正在加载视频...

视频加载失败

返回首页

🚨 Uber is making a huge Robotaxi push Brian White FutureAzA says Uber is investing $500M into Lucid, partnering with Nuro, and planning for 35,000 autonomous vehicles. Uber also wants to turn millions of drivers into a giant data network for self-driving AI! Big question: can Uber’s partnership strategy...

herbertong's profile picture

Herbert Ong

100,457 subscribers

27,966 次观看 • 4 个月前 •via X (Twitter)

新闻政治科学技术财经
LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

Nuro Co-CEO Jiajun Zhu and Lucid Motors Interim CEO Marc Winterhoff share a moment with one of our new Robotaxi Engineering Fleet vehicles—a glimpse into how collaboration, innovation, and trust are driving the next era of sustainable autonomous mobility. The fleet is growing quickly! Stay tuned as our engineering vehicles get up to speed in the Bay Area ahead of our launch with Uber. #NuroDriver #AutonomyForAll #AllRoadsAllRides #SelfDriving #AutonomousVehicles #AI
0:44

Nuro Co-CEO Jiajun Zhu and Lucid Motors Interim CEO Marc Winterhoff share a moment with one of our new Robotaxi Engineering Fleet vehicles—a glimpse into how collaboration, innovation, and trust are driving the next era of sustainable autonomous mobility. The fleet is growing quickly! Stay tuned as our engineering vehicles get up to speed in the Bay Area ahead of our launch with Uber. #NuroDriver #AutonomyForAll #AllRoadsAllRides #SelfDriving #AutonomousVehicles #AI

Nuro

30,106 次观看 • 10 个月前

Nuro is out testing & making progress: New video just dropped of them testing their autonomous AI Driver in California They are currently partnered with Lucid Motors & Uber 60 minutes of driving condensed in a 60 sec clip Best of luck Nuro! I’m rooting for you
1:04

Nuro is out testing & making progress: New video just dropped of them testing their autonomous AI Driver in California They are currently partnered with Lucid Motors & Uber 60 minutes of driving condensed in a 60 sec clip Best of luck Nuro! I’m rooting for you

David Moss

14,486 次观看 • 6 天前

🚨 Uber vs Tesla: the risk most people miss Cern Basher says Uber’s edge is its driver network, but that matters less as autonomy scales! Tesla owns the cars, the AI (9B+ miles), and is building its own ride network with Cybercab. As self-driving grows, power shifts to those who control the full system. So who really wins in the long run? $TSLA $UBER
10:55

🚨 Uber vs Tesla: the risk most people miss Cern Basher says Uber’s edge is its driver network, but that matters less as autonomy scales! Tesla owns the cars, the AI (9B+ miles), and is building its own ride network with Cybercab. As self-driving grows, power shifts to those who control the full system. So who really wins in the long run? $TSLA $UBER

Herbert Ong

18,858 次观看 • 5 个月前

NEWS: Uber today announced the launch of Uber Autonomous Solutions, what the company calls a "comprehensive suite of unique services and capabilities that are helping partners to build and successfully commercialize autonomous vehicles in multiple markets around the world." "Beyond just getting access to Uber’s demand marketplace, Uber Autonomous Solutions goes further—providing the capabilities required for true end-to-end commercialization, reducing cost per mile while increasing speed to market. They also bring comprehensive product development and support capabilities, designed to make autonomous trips more reliable for users and more economical for operators. Uber Autonomous Solutions is designed to complement their strengths by providing operational depth wherever they need it–whether that’s demand generation, rider experience, customer support, or managing the day-to-day realities of running a real-world fleet. When partners plug into Uber’s network, they can scale more efficiently, operate more reliably, and move faster.”
4:52

NEWS: Uber today announced the launch of Uber Autonomous Solutions, what the company calls a "comprehensive suite of unique services and capabilities that are helping partners to build and successfully commercialize autonomous vehicles in multiple markets around the world." "Beyond just getting access to Uber’s demand marketplace, Uber Autonomous Solutions goes further—providing the capabilities required for true end-to-end commercialization, reducing cost per mile while increasing speed to market. They also bring comprehensive product development and support capabilities, designed to make autonomous trips more reliable for users and more economical for operators. Uber Autonomous Solutions is designed to complement their strengths by providing operational depth wherever they need it–whether that’s demand generation, rider experience, customer support, or managing the day-to-day realities of running a real-world fleet. When partners plug into Uber’s network, they can scale more efficiently, operate more reliably, and move faster.”

