自动驾驶
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Lyft(LYFT.US)暴涨52%背后:深耕“低渗透率市场”奏效,能否在自动驾驶时代笑到最后?
Zhi Tong Cai Jing· 2025-12-27 06:18
Core Insights - Lyft is enhancing its competitive edge in the ride-hailing and autonomous driving sectors through strategic partnerships and targeting underpenetrated markets, achieving record highs in bookings, order counts, and active passenger numbers [1] - Lyft has experienced double-digit order growth for ten consecutive quarters, with high-margin order volume increasing by 50% year-over-year, revenue up by 11%, and active passenger count rising by 18%, significantly narrowing the gap with Uber in the shared mobility space [1] - By 2026, autonomous driving technology is expected to be a critical factor for success in the shared mobility industry, prompting Lyft to collaborate with companies like Baidu, May Mobility, and Waymo to reduce operational costs [1][2] Group 1 - Lyft is building a vertical integration model for autonomous vehicle fleet management, establishing a service center for the maintenance and charging of Waymo's autonomous vehicles [1] - The integration of Lyft's fleet management with Tensor's "Lyft Ready" program allows personal autonomous vehicles to connect to the platform, enabling vehicle owners to earn income from their cars immediately [2] - Lyft's strategic partnerships are aimed at lowering operational costs and enhancing profitability, although its position in the autonomous driving ecosystem may be challenged by first-party operators like Waymo and Tesla [2][3] Group 2 - Lyft is projected to have ample cash reserves for strategic investments, with estimated free cash flow exceeding $1 billion while maintaining double-digit revenue growth [2] - Year-to-date, Lyft's stock has risen by 52%, outperforming Uber's 34% increase and the S&P 500's 18% rise [4]
Waymo 秘密测试 Gemini 车载 AI,1200 行内部指令曝光:“绝非一款简单的聊天机器人”
AI前线· 2025-12-27 05:32
近日,据研究员 Jane Manchun Wong 披露,自动驾驶公司 Waymo 似乎正测试在其无人驾驶出租车中接入谷歌 Gemini 人工 智能聊天机器人,旨在集成一款能全程陪伴乘客并解答各类问题的人工智能助手。 Jane Manchun Wong 在一篇博客中写道:"我在深挖 Waymo 手机应用的代码时,发现了其尚未发布的 Gemini 集成功能对应 的完整系统指令。这份内部名为'Waymo 出行助手元指令'的文件长达 1200 余行,对该人工智能助手在 Waymo 车内的预期行 为模式作出了详尽定义。" 整理 | 华卫 该功能尚未在公开版本中上线,但 Jane Manchun Wong 表示,从系统指令来看,它 "绝非一款简单的聊天机器人"。据称,这 款助手不仅能答疑解惑,还可操控车内空调等部分座舱功能,必要时还能安抚乘客情绪。 | 4 | "version": "1.5", | | --- | --- | | 5 | "author": "AI Prompt Expert", | | б | "description": "The canonical meta-promot defining th ...
每6个人就有1个老板,广东做对了什么
21世纪经济报道· 2025-12-27 03:06
记者丨郭莎 编辑丨蒋韵 视频丨杨浩凯 "老板"正在成为广东的特产。截至9月3日, 广东省登记在册经营主体突破2000.19万户,较2024年末增长5%,经营主体总量稳居全国第一。 按照1.28亿常住人口计算,平均每6个人里,就有一个"老板"。深圳、广州更是包揽了全国城市"老板"数量的冠亚军。 这一数字,是2017年突破1000万户后的第二次跨越。进一步对总量进行拆解可以观察到,民企、个体工商户、外企等经营主体构成多元,新设 企业聚焦于新兴产业赛道,含金量同样很高,76家企业入围2025《财富》中国500强排行榜。 数字背后更为深刻的命题是,广东为何吸引到这么多的市场主体?答案或许在于,广东擅长扮演"时间的朋友",陪伴企业"相识于微末,相逢于 顶峰"。 庞大的民营经济是这片雨林的主体。截至8月末,全省民营经济组织占比高达96.45%,同比增长6.47%。其中,超过834万户私营企业构筑起产 业的中坚力量。除了大企业之外,超过千万户的"小老板"——个体工商户广泛分布在广东的各行各业,成为城市烟火气的重要支撑。 广东持续推进"个转企"工作,并完善个体工商户分型分类精准帮扶机制,培育"名特优新"个体工商户,从而增强经 ...
