{"id":762293,"date":"2026-04-15T18:50:43","date_gmt":"2026-04-15T10:50:43","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=762293"},"modified":"2026-04-15T18:50:43","modified_gmt":"2026-04-15T10:50:43","slug":"%e7%a1%85%e8%b0%b7%e8%a7%82%e5%af%9f%ef%bd%9c%e8%87%aa%e5%8a%a8%e9%a9%be%e9%a9%b6%e4%b8%8b%e5%8d%8a%e5%9c%ba%ef%bc%9a%e4%bc%b0%e5%80%bc%e6%b8%85%e7%ae%97%e6%a8%a1%e5%bc%8f%e5%b7%b2","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=762293","title":{"rendered":"\u7845\u8c37\u89c2\u5bdf\uff5c\u81ea\u52a8\u9a7e\u9a76\u4e0b\u534a\u573a\uff1a\u4f30\u503c\u201c\u6e05\u7b97\u201d\u6a21\u5f0f\u5df2\u5f00\u542f"},"content":{"rendered":"
\n

\u8fc7\u53bb\u4e00\u4e2a\u6708\uff0c\u7f8e\u56fd<\/a>\u81ea\u52a8\u9a7e\u9a76\u884c\u4e1a\u8fde\u7eed\u91ca\u653e\u4e09\u7ec4\u4fe1\u53f7\uff0c\u5b83\u4eec\u8868\u9762\u4e0a\u5206\u6563\uff0c\u6307\u5411\u7684\u5374\u662f\u540c\u4e00\u4e2a\u7ed3\u8bba\uff1a\u8fd9\u4e2a\u884c\u4e1a\u7684\u7ade\u4e89\u91cd\u5fc3\uff0c\u6b63\u4ece\u6280\u672f\u8def\u7ebf\u4e4b\u4e89\u8f6c\u5411\u5546\u4e1a\u6a21\u5f0f\u7684\u6e05\u7b97\u3002\u4f30\u503c\u6e05\u7b97\u5df2\u7ecf\u5f00\u59cb\uff1a\u81ea\u52a8\u9a7e\u9a76\u7684\u771f\u6b63\u80dc\u8d1f\u624b\u662f\u9700\u6c42\u5206\u53d1\u6743\uff0c\u8fd9\u662f\u6211\u4eec\u5728\u7845\u8c37<\/a>\u3001\u6d1b\u6749\u77f6\u3001\u62c9\u65af\u7ef4\u52a0\u65af\u770b\u5230\u7684\u3002<\/p>\n

4 \u6708 7 \u65e5\uff0cWaymo \u5728\u7eb3\u4ec0\u7ef4\u5c14\u9762\u5411\u516c\u4f17\u5f00\u653e robotaxi \u670d\u52a1\uff0c\u8fd9\u662f\u5176\u5546\u4e1a\u8fd0\u8425\u7684\u7b2c 11 \u5ea7\u57ce\u5e02\u3002\u540c\u4e00\u65f6\u671f\uff0cTesla \u786e\u8ba4 FSD\uff08Supervised\uff09\u5df2\u5168\u9762\u8f6c\u5411\u6708\u5ea6\u8ba2\u9605\u6a21\u5f0f\u3002\u66f4\u65e9\u524d\u7684 3 \u6708\uff0cZoox \u4e0e Uber<\/a> \u5ba3\u5e03\u5408\u4f5c\uff0c\u8ba1\u5212\u4e8e\u4eca\u5e74\u590f\u5b63\u5728\u62c9\u65af\u7ef4\u52a0\u65af\u901a\u8fc7 Uber app \u4e0a\u7ebf robotaxi\u3002<\/p>\n

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1260<\/strong>\u4ebf\u7f8e\u5143\u7684\u4fdd\u8bc1\u91d1\uff1a<\/strong>Waymo<\/strong>\u7684\u89c4\u6a21\u5316\u6837\u672c<\/strong><\/p>\n

