<ul>
<li>越来越多的汽车制造商将部分自动化功能锁定在付费墙后。</li>
<li>与此同时，消费者对订阅服务感到疲惫。</li>
<li>品牌们押注未来是基于订阅的，即使今天的驾驶者感到有些过度订阅。</li>
</ul>
<p>你可能注意到，汽车公司最近开始模仿硅谷而不是底特律。这并不奇怪——软件在汽车工程中变得至关重要。但它也渗透到高层管理者的商业决策中，归根结底都与金钱有关。</p>
<p>制造商们正在加倍押注于这样一个理念：持续的收入在汽车离开工厂后才体现出价值。品牌们意识到，与其依赖一次性销售汽车或零部件以便日后维修，不如在汽车离开展厅后通过提供订阅服务继续赚取收入。现在，驾驶辅助技术正成为向消费者推销月度付款的最新方式。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Tesla FSD" original-src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>照片来源：Tesla</p>
<p>特斯拉在这一运动中处于前沿。其全自动驾驶订阅服务每月 99 美元，展示了先进驾驶辅助功能能为消费者带来的价值——事实上，FSD（以及最初功能较弱的兄弟产品 Autopilot）帮助特斯拉建立了如今的家喻户晓的品牌。</p>
<p>但特斯拉并不是唯一参与这一游戏的品牌。Rivian 最近推出了一项每月 49.99 美元的新订阅服务。通用汽车的 Super Cruise 在免费试用期后每月收费 20 到 40 美元，而福特的 BlueCruise 则为 49.99 美元。</p>
<p>Lucid 也有一项即将推出的服务。它甚至在上个月告诉投资者，买家最终将能够以每月 69 美元的价格购买其部分自动驾驶功能的订阅（根据功能的不同，价格可能达到 199 美元）。</p>
<hr/>
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<p>查看</p>
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<hr/>
<p>“自动驾驶订阅是单一最大的软件货币化机会，” Lucid 在三月的投资者演示中的一张幻灯片上写道。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Lucid Lunar Robotax Concept" original-src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>照片来源：Suvrat Kothari</p>
<p>现在的问题是：消费者对订阅服务感到疲惫。如今的一切都感觉像是一个重复的成本——Netflix、Spotify、Hulu、每周的餐盒、牙刷，等等。</p>
<p>随着车辆变得越来越依赖软件，汽车制造商将曾经与硬件相关的功能锁定在软件付费墙后。JD Power 的用户体验高级总监 Kathleen Rizk 告诉 Automotive News，驾驶者对在已经完全购买车辆后，获取其全部功能还需要额外付费（更不用说订阅）感到有些不满。</p>
<p>“一般来说，订阅服务在车辆中并不受欢迎，” Rizk 说。“人们觉得他们已经花了很多钱，却还要被不断收费。” 她补充说，由于这些系统的限制，人们通常看不到购买免提驾驶功能的价值，无论是通过一次性付款还是订阅。</p>
<p>例如，宝马在一些（非美国）市场将加热座椅锁定在订阅服务后，遭到了批评。梅赛德斯 - 奔驰在 将性能锁定在付费墙后 也受到了一些指责。林肯吸取了这个教训，完全避免了订阅服务 的做法。</p>
<p>一个更大的问题是，价值主张尚未到位。当购买特斯拉、Rivian、Lucid 或今天路上几乎所有其他汽车时，你仍然是在购买一个二级驾驶辅助系统。这意味着即使车辆感觉像是在为你刹车、加速和转向，你仍然对驾驶汽车负有最终责任。</p>
<p>不过，一些消费者仍然愿意为便利付费。通用汽车在 2025 年从其 Super Cruise 订阅者那里获得了 2.35 亿美元的收入，年末时订阅者人数达到 62 万。该公司预计到 2026 年这一数字将增长到 4 亿美元。</p>
<p>从二级驾驶辅助系统升级到更高级别的自动驾驶能力可能会解锁更大的机会。这正是行业正在努力实现的目标。福特和通用汽车都计划在不久的将来增加免手驾驶功能。Lucid 表示，四级驾驶——完全的点对点自动驾驶——将在 2029 年前出现在其汽车上。</p>
<p>“L4 是我们的北极星——尽快到达那里，最终成为一家盈利的公司，实现现金流正向，” Lucid 首席执行官 Marc Winterhoff 说。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/custom/share/evus_newsletter_widget_logo.svg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="logo" original-src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/custom/share/evus_newsletter_widget_logo.svg"/></p>
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<p>汽车制造商押注，当真正的自动驾驶到来时——那种你可以放开方向盘、目光离开道路、责任不再挂心的驾驶方式——消费者将愿意每月支付相当可观的费用来享受这种奢侈。而他们可能是对的。但现在，我们仍处于那种模糊的过渡阶段，技术与人们的订阅意愿并未完全对接。</p>
<p>更多电动车自动驾驶新闻</p>
<p>

