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美国DoorDash与谷歌Waymo合作,开启无人驾驶出租车外卖配送测试
Huan Qiu Wang Zi Xun· 2025-10-20 06:56
Core Insights - DoorDash has partnered with Waymo to integrate autonomous delivery services into its platform, specifically in the Phoenix metropolitan area of Arizona, covering a service range of 816 kilometers [1][3] - The collaboration is currently in the testing phase, allowing customers to select Waymo's autonomous vehicles for their deliveries through DoorDash's Autonomous Delivery Platform [1][3] Company Developments - DoorDash has established a diversified delivery system that includes human delivery, robotic delivery, and drone delivery, with Waymo's autonomous vehicles being the latest addition [3] - Currently, only DoorDash's self-operated stores can utilize Waymo's delivery service, but the company plans to expand this service to include more local businesses in the future [3] User Engagement Strategies - To enhance user participation, DoorDash has introduced promotional activities, such as offering DashPass subscribers a $10 discount on Waymo rides in Los Angeles, San Francisco, and Phoenix each month [3]
DoorDash (NASDAQ:DASH) Sees New Price Target from Jefferies Amid Autonomous Delivery Initiative
Financial Modeling Prep· 2025-10-17 22:07
Core Insights - DoorDash is a leading food delivery service in the U.S., competing with Uber Eats and Grubhub, and has a new price target set by Jefferies at $280, reflecting a 6.2% increase from its current price of $263.65 [1][5] Company Developments - DoorDash has partnered with Waymo to launch an autonomous delivery service in Metro Phoenix, enhancing its delivery capabilities through technology, and offering a $10 discount for DashPass members on Waymo rides in select cities [2] - The current trading price of DoorDash (DASH) is $264.06, with a slight decrease of 0.98% today, and has fluctuated between a low of $257.71 and a high of $265.38 [3][5] - Over the past year, DoorDash's stock has seen a high of $285.50 and a low of $150.26, indicating its volatile nature [3][5] Market Position - DoorDash's market capitalization is approximately $112.8 billion, with a trading volume of 2,232,360 shares, underscoring its strong position in the food delivery industry [4]
Waymo and DoorDash Are Teaming Up to Deliver Your Food via Robotaxi
CNET· 2025-10-16 20:08
Core Insights - Waymo and DoorDash are collaborating to deliver food and grocery orders using self-driving cars, starting in Phoenix in the coming months [1][2] - Waymo's self-driving vehicles, primarily the all-electric Jaguar I-Pace, are already operational in several major cities, including Phoenix, San Francisco, and Los Angeles [2][3] - The Waymo Driver has completed over 100 million autonomous miles and facilitated over 10 million trips, showcasing the reliability of the technology [3] Company Operations - The partnership will allow DoorDash users to opt for autonomous vehicle delivery during checkout, with deliveries made from DashMart, DoorDash's convenience and grocery stores [4][5] - Users will access their orders by opening the trunk of the Waymo vehicle through the DoorDash app, which may limit convenience for those with mobility issues [4] - DoorDash is also developing its own delivery robot named Dot, which can navigate various terrains and is set to launch in the Phoenix area [3]
X @TechCrunch
TechCrunch· 2025-10-16 19:57
Waymo has spent the past several years scaling up its robotaxi business. The partnership with DoorDash could mark a return to delivery. https://t.co/hH2DfqZfeS ...