拟变更部分募集资金用途 千方科技布局干线物流自动驾驶
Bei Ke Cai Jing· 2025-12-27 02:59
编辑 岳彩周 千方科技表示,此次将干线物流自动驾驶确立为战略升级的关键新赛道,是公司整体战略升级的重要组 成部分。早在2023年,公司敏锐洞察到行业逻辑正从"大规模建设"向"精细化运营"深刻转变。顺应行业 深度数字化与全面绿色化发展趋势,公司自2024年起全面推动原有业务模式从项目集成向标准化技术产 品升级、从提供系统建设向运营服务升级,同时深化全球化市场布局,积极推动交通与AI、新能源的 深度融合。此次进军干线物流自动驾驶,是公司"技术产品+生态运营"驱动模式的融合载体,也是基于 公司在智慧交通与AIoT领域,特别是在物联感知、公路信息化、车路协同等深厚积淀进行的战略延 伸。 随着AI大模型跨越式发展与感知、算力等智能硬件产品迭代升级,L4级自动驾驶技术已在Robotaxi、末 端无人小车、无人矿卡等开启示范运营与商业化尝试。2024年底以来,《交通物流降本提质增效行动计 划》《关于"人工智能+交通运输"的实施意见》等政策密集发布,进一步推动自动驾驶产业全面提速。 在市场、技术、政策三重驱动下,2025年,国内自动驾驶物流领域正从"试点示范"迈向"规模化商用"的 关键阶段。在干线物流场景,以自动驾驶编队方式 ...
没有好的科研能力,先别想着毕业去业界搞自驾了......
自动驾驶之心· 2025-12-27 02:07
点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 柱哥周末和几位做自驾招聘的朋友聊天,说到现在市场上高端的自驾人才仍然非常抢手。 几家新势力还有头 部的Tier 1,硕士已经开到70的年包争抢人才(非天才少年、未来星等顶级岗位)。 很多同学,尤其是在工业 界参与过预研岗位的同学,还没毕业就已经被公司内定了。但其实要求不是很高,那就是"具备完整的科研能 力",能对应完成和思考相应工作。如果缺乏这个,不敢轻易推荐给企业。 完整的科研能力代表能发现问题、定义问题、提出解决问题的方法、能形成方法论输出观点。这并不是简单的 读论文,很多同学都错判了这点。 老师放养,不熟悉自驾方向,需要自己一点点调研,没人指导; 入门了能看懂论文,但不知道领域的痛点、难点,; 没有算力,没有数据、没有改进方向一直原地打转; 实验不知道如何设计,做不出效果,缺乏解决问题的能力; 不知道怎么写论文; ...... 提供的服务 中稿率很高哦! 端到端、VLA、世界模型、强化学习、3D目标检测、多传感器融合、3DGS、BEV感知、Occupancy Network、多任务学习、语义分割、轨迹预 ...
哼哧哼哧搞了小半年,小结一下这段时间世界模型的学习成果
自动驾驶之心· 2025-12-27 02:07
本文只做学术分享,如有侵权,联系删文 哼哧哼哧搞了小半年,小结一下这段时间的学习成果。 什么是世界模型? 值得注意的是,世界模型不是一个具体的模型或者范式。实际上有好几个不同方向的都管自己叫世界模型。差不多是各说各的,因此大家在阅读文章时需要仔细辨 析。 World model 的流行要归功于Jurgen2018年的world .其对world model的定义是" a mental model of the world", 即世界在大脑中的映射。更具体一点是 作者 | cloud erow 编辑 | 自动驾驶之心 原文链接: https://zhuanlan.zhihu.com/p/1943329007706805619 点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 The image of the world around us, which we carry in our head, is just a model. Nobody in his head imagines all the worl ...
鸿蒙智行开启的L3路测,通向一个怎样的未来?
36氪· 2025-12-26 13:08
Core Viewpoint - The article discusses the recent approval of L3 conditional autonomous driving vehicles by the Ministry of Industry and Information Technology in China, highlighting the significance of real-world testing by companies like Hongmeng Zhixing to validate their systems and advance the industry [1][3][28]. Group 1: L3 Development and Testing - Hongmeng Zhixing has initiated real-world testing of L3 autonomous driving systems in cities like Chongqing and Hefei, utilizing its mass-produced models, the Zun Jie S800 and Wen Jie M9, to validate performance under actual traffic conditions [1][3]. - The testing videos demonstrate the vehicle's ability to autonomously navigate, change lanes, and overtake in traffic, showcasing the system's capability to execute dynamic driving tasks without the driver needing to hold the steering wheel [13][15]. - The company emphasizes the importance of extensive real-world testing to bridge the gap between functional demonstrations and user trust in L3 systems, addressing challenges such as human-machine interaction and responsibility delineation [8][10][24]. Group 2: Technical and Safety Considerations - The distinction between L2 and L3 lies in the shift of responsibility from the driver to the system, necessitating a robust safety engineering framework focused on system reliability and extensive validation standards [7][24]. - Hongmeng Zhixing's L3 system is built on the WEWA architecture, which allows for the creation of complex virtual driving scenarios, enabling the system to learn from extreme situations and improve decision-making capabilities [15][16]. - The company has developed a multi-source sensor array to enhance perception capabilities, ensuring reliable performance in challenging conditions such as heavy rain and fog [19][21]. Group 3: Market Outlook and Industry Impact - The market for L3 autonomous vehicles in China is projected to grow significantly, from 150 billion yuan in 2025 to 800 billion yuan by 2030, with a compound annual growth rate of 38.7% [25][30]. - Hongmeng Zhixing's proactive approach in L3 testing positions it as a leader in the industry, setting a high standard for engineering validation and potentially reshaping user trust in autonomous driving technology [26][30]. - The company aims to establish a competitive edge through data-driven improvements and a comprehensive safety framework, addressing the industry's need for reliable autonomous vehicles [16][30].
