Tesla's Cybercabs Fleet Hits TWO Huge Milestones

本期发布于2026年9月23日的播客，重点讨论了特斯拉 CyberCab 即将在 RoboTaxi 市场中取得的主导地位，并质疑了 Waymo 的竞争能力。 以下是播客中提到的主要新闻和更新： * 特斯拉已在德克萨斯州扩大了 CyberCab 的部署，注册了79辆 Model Y 用于 RoboTaxi 服务。 * 编号为67的 CyberCab 最近加入了奥斯汀车队，特斯拉官方 RoboTaxi 账号对此进行了公开发布。 * 播客期间的突发新闻显示，特斯拉又为其奥斯汀车队增加了两辆 CyberCab，使总数达到69辆。 * 在拉斯维加斯，特斯拉计划在未来一年内部署2500辆 CyberCab。 * 特斯拉的官方长期里程碑是尽快实现一百万辆 RoboTaxi 的商业运营，预计这将为特斯拉带来约1000亿美元的共享出行收入，其利润率可能远高于硬件销售。 * 在美国，新售特斯拉车辆的完全自动驾驶 (FSD) 搭载率超过55%，这表明 FSD 正在显著推动车辆销售。 * GrokBot 现已集成到特斯拉车辆中，允许用户在车内与人工智能进行互动。 * 其中一位发言人 Salim 正在出售他使用了10年的特斯拉 Model S，以购买一辆 Model Y，专门为了其 FSD 功能。 发言者们断言，“所有头脑正常的人”或“拥有特斯拉式思维的人”都认同特斯拉的 CyberCab 将凭借其卓越的性价比、成本优势和规模化能力，“碾压” RoboTaxi 市场。他们强调特斯拉纯视觉方案（8个摄像头）是相对于 Waymo 传感器密集型车辆（激光雷达、毫米波雷达、13个摄像头）的显著优势，并将 CyberCab 比作一个“大规模人工智能驱动”的系统。 播客参与者对 Waymo 的长期生存能力表示怀疑，认为 Waymo 最好的策略是在狭窄的细分市场中亏本运营，收取巨额溢价，并依赖“洗脑”消费者。他们预测 Waymo 将会“蹒跚前行一段时间”，然后谷歌最终会“拔掉插头”（终止运营）。 对话还触及了自动驾驶汽车的社会效益，包括为贫困人口和老年人提供负担得起的交通服务，以及城市拥抱这项技术对未来进步的重要性。未能主动推广自动驾驶汽车的城市被描述为“没有为奇点做好准备”或表现出“高层智力迟钝”。 主持人讽刺地将特斯拉主导地位的怀疑者称为“中等智商者”（"midwits"），他们拥有“Waymo 式思维”，认为其他公司可以简单地按下“魔法追赶特斯拉按钮”，尽管特斯拉拥有巨大的成本优势和可扩展性。

This podcast, published on 2026-09-23, heavily discusses the impending dominance of Tesla's CyberCab in the RoboTaxi market and questions Waymo's ability to compete. Here are the key news and updates mentioned: * Tesla has expanded its CyberCab rollout in Texas, registering 79 Model Ys for the RoboTaxi service. * CyberCab number 67 recently joined the Austin fleet, an event publicly posted by Tesla's official RoboTaxi account. * Breaking news during the podcast indicates Tesla added two more CyberCabs to its Austin fleet, bringing the total to 69. * In Las Vegas, Tesla plans to deploy 2,500 CyberCabs in the next year. * Tesla's official long-term milestone is to achieve a million RoboTaxis in commercial operations as soon as possible, which is estimated to generate around $100 billion in rideshare revenue for Tesla, potentially with much higher profit margins than hardware sales. * The Full Self-Driving (FSD) take rate on new Tesla vehicle sales in the US is over 55%, indicating that FSD is significantly driving vehicle purchases. * GrokBot is now being integrated into Tesla vehicles, allowing users to interact with AI within their cars. * One of the speakers, Salim, is selling his 10-year-old Tesla Model S to acquire a Model Y specifically for its FSD capabilities. The speakers assert that "everybody with a reasonable-sized brain" or "Tesla-sized brains" are converging on the opinion that Tesla's CyberCab will "crush" the RoboTaxi market due to its superior price performance, cost advantages, and ability to scale. They highlight Tesla's camera-only approach (8 cameras) as a significant advantage over Waymo's sensor-heavy vehicles (LIDARs, radars, 13 cameras), likening the CyberCab to a "massively AI driven" system. The podcast participants express skepticism about Waymo's long-term viability, suggesting Waymo's best bet is to operate at a loss in narrow niches, charge massive premiums, and rely on "brainwashing" consumers. They predict Waymo will "limp along for a while" before Google eventually pulls the plug. The conversation also touches on the societal benefits of autonomous vehicles, including providing affordable transportation for the poor and elderly, and the importance of cities embracing this technology for future progress. Cities that fail to proactively roll out autonomous vehicles are described as "not equipped for the singularity" or demonstrating "retardation at the top." The host sarcastically refers to skeptics of Tesla's dominance as "midwits" with "Waymo-sized brains," who believe other companies can simply press a "magic catch up to Tesla button" despite Tesla's massive cost advantages and scalability.