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Tesla Investor Ross Gerber Calls It 'Game Over' As Google's Waymo Expands Robotaxi Presence In West LA

Tesla Investor Ross Gerber Calls It 'Game Over' As Google's Waymo Expands Robotaxi Presence In West LA

特斯拉投資者羅斯·格伯稱之爲'遊戲結束',因爲谷歌的Waymo正在擴大其Robotaxi在洛杉磯西部的存在
Benzinga ·  02:20

Ross Gerber, CEO of Gerber Kawasaki Wealth and a prominent investor in Tesla Inc. (NASDAQ:TSLA), recently shared his thoughts on X regarding the competitive landscape in autonomous driving, specifically highlighting Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google's Waymo.

特斯拉股票的顯着投資者之一,Gerber Kawasaki Wealth的首席執行官Ross Gerber最近分享了他對自動駕駛競爭格局的看法,特別是強調了納斯達克上的特斯拉股票和Alphabet Inc. (納斯達克股票代碼GOOGL)(納斯達克股票代碼GOOG)子公司谷歌旗下的Waymo。

What Happened: He stated, "Google has the money and resources to scale globally. Costs will come down and their system will have several revenue sources. Like ads."

他表示:"谷歌擁有資金和資源,可以全球擴張。成本將會降低,他們的系統將有多個營收來源,比如廣告。"

Google has the money and resources to scale globally. Costs will come down and their system will have several revenue sources. Like ads. Tesla has a level two vision system that has many issues. $tsla $goog

— Ross Gerber (@GerberKawasaki) October 20, 2024

谷歌擁有資金和資源,可以全球擴張。成本將會降低,他們的系統將有多個營收來源,比如廣告。特斯拉有一個存在許多問題的二級視覺系統。 $tsla $goog

— Ross Gerber (@GerberKawasaki) 2024年10月20日

Gerber's remarks come in light of Waymo's recent expansion into Los Angeles, where they have increased their robotaxi service area significantly.

Gerber的言論是針對Waymo最近進軍洛杉磯的,他們在那裏大幅增加了他們的無人出租車服務區域。

He noted, "A Waymo came up to us yesterday... they are everywhere in West LA. Wasn't sure why it was there. Then a girl came out. Professed her love for Waymo and took off. Robotaxi has been solved by Google. It works. Game over." This anecdote underscores the growing presence and acceptance of Waymo's autonomous vehicles in urban settings.

他指出:"昨天有一輛Waymo開到我們跟前...在西洛杉磯的每個地方都有它們。不確定它爲什麼在那裏。接着一個女孩走出來。表達了她對Waymo的愛並離開了。谷歌已經解決了無人出租車問題。它運行良好。遊戲結束。" 這個軼事突顯了Waymo無人駕駛車輛在城市環境中日益增多的存在和接受度。

A Waymo came up to us yesterday... they are everywhere in west LA. Wasn't sure why it was there. Then a girl came out. Professed her love for Waymo and took off. Robotaxi has been solved by Google. It works. Game over. $goog $tsla pic.twitter.com/hDgZ7YR3Ca

— Ross Gerber (@GerberKawasaki) October 20, 2024

昨天有一輛Waymo開到我們跟前...在西洛杉磯的每個地方都有它們。不確定它爲什麼在那裏。接着一個女孩走出來。表達了她對Waymo的愛並離開了。谷歌已經解決了無人出租車問題。它運行良好。遊戲結束。 $goog $tsla pic.twitter.com/hDgZ7YR3Ca

— Ross Gerber (@GerberKawasaki) 2024年10月20日

Why It Matters: This critique comes amid a broader conversation about the competitive landscape of autonomous driving. Recently, Waymo's co-founder expressed optimism about Tesla's self-driving vision, citing its extensive data collection as a key advantage. In contrast, Gerber's comments highlight potential vulnerabilities in Tesla's technology.

爲什麼重要:這一批評是在更廣泛討論自動駕駛競爭格局的背景下提出的。最近,Waymo的聯合創始人表示樂觀地看待特斯拉的自動駕駛願景,稱其廣泛的數據收集是其關鍵優勢。相比之下,格伯的評論突顯了特斯拉技術的潛在脆弱性。

Meanwhile, Uber's CEO Dara Khosrowshahi has discussed the competitive robotaxi market, noting Uber's strategic positioning through partnerships with companies like Waymo. This dynamic market is further complicated by Uber's shift from developing autonomous vehicles to leveraging its ridesharing network, creating a strong competitive edge.

與此同時,優步的首席執行官達拉·科斯羅沙希(Dara Khosrowshahi)已經討論了充滿競爭的機器出租車市場,指出優步通過與Waymo等公司合作的戰略定位。這個動態市場進一步複雜化,因爲Uber從開發自動駕駛車輛轉變爲利用其拼車網絡,形成了強大的競爭優勢。

Gerber's recent critique of Google's business model, adds another layer to the discussion, as he warns of threats from AI search competitors like ChatGPT and Perplexity AI. This highlights the rapidly evolving landscape of technology and its impact on established giants.

格伯最近對谷歌的業務模式提出批評,這進一步增加了討論的層次,因爲他警告稱,來自ChatGPt和Perplexity AI等人工智能搜索競爭對手的威脅。這突顯了科技領域快速發展對奠定的巨頭的影響。

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This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote

本報道使用Benzinga Neuro生成,並由Kaustubh Bagalkote

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