however, this is just a blueprint on paper, with shareholders scheduled to vote on it in November. Tesla’s current valuation hovers around $1 trillion, driven by both investor confidence and strong sales performance.
Still, Tesla trades at an extraordinarily high multiple – nearly 75 times EBITDA – which means investors are betting more on Musk’s promises than on tangible results.

Robotaxis and Humanoid Robots Take Center Stage
The structure of the compensation package makes clear where the company expects growth. Twelve milestones are tied to profitability targets and new product launches – primarily autonomous robotaxis and the humanoid robot Optimus.
Tesla has already begun testing a small robotaxi fleet in Austin, Texas, though it currently consists of only a few dozen cars. Musk’s near-term target is staggering: 1 million autonomous vehicles in operation.
Investment firm ARK Invest has long been bullish on Tesla. It forecasts that by 2029 the company’s value could reach between $7 trillion and $11 trillion. Their model envisions a global robotaxi network generating annual revenues of up to $951 billion, a figure that dwarfs Uber’s projected $52 billion in revenue for this year.
ARK further estimates that Tesla could retain 40–60% of robotaxi fares, roughly double Uber’s current margin. Interestingly, their projections don’t even include humanoid robots, though Musk has suggested the market could eventually be worth $24 trillion.
Musk himself has raised the stakes, stating that Optimus could one day account for 80% of Tesla’s total value.

A Huge Gap Between Today and the Goal
According to Reuters, Tesla would need to sell roughly 100 million robots annually, priced around $25,000 each, to achieve the $400 billion annual profit required under Musk’s pay plan. Even cutting that figure in half would still demand doubling the company’s current margins.
For comparison, Tesla’s estimated EBITDA for this year is only $13 billion. The gap between present reality and Musk’s ambitions is enormous.
To justify a market cap of $8.5 trillion at Tesla’s current valuation multiple, the company would need annual profits of at least $113 billion – still far below Musk’s $400 billion goal.

Shareholders Face a Defining Choice
Analysts at Morgan Stanley have described Musk’s targets as “far more aggressive” than their own forecasts, noting that they would require massive contributions from humanoid robots and AI-driven markets that are still in their infancy.
The scale of Musk’s potential payout has inevitably divided opinion. Some see him as a visionary capable of reshaping industries, while others view his promises as unrealistic and overly ambitious.
In November, shareholders will ultimately vote not just on numbers, but on whether they trust Musk to transform Tesla into a leader of the robotics economy, just as it revolutionized the premium EV market. If the dream of robotaxis and humanoid robots becomes reality, Musk’s trillion-dollar payout may be seen as a fitting reward. If not, it risks becoming one of the biggest investor disappointments of the decade.

#Tesla , #ElonMusk , #ROBOTAXI , #INNOVATION , #worldnews

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Tesla’s once-celebrated dominance in China is rapidly fading. Once welcomed as a strategic partner and visionary, Elon Musk is now losing ground in what was Tesla’s second-largest market. In May 2025 alone, Tesla’s sales in China dropped 30% year-over-year, even as overall demand for electric vehicles in the country continues to grow.

Tesla’s Market Share Plummets as Rivals Surge
Tesla sold fewer than 40,000 vehicles in May, compared to over 57,000 in the same month last year. Its market share has shrunk to just 4%, down from 11% in early 2021. Meanwhile, BYD controls 29% of China’s EV and plug-in hybrid market, with companies like Xiaomi quickly rising.
Chinese brands are outperforming Tesla with feature-rich vehicles—extra displays, in-car entertainment, selfie cameras, mini fridges, and full mobile app integration. In contrast, Tesla is now seen as outdated. Local buyers say the brand feels “tired” and behind the curve.

Tesla Ignored China Team’s Warnings
For years, Tesla’s team in China warned headquarters that local customers demanded more functionality, native apps, and smartphone integration. Reports from 2021, 2023, and 2024 were submitted but dismissed by U.S. executives, who stated entertainment and localization were "not priorities." The only change since? The addition of Mango TV, while Chinese competitors offer dozens of apps.
At the same time, Tesla sales teams in China are under growing pressure. One Beijing dealer reported his weekly sales target jumped from four to seven vehicles, while working hours increased from 10 to 12 per day. With aging models and increasingly competitive rivals, employees say they are running out of tools to close deals.

No New Model for China – Just a Cheaper Tesla
Plans to develop a China-tailored vehicle were canceled. Instead, Elon Musk ordered feature cuts and launched a stripped-down version of the Model Y, priced at $36,700—while BYD’s Sealion 07 starts at only $26,400.

