--- title: "Chamath Palihapitiya Calls Tesla An 'Obvious Win,' Says Robotaxi, Alphabet's Waymo Will Overtake Uber And Lyft" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/242742127.md" description: "Billionaire investor Chamath Palihapitiya predicts that Tesla's Robotaxi and Alphabet's Waymo will dominate the autonomous vehicle market, potentially sidelining Uber and Lyft. He emphasizes that consumer preference for driverless rides is driven by privacy concerns. Palihapitiya sees Tesla as positioned for an \"obvious win\" as it scales its autonomous capabilities. Waymo's market share in San Francisco has surged to 27%, overtaking Lyft. Tesla plans to launch its robotaxi service in Austin on June 12, while Baidu expands its Apollo Go service internationally, enhancing competition in the autonomous vehicle sector." datetime: "2025-06-02T03:57:19.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/242742127.md) - [en](https://longbridge.com/en/news/242742127.md) - [zh-HK](https://longbridge.com/zh-HK/news/242742127.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/242742127.md) | [English](https://longbridge.com/en/news/242742127.md) # Chamath Palihapitiya Calls Tesla An 'Obvious Win,' Says Robotaxi, Alphabet's Waymo Will Overtake Uber And Lyft Billionaire investor **Chamath Palihapitiya** predicts **Tesla Inc.’s** TSLA **Robotaxi** and **Alphabet Inc**.’s GOOGL GOOG **Waymo** will dominate the autonomous vehicle market, potentially sidelining ride-hailing giants **Uber Technologies Inc.** UBER and **Lyft Inc.** LYFT. **What Happened:** In a Sunday post on X, Palihapitiya argued that consumer preference for driverless rides stems from privacy concerns rather than just cost considerations. “This is less about Uber or Lyft and more about a desire to ride alone without a person you don’t know who can overhear conversations or interrupt quiet contemplation,” he wrote. **The Social Capital** founder emphasized that autonomous technology represents “the experience of the future,” questioning whether existing ride-hailing apps can provide sufficient value once driverless options become widespread. He sees Tesla positioned for “an obvious win” as the company scales its autonomous capabilities. Palihapitiya’s comments followed data showing Waymo’s market penetration in San Francisco. According to **YipitData**, Waymo’s market share surged from nearly 0% in August 2023 to approximately 27% by April, overtaking Lyft’s 22% share while Uber maintained its lead at 53%. He predicted neither company would have “deep incentive to work with other apps” once they understand consumer preferences for driverless over traditional ride-hailing. **Why It Matters**: Tesla plans to launch its robotaxi service in Austin on June 12, starting with 10-20 Model Y vehicles equipped with Full Self-Driving technology and remote supervision. However, **The Future Fund**‘s **Gary Black** dismissed the launch as posing minimal risk to Uber’s business model. The autonomous vehicle race intensifies as **Baidu Inc.** BIDU expands its **Apollo Go** service internationally, providing 1.4 million rides in the first quarter of 2025 across 15 cities globally. With over 1,000 fully driverless vehicles deployed, Baidu positions itself as the world’s leading autonomous ride-hailing provider. - **Bitcoin, Ethereum, Dogecoin Hold Steady Amid US-China Trade War Tensions: Analyst Foresees ‘Big Party’ If BTC Reclaims $106,000** _Photo courtesy: Ken Wolter / Shutterstock.com_ ### 相關股票 - [Tesla (TSLA.US)](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [Alphabet (GOOGL.US)](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-HK/quote/GOOG.US.md) - [Direxion Daily Googl Bear 1x Shares (GGLS.US)](https://longbridge.com/zh-HK/quote/GGLS.US.md) - [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/zh-HK/quote/GGLL.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-HK/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-HK/quote/TSLL.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-HK/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-HK/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-HK/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-HK/quote/07366.HK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-HK/quote/TSLR.US.md) - [LYFT (LYFT.US)](https://longbridge.com/zh-HK/quote/LYFT.US.md) - [Uber Tech (UBER.US)](https://longbridge.com/zh-HK/quote/UBER.US.md) ## 相關資訊與研究 - [Anthropic Reportedly Accidentally Leaks Certain Claude Code Internal Source Code](https://longbridge.com/zh-HK/news/281339600.md) - [Gavin Newsom Hails Apple's '50 Years Of Innovation' As Tesla, Chevron, McKesson Leave California](https://longbridge.com/zh-HK/news/281496370.md) - [Every Major Hyperscaler Is Moving To Arm — Here's Why It Matters](https://longbridge.com/zh-HK/news/281502285.md) - [UK Competition Watchdog Seeks Feedback for Apple, Google App Store Commitments](https://longbridge.com/zh-HK/news/281375727.md) - [Anthropic Announces Yet Another Internal Leak. 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