“Cybercab” 的搜索结果

🔴 [Regulatory Filing] Tesla Cybercab's entire door skin falls off after collision in Philadelphia

Summary:
Electrek reports that a gold Tesla Cybercab was involved in a collision this week on Broad Street in Philadelphia, and the outer skin of the driver's-side door fell off entirely; the report also notes that Tesla does not hold a Pennsylvania permit to operate highly automated vehicles, and it remains unclear who was at fault and whether the vehicle was being driven by Tesla software.

Content Summary:

• Reddit user ryephila posted photos showing a gold Cybercab parked on South Broad Street in Philadelphia, about one mile south of City Hall, with the left door skin completely missing, exposing the door's inner frame, window regulator, and wiring harness; the poster said they did not witness the collision and only said it looked like a low-speed accident tore off the left door panel.
• The photos show the glass intact and no bending visible in the underlying structure, with other damage relatively minor: wrinkles in the trim below the door and scratches on the rear fender; in the second photo, a dark-colored sedan is parked behind it, but the report says it cannot be confirmed whether that car was involved, and there is no information on injuries.
• The report says Tesla does not paint the Cybercab, and its body panels are made of mixed-color injection-molded plastic; Tesla engineering head Lars Moravy and design head Franz von Holzhausen told Sandy Munro last year that the colored skin connects to a plastic backing panel, and the entire panel is secured by fasteners accessible from the inside.
• Pennsylvania requires operators of highly automated vehicles (SAE Level 3 and above) to obtain a PennDOT compliance certificate, and the report says the list of PennDOT certificate holders has seven names, with Waymo included and approved to operate in Philadelphia with a safety driver, while Tesla is not on the list.
• The report says the gold Cybercab has been appearing around Philadelphia since mid-September, and The Philadelphia Inquirer previously reported that several were photographed at a Tesla store in Devon, with Tesla not explaining their purpose; based on this, the report says the vehicle on Broad Street was most likely being driven manually or operating with Level 2 driver assistance, with a human in the car responsible.
• The report mentions that Tesla has been putting Cybertruck steering wheels into test Cybercabs for this kind of work, but the photos cannot determine whether this vehicle had a steering wheel; the report also says that under NHTSA's standing general order, crashes involving automated driving systems must be reported even if they cause only property damage above the threshold, while Level 2 crashes are reported only when they involve death, hospitalization, airbag deployment, or hitting a pedestrian or cyclist.

📊 Ticker: TSLA
🧭 Market Stance: Neutral

🔴 [Regulatory Filing] A Tesla Cybercab in Philadelphia was involved in a low-speed collision, and the left door panel fell off, exposing the internal structure

Summary:
Not a Tesla App reported that a Tesla Cybercab was involved in a low-speed collision in Philadelphia, and the left plastic door panel fell off. Photos show internal structures such as the door frame, window regulator, locks, wiring harness, and side impact beam; the party at fault and the specific circumstances of the accident have not yet been confirmed.

Content Summary:

• Tesla observer @TeslaZoa reposted the message on X, saying that this appears to be a relatively low-speed collision that knocked off the Cybercab's left door panel.
• Philadelphia is not within Tesla Robotaxi's operating market, and the article says this Cybercab may have been undergoing validation testing.
• Photos initially shared by a Reddit user show this gold Cybercab parked on a Philadelphia street, with the outer door skin missing, exposing the black inner frame, window regulator, lock hardware, wiring harness, and the side impact beam extending along the length of the door; the window glass is intact, the rocker panel below the sill is wrinkled, and there are scuff marks on the rear quarter panel.
• The article explains that the Cybercab's body panels are manufactured using reaction injection molding, with painting completed inside the mold, without using a traditional paint shop; because the door panel is a plastic part, the article says it is more likely to pop off rather than dent.
• The Cybercab is equipped with 10 adaptive airbags, including front, knee, curtain, and unique side airbags on the inner and outer sides of the seats. A roof-mounted radar sensor can detect whether the seat is occupied by an adult, a child seat, or is empty, in order to adjust airbag deployment; the door also has a mechanical latch that works without power, integrated into the regular electronic door release button.

