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Waymo and Tesla are getting into a size contest. Temper your expectations with both companies — for now.
Business Insider· 2025-07-18 01:22
Core Insights - Tesla and Waymo are competing in the robotaxi market in Austin, with Waymo recently expanding its service area significantly [1][2] - Waymo's service area has increased from approximately 37 square miles to 90 square miles, covering new neighborhoods [2] - Tesla's robotaxi service is currently limited to a select group of invitees, with no clear timeline for broader public access [3][4] Group 1: Company Developments - Waymo has doubled its service area in Austin, now covering 90 square miles, which includes neighborhoods like Crestview and Windsor Park [2] - Tesla has showcased an expanded geofence in Austin but has not clarified the timeline for public access to its robotaxi service [3][4] - Waymo's service is available through the Uber app, but users cannot specifically request a robotaxi, as the app decides based on availability [9] Group 2: Operational Limitations - Waymo does not currently allow public passengers on highways, which affects the routing options for users [11] - In tests conducted by Business Insider, Uber paired users with human drivers when the destination required highway travel, indicating limitations in Waymo's service [10][11] - When destinations do not require highway access, Uber can suggest a Waymo robotaxi, showing variability in service availability [12]
Lucid Is Skyrocketing Today -- Is the Stock a Buy Right Now?
The Motley Fool· 2025-07-17 17:56
Lucid Group (LCID 37.77%) stock is soaring today after the company announced a major new deal in the robotaxi space. The company's share price was up 40.2% as of 1:30 p.m. ET amid the backdrop of a 0.4% gain for the S&P 500 and a 0.7% jump for the Nasdaq Composite.Uber Technologies announced today that it has selected Lucid as a key vehicle provider for its robotaxi initiatives. The ride-hailing company will be purchasing the vehicles from Lucid and operating them using autonomous-vehicle software from Nuro ...
Gold Moves Lower; Lucid Group Shares Jump
Benzinga· 2025-07-17 16:49
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining more than 150 points on Thursday.The Dow traded up 0.28% to 44,380.09 while the NASDAQ rose 0.82% to 20,900.38. The S&P 500 also rose, gaining, 0.41% to 6,289.19.Check This Out: Top 2 Defensive Stocks That Are Ticking Portfolio BombsLeading and Lagging SectorsInformation technology shares jumped by 0.7% on Thursday.In trading on Thursday, health care stocks dipped by 0.8%.Top HeadlineGE Aerospace GE reported better-than-expe ...
RTL for Programable NoC (Modular NoC) Part 1 - Overview
AMD· 2025-07-17 16:01
Hello and welcome to this video discussing RTL for the Programable NoC, or as we call it, the modular NoC for short. The primary purpose of the modular NoC is to bring NoC capabilities to RTL designs. This is part one of a series of videos where we'll walk through our solution.The agenda is as follows. First, we'll start the conversation by discussing some of the challenges facing developers using our current solution. Then we'll provide an overview of the modular NoC solution by introducing the three main ...
RTL for Programable NoC (Modular NoC) Part 2 – Adding XPMs
AMD· 2025-07-17 16:00
Welcome to part two of the Modular NoCs series. In this video, you are going to learn about how to add XPMs into your design to utilize the modular NoC. To refresh your memory, the modular NoC solution is comprised of three main steps.Step one is to connect all AXI busses that want to utilize the NoC to Xilinx parameterizable macros or XPMs. . The second step of the process is to add constraint files (or XDCs) to the design that define connectivity and quality of service parameters for each individual NoC c ...
RTL for Programable NoC (Modular NoC) Part 4 – validate_noc Command
AMD· 2025-07-17 16:00
Welcome to part four of the modular NoC series. In this video, you're going to learn about the validate_noc command. At this stage, we know how to connect all AXI busses by utilizing XPMs and how to define multiple constraints like connectivity addressing QoS and bandwidth by using constraint files (or XDCs).The final step in this three step process is to run the validate_noc command. This video focuses on this command. The validate_noc command validates the NoC topology for the entire system. The validate_ ...
Why Shares of Lucid Are Accelerating Higher Today
The Motley Fool· 2025-07-17 15:10
Core Viewpoint - Lucid Group has announced a partnership with Uber to develop a robotaxi fleet, which has positively impacted its stock price, increasing by 30.1% following the announcement [1][6]. Group 1: Partnership and Fleet Development - Uber plans to develop a fleet of 20,000 or more Lucid vehicles over the next six years to operate as robotaxis, which will be owned and operated by Uber or its third-party partners [3][5]. - The robotaxi fleet will feature Lucid Gravity EVs equipped with autonomous driving software from Nuro, achieving Level 4 autonomy [4]. Group 2: Financial Implications and Market Potential - Uber will make multimillion-dollar investments in both Lucid and Nuro to support the development of the robotaxi fleet, with the service expected to launch in 2026 in a major U.S. city [5]. - Lucid's interim CEO, Marc Winterhoff, expressed optimism about the company's potential in the multitrillion-dollar robotaxi market, indicating a strategic move to extend its innovation and technology leadership [4].
滴滴没跑通的定制车,曹操能跑通吗?
3 6 Ke· 2025-07-17 13:02
出行平台到底需不需要一款"自己"的车?从不久前曹操出行向港交所递交的招股书来看,这个问题的答 案是肯定。 通过定制车,打造品质出行的差异化优势,能够实现乘客体验、司机收入和平台效率的三赢。 然而,有关定制车的叙事,滴滴在7年前曾有过尝试,时至今日已悄然无声,曹操出行的定制车跑通 吗?它在定制车这个酒瓶子里又注入了怎样的新酒呢? 01滴滴的定制车 对于定制车,曹操出行在招股书中的解释为,专为用于共享出行而设计的车辆,并非为私人拥有而设计 的车辆,空间、舒适度、耐用性等方面更为关注。 2021年,曹操出行开始部署定制车和车服解决方案,2022年推出第一代定制车枫叶80V,2023年推出第 二代定制车曹操60,同时开始向第三方销售定制车。 截至2024年底,曹操出行的网约车业务已覆盖全国超百城,在21个城市拥有超过3.4万辆定制车,弗若 斯特沙利文的调查报告称,曹操出行现拥有全球规模最大的定制车队。 其二,在车辆营运环节,曹操出行和易易互联(吉利系孵化的换电平台)合作,通过一揽子服务降低司 机用车成本。招股书显示,曹操出行司机的平均小时收入,从2022年的30.9元增加到了2024年的35.7 元,显著高于中国网约 ...
X @Bloomberg
Bloomberg· 2025-07-17 12:40
Uber is teaming up with electric vehicle maker Lucid and self-driving tech startup Nuro to launch a robotaxi fleet. https://t.co/xnlNcIkFdf ...
高盛:滴滴公司-全球出行增长引领 robotaxi 商业化前沿;给予买入评级
Goldman Sachs· 2025-07-16 15:25
16 July 2025 | 4:12AM HKT DiDi Global Inc. (DIDIY) Global mobility growth at the forefront of robotaxi commercialization; initiate at Buy | | | DiDi is well positioned to capture growing global mobility opportunities, is at the forefront of autonomous driving, and has an undemanding valuation (14X 2026E domestic P/E vs. 8%/44% revenue/EPS 2024-27E CAGR). We expect sustained compounding of domestic profit/FCF streams, one of the fastest profit growths within our China Internet coverage, through domestic GTV ...