【學英文看科技】無人駕駛巨頭Waymo擴張與挑戰並存,新創估值衝破天際,還有微移動的逆襲重生!
2025-6-27
| 2025-6-27
字數 3124閱讀時間 8 分鐘
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📢【新聞標題】

Waymo's Wild Week, Micromobility's Return, and Applied Intuition's Eye-Popping Valuation
Waymo 的瘋狂一周、微移動的回歸,以及 Applied Intuition 令人瞠目結舌的估值

📰【摘要】

This week's TechCrunch Mobility covers Waymo's service adjustments and expansion plans, the resurgence of micromobility with insights from industry leaders, Applied Intuition's impressive valuation, and other notable deals and news in the transportation sector, including electric vehicles, autonomous vehicles, and the future of flight.
本周的 TechCrunch Mobility 涵蓋了 Waymo 的服務調整和擴張計畫、微移動的復甦以及來自行業領導者的見解、Applied Intuition 令人印象深刻的估值,以及交通運輸領域的其他值得關注的交易和新聞,包括電動汽車、自動駕駛汽車和飛行的未來。

🗝️【關鍵詞彙表】

📝 burgeoning (adj.)

  • 蓬勃發展的、新興的
  • 例句: The past seven days in Waymo’s world illustrates just how dynamic the burgeoning robotaxi business can be.
  • 翻譯: Waymo 過去七天的經歷表明了新興的無人計程車業務有多麼充滿活力。

📝 valuation (n.)

  • 估值
  • 例句: Applied Intuition keeps attracting investors, and it has an eye-popping valuation to show for it.
  • 翻譯: Applied Intuition 一直在吸引投資者,並且其估值令人瞠目結舌。

📝 consolidation (n.)

  • 鞏固、整合
  • 例句: Micromobility went through a period of consolidation and tightening capital, which forced the industry to grow up.
  • 翻譯: 微移動經歷了一段鞏固和資本收緊的時期,這迫使該行業成長。

📝 viable (adj.)

  • 可行的、能獨立生存的
  • 例句: Shared micromobility has evolved from a public nuisance to a viable form of public transportation.
  • 翻譯: 共享微移動已經從公共妨礙發展成為一種可行的公共交通方式。

📝 ramp up (v.)

  • 增加、加強
  • 例句: Expect lobbying activity to ramp up in the state.
  • 翻譯: 預計在該州的遊說活動將會加強。

📝 tender offer (n.)

  • 收購要約
  • 例句: Applied Intuition closed a $600 million Series F and tender offer.
  • 翻譯: Applied Intuition 完成了 6 億美元的 F 輪融資和收購要約。

📝 foothold (n.)

  • 立足點、據點
  • 例句: Voi also said it would be interested in acquiring companies, like Bolt’s micromobility business, to deepen its foothold.
  • 翻譯: Voi 還表示有興趣收購 Bolt 的微移動業務等公司,以加深其立足點。

✍️【文法與句型】

📝 ...just how dynamic...can be.

  • 說明: Used to emphasize the extent or degree to which something is dynamic.
  • 翻譯: 用於強調某事物充滿活力的程度或範圍。
  • 例句: The past seven days in Waymo’s world illustrates just how dynamic the burgeoning robotaxi business can be.
  • 翻譯: Waymo 過去七天的經歷表明了新興的無人計程車業務有多麼充滿活力。

📝 ...prioritizing using data to...

  • 說明: Describes the action of giving priority to the use of data for a specific purpose.
  • 翻譯: 描述優先使用數據以達到特定目的的行為。
  • 例句: Washinushi also noted that Bird is prioritizing using data to deploy vehicles at the right place and time.
  • 翻譯: Washinushi 還指出,Bird 正在優先使用數據在正確的時間和地點部署車輛。

📖【全文與翻譯】

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. Sign up here for free — just click TechCrunch Mobility!
歡迎回到 TechCrunch Mobility —— 您獲取有關交通運輸未來的新聞和見解的中心樞紐。在此處免費註冊 —— 只需點擊 TechCrunch Mobility!

