Why do you convince Volkswagen, Emo and Tesla to weak in the Robotaxi race worth $ 500 billion – “Not the winner takes the whole market”

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When Big Tech first started spreading self-driving cars to San Francisco two years ago, companies faced something unusual-popular resistance.

The angry population was ruined robotics with help Traffic conesWhile the head of the city’s extinguishing department itself Regularly To them as a dangerous inconvenience. Even today, during the outbreak of the recent civil unrest in Los Angeles due to mass deportation, the demonstrators caused Waymo cars.

One of the old economic companies that is preparing to enter the independent horse riding space follows a completely different approach when launch next year. Volkswagen in Germany is increasingly feeding on society from the side damage left by the rapid Silicon Valley mentality.

“Our approach is different – we intentionally want to work as partners who take care of the current infrastructure,” said the director of the VW Sascha Meyer Group luck During the test of the Robotoxi drive. “A major point for social acceptance, which we believe is a service provider whose existence is required specifically because we will not compete with the existing systems.”

This week, VW revealed the series’s production version of the independent taxi for riding on the basis of the reactionary VW identifier. Buzz Ev Microbus. It was filled with the required fleet management program and the customer reservation platform, as it wants to provide local transport authorities and other commercial fleets, a key solution that can be integrated without effort in their service.

While waymo or a Timing You plan to compete with current service providers, the German car maker aims to be an equal partner in working in a glove with societies that want to help them.

Huge growth expected to ride independently over the next ten years

Even if almost the first 500 cars are deployed in Uber for use in Los Angeles until next year, VW believes that the race on the market share has just started.

He is convinced that there will be more enough to seize a bite of 350 billion euros of revenue McKinsey Independent horse riding projects in North America and Europe by 2035. This is more than half a trillion dollars in the next ten years, perhaps.

Meyer runs moya, the subsidiary of the transportation services in the VW Group, which will provide a high -tech version of the Volkswagen ID, zero emissions. Buzz Electric Minivan with the ecosystem of the background program around it.

luck I had the opportunity to ride with Mayer in one of them while Robotxi was moving on his way – with a safety driver behind the wheel at all times – through the crowded streets of Hamburg. Here in the second largest city in Germany, Volkswagen was quietly testing technology for several years now thanks to the active support of city officials.

It is difficult to remove public transport authorities in Europe

The white stickers service that Volkswagen puts in mind means that all customers who need to do it is to slap their logo on the car and decorate the front end facing the customer with their company’s identity and is ready to go.

The strategy of going to the market greatly includes public transport authorities, a approach that is affected by its European roots. Thanks to their wide wealth of well -built mass transportation networks, these state -owned companies and municipality play a role in moving in urban, suburban and urban periodic areas very largely, as it will be difficult to remove.

Take, for example, the BVG power run by the German capital in Berlin, which already has the VW Group FellA letter of intent. Three million people Assigning the daily transportation needs of its disturbing network of buses, cars, subway, and passengers to go back and forth in the Great Capital area every day. Robotoxi should see a BVG brand integrated in his service to adopt much faster than Volkswagen to compete alongside it.

A natural seizure partnership for car manufacturers used to work with state officials

In some way, the VW’s partnership approach to the market is a natural episode. Car makers have contracts for experience in working closely with organizers from various agencies, states and federalism, to ensure that their cars are compatible with traffic safety and environmental standards.

However, in Silicon Valley, the organizers are often seen by doubts – at its best irritating, in the worst enemy. The Robotaxi Developer Cruise disaster has proven that: after a fateful October 2023 An accident in San Francisco, intentionally starting technology Withhold decisive information From the crash investigators, smash what Confident They were placed in them by California Just weeks ago.

When the owner of the cruises General Motors I discovered, I acted quickly Margin of the CEOBut by that time it was too late and reputation was carried out. The journey stops all operations and GM withdraw For independent horse riding in December.

With the Crossown Ford competitor already Surrender Even before that, Volkswagen only and Hyundaithrough MusicIt is still in disagreement from Ancient auto industry. The rest are Amnesty International Technology like Waymo, Tesla, Amazon Dependent Zamx In addition to the equivalent of the foreigner, such as Baido China and the Road in the United Kingdom.

The winner’s market is not everything

Of course, Mayer knows that the competition has a great beginning that will not give it a good mind.

And he told luck.

Then there is Tesla, which is preparing to launch its own pilot in Austin for the launch of Sunday. While Mair easily admits that it is likely to be a matter of time only so that Tesla can graduate into a full commercial robotics service, he believes everything was not lost.

For one of them, none of them in Europe, which is a market known for being more than risk towards unproductive and fast -organized technologies against threats towards public safety. The self -driving TESLA feature (FSD) is not approved, a staple of programs that drink robots with the desired intelligence, to use anywhere on the continent. In fact, it is not even available as an advanced driver assistance.

This provides a sufficient opportunity for Volkswagen to shed light on the production of at least 10,000 robotics vehicles, and perhaps more. Even if Waymo and Tesla keep their progress at the time, Meyer believes that societies will demand a degree of health competition between independent welcome providers to ensure a perfect service at a low cost.

“No one, not even in the United States, will be happy if there is a monopoly,” he said. “We don’t think it will be a market for everyone.”



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