Explained: Are Robotaxis Expanding Ridesharing?

Описание: Annual ridesharing sales from Robotaxis may generate as much as $15-$20 billion in additional income, pushing the overall market to $325-$330 billion by 2030. Waymo appears poised to benefit from this expansion thanks to its alliance with auto OEMs, while Tesla’s market share depends on improving its software. China’s market may be more fragmented, with launches from Baidu, Didi, Pony AI, ByteDance, AutoX and WeRide.

Analysts: Mandeep Singh

Hosted, Produced & Edited by: Jeremy Walker
———

Bloomberg Intelligence is independent research for investors and corporations. We provide interactive data & fundamental insights on markets, industries, companies and credits around the globe, all available at BI GO on the Bloomberg terminal.

Interested in more? For more data and research visit { BI } on the Bloomberg Terminal.


🚨🚨🚨

🎥 Subscribe to our YouTube Channel:    / @bloombergintelligence  

🖥️ https://www.bloomberg.com/professiona...

𝕏 https://x.com/BBGIntelligence

🎙️ BI Podcasts: https://www.bloomberg.com/professiona...

📈 Connect with us on LinkedIn:   / bloomberg-intelligence  

🚨🚨🚨


////

The data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except (i) in Argentina, Australia and certain jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand, where Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products, and (ii) in Singapore and the jurisdictions serviced by Bloomberg’s Singapore office, where a subsidiary of BFLP distributes these products. BLP provides BFLP and its subsidiaries with global marketing and operational support and service. Certain features, functions, products and services are available only to sophisticated investors and only where permitted. BFLP, BLP and their affiliates do not guarantee the accuracy of prices or other information in the Services. Nothing in the Services shall constitute or be construed as an offering of financial instruments by BFLP, BLP or their affiliates, or as investment advice or recommendations by BFLP, BLP or their affiliates of an investment strategy or whether or not to “buy,” “sell,” or “hold” an investment. Information available via the Services should not be considered as information sufficient upon which to base an investment decision. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries: BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg’s intellectual property rights in that name, mark or logo. All rights reserved. © 2025 Bloomberg.

Bloomberg Intelligence is a service provided by Bloomberg Finance L.P. and its affiliates. ("Bloomberg"). Bloomberg is not an officially recognized credit rating agency in any jurisdiction, and customers should not use or rely on Bloomberg Intelligence to comply with applicable laws or regulations that prescribe the use of ratings issued by accredited or otherwise recognized credit rating agencies. Bloomberg Intelligence Credit and Company research may not be available in certain jurisdictions.

Bloomberg Intelligence shall not constitute, nor be construed as, investment advice or investment recommendations (i.e., recommendations as to whether or not to “buy,” “sell,” “hold,” or to enter or not to enter into any other transaction involving any specific interest) or a recommendation as to an investment or other strategy. No aspect of the Bloomberg Intelligence function is based on the consideration of a customer's individual circumstances. Bloomberg Intelligence should not be considered as information sufficient upon which to base an investment decision. Customers should determine on their own whether they agree with Bloomberg Intelligence. Bloomberg Intelligence should not be construed as tax or accounting advice or as a service designed to facilitate any Bloomberg Intelligence customer’s compliance with its tax, accounting, or other legal obligations. Bloomberg believes that the information it uses in Bloomberg Intelligence comes from reliable sources, but does not guarantee the accuracy of information contained in Bloomberg Intelligence. Employees involved in Bloomberg Intelligence may hold positions in the securities analyzed or discussed on Bloomberg Intelligence.

Bloomberg makes no claims or representations, or provides any assurances, about the sustainability characteristics, profile or data points of any underlying issuers, products or services, and users should make their own determination on such issues.

////