Office Hours (Subscribe to speak)

Whole Mars Catalog 订阅播客 2h 49m 0 次下载 收录于 2026-10-26 #热门

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特斯拉Robotaxi服务在奥斯汀快速扩张,Cybercab车队单月新增424辆,FSD安全性或已超越人类驾驶员。 - 特斯拉租赁协议允许三年行驶36,000英里,而FSD v14在34,000英里内可能实现零安全关键干预,v15预计表现更佳 - 有用户从F1赛事返程时乘坐Cybercab,费用高达77美元,反映供需紧张与高消费人群聚集 - 奥斯汀Cybercab数量已接近Model Y,车队规模照片显示约50辆列队,但其他城市仍仅运营2-3辆 - 达拉斯确认将于11月上线Robotaxi服务;奥斯汀计划扩展至高速道路,但未公布具体时间表 - 本周部署167辆车,本月累计424辆,增长幅度惊人 - Roadster在洛杉矶Peterson博物馆展出,外观获好评,配备完整传感器套件(前置、侧置及后视镜摄像头),但因空气动力学优化,FSD适配或受限 特斯拉Robotaxi正从奥斯汀试验场走向多城市复制,值得持续关注其扩张节奏与FSD在特殊车型上的落地进展。

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So she's only allowed to drive 36,000 miles in the three years that the lease covers So you're getting a streak on v14 that's 34,000 miles. I mean the average person at this point could probably lease a Tesla and never have a safety critical intervention from for the entire period of their lease and I'm sure v15 will be even better So yeah pretty crazy numbers and Yeah, what's uh what's been on your mind David any interesting news items this week that you've been thinking about Somebody just sent me that cyber cab coming back from F1 was over $70 I thought that was kind of funny, but $70 holy shit. I think I think it was 77 But um, you know, really were supply and demand and you know a prime high money demographic meet all together But I'm sure they got it, but That's what I've been following Close mostly today and that beautiful photo that was shared this morning of like 50 of them all lined up Pretty amazing And I hope they can replicate this pretty soon and in the other cities because I don't it seems like you know They can have a damn near a thousand just in Austin, but in you know, my am in these other cities They're still running two or three. I don't know if that's an am thing or just because they've been running so much longer in Austin or Or what it is, but I mean nevertheless it's pretty exciting Yeah, it seems like they probably have more cybercabs and model eyes in Austin at this point Yeah, it must be because I mean it's a damn near one-to-one ratio and the state registrations and You got to think about Dallas as has a shit ton of cars as well So it must be more Yeah, it seems like cybercab was really an inflection point for them in scaling and It'll be interesting to see whether the other cities followed the same pattern once they launched there But they did confirm Dallas is gonna be launching in November That's gonna be exciting to see It's interesting. They said anything about the freeway in Austin. I think they said that They're gonna start operating on higher speed roads, but they didn't really give a concrete timeline for it But yeah, it seems like the robot taxi service is progressing well That's pretty crazy pricing though. That's kind of insane that Someone even accepted that ride at $77 Yeah, and think about it all these all these people Getting in electric cybercabs to go watch gas cars go around a track Yeah, I mean It's Interesting times we live in for sure maybe In a few years they'll be watching autonomous cars go around the track if we get roadster FSD although You know, it's it's sort of interesting seeing the already did that in an Abu Dhabi It's sort of interesting seeing the The roadster in person at the Peterson. It's been on display at the Peterson Museum in LA and the windshield is very Very sloped I can understand why they were talking about you know, maybe a limited version of FSD The cars just super optimized for arrow and isn't exactly Set up the same way camera wise as the other cars So it'll be interesting to see you know how they're able to deal with that when it ships but It did seem to have a full sensor suite on the car it had a front camera side cameras Even had an extra camera on the side repeater presumably to make sure the the door doesn't have anything So yeah, it was really really that it looked better or worse to than than the photos I would say it looked better But you know the headlights were closed We couldn't open the doors or anything so and it was kind of like in a corner So we couldn't even really like walk around it But yeah seeing it in person I was just like all right. I want this car A lot of people Even people I saw there said oh man, you know, I wish they produced the 2017 design I Like that design better than this one but You know, I've always been a fan of sort of Lamborghini's and that sort of aesthetic so This is right up my alley. I mean, I love the 2017 design too, but Yeah, I think this car is pretty sexy and much more modern looking Did anyone Did anyone else go see the road start the Peterson? Well, maybe nobody else in LA is on the speaker board right now, but How are you doing overly? Yeah doing good Yeah, this picture is we were seeing and and and they put up another I don't know if you follow her George X but she put up another video of like people I think it was either arriving earlier or leaving and they're just the cybercabs are just everywhere and Yeah, I mean I'm with David like I want to see them replicate this which it seems like they will soon It always seems like Austin was the test bed and as they've Implemented the cybercabs. We've just seen them Grow I mean the growth has just been kind of insane. I mean I put up a post earlier where I was looking at your tracker and I was just I did actually like kind of lost count of how many robotaxies that they had deployed in This month so they they deployed 167 vehicles this week and 424 this month That is just an insane amount of growth for a month and I still think this is the slow part Because it seems like a lot of these are just going into Austin right now And then I put up another post to about you know, I'm really proud of the team because of the way they're able to Is especially since some like ACL and X takeover I when I was there I know some people had some high times and there were some surge pricing but You know for the wait times I think they've done a very good job with these big events and they can add this to They can that they can add this to the this F1 event to that I mean Even though the prices are high as David showed Yes, 70 dollars is a little high But you know, they're the only AV operator that's able to Pick up and drop off and they added it this weekend, which I thought was You know, I think that's a very courageous thing to do because we all know how hectic these events can get and They were confident enough to do