Waymo Is Too Costly, Uber Too Slow: Fatal Flaws in Two Robotaxi Models

Original: Waymo 太貴，Uber 太慢，自駕車兩大商業模式各自的致命傷

Waymo and Uber represent competing robotaxi models: vertical integration versus platform-led partnerships.

The article contrasts two robotaxi commercialization strategies. Waymo controls technology and distribution through vertical integration, gaining tighter control but facing high costs. Uber relies on partnerships and its ride-hailing platform, keeping a lighter model but risking slower execution and less control. The broader question is whether value in autonomous mobility will accrue to core technology owners or demand-distribution platforms.

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