China Robotaxi_ And then there were three...Takeaways from our test ride of Didi's Robotaxi with Jan2025 software upgrade
2025-02-28 05:14
QUICK TAKE 24 February 2025 China SMID Internet China Robotaxi: And then there were three...Takeaways from our test ride of Didi's Robotaxi with Jan2025 software upgrade Boris Van +852 2918 5753 boris.van@bernsteinsg.com Ting Ming Neo +852 2123 2554 tingming.neo@bernsteinsg.com China's Robotaxi scene is commonly viewed as a two horse race between Baidu and Pony.AI (not covered), with Didi (not covered) a distant third. Understanding Didi's likelihood of catching up is therefore critical to formulating one's ...