Ark Invest's Cathie Wood Predicts Rapid Robotaxi Market Shift As Waymo Gains On Lyft In San Francisco
Ark Invest's Cathie Wood Predicts Rapid Robotaxi Market Shift As Waymo Gains On Lyft In San Francisco
ARK Investment Management projects Tesla's driverless ride-hailing service could unlock $11 trillion in revenue potential. The firm estimates Tesla's robotaxi rides could cost consumers $0.25 per mile, significantly below current ride-hail costs of about $2 per mile.Cathie Wood, CEO of ARK Invest, suggests Tesla Inc.'s (NASDAQ:TSLA) entry into the robotaxi market could trigger a swift transformation of the ride-hailing industry, pointing to Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google-backed Waymo's recent success in San Francisco as evidence.
Ark Invest首席執行官凱西·伍德建議特斯拉公司。”s（納斯達克股票代碼：TSLA）進入機器人出租車市場可能會引發叫車行業的迅速轉型，這表明Alphabet Inc.（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）子公司谷歌支持的Waymo最近在舊金山取得的成功就是證據。
What Happened: Wood's comments on X, formerly Twitter, came after data shared by Alex Immerman, Partner at Andreessen Horowitz showed Waymo had matched Lyft Inc.'s (NASDAQ:LYFT) market share in San Francisco, reaching 22% of rides within its operating boundary. Uber Technologies Inc. (NASDAQ:UBER) leads with 55% of the market.
發生了什麼：伍德對X（前身爲Twitter）的評論是在安德森·霍洛維茨合夥人亞歷克斯·伊默曼分享的數據顯示Waymo與Lyft Inc相提並論之後發表的。”s（納斯達克股票代碼：LYFT）在舊金山的市場份額，在其運營範圍內達到22％的遊樂設施。優步科技公司（納斯達克股票代碼：UBER）以55％的市場份額領先。
"When Tesla's solution enters the market next year, the transition is likely to shift from 'slowly, slowly' to 'all at once,'" Wood wrote on Sunday.
伍德週日寫道：「當特斯拉的解決方案明年進入市場時，過渡可能會從'緩慢、緩慢'轉變爲'一次性完成'。」
ARK Investment Management projects Tesla's driverless ride-hailing service could unlock $11 trillion in revenue potential. The firm estimates Tesla's robotaxi rides could cost consumers $0.25 per mile, significantly below current ride-hail costs of about $2 per mile.
方舟投資管理公司預計，特斯拉的無人駕駛叫車服務可以釋放11萬億美元的收入潛力。該公司估計，特斯拉的機器人出租車可能使消費者每英里花費0.25美元，大大低於目前每英里約2美元的叫車成本。
With a tiny fraction of cars compared to Uber and Lyft, Waymo is beginning to disrupt the raid-hail market in San Francisco. When $TSLA's solution enters the market next year, the transition is likely to shift from "slowly, slowly" to "all at once". Can't wait!
— Cathie Wood (@CathieDWood) December 15, 2024
與Uber和Lyft相比，Waymo的汽車只佔一小部分，開始顛覆舊金山的突襲市場。明年，當$TSLA的解決方案進入市場時，過渡可能會從 「緩慢、緩慢」 轉變爲 「一次完成」。等不及了！
— 凱西·伍德 (@CathieDWood) 2024 年 12 月 15 日
Why It Matters: Tesla CEO Elon Musk announced plans to launch ride-hailing services in Texas and California next year, pending regulatory approval. While initial operations may require human drivers in some states, Musk expects to operate driverless paid rides in 2025.
爲何重要：特斯拉首席執行官埃隆·馬斯克宣佈計劃明年在德克薩斯州和加利福尼亞州推出叫車服務，尚待監管部門批准。儘管某些州的初始運營可能需要人工司機，但馬斯克預計將在2025年運營無人駕駛付費乘車服務。
The company recently unveiled its purpose-built robotaxi, the Cybercab, scheduled for production before 2027. Until then, Tesla plans to use its Model 3 and Model Y vehicles for the ride-hailing fleet.
該公司最近推出了專門製造的機器人出租車Cybercab，計劃在2027年之前生產。在此之前，特斯拉計劃將其Model 3和Model Y車輛用於叫車車隊。
However, some analysts remain cautious. Gary Black, managing partner at The Future Fund LLC, excludes robotaxi revenue from his Tesla valuations until competitive dynamics become clearer.
但是，一些分析師仍然持謹慎態度。未來基金有限責任公司的管理合夥人加里·布萊克在競爭動態變得更加明確之前，將機器人出租車的收入排除在特斯拉的估值中。
Black expects multiple automakers to receive approval for unsupervised autonomy simultaneously, suggesting market dynamics will be demand-driven rather than supply-controlled.
布萊克預計，多家汽車製造商將同時獲得無監督自動駕駛的批准，這表明市場動態將由需求驅動，而不是供應控制。
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Photo courtesy of Tesla.
照片由特斯拉提供。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審查和發佈。