Uber布局自动驾驶关键棋局：拟收购小马智行美国子公司_老虎社区_美港股上老虎

Uber布局自动驾驶关键棋局：拟收购小马智行美国子公司

华尔街见闻2025-06-27

被迫离开Uber八年后，创始人Travis Kalanick或将以意想不到的方式回归——帮助这家网约车巨头收购中国自动驾驶公司小马智行的美国业务，共同应对来自Waymo等竞争对手的威胁。据《纽约时报》6月26日报道，知情人士透露，Uber正与其联合创始人Travis Kalanick就资助其收购小马智行（Pony.ai）美国子公司进行初步谈判。这笔交易将让2017年被迫离职的Kalanick重新...

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Kalanick就资助其收购小马智行（Pony.ai）美国子公司进行初步谈判。这笔交易将让2017年被迫离职的Kalanick重新参与Uber业务，同时帮助这家网约车巨头应对来自Waymo等自动驾驶出租车服务日益激烈的竞争。\n如果交易完成，Kalanick将负责运营小马智行子公司。不过，谈判仍处于初步阶段，Uber作为投资方将在该公司中扮演何种角色尚不清楚。小马智行成立于2016年，在美国和中国均获得机器人出租车和卡车运营许可。该公司去年在美上市，融资2.6亿美元，目前市值约45亿美元。据知情人士透露，小马智行已为其美国子公司的出售或分拆做好准备。\n自动驾驶竞争加剧促使Uber调整战略\n此次合作谈判反映出自动驾驶技术对传统网约车模式的冲击正在加速。\nUber面临的竞争压力不断加剧。Waymo作为从谷歌分拆出来的无人驾驶汽车部门，其机器人出租车服务发展势头强劲。本月，特斯拉也在德克萨斯州奥斯汀推出了有限的机器人出租车服务。在旧金山等提供机器人出租车服务的城市，这些自动驾驶车辆已变得无处不在且颇受欢迎。\n目前Uber与Waymo既合作又竞争。在凤凰城，乘客可通过Uber应用订购Waymo汽车；在奥斯汀，Waymo的机器人出租车使用Uber标识。但Waymo已扩展到更多城市，可能侵蚀Uber的业务份额。\n在现任首席执行官Dara Khosrowshahi领导下，Uber已与约18家自动驾驶公司建立合作关系，包括Wayve、May Mobility和WeRide，在欧洲、中东和亚洲推出无人驾驶汽车服务试点项目。\nKhosrowshahi在播客访谈中表示，目标是在Uber网络上“部署尽可能多的汽车”。他坚持认为，尽管自动驾驶汽车稳步增长，但网约车网络在未来数年内将同时拥有人类和机器人司机。\n昔日对手关系回暖\n而负责此次收购的主角之一——Kalanick，自2017年因董事会政变被迫离开Uber后，现年48岁的他一直经营虚拟餐厅初创公司CloudKitchens。过去一年中，他对机器人技术产生了浓厚兴趣，在部分CloudKitchens引入机器人为顾客准备食物，并试验自动化厨房制作外卖食品。\n知情人士透露，过去一年中Kalanick和Khosrowshahi开始更频繁地交流，讨论机器人技术、外卖配送、Uber Eats和CloudKitchens的增长，以及自动驾驶汽车的兴起。这些对话以及时间的推移，使两人曾经冰冷的关系有所缓和。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}