· 供应链分析
涉及标的： $AMZN$GOOGL$NBIS$TSLA$UBER
欢迎反驳关于 $TSLA 是 FSD SAE 2级自动驾驶的观点。特斯拉被归类为2级，是因为其 Robotaxi（自动驾驶出租车）始终有人远程监控。埃隆正在追求一个更宏大的计划，即采用摄像头+非地理围栏解决方案，所以我做的并非简单的同类比较。以下是三点看法：1. 如果他能制造出可重复使用的大型太空火箭，我毫不怀疑他最终能在地球上实现他的计划。2. Waymo 明显领先于其他所有竞争者。3. 我的观点是，来自 $GOOGL、$TSLA、$AMZN 等万亿美元市值公司的个位数 Robotaxi 玩家正在与 $UBER 竞争。Uber 视此为威胁，因此正与 $NBIS 的 Avride（美国）、WeRide（中东、中国）合作，以在明年扩大规模。
Feel free to dispute the point that $TSLA is FSD SAE level 2 automation. Tesla is classified as level 2, because in their robotaxis, you have people remotely behind the wheel at all times. Elon is pursuing a more ambitious plan with cameras + non-geofenced solution so it's not an apples to apples comparison I'm making. That being three things: 1. I have no doubt Elon can achieve what he's planning in due time back in planet earth if he's able to create large reusable rockets that go into space. 2. Waymo is clearly ahead of all other players. 3. Point I'm making is there's single digit robotaxi players that all come from trillion dollar company exposure in $GOOGL, $TSLA, $AMZN that compete vs $UBER. Uber sees this as a threat so they're working with $NBIS Avride (United States), WeRide (Middle East, China) to scale it up over the next year.