ARK:特斯拉自动驾驶出租车已上线…… 接下来会怎样?

汽车产业前线观察
Sep 09

一个 10 万亿美元的市场?6 月 22 日,特斯拉在奥斯汀向部分限定用户推出了自动驾驶出租车(robotaxi)服务,这标志着其商业模式开始从一次性、低利润率的硬件销售,向持续性、高利润率的收入模式转变。如今,随着该业务规模的扩大,特斯拉仅需约 20 万辆车,就有望满足奥斯汀市区的车辆行驶里程(VMT)需求,这一市场机遇远超当前的网约车市场规模。据我们研究,到 2029 年,特斯拉自动驾驶出租车...

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