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- English · 原文Feels like every other car you see in SF is a Waymo. Short-medium term I see it as negligible impact to $UBER and $LYFT. Long term I see them cooked in US markets unless they act… Since autonomous vehicles can compress cost/margins of human ride shares by a lot. Then robotics can compress cost of delivery if Waymo launches a competitor to Uber Eats. Just like how people compare uber/lyft costs before rides, what people care about is lowest cost out of the bunch, and directionally Waymo/$TSLA would likely win there中文 · 翻译感觉在旧金山，每隔一辆车都能看到 Waymo。 短期到中期来看，我觉得这对 $UBER 和 $LYFT 的影响微乎其微。 长期来看，除非它们有所行动，否则在美国市场它们恐怕要完蛋了…… 因为自动驾驶汽车能大幅压缩人工网约车的成本/利润。如果 Waymo 再推出 Uber Eats 的竞争对手，那机器人送货还能进一步压缩配送成本。 就像大家打车前会比较 Uber/Lyft 的价格一样，人们最关心的就是哪家最便宜，从这个趋势来看，Waymo 和 $TSLA 很可能会赢。