Google's Waymo Leads Robotaxi Race With 2 Millon Paid Rides, Amazon's Zoox Challenges Tesla For Second Spot As Autonomy Becomes 'Table Stakes,' Says Gary Black
Google's Waymo Leads Robotaxi Race With 2 Millon Paid Rides, Amazon's Zoox Challenges Tesla For Second Spot As Autonomy Becomes 'Table Stakes,' Says Gary Black
In China, Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo has established a commanding lead in the autonomous vehicle market with over 2 million paid robotaxi rides across multiple U.S. cities, Gary Black, Managing Partner at The Future Fund LLC notes.
Alphabet Inc.（納斯達克：GOOGL）（納斯達克：GOOG）的Waymo在自動駕駛汽車市場中佔據了主導地位，在美國多個城市擁有超過200萬次付費機器人出租車行程，未來基金公司（The Future Fund LLC）的管理合夥人Gary Black指出。
What Happened: "Many investors argue Google's Waymo is way ahead in the robotaxi race," Black wrote Sunday on X, noting Waymo's operations in San Francisco, Los Angeles, and Phoenix.
發生了什麼："許多投資者認爲谷歌的Waymo在機器人出租車競爭中遙遙領先，" Black在X平台上於週日寫道，並提到Waymo在舊金山、洛杉磯和鳳凰城的運營。
Meanwhile, Amazon.com Inc.'s (NASDAQ:AMZN) Zoox is preparing to launch paid services in San Francisco and Las Vegas, positioning itself as a contender for second place against Tesla Inc. (NASDAQ:TSLA), which "still hasn't been approved for paid ride-hailing on public roadways without humans behind the wheel," Black stated.
與此同時，亞馬遜（Amazon.com Inc.）（納斯達克：AMZN）的Zoox正在準備在舊金山和拉斯維加斯推出付費服務，正將自己定位爲與特斯拉（Tesla Inc.）（納斯達克：TSLA）爭奪第二名的競爭者，後者"仍未獲得在公共道路上不需要人類駕駛員的情況下進行付費叫車的批准，" Black表示。
In China, Baidu Inc. (NASDAQ:BIDU) has already completed 9 million paid robotaxi rides across four major Chinese cities and is expanding to dozens more, including Hong Kong.
在中國，百度（臨時代碼）（納斯達克：BIDU）已在四個主要城市完成了900萬次付費機器人出租車行程，並正在擴展到更多城市，包括香港。
Black emphasized that "unsupervised autonomy is table stakes for all automotive manufacturers" – a requirement to remain competitive, similar to smartphone features following Apple Inc.'s iPhone launch.
Black強調，"無監督的自動駕駛是所有汽車製造商的基礎要求"——這是一種保持競爭力的必要條件，類似於蘋果（Apple Inc.）iPhone發佈後的智能手機功能。
Many investors argue $GOOG 's Waymo is way ahead in the robotaxi race, having already deployed over 2M paid robotaxi rides in San Francisco, Los Angeles, Phoenix and elsewhere. $AMZN 's Zoox is about to launch paid robotaxi service in San Francisco and Las Vegas, and is... pic.twitter.com/IboDZfNirC
— Gary Black (@garyblack00) March 16, 2025
許多投資者認爲$GOOG的Waymo在機器人出租車競爭中遙遙領先，已經在舊金山、洛杉磯、鳳凰城等地部署了超過200萬次付費機器人出租車行程。$AMZN的Zoox即將在舊金山和拉斯維加斯推出付費機器人出租車服務，正處於... pic.twitter.com/IboDZfNirC
— Gary Black (@garyblack00) 2025年3月16日
Why It Matters: When asked about Tesla's potential advantage with 7 million vehicles worldwide, Black noted that Tesla has not demonstrated Level 4 or 5 autonomy, which hinders approval for unsupervised deployment in most jurisdictions.
爲什麼這很重要：當被問及特斯拉在全球擁有700萬輛汽車的潛在優勢時，Black指出，特斯拉尚未展示出4級或5級的自動駕駛水平，這妨礙了在大多數司法管轄區內進行無監督部署的批准。
Black acknowledged Tesla's superior scaling capabilities but expressed concern about "a lack of marketing skills" – a sentiment echoed in his praise of Apple's marketing as crucial to its success.
布萊克承認特斯拉在規模擴展方面的優勢，但對「缺乏營銷技能」表示擔憂——這一觀點在他對蘋果營銷的讚賞中得到了印證，他認爲這對蘋果的成功至關重要。
The competition intensifies as Waymo expands in Santa Monica, with investment manager Ross Gerber recently describing Waymo's performance as significantly superior to Tesla's Full Self-Driving technology, which he compared to "a 12-year-old driving."
隨着Waymo在聖塔莫尼卡的擴展，競爭愈加激烈，投資經理羅斯·傑伯最近將Waymo的表現形容爲明顯優於特斯拉的全自動駕駛技術，後者被他比作「一個12歲的孩子在駕駛」。
Industry analysts remain cautious, with Goldman Sachs projecting limited initial robotaxi revenue for Tesla of approximately $115 million by 2027.
行業板塊分析師保持謹慎，高盛預計到2027年特斯拉的機器人出租車的初始營業收入將有限，約爲11500萬美元。
- Trump Says He Was 'Little Bit Sarcastic' When He Said He Would End The Russia-Ukraine War In A Day: 'What I Really Mean Is...'
- 特朗普表示，當他說他會在一天之內結束俄羅斯與烏克蘭的戰爭時有「一點諷刺」，他說：「我真正的意思是……」
Image Via Shutterstock
圖片來源於Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：該內容部分是藉助人工智能工具生成的，並經過Benzinga編輯審核和發佈。
譯文內容由第三人軟體翻譯。
評論(0)
請選擇舉報原因