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Robotaxis Hit Global Fast Lane

Robotaxis are no longer just a Silicon Valley dream. From Waymo’s all-weather rides to Baidu’s budget robotaxis, the US and China are taking very different roads to the same destination. Here’s how the global robotaxi rivalry is unfolding, and what it means for the future of mobility. ——– Like this video? Subscribe to Bloomberg Technology…

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Robotaxis are no longer just a Silicon Valley dream. From Waymo’s all-weather rides to Baidu’s budget robotaxis, the US and China are taking very different roads to the same destination. Here’s how the global robotaxi rivalry is unfolding, and what it means for the future of mobility.
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30 Comments

30 Comments

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  22. @dashawnsmith6010

    September 27, 2025 at 1:08 pm

    Tesla is the best

  23. @joweb1320

    September 27, 2025 at 2:05 pm

    I would rather drive my own car.

  24. @theotheleo6830

    September 27, 2025 at 2:08 pm

    Narrator: But who is winning the robotaxi race? It’s too early to tell.

    Too early to tell? That’s not what the picture tells us. It shows Waymo in the US, a single Waymo icon in Europe, and another icon in Japan. However, it shows Chinese robotaxi icons spread across two continents. Wtf?

  25. @philipcarson-n2p

    September 27, 2025 at 3:52 pm

    Tesla Robotaxis will crush any competition in the USA, and potentially elsewhere within the next year. Easily.

  26. @factslogic5927

    September 27, 2025 at 9:42 pm

    When you mentions the Robottaxi from Tesla you skipped a major Information that currently at least that a real person is required to supervise the car, So it’s not really Autonomous Yet

  27. @CripleMusic

    September 28, 2025 at 5:03 am

    If this ever goes to a subscription based on mileage, I’ll happily never drive again

  28. @mariacheebandidos7183

    September 28, 2025 at 10:36 am

    0:20 are there really two “tech superpowers”?
    or is there just the one, with all the technology inventions, innovations, ideas, … and everyone else is just… copying, “fast following”?

  29. @timothyshiu2263

    September 28, 2025 at 12:08 pm

    Does AI alone is enough for self driving? It’s almost 2 decades

  30. @MaxEmberson

    September 28, 2025 at 7:53 pm

    The Robotaxi coverage will be more like 5-20% of the rider market by 2030 and 70-90% by 2040! Correct comment that China & USA are pouring in resources for Robtaxi is true – but “not” to gain just 1.4% by 2040 – but to totally dominate the car, ride-share and delivery markets with their platforms. Yes there have been challenges that are mainly resolved, now they are scaling globally.

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

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00:26:18 – Andrew Kreitz, Castelion
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00:41:18 – Greg Ryan, Bloomberg News
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Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
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