Feng Huang Wang·2025-10-27 03:11Group 1 - Waymo, a subsidiary of Alphabet, is gaining attention in the autonomous driving sector with a nearly fully localized fleet in the U.S. [1] - Chinese companies such as Baidu, WeRide, and Pony.ai have surpassed their U.S. counterparts in the number of autonomous taxi projects, moving from testing to commercialization [1] - Major Chinese cities have launched fully autonomous driving services, with Baidu and WeRide operating in Wuhan and Guangzhou, while Pony.ai has received operational permits in Beijing and Shanghai [1] Group 2 - Chinese companies are seen as more aggressive in global expansion compared to U.S. firms, primarily due to lower vehicle costs [2] - U.S. companies have not prioritized global expansion, leading to a lack of local competition for Chinese autonomous taxi companies in overseas markets [2] - Collaborations between U.S. and Chinese firms are emerging, such as Uber partnering with WeRide in Abu Dhabi and Lyft planning to launch services with Baidu in Europe next year [2]