特斯拉首席执行官埃隆·马斯克素来认为机器人将接管驾驶任务。周三，他将这一长期的自动驾驶愿景推进了一步。在该车企的财报电话会上，马斯克预测，只要监管机构不从中作梗，特斯拉本身将主导乘客的出行方式。“我认为，在任何允许特斯拉自由运营的国家，特斯拉最终将承担地球上大多数乘客里程，”他说。“你们可以回头来验证这个预测，但我对这个预测很有信心。”
Tesla CEO Elon Musk famously thinks bots will drive us around. On Wednesday, he took that long-running vision of autonomy a step further. During the automaker's earnings call, Musk predicted that Tesla itself would dominate how passengers get around — so long as pesky regulators don't get in the way. "I think Tesla will end up doing a majority of all passenger miles on Earth in any country where it is allowed to operate freely," he said. "And you can come back and look at this prediction, but I feel confident about this prediction."
他说，特斯拉实现全球主导地位的最大障碍是外国政府为了“保护本国产业”而阻挠自动驾驶技术。这比马斯克此前的自动驾驶预测更为大胆。在1月的财报电话会上，他说“绝大多数行驶里程”最终将实现自动驾驶，并猜测人们手动驾驶的里程将不足5%。那个预测让其他自动驾驶竞争对手——Waymo、Zoox、福特、通用、Rivian等——仍留在竞争行列中。
He said Tesla's biggest hurdle to world domination is foreign governments blocking autonomous tech "to protect a domestic industry." That is a bolder statement than Musk's prior autonomy predictions. During a January earnings call, he said the "vast majority of miles traveled" would eventually be autonomous and guessed that people would manually drive fewer than 5% of miles. That prediction left other autonomous competitors — Waymo, Zoox, Ford, GM, Rivian, etc. — in the fray.
车辆自动驾驶是特斯拉估值叙事的核心。该公司表示，其未来车型阵容将仅包含一款可由驾驶员手动操作的车辆：高价位的Roadster。9月，公司开始在得克萨斯州推出无方向盘的Cybercab用于网约车服务。该推出过程经历了反复。虽然特斯拉称正在提高产量并准备在佛罗里达州推出Cybercab网约车服务，但美国国家公路交通安全管理局（NHTSA）在该车公开发布几小时后发起审计调查，以审查该车企的自我认证。
Vehicle autonomy is core to Tesla's valuation story. The company says its future lineup will include only one vehicle that drivers can operate manually: the high-priced Roadster. In September, the company started rolling out the steering-wheel-less Cybercab for ride-hailing in Texas. That rollout has had its fits and starts. While Tesla says it's ramping production and preparing to launch Cybercab rides in Florida, the NHTSA issued an audit inquiry hours after the car's public release to probe the automaker's self-certification.
马斯克曾将自己的预测描述为“最佳猜测”，近期已错过多个特斯拉自动驾驶推出的时间节点——包括预测无人监管自动驾驶将于2025年在美国全面铺开。如今，特斯拉为其全自动驾驶软件的消费者发布设定了新的目标日期。
Musk, who has described his predictions as his "best guesses," has missed several recent timelines for Tesla's autonomy rollout — including a prediction that unsupervised autonomy would ramp across the US in 2025. Now, Tesla has a new target date for the consumer launch of its full self-driving software.
周三，该公司AI副总裁Ashok Elluswamy表示，无监督FSD将在“明年第二季度左右”推出。特斯拉未立即回应《商业内幕》的置评请求。
On Wednesday, Ashok Elluswamy, the company's VP of AI, said unsupervised FSD is coming "somewhere around Q2 next year." Tesla didn't immediately respond to a request for comment from Business Insider.