Ark Invest's Cathie Wood Predicts Rapid Robotaxi Market Shift As Waymo Gains On Lyft In San Francisco
Ark Invest's Cathie Wood Predicts Rapid Robotaxi Market Shift As Waymo Gains On Lyft In San Francisco
Cathie Wood, CEO of ARK Invest, suggests Tesla Inc.'s (NASDAQ:TSLA) entry into the robotaxi market could trigger a swift transformation of the ride-hailing industry, pointing to Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google-backed Waymo's recent success in San Francisco as evidence.
ARK的首席執行官Cathie Wood表示,特斯拉(NASDAQ:TSLA)進入機器人出租車市場可能會迅速改變出行行業,她指出,Alphabet Inc.(NASDAQ:GOOGL)(NASDAQ:GOOG)子公司谷歌支持的Waymo在舊金山的成功作爲證據。
What Happened: Wood's comments on X, formerly Twitter, came after data shared by Alex Immerman, Partner at Andreessen Horowitz showed Waymo had matched Lyft Inc.'s (NASDAQ:LYFT) market share in San Francisco, reaching 22% of rides within its operating boundary. Uber Technologies Inc. (NASDAQ:UBER) leads with 55% of the market.
發生了什麼:Wood在社交媒體X(前身爲推特)上的評論是在Andreessen Horowitz的合夥人Alex Immerman分享的數據之後,該數據表明Waymo在舊金山的市場份額已與Lyft Inc.(NASDAQ:LYFT)相匹配,達到了其運營範圍內22%的乘車比例。Uber Technologies Inc.(NASDAQ:UBER)以55%的市場份額領先。
"When Tesla's solution enters the market next year, the transition is likely to shift from 'slowly, slowly' to 'all at once,'" Wood wrote on Sunday.
「當特斯拉的解決方案明年進入市場時,轉變可能會從『緩慢,緩慢』轉向『一下子都來了』,」Wood在週日寫道。
ARK Investment Management projects Tesla's driverless ride-hailing service could unlock $11 trillion in revenue potential. The firm estimates Tesla's robotaxi rides could cost consumers $0.25 per mile, significantly below current ride-hail costs of about $2 per mile.
ARK投資管理公司預計特斯拉的無人駕駛出行服務可能會釋放11萬億美元的營業收入潛力。該公司估計,特斯拉的機器人出租車每英里收費0.25美元,顯著低於當前出行費用約爲每英里2美元的水平。
Why It Matters: Tesla CEO Elon Musk announced plans to launch ride-hailing services in Texas and California next year, pending regulatory approval. While initial operations may require human drivers in some states, Musk expects to operate driverless paid rides in 2025.
重要性:特斯拉首席執行官埃隆·馬斯克宣佈計劃明年在德克薩斯州和加利福尼亞州推出出行服務,待監管批准。雖然初期操作在某些州可能需要人類駕駛員,但馬斯克預計在2025年將運營無人駕駛收費出行。
The company recently unveiled its purpose-built robotaxi, the Cybercab, scheduled for production before 2027. Until then, Tesla plans to use its Model 3 and Model Y vehicles for the ride-hailing fleet.
該公司最近推出了其專門設計的機器人出租車Cybercab,計劃在2027年前開始生產。在此之前,特斯拉計劃使用其Model 3和Model Y車輛作爲出行車隊。
However, some analysts remain cautious. Gary Black, managing partner at The Future Fund LLC, excludes robotaxi revenue from his Tesla valuations until competitive dynamics become clearer.
然而,一些分析師仍然持謹慎態度。未來基金公司(The Future Fund LLC)的管理合夥人加里·布萊克(Gary Black)在特斯拉估值中不考慮機器人出租車的營業收入,直到競爭動態變得更清晰。
Black expects multiple automakers to receive approval for unsupervised autonomy simultaneously, suggesting market dynamics will be demand-driven rather than supply-controlled.
布萊克預計多家汽車製造商將同時獲得無監督自主駕駛的批准,這表明市場動態將由需求驅動,而不是由供應控制。
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Photo courtesy of Tesla.
照片由特斯拉提供。
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