Waymo dips its wheels back into delivery, this time with DoorDash
TechCrunch· 2025-10-16 19:56
Core Insights - Waymo is expanding its business model beyond robotaxis to include delivery services through a partnership with DoorDash [3][4] - The partnership will initially focus on delivering orders from DashMart within a 315-square-mile area of Phoenix [3][4] - The delivery process will involve customers retrieving their orders from the trunk of a driverless Waymo vehicle [5][6] Company Developments - Waymo has previously tested delivery services with UPS and Uber Eats but has shifted focus to robotaxis after closing its self-driving truck program in 2023 [2] - DoorDash has experience in autonomous vehicle technology, having partnered with Serve Robotics and developed its own delivery bot called Dot [4] Operational Details - The Waymo delivery service will not utilize DoorDash's Dot vehicle; instead, it will employ a driverless Jaguar I-Pace for deliveries [5] - The success of the delivery model will depend on customer acceptance of retrieving items from an autonomous vehicle rather than receiving them directly from a human [6]
Britain's Smiths Group to sell interconnect unit to Molex in $1.75 billion deal
Reuters· 2025-10-16 19:53
Core Viewpoint - Smiths Group's interconnect unit is being acquired by U.S.-based Molex Electronic for a valuation of £1.3 billion [1] Group 1: Acquisition Details - The acquisition involves Smiths Group's interconnect unit, which is a significant part of its business operations [1] - The deal is valued at £1.3 billion, indicating a strong market interest in the interconnect technology sector [1] Group 2: Market Implications - This acquisition reflects ongoing consolidation trends within the electronic equipment manufacturing industry, highlighting the strategic importance of interconnect solutions [1] - The transaction may enhance Molex Electronic's capabilities and market position in the interconnect segment [1]
DoorDash Partners With Waymo For Robot Food Delivery
Investors· 2025-10-16 17:57
Core Insights - DoorDash has partnered with Waymo to offer autonomous delivery services in Phoenix, marking their first collaboration [1][2] - DoorDash stock has reached new highs, increasing by 3% to $280.64, and has gained nearly 70% year-to-date [4] Company Developments - The autonomous delivery service will initially focus on deliveries from DashMart, DoorDash's convenience store offering [2] - Users will need to opt-in for the autonomous delivery service through the DoorDash app [2][3] - This partnership follows DoorDash's announcement of working with Serve Robotics for meal deliveries in Los Angeles [3] Market Performance - DoorDash stock has surpassed a 5% buy zone from a previous entry point of $269.06 [4] - Alphabet (Google's parent company) shares are up 1.3% to $254.34, while Uber's stock is slightly down near $93.95 [5]
美股异动|Doordash涨超4.7%创新高,与Waymo合作推出自动驾驶配送服务
Ge Long Hui· 2025-10-16 15:05
Core Insights - Doordash (DASH.US) experienced a significant stock price increase, rising over 4.7% to reach a historical high of $285.489 [1] Company Developments - Doordash has partnered with Waymo to launch an autonomous delivery service [1] - The service will be available for Dashpass members in Los Angeles, San Francisco, and Phoenix, featuring a limited-time Waymo promotional offer [1]
Why Is DoorDash Stock Gaining Today? DoorDash Stock Is On A Tear Today - Alphabet (NASDAQ:GOOGL), DoorDash (NASDAQ:DASH)
Benzinga· 2025-10-16 14:02
DoorDash, Inc. (NASDAQ:DASH) shares are trading higher on Thursday as the company expands its presence into the autonomous delivery space through a new collaboration with Waymo, the self-driving unit of Alphabet Inc. (NASDAQ:GOOGL).The two companies are launching an autonomous delivery pilot in Metro Phoenix and offering a special promotion to DashPass members in select U.S. cities.Testing for the self-driving delivery initiative has already begun in Metro Phoenix, where select customers may soon receive th ...
Analyst Says DoorDash (DASH) ‘Number One’ Consumer Discretionary Stock – Here’s Why
Yahoo Finance· 2025-10-16 13:14
Core Insights - DoorDash Inc (NASDAQ:DASH) is highlighted as a leading food delivery platform in the U.S. with significant market share and strong growth metrics [2] - The company reported a 19% year-over-year increase in orders, with a 14% rise in monthly active users and a 56% increase in adjusted EBITDA [2] - The first-quarter 2025 guidance indicates a projected 20% growth in gross order volume, surpassing consensus expectations [2] Group 1 - Joseph Terranova, a Senior Managing Director at Virtus Investment Partners, identifies DoorDash as his top consumer discretionary holding, correlating its growth to that of Uber [1] - DoorDash's dominant market share is emphasized, showcasing its competitive position in the food delivery sector [1] - The company's ability to fulfill customer needs quickly, as illustrated by a personal anecdote, highlights its operational efficiency [1] Group 2 - Sands Capital Technology Innovators Fund expresses confidence in DoorDash's long-term earnings potential, suggesting that consensus estimates may underestimate its capabilities [2] - Despite recognizing DoorDash's potential, the fund indicates a preference for certain AI stocks that may offer higher returns with lower risk [2]