this and to work well and it seems like it's worked well And then I just saw your your post or You put that up there David that Uber so So the model so the cyber cap costs $77 but Uber XL was 116 premiere was 126 dollars premiere SUV was 163 so Yeah, I mean 70 dollars for cyber cap not too bad if those are the prices so But yeah, I'm just really excited about the team and everything that's everything that they're doing They're on a good path here Yeah, with that context suddenly $77 is looking cheap So I mean, this is a pretty good business model. They've got here if this was a car They were selling for $25,000 it would be generating what a few hundred dollars a month in lease payments financing payments and now you know When they've got an event like f1 it's doing $70 one ride So the same car off the line With autonomy I think has the potential to generate much more revenue for them and I agree. I mean, I think the scaling of Robotaxi and FSD supervised is probably the most exciting story That's happening right now in the Tesla world I agree with Trab that this is still the slowly part You know, we're still talking about one city But it was interesting on the call they said we're We're only doing Austin right now because we want to just flood Austin with cybercabs and then we're gonna go to other cities after that but I mean even just earlier this year this service was more of a Test run than a really useful service You would get high service demand messages all time who close at like seven o'clock It was really a serious Robotaxi service and over the last few months. It's gone to Something that can actually take you to f1. It's now running until 1 a.m You know last calls at 1 a.m. It'll run beyond that It'll run in the rain So you know kudos to the Tesla team. They've done a lot of hard work And this is kind of what they mean by slowly than all at once You start slowly you find issues you fix issues But then once you fix the issues and you've got you know a thousand cars out there and they're all operating safely Well, then you can put 2000 cars or 5,000 cars or 10,000 cars and It's still gonna continue to work. You know, maybe you'll find a few more bugs But once you get past that initial hurdle It's a lot smoother sailing So you know, they're saying like Around Q2 of next year we think all the major technical hurdles are are going to be over and then the blocker is just regulatory at that point They also mentioned that in Q2 of next year They're aiming to let customers start putting their cars on the robotaxi network run FSD unsupervised on customer cars and Allow customers to make some money basically fulfilling master plan part two So that's a pretty ambitious target. They'd actually initially targeted Q4 So it looks like they're pushing it back around six months or so But I'll give them a pass on that because They're doing such an impressive job scaling the robotaxi service But yeah, I think that's gonna be really exciting David David what do you think about that announcement that you know They're forecasting Q2 for unsupervised FSD on customer cars and Robotaxi network access I mean I think that's you know, I mean that's ambitious goal But in a really cool way like exciting like I think they can make that like not not having doubt or be impassimistic, but I Thought it was beautiful what you said to go on back just to say the one sentence But it wasn't very long ago that you were like fighting to get an unsupervised ride and you had to be in a certain spot And it was only between the hours of like 9 a.m. and 3 p.m. And it was only week day Yeah, remember when you called 50 cars looking for an unsupervised one or something Yeah, yeah, that was just a few months ago, isn't it? Yeah, so it's I mean now they're about to be in like 10 plus cities and So I mean, yeah, it's like super cool. I was like turn around all at once and I mean, I'm victim of it too But you know like we're having all these huge things and we keep asking for more and more and more But sometimes we just got to be appreciative that it was like Basically yesterday that it was you're fighting tooth and they all just just to get one and now there's More than they know what to do with so I mean, it's pretty cool And I mean, I mean hell if you can have unsupervised and put it on the network and stuff like I made the joke Replying to Soror's post, but I might have to move to Austin if that's that ends up being true so Have you seen some of the updates to go more? I've posted it up top so everybody can see from Aaron and Yeah, it's just the updates of their shipping are pretty crazy. I don't know if you've seen them They completely updated the UI they now have GROC it says like on the screen like say hey GROC and ask it questions They've done some changes with the blinker as well They're just like shipping updates so often like I can't even keep up, but just wanted to get your thoughts You can see review me here in Cyrocyte CyberCab. I don't know about monol y But I thought was a kind of a beautiful compromise was my suspense or post about it earlier But the turn signal noise is still on but it's only for four blanks And then it goes away so if you're a long light or something it turns off but kind of turns on briefly Like hey, we're about to make the turn and then it goes away And I kind of think that's a beautiful happy medium though. They'll probably keep a good call truck Yeah, the rear camera is a good addition It does sometimes feel weird when you're in the car and you're like Wait, what's going on behind me? There's no side mirrors. There's no rearview mirror There's no camera app on the car so not necessarily You know The most important thing for them to focus on Which is I guess why I wasn't there on launch day, but it's really cool that they're listening to customer feedback And I remember David and others mentioned it's kind of weird not having the blinker sound. They went ahead and reacted it So that's what's really fun about this time and being an early adopter and Obsessing over this stuff is you can actually shape the future of the products You can actually just say hey, you know, this needs to be better or I wish it was like this Yeah, Grock wasn't in the model wise. It was only in the cybercabs So it's good to see they added that I think Grock is really going to be the primary interface to control these robot axes But yeah, they've made a lot of progress

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