Gary Black Tracker
2025.05.21 12:27

$Baidu(BIDU.US) ‘s Apollo Go autonomous ride hailing business has now completed 11 million paid autonomous rides, making it the world’s autonomous ride hailing leader. For context $Alphabet - C(GOOG.US) ‘s Waymo has now completed 2M paid autonomous rides, while $Tesla(TSLA.US) has completed zero. In 1Q, Apollo Go expanded its driverless ride hailing business into Dubai and Abu Dhabi.

From BIDU’s 1Q earnings release:

•Apollo Go expanded into Dubai and Abu Dhabi in March 2025. In May, Apollo Go commenced open-road validation testing in Dubai.

•Apollo Go entered into a long-term strategic partnership with CAR Inc., China's leading auto rental service provider, in May 2025 to launch fully autonomous vehicle rental services.

•Apollo Go obtained permission to conduct open-road testing with designated passengers in Hong Kong in April 2025.

•Apollo Go provided over 1.4 million rides in the first quarter of 2025, up 75% year over year, underscoring the accelerating momentum of its scaled operations. As of May 2025, the cumulative rides provided to the public by Apollo Go surpassed 11 million.

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