深拓AI+交通应用场景 千方科技进军干线物流自动驾驶
Zheng Quan Ri Bao· 2025-12-26 13:08
Core Viewpoint - The company is shifting its focus towards the development of autonomous logistics technology, reallocating approximately 9.56 billion yuan from its previous project to enhance its capabilities in this area, aiming to provide scalable unmanned logistics solutions [2] Group 1: Strategic Shift - The company has identified autonomous logistics as a key new strategic area, marking an important component of its overall strategic upgrade [2] - The transition reflects a broader industry shift from "large-scale construction" to "refined operations," aligning with trends of deep digitalization and comprehensive greening [2] - Starting in 2024, the company plans to upgrade its business model from project integration to standardized technology products and from system construction to operational services, while also deepening its global market presence [2] Group 2: Project Implementation - The project will be implemented by the company's subsidiary, Beijing Qianshu Technology Co., Ltd., focusing on autonomous transportation services and SaaS software subscription models [3] - The company has established a closed-loop advantage in the "technology + scenario + resources" model, which helps to address industry challenges such as having technology without application scenarios [3] Group 3: Technological Development - The subsidiary will concentrate on overcoming key technical bottlenecks for L4-level autonomous heavy trucks in complex highway environments, developing essential technologies such as multi-sensor perception models and cloud-based world models [4] - The company aims to provide solutions for unmanned heavy truck logistics, unmanned logistics management, and intelligent scheduling platforms, collaborating with various partners to build an open and collaborative unmanned logistics industry platform [4]
特斯拉无人驾驶出租车:华尔街热捧有加,落地进程却步履滞后
Xin Lang Cai Jing· 2025-12-26 09:59
本月,奥斯汀街头虽拍到至少一辆无车内人员值守的特斯拉无人驾驶车行驶,但所有承接付费订单的特 斯拉车辆,车内都配有工作人员全程监控车况。而韦莫在奥斯汀投入载客运营的所有车辆,均已实现无 人类安全员值守的完全无人驾驶。 本文作者:杰克・尤因 特斯拉股价本月创下历史新高,部分原因在于众多投资者坚信,这家车企必将称霸规模达数万亿美元的 无人驾驶出租车新兴市场。 但走进特斯拉开展无人驾驶车辆小规模运营的得克萨斯州奥斯汀市便能直观发现:特斯拉正入局一场白 热化的赛道竞争,想要迎头赶上,还有很长的路要走。 据一家统计特斯拉无人驾驶车辆目击记录的网站数据显示,自今年 6 月在奥斯汀推出无人驾驶出租车服 务以来,特斯拉在这里投放的车辆仅约 30 辆。反观谷歌母公司字母表旗下的无人驾驶公司韦莫,其早 在今年 3 月就已在奥斯汀落地运营,目前该市的运营车辆约有 200 辆。韦莫的付费打车服务已覆盖另外 四座城市,旗下投入运营的无人驾驶车辆总数更是超 2500 辆。 "我在奥斯汀从没见过特斯拉的无人驾驶出租车,倒是韦莫的车随处可见。" 奥斯汀得克萨斯大学工程 学教授卡拉・科克尔曼说,她长期从事交通领域研究。 特斯拉与韦莫之间的差距其 ...
睿创微纳:在高阶自动驾驶层面,公司的红外产品已在全球首款前装量产L4级Robotaxi车型上搭载
Mei Ri Jing Ji Xin Wen· 2025-12-26 09:27
Core Viewpoint - The company has successfully integrated its infrared thermal imaging systems into the automotive sector, particularly in high-level autonomous driving applications, and is actively pursuing further collaborations for research and development [2] Group 1: Product Applications - The company's infrared products are currently utilized in both passenger and commercial vehicles [2] - The infrared systems have been deployed in the world's first mass-produced L4-level Robotaxi model, developed in collaboration with Didi and GAC Aion [2] Group 2: Research and Development - The company is engaged in ongoing collaborations with major manufacturers, Tier 1 suppliers, and autonomous driving firms to enhance the development and promotion of its products [2] - There is a suggestion from investors for the company to strengthen research and promotion of infrared systems in public transportation and accelerate development for L3 and L4 autonomous driving systems [2]