Waymo might be the largest commercial robotaxi operator — offering 250,000 paid rides per week — but it is hardly smooth.
Waymo 可能是最大的商業無人計程車運營商 —— 每周提供 25 萬次付費乘車服務 —— 但這並非一帆風順。

The past seven days in Waymo’s world illustrates just how dynamic the burgeoning robotaxi business can be.
Waymo 過去七天的經歷表明了新興的無人計程車業務有多麼充滿活力。

The company limited service nationwide on June 13 ahead of scheduled “No Kings” protests against President Donald Trump and his policies.
6 月 13 日,在計劃舉行的反對唐納德·特朗普總統及其政策的「沒有國王」抗議活動之前,該公司限制了全國範圍內的服務。

Days later, Waymo announced it was expanding its robotaxi service area by another 80 square miles in Los Angeles, the San Francisco Bay Area, and Silicon Valley.
幾天後,Waymo 宣布將在洛杉磯、舊金山灣區和矽谷再擴大 80 平方英里的無人計程車服務區域。

And now Waymo is eyeing the biggest city in the United States: New York City.
現在,Waymo 正將目光投向美國最大的城市:紐約市。

One note on NYC: This will be a marathon for Waymo.
關於紐約市的一點說明:這對 Waymo 來說將是一場馬拉松。

The company is applying for a permit to test its autonomous vehicles in the city, but even if it gets approved, it won’t mean driverless testing.
該公司正在申請許可證,以便在該市測試其自動駕駛汽車,但即使獲得批准,也不意味著可以進行無人駕駛測試。

A truly driverless (no human behind the wheel) vehicle will require a change in state law.
真正的無人駕駛(沒有人在方向盤後面的)車輛將需要修改州法律。

Expect lobbying activity to ramp up in the state.
預計在該州的遊說活動將會加強。

Let’s get into the rest of the news.
讓我們進入其餘的新聞。

Applied Intuition keeps attracting investors, and it has an eye-popping valuation to show for it.
Applied Intuition 一直在吸引投資者,並且其估值令人瞠目結舌。

The buzzy startup, which makes software that helps companies and government agencies develop autonomous vehicle solutions such as simulation software and managing data, closed a $600 million Series F and tender offer.
這家熱門的新創公司生產的軟體可協助公司和政府機構開發自動駕駛汽車解決方案,例如模擬軟體和管理數據,該公司完成了 6 億美元的 F 輪融資和收購要約。

That round, which was co-led by BlackRock-managed funds and Kleiner Perkins, pushed its valuation up to $15 billion.
該輪融資由 BlackRock 管理的基金和 Kleiner Perkins 共同領投,將其估值推高至 150 億美元。

Yes, $15 billion.
是的,150 億美元。

Other investors included Qatar Investment Authority, Abu Dhabi Investment Council, Greycroft, and more.
其他投資者包括卡塔爾投資局、阿布達比投資委員會、Greycroft 等。

Existing investors General Catalyst, Lux, Elad Gil, and Mary Meeker’s growth fund Bond also participated.
現有投資者 General Catalyst、Lux、Elad Gil 和 Mary Meeker 的成長基金 Bond 也參與了投資。

Reminder: The round comes just one year after it completed a $250 million Series E, which put the company at a $6 billion valuation.
提醒:該輪融資距離其完成 2.5 億美元的 E 輪融資僅一年,當時該公司的估值為 60 億美元。

This newsletter used to have a dedicated section for micromobility, a reflection of its popularity at the time.
這份電子報過去有一個專門介紹微移動的部分,反映了當時微移動的受歡迎程度。

Micromobility went through a period of consolidation and tightening capital, which forced the industry to grow up.
微移動經歷了一段鞏固和資本收緊的時期,這迫使該行業成長。

But it hasn’t disappeared, and that’s why I’m bringing it back this week (and occasionally in the future).
但它並沒有消失,這就是我本周(以及未來偶爾)將其帶回的原因。

Reporter Rebecca Bellan hosted a roundtable with Voi CEO Fredrik Hjelm, Bird co-CEO Michael Washinushi, and Dott/Tier CEO Henri Moissinac at the Micromobility Europe event in Brussels.
記者 Rebecca Bellan 在布魯塞爾舉行的 Micromobility Europe 活動中主持了一場圓桌會議,與 Voi CEO Fredrik Hjelm、Bird 聯合 CEO Michael Washinushi 和 Dott/Tier CEO Henri Moissinac 進行了討論。

Here are some of her insights from the panel and from the broader event:
以下是她從座談會和更廣泛活動中獲得的一些見解:

Shared micromobility has evolved from a public nuisance to a viable form of public transportation. Cities like Paris are now handing out four-year contracts, which will help operators set down roots.
共享微移動已經從公共妨礙發展成為一種可行的公共交通方式。像巴黎這樣的城市現在正在發放為期四年的合約,這將有助於營運商紮根。

