“For them, it does not really matter whoever succeeds in the end,” says Sampelsamid, who writes about self -driving car and deputy head of marketing in remote measurement. “If you have a car and you can drive safely, you are welcome to reach Uber and provide horseback riding.”
However, it is too early to determine whether the Kleenex maneuver will work.
Many have changed since 2015. Kalnik is no longer in Uber, Monetonous plate In 2017. The company was a dark sign in 2018 when one of its self -driving cars was She hit and killed a woman. The accident, in which Federal investigators later found a horseback giant Partially responsibleIt led to a suspension and then reorganizing the self -driving Uber development efforts.
In 2020, Uber Its independent car unit was sold to a competitor. In some respects, though, this light presence of assets-where Uber occupies a cosmetic for drivers and passengers, without owning his own car (ROBO)-to work with the company. Under the direction of CEO Dara Joshoshi, the company recently recorded its first profit last year.
One of Uber’s potential issues is that its own role in the independent auto industry will not be very useful for a period of time. Uber is strong because it is already on phones about 160 million active monthly users all over the world. The company is good in matching people who drive cars with these millions of people who want to ride. But there will be no more than millions of robotics for a period of time.
And emoThe American leader in robotics, It has about 1500 vehicles It works in five cities. Bido It says its next city, Dubai, you will get it 100 robots by the end of this year. “This is a market that will be restricted, and not a restricted demand,” says Lin Sherman, a professor at Columbia College of Business, who wrote on Uber. Self-driving developers want to access the Uber-network, but because there are simply not many self-driving cars, the company is less useful in the short term.
This leads to another possible issue: Uber may have a lower power to get a large part of each fare in the Robotaxi world. The company spent billions in knowing how much they need to pay individual drivers to take prices. The Robotaxi technology developers who have spent billions of dollars in building self -diving programs are likely to be looking for a larger part of each fare. After all, companies including Tesla and Waymo run their own ride applications. Do they really need Uber? “I guarantee that they will lead a more difficult deal,” says Sherman. (A Uber spokesman did not provide financial details to its current partnerships.)
Chinese Uber competitor Dedicated-Who received the Uber’s China works in 2016-it seems to follow the old self-play book. Her king has Self -government vehicle technique The dependent, which builds independent vehicle programs. He – she He said last year It will work with EV GAC ATION to produce a group of robots that start this year.
It may be that Uber has not completely closed the door to possess some of its Robotaxi technology. Earlier this summer, New York Times I mentioned Kalanick returned, and in talks for the US arm to the Chinese AV company Pony.ai – with the financial help from Uber. A Pony.ai spokesman refused to comment on the report. Uber told the Times that he plans to work with many AV players in the world. Kleenex strategy, in other words.
One of the companies is clearly missing from the long stack of the autonomy partnership data in Uber, of course. In an interview with him in February, the CEO of Uber Khusraushi seemed to indicate that there is no attempt. Timing “It seems to have to have the operation of full self-driving cars: technology, cars, maintenance, and the application that occupies it-but Uber can be a great partner in robotics. He said: “In the end, we hope that you will make my charm and the economic argument Tesla to work with us as well.”
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