Waymo \u6b63\u5728\u8fdb\u884c\u4e00\u573a\u6781\u5176\u6602\u8d35\u7684\u6269\u5f20\u30022 \u6708 2 \u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u5b8c\u6210 160 \u4ebf\u7f8e\u5143\u878d\u8d44<\/a>\uff0c\u4f30\u503c\u4ece 2024 \u5e74 10 \u6708\u7684 450 \u4ebf\u7f8e\u5143\u8df3\u5347\u81f3 1260 \u4ebf\u7f8e\u5143——16 \u4e2a\u6708\u6da8\u4e86 2.8 \u500d\u3002\u9886\u6295\u65b9\u4e3a Dragoneer\u3001DST Global \u548c Sequoia Capital\uff0cAndreessen Horowitz\u3001Silver Lake\u3001Tiger Global \u7b49\u6089\u6570\u8ddf\u6295\u3002\u4f46\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u6bcd\u516c\u53f8 Alphabet \u5728\u8fd9\u8f6e\u4e2d\u8d21\u732e\u4e86\u7ea6 130 \u4ebf\u7f8e\u5143\u3002\u8fd9\u7b14\u94b1\u4e0e\u5176\u8bf4\u662f\u5916\u90e8\u5e02\u573a\u5bf9 Waymo \u7684\u6295\u7968\uff0c\u4e0d\u5982\u8bf4\u662f Alphabet \u4e3a\u81ea\u5df1\u62bc\u6ce8\u7684\u8def\u7ebf\u7f34\u7eb3\u7684\u4fdd\u8bc1\u91d1\u3002<\/p>\n

\u89c4\u6a21\u6570\u636e\u770b\u8d77\u6765\u5f88\u4eae\u773c\u30023 \u6708\u5e95\uff0cWaymo \u62ab\u9732\u5176\u4ed8\u8d39 robotaxi \u8ba2\u5355\u5df2\u8fbe\u6bcf\u5468 50 \u4e07\u5355——\u4e0d\u5230\u4e24\u5e74\u65f6\u95f4\u4ece 5 \u4e07\u7ffb\u4e86\u5341\u500d\u3002\u516c\u53f8\u63d0\u51fa\u5230 2026 \u5e74\u5e95\u51b2\u523a\u6bcf\u5468 100 \u4e07\u5355\u7684\u76ee\u6807\u3002\u7eb3\u4ec0\u7ef4\u5c14\u4e0a\u7ebf\u7684\u66f4\u5927\u610f\u4e49\u5728\u4e8e\u8fd0\u8425\u6a21\u5f0f\u7684\u53d8\u5316\uff1a\u7528\u6237\u521d\u671f\u901a\u8fc7 Waymo app \u53eb\u8f66\uff0c\u540e\u7eed\u5c06\u63a5\u5165 Lyft app\uff0c\u800c Lyft \u65d7\u4e0b Flexdrive \u8d1f\u8d23\u8f66\u961f\u7ef4\u62a4\u3001\u5145\u7535\u548c\u573a\u7ad9\u8fd0\u8425\u3002Waymo \u6b63\u4ece“\u6211\u5168\u90fd\u81ea\u5df1\u505a”\u8d70\u5411“\u6211\u505a\u6280\u672f\uff0c\u4f60\u505a\u8fd0\u8425\u548c\u6d41\u91cf”\u3002<\/p>\n

