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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

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

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00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
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00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
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Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
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