📊 Ticker: TSLA

Summary

Electrek 根据特斯拉 Q3 产销报告中的“其他车型”数据推算，Cybertruck 当季交付约 7,000 至 8,000 辆，虽属该车型较好季度，但仍远低于产线规划。

Key points

• 特斯拉 Q3 2026“其他车型”交付 8,295 辆，同比下降 48%，为 2021 年以来该类别最低；上年同期为 15,933 辆，上一季度为 12,364 辆。
• Model S 和 Model X 已于今年 4 月停产，库存约 600 辆，另有 350 辆 Signature 版待交付；“其他车型”中乘余的 Model S/X 交付量估计仅为数百辆。
• Semi 方面，特斯拉内华达新工厂自 4 月起造车，但 9 月 25 日才宣布量产并开始向客户交付，距季度结束仅五天，Electrek 估算 Q3 Semi 交付量为数百辆。
• Cybercab 产量以千计，但特斯拉是否将 robotaxi 车队中的车辆计入“交付”尚不明确；Q3“其他车型”产量为 7,004 辆，同比下降 40%。
• Electrek 估算 Cybertruck Q3 交付 7,000 至 8,000 辆，按年化约 30,000 至 32,000 辆；该产线原规划年产能 250,000 辆，最新股东信列出的已安装产能超过 125,000 辆。
• Cox Automotive 美国数据显示，Cybertruck Q2 2026 销量为 3,744 辆，仍高于已停产的福特 F-150 Lightning（2,421 辆）、雪佛兰 Silverado EV（2,266 辆）和 Rivian R1T（1,219 辆）。

📊 标的：TSLA
🧭 市场口径：中性

Silicon Valley 101's latest in-depth video interviewed multiple former Tesla software and hardware engineers, and shared quite a few internal stories that have rarely been made public:

🔹 Musk believed "humans only have two eyes," cut one front-facing camera, and slammed the table and cursed at people during meetings. Later, a blind spot appeared at the front of the car, so it was added back
🔹 The three-chip motherboard was already made, but one or two months before mass production it was changed back to dual-chip because it was "too expensive"
🔹 The real reason for removing radar is said to be that suppliers ran out of stock during the pandemic, not that the technology was already mature
🔹 The end-to-end overhaul reduced 300,000 lines of code to 2,000 lines
🔹 The AI5 chip project was reportedly concealed by its lead for a long time; "two more months" was said for almost a year, after which Musk fired a batch of people
🔹 The cost of the entire HW4 autonomous driving hardware is roughly equivalent to an iPad

📍 At the beginning of the video there is also an on-site test ride of the Cybercab in Austin: two seats, no steering wheel, and no pedals.

💡 The video's conclusion: 13 years later, Tesla and Waymo's two approaches still have not produced a winner. Autonomous driving has entered the second half, where what is compared is safety, cost, and scale; the technical route is no longer the key.

(Note: The internal stories come from the interviewees' personal accounts)

Summary

Not a Tesla App 报道，航拍显示休斯顿Robotaxi停车场停放约190至200辆Cybercab，博主据此认为休斯顿是继奥斯汀后第二个商用Cybercab城市的主要候选，但特斯拉尚未公布休斯顿Cybercab计划。

Key points

• 长期跟踪特斯拉的博主 @SERobinsonJr 于10月6日在X发布航拍视频，称休斯顿该停车场当日“极其繁忙”，估算现场有约190至200辆Cybercab，约15辆正在充电，部分车辆停在特斯拉Hempstead中心内；视频中还从公开信息看车辆进出停车场并在附近公共道路行驶，与博主所称测试持续进行相符。
• 航拍画面显示，金色Cybercab成排占据停车场大部分区域，红白配色的Model Y robotaxi沿边缘列队。休斯顿是特斯拉提供Robotaxi服务的七个美国市场之一，服务区约25平方英里，位于城市西北部沿290号公路一带，目前运行完全无监督的Model Y载客服务；Cybercab载客目前仅限奥斯汀。
• 特斯拉近期向奥斯汀车队新增111辆Cybercab，使当地总数在约两周内达到169辆。文章据此梳理，休斯顿因距奥斯汀较近且已有无监督载客服务，公开报道提到下一个候选城市；迈阿密是另一候选，当地居民称过去数月一直在迈阿密国际机场附近、紧邻Robotaxi服务区的位置观察到大型Cybercab聚集点。
• 特斯拉上月在得州超级工厂造出首辆使用自研电池材料的Cybercab；产能正在爬坡。关于可能的落地方式，文章梳理奥斯汀是先对Giga Texas员工开放Cybercab载客、后向公众开放，第二个城市可能不沿用该路径，或以少量Cybercab直接面向公众载客起步。
• 文章明确，特斯拉尚未宣布休斯顿的Cybercab计划；报道同时提到特斯拉近期将Robotaxi应用扩展至更多国家，主要面向到访美国活跃市场的游客。

📊 标的：TSLA
🧭 市场口径：中性

🔴 [Media Report] Tesla will display the Cybercab autonomous taxi at the Paris Auto Show

Summary:
Bloomberg reports that Tesla will display its Cybercab autonomous taxi at the Paris Auto Show.

Content Summary:

• Bloomberg reports that Tesla will display the Cybercab autonomous taxi at the Paris Auto Show.