我亲眼见到了 Lucid Cosmos。以下是我对这款 Model Y 竞争者的了解</p>
<p>

国会可能为特斯拉的机器人出租车梦想铺平道路</p>
<p>

Rivian 的与特斯拉 FSD 竞争的功能将花费多少以及你能得到什么</p>
<p>

'完全不同'：未来几年车辆自主性将改变一切</p>
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<p>汽车制造商越来越多地通过订阅模式提供驾驶辅助技术，尽管消费者对重复费用感到疲惫。特斯拉、Rivian、通用汽车和福特等品牌正在将这些订阅作为新的收入来源，但许多消费者觉得他们为已经包含在车辆购买中的功能额外付费。该行业的目标是实现更高水平的自动化，Lucid 等公司计划在 2029 年前实现完全自主驾驶。然而，目前的价值主张仍不明确，因为大多数车辆仍依赖于驾驶员的监督</p>

<ul>
<li>More and more automakers are locking partial-automation behind paywalls.</li>
<li>Consumers, meanwhile, are feeling burnt out on subscriptions.</li>
<li>Brands are betting big that the future is subscription-based, even if drivers today are feeling a bit over-subscribed.</li>
</ul>
<div class="lb-trans"><ul>
<li>越来越多的汽车制造商将部分自动化功能锁定在付费墙后。</li>
<li>与此同时，消费者对订阅服务感到疲惫。</li>
<li>品牌们押注未来是基于订阅的，即使今天的驾驶者感到有些过度订阅。</li>
</ul>
</div><p>You might have noticed that car companies are starting to emulate Silicon Valley more than Detroit lately. That's no surprise—software is becoming paramount in automotive engineering. But it's also seeping into the business decisions that the big wigs on the top floors are buying into, and it all boils down to the Benjamins.</p>
<div class="lb-trans"><p>你可能注意到，汽车公司最近开始模仿硅谷而不是底特律。这并不奇怪——软件在汽车工程中变得至关重要。但它也渗透到高层管理者的商业决策中，归根结底都与金钱有关。</p>
</div><p>See, manufacturers are doubling down on the idea that recurring revenue spells out value <em>after</em> the car leaves the factory. Rather than relying on a one-time sale of a car or parts to repair them later down the road, brands have figured out that they can instead continue to rake in money once a car leaves the lot by offering up subscriptions. Now driver-assistance tech is becoming the latest way to push monthly payments onto consumers.</p>
<div class="lb-trans"><p>制造商们正在加倍押注于这样一个理念：持续的收入在汽车离开工厂后才体现出价值。品牌们意识到，与其依赖一次性销售汽车或零部件以便日后维修，不如在汽车离开展厅后通过提供订阅服务继续赚取收入。现在，驾驶辅助技术正成为向消费者推销月度付款的最新方式。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png" alt="Tesla FSD" original-src="https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>Photo by: Tesla</p>
<div class="lb-trans"><p>照片来源：Tesla</p>
</div><p>Tesla has been at the forefront of this movement for a while. Its Full Self-Driving subscription is a $99 per month foray into what advance driver assistance features can bring to the consumer—in fact, FSD (and originally its less-capable sibling, Autopilot) has helped to build Tesla into household brand that it is today.</p>
<div class="lb-trans"><p>特斯拉在这一运动中处于前沿。其全自动驾驶订阅服务每月 99 美元，展示了先进驾驶辅助功能能为消费者带来的价值——事实上，FSD（以及最初功能较弱的兄弟产品 Autopilot）帮助特斯拉建立了如今的家喻户晓的品牌。</p>
</div><p>But Tesla isn't the only brand in this game. Rivian recently launched a new $49.99 monthly subscription.GM's Super Cruise costs between $20 and $40 per month after the free trial period, and Ford's BlueCruise is $49.99.</p>
<div class="lb-trans"><p>但特斯拉并不是唯一参与这一游戏的品牌。Rivian 最近推出了一项每月 49.99 美元的新订阅服务。通用汽车的 Super Cruise 在免费试用期后每月收费 20 到 40 美元，而福特的 BlueCruise 则为 49.99 美元。</p>
</div><p>Lucid has one coming, too. It even told investors last month that buyers would eventually be able to purchase a $69 monthly subscription for its partially-automated driving features (which could reach $199 depending on the capabilities).</p>
<div class="lb-trans"><p>Lucid 也有一项即将推出的服务。它甚至在上个月告诉投资者，买家最终将能够以每月 69 美元的价格购买其部分自动驾驶功能的订阅（根据功能的不同，价格可能达到 199 美元）。</p>
</div><hr/>
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<div class="lb-trans"><hr/>
</div><p>&#34;Autonomy subscriptions are the single biggest software monetization opportunity,&#34; one slide during a Lucid's March investor presentation read.</p>
<div class="lb-trans"><p>“自动驾驶订阅是单一最大的软件货币化机会，” Lucid 在三月的投资者演示中的一张幻灯片上写道。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.motor1.com/images/static/16x9-tr.png" alt="Lucid Lunar Robotax Concept" original-src="https://cdn.motor1.com/images/static/16x9-tr.png"/></p>
<p>Photo by: Suvrat Kothari</p>
<div class="lb-trans"><p>照片来源：Suvrat Kothari</p>
</div><p>Now the problem: Consumers have subscription fatigue. Everything today feels like it's a recurring cost—Netflix, Spotify, Hulu, your weekly meal boxes, toothbrushes. The list goes on.</p>
