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深度解读Robotaxi上路！特斯拉能走出奥斯汀吗？ episode artwork

EPISODE · Jun 28, 2025 · 1H 2M

深度解读Robotaxi上路！特斯拉能走出奥斯汀吗？

from 人民公园说AI

特斯拉自动驾驶领域烧了十年、投了几百亿，终于不再只出现在PPT上。这次马斯克在奥斯汀悄悄上线Robotaxi服务，最终能跑出奥斯汀吗？FSD vs Waymo vs 萝卜快跑谁代表未来？这期播客，我们就来掰开揉碎看：这次真是自动驾驶的iPhone时刻，还是马斯克又一场估值表演？00:00 Robotaxi首秀上限惊人下限也惊人？10:06 Waymo和特斯拉谁才是未来？13:18 特斯拉的数据飞轮！17:22 FSD改变的是成本结构？19:17 Robotaxi是特斯拉的背水一战24:50 Waymo为什么永远赚不到钱？33:34 无规模化就无自驾？39:57 为何雷军仍说要追五年？45:17 自动驾驶会比AGI和人形机器人更早到来？48:33 中美无人驾驶路线谁能笑到最后？50:18 萝卜快跑为何在国内没能遍地开花？59:00 “美国完成0到1，中国实现1到N”？【关注主播】📕小红书：叫我小苏就好啊📺B站：叫我小苏就好啊📱微信：Roisu117【关注频道】：📕小红书：人民公园说AI▶️油管：人民公园说AI🐦推特：人民公园说AI在小宇宙查看该单集文稿

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深度解读Robotaxi上路！特斯拉能走出奥斯汀吗？

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