📊 Ticker: TSLA

On the second day that Tesla Cybercab was open to the public in Austin, blogger Dave Lee took two rides, each over 40 minutes. His verdict: better than expected.

✅ The good parts

• Lots of legroom, quiet interior, comfortable seats
• 22-inch large screen, nothing blocking the front, reclining the seat to watch YouTube is like watching TV at home
• No steering wheel, pedals, or dashboard, so there's none of the awkward feeling of "where did the driver go"; he said it actually made him feel safer

⚠️ The shortcomings

• The chassis is on the stiff side, close to the ride feel of Model 3, and could be tuned to be more comfortable
• The windows can only be opened a small crack
• On average you have to wait 40 to 45 minutes to get a car

💡 His judgment: once a city has several thousand Cybercabs and the wait time drops to around 5 minutes, the shape of ride-hailing may be rewritten.

(Note: the blogger himself holds TSLA stock)

Summary:
According to a report by TeslaNorth.com, a Tesla Cybercab passenger was trapped inside the vehicle for 14 minutes while the vehicle circled a parking lot in Austin.

Content summary:

• TeslaNorth.com reported that a Cybercab passenger was trapped for 14 minutes.
• The report said the vehicle circled within a parking lot in Austin.

📊 Ticker: TSLA

Source: Google News · 10-06 07:22 (Beijing time)

🔗 Read the original article

🔴 [Regulatory filing] Tesla Robotaxi app opens for download in more countries, but ride service still limited to seven US cities

Summary:
Not a Tesla App reports that the Tesla Robotaxi app is now available on the Apple App Store and Google Play in the UK, Australia, Germany, Italy, Sweden, Singapore and other places, for tourists to install in advance before traveling to the US; but the actual Robotaxi ride service is still limited to seven US cities.

Content summary:

• The app is now available for download in the UK, Australia, Germany, Italy, Sweden, Singapore and other places, and the list is still growing.
• The main purpose of the overseas listing is to make it convenient for tourists to install before traveling to the US, so that they can hail a ride within the service area after arriving in the US.
• At the initial launch of the Robotaxi service, the app was limited to iOS and required joining a waitlist; the Android version launched this spring, ending nearly a year of iPhone exclusivity.
• Currently, actual Robotaxi operations are still limited to seven US cities; Cybercab only provides ride service in Austin, but has already appeared in active markets such as Miami and Dallas.
• Tesla last week extended Robotaxi operating hours in Austin, with commercial operations continuing until 11 PM.
• Regarding international expansion, the article says Musk stated last month that Cybercab may soon enter Europe, but the article characterizes this as illustrative rather than a timetable; European regulators have not yet reached agreement on region-wide approval of supervised FSD.

📊 Ticker: TSLA
🧭 Market stance: Neutral

Source: Not a Tesla App · 10-06 02:21 (Beijing time)

🔗 Read the original article

Summary

有分析师在特斯拉二季度财报公布前押注其 Robotaxi 和 Cybercab 业务，零售端预计股价将攀升至 450 美元。

Key points

• Stocktwits 内容显示，该分析师在特斯拉二季度业绩公布之前，押注其 Robotaxi 和 Cybercab 业务。
• 零售端预计特斯拉股价将攀升至 450 美元。

📊 标的：TSLA
🧭 市场口径：中性

Source: Google News · 10-05 01:53（北京时间）

Summary:
TradingKey published a Tesla price outlook article, mentioning progress on the Nevada Robotaxi, the China recall forming a hedge, and the approaching Cybercab launch.

Content summary:

• Nevada Robotaxi-related progress and the China recall event form a hedge.
• The Cybercab launch is approaching.

📊 Ticker: TSLA
🧭 Market stance: Neutral

Source: Google News · 10-04 09:41 (Beijing time)

🔗 Read the original article

Summary

专业媒体 Electrek 报道，特斯拉在奥斯汀将 Robotaxi 服务时间从晚 10 点延至 11 点，马斯克回复称夜间运营的主要难点是避免碾到黑暗中难辨的宠物，文章称这正是摄像头方案在低照度低对比场景下的短板，而激光雷达与雷达的强项所在。

Key points

• 特斯拉 Robotaxi 账号在周五晚宣布，奥斯汀服务“现在可用至晚上 11 点”，此前为晚上 10 点；马斯克转发了该公告。

• 马斯克回复称，目前要解决的主要问题是确保车辆在夜间不会碾到难以看清的宠物，原话例子是“黑暗中灰色柏油路上的灰色小猫”。

• 文章梳理称，Robotaxi 于 2025 年 6 月在奥斯汀上线时，App 接单时间为早 6 点至午夜；15 个月后，服务比上线首日提前一小时收车，且自上线以来规模扩张有限，上个月加入了 Cybercab。

