🤖 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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