· 供应链分析
🎯 对我观点的评论一针见血。人们将自动驾驶出租车(Robotaxis)视为一个万亿美元以上的市场。 $GOOGL Waymo 正在快速扩张并拥有先发优势。$TSLA 押注低成本+摄像头以实现大规模完全自动驾驶(FSD)出租车，但尚未完全到位。 人们通过购买万亿美元市值的 $TSLA 或 $GOOGL 来获取这种自动驾驶出租车敞口。 然而，有一家市值仅 210 亿美元的小公司 Avride，它是少数几家 Level 4 开发者之一（自 Yandex 以来已开发 7 年以上）。 Uber 认为 Tesla + Waymo 构成巨大威胁，因此通过与 $NBIS Avride 合作进行扩张（因此有 3.75 亿美元投资+合作），我们可以看到这将在未来一年与其核心业务一起极其迅速地扩大规模。
🎯 Spot on commentary of my point. People see robotaxis as a trillion + dollar market. $GOOGL Waymo is expanding rapidly and has first mover advantage. $TSLA is banking on low cost + cameras to achieve FSD robotaxis at scale but aren't quite there yet. And people buy $TSLA or $GOOGL for that self-driving car robotaxi exposure through trillion dollar companies. Yet, sitting in some small $21B marketcap company is Avride, one of the only Level 4 developers out there (that's been in development for 7+ years since Yandex). Uber sees an immense threat from Tesla + Waymo so they're expanding with $NBIS Avride (hence the $375m investment + partnership) and we can see this scale up extremely rapidly over the next year alongside their core business.