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Uber's Deal Blitz To Stop a Robotaxi Monopoly

著者: BeauHD
2026年3月24日 01:00

🤖 AI Summary

Uberは、WaymoやTeslaのような単一のロボタクシー企業による独占を避けるために、複数のロボタクシー会社とのパートナーシップを積極的に結び始めています。最近では、Rivianとの125億ドルもの合弁事業、Zoox、Wayve-Nissan、そして最近の合弁事業を発表しました。Uberは約5年間で10以上の中でも自動運転車会社と提携し、その多くが完全な自動運転タクシーの実用化には至っていない状況です。

この動きは単一の支配的な自走運転ドライバー企業を見つけるためではなく、異なるサプライヤーがロボタクシービジネスに参入できるようにすることで、Uber自体がその中で主要な仲介者になることを確保することにあると分析家は語っています。マーク・メイネイ(Evercore ISIのUberアナリスト)は、「ネットワークの中心にいるUberにとって、より多様化した供給元ほど良いです」と述べています。

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Uber is aggressively partnering with multiple robotaxi companies to avoid a future dominated by Waymo or Tesla. The ride-hailing giant has struck deals with at least a dozen autonomous vehicle players in recent years. Just last week, it announced a $1.25 billion partnership with Rivian, with plans to deploy up to 50,000 driverless vehicles over the next decade. Business Insider reports: Uber announced three new robotaxi partnerships in the past few weeks with Zoox, Wayve-Nissan, and Rivian. In less than half a decade, the company has secured at least a dozen deals, including with WeRide, AVride, May Mobility, Momenta, Pony.AI, Wayve, Baidu's Apollo Go, Motional, and Lucid-Nuro. Still, less than a half-dozen of Uber's partners have deployed fully driverless, paid robotaxi operations, and only one, Waymo, operates in the US. Uber has a joint deployment with Waymo in Atlanta, Austin, and Phoenix, but in other cities, Waymo is a competitor. Uber's partnership spree is less about seeking the singular, dominant player of autonomous driving. Instead, analysts told Business Insider that Uber is ensuring multiple vendors can participate in the expensive business of robotaxis -- fending off the real risk of a Waymo or Tesla scaling on its own -- and giving itself a stake in the robotaxi economy by being the aggregator of choice. "The more diversified the supplier base, the better for the network in the middle, which is Uber," Mark Mahaney, an Uber analyst for Evercore ISI, told Business Insider.

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Trapped! Inside a Self-Driving Car During an Anti-Robot Attack

著者: EditorDavid
2026年3月23日 07:55

🤖 AI Summary

タイトル:自走車攻撃中のWaymo乗車体験記

概要:
ドグ・フループという37歳の技術者を乗せた Waymo 自動運転タクシーに、San Francisco の路上で歩行者が挑戦的な態度を見せた。歩行者は「ロボットにお金を出す人々を殺すつもりだ」と叫んだ。

自走車は近隣有人を感知すると停止するため、歩行者はこの機能を使って乗客を脅かした。乗車体験者であるフループは、「窓を一箇所だけ激しく叩いていれば破損させただろう」と述べた。攻撃者の行動から彼は薬物や精神的な影響を受けているわけではなさそうだと判断した。

自走車が動けないと脱出も困難であり、乗客たちは 911 と Waymo のサポートラインに連絡を取った。Waymo は近隣有人状態での移動制御には介入しないことを強調し、ドアを閉じて安全に保つよう助言した。

約6分間の攻撃後、見物人達が攻撃者の行動を見守るようになり、彼は車から離れ、自走車は安全な速度で動ける状況となった。フループはその後、夜間の Waymo 乗車を避けることを表明し、安全上の配慮がないことに不満を持った。

過去の他の攻撃事例も記載されており、2024年には 自動運転タクシーが Vandals に塗料で乱されたり、ロサンゼルスで Waymo の周囲に自転車乗りが囲まれたといった経験がある。

