Top Fund Manager Says Doubting Uber's Driverless Future Is 'Like Betting Against Amazon'
Top Fund Manager Says Doubting Uber's Driverless Future Is 'Like Betting Against Amazon'
"It couldn't be any clearer."The Future Fund Managing Partner Gary Black sees Uber Technologies (NYSE:UBER) continuing to be the largest ride-hailing player globally in the future if it offers autonomous rides as well.
未來基金管理合夥人加里·布萊克認爲，如果優步科技（紐約證券交易所代碼：UBER）也提供自動乘車服務，它將繼續成爲未來全球最大的叫車公司。
What Happened: Black said in a post on social media platform X that he expects Uber will offer autonomous rides as an option on its app in addition to other available options such as Black, X, and Comfort.
發生了什麼：布萊克在社交媒體平台X上的一篇文章中表示，除了Black、X和Comfort等其他可用選項外，他預計優步還將在其應用程序中提供自動乘車選項。
"With more drivers and cars than any other network, why wouldn't UBER remain the largest ride-hailing player in the world as long as it offers driverless? It would be like betting against Amazon just because individual manufacturers can now sell direct," Black said.
「由於優步的司機和汽車比任何其他網絡都多，只要提供無人駕駛服務，爲什麼優步就不會繼續成爲世界上最大的叫車公司？這就像押注亞馬遜，僅僅因爲個體製造商現在可以直接銷售，」 布萊克說。
"It couldn't be any clearer."
「再清楚不過了。」
"Those predicting the imminent demise of Uber would be like predicting Amazon couldn't survive once all manufacturers offered their goods directly to consumers, bypassing Amazon. That of course didn't happen," he added.
「那些預測優步即將消亡的人就像預測一旦所有制造商繞過亞馬遜直接向消費者提供商品，亞馬遜就無法生存。那當然沒有發生，」 他補充說。
When every car company offers full autonomy, $UBER will offer a driverless option on its app at a reduced price in addition to Uber Black, Uber X, and Uber Comfort. With more drivers and cars than any other network, why wouldn't UBER remain the largest ride hailing player in the...
— Gary Black (@garyblack00) January 31, 2025
當每家汽車公司都提供完全自動駕駛時，除了Uber Black、Uber X和Uber Comfort之外，$UBER還將在其應用程序中以更低的價格提供無人駕駛選項。由於司機和汽車數量超過任何其他網絡，爲什麼UBER不能繼續成爲世界上最大的叫車公司...
— 加里·布萊克 (@garyblack00) 2025 年 1 月 31 日
Why It Matters: Uber already has partnerships in place with Alphabet Inc's Waymo. Waymo is eyeing offering members of the public in Atlanta autonomous rides exclusively through Uber starting later this year. This collaboration will see Uber managing and dispatching a fleet of Waymo's fully autonomous, all-electric Jaguar I-PACE vehicles.
爲何重要：優步已經與Alphabet Inc的Waymo建立了合作伙伴關係。Waymo正在考慮從今年晚些時候開始專門通過優步爲亞特蘭大的公衆提供自動乘車服務。這項合作將使優步管理和派遣一支由Waymo的全自動駕駛全電動捷豹I-PACE汽車組成的車隊。
Tesla CEO Elon Musk said on Wednesday that the company will start testing autonomous ride-hailing service in Texas in June with vehicles deployed with its full self-driving (FSD) driver assistance technology.
特斯拉首席執行官埃隆·馬斯克週三表示，該公司將於6月開始在德克薩斯州測試自動叫車服務，車輛將採用其全自動駕駛（FSD）駕駛輔助技術。
Musk has previously said that Tesla's robotaxi fleet will function like a combination of Airbnb and Uber. While a certain portion of the fleet will be owned by Tesla, individual customers can also add or subtract their vehicles to the robotaxi fleet at will. As for riders, they can summon a car using the Tesla App, Musk said, putting Tesla as a competitor to Uber.
馬斯克此前曾表示，特斯拉的機器人出租車車隊將像愛彼迎和優步的組合一樣運作。雖然車隊的某一部分將歸特斯拉所有，但個人客戶也可以隨意在robotaxi車隊中增加或減去他們的車輛。馬斯克說，至於乘客，他們可以使用特斯拉應用程序召喚汽車，這使特斯拉成爲優步的競爭對手。
Uber CEO Dara Khosrowshahi has previously said that the company would be interested in working with Tesla's autonomous vehicles as well if the latter is interested.
優步首席執行官達拉·科斯羅沙希此前曾表示，如果特斯拉有興趣，該公司也將有興趣與特斯拉的自動駕駛汽車合作。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
點擊此鏈接，查看Benzinga對未來交通的更多報道。
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Photo courtesy: Shutterstock
照片來源：Shutterstock
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