<div class="lb-trans"><p>现在的问题是：消费者对订阅服务感到疲惫。如今的一切都感觉像是一个重复的成本——Netflix、Spotify、Hulu、每周的餐盒、牙刷，等等。</p>
</div><p>As vehicles become more software-based, automakers are taking features that were once tied to hardware and instead locking them behind a software paywall. Kathleen Rizk, the senior director of user experience at JD Power, told Automotive News that drivers are a bit peeved that it's costing even more money (let alone a subscription) to get the full capabilities of their vehicles after already buying it outright.</p>
<div class="lb-trans"><p>随着车辆变得越来越依赖软件，汽车制造商将曾经与硬件相关的功能锁定在软件付费墙后。JD Power 的用户体验高级总监 Kathleen Rizk 告诉 Automotive News，驾驶者对在已经完全购买车辆后，获取其全部功能还需要额外付费（更不用说订阅）感到有些不满。</p>
</div><p>“Subscription services, in general, are really not liked in the vehicle,” said Rizk. “People feel like they’ve already spent a lot of money and they’re being nickel-and-dimed.” She added that because of the constraints of these systems, people generally don't see the value in buying hands-free driving features, whether through a one-time payment or a subscription.</p>
<div class="lb-trans"><p>“一般来说，订阅服务在车辆中并不受欢迎，” Rizk 说。“人们觉得他们已经花了很多钱，却还要被不断收费。” 她补充说，由于这些系统的限制，人们通常看不到购买免提驾驶功能的价值，无论是通过一次性付款还是订阅。</p>
</div><p>BMW, for example, caught heat when it put heated seats behind a subscription in some (non-U.S.) markets. Mercedes-Benz was also dragged a bit after it locked performance behind a paywall. Lincoln took that lesson to heart and avoided subscriptions entirely with the Nautilus.</p>
<div class="lb-trans"><p>例如，宝马在一些（非美国）市场将加热座椅锁定在订阅服务后，遭到了批评。梅赛德斯 - 奔驰在 将性能锁定在付费墙后 也受到了一些指责。林肯吸取了这个教训，完全避免了订阅服务 的做法。</p>
</div><p>A bigger issue is that the value proposition isn't even there yet. When buying a Tesla, Rivian, Lucid, or pretty much everything else on the road today, you are still buying a Level 2 driver assistance system. That means you are ultimately responsible for driving the car, even if it feels like the vehicle is braking, accelerating, and steering for you.</p>
<div class="lb-trans"><p>一个更大的问题是，价值主张尚未到位。当购买特斯拉、Rivian、Lucid 或今天路上几乎所有其他汽车时，你仍然是在购买一个二级驾驶辅助系统。这意味着即使车辆感觉像是在为你刹车、加速和转向，你仍然对驾驶汽车负有最终责任。</p>
</div><p>Some consumers are still willing to pay for the convenience, though. General Motors logged $235 million in revenue from its Super Cruise subscribers in 2025, which it said numbered 620,000 by the end of the year. The company expects that to grow to $400 million in 2026.</p>
<div class="lb-trans"><p>不过，一些消费者仍然愿意为便利付费。通用汽车在 2025 年从其 Super Cruise 订阅者那里获得了 2.35 亿美元的收入，年末时订阅者人数达到 62 万。该公司预计到 2026 年这一数字将增长到 4 亿美元。</p>
</div><p>Getting past Level 2 to higher levels of automated driving capability could unlock a far greater opportunity. And that's what the industry is working towards. Ford and GM both plan to add eyes-off driving to the near future. Lucid says Level 4 driving—full-blown point-to-point autonomy—is coming to its cars by 2029.</p>
<div class="lb-trans"><p>从二级驾驶辅助系统升级到更高级别的自动驾驶能力可能会解锁更大的机会。这正是行业正在努力实现的目标。福特和通用汽车都计划在不久的将来增加免手驾驶功能。Lucid 表示，四级驾驶——完全的点对点自动驾驶——将在 2029 年前出现在其汽车上。</p>
</div><p>&#34;L4 is our north star—to get there as fast as possible and in the end, be a profitable company and cash-flow positive,&#34; said LucidCEO Marc Winterhoff.</p>
<div class="lb-trans"><p>“L4 是我们的北极星——尽快到达那里，最终成为一家盈利的公司，实现现金流正向，” Lucid 首席执行官 Marc Winterhoff 说。</p>
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</div><p>Automakers are betting that when true autonomy arrives—the kind where you can take your hands off the wheel, eyes off the road, and liability off of your mind—consumers will be willing to shell out quite a bit of dough every month for the luxury. And they're probably right. But right now, we're still in that murky in-between phase, where the tech and people's willingness to subscribe are not in perfect alignment.</p>
<div class="lb-trans"><p>汽车制造商押注，当真正的自动驾驶到来时——那种你可以放开方向盘、目光离开道路、责任不再挂心的驾驶方式——消费者将愿意每月支付相当可观的费用来享受这种奢侈。而他们可能是对的。但现在，我们仍处于那种模糊的过渡阶段，技术与人们的订阅意愿并未完全对接。</p>
</div><p>More EV Autonomy News</p>
<div class="lb-trans"><p>更多电动车自动驾驶新闻</p>
</div><p>