Beijing Cools on Musk: From Strategic Partner to Irrelevance
Once seen as a vital bridge between China and the U.S., Musk’s standing in Beijing has cooled. In January 2025, he met with Vice President Han Zheng, who expressed hopes that Tesla would help improve U.S.–China ties. Musk offered little in return. Since then, Chinese officials no longer view him as strategically useful.
At the same time, Tesla cannot deploy its Full Self-Driving (FSD) system in China, because the AI powering it was trained on U.S. data—something Chinese law prohibits. An attempt to move FSD training to China failed, as U.S. export controls restrict access to the necessary chips.

Regulators: “Drivers Are Not Lab Rats”
In February, Tesla tried to quietly roll out parts of FSD via a wireless update—exploiting a regulatory gray area. Chinese authorities shut it down, clarified the rules, and blocked a one-month trial Tesla offered in March. Regulators stated Tesla “should not treat drivers like lab rats.”

While Tesla Stalls, Chinese Firms Accelerate
As Tesla stumbles, Chinese firms are charging ahead. XPeng’s XNGP and BYD’s Eyes of God now offer advanced driving features. Baidu and Pony AI are already operating robotaxi fleets. Tesla? Still nothing in this space.

Even Robots and Batteries Reveal Tesla’s Dependency on China
In March, Tesla began shipping Megapack batteries from its new Shanghai plant to Australia—but Chinese battery giant CATL dominates the market. Even Tesla’s Optimus humanoid robot, built in the U.S., relies on Chinese-made parts. Despite new U.S. tariffs, Tesla has continued sourcing components from its Chinese suppliers to keep costs low.
Now, those same suppliers are collaborating with local robotics startups like Unitree and Agibot.

“Once you have Tesla contracts, domestic robotics firms are much more willing to work with you,” said Chen Feng, marketing manager at one of Tesla’s suppliers. This could put Elon Musk back in the same position as with EVs—surrounded by rivals he helped empower.
During a recent earnings call, Elon Musk admitted:

“I’m a little worried that spots two through ten on the leaderboard will all be Chinese companies.”

#ElonMusk , #china , #stockmarket , #Tesla , #ROBOTAXI

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تتحرك أوبر قدمًا بخطط طموحة للمركبات المستقلة وتبحث عن دعم مالي قوي لتسريع التوسع. كشف الرئيس التنفيذي دارا خسروشاهى أن الشركة تتفاوض مع البنوك والمستثمرين الخاصين لجمع رأس المال لأعمال الروبوتاكسي المتنامية - تمامًا كما أصدرت أوبر توقعات متفائلة للغاية للربع الثالث.

🔹 استراتيجية الروبوتاكسي: الشراكات والاستثمار الداخلي

تعمل أوبر بالفعل على تشغيل الروبوتاكسي في أوستن وأتلانتا من خلال شراكة مع وايمو (وحدة القيادة الذاتية لشركة ألفابيت). في يوليو، وقعت الشركة صفقة بقيمة 300 مليون دولار مع صانع السيارات الكهربائية لوسيد وبدء تشغيل التقنية المستقلة نورو لنشر أكثر من 20,000 مركبة مستقلة على مدار السنوات الست المقبلة.

Tesla is facing a challenging summer in 2025. Despite rising interest in electric vehicles across Europe, the company is experiencing a sharp decline in key markets and simultaneously battling legal challenges in the U.S. that could derail its autonomous taxi ambitions.

📉 Sharp Drop in German Registrations
According to recent data from Germany’s Federal Motor Transport Authority (KBA), Tesla registered only 1,110 vehicles in July, marking a drop of over 55% compared to the same month in 2024. From January to July, Tesla sold just 10,000 cars in Germany — down almost 58% year-over-year.
Even the launch of the upgraded Model Y failed to reverse the trend. European customers are increasingly turning to competitors — for example, Chinese brand BYD registered 1,126 vehicles in July, a fivefold increase compared to the previous year.

🧠 Tesla Bets on Cameras and AI While Rivals Scale Back
As companies like GM reduce their autonomous vehicle ambitions due to high component costs and regulatory scrutiny, Elon Musk remains committed to his vision of driverless transport. Tesla relies solely on cameras and artificial intelligence, unlike competitors such as Waymo and Zoox who use expensive radar and lidar technology.
In June, Tesla launched a limited beta of its Robotaxi service in Austin, deploying a dozen Model Y SUVs with safety drivers onboard. Musk aims to make this service available to half of the U.S. population within five months, but regulatory barriers are slowing progress.

