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● Musk Unveils Robotaxi Plan, Austin Launch in June

Tesla Robotaxi and Optimus: A Comprehensive Overview of the Tech Revolution Transforming the Future and Global Economic Impact

This article provides a fascinating and systematic overview, based on the latest CNBC interviews, of Elon Musk's timeline for the realistic debut of Tesla's robotaxi, the historical launch plan for unmanned autonomous driving, the major transformation of the robotaxi business model's revenue structure, the impact on the global automotive market, and ultimately, AI and humanoid robot Optimus. Reading this is essential to grasp the future Tesla is creating, its impact on our daily lives, the global stock market, and the core of the AI revolution.

1. Tesla Robotaxi Launch – Roadmap to Reality

• Tesla's unmanned robotaxi is scheduled to be deployed on real roads in Austin, Texas, in June 2024.
• Initially, a small number of about 10 units will be tested, followed by safety verification and expansion to 1,000 units within a few months.
• Phased expansion to major cities such as San Francisco, Los Angeles, and San Antonio is anticipated.
• This timeline represents a 'real commercialization threshold,' distinctly different from previous autonomous vehicle technology announcements.
• The industry is closely watching Tesla's technology and deployment strategy compared to existing autonomous driving companies like Waymo.

2. Regulation and Regional Expansion – Strategy for the Americas and Global Markets

• Autonomous vehicle regulations currently vary by state and city in the U.S.
• Musk emphasizes the need for 'nationwide unified regulations,' which is expected to impact the entire economic system, including transportation, insurance, and safety standards.
• California has existing approved models such as Waymo and GM Cruise, while Texas offers a more favorable market testing environment due to deregulation.
• Global markets like China face challenges due to protection of domestic auto industries and regulations, requiring Tesla's flexible lobbying and negotiation skills.

3. Robotaxi Business Model and Economic Innovation

• Tesla vehicle owners can register their vehicles in the robotaxi fleet to generate revenue (a model combining Uber and Airbnb).
• The ability to turn idle vehicle time into income changes the 'asset value of the car.'
• The Tesla platform provides vehicle infrastructure, software, and user matching services, maximizing economic network effects.
• The expansion of vehicle sharing/fleet businesses is expected to disrupt existing labor markets, including insurance, vehicle management, and driver employment.

4. Tesla’s Technology Strategy – Competition and AI Direction

• While Waymo and others use multiple sensors such as cameras, LiDAR, and radar, Tesla is centralizing around cameras, neural networks, and microphones.
• The road system is designed similarly to 'human eyes and brain,' making AI neural network development a critical point.
• The camera + AI combination is key in terms of cost and performance, while the use of various sensors may lead to confusion and reduced safety.
• Diversification of new revenue sources is being discussed, including the sale of autonomous driving platform licenses and the development of a proprietary vehicle-sharing app.

5. Industrial Structure Change and Future Strategy – Optimus and AI Robots

• Musk focuses on 'autonomous driving' and 'humanoid robots (Optimus)' as the core values of the automotive industry.
• Within 20 years, tens to hundreds of millions of humanoid robots are expected to emerge worldwide, revolutionizing industries and daily life, including housework, caregiving, and production.
• Tesla's Optimus robot can learn like humans through how-to videos and YouTube, foreshadowing a transformation of the future labor market.
• The construction of ultra-large AI infrastructure, including AI and computing power (tens to hundreds of thousands of GPUs), Tesla Dojo, and XAI, is underway.

6. Autonomous Vehicle Investment, Shareholder Policy, and Future Influence

• Tesla's large-scale autonomous vehicle operation model will have ripple effects across upstream industries such as insurance, data, parts, and logistics.
• Musk has expressed his intention to secure 25% ownership and maintain CEO influence, mentioning compensation plans, mergers and acquisitions (M&A), and strategies linked to XAI.
• With market share expansion, the collapse of existing automobile manufacturers/sharing platform structures and the acceleration of new AI-based market creation are expected.

7. Economic and Stock Market, Investor Implications

• The commercialization of robotaxis will cause a major upheaval in the traditional industrial structures of the automotive, IT, platform, and insurance sectors.
• Expansion from a simple mobility company to a comprehensive AI+platform-based economic system will intensify global leadership competition.
• In the long term, significant changes are anticipated in economic growth, industrial employment structure, financial market value, and innovative company investment strategies.

< Summary >
Tesla's robotaxi will become a reality in Austin in June. An innovative business model is expected to generate revenue for vehicle owners and change the economic structure. Breaking through strict regulations will intensify global competition in autonomous driving AI and robot fields. The impact on industry, investment, and labor market will be significant. Tesla's AI strategy, including Optimus, is a key pillar of future growth.

Tesla Robotaxi, Autonomous Driving, AI, Economic Outlook, Global Market Trends, Ignition of Innovation

In June 2024, Tesla is pioneering a revolution in the automotive market by launching the world’s first unmanned robotaxi on real roads in Austin. Tesla’s robotaxi is a milestone in the commercialization of autonomous vehicle technology and heralds a major transformation of the economic system, including vehicle sharing revenue, AI and platform integration, and insurance and logistics. From global regulations, competition, and technology infrastructure to the Optimus robot, this is an innovation trend to watch at the forefront of the economic outlook.

[Related Articles…]

• Tesla's Autonomous Driving Shakes the Industry: The Beginning of a New Economic Order
• Tesla's AI Innovation, Intensifying the Competition for Robot Market Dominance

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