砍掉方向盘，特斯拉能跑通无人驾驶吗？｜财经早察

21世纪经济报道02-27

你有没有发现一个特别反常识的事？特斯拉正在亲手斩掉自己最赚钱的业务。就在上个月，Model S和Model X正式停产了，产线直接让给机器人。与此同时，另一条产线却在疯狂加速。就在前几天，特斯拉在美国得州的超级工厂，下线了第一台Cybercab生产验证车。它没有方向盘，没有后视镜，没有踏板，自己会跑。按照马斯克的说法，今年4月就要开始量产了，定价将不超过3万美元。这就很有意思了。一家公司，一边砍掉...

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2传了这么多年都没影，搞个出租车能救现金流？哎，狭隘了。马斯克需要的是一个新故事，一个能让华尔街继续相信他、给他高估值的故事。Cybercab就是他的新剧本。马斯克的算盘是，虽然我卖车的收入少了，但如果我告诉你，我未来不是车企了，我是全球最大的AI出行平台，我车队的每辆车都是一台24小时运转的“印钞机”，那资本市场的想象空间就完全不一样了，市盈率可以往100倍去想象。为了把这个故事讲圆，Cybercab取消了所有人为驾驶相关的部件和内外饰，甚至用了一种全新的造车方法，叫“Unboxed”，就像拼乐高一样造车。他把车分成前后车身、底盘电池这几个大模块，在工厂的不同地方同时造，最后拼起来。据说这样能把成本砍掉67%，生产一辆车最快只要10秒钟。根据特斯拉官方披露的信息，Cybercab的运营成本要降到每英里0.1到0.2美元。这是个什么概念？美国的谷电一度电也就0.1美元左右。也就是说，按照特斯拉的算法，这车跑起来，最大的成本是电费，车的折旧成本几乎可以忽略不计。听起来很美好对吧？但现实世界里，有一堵墙挡在Cybercab面前，那就是法律。根据美国的《联邦机动车安全标准》，车必须由人类驾驶员控制。所以，必须要有方向盘、刹车、油门。没有这些东西，按照法律的定义，Cybercab甚至不能算是一辆车。唯一的办法是向监管机构申请豁免。但目前的豁免额度，每年每家公司只有2500辆。对于马斯克说的年产百万辆，这简直是杯水车薪。而且，特斯拉目前还没提交豁免申请。这就尴尬了，车快造出来了，路在哪还不知道。但马斯克还是要先做，他的策略是先把车造出来，摆在那，让所有人都看到这东西能跑、能赚钱。等到监管机构和社会舆论都在讨论这件事，等到产业链上下游都开始为它配套，那时候就是新故事落地的时候。这就像当年马斯克做SpaceX，一开始NASA也觉得回收火箭是天方夜谭，但当他真的做到了，成本优势摆在那，你不得不改标准。这可能是这个时代最有趣的地方，技术的进步，正在倒逼法律和商业模式的改变。所以你看，Cybercab的量产下线，听起来是一个终点，其实只是一个起点。你对这辆没有方向盘的车怎么看？特斯拉能靠它翻盘吗？欢迎在评论区留言讨论。出品：财经早察工作室总统筹：陈晨星执行统筹： 祝乃娟监制：洪晓文曾婷芳主播：董静怡编辑：洪晓文剪辑：实习生苏磊设计：王冰审校：强燕","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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