May. 30 at 10:25 AM
$WRD I made a head-to-head comparison between Waymo’s new Ojai (based on Zeekr RT) and WeRide’s GXR (based on Farizon SV).
I think many Robotaxi companies are moving to a GXR-like form factor…as they say copying is the highest form of flattery.
Waymo Ojai,
VW ID.Buzz,
Stellantis (Peugeot Pony)
Note: these are estimates, and do not have the expected -15% cost downs taken into account, that are expected in coming WeRide generations (once they start vertical integration). Also, tariff exposure calculation only applies for Chinese imports in the US. WeRide will also have a tariff on landed cost, in other regions.