시역_모빌리티_김승희

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테슬라의 사이버캡에 대한 연설문입니다[김1] . 운전대나 페달이 없는 완전 자동화 차량으로, 테슬라의 새로운 제조 전략인 'unboxed' 방식이 적용되어 빠르고 비용 효율적으로 생산에 대한 이야기가 주인 연설문입니다.

원문 : Tesla Self-Driving Taxi: What to Expect From Cybercab Announcement (iotworldtoday.com)2024년 10월8일 기사를 연설문 형식으로 바꾼 텍스트입니다.

[글로서리]

Warner Bros’ Discovery Studio - 워너 브라더스 디스커버리 스튜디오[김2] 

Burbank, California - 캘리포니아 버뱅크[김3] 

Cybertruck - 사이버트럭[김4] 

Full Self-Driving (FSD) - 완전 자율 주행

Waymo - 웨이모[김5] _자율주행프로젝트

Cruise – 크루즈[김6] _자율주행 부서

Society of Automotive Engineers - 자동차 공학 협회[김7] 

IONIQ 5 - 아이오닉 5[김8] 

Ladies and gentlemen, esteemed colleagues, and fellow innovators,

Today, we stand on the cusp of a groundbreaking moment in the evolution of transportation. The countdown is well underway for the debut of one of the most anticipated vehicles of 2024: Tesla’s CyberCab, a fully autonomous, self-driving taxi set to reshape the way we think about urban mobility. On October 10th, at Warner Bros' Discovery Studio in Burbank, California, Tesla will reveal what promises to be a paradigm-shifting innovation in the world of autonomous vehicles.

A Moment for the History Books

Since Elon Musk first teased the concept of the CyberCab earlier this year, speculation has been rife about what this autonomous vehicle might entail. As the official unveiling draws closer, many of us are left in anticipation, not just about what the vehicle will look like, but how it will function and, more importantly, how it will impact the future of transportation. Although the event was pushed from its original August date to October, Musk has assured us that the delay allowed for an important design enhancement and additional features that will surely leave an indelible mark on the industry.

At its core, the CyberCab represents more than just a technological marvel; it symbolizes Tesla’s bold vision for a future where self-driving vehicles become commonplace. Musk has gone so far as to claim that this event, dubbed "We, Robot," will be “one for the history books”—suggesting that what we are about to witness is not just another product launch but a pivotal moment in the story of autonomous transport.

What We Know So Far

While there remains much mystery surrounding the details of the CyberCab, a few things are clear. The name CyberCab is firmly set in stone, confirmed by Musk himself during an investor call earlier this year. He also revealed that this will be a “purpose-built” autonomous vehicle, which in the world of self-driving cars generally means the vehicle will likely lack traditional driving controls such as a steering wheel or pedals. This feature alone marks a significant departure from the incremental advances we've seen in autonomous technology thus far. Many autonomous vehicles currently on the market still maintain manual controls for safety reasons. Tesla’s CyberCab, however, could represent a bolder leap into full automation.

Adding to the intrigue, Musk has discussed Tesla’s new “unboxed” manufacturing strategy, which he has hinted will be employed for the CyberCab. This strategy, which does not fit within Tesla’s current production infrastructure, is believed to allow for greater design freedom and efficiency, suggesting that the CyberCab could be produced faster and more cost-effectively than previous models. Though details are scarce, this innovation could provide Tesla with a significant competitive edge in the crowded field of autonomous vehicles.

Spy Shots and Speculation

In recent months, several spy shots of mysterious vehicles testing on the roads of California have surfaced, stirring even more excitement. While these images do not provide a complete picture, they seem to align with a concept first shown in 2023—a two-seater vehicle inspired by the angular, futuristic design of the Cybertruck. Though this design remains unconfirmed, the fusion of a Cybertruck aesthetic with cutting-edge autonomous technology offers a tantalizing glimpse into Tesla’s design philosophy for the CyberCab.

However, while speculation has reached a fever pitch, it is worth noting that this event will likely only offer a glimpse of the vehicle’s full potential. The studio setting for the unveiling suggests that we may see a limited demonstration of its capabilities. The real test for Tesla will come when these vehicles hit the road in real-world conditions.

The Technology Behind CyberCab

Of course, the design of the CyberCab is only half the story. What many of us are eagerly waiting for is the opportunity to understand the technology that will power this vehicle. Musk has long been a proponent of end-to-end AI, a system that "trains" autonomous vehicles to drive like humans by processing vast amounts of data. Tesla has made great strides in this area, leveraging data from its fleet of cars to continuously improve its Full Self-Driving (FSD) software.

Yet, Tesla’s approach to autonomy remains controversial in some circles, largely because of Musk’s decision to eschew lidar sensors—a staple of most autonomous vehicles from companies like Waymo and Cruise. Lidar, which uses light detection and ranging to create a 3D map of a vehicle’s surroundings, has been heralded as essential for full autonomy by many in the industry. Musk, however, believes that cameras and neural networks are sufficient for achieving full autonomy. The CyberCab will provide Tesla with the opportunity to demonstrate the effectiveness of its camera-based system in a high-stakes environment.