Europe has had an easier time of it than the U.S. Washinushi reckons North America is 18 to 24 months behind Europe in accepting micromobility as public transportation.
歐洲的情況比美國更容易。Washinushi 認為,北美在接受微移動作為公共交通工具方面比歐洲落後 18 到 24 個月。

The companies that have survived the last few years are better and stronger, and are now working toward profitability and deepening growth in core markets.
在過去幾年中倖存下來的公司更好更強大,現在正在努力實現盈利並深化核心市場的成長。

Bird, for example, is estimating it is 12 to 18 months away from free cash flow positivity.
例如,Bird 預計距離自由現金流轉正還有 12 到 18 個月。

Operators are doing that in a number of ways.
營運商正在以多種方式做到這一點。

Voi, for example, is tapping LLMs to turn user feedback into real-time, actionable insights.
例如,Voi 正在利用 LLM 將用戶回饋轉化為即時、可行的見解。

Voi also said it would be interested in acquiring companies, like Bolt’s micromobility business, to deepen its foothold.
Voi 還表示有興趣收購 Bolt 的微移動業務等公司,以加深其立足點。

All of the companies said they plan to add more e-bikes to the mix.
所有公司都表示計劃增加更多電動自行車。

Washinushi also noted that Bird is prioritizing using data to deploy vehicles at the right place and time.
Washinushi 還指出,Bird 正在優先使用數據在正確的時間和地點部署車輛。

The CEOs also said that they want to see more from cities in terms of enforcing scooter caps, policing rider behavior, and creating dedicated infrastructure like protected bike lanes.
CEO 們還表示,他們希望看到城市在執行滑板車數量上限、監管騎手行為以及創建受保護的自行車道等專用基礎設施方面做得更多。

Honda launched an all-electric last-mile delivery vehicle called the Fastporte Quad.
本田推出了一款名為 Fastporte Quad 的全電動最後一哩路運送車輛。

The eQuad comes in two sizes built on the same basic platform, small and large.
eQuad 有兩種尺寸,均基於相同的基本平台,分別為小型和大型。

Both are smaller than the smallest Mini Cooper but can carry between 320 and 650 pounds.
兩者都比最小的 Mini Cooper 還小,但可以攜帶 320 到 650 磅的貨物。

They have pedals, and their top speed is limited to 12 mph (20 kph), both requirements to keep them bike-lane legal.
它們有踏板,並且最高速度限制為 12 英里/小時(20 公里/小時),這兩個要求都是為了保持它們在自行車道上的合法性。

VanMoof is back and has launched its first e-bike since bankruptcy.
VanMoof 回歸了,並推出了自破產以來的首款電動自行車。

Tesla has partnered with Electrify Expo to launch full-weekend EV test drives.
特斯拉已與 Electrify Expo 合作推出全週末的電動汽車試駕活動。

Zoomcar, the Indian car-sharing marketplace, said a hacker accessed the personal data of at least 8.4 million customers, including their names, phone numbers, and car registration numbers.
印度汽車共享市場 Zoomcar 表示,駭客存取了至少 840 萬客戶的個人資料,包括姓名、電話號碼和汽車註冊號碼。

The company became aware of the incident after some of its employees received external communications from a threat actor who claimed to have gained access to the company’s data.
在一些員工收到來自威脅者的外部通訊後,該公司意識到該事件,該威脅者聲稱已存取該公司的資料。

The Paris Air Show included lots of news under the ever-evolving category I call “Future of flight.”
巴黎航展包括了許多新聞,這些新聞都屬於我稱之為「飛行的未來」的不斷發展的類別。

Too much to cover everything here, but there were a few highlights: an announcement from U.S. DOT Secretary Sean Duffy that the Federal Aviation Administration and four other regulators will collaborate on an advanced air mobility (AAM) roadmap...
這裡要涵蓋所有內容太多了,但有一些重點:美國運輸部部長 Sean Duffy 宣布,美國聯邦航空管理局和其他四個監管機構將合作制定先進空中交通 (AAM) 路線圖……

🔗【資料來源】
文章連結:<https://techcrunch.com/2025/06/20/techcrunch-mobility-applied-intuitions-eye-popping-valuation-the-new-age-of-micromobility-and-waymos-wild-week/>
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