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 最近自动驾驶的两大前沿方向：VLA和世界模型，已经有明显的融合趋势 。这一想法是十月份看到中科院的DriveVLA-W0，因此笔者借这个机会分别调研了 VLA 和 World Model 相关的工作，并且思考一下 这二者结合的可能性。 经过几周的调研、分析，有了些成果和自己的心得，所以也想理一理，分享给自动驾驶之心的小伙伴 们，主要分为以下几个部分： 那么，这两个看似不同的技术路线，究竟哪条路线更胜一筹？它们是对手，还是最终会携手并进的伙伴？本文将给大家深度解析。首先，咱们聊一聊二者分别是什 么。因为自动驾驶之心平台有发过这两个路线的详解，这里笔者就 high level 的概括一下，感兴趣地小伙伴可以翻翻之前的文章，讲地更为详细。 关于VLA和世界模 型的更多探讨，后面也会在「自动驾驶之心知识星球」内部和大家展开...... 什么是 VLA？ VLA ，全称 Vision-Language-Action， 即"视觉-语言-行动"模型 。 是一个多模态大脑， ...

AI Development - Google announces Gemini 3 Flash, a new AI model prioritizing speed and margins over model prestige [1] - Gemini 3 Flash is designed for real-world applications within Google's products like Search, Ads, and Gmail, where speed and cost are crucial [2] - Google's ability to run AI at both ends of the market is attributed to its superior models and ownership of the AI pipeline [3] Autonomous Driving - Waymo - Waymo is in talks to raise over $15 billion at a valuation as high as $110 billion, more than double its last valuation [4] - Alphabet is leading the funding round, allowing outside investors to participate, providing Google with financial flexibility and potential for a future spin-off [5] - Analysts do not fully factor in Waymo's value into Alphabet's overall valuation, unlike the high expectations embedded in Tesla's forward PE multiple [6] - Waymo is delivering 450,000 rides per week without safety drivers, indicating a significant lead in the robo-taxi market [7] - Waymo's autonomous driving miles logged are significantly ahead of Tesla's [8] - Despite Tesla's vertical integration advantages, Waymo is currently demonstrating incredible scale [9]

Core Insights - Pony AI is focused on developing autonomous driving technology for various commercial applications, indicating a strong market positioning in the growing field of autonomous vehicles [1] Company Overview - Pony AI is currently experiencing a hypergrowth phase, suggesting significant expansion plans and potential for increased market share in the autonomous driving sector [1] Investment Perspective - The company is part of a broader trend in technology and financial markets, particularly in AI infrastructure and digital transformation, which may present investment opportunities [1]

两说 Business Insights 继2024年在纳斯达克上市后，小马智行近日在港交所上市，成为首批实现"美股+港股"双重上市 的自动驾驶科技公司。如今已率先在北上广深四大一线城市提供全无人自动驾驶出租车服务。无人 驾驶安全吗？公众的接受度如何？创业公司在商业生态上如何谋势布局，站在"十五五"开局元年即 将到来之时，本期节目探讨如何在自动驾驶领域推动中国式创新，发展新质生产力？破茧成蝶的路 上，中国企业家如何面对不确定性？需要有怎样的精神内驱特质？ 秦朔 人文财经观察家 更多精彩内容，敬请关注12月17日周三晚22:30 东方卫视 《两说》节目， 第一财经 12月20日周六晚22:00 播出。 彭军 本期嘉宾 小马智行创始人、首席执行官 ...

Waymo, the autonomous driving unit of Alphabet (GOOGL) (GOOG), is reportedly in talks to raise more than $15 billion at a valuation approaching $100 billion in a financing round led by its parent company. The maker of robotaxis has discussed ...

Core Viewpoint - Alphabet's autonomous driving subsidiary Waymo is negotiating with potential investors to raise funds with a valuation of at least $100 billion [1] Group 1: Funding Details - The funding round is expected to be at least several billion dollars, potentially exceeding $10 billion [1] - The exact valuation is not yet determined, and the funding round is anticipated to be arranged in early next year [1]

Waymo, Alphabet’s autonomous driving unit, is in discussions to raise more than $15 billion at a valuation near $100 billion, in a round led by its parent company https://t.co/EefFwedDsf ...

WeRide (WRD) is a global autonomous driving company focused on Level 2 to Level 4 technologies across robotaxis, robobuses, robovans, and robosweepers. The company looks to make urban mobility safer, greener, and more efficient by deploying driverless solutions in mobility, logistics, and sanitation and is recognized as one of the first commercial-scale robotaxi players worldwide. Operating in more than 30 cities, its autonomous vehicles have been tested/operated across 11 countries, including China, Singa ...

Core Insights - WeRide and Uber have officially launched Robotaxi passenger rides in Dubai, available through the Uber app, marking a significant step in autonomous mobility [1][2] - The service is currently operational in popular tourist areas, with plans for a fully driverless commercial service by early 2026 [2][3] - This initiative aligns with Dubai's goal of achieving 25% autonomous journeys by 2030, responding to the growing demand for shared mobility [4][5] Company Developments - WeRide aims to deploy tens of thousands of Robotaxis globally by 2030, leveraging its autonomous driving technology tested in over 30 cities across 11 countries [5][6] - Uber's partnership with WeRide and the Roads and Transport Authority (RTA) reflects its commitment to advancing autonomous transportation in the UAE and the Middle East [5][7] - The launch of Robotaxis in Dubai is part of a broader strategy to scale operations in the region, with WeRide currently operating close to 150 autonomous vehicles, over 100 of which are Robotaxis [5][6] Market Context - Dubai's public transport and shared mobility trips reached 153 million in 2024, with shared mobility users increasing by 28% compared to 2023, indicating a robust market for autonomous services [4] - The collaboration between WeRide and Uber positions both companies to capitalize on the growing demand for innovative transportation solutions in a rapidly urbanizing environment [4][5]

Core Insights - The APAC market, particularly North Asia, is identified as a significant growth area for the company, with a focus on rideshare and autonomous vehicle services [1][2]. Market Growth - Over 30% of global first trips in the rideshare category originate from the APAC region, indicating rapid growth in this area [2]. - The company aims to expand its presence in the Asia-Pacific region, with expectations to operate in over ten markets by next year [5][11]. Regulatory Framework - Establishing a regulatory framework is crucial for the rollout of autonomous rideshare services in Asia, with ongoing discussions with local regulators [3][12]. - Japan is highlighted as a potential market for autonomous services, despite its current regulatory challenges [6][7]. Technology and Partnerships - The company is collaborating with various partners, including Baidu, to enhance its autonomous technology offerings [9][10]. - The autonomous mobility market is projected to exceed $1 trillion, with the company planning to leverage its partnerships to access this market [20]. Financial Position - The company is generating close to $10 billion in free cash flow, which is expected to increase significantly, providing ample capital for investments in autonomous technology [26][27]. - There is an interest in recycling investments in strategic partners like Grab and Didi, although the company does not currently need to raise additional capital [28][29]. Geographic Strategy - The company is experiencing faster growth in suburban and rural markets compared to urban centers, with demand for mobility services in less populated areas [30][31]. - In Japan, there is a commitment to address rural transportation needs, reflecting the company's strategy to support local communities [32]. Competitive Landscape - In India, the company is facing competition from local players like Rapido, which operates on a different business model, but remains optimistic about growth prospects in the region [34][35].