\u4f46 1260 \u4ebf\u7f8e\u5143\u4f30\u503c\u5bf9\u5e94\u7684\u8d22\u52a1\u73b0\u5b9e\u662f\u51b7\u5cfb\u7684\u3002Alphabet 2025 \u5e74\u7b2c\u56db\u5b63\u5ea6\u62ab\u9732 Other Bets \u8425\u6536\u4ec5 3.7 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d 7.5%\uff0c\u8fd0\u8425\u4e8f\u635f 36 \u4ebf\u7f8e\u5143\u3002\u5373\u4fbf\u628a Waymo \u7684\u5168\u5e74\u6536\u5165\u4e50\u89c2\u4f30\u8ba1\u4e3a 3.5 \u4ebf\u7f8e\u5143\u5de6\u53f3\uff0c\u5e02\u9500\u7387\u4e5f\u8d85\u8fc7 300 \u500d\u3002\u8d44\u672c\u4e0d\u662f\u5728\u4e3a\u5f53\u671f\u73b0\u91d1\u6d41\u4ed8\u94b1\uff0c\u800c\u662f\u5728\u4e3a“\u91cd\u611f\u77e5\u6808 + \u95ed\u73af + \u5730\u7406\u56f4\u680f + \u5168\u7403\u6269\u5f20”\u8fd9\u6761\u8def\u7ebf\u4e0b\u6ce8\u3002\u8fd9\u5f20\u652f\u7968\u80fd\u5426\u5151\u73b0\uff0c\u53d6\u51b3\u4e8e Waymo \u80fd\u5426\u5728\u8fd9 160 \u4ebf\u7f8e\u5143\u70e7\u5b8c\u4e4b\u524d——\u5927\u7ea6 3 \u5230 4 \u5e74——\u8bc1\u660e\u81f3\u5c11\u4e00\u5ea7\u57ce\u5e02\u7684\u8fd0\u8425\u5229\u6da6\u4e3a\u6b63\u3002<\/p>\n

Tesla<\/strong>\u7684<\/strong>SaaS<\/strong>\u5316\u8f6c\u5411\uff1a\u8303\u5f0f\u5f88\u7f8e\uff0c\u76d1\u7ba1\u5f88\u786c<\/strong><\/p>\n

\u4e0e Waymo \u7684\u91cd\u8d44\u4ea7\u6269\u5f20\u4e0d\u540c\uff0cTesla \u8bd5\u56fe\u7528\u53e6\u4e00\u6761\u8def\u5f84\u56de\u7b54\u540c\u6837\u7684\u95ee\u9898\uff1a\u628a\u81ea\u52a8\u9a7e\u9a76\u80fd\u529b\u538b\u7f29\u8fdb\u7edf\u4e00\u7684\u8f6f\u4ef6\u6808\uff0c\u518d\u901a\u8fc7\u6301\u7eed\u8ba2\u9605\u53d8\u73b0\u3002<\/p>\n

1 \u6708 28 \u65e5\uff0cTesla \u9996\u6b21\u5728 Q4 2025 \u8d22\u62a5\u4e2d\u62ab\u9732 FSD \u7528\u6237\u6570\u636e\uff1a110 \u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u5176\u4e2d\u7ea6 70%\uff0877 \u4e07\uff09\u4e3a\u4e00\u6b21\u6027\u4e70\u65ad\uff0c\u7ea6 30%\uff0833 \u4e07\uff09\u4e3a\u6708\u5ea6\u8ba2\u9605\u3002\u4ee5 Tesla \u7d2f\u8ba1\u4ea4\u4ed8\u7ea6 890 \u4e07\u8f86\u8f66\u8ba1\u7b97\uff0c\u6574\u4f53\u6e17\u900f\u7387\u7ea6 12.4%\u3002\u81ea 2 \u6708 14 \u65e5\u8d77\uff0cTesla \u6c38\u4e45\u53d6\u6d88\u4e86 FSD \u4e70\u65ad\u9009\u9879\uff0c\u5168\u9762\u8f6c\u5411\u6708\u5ea6\u8ba2\u9605\u3002\u8fd9\u4e00\u6b65\u7684\u5546\u4e1a\u542b\u4e49\u662f\uff1aTesla \u6b63\u5728\u628a\u5e02\u573a\u5bf9\u5b83\u7684\u4f30\u503c\u6846\u67b6\uff0c\u4ece“\u5356\u8f66\u516c\u53f8\u7684\u9644\u52a0\u529f\u80fd”\u63a8\u5411“\u6309\u6708\u4ed8\u8d39\u7684\u8f6f\u4ef6\u80fd\u529b”\u3002ARR\u3001Churn\u3001NRR \u8fd9\u4e9b\u66fe\u7ecf\u53ea\u5c5e\u4e8e\u4e91\u8f6f\u4ef6\u516c\u53f8\u7684\u6307\u6807\uff0c\u5c06\u7b2c\u4e00\u6b21\u8fdb\u5165\u5206\u6790\u5e08\u5bf9\u4e00\u5bb6\u6c7d\u8f66<\/a>\u5236\u9020\u5546\u7684\u6a21\u578b\u3002<\/p>\n

