当自动驾驶行业从技术验证的"上半场"迈入规模商业化的"下半场"，如何破解重资产投入、跨市场适配、盈利周期长等行业痛点，成为所有玩家必须回答的 核心命题。 在此次合作中，小马智行提供成熟的自动驾驶解决方案，Verne是车队持有方与运营方，Uber则将Robotaxi服务接入其全球网约车网络，打造出"共建车队"的 商业化模式。小马智行给出了属于中国自动驾驶科技企业的答案。 从深耕北上广深全无人商业化运营，到广州和深圳的单车盈利验证，再到克罗地亚萨格勒布的欧洲首个商业化Robotaxi落地，小马智行选择与合作伙伴协 同，以共惠利、高协同、可复制的生态化路径，不仅在海外形成了更具效率与韧性的推进路径，更为自动驾驶产业的规模化发展提供了新方向。 共建车队重构产业链分工，实现规模化扩张 Robotaxi的初期发展，自动驾驶科技公司既要承担高额的技术研发投入，又要包揽车辆采购、车队管理、线下运营等全链条成本，资本开支高、扩张速度受 限、盈利周期长成为行业普遍难题。当行业从"能否跑起来"向"能否持续盈利并规模化复制"转变，商业模式的创新远比单一技术突破更重要。 基于此，小马智行探索出"共建车队"模式，通过对产业链的全新分工与 ...

Core Insights - Pony.ai has launched a 24/7 autonomous driving service in Shenzhen, aiming to expand its fleet to over 1,000 vehicles by the end of 2025, accelerating the commercialization of autonomous driving [2][3] - The company has established a comprehensive autonomous driving service network across major Chinese cities, covering over 2,000 square kilometers, with plans for further expansion [4] - Pony.ai's technology includes a "world model" for virtual simulations and a remote assistance system, enhancing safety and operational efficiency [5][6] Domestic Expansion - Pony.ai operates in four major cities (Beijing, Shanghai, Guangzhou, and Shenzhen) with a focus on gradual commercialization and regulatory collaboration [4] - The company has received support from Shenzhen's local government, which has established regulations for autonomous driving, facilitating industry growth [3] Technology Development - The "world model" allows for extensive virtual training, achieving a safety level ten times higher than that of human drivers [6] - The remote assistance system enables real-time support for vehicles in complex situations, allowing for efficient management of multiple vehicles by a single operator [6] Product and International Expansion - The seventh generation of autonomous vehicles has been developed in collaboration with major automotive manufacturers, with over 200 units produced and plans for deployment in major cities by 2025 [7] - Pony.ai is expanding internationally, conducting road tests in Dubai, Seoul, and Luxembourg, while sharing regulatory experiences with foreign authorities [7] Future Outlook - The company is pursuing deep collaborations with automotive manufacturers to reduce costs and achieve profitability [8] - Industry experts believe that safety must remain a priority in the pursuit of scaling autonomous driving services, especially in light of recent developments in the U.S. market [9]