That said, it’s important to remember that Tesla’s Full Self-Driving technology is still classified as Level 2 automation by the Society of Automotive Engineers, meaning that it is far from the fully autonomous Level 4 and 5 systems deployed by competitors like Waymo, which are now delivering tens of thousands of driverless rides weekly across the U.S. While Musk has painted a picture of autonomous Teslas functioning as income-generating robotaxis, this vision has yet to fully materialize, and the CyberCab will be the ultimate test of whether Tesla can deliver on its lofty promises.

The Competition is Watching

As we look ahead to October 10th, one thing is certain: Tesla’s competitors are watching with great interest. The autonomous vehicle space has become a hotbed of activity, with companies like Waymo and Cruise already operating autonomous ride-hailing services in several U.S. cities. Waymo’s recent partnership with Hyundai to develop IONIQ 5 robotaxis and Uber’s expansion into autonomous vehicle deals signal that the race is well and truly on.

However, while Tesla’s rivals may have a head start in some respects, it would be a mistake to underestimate the power of Tesla’s brand, its loyal customer base, and Musk’s ability to generate excitement. While Waymo has been working for over a decade to bring fully autonomous vehicles to market, Tesla’s entry into this space could catalyze a new wave of interest and investment.

A Word of Caution

Finally, it’s worth noting that we should approach this unveiling with a healthy dose of skepticism, especially regarding timelines. Musk is known for his ambitious goals and grand promises, but he also has a track record of missed deadlines. While the CyberCab undoubtedly represents a major step forward for Tesla, it’s unlikely that we’ll see a fully realized robotaxi network in the immediate future. The development of autonomous technology is complex and fraught with regulatory challenges, and it may be some time before we see CyberCabs roaming the streets in large numbers.

In conclusion, the CyberCab represents a bold vision for the future of autonomous transport, and its unveiling will undoubtedly be a moment to remember. As we prepare for October 10th, we should remain both excited and cautiously optimistic about what Tesla has in store. Thank you.

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 [김1]배경지식 : 테슬라의 CEO 일론 머스크는 4월 23일 분기 실적 발표 콘퍼런스콜에서 자사의 자율주행기술로 운행할 계획인 로보택시를 '사이버캡'(CyberCab)으로 지칭하면서 "에어비앤비(숙박공유 플랫폼)와 우버(차량호출 플랫폼)의 결합 같은 것으로, 테슬라가 직접 차들을 소유하고 운영할 것"이라고 설명했습니다. 이 로보택시의 공개가 내일 10월 10일에 예정돼 준비했습니다.

 [김2]테슬라는 2024년 10월 10일 워너 브라더스 디스커버리 스튜디오에서 사이버캡을 공개할 예정입니다. 캘리포니아 버뱅크에 위치한 이 스튜디오는 이번 자율주행 택시의 발표 장소로 선택되었으며, 테슬라는 엔터테인먼트 산업의 중요한 역할을 반영하여 이러한 대규모 이벤트를 통해 대중에게 선보이려는 의도를 보여줍니다.

 [김3]테슬라의 자율주행 택시, 사이버캡의 공식 발표가 이루어질 장소입니다. 이 도시는 할리우드와 가까워, 기술과 미디어의 융합이 이루어지는 지역으로서, 테슬라의 미래 모빌리티 비전을 세계에 보여줄 상징적인 공간입니다.

 [김4]테슬라의 자율주행 택시, 사이버캡의 공식 발표가 이루어질 장소입니다. 이 도시는 할리우드와 가까워, 기술과 미디어의 융합이 이루어지는 지역으로서, 테슬라의 미래 모빌리티 비전을 세계에 보여줄 상징적인 공간입니다.

 [김5]웨이모는 구글의 모회사인 알파벳의 자율주행차 프로젝트로, 테슬라의 사이버캡과 경쟁하는 주요 기업입니다. 웨이모는 이미 미국 여러 도시에서 자율주행 택시 서비스를 제공하고 있으며, 테슬라는 웨이모와의 경쟁에서 사이버캡을 통해 우위를 점하려는 계획을 갖고 있습니다.

 [김6]크루즈는 GM(제너럴 모터스)의 자율주행차 부서로, 역시 테슬라와 자율주행 기술 분야에서 경쟁 중입니다. 크루즈도 여러 도시에서 자율주행 택시 서비스를 시험 운영하고 있으며, 사이버캡과 함께 미래 교통시장에서의 경쟁이 치열해질 것으로 예상됩니다.

 [김7]자율주행차의 자동화 수준을 규정하는 단체로, 사이버캡의 자율주행 기능이 어느 수준에 해당하는지를 평가할 수 있는 기준을 제공합니다. 현재 테슬라의 자율주행 기술은 SAE의 레벨 2로 평가되고 있지만, 사이버캡이 공개되면 더욱 높은 자율주행 수준을 목표로 할 가능성이 큽니다.

 [김8]현대 아이오닉 5는 현대가 웨이모와 협력하여 개발한 로보택시 모델입니다. 이 차량은 테슬라 사이버캡과 유사한 자율주행 택시 역할을 할 예정으로, 두 모델은 자율주행 택시 시장에서 서로 경쟁하게 될 것입니다. 사이버캡과 아이오닉 5는 모두 미래 교통수단으로서 중요한 역할을 할 것으로 보입니다.