⚖ Florida Verdict Grants $243M in Damages
A recent Florida court decision may further delay Tesla’s Robotaxi rollout. A jury awarded $243 million to the families of two victims involved in a 2019 crash with a Model S operating on Autopilot. The verdict concluded that Tesla’s system was defective and contributed to the fatal outcome.
Tesla argued the crash resulted from driver error, stating the driver was reaching for a dropped phone. Nonetheless, the verdict triggered federal investigations and more lawsuits. Regulatory agencies in California, Nevada, and Arizona are now reviewing Tesla's applications for autonomous service approvals.

🤖 Autopilot vs. Full Self Driving
Tesla’s standard Autopilot controls speed and lane positioning on highways. The optional Full Self-Driving (FSD) system expands functionality to city streets — handling turns and lane changes. Analysts at Piper Sandler noted that the Florida verdict doesn’t apply to the latest FSD version, but it damages public trust in Tesla’s systems.
While Tesla usually wins or settles lawsuits over its driver-assist systems, this case was different. The Model S ran a STOP sign and collided with a parked Chevy Tahoe, killing two people. The driver claimed he wasn’t warned by the system. The jury found Tesla’s Autopilot at fault.

🕵 Delays, Uncertainty, and Image Damage
Regulatory delays and approval hurdles could push back Tesla’s plans. Legal and industry experts warn that progress may be slow. Gene Munster of Deepwater Asset Management said:
“This verdict is a stain on Tesla’s image. Regulators will now be even more cautious.”

🔚 Summary
Tesla finds itself caught between falling sales in Europe, mounting competition from China, and legal setbacks in the U.S. that are jeopardizing its leadership in autonomous transport. How quickly the company adapts will become clear in the second half of the year.

#Tesla , #ElonMusk , #ROBOTAXI , #AI , #worldnews

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Elon Musk has once again stirred the tech world – this time by revealing the tentative launch date for Tesla’s long-awaited Robotaxi service. If everything goes as planned, the first driverless vehicles will hit the streets of Austin on June 22. And the first ever ride from Tesla’s factory straight to a customer’s home? That’s scheduled for June 28 – which just happens to be Musk’s birthday.

⚠️ Dates May Shift – Safety Comes First
Musk stressed that the announced dates could change. Tesla is extremely cautious when it comes to safety and would rather delay the launch than risk any incident. On June 11, he announced that he was flying from Los Angeles to Austin to prepare for the rollout.

🧠 Starting Small – Then Scaling to Thousands
Back in May, Musk said the launch would begin on a small scale – with just 10 autonomous vehicles on the streets in the first week. That number is expected to quickly grow to 20, 30, 40, and then thousands in the coming months. Expansion is already planned for other cities like San Francisco and San Antonio, although no specific timeline has been given.
According to Musk, city streets will soon look very different – and self-driving cars could become the global standard within just two to three years.

📍 Geofencing, Remote Monitoring, and Careful Testing
Initially, the service will be limited to specific areas of Austin through geofencing, and each vehicle will be remotely monitored by Tesla staff. The first fleet will consist of specially upgraded Model Y vehicles equipped with a new version of Tesla’s Full Self-Driving (FSD) software that no longer requires a human driver.
Musk shared a short video showing a black Model Y with a white-gold "Robotaxi" logo calmly stopping at a crosswalk in Austin to let pedestrians pass. The future is here – and it looks smooth.

🤖 No CyberCab Yet – Coming Next Year
While Tesla is also working on a futuristic CyberCab, that model won’t hit the roads until 2026. For now, it’s all about the modified Model Y SUVs, which have already been spotted in test runs across Austin – including the iconic South Congress area.
Details about who will get access to the service first, what app will be used, or how much a ride will cost, remain unknown.

💥 Austin: The New Battleground for Robotaxis
Tesla won’t have an easy ride. Austin is already home to its main competitor, Waymo (from Alphabet), which has launched autonomous rides in partnership with Uber.
As of May, Waymo operates around 100 driverless vehicles in Austin, and according to Uber’s CEO, they’re more active than 99% of human drivers in the city. And the numbers are skyrocketing – from 12,000 paid rides in August 2023 to over 708,000 by March 2025. In total, Waymo has already provided more than 5 million rides in just three years.
Tesla is stepping into a serious contest.

