Скачать или смотреть China vs USA: Who Will Win Robotaxis?

China already has large-scale, driverless robotaxi operations:
Baidu Apollo Go – fully driverless rides in multiple cities
Pony.ai – expanding commercial zones
AutoX, WeRide – no safety driver in defined areas
📍 Cities like Wuhan, Beijing, Shenzhen have hundreds of robotaxis operating daily.
Key advantage:
China moved from testing → deployment faster.

USA still leads core autonomy R&D
The U.S. dominates in:
AI research
Simulation
Chip design
Software-first autonomy
Key players:
Waymo (Google) – gold standard in autonomy
Cruise (GM) – paused, but tech is strong
Tesla – vision-based approach, still supervised

Cost & Business Model
China advantages:
Cheaper vehicles
Government subsidies
Purpose-built robotaxis
Lower labor & hardware costs
USA challenges:
Expensive sensors
Legal risk
Higher insurance costs
Robotaxis are not just a tech problem — they’re an economics problem.

Tesla is:
Not running robotaxis yet
No driverless service
No regulatory approval
But…
Millions of cars collecting data
Cheap camera-only system
Massive compute infrastructure
🚀 If Tesla cracks true unsupervised FSD, the U.S. race changes overnight.