Tesla(US:TSLA) 大鱼聊电动·2025-09-29 12:11Business Model Analysis - Chinese Robotaxi companies adopt a "central kitchen" model, providing autonomous driving technology as a "pre-made meal" to global ride-hailing platforms [1] - This model prioritizes rapid expansion by leveraging existing user bases like Uber's millions of users [1] - The trade-off involves relinquishing brand control, customer ownership, and pricing power [1] - The industry views this approach as limiting their potential, capping them as suppliers rather than ecosystem definers [1] Competitive Positioning - The report suggests Chinese Robotaxi companies are positioning themselves as the "Intel" of the Robotaxi world, not the "Apple" [1] - The industry believes this model prevents them from achieving disruptive innovation, instead becoming advanced laborers [1] Risk Assessment - The industry highlights the risk of reliance on other platforms, where ride-hailing services can easily switch to competitors like Waymo [1]