Core Viewpoint - The current investment environment is perceived as lacking in opportunities, leading to a strategy of accumulating cash and waiting on the sidelines for better prospects [1]. Group 1: Investment Strategy - The company has expressed a cautious approach to investing, indicating a preference for holding cash rather than making new investments at this time [1]. - There is an emphasis on the importance of knowledge expansion and engagement in the investment community as a means to improve investment decisions [1]. Group 2: Company Engagement - The company is actively involved in discussions about geopolitics and macroeconomics, which informs its investment perspectives [1]. - There is a focus on companies that are part of the company's portfolio, highlighting a selective interest in specific stocks [1].

Core Insights - Waymo is expanding its fully autonomous ride-hailing services, recently launching rides to San Francisco International Airport and planning to serve additional airport locations in the future [1][2] - The company operates in multiple cities, including Phoenix, San Francisco, Los Angeles, Atlanta, and Austin, with plans for further expansion [3][4] - Waymo is increasing its fleet size and capabilities, opening a new manufacturing facility and integrating sixth-generation self-driving technology into new vehicles [5][6] Expansion and Operations - Waymo has opened fully autonomous rides to the public in various cities, including Phoenix and San Francisco, with plans to expand to more locations [3][15] - The company is also entering new markets, such as Baltimore, St. Louis, New Orleans, Minneapolis, Las Vegas, and San Diego, with manual driving operations already underway [25][30][32] - Future expansions include cities like Nashville, Denver, Seattle, Dallas, Houston, and San Antonio, with plans to launch public rides in 2026 [36][40][41] Technology and Safety - Waymo has driven over 127 million fully autonomous miles, reporting significantly fewer crashes compared to human drivers, with an 88% reduction in serious injury crashes [7][9] - The company is developing its sixth-generation self-driving technology, which aims to enhance vehicle performance in extreme weather conditions [52] - Partnerships with Hyundai and Toyota are set to integrate advanced technology into new electric vehicles, expanding the Waymo One fleet [6][53] Partnerships and Collaborations - Waymo is collaborating with Uber for ride-hailing services in cities like Austin and Atlanta, allowing users to summon Waymo vehicles through the Uber app [20][23] - The company is also working with Avis Budget Group to manage its fleet in Dallas, enhancing operational efficiency [41] - In Tokyo, Waymo is partnering with local taxi services to adapt its technology to the unique driving conditions of the city [50][51]

Waymo driverless taxi parks in lower Manhattan in New York City, U.S., Nov. 26, 2025.Waymo is starting to take San Francisco passengers to the airport.The Alphabet-owned company said in a blog post Thursday that it is opening up San Francisco International Airport access to a select number of customers, and will gradually welcome all riders over the coming months. Pickups and drop-offs will initially take place at the airport's rental car center, and will eventually expand to additional locations like termi ...

Core Viewpoint - A Waymo self-driving vehicle was involved in an incident where it hit a child pedestrian near an elementary school, prompting an investigation by the National Highway Traffic Safety Administration (NHTSA) [1][2] Group 1: Incident Details - The incident occurred during normal school drop-off hours, with other children and vehicles present in the vicinity [2] - Waymo reported that the child sustained minor injuries and that the vehicle braked hard, reducing speed from approximately 17 mph to under 6 mph before contact [1][2] - After the incident, the pedestrian walked to the sidewalk, and Waymo called 911, with law enforcement eventually clearing the vehicle to leave [1] Group 2: Company Response and Safety Measures - Waymo emphasized the importance of its safety systems in its blog post, stating its commitment to improving road safety [2] - The NHTSA investigation will assess whether the Waymo robotaxi operated with the necessary caution near an elementary school and adhered to speed limits [2] - Waymo's Safety Impact report claims that its technology has resulted in 88% fewer crashes leading to serious injuries and 78% fewer injury-causing crashes compared to average human drivers over 71 million autonomous miles [4] Group 3: Historical Context and Challenges - Waymo has faced several high-profile incidents, including difficulties navigating construction zones and a previous incident involving a robotaxi hitting a neighborhood cat [3] - The company has made claims that a fully attentive human driver would have made contact with the pedestrian at approximately 14 mph in the same situation [5]

Group 1: Market Overview - The market is experiencing significant volatility, which is typical for this time of year, particularly in February and October [2] - Caution is advised as the market reaches all-time highs, and geopolitical news can create both buying opportunities and risks [4][3] Group 2: Palantir Technologies - Palantir has seen a notable pullback, with a recent decline of almost 5%, reflecting broader sell-offs in software stocks [5][6] - The stock's valuation may have been too high previously, and a consolidation around current levels is expected [7] - Despite the stock price decline, the company's earnings growth remains strong, and there is optimism about its future performance [8] - Technical indicators show a potential head and shoulders pattern, with critical support levels identified at 130 and 148 [10][12] - A call spread strategy is suggested to limit risk while capitalizing on potential upside [16][17] Group 3: Exxon Mobil - Exxon Mobil is positioned well amid geopolitical risks, with a shift in investment from precious metals to energy [19] - The company has had a strong year, and there is potential for continued growth, making it a suitable addition to a portfolio [20] - Technical analysis indicates a rising wedge pattern, which typically has a bearish bias, but the upcoming earnings report could influence the stock's direction [25][27] Group 4: Alphabet Inc. - Alphabet is facing pressure from broader market trends but is viewed as a strong long-term investment due to its leadership in AI and other innovative sectors [32][34] - The company has a robust pipeline of projects and is well-positioned to monetize its investments [37] - Technical indicators suggest a bearish setup with a rising wedge pattern, and critical support levels are identified around 306 and 326 [39][40]

