Tesla is asking people if they want to buy and run Cybercab fleets
Tesla is asking people if they want to buy and run Cybercab fleets
特斯拉正在询问人们是否愿意购买并运营 Cybercab 车队
Tesla published a form on Thursday for businesses interested in buying Cybercab fleets or providing infrastructure for its network, the latest sign that the company’s aspirations for its gold-hued autonomous vehicle stretch beyond being a robotaxi operator. 特斯拉周四发布了一份表格,面向那些有兴趣购买 Cybercab 车队或为其网络提供基础设施的企业。这表明该公司对其金色自动驾驶汽车的愿景已不仅仅局限于成为一家自动驾驶出租车运营商。
The robotaxi interest form, which was released ahead of the company’s Cybercab event in Austin, is not definitive proof that Tesla will sell its autonomous vehicles to third-party operators. But it’s certainly an indicator of where the company’s longer-term plans lie. Tesla wants to scale and it doesn’t seem to want to do it alone. 这份在特斯拉奥斯汀 Cybercab 发布会前夕发布的自动驾驶出租车意向表,虽然不能作为特斯拉将向第三方运营商出售其自动驾驶汽车的最终证据,但无疑表明了该公司长期的战略方向。特斯拉希望扩大规模,而且似乎并不想单打独斗。
Tesla CEO Elon Musk has talked often, and for years, about building a massive fleet of low-cost robotaxis. But in the early days, those dreams centered on personally owned Tesla vehicles. As early as 2016, Musk spoke publicly about a future in which Tesla owners, equipped with self-driving software, would be able to earn money by renting out their vehicles. 特斯拉首席执行官埃隆·马斯克多年来经常谈论建立一支庞大的低成本自动驾驶出租车队。但在早期,这些梦想主要集中在个人拥有的特斯拉汽车上。早在 2016 年,马斯克就公开谈论过一个未来:配备自动驾驶软件的特斯拉车主将能够通过出租自己的车辆来赚钱。
He stuck with that Tesla network idea for years, noting at the company’s Autonomy Day in 2019 that it would allow owners to add their autonomous vehicles to its ride-sharing app, similar to how Uber’s business model works. “I feel very confident predicting that there will be autonomous robotaxis from Tesla next year — not in all jurisdictions because we won’t have regulatory approval everywhere,” Musk said in 2020. 他多年来一直坚持这一特斯拉网络构想,并在 2019 年的公司“自动驾驶日”(Autonomy Day)上指出,这将允许车主将他们的自动驾驶汽车加入到其网约车应用程序中,类似于 Uber 的商业模式。“我非常有信心预测,明年特斯拉就会有自动驾驶出租车——当然不是在所有司法管辖区,因为我们无法在各地都获得监管批准,”马斯克在 2020 年曾这样说道。
That vision never materialized. Instead, the company has focused on testing, and now operating, its own fleet of robotaxis — first with Tesla Model Y vehicles and now the purpose-built Cybercab. Until now, Tesla seemed committed to keeping its robotaxi business in-house. 这一愿景从未实现。相反,该公司转而专注于测试并运营自己的自动驾驶出租车队——最初使用特斯拉 Model Y 车型,现在则是专门打造的 Cybercab。在此之前,特斯拉似乎一直致力于将自动驾驶出租车业务掌握在自己手中。
The interest form, which says “helps us build our robotaxi network,” suggests the company sees promise and profits in widening the circle to include third-party companies. What that might look like, though, isn’t defined. The company asks interested parties to pick one of several possible options, including Cybercab fleet purchasing, mobility hubs and infrastructure, event collaboration, and “other.” 这份意向表上写着“帮助我们建立自动驾驶出租车网络”,这表明该公司认为将业务范围扩大到第三方公司具有前景和利润空间。不过,具体的合作形式尚未明确。公司要求感兴趣的各方从几个可能的选项中进行选择,包括 Cybercab 车队采购、移动出行枢纽与基础设施、活动合作以及“其他”。
There are a growing number of companies jumping into the robotaxi fleet management business. For instance, Moove, an African fintech startup that initially focused vehicle financing for ride-hailing drivers, is scaling up an autonomous fleet management business. The startup, which raised $250 million last month at a $2.1 billion valuation, is the fleet operator for Waymo in Phoenix, Miami, and Las Vegas, and in the future, London. 越来越多的公司正在涌入自动驾驶出租车车队管理业务。例如,非洲金融科技初创公司 Moove 最初专注于为网约车司机提供车辆融资,目前正在扩大其自动驾驶车队管理业务。这家初创公司上个月以 21 亿美元的估值筹集了 2.5 亿美元,目前是 Waymo 在凤凰城、迈阿密和拉斯维加斯的车队运营商,未来还将扩展至伦敦。
The company doesn’t own the Waymo vehicles, but its CEO told TechCrunch that it plans to. Other autonomous fleet management companies, which Uber has partnered with in its bid to own a piece of the robotaxi market, include Avomo and New Horizon as well as larger more traditional rental car giants like Avis and Hertz. Tesla’s welcome mat to fleet operators could encourage more small players to open up shop — helping the company saturate markets faster. 该公司目前并不拥有 Waymo 的车辆,但其首席执行官告诉 TechCrunch,他们计划未来拥有这些车辆。其他自动驾驶车队管理公司(Uber 为在自动驾驶出租车市场分一杯羹而与之合作)还包括 Avomo 和 New Horizon,以及像 Avis 和 Hertz 这样规模更大、更传统的租车巨头。特斯拉向车队运营商敞开大门,可能会鼓励更多小型参与者入局,从而帮助特斯拉更快地占领市场。