Likes Received
PostsLet me break it down one by one:
First, Waymo adopts the LiDAR model, directly implementing L4 autonomous driving with hardware stacking, which is fully unsupervised autonomous driving in the absolute sense.
Waymo achieved one intervention per 21,000 kilometers (mpi) back in 2019, so there's no doubt about its ability to replace human drivers in terms of safety.
Domestic RoboTaxi follows the same technical path as Waymo, with similar intervention rates in California road tests. However, in actual operations, RoboTaxi requires intervention every 2,000+ kilometers, and the Ministry of Transport mandates at least one cloud-based safety driver for every three vehicles. Currently, the economic viability remains a significant issue.
The above describes LiDAR players with low mpi counts but still poor real-world economics.
$Uber Tech(UBER.US)$Tesla(TSLA.US)
Are Uber and Tesla competitors? This question seems worth discussing seriously at a roundtable. Let's start a thread here and try to build some momentum? @海豚投研 Dolphin, could you share your thoughts? 😂
I think last night's stock price was a reaction to emotions. But you can't simply say it's just a retail investor issue; FSD could indeed change everything.
The question is, can't Uber benefit from FSD? For example, what if Uber buys a bunch of cheap Tesla cars to build its own autonomous fleet?
Friends who are interested, come join the discussion! By the way, our goal is to make big money; let's focus on the issues, not the people.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
