近日,在《The Diary of a CEO》最新一期节目中,被称为“女版巴菲特”的木头姐Cathie Wood再次强调看好Robotaxi未来发展。她指出,AI不再是技术问题,而是成本问题,“Robotaxi的成败,关键是成本模型能不能跑通。”当前,百度旗下的萝卜快跑、谷歌Waymo、特斯拉被公认是全球无人驾驶的三大玩家。木头姐表示,10年前预期能够实现无人驾驶的公司,目前只有这三家成功落地。相比特斯拉以及Waymo,投资人Gary Black更看好萝卜快跑的长期发展,他直言,萝卜快跑每辆车造车成本仅2.8万美元,相比Waymo成本优势明显,已超越特斯拉成为“无人驾驶的领导者”。据彭博社报道,萝卜快跑已在全球累计提供超1100万次无人出行服务,超过Waymo的1000万。在近期的Sohn香港投资峰会上,无人驾驶成为对冲基金的首选股之一。Flight Deck Captial创始人兼执行合伙人 Jay Kahn 表示,百度旗下的萝卜快跑在中国是独一无二的,看好百度股价的上升潜力。自今年3月建仓以来,“木头姐”已连续7次增持百度股票,累计持仓近30万股。据悉,百度是木头姐近期唯一加仓的中国公司。
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