Sawyer Merritt

156,464 次观看 • 7 个月前

Fully autonomous closed course driving: Check! Watch Nuro co-founder Dave Ferguson take the first ride in one of our self-driving robotaxi engineering vehicles at our test track in Las Vegas. Closed course autonomous testing is a critical step in our validation process for a new vehicle platform. We’re also now testing autonomy on public roads in the California Bay Area in preparation for launch later this year. Follow along for more updates on the next-generation robotaxi built by Lucid Motors, driven by Nuro, and available exclusively on Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi
1:31

Fully autonomous closed course driving: Check! Watch Nuro co-founder Dave Ferguson take the first ride in one of our self-driving robotaxi engineering vehicles at our test track in Las Vegas. Closed course autonomous testing is a critical step in our validation process for a new vehicle platform. We’re also now testing autonomy on public roads in the California Bay Area in preparation for launch later this year. Follow along for more updates on the next-generation robotaxi built by Lucid Motors, driven by Nuro, and available exclusively on Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi

Nuro

22,567 次观看 • 8 个月前

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI
4:15

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI

Mario Nawfal

515,816 次观看 • 1 年前

🚕🤖 Uber has launched the UK’s first self-driving minicab service, with 15 autonomous vehicles initially licensed to operate in London. There is still a human safety driver behind the wheel. For now, journeys will cost the same as equivalent Uber rides, with the option appearing in the app when an autonomous vehicle is available nearby. More on this story ➡️ #London #Robotaxi #Uber #SelfDrivingCars #Technology
1:12

🚕🤖 Uber has launched the UK’s first self-driving minicab service, with 15 autonomous vehicles initially licensed to operate in London. There is still a human safety driver behind the wheel. For now, journeys will cost the same as equivalent Uber rides, with the option appearing in the app when an autonomous vehicle is available nearby. More on this story ➡️ #London #Robotaxi #Uber #SelfDrivingCars #Technology

BBC London

21,258 次观看 • 27 天前

Watch our AI driver navigate Mountain View, California’s sleepy residential roads and busy main streets, handling school zones, unprotected turns, and construction with confidence. Smooth and steady—this is the type of autonomous driving we do every day as we prepare for the Bay Area launch of our Global Robotaxi Program with Uber and Lucid Motors. #NuroDriver #AutonomyForAll #AllRoadsAllRides #SelfDriving #AutonomousVehicles #AI
0:59

Watch our AI driver navigate Mountain View, California’s sleepy residential roads and busy main streets, handling school zones, unprotected turns, and construction with confidence. Smooth and steady—this is the type of autonomous driving we do every day as we prepare for the Bay Area launch of our Global Robotaxi Program with Uber and Lucid Motors. #NuroDriver #AutonomyForAll #AllRoadsAllRides #SelfDriving #AutonomousVehicles #AI

Nuro

55,682 次观看 • 9 个月前

A big step forward for autonomous mobility in Japan 🇯🇵 Together with Wayve and Nissan, we’ve announced our Tokyo robotaxi pilot with a safety operator in 2026. The all new Nissan LEAF will be powered by Wayve’s AI Driver and available exclusively on Uber. The future is here.
0:56

A big step forward for autonomous mobility in Japan 🇯🇵 Together with Wayve and Nissan, we’ve announced our Tokyo robotaxi pilot with a safety operator in 2026. The all new Nissan LEAF will be powered by Wayve’s AI Driver and available exclusively on Uber. The future is here.

Uber

144,633 次观看 • 6 个月前

My conversation with dara khosrowshahi, CEO of Uber. Dara took over in 2017, when Uber was losing roughly $4.5B a year. Today the company generates $10B in free cash flow and is worth about $150B. We discuss: - How Daniel Ek convinced him to take the job - How Uber spent a full year of its AI budget in a single quarter - Uber's approach to autonomous vehicles - Drones, hotels, and building a superapp - Lessons from Allen & Co, Barry Diller, and Reed Hastings Enjoy! Timestamps 0:00 Intro 3:44 Bringing Order to Uber’s Chaos 7:22 Managing Stress and Going All In 14:28 Why Uber Is at the Center of AI and Physical 22:39 How to Win in Autonomous Vehicles 32:25 The Trillion-Dollar AV Opportunity 37:05 Drones, Robotaxis, and Global Adoption 38:20 Uber Eats, Uber One, and Aggregating Supply 47:00 The Future of the Uber App 55:55 Lessons from Barry Diller
1:11:17

My conversation with dara khosrowshahi, CEO of Uber. Dara took over in 2017, when Uber was losing roughly $4.5B a year. Today the company generates $10B in free cash flow and is worth about $150B. We discuss: - How Daniel Ek convinced him to take the job - How Uber spent a full year of its AI budget in a single quarter - Uber's approach to autonomous vehicles - Drones, hotels, and building a superapp - Lessons from Allen & Co, Barry Diller, and Reed Hastings Enjoy! Timestamps 0:00 Intro 3:44 Bringing Order to Uber’s Chaos 7:22 Managing Stress and Going All In 14:28 Why Uber Is at the Center of AI and Physical 22:39 How to Win in Autonomous Vehicles 32:25 The Trillion-Dollar AV Opportunity 37:05 Drones, Robotaxis, and Global Adoption 38:20 Uber Eats, Uber One, and Aggregating Supply 47:00 The Future of the Uber App 55:55 Lessons from Barry Diller

Patrick OShaughnessy

1,268,357 次观看 • 3 个月前

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.
39:29

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.