I Saw The Lucid Cosmos In Person. Here's What I Learned About This Model Y Competitor</p>
<div class="lb-trans"><p>

我亲眼见到了 Lucid Cosmos。以下是我对这款 Model Y 竞争者的了解</p>
</div><p>

Congress Could Pave The Way For Tesla's Robotaxi Dreams</p>
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国会可能为特斯拉的机器人出租车梦想铺平道路</p>
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Here's How Much Rivian's Tesla FSD-Fighting Feature Will Cost And What You Get</p>
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Rivian 的与特斯拉 FSD 竞争的功能将花费多少以及你能得到什么</p>
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'Entirely Different': The Next Few Years Of Vehicle Autonomy Will Change Everything</p>
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'完全不同'：未来几年车辆自主性将改变一切</p>
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Car Buyers Don't Like Subscriptions. Car Companies Are Pushing Them For Driver-Assistance Tech Anyway.

- 越来越多的汽车制造商将部分自动化功能锁定在订阅收费后面。  
- 消费者对订阅服务感到疲惫，而汽车行业却在推动重复收入模式。  
- 目前技术和消费者的接受度尚未完全匹配，价值主张仍不明确。

InsideEVs

GraniteShares 2x Long RIVN Daily ETF

GraniteShares 2x Long LCID Daily ETF

Rivian

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

Simplify Volt TSLA Revolution ETF

福沃德工业

2 倍做多 TSLA ETF - GraniteShares

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

2 倍做多 TSLA ETF - T-Rex

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

福特汽车

通用汽车

2 倍做多特斯拉 ETF - Leverage Shares

特斯拉

1.25 倍做多特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

Lucid

尽管汽车买家不喜欢订阅服务，汽车公司仍在推动将其用于驾驶辅助技术