\u7eaf\u89c6\u89c9\u8def\u7ebf\u5728\u6280\u672f\u5c42\u9762\u786e\u5b9e\u53d6\u5f97\u4e86\u6807\u5fd7\u6027\u8fdb\u5c55\u3002\u524d Tesla AI \u603b\u76d1 Andrej Karpathy \u5728 2025 \u5e74 12 \u6708\u5e95\u9a7e\u9a76 FSD v14.2 \u5b8c\u6210\u4e86 2732 \u82f1\u91cc\u96f6\u63a5\u7ba1\u7684\u6a2a\u8d2f\u7f8e\u56fd\u4e4b\u65c5——\u6ca1\u6709\u6fc0\u5149\u96f7\u8fbe\uff0c\u6ca1\u6709\u9ad8\u7cbe\u5730\u56fe\uff0c\u7eaf\u89c6\u89c9\u52a0\u7aef\u5230\u7aef\u795e\u7ecf\u7f51\u7edc\u3002\u8fd9\u662f\u4e00\u6b21\u6709\u529b\u7684\u6982\u5ff5\u9a8c\u8bc1\u3002<\/p>\n

\u4f46\u6982\u5ff5\u9a8c\u8bc1\u548c\u89c4\u6a21\u5316\u8fd0\u8425\u4e4b\u95f4\u9694\u7740\u4e00\u9053\u76d1\u7ba1\u7684\u786c\u5899\u3002Tesla \u5728 Austin \u8fd0\u8425\u7684 Robotaxi \u670d\u52a1\u81ea 2025 \u5e74 6 \u6708\u542f\u52a8\u4ee5\u6765\uff0c\u7d2f\u8ba1\u884c\u9a76\u7ea6 80 \u4e07\u82f1\u91cc\uff0c\u53d1\u751f 14 \u8d77\u78b0\u649e——\u5927\u7ea6\u6bcf 57000 \u82f1\u91cc\u4e00\u8d77\uff0c\u591a\u6570\u4e3a\u8f7b\u5fae\u4e8b\u6545\u30024 \u6708\u521d\uff0cNHTSA \u5df2\u5c06\u5bf9 FSD \u7684\u8c03\u67e5\u5347\u7ea7\u4e3a\u5de5\u7a0b\u5206\u6790\u9636\u6bb5\uff0c\u8986\u76d6\u7ea6 320 \u4e07\u8f86\u6c7d\u8f66\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cWaymo \u516c\u5e03\u7684\u5b89\u5168\u6570\u636e\u53e3\u5f84\u662f“\u4e25\u91cd\u4f24\u4ea1\u4e8b\u6545\u8f83\u4eba\u7c7b\u9a7e\u9a76\u5458\u51cf\u5c11 92%”\uff0c\u800c Tesla \u516c\u5e03\u7684\u662f\u603b\u78b0\u649e\u7387\u3002\u4e24\u5bb6\u516c\u53f8\u7528\u5b8c\u5168\u4e0d\u540c\u7684\u7edf\u8ba1\u6846\u67b6\u5728\u8bb2\u5b89\u5168\u6545\u4e8b——\u6295\u8d44\u4eba\u9700\u8981\u610f\u8bc6\u5230\u8fd9\u4e00\u70b9\uff0c\u800c\u4e0d\u662f\u7b80\u5355\u5730\u6bd4\u8f83\u6570\u5b57\u3002<\/p>\n

\u7ec8\u5c40\u4e4b\u95ee\uff1a\u8c01\u62e5\u6709\u90a3\u4e2a\u53eb\u8f66\u6309\u94ae\uff1f<\/strong><\/p>\n

