Alphabet(US:GOOGL) 智通财经网·2025-07-29 02:15Core Insights - Waymo plans to launch an autonomous taxi service in Dallas next year in partnership with Avis Budget Group, aiming to expand its business across the U.S. and move away from its collaboration with Uber [1] - This partnership marks Avis's entry into the autonomous taxi fleet management sector, positioning it as a competitor to Uber and Lyft, which are also developing similar services [1] - Waymo's CEO highlighted the collaboration as a significant milestone in Avis's evolution from a car rental company to a leader in fleet management and operational services for a broader mobility ecosystem [1] Company Developments - Waymo currently provides services in five cities, including Phoenix, San Francisco, and Los Angeles, and has partnered with Uber in Austin and Atlanta [2] - In Dallas, Waymo will utilize its app for ride-hailing, while Avis will manage vehicle operations, maintenance, and infrastructure [1][2] - Waymo is also expanding its service area in Austin, more than doubling its coverage, and has begun testing in New York City with plans to do the same in Philadelphia [2] Competitive Landscape - The autonomous taxi market in Dallas is expected to be highly competitive, with Uber and Lyft also planning to leverage their partnerships for similar services [2] - Uber is collaborating with a local company to launch its autonomous services later this year, while Lyft aims to partner with Mobileye for its own offerings next year [2] - Waymo may face intensified competition from Tesla, which is also expanding its autonomous vehicle capabilities [2]