Dave Lee

593,390 次观看 • 1 年前

One side says Tesla will kill Uber. The other says Uber owns the customer relationship and can just aggregate competing robotaxi fleets. I think both miss what changes when you remove the human driver. Uber built an incredible business around a scarce resource: people willing to drive other people around. Recruiting those drivers, coordinating them, and connecting them with riders is difficult. Uber solved a real problem. But a robotaxi network changes that equation. Once you solve autonomous driving safely, you can grow supply by manufacturing vehicles. You don’t have to recruit another human for every additional car. That’s a completely different business. Imagine a company putting enough robotaxis into a city to offer much shorter waits at half the price of Uber. How hard is it to convince someone to download another app at that point? People talk about Uber’s brand, payment relationships, and existing users as if those automatically carry over into a robotaxi world. They matter. But I think people underestimate how quickly a dramatically better service can create demand for its own network. And this is where the “Uber will aggregate everyone else” argument gets difficult. If another company actually solves robotaxis and can deploy them at scale, why would it keep giving Uber a meaningful cut of every ride? Why wouldn’t it build its own network and pass those savings to customers? Uber might help it get started. That doesn’t mean Uber remains essential once it scales. There’s an even bigger problem for the second and third robotaxi networks: they have to compete with whoever gets to scale first. I mean real scale. Enough vehicles, coverage, and availability that the service feels significantly better to the customer. A few impressive demos don’t establish that. Once a network reaches that point, the next competitor has to match its availability AND its price. That could require a lot of subsidies while building out a fleet. This is why I think Tesla’s work on Cybercab manufacturing is such a big deal. A competitor needs great autonomous driving software. But it also needs a vehicle cost structure that lets it compete sustainably. Tesla is working on both sides of that equation. If Tesla gets the software right and scales a much cheaper vehicle, that combination becomes extremely difficult to compete against. Does that mean Uber goes bankrupt overnight? I don’t think so. There are plenty of services where people want or need a human involved. Delivery, assistance, specialized transportation. Habits also change more slowly than people in the tech world sometimes assume. Uber has room to adapt. But I think a true robotaxi network becomes a different class of transportation: cheaper, more available, and useful for far more trips. The big questions are when Tesla can reach the required safety and reliability, how quickly it can deploy, and who else can match the complete service at a competitive cost.
53:56

One side says Tesla will kill Uber. The other says Uber owns the customer relationship and can just aggregate competing robotaxi fleets. I think both miss what changes when you remove the human driver. Uber built an incredible business around a scarce resource: people willing to drive other people around. Recruiting those drivers, coordinating them, and connecting them with riders is difficult. Uber solved a real problem. But a robotaxi network changes that equation. Once you solve autonomous driving safely, you can grow supply by manufacturing vehicles. You don’t have to recruit another human for every additional car. That’s a completely different business. Imagine a company putting enough robotaxis into a city to offer much shorter waits at half the price of Uber. How hard is it to convince someone to download another app at that point? People talk about Uber’s brand, payment relationships, and existing users as if those automatically carry over into a robotaxi world. They matter. But I think people underestimate how quickly a dramatically better service can create demand for its own network. And this is where the “Uber will aggregate everyone else” argument gets difficult. If another company actually solves robotaxis and can deploy them at scale, why would it keep giving Uber a meaningful cut of every ride? Why wouldn’t it build its own network and pass those savings to customers? Uber might help it get started. That doesn’t mean Uber remains essential once it scales. There’s an even bigger problem for the second and third robotaxi networks: they have to compete with whoever gets to scale first. I mean real scale. Enough vehicles, coverage, and availability that the service feels significantly better to the customer. A few impressive demos don’t establish that. Once a network reaches that point, the next competitor has to match its availability AND its price. That could require a lot of subsidies while building out a fleet. This is why I think Tesla’s work on Cybercab manufacturing is such a big deal. A competitor needs great autonomous driving software. But it also needs a vehicle cost structure that lets it compete sustainably. Tesla is working on both sides of that equation. If Tesla gets the software right and scales a much cheaper vehicle, that combination becomes extremely difficult to compete against. Does that mean Uber goes bankrupt overnight? I don’t think so. There are plenty of services where people want or need a human involved. Delivery, assistance, specialized transportation. Habits also change more slowly than people in the tech world sometimes assume. Uber has room to adapt. But I think a true robotaxi network becomes a different class of transportation: cheaper, more available, and useful for far more trips. The big questions are when Tesla can reach the required safety and reliability, how quickly it can deploy, and who else can match the complete service at a competitive cost.