2026 \u5e74\u6700\u88ab\u4f4e\u4f30\u7684\u53d8\u91cf\uff0c\u4e0d\u5728\u611f\u77e5\u6808\uff0c\u4e0d\u5728\u8d44\u672c\u89c4\u6a21\uff0c\u800c\u5728\u4e00\u4e2a\u770b\u4f3c\u7b80\u5355\u7684\u95ee\u9898\uff1a\u7528\u6237\u6253\u5f00\u54ea\u4e2a app \u53eb\u8f66\uff1f<\/p>\n

\u8fc7\u53bb\u4e00\u4e2a\u6708\uff0c\u4e24\u4ef6\u4e8b\u628a\u8fd9\u4e2a\u95ee\u9898\u63a8\u5230\u4e86\u53f0\u9762\u4e0a\u3002Zoox \u4e0e Uber \u7ed3\u76df\uff0c\u62c9\u65af\u7ef4\u52a0\u65af\u9996\u7ad9\u5c06\u5728\u4eca\u5e74\u590f\u5b63\u901a\u8fc7 Uber app \u8c03\u5ea6\uff1b\u51e0\u4e4e\u540c\u4e00\u5468\uff0cWaymo \u5728\u7eb3\u4ec0\u7ef4\u5c14\u9009\u62e9\u4e86 Lyft \u7684\u5b50\u516c\u53f8 Flexdrive \u505a\u8f66\u961f\u8fd0\u7ef4\uff0c\u5e76\u8ba1\u5212\u540e\u7eed\u63a5\u5165 Lyft app\u3002\u8fd9\u4e24\u4ef6\u4e8b\u53e0\u52a0\u5728\u4e00\u8d77\uff0c\u610f\u5473\u7740\u7845\u8c37\u81ea\u52a8\u9a7e\u9a76\u884c\u4e1a\u7b2c\u4e00\u6b21\u88ab\u62c6\u6210\u4e86\u4e24\u79cd\u5e73\u53f0\u6a21\u578b\uff1aWaymo \u4ecd\u4ee5\u81ea\u6709 app \u4e3a\u4e3b\u3001\u7b2c\u4e09\u65b9\u4e3a\u8f85\uff1bZoox \u5219\u76f4\u63a5\u5ac1\u63a5\u5728 Uber \u7684\u6d41\u91cf\u5165\u53e3\u4e0a\u3002<\/p>\n

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\u503c\u5f97\u62bc\u6ce8\u7684\u4e0d\u662f\u8c01\u8d62\u4e86\u8fd9\u4e00\u8f6e\uff0c\u800c\u662f\u8c01\u80fd\u6d3b\u5230\u4e0b\u4e00\u6b21\u6e05\u7b97\u3002\u800c\u5728\u8fd9\u573a\u6e05\u7b97\u4e2d\uff0c\u638c\u63e1\u9700\u6c42\u5206\u53d1\u6743\u7684\u4e00\u65b9——\u90a3\u4e2a\u63a7\u5236\u4e86\u7528\u6237\u53eb\u8f66\u6309\u94ae\u7684\u73a9\u5bb6——\u6700\u6709\u53ef\u80fd\u6210\u4e3a\u6700\u540e\u7ad9\u7740\u7684\u4eba\u3002Waymo 1260 \u4ebf\u7684\u4f30\u503c\u91cc\uff0c\u6709\u591a\u5c11\u662f\u5728\u4e3a\u5c1a\u672a\u88ab\u8bc1\u660e\u7684\u5206\u53d1\u6743\u4ed8\u94b1\uff1f\u8fd9\u4e2a\u95ee\u9898\uff0c\u5c31\u662f\u8fd9\u573a\u6e05\u7b97\u771f\u6b63\u7684\u523b\u5ea6\u3002<\/p>\n

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\u4e3e\u62a5<\/div>\n
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\u6587\u7ae0\u4f5c\u8005<\/h4>\n