📈 Musk Predicts Rapid Growth, Analysts Remain Skeptical
Elon Musk believes self-driving Tesla taxis will soon be everywhere. He estimates that 1,000 robotaxis could be operational within months, and by the end of 2026, the U.S. could see over a million autonomous Teslas on the roads.
Not everyone shares this optimism. Morningstar analyst Seth Goldstein warns that Musk often misses his own deadlines. He believes Tesla will get there eventually, but says their FSD software will likely need more refinement than Tesla anticipates once real-world testing ramps up.

🔮 A Driverless Future Closer Than We Think?
Tesla’s Robotaxi service could revolutionize urban transport. Whether the launch starts slow or takes off fast, the battle for autonomous mobility has officially begun – and Austin is the first arena. Are we witnessing the start of a new era?

#ElonMusk , #ROBOTAXI , #Tesla , #AIRevolution , #ArtificialInteligence

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عادت تسلا لتتصدر عناوين الأخبار على الإنترنت، وهذه المرة بفضل الشكل المميز لخريطة روبوتاكسي الجغرافية المُحدثة في أوستن، تكساس. وقد أثارت النسخة الجديدة، التي وسّع نطاق تغطيتها بشكل ملحوظ في 22 يومًا فقط، ضحكاتٍ وميماتٍ بسبب شكلها، الذي شبّهه الكثيرون على الإنترنت بالأعضاء التناسلية الذكرية.
سرعان ما ضجت مواقع التواصل الاجتماعي بالنكات. نشر الحساب الرسمي لشركة Tesla Robotaxi على X (المعروف سابقًا باسم Twitter) الخريطة المُحدثة مع تعليق ساخر: "أصلب، أفضل، أسرع، أقوى"، مُضيفًا تعليقًا عن حبه للباذنجان. وسّع إيلون ماسك نطاق الحدث بمشاركة منشور من Teslaconomics يصف الخريطة الجديدة بأنها "أكبر، أطول، غير مُقصوصة"، مصحوبًا برمز تعبيري ضاحك.

Tesla is preparing to unveil a completely revamped version of its Full Self-Driving (FSD) system, which CEO Elon Musk says could be ready as early as September. According to Musk, the new system will have ten times more parameters than the current version and will feature significant improvements in real-time video processing.

A New Generation of FSD: Smarter AI and Enhanced Visual Interpretation
Posting on X, Musk stated that Tesla is currently training the latest FSD version, which represents a major technological leap. “We're working with 10X the parameters and dramatically improved video compression. If testing goes well, we might release it publicly by the end of next month,” he said.
This means the system will be more capable of evaluating road conditions and making decisions in complex traffic situations. Tesla emphasizes that improving video comprehension is critical for achieving true autonomy—especially in dense urban areas, construction zones, and visually complex environments.

Autonomy at the Heart of Tesla’s Future
Tesla has long bet that autonomous driving technology will drive its future growth. Although the company has recently faced a decline in demand and revenue—particularly in Europe, where vehicle registrations are falling—Musk insists that autonomy remains the key to Tesla’s transformation.
Earlier this year, Tesla launched its first robotaxi service in Austin, Texas, signaling its ambition to expand far beyond car sales.
“Tesla bulls view autonomy as the most important long-term value driver for the company,” said auto industry analyst Melissa Chan. According to her, even if demand for EVs declines, new business models in mobility services could offset the drop.

Fierce Competition and Business Pressure
Tesla is not alone in the race. Chinese automakers like BYD and XPeng are heavily investing in autonomous driving software, while traditional global carmakers are also accelerating their AI integration efforts.
At the same time, Tesla’s core business is under pressure. In Q2 2025, the company’s revenue dropped 16% year-over-year, and sales in Europe plummeted. Tesla’s stock is down over 23% since the beginning of the year, raising concerns about its long-term stability. Reputational issues, including tensions between Musk and the White House, have added to the challenges.
Some analysts believe the new FSD model could be a turning point—but for now, it's still in the testing phase, with no confirmed release date.

Will the System Deliver?
Although Musk is optimistic that the new FSD model could launch next month, widespread rollout depends on successful testing and regulatory approval, particularly in international markets.
For now, Tesla is banking on its progress in AI and the next-gen FSD to shift the tide in its favor. However, the road to full autonomy remains complex—and far from fully autonomous.

#ElonMusk , #Tesla , #ROBOTAXI , #worldnews , #Musk

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