撰文 | 莫 莉 编辑 | 黄 大 路 设计 | 甄 尤 美 作为全球最接近"完全无人驾驶商业化"的企业之一，Waymo又扩张了。 当地时间11月3日，Alphabet旗下Waymo宣布启动迄今最具雄心的商业扩张：计划在2026年前将无人驾驶出租车服务覆盖至少12座美国城市，新增拉斯 维加斯、底特律与圣地亚哥三大枢纽。 这一布局，不仅标志着Waymo从区域试点迈向全国性路网运营的关键转折，更反映出自动驾驶行业从技术验证迈向规模化商用的变革。 在Cruise暂停服务、行业经历各种洗牌的背景下，Waymo凭借多城联动的数据积累和定制车型的引入，向在复杂天气与城市路况中树立可靠性与安全新 标杆。 然而，监管审查与公众信任仍是扩张路上不可回避的挑战。随着美国交通部加紧制定自动驾驶安全框架，Waymo的每一步都在拓展技术的边界。 新汽车生态合作，报名中国版CES！ 对于Waymo而言，2026年的时间表，既是扩张路线，也是安全、监管与现金流的压力测试。 Waymo启动最大规模扩张 据路透社报道，Waymo将在2026年前实现历史上最大规模的地理扩张计划：新增三座运营城市——拉斯维加斯、圣地亚哥与底特律。 也就是说，到了 ...

Core Viewpoint - Ford's CEO Jim Farley publicly supports Waymo's lidar-based autonomous driving technology, contrasting it with Tesla's camera-based approach, highlighting the importance of lidar for safety in autonomous systems [2][4][18]. Summary by Sections Autonomous Driving Technology Comparison - Waymo's sixth-generation autonomous driving system includes 13 cameras, 4 lidars, 6 millimeter-wave radars, and multiple external audio receivers, creating a comprehensive sensory system. In contrast, Tesla relies on 8 cameras for 360-degree coverage [3]. - The industry debate centers on two core technological paths: Tesla's camera and AI-based perception versus Waymo's multi-sensor approach, which includes lidar for enhanced environmental recognition [5]. Cost and Economic Considerations - Elon Musk argues that Tesla's pure vision approach is more cost-effective, estimating that Tesla vehicles cost only 20% to 25% of Waymo's due to lower production volumes and expensive high-end sensors used by Waymo [7]. - Waymo's autonomous vehicles, typically modified from Chrysler Pacifica, have advanced sensor suites with lidar costs reaching tens of thousands of dollars, while Tesla's upcoming Model Y with FSD is priced between $40,000 and $60,000 depending on configurations [7]. Competitive Landscape - Tesla has begun piloting its autonomous ride-hailing service, while Waymo is integrating its technology into consumer vehicles through partnerships with Toyota and Hyundai [9]. - Waymo operates over 1,500 autonomous vehicles in cities like San Francisco and plans to expand to 2,000 vehicles by next year [16]. Ford's Strategic Direction - Ford has abandoned plans for developing its own Level 4 fully autonomous driving system, opting instead to collaborate with existing autonomous driving companies [18]. - The company is focusing on its BlueCruise system, which allows drivers to temporarily disengage from driving under certain conditions, and may integrate lidar in future models to enhance safety [19]. Industry Trends - Farley's statements reflect a broader industry trend of balancing safety and cost, with different companies making varying trade-offs as technology and policies evolve [20].