Elon Musk Confirms Delay In Tesla Robotaxi Unveil Due To 'Important Design Change,' But Stays Mum On New Timeline
Elon Musk Confirms Delay In Tesla Robotaxi Unveil Due To 'Important Design Change,' But Stays Mum On New Timeline
Tesla Inc (NASDAQ:TSLA) CEO Elon Musk on Monday confirmed that its robotaxi unveiling event has been delayed to deploy some design changes to the vehicle.
特斯拉公司（NASDAQ：TSLA）的首席执行官埃隆·马斯克周一确认，他们的机器人出租车发布会已经延迟，以实现一些车辆设计的更改。
What Happened: "Requested what I think is an important design change to the front, and extra time allows us to show off a few other things," Musk said about delaying the robotaxi unveiling event initially scheduled for Aug. 8. The CEO, however, did not provide fresh dates for the event.
发生了什么：“我请求了我认为是重要的前置设计更改，而额外的时间让我们展示一些其他的东西。”马斯克谈到了推迟机器人出租车发布会的原因，这个活动最初定于8月8日举办。然而，这位CEO并未提供活动的新日期。
Requested what I think is an important design change to the front, and extra time allows us to show off a few other things
— Elon Musk (@elonmusk) July 15, 2024
我请求了我认为是重要的前置设计更改，额外的时间让我们展示一些其他的东西。
——埃隆·马斯克（@elonmusk）2024年7月15日
Musk's confirmation comes on the heels of a media report from last week that said that the company has delayed its robotaxi unveiling event, initially scheduled for Aug. 8, by two months to October. The postponement of dates is to allow teams working on the project to build more prototypes, Bloomberg reported, citing people familiar with the matter.
马斯克的确认是在上周媒体报道之后发布的，据报道说，特斯拉公司已经将最初定于8月8日举办的机器人出租车发布会延迟两个月至10月。彭博社援引知情人士的消息称，延迟日期是为了让从事该项目的团队制造更多的原型。
Neither Tesla nor Musk had confirmed the report until now.
直到现在，特斯拉和马斯克都没有证实这个报道。
Why It Matters: While other players like Waymo, Cruise, and Zoox have all revealed driverless robotaxi designs with no steering wheels, Tesla would be the first with sufficient manufacturing capability to produce the design at scale, according to Ark Invest's Brett Winton. Unlike many investors who were disappointed at the delay, Winton is positive about the delay, which he deems is about the company taking the time to get it right.
为什么重要：Ark Invest的布雷特·温顿（Brett Winton）表示，虽然Waymo、Cruise和Zoox等其他公司都推出了没有方向盘的无人驾驶机器人出租车设计，但特斯拉将成为第一个具有足够制造能力，能够大规模生产此设计的公司。温顿对延迟感到积极，因为他认为这是公司花费时间做好准备的结果。
Winton thinks that Tesla likely delayed the event to ensure that the new vehicle design is close to the one that the company will eventually produce at scale, while also aligning it with its progress on the full self-driving (FSD) driver assistance software. Tesla is currently ramping up the capabilities of FSD toward vehicle autonomy. The two-month delay might be to align FSD milestones with the robotaxi unveiling event, he opined.
温顿认为，特斯拉推迟发布会的原因可能是为了确保新车设计接近公司最终大规模生产的方案，并将其与公司在全自动驾驶（FSD）驾驶员辅助软件上的进展相一致。特斯拉目前正在推进FSD的能力，以实现车辆的自主性。他认为，两个月的延迟可能是为了将FSD的里程碑与机器人出租车发布活动相一致。
"In our view, its robotaxi service could be one of the most profound business transformations in history, moving Tesla from the one-time sale of vehicles to a recurring revenue model involving platform fees for every commercial mile," Winton wrote in Ark's weekly newsletter published earlier this week.
温顿在Ark发布的本周消息中写道：“在我们看来，其机器人出租车服务可能是历史上最深刻的业务转型之一，将特斯拉从一次性汽车销售转变为涵盖每个商业英里平台费的经常性营收模型。”
Price Action: Tesla shares closed up 1.8% at $252.64 on Monday and rose 0.9% after hours. The stock is up 1.7% year-to-date, according to data from Benzinga Pro.
股价行情：特斯拉股票周一收盘上涨1.8％，报252.64美元，盘后上涨0.9％。根据Benzinga Pro的数据，股票今年迄今上涨了1.7％。
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