疯狂！也就2500辆车上路，完成8760亿估值新融资

Core Viewpoint - Waymo has successfully completed a financing round of $16 billion, raising its valuation to $126 billion, which is a significant increase of nearly three times compared to 19 months ago [3][11]. Financing Details - The latest financing round raised $16 billion, surpassing the total of previous rounds [7]. - Key investors include Google, Sequoia Capital, Dragoneer Investment Group, and DST Global, with Google reportedly investing $13 billion [9][10]. - Historical financing amounts and valuations are as follows: - March 2020: $3.2 billion, $30 billion valuation - June 2021: $2.5 billion, valuation reportedly halved - July 2024: $5 billion, $45 billion valuation - February 2026: $16 billion, $126 billion valuation [8]. Business Focus - Waymo's current business focus is on global expansion, declaring that the era of large-scale autonomous driving has arrived [4]. - The company aims to enter over 20 cities globally, including London and Tokyo [13]. Robotaxi Performance - Waymo's Robotaxi service has achieved over 400,000 weekly orders across six major U.S. metropolitan areas, with a projected total of 15 million orders for 2025, more than double that of 2024 [13]. - The total autonomous driving mileage has exceeded 200 million kilometers, with a fleet size of approximately 2,500 vehicles [13]. New Business Ventures - Waymo is exploring new business opportunities, including: - Delivery services using Robotaxi for food delivery [15]. - Restarting its Robotruck division for long-haul transportation [18]. - Licensing autonomous driving technology to original equipment manufacturers (OEMs), although this has not yet materialized [20]. Industry Comparison - Other players in the Robotaxi space, such as Loong, WeRide, and Pony.ai, are also making strides in the market, with Loong operating in over 10 cities and achieving significant order volumes [21]. - WeRide is recognized for its diverse product offerings, including Robotaxi and Robobus, with a market capitalization of $2.63 billion [23]. - Pony.ai has also made progress in Robotaxi commercialization, with a market cap of $5.78 billion [25]. Market Valuation Discrepancies - Despite advancements in commercialization, there remains a significant valuation gap between Waymo and its Chinese counterparts, with Waymo's valuation being tenfold or more compared to others [27]. - The recent valuation increase of Waymo raises questions about whether similar re-evaluations should occur for Chinese L4 players [27].