Core Insights - Waymo is expanding its robotaxi service, "Waymo One," to new areas in Silicon Valley, increasing its operational footprint to 27 square miles, in addition to the existing 55 square miles in the San Francisco Bay Area [1][2] - The expansion is part of a significant growth phase for Waymo, which includes partnerships with Uber and plans to enter new markets like Miami and Atlanta [2][3] - Waymo is also planning to test its services in up to 10 new U.S. cities this year, supported by a $5.6 billion funding round that values the company at $45 billion, positioning it as the leading U.S. robotaxi provider [3] Company Developments - Waymo's robotaxi service will be available 24/7 in the newly added territories, enhancing its service offerings in the competitive autonomous vehicle market [1] - The partnership with Uber allows users in Austin to access Waymo vehicles, with plans for similar services in Atlanta later this year [2] - Waymo's aggressive expansion comes as its competitor Cruise has ceased its commercial operations, allowing Waymo to solidify its market leadership [3] Industry Context - Other companies in the autonomous vehicle space, such as Tesla, Uber, and Amazon-owned Zoox, are also planning to launch or trial their robotaxi services in various U.S. cities, indicating a competitive landscape [4] - The ongoing developments in the robotaxi sector highlight the increasing interest and investment in autonomous transportation solutions across multiple cities [4]

In Brief Waymo is logging more than 200,000 paid robotaxi rides every week, according to Alphabet CEO Sundar Pichai, who shared the stat about the tech giant’s subsidiary on X.Waymo commercially operates robotaxis in Los Angeles, San Francisco, and Phoenix. The 200,000-weekly trips milestone is notable for a company that was providing only 10,000 rides a week two years ago. As Pichai notes, the number of weekly paid rides has grown 20-fold in the past two years. In August, the company was providing 100,00 ...

小马智行被视为"中国版Waymo"。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 日前，小马智行副总裁、北京研发中心负责人、Robotaxi业务负责人张宁以及小马智行副总裁、广 州研发中心负责人莫璐怡与「IPO早知道」等媒体分享了小马智行Robotaxi的过去、现在和未来， 这也是小马智行正式登陆纳斯达克后的第一次对外分享。 值得一提的是， 据张宁介绍，小马智行在上市路演过程中备受追捧， 有近200家机构 、包括了 基 本上所有长线基金都 与小马智行深 入探讨了 其 商业模式 ，且几乎所有机构都把 小马智行 视为" 中国版Waymo "。 "大家不太问关于Cruise，甚至也很少提及FSD的问题，大家更多还是按照 Robotaxi这个赛道目前在市场上的领头羊Waymo作为一个标杆和参照物来思考小马智行在未来的市 场地位和发展路径是否一致。"张宁说道。 战略规划在上市前后从来没有变化过 张宁 指出，小马智行上市后的战略规划其实早在两、三年前就已想清楚，并且 这个答案 在 上市前 和上市后从来都没有变化过 。 张宁进一步透露，小马智行的Robotaxi业务可以分为三个阶 ...

引领全球Robotaxi大规模量产和商业化。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 自动驾驶出行服务 已开始规模化运营 单车运营盈亏平衡 点或即将到来 在小马智行的三大业务板块中，自动驾驶出行服务（Robotaxi）显然是其当前最核心也是最具潜力 的一块业务。 据IPO早知道消息，Pony AI Inc.（以下简称"小马智行"）于美东时间2024年10月17日正式向美国 证券交易委员会（SEC）递交F-1文件，计划以"PONY"为股票代码在纳斯达克挂牌上市，高盛、美 银美林、德意志银行、华泰证券为其担任主承销商。 这意味着，小马智行或将成为"全球Robotaxi第一股"。今年4月22日，中国证监会国际合作司已披 露了关于Pony AI Inc.（小马智行股份有限公司）境外发行上市备案通知书。 成立于2016年的小马智行主要为全球市场提供出行和物流领域的自动驾驶技术和解决方案，开发可 适用于不同车型和应用场景的"虚拟司机"（Virtual Driver）技术。基于此，小马智行的营收也主要 来自于自动驾驶出行服务（Robotaxi）、自动驾驶卡车（Robotruc ...