• 文章对比称，Waymo 第六代系统配备 13 个摄像头、4 个激光雷达和 6 个雷达，其约 4000 辆无人驾驶车全天 24 小时运行；特斯拉于 2021 年 5 月移除雷达，2022 年弃用超声波传感器，从未在量产车上搭载激光雷达。

• 文章列举马斯克过往表态：2019 年 4 月称“激光雷达是蠢人的差事”；2022 年 2 月称其为“诱人的局部最优”；2025 年 8 月称“激光雷达和雷达因传感器冲突降低安全性”；今年 5 月发布摄像头“光子计数重建”图像并称这是特斯拉 FSD 夜间和强眩光下看得清的原因。

• 文章提到，美国国家公路交通安全管理局目前正就低能见度条件下 FSD 碰撞事故调查 320 万辆特斯拉，调查中要求特斯拉提供一份名为“雷达拯救我们”的内部文件。

📊 标的：TSLA
🧭 市场口径：中性

Source: Electrek · 10-03 22:36（北京时间）

Summary

媒体 BASENOR 报道称，特斯拉 Cybercab 在得州的车队数量达到 158 辆。

Key points

• 媒体 BASENOR 报道，特斯拉 Cybercab 在得州的车队规模为 158 辆。
• 该报道以问答形式呈现上述信息。

📊 标的：TSLA

Source: Google News · 10-02 11:05（北京时间）

Summary

专业媒体 Not a Tesla App 报道，特斯拉 2026.38 软件更新向搭载 Intel Atom 信息娱乐处理器的老款车型推送 3D 超充站站点地图，此前该功能仅限 AMD Ryzen 新车型使用。

Key points

• 2026.38 更新正式向 Intel 平台车辆提供 3D 超充站站点地图，覆盖老款 Model S、Model X、Model 3 和 Model Y。
• 使用方式为：导航至支持的超充站后点击 View Site Map 按钮，中控屏显示该站点的实时交互式 3D 布局；导航抵达支持站点时地图也会自动弹出。
• 渲染内容包括每个充电桩的物理朝向、通行车道和实体隔离桩，并以颜色标注每个桩的状态（可用、占用、故障）；被占用桩还会显示占用车辆类型，报道提到特斯拉近期加入了 Cybercab 专属模型。
• 该功能最早随 2025 假日更新推出，首批仅 18 个试点站点，位于加州和得州；今年春季扩展至加拿大，目前覆盖北美几乎所有超充站点；近期也已进入特斯拉 App，但移动端仍有待后续更新解决的问题。
• 2026.38 更新还包含老款车型的视觉更新：中控屏车辆模型画质提升，以及 Hardware 3 老款车辆的驻车动画改进。

📊 标的：TSLA

Source: Not a Tesla App · 10-01 00:48（北京时间）

Summary

Stocktwits 报道，马斯克重申 Cybercab 四月生产时间表，并提到 5 倍“超高产量”爬坡目标。

Key points

• 马斯克加大了对 Cybercab 四月生产时间表的表态力度。
• 其提到 5 倍“超高产量”爬坡。

📊 标的：TSLA
🧭 市场口径：中性

Source: Google News · 09-30 10:25（北京时间）

Summary

据 BASENOR 报道，NHTSA 针对 Cybercab 向特斯拉提出问询，特斯拉需在当日作出回应。

Key points

• 报道标题显示，NHTSA 的问询聚焦 Cybercab 相关事宜。
• 报道提到特斯拉当日需要就此作答，具体问题清单原文未披露。

📊 标的：TSLA
🧭 市场口径：中性

Source: Google News · 09-30 08:05（北京时间）

Summary

TechCrunch 报道称，特斯拉宣布已获得总额 300 亿美元的新信贷额度，花旗、富国银行分别参与；公司表示今年不打算提取这些贷款，2026 年资本支出预计至少 250 亿美元。

Key points

• 特斯拉称已落实 300 亿美元新信贷额度，可用于扩大 Cybercab 无人驾驶出租车、Optimus 机器人和 Tesla Semi 三款产品的生产规模。
• 花旗同意提供 200 亿美元三年期延迟提取定期贷款；富国银行签下 80 亿美元五年期循环信贷额度，以及 20 亿美元 364 天期循环信贷额度。
• 公司在监管文件中表示，今年不打算提取这些贷款。
• 特斯拉此前预计 2026 年资本支出至少 250 亿美元；今年第二季度末债务约 90 亿美元，现金及投资超过 400 亿美元。
• Semi 和 Optimus 均采用新建专属工厂的方式推进，三款新产品都需要新的制造产线。

📊 标的：TSLA
🧭 市场口径：中性

Source: TechCrunch Tesla · 09-30 05:20（北京时间）