Sep. 3 at 8:00 AM
$WRD Just a reminder.
WeRide is not just a robotaxi company. It operates a wide spectrum of applications. A brilliant strategy is being executed, yet the market has not figured this out yet.
1- WeRide invests a considerable amount of money in R&D. It's also one of the few companies that is actually recuperating those investments by monetising their Ai datacenter infrastructure and learning loops, and intelligent data labeling services. This helps both WeRide as well as its external customers (like Tencent, Alibaba, Bytedance, jd com, vip com, mercedes benz, chey, bosch, nvidia, megvii and alions technology).
2- WeRide is one a the very few AV companies that is monetising its data. It is, to my knowledge, the only AV company that took the L4 >L2 path succesfully. Not only does the data collected in L2 enviroments improve the overall reliability of L4. It also generates a serious revenue line. We've seen it showing up in Q2 - already improving GM substantially.