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Obi 的最新分析显示,在旧金山叫车市场里,Waymo 的价格与等待时间正变得更有竞争力,逐步逼近 Uber 与 Lyft;这意味自动驾驶叫车可能正朝「更便宜、可更广泛供应」的承诺靠近。

相较于 2025 年春季 Waymo 价格比 Uber/Lyft 高出约 30%~40%,到 2025 年 11、12 月,Waymo 只比 Uber 贵 13%、比 Lyft 贵 27%,且在非尖峰时段更具优势;行程越长,与人类驾驶服务的单位距离差距也越小。

等待时间方面,Waymo 也从先前明显落后改善到普遍短于 Uber、接近 Lyft,但在下午 4 点到 6 点会出现价格与等候时间同步飙升;Obi 执行长指出,缩短等待有助于让三者在同一个需求场上更公平竞争。

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Obi’s latest ride-hail data suggests that in San Francisco, Waymo’s robotaxi service is becoming more competitive on both price and pickup times, narrowing the gap with Uber and Lyft and hinting at progress toward cheaper, more widely available autonomous rides.

Compared with Obi’s spring 2025 snapshot—when Waymo trips were priced roughly 30–40% above Uber and Lyft—by November and December 2025 Waymo was about 13% more expensive than Uber and 27% more than Lyft, with stronger competitiveness outside rush hours and smaller per-kilometer gaps on longer trips.

Tesla stands apart: its Bay Area ride-hail service uses fewer than 200 vehicles over a large area and is not fully autonomous, leading to much longer waits (around 15 minutes on average) but markedly lower fares (about $7.50–$8), a pricing strategy aimed at building familiarity with the Tesla Robotaxi app ahead of a future true robotaxi rollout.
2026-01-29 (Thursday) · aaa654e067a056728c6c670638770a7d39b80db7