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
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.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 Invest的首席执行官凯茜·伍德表示，特斯拉公司（纳斯达克：TSLA）进入机器人出租车市场可能会迅速改变打车行业，并指出Alphabet Inc（纳斯达克：GOOGL）（纳斯达克：GOOG）子公司谷歌支持的Waymo在旧金山的成功案例作为证据。
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.
事件经过：伍德在曾用名推特的X上发表评论，称安德森·霍洛维茨的合伙人亚历克斯·伊默曼分享的数据表明，Waymo在旧金山的市场份额已与Lyft Inc.（纳斯达克：LYFT）持平，在其运营范围内达到了22%的乘车比例。优步科技公司（纳斯达克：UBER）以55%的市场份额领先。
"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.
伍德在周日写道：“当特斯拉的解决方案明年进入市场时，转变可能会从‘慢慢来’变为‘一下子全上’。”
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投资管理公司预计，特斯拉的无人驾驶打车服务可能会释放出11万亿的营业收入潜力。该公司估计，特斯拉的机器人出租车乘车费用可能低至每英里0.25美元，远低于目前约2美元的打车费用。
With a tiny fraction of cars compared to Uber and Lyft, Waymo is beginning to disrupt the raid-hail market in San Francisco. When $TSLA's solution enters the market next year, the transition is likely to shift from "slowly, slowly" to "all at once". Can't wait!
— Cathie Wood (@CathieDWood) December 15, 2024
与优步和Lyft相比，Waymo的汽车数量微乎其微，但在旧金山开始对打车市场产生影响。当$TSLA的解决方案明年进入市场时，转变可能会从‘慢慢来’变为‘一下子全上’。真是迫不及待！
—凯茜·伍德 (@CathieDWood) 2024年12月15日
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：特斯拉首席执行官埃隆·马斯克宣布计划在德克萨斯州和加利福尼亚州推出打车服务，待监管批准。尽管初期运营可能在一些州需要人工司机，但马斯克预计将在2025年开展无人驾驶收费乘车服务。
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.
该公司最近推出了专门设计的机器人出租车Cybercab，计划在2027年之前开始生产。在此之前，特斯拉计划将Model 3和Model Y车辆用于打车车队。
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，一些分析师仍保持谨慎。未来基金有限公司的管理合伙人Gary Black在特斯拉估值中排除了机器人出租车的营业收入，直到竞争动态变得更加清晰。
Black expects multiple automakers to receive approval for unsupervised autonomy simultaneously, suggesting market dynamics will be demand-driven rather than supply-controlled.
Black预计多家汽车制造商将同时获得无监管自主的批准，这表明市场动态将以需求驱动而非供给控制为主。
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Photo courtesy of Tesla.
照片由特斯拉提供。
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译文内容由第三方软件翻译。