Dave Lee

89,642 次观看 • 21 天前

How is Nuro accelerating the path toward accessible, universal autonomy? Our vehicle-agnostic hardware system uses automotive-grade, off-the-shelf components and integrates seamlessly on production lines. Check out our latest blog post and video to learn about our streamlined compute and modular sensor architectures—and how we work with partners like Uber and Lucid Motors to build autonomous vehicles at scale: #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi
1:58

How is Nuro accelerating the path toward accessible, universal autonomy? Our vehicle-agnostic hardware system uses automotive-grade, off-the-shelf components and integrates seamlessly on production lines. Check out our latest blog post and video to learn about our streamlined compute and modular sensor architectures—and how we work with partners like Uber and Lucid Motors to build autonomous vehicles at scale: #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi

Nuro

13,169 次观看 • 8 个月前

He sold $Uber and bought $TSLA. He sees the writing on the wall 👀 Brad Gerstner: "2025 is going to be about Robotaxis. We were present at Tesla Robotaxi day. We were impressed; Uber has a hugely disruptive force coming in the case of Tesla. Tesla is running away with its full self-driving capabilities." 🔥🚀
3:44

He sold $Uber and bought $TSLA. He sees the writing on the wall 👀 Brad Gerstner: "2025 is going to be about Robotaxis. We were present at Tesla Robotaxi day. We were impressed; Uber has a hugely disruptive force coming in the case of Tesla. Tesla is running away with its full self-driving capabilities." 🔥🚀

Herbert Ong

100,929 次观看 • 1 年前

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.
1:06

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.

Oguz Erkan

208,412 次观看 • 9 个月前

NEW: Dara Khosrowshahi, CEO of Uber (NYSE: $UBER) dara khosrowshahi's vision for Uber: One app for everything Go anywhere, get anything Dara took Uber from $4.5B in 2017 losses to nearly $10B in free cash flow We cover: → Full circle Expedia partnership (hotels on Uber!!) → Shop For Me + new product launches → Lessons from Barry Diller → AV platform strategy (Waymo, Zoox, WeRide) → Why Uber was built for the AI era Plus: learn how to actually raise your Uber rating. This was so much fun, I couldn't keep my cool. Hope you enjoy! Thank you NYSE 🏛 for the video production, & Brooke for helping set this up! 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dara Khosrowshahi, CEO at Uber (00:48) The biggest bet of 2026 (02:04) The accidental feature (04:16) Your next Uber might come with a Coffee (05:54) Uber One’s global takeover (06:32) Growth hack to outpace rivals (08:04) Replacing overpriced room service (11:25) The Expedia reunion (14:10) The 10-minute airport hack (17:05) The $10 billion FCF comeback (19:00) Barry Diller’s golden advice (22:49) Uber’s internal AI shift (26:59) Will AI make Uber apps obsolete? (27:36) Self-driving cars (28:47) AI’s biggest misconception (29:39) Hack your Uber rating (31:36) Junior Devs coding for millions
32:47

NEW: Dara Khosrowshahi, CEO of Uber (NYSE: $UBER) dara khosrowshahi's vision for Uber: One app for everything Go anywhere, get anything Dara took Uber from $4.5B in 2017 losses to nearly $10B in free cash flow We cover: → Full circle Expedia partnership (hotels on Uber!!) → Shop For Me + new product launches → Lessons from Barry Diller → AV platform strategy (Waymo, Zoox, WeRide) → Why Uber was built for the AI era Plus: learn how to actually raise your Uber rating. This was so much fun, I couldn't keep my cool. Hope you enjoy! Thank you NYSE 🏛 for the video production, & Brooke for helping set this up! 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dara Khosrowshahi, CEO at Uber (00:48) The biggest bet of 2026 (02:04) The accidental feature (04:16) Your next Uber might come with a Coffee (05:54) Uber One’s global takeover (06:32) Growth hack to outpace rivals (08:04) Replacing overpriced room service (11:25) The Expedia reunion (14:10) The 10-minute airport hack (17:05) The $10 billion FCF comeback (19:00) Barry Diller’s golden advice (22:49) Uber’s internal AI shift (26:59) Will AI make Uber apps obsolete? (27:36) Self-driving cars (28:47) AI’s biggest misconception (29:39) Hack your Uber rating (31:36) Junior Devs coding for millions

Molly O’Shea

735,578 次观看 • 4 个月前

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.
8:23

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Dave Lee

1,555,164 次观看 • 2 年前