TechCrunch Mobility: All eyes on Tesla FSD

TechCrunch Mobility：特斯拉 FSD 备受瞩目

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! A quick heads-up to readers: I will not publish an issue next week due to the July 4th holiday. I will see you all the following week. 欢迎回到 TechCrunch Mobility，这里是您了解交通运输未来的中心，如今我们比以往任何时候都更关注人工智能在其中扮演的角色。想要在收件箱中接收此通讯，请点击此处免费订阅——只需点击 TechCrunch Mobility！给读者提个醒：由于 7 月 4 日假期，下周我将暂停发布一期。我们下下周再见。

A series of stories this week highlight the continued — and apparently growing — scrutiny of Tesla’s automated driving system known as Full Self-Driving (Supervised). A fatal crash involving a Tesla that struck a home in Texas and killed a 76-year-old woman gained national attention after the driver told police that Autopilot — the company’s basic driver-assistance system, which has since been discontinued — was engaged at the time of the crash. 本周的一系列报道凸显了人们对特斯拉被称为“全自动驾驶（监督版）”（Full Self-Driving (Supervised)）的自动驾驶系统持续且日益增长的审查。德克萨斯州发生了一起特斯拉撞向民宅并导致一名 76 岁女性死亡的致命车祸，在司机告诉警方事故发生时开启了 Autopilot（该公司已停用的基础驾驶辅助系统）后，这起事故引起了全国关注。

Ashok Elluswamy, vice president of AI software at Tesla, shared a different account of the crash, claiming on X that the driver manually overrode “self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area.” His comments suggest the vehicle was equipped with FSD (Supervised), and not Autopilot, but without an independent investigation we don’t know for sure. But we might, eventually. The National Highway Traffic Safety Administration (NHTSA) and the National Transportation Safety Board (NTSB) have now opened investigations into the crash. 特斯拉人工智能软件副总裁 Ashok Elluswamy 对这起事故给出了不同的说法，他在 X 上声称，司机在住宅区手动干预了“自动驾驶，将油门踏板踩到底（100%）”。他的评论暗示该车辆配备的是 FSD（监督版）而非 Autopilot，但在没有独立调查的情况下，我们无法确定。不过，最终我们可能会知道真相。美国国家公路交通安全管理局（NHTSA）和国家运输安全委员会（NTSB）现已对这起事故展开调查。

Meanwhile, Tesla settled a lawsuit connected to a fatal 2023 crash involving a vehicle using FSD (Supervised). This crash is part of a different NHTSA investigation into Tesla FSD focused on whether the system could “detect and respond appropriately to reduced roadway visibility conditions,” such as “sun glare, fog, or airborne dust.” All of this attention comes as Tesla positions itself as an AI and robotics company. FSD (Supervised) is currently the most visible, revenue-generating product tied to that branding. 与此同时，特斯拉就一起涉及使用 FSD（监督版）车辆的 2023 年致命车祸达成了和解。这起事故是 NHTSA 对特斯拉 FSD 进行的另一项调查的一部分，该调查重点关注该系统是否能够“检测并适当应对道路能见度降低的情况”，例如“阳光眩光、雾气或空气中的灰尘”。所有这些关注点出现之际，正值特斯拉将自己定位为一家人工智能和机器人公司。FSD（监督版）目前是与该品牌挂钩的最显眼、最能产生收入的产品。

A little bird

小道消息

A reader who has shared tips with us before alerted me to a research report on Waymo and its growing fleet of Ojai robotaxis. For a refresher, Waymo struck a supplier deal with Zeekr, the brand owned by China’s Geely Holding Group, to provide it with an electric vehicle designed to operate as a robotaxi. The minivan-like robotaxi was designed in Sweden and is manufactured in China. (These vehicles don’t contain any vehicle communication modules; current U.S. policy bans Chinese-connected vehicle technology.) Once it gets to the U.S., Waymo takes over and adds in its self-driving system. The Ojai is equipped with Waymo’s sixth-generation system — including 13 cameras, four lidar sensors, six radar units, and an array of external audio receivers. 一位曾向我们提供过线索的读者提醒我关注一份关于 Waymo 及其不断增长的 Ojai 自动驾驶出租车车队的调研报告。回顾一下，Waymo 与中国吉利控股集团旗下的极氪（Zeekr）达成了一项供应商协议，由后者为其提供一款专为自动驾驶出租车设计的电动汽车。这款类似小型货车的自动驾驶出租车在瑞典设计，在中国制造。（这些车辆不包含任何车辆通信模块；目前的美国政策禁止使用中国联网车辆技术。）一旦车辆抵达美国，Waymo 就会接手并安装其自动驾驶系统。Ojai 配备了 Waymo 的第六代系统，包括 13 个摄像头、4 个激光雷达传感器、6 个雷达单元和一系列外部音频接收器。

The New York-based research firm MoffettNathanson did a bit of gumshoeing to figure out how serious Waymo’s Ojai program is. The firm examined Bill of Lading documents, which are detailed receipts of shipped goods that are filed with the U.S. government. The company counted Zeekr vehicle labels CM1e or CME, the company’s label for Waymo-bound vehicles. MoffettNathanson, which shared its report with TechCrunch, discovered that Waymo is on pace to import 3,156 vehicles into the U.S. this year, about 300 vehicles per month. 总部位于纽约的研究公司 MoffettNathanson 进行了一番调查，以了解 Waymo 的 Ojai 项目有多认真。该公司查阅了提单文件，这是提交给美国政府的货物运输详细收据。该公司统计了极氪车辆标签 CM1e 或 CME，这是该公司针对 Waymo 车辆的标签。与 TechCrunch 分享了这份报告的 MoffettNathanson 发现，Waymo 今年有望向美国进口 3,156 辆汽车，平均每月约 300 辆。

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com. 有线索要提供吗？请发送电子邮件至 kirsten.korosec@techcrunch.com 或通过 Signal 联系 kkorosec.07，或发送电子邮件至 sean.okane@techcrunch.com。

Deals!

