Core Insights - Tesla's CEO Elon Musk expressed optimism about the rapid adoption of its autonomous driving technology, predicting it could become the fastest adopted technology in human history [1] - Musk's comments were in response to a comparison made by industry observer Sawyer Merritt, highlighting Tesla's Robotaxi network's geographical coverage compared to Waymo's autonomous driving service [1] - Tesla's existing hardware allows for software updates to unlock autonomous driving capabilities for millions of vehicles without significant hardware modifications, facilitating rapid deployment [1] Summary by Sections - **Robotaxi Deployment**: Tesla is transitioning its Robotaxi plans into reality, having deployed an "Unsupervised FSD" system in Austin and the San Francisco Bay Area, although safety drivers are still required for monitoring [2] - **Service Area Expansion**: Tesla expanded its Robotaxi service area in Austin to 243 square miles (approximately 629.4 square kilometers), nearly tripling the coverage from two months ago, while Waymo's service area remains at about 90 square miles [4] - **Competitive Landscape**: The competition in the autonomous driving sector is shifting from achieving technological breakthroughs to scaling deployment quickly, with Tesla demonstrating a clear intent to dominate the market [4]

虽然 Waymo 现在可能 深陷亏损 ，但到 2040 年，其估值有可能达到 5000 亿美元（或更 高）。 当然，如果情况不太好，估值跌很多也有可能。毕竟 在新兴市场中运营，竞争日益激 烈，甚至存在像特斯拉这样的潜在主导者，这造成了巨大的长期市场不确定性，这是必然趋势。 鉴于此，如果您正在考虑投资谷歌，不要指望 Waymo 会很快改变该公司的股票总回报率，但在 未来，Waymo 可能会带来巨大的回报 。 作 者丨Bay Area Ideas 编译 | 华尔街大事件 谷歌( NASDAQ: GOOG ) ( NASDAQ: GOOGL ) 那种暴涨的日子好像已经过 去了， 但除了人工 智能，Waymo 或许是长期来看最有上涨潜力的。 根据计算，在中期（2030 年）牛市情况下，Waymo 的估值有望达到 2000 亿美元。这将是该公 司 2030 年近 4 万亿美元市值的 5%。谷歌目前的市值约为 2.15 万亿美元。到 2040 年，分析师 认为 Waymo 最终可能会占到 谷歌 总估值的 10% 左右（或更多）。 Waymo 采用的是激光雷达、雷达、摄像头和高清地图相结合的技术路线，可靠性确实不错，但 特 ...