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NewsTopic · 特斯拉Cybercab1 min read·2026-10-03DisconfirmAI Editorial

Cybercab's first month: 169 authorized in Texas, still far behind Waymo

Tesla's driverless fleet nearly quadrupled in a month but remains about one-seventh of Waymo's Texas authorization; expansion pace is the thing to watch.

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Original publication time 2026-10-03 19:00 GMT+8

Tesla's Cybercabs authorized for commercial use in Texas rose from 45 to 169 in their first month, still far below Waymo's 1,154.

According to Texas DMV public records reviewed by CNBC, the wheel-less, pedal-less two-seaters launched in Austin on Sept 3. Paying passengers reported waits of 45-plus minutes and misplaced pickups and drop-offs; wait times have come down in recent weeks.

For comparison, Waymo has 1,154 vehicles authorized in Texas and completes more than 500,000 paid rides weekly across the US. NHTSA opened an audit query into Cybercab compliance after the launch, and Tesla obtained an extension to its response deadline.

Sources

  • 原始出处cnbc.com↗
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特斯拉Cybercab

特斯拉Cybercab无人出租车在奥斯汀上线首月获批169辆,虽较初期近翻两番,但规模仅为Waymo得州获批量的约七分之一,且面临乘客体验不佳与NHTSA安全审查的双重压力。与此同时,马斯克确认与台积电洽谈Terafab芯片工厂事宜,可能取…

6 steps2 piecesUpdated 2026-10-08 06:14

How it got here

  1. 2026-08-19特斯拉在奥斯汀租赁土地建设80个无线充电桩,为Cybercab上线做准备。
  2. 2026-09-03Cybercab在奥斯汀正式推出,初期仅45辆车获准商业使用。
  3. 2026-09-26德州DMV数据显示Cybercab注册量升至126辆,接近翻倍,且几乎全部投入运营。

What is still unsettled

  • NHTSA对Cybercab的安全审计结果如何?是否会影响其在美国其他城市的扩张许可?
  • 特斯拉与台积电的Terafab谈判最终结构为何?是否会彻底放弃英特尔14A工艺?
  • Cybercab在巴黎车展后,欧盟监管机构对其无方向盘设计的态度是否有实质性松动?

Also in this thread

  • Musk Confirms TSMC Talks for Terafab2026-10-05
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