Will Tesla's Robotaxi Have Competition? Fund Manager Gary Black On Why It 'Seems Naive' To Say 'This Time Is Different'
Will Tesla's Robotaxi Have Competition? Fund Manager Gary Black On Why It 'Seems Naive' To Say 'This Time Is Different'
Amid the hype surrounding Tesla, Inc. (NASDAQ:TSLA) investor and fund manager Gary Black on Sunday delved into whether the electric vehicle maker's full self-driving technology is worth all the hype surrounding it.
在围绕特斯拉公司（纳斯达克股票代码：TSLA）的炒作中，投资者兼基金经理加里·布莱克周日深入探讨了这家电动汽车制造商的全自动驾驶技术是否值得围绕其大肆宣传。
What Happened: Black is convinced about the technology's potential. "No one disagrees that fully autonomous vehicles are the future of the auto industry," the fund manager said in a post on X, formerly Twitter. He, however, doesn't think FSD is a zero-sum game.
发生了什么：布莱克对这项技术的潜力深信不疑。该基金经理在X（前身为Twitter）上的一篇文章中说：“没有人不同意全自动驾驶汽车是汽车行业的未来。”但是，他并不认为FSD是零和游戏。
"The debate has always been whether there will be 1 automaker ( $tsla) that solves general autonomy, or 10 or 20," Black said. He noted that China's Baidu, Inc. (NASDAQ:BIDU) already has 500 robotaxis in service, with 50% of its fleet capable of being driven autonomously.
布莱克说：“争论一直是会有1家汽车制造商（$tsla）解决普遍自主性问题，还是有10家或20家。”他指出，中国的百度公司（纳斯达克股票代码：BIDU）已经有500辆机器人出租车投入使用，其车队中有50％能够自动驾驶。
Baidu's fleet has provided 6 million rides to paying customers, he noted.
他指出，百度的车队已为付费客户提供了600万次乘车服务。
"In the history of the auto industry, every successful technological innovation has been quickly copied by everyone else. To say 'this time is different' seems naive," Black said.
“在汽车行业的历史上，每一项成功的技术创新都很快被其他所有人复制。说'这次不一样'似乎很天真，” 布莱克说。
The fund manager made these comments in response to a post by a Tesla influencer about U.K. President Boris Johnson sharing his experience about driving a self-driving Tesla car.
该基金经理发表这些评论是为了回应特斯拉一位网红发表的关于英国总统鲍里斯·约翰逊分享他驾驶特斯拉自动驾驶汽车的经历的帖子。
No one disagrees that fully autonomous vehicles are the future of the auto industry. The debate has always been whether there will be 1 auto maker ( $tsla) that solves general autonomy, or 10 or 20. $BIDU already has 500 robotaxis in service, 50% which drive fully autonomously,...
— Gary Black (@garyblack00) May 19, 2024
没有人不同意全自动驾驶汽车是汽车行业的未来。争论一直是会有1家汽车制造商（$tsla）解决普遍自主权问题，还是有10家或20家。$BIDU 已经有 500 辆机器人出租车投入使用，其中 50% 是完全自动驾驶的，...
— 加里·布莱克 (@garyblack00) 2024 年 5 月 19 日
Why It's Important: While Tesla has predicated its future on FSD and robotaxis, Black is among the camps that believe in the potential of an affordable EV. Tesla diffused optimism regarding a sub-$30,000 EV by prioritizing robotaxis over it.
为何重要：尽管特斯拉将自己的未来预测在FSD和机器人出租车上，但布莱克是相信经济实惠的电动汽车潜力的阵营之一。特斯拉通过优先考虑机器人出租车来分散对低于3万美元的电动汽车的乐观情绪。
The company has scheduled robotaxi unveiling on Aug. 8 and more details on the fleet service will be made available then.
该公司计划于8月8日推出robotaxi，届时将公布有关车队服务的更多细节。
Tesla bull Cathie Wood's Ark Invest, which has a $2,000 price target for Tesla by 2027, sees robotaxis accounting for 44% of revenue, 64% of EBITDA, and 67% of enterprise value by that timeframe. Elaborating on the potential, the firm said, "With access to 50x more driving data than Baidu and 280x more than Waymo, Tesla has a massive data advantage as it prepares to launch its robotaxi service, the largest AI project in the world."
特斯拉多头凯西·伍德的Ark Invest为特斯拉设定了到2027年2,000美元的目标股价，预计到2027年，机器人出租车将占收入的44％，息税折旧摊销前利润的64％和企业价值的67％。该公司在详细阐述其潜力时表示：“特斯拉获得的驾驶数据是百度50倍，是Waymo的280倍，在准备推出全球最大的人工智能项目robotaxi服务时，具有巨大的数据优势。”
Tesla ended Friday's session up 1.60% at $177.46, according to Benzinga Pro data.
根据Benzinga Pro的数据，特斯拉周五收盘上涨1.60％，至177.46美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
点击此链接，查看更多Benzinga的《未来出行》报道。
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