Fortune | FORTUNE 09月17日
Waymo拓展合作版图,与Lyft携手进军纳什维尔
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Waymo正积极拓展其自动驾驶汽车的合作网络,近期宣布与Lyft达成一项重要合作,将在纳什维尔推出服务。初期,Lyft将通过其子公司Flexdrive负责车队管理,包括车辆清洁和维护。随着服务规模的扩大,未来乘客有望直接通过Lyft应用程序召唤Waymo的自动驾驶车辆。此次合作标志着Waymo在不同城市采取多样化合作策略,以保持灵活性,并探索自动驾驶技术在出行领域的广泛应用前景。Waymo目前在自动驾驶里程和机场服务方面处于领先地位,尽管面临其他竞争对手,但其规模化部署能力仍是关键优势。

🚗 Waymo正采取灵活的合作策略,与多家出行服务商建立伙伴关系,包括Uber和Lyft,以最大化其自动驾驶技术的市场覆盖和应用范围。这种多元化的合作模式有助于Waymo在不同地区和场景下探索最佳的部署方案,避免过度依赖单一平台。

🤝 Waymo与Lyft在纳什维尔的合作初期将侧重于车队管理,由Lyft的子公司Flexdrive负责车辆的清洁和维护。随着合作的深入,未来乘客将能够直接通过Lyft的应用程序预订Waymo的自动驾驶车辆,进一步整合双方的服务生态。

📈 Waymo在自动驾驶领域取得了显著进展,已累计行驶超过一亿英里全自动驾驶里程,并在旧金山国际机场获得了测试运营许可,成为首家获得此类许可的出行公司。这些成就巩固了其在行业内的领先地位,尽管面临Zoox、Tesla等竞争对手,但Waymo的规模化能力依然突出。

💡 尽管Lyft此前在自动驾驶技术方面被认为稍显落后,但近期正积极寻求突破,例如与May Mobility合作推出自动驾驶班车试点项目。这表明Lyft也在加大投入,力求在自动驾驶出行市场中保持竞争力,并与Waymo的合作是其战略调整的一部分。

The new alliance underscores how Waymo is keeping its options open and is avoiding getting too close with any one company—at least for now. Earlier this year, Waymo started working with Lyft competitor Uber in Austin and Atlanta, and it is planning to launch in Miami and Dallas by working with electric vehicle fleet company Moove and car rental company Avis Budget Group.

For its debut in Nashville, where Waymo has been testing vehicles for several months, Waymo says that Lyft will initially be handling fleet management only, such as vehicle cleaning and maintenance, via the Lyft subsidiary Flexdrive. As Waymo scales up service, riders will eventually be able to use the Lyft app to summon an autonomous vehicle, too, Waymo says, though the company wouldn’t specify when riders could expect that to take place.

A Lyft spokesperson described the effort as a “multi-year partnership” and said that both companies “have ambitions” to eventually partner together in more cities.

All of Waymo’s partnerships have looked a little different thus far. In Atlanta and Austin, where Waymo is working with Uber, riders can only get a Waymo via the Uber app. (Waymo has also been available in Phoenix on the Uber app since 2023, though that partnership is smaller)

Lyft was actually one of the early companies to partner with Waymo, eight years ago, when the two companies collaborated on pilot projects and product development efforts before Waymo had launched a paid service across several cities. Lyft also ran a small, 10-vehicle deployment with Waymo in Phoenix back in 2019. But the ride-hail company has since been widely seen as having fallen behind when it comes to autonomy, while Uber jumped to work with Waymo in Austin and Atlanta earlier this year. 

Uber CEO Dara Khosrowshahi has touted the Waymo partnership on earnings calls this year, asserting that Waymo robotaxis complete more daily rides than 99% of Uber’s human drivers do and emphasizing the partnership as an initial indicator of the efficiencies AVs can offer. But Lyft has been getting more competitive recently, last week announcing it would start a pilot program with autonomous shuttle company May Mobility in Atlanta.

Over the last year, Waymo has become the clear frontrunner in the race to deploy autonomous vehicles around the country. The company surpassed 100 million fully autonomous miles this summer, and earlier this week, Waymo said it had received an initial permit from the San Francisco airport to start doing test rides to and from the airport—a first for any ride-hail company.

There are other competitors, though none of them have come close to matching Waymo’s scale. Amazon-owned Zoox launched a small-scale free shuttle service in Las Vegas earlier this month. Tesla has been offering paid rides with a safety driver in the passenger seat in Tesla Ys since June. General Motors previously had rolled out its robotaxi service, Cruise, in several cities around the country, though it officially disbanded the effort last year in the aftermath of a serious accident and settlement.

As far as which partnerships will end up working best for Waymo, it appears the company is still sorting that out. When asked by Fortune at a conference last month what Waymo has learned from its various partnerships thus far, one of the company’s engineering executives said it was too soon to tell.

“It’s too early to say…” Srikanth Thirumalai, vice president of onboard engineering, said in August. “Things seem to be pointing in the right direction.”

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Waymo Lyft 自动驾驶 出行合作 纳什维尔 Autonomous Driving Mobility Partnership Nashville
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