結論:
乗客は攻撃を受けた際の安全対策に対して不十分だと感じており、Waymo に対しより高度な介入を求める声があがっている。
A man crossing the street one San Francisco night spotted a self-driving car — and decided to confront its passenger, 37-year-old tech worker Doug Fulop. The New York Times reports the man yelled that "he wanted to kill Fulop and the other two passengers for giving money to a robot." A taxi driver would have simply driven away. But Fulop's vehicle had no driver — it was a self-driving Waymo... Self-driving cars are designed to stop moving if a person is nearby. People can take advantage of that function to harass and threaten their passengers.... It was unsettling to be trapped inside a Waymo during an attack, Fulop said. "If he had kept hammering on one window instead of alternating, I'm sure he would have eventually broken through," he said. The attacker did not appear to be on drugs or otherwise impaired, but seemed to be overtaken by extreme anger at the self-driving car, Fulop said. It did not seem safe to get out and run, he added, since the man was trying to open the locked doors and said he wanted to kill the passengers. They called 911 and Waymo's support line, Fulop said. Waymo told them that it would not manually direct the car away if someone was standing nearby, and that the passengers would be OK with the doors locked. The car's software does not allow riders to jump into the driver's seat and take over during an incident. The attack lasted around six minutes. By then, bystanders had begun cheering on the man, Fulop said. That distracted the man, who moved far enough away from the car that it could finally drive away... Fulop said he had stopped using Waymo for a time after the January attack and would avoid the service at night unless the company changed its policy of not intervening when a hostile person threatened riders. "As passengers, we deserve more safety than that if someone is trying to attack us," he said. "This can't be the policy to be trapped there." The article remembers other incidents — including a 2024 video showing three women screaming as their autonomous taxi is spray-painted by vandals. And technology author/speaker Anders Sorman-Nilsson says in Los Angeles five men on e-bikes surrounded his Waymo and forced it to stop. The author felt safe inside the vehicle, according to the times, which adds "He felt reassured knowing that Waymo's many exterior cameras were recording the men. After around five minutes, he said, they gave up and rode away."

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Tesla's Upcoming Electric Big Rig Is Already a Hit with Truckers

著者: EditorDavid
2026年3月22日 13:34

🤖 AI Summary

テスラの電気自動車の大トラックが最終的にネバダ州ギガファクトリから量産に向けて動き出します(2026年夏から)。このニュースはGadget Reviewによって伝えられ、既に一部の試乗運転手たちはこの車両を好評しているとWall Street Journalが報告しています。

- 中心的なキャブは狭い場所での操作時の死角をなくし、自動トランスミッションにより長距離運転での身体的ストレスが減る。
- フィーリングトラックではハイウェイ速度を維持し、通常ディーゼルトラックは30mph程度しか進まないグレードでも高速走行可能。500マイルの航続距離により一日数回の運転が可能で、電力コストも大幅に削減される。
- 価格は約30万ドルとディーゼル車よりも高めだが、維持管理費が大きく下がる。また、充電時間も短縮されている。

生産台数は2026年までに5,000〜15,000台へ拡大し、その後は年間5万台を目指す。ただし、公共の充電ステーションの不足や、睡眠カabがなく長距離運転に制限があることなど課題も残っている。
"After nearly a decade of delays and industry skepticism, Tesla's electric big rig is finally rolling out of Nevada's Gigafactory for mass production starting summer 2026," writes Gadget Review. And some truckers who tested the vehicles already love them (as reported by the Wall Street Journal): Dakota Shearer and Angel Rodriguez, among other pilot drivers, rave about the centered cab that eliminates blind spots during tight maneuvers. The automatic transmission means no more wrestling with 13-gear diesels, reducing physical stress on long hauls. Most surprisingly, the Semi maintains highway speeds on grades where diesel trucks typically crawl at 30 mph. The 500-mile range enables multiple daily round-trips — think Long Beach to Vegas or Inland Empire runs — without range anxiety... Sure, the Semi costs under $300,000 — roughly double a diesel equivalent — but the math gets interesting quickly. Energy costs drop to $0.17 per mile compared to $0.50-0.70 for diesel fuel. Maintenance requirements shrink dramatically; one fleet reports needing just one mechanic for their electric trucks versus five for 40 diesels... Tesla offers Standard Range (325 miles) and Long Range (500 miles) versions, both handling 82,000-pound gross combined weight at 1.7 kWh per mile efficiency. The tri-motor setup delivers 800 kW — over 1,000 horsepower equivalent — enabling loaded 0-60 mph acceleration in 20 seconds versus 45-60 for diesel. Fast charging hits 60% capacity in 30 minutes [which Tesla says is 4x faster than other battery-electric trucks] using the new MCS 3.2 standard, while 25 kW ePTO power runs refrigerated trailers without diesel auxiliaries. Charging networks remain the biggest hurdle for widespread adoption. Public charging stations lack the Semi's massive power requirements, limiting long-haul routes. Tesla plans dedicated fast-charging corridors starting this summer, but coverage remains spotty. The lack of sleeper cabs also restricts the Semi to regional freight rather than cross-country hauling. Production scales to 5,000-15,000 units by 2026, then 50,000 annually — assuming charging infrastructure keeps pace with demand. Thanks to long-time Slashdot reader schwit1 for sharing the article.

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