· 个股论点

Uber整合NBIS自动驾驶出租车,有望加速规模化并降低成本。

涉及标的:

中文翻译

这对 $NBIS Avride 来说太棒了,看看 $UBER 是怎么做的。据我了解,其运作方式是:当用户通过 UberX 等常规服务叫车时,系统会匹配 $NBIS Avride 的 Robotaxi(自动驾驶出租车)供 $UBER 用户选择。这对规模化至关重要,因为用户无需像选择 UberX Black 那样额外付费去专门寻找自动驾驶服务。初期车内仍有人类驾驶员监控,但随后会像 Waymo 一样逐步取消。如果进展顺利,$UBER 可以扩大其 Robotaxi 网络并节省人类司机成本(这也利好 $NBIS)。

英文原文

So this is amazing for $NBIS Avride how $UBER is doing it. How it works from what I understand is when someone requests a ride with ubebx and the usual, they get matched a $NBIS Avride robotaxi pickup from $UBER and have the option. (this is huge for scale since it's not going out of the way to select a separate robotaxi section for more cost like uberx black). There's a human behind the wheel at the start, just to monitor if things go well. But they'll be phased out like Waymo. IF this works out well, $UBER can ramp up their robotaxi network and save the costs of human drivers (and this benefits $NBIS too).

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