Core Insights - Waymo has received approval to operate a robotaxi service to and from San Francisco International Airport (SFO), marking a significant milestone after years of negotiations [1][5] - The service will initially be available to a select number of riders, with plans to expand access to all customers in the coming months [1] - Waymo's operations at SFO are crucial for its business model, which relies on geographic scale and high rider volume [3] Group 1: Operational Developments - Pickups and drop-offs for the robotaxi service will occur at the SFO Rental Car Center, accessible via AirTrain [1] - Waymo has accelerated its expansion efforts, launching services in new cities, increasing its fleet size, and adding more operational areas, including most of the San Francisco Bay Area and parts of Silicon Valley [4] - The company also operates in cities like Atlanta, Austin, Los Angeles, Miami, and Phoenix, including curbside service to Phoenix Sky Harbor International Airport [4] Group 2: Safety Concerns - Waymo faces criticism regarding safety, particularly after an incident where one of its robotaxis struck a child near an elementary school in Santa Monica, leading to an investigation by the National Highway Traffic Safety Administration (NHTSA) [2] - The NHTSA is also investigating Waymo for illegal behavior of its robotaxis around school buses [2] Group 3: Regulatory Milestones - Waymo's journey to operate at SFO included a failed attempt to secure a permit in 2023, followed by a successful negotiation that granted a permit in March 2025 for mapping SFO with data-sharing conditions [5] - In September, Waymo and SFO signed a testing and operations pilot permit, bringing the company closer to commercial operations at the airport [7]

The National Highway Traffic Safety Administration said that the child ran across the street from behind a double-parked SUV before being struck by the autonomous vehicle, sustaining minor injuries. ...

（原标题：加纳将用当地语言开发AI工具） 他说，他从谷歌非洲运营总监和Gemini项目负责人那里得到了保证，谷歌的教育工具将在加纳以零税率 部署。他表示，这包括与课程相符的内容和资源，内容涉及在教学中负责任地使用人工智能，确保所有 学习者无论身处何地或收入如何都能获得这些资源。他呼吁将豪萨语(在加纳和西非广泛使用的语言)纳 入人工智能工具的开发中。他强调，将豪萨语纳入通用语言将深化区域包容性，并进一步巩固加纳作为 非洲大陆人工智能创新中心的领导地位。 与此同时，2025年7月，谷歌宣布向非洲的人工智能研究和数字技能发展投资3700万美元，其中包括在 阿克拉启动一个新的人工智能社区中心。这是其对非洲数字化转型10亿美元更广泛承诺的一部分，并将 加纳牢牢确立为这一进程中的关键枢纽。 据"加纳通讯社"网1月26日报道。加纳教育部长伊德里苏在英国举行的生成式人工智能峰会期间与谷歌 副总裁进行了交流，之后他宣布，谷歌正与加纳大学和全球残疾创新中心(GD1)合作，开发加纳当地语 言的语音识别和人工智能(AI)工具，以提高教育可及性和数字服务。 ...

Core Viewpoint - Waymo's driverless vehicle was involved in an incident where it struck a child near an elementary school, prompting an investigation by the National Highway Traffic Safety Administration (NHTSA) [1][2]. Incident Details - The collision occurred on January 23, within two blocks of an elementary school during school drop-off hours, with other children and a crossing guard present [2]. - The child ran across the street from behind a double-parked SUV and sustained minor injuries [1][2]. Investigation Focus - NHTSA's Office of Defects Investigations will evaluate whether the Waymo vehicle exercised appropriate caution given its location and the presence of young pedestrians during school hours [3]. - The investigation will analyze the intended behavior of Waymo's driverless vehicles in school zones, particularly during pick-up and drop-off times, as well as the company's response after the incident [3]. Waymo's Response - Waymo stated that their technology detected the child as they emerged from behind a stopped vehicle, and the vehicle braked hard, reducing its speed from approximately 17 mph to under 6 mph before contact [4].

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书，行万里路。把教室搬到世界上最优秀的企业， 请最优秀的企业家和科学家讲课。顺势而为，把握机遇。正心正念，坚持做长期正确的 事！ 我们期待与更多的企业家朋友们携手同行，共赴 2026 实战研学之旅！ 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 型成 11月4日-11日 洛杉矶、拉斯维加斯、旧金山 CES、英伟达、特斯拉 谷歌、罗宾汉、playground 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 复星财富、HashKey、港交所 5月22日-23日 1151 11:47:50 深圳 华为、新凯来、江波龙、莫界科技 闭门投研会—2026 Al 的中国力量(二) ...