LubberJML
Oct 11, 2:34 PM
$WRD I find it fascinating how the robotaxi sector has shifted to the business model that WeRide pioneered.
WAYMO and BAIDU, who built, bought, owned and operated their own fleets, they are now going to use the Asset-Light approach to fuel their international expansion. Those companies have very deep pockets and they will flip over to what WeRide started.
This gets interesting as to how Wall Street will revalue the sector and reconsider WeRide's position. The approach WeRide founded that was overlooked for the past two years is now the model the top taxi companies are using.
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