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.
在圍繞特斯拉公司（納斯達克股票代碼：TSLA）的炒作中，投資者兼基金經理加里·布萊克週日深入探討了這家電動汽車製造商的全自動駕駛技術是否值得圍繞其大肆宣傳。
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.
發生了什麼：布萊克對這項技術的潛力深信不疑。該基金經理在X（前身爲Twitter）上的一篇文章中說：“沒有人不同意全自動駕駛汽車是汽車行業的未來。”但是，他並不認爲FSD是零和遊戲。
"The debate has always been whether there will be 1 automaker ( $tsla) that solves general autonomy, or 10 or 20," Black said. He noted that China's Baidu, Inc. (NASDAQ:BIDU) already has 500 robotaxis in service, with 50% of its fleet capable of being driven autonomously.
布萊克說：“爭論一直是會有1家汽車製造商（$tsla）解決普遍自主性問題，還是有10家或20家。”他指出，中國的百度公司（納斯達克股票代碼：BIDU）已經有500輛機器人出租車投入使用，其車隊中有50％能夠自動駕駛。
Baidu's fleet has provided 6 million rides to paying customers, he noted.
他指出，百度的車隊已爲付費客戶提供了600萬次乘車服務。
"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.
“在汽車行業的歷史上，每一項成功的技術創新都很快被其他所有人複製。說'這次不一樣'似乎很天真，” 布萊克說。
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.
該基金經理發表這些評論是爲了回應特斯拉一位網紅髮表的關於英國總統鮑里斯·約翰遜分享他駕駛特斯拉自動駕駛汽車的經歷的帖子。
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. $BIDU already has 500 robotaxis in service, 50% which drive fully autonomously,...
— Gary Black (@garyblack00) May 19, 2024
沒有人不同意全自動駕駛汽車是汽車行業的未來。爭論一直是會有1家汽車製造商（$tsla）解決普遍自主權問題，還是有10家或20家。$BIDU 已經有 500 輛機器人出租車投入使用，其中 50% 是完全自動駕駛的，...
— 加里·布萊克 (@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.
爲何重要：儘管特斯拉將自己的未來預測在FSD和機器人出租車上，但布萊克是相信經濟實惠的電動汽車潛力的陣營之一。特斯拉通過優先考慮機器人出租車來分散對低於3萬美元的電動汽車的樂觀情緒。
The company has scheduled robotaxi unveiling on Aug. 8 and more details on the fleet service will be made available then.
該公司計劃於8月8日推出robotaxi，屆時將公佈有關車隊服務的更多細節。
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."
特斯拉多頭凱西·伍德的Ark Invest爲特斯拉設定了到2027年2,000美元的目標股價，預計到2027年，機器人出租車將佔收入的44％，息稅折舊攤銷前利潤的64％和企業價值的67％。該公司在詳細闡述其潛力時表示：“特斯拉獲得的駕駛數據是百度50倍，是Waymo的280倍，在準備推出全球最大的人工智能項目robotaxi服務時，具有巨大的數據優勢。”
Tesla ended Friday's session up 1.60% at $177.46, according to Benzinga Pro data.
根據Benzinga Pro的數據，特斯拉週五收盤上漲1.60％，至177.46美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
點擊此鏈接，查看更多Benzinga的《未來出行》報道。
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