交易动态！

Aseon Labs, a Silicon Valley startup developing mobile pods that can autonomously inspect, clean, and charge robotaxis, raised $10 million in a seed round led by Crane Venture Partners. Other participants included Y Combinator, Uber co-founder Garrett Camp’s venture firm Expa, Robin Hood Ventures, and Founders Capital. Aseon Labs 是一家硅谷初创公司，致力于开发能够自动检查、清洁和充电自动驾驶出租车的移动舱。该公司在由 Crane Venture Partners 领投的种子轮融资中筹集了 1000 万美元。其他参与者包括 Y Combinator、Uber 联合创始人 Garrett Camp 的风险投资公司 Expa、Robin Hood Ventures 和 Founders Capital。
CaoCao and May Mobility, an autonomous vehicle technology startup, partnered to jointly explore commercializing robotaxi services in international markets, beginning with Europe. 曹操出行与自动驾驶技术初创公司 May Mobility 达成合作，共同探索在国际市场（从欧洲开始）实现自动驾驶出租车服务的商业化。
Elroy Air, the autonomous heavy-cargo drone startup, plans to go public through a merger with blank-check firm Columbus Circle Capital Corp II. The deal is valued at about $1 billion. 自动驾驶重型货运无人机初创公司 Elroy Air 计划通过与空白支票公司 Columbus Circle Capital Corp II 合并上市。该交易估值约为 10 亿美元。
Partly, a company that creates AI tools for the automotive repair supply chain, raised $50 million in a Series B round led by DST Global Partners. 为汽车维修供应链创建人工智能工具的公司 Partly 在由 DST Global Partners 领投的 B 轮融资中筹集了 5000 万美元。
Spiro, an African electric vehicle and clean energy infrastructure platform, finalized a $55 million investment from NewTrails Capital, a Chinese growth-stage fund. 非洲电动汽车和清洁能源基础设施平台 Spiro 完成了来自中国成长型基金 NewTrails Capital 的 5500 万美元投资。
Terawatt Infrastructure, a company that provides EV charging for fleets, including for Waymo and other autonomous and electric fleets, set up a five-year senior secured credit facility that could allow it to borrow as much as $300 million from banks. The proceeds will support the acquisition and development of charging depots, the company said. 为车队（包括 Waymo 及其他自动驾驶和电动车队）提供电动汽车充电服务的公司 Terawatt Infrastructure 设立了一项五年期高级担保信贷额度，使其能够从银行借款高达 3 亿美元。该公司表示，所得款项将用于充电站的收购和开发。

Notable reads and other tidbits

值得一读及其他花絮

Companies like Tesla and Zoox could get a boost from the U.S. Department of Transportation, which has proposed changes to federal vehicle regulations that would allow companies to skip the inclusion of brake pedals in “vehicles designed to be driven exclusively by automated driving systems.” 特斯拉和 Zoox 等公司可能会从美国交通部获得助力，该部门提议修改联邦车辆法规，允许公司在“专为自动驾驶系统设计的车辆”中取消刹车踏板。

Lucid Motors is laying off 18% of its workforce, or around 1,500 employees, and cutting the second shift of EV production at its factory in Casa Grande, Arizona. Reminder: The layoffs come just four months after the EV maker cut 12% of its staff. CEO Silvio Napoli said the cuts are part of an effort “to simplify the company, sharpen execution, and position Lucid to become more competitive over time.” In this pursuit to simplify, what will Lucid give up? Lucid Motors 正在裁员 18%，即约 1,500 名员工，并削减其位于亚利桑那州卡萨格兰德工厂的电动汽车生产二班。提醒：此次裁员距离这家电动汽车制造商裁减 12% 的员工仅过去四个月。首席执行官 Silvio Napoli 表示，裁员是“简化公司、加强执行力并使 Lucid 长期更具竞争力”努力的一部分。在追求简化的过程中，Lucid 将放弃什么？

Lyft CEO David Risher posted a blog that got my attention. In it, he laid out the company’s multi-sensor safety standard for autonomous rides. The upshot: Autonomous vehicles that use one type of sensor can’t go on the Lyft network. I reached out to the company and they confirmed what this seemed to imply — vehicles like the Tesla Cybercab and Tesla robotaxis that use FSD (Unsupervised) won’t qualify since they only use c… Lyft 首席执行官 David Risher 发布的一篇博客引起了我的注意。他在文中阐述了公司针对自动驾驶乘车的“多传感器安全标准”。结论是：仅使用一种传感器的自动驾驶车辆无法接入 Lyft 网络。我联系了该公司，他们证实了这似乎暗示的内容——像特斯拉 Cybercab 和使用 FSD（非监督版）的特斯拉自动驾驶出租车等车辆将不符合资格，因为它们仅使用 c…