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📢【標題】
TechCrunch 行動出行週報：自動駕駛擴張、挑戰與產業新動向
TechCrunch Mobility Weekly: Autonomous Vehicle Expansion, Challenges, and Industry Updates
📰【摘要】
This week's TechCrunch Mobility highlights the accelerating pace of autonomous vehicle deployment, with Waymo expanding testing in Philadelphia and other cities, and Uber/Avride launching robotaxi services in Dallas. Simultaneously, the industry faces increasing scrutiny and challenges, exemplified by Waymo's incidents involving school buses and a fatal accident with a cat. The report also covers significant executive changes at Lucid Motors, major deals in electric aviation and AV software, and other notable news regarding Amazon's delivery plans, Tesla's FSD features, and a rollback of fuel economy standards. A recent poll suggests low confidence in mass robotaxi adoption by 2026, with most expecting it before the end of the decade.
本週的 TechCrunch 行動出行報告強調了自動駕駛汽車部署的加速步伐，Waymo 在費城和其他城市擴大測試，Uber 和 Avride 在達拉斯推出機器人計程車服務。與此同時，該行業面臨越來越多的審查和挑戰，例如 Waymo 涉及校車的事件和一起致命的貓咪事故。報告還涵蓋了 Lucid Motors 的重大高管變動、電動航空和自動駕駛軟體領域的重大交易，以及其他值得關注的新聞，包括亞馬遜的配送計畫、特斯拉的 FSD 功能，以及燃油經濟性標準的倒退。最近的一項民意調查顯示，大多數人預計機器人計程車將在本世紀末前實現大規模普及，但對 2026 年實現這一目標的信心不高。
🗝️【關鍵詞彙表】
📝 autonomous vehicles (AVs)
中文翻譯：自動駕駛車輛
例句：Waymo started testing its autonomous vehicles in Philadelphia.
中文翻譯：Waymo 開始在費城測試其自動駕駛車輛。
📝 percolates into
中文翻譯：滲透到、逐漸散播到
例句：As autonomous vehicle tech percolates into the cityscape, so has the criticism and challenges.
中文翻譯：隨著自動駕駛技術滲透到城市景觀中，批評和挑戰也隨之而來。
📝 escalate (v.)
中文翻譯：升級、惡化
例句：And now it might escalate thanks to new video.
中文翻譯：現在，由於新的影片，情況可能會惡化。
📝 ramping up production
中文翻譯：提高產量、加速生產
例句：Lucid, which is in the middle of ramping up production of its Gravity SUV, has patched some of these vacancies.
中文翻譯：Lucid 正在提高其 Gravity SUV 的產量，並已填補了一些空缺職位。
📝 carving out a business
中文翻譯：開創一番事業、開拓市場
例句：Electric aircraft maker Beta Technologies... is carving out a nice little supplier business for itself.
中文翻譯：電動飛機製造商 Beta Technologies ... 正在為自己開創一個不錯的小型供應商業務。
📝 hedge (n.)
中文翻譯：對沖、預防措施、限定條件
例句：Of course, “potential” is an important hedge.
中文翻譯：當然，「潛在」是一個重要的限定條件。
📝 tipping point (n.)
中文翻譯：轉捩點、臨界點
例句：Most readers picked “before the end of the decade,” which received 47.2% of the vote, followed by the “2030s,” for when robotaxis would reach a tipping point of mass adoption.
中文翻譯：大多數讀者選擇「本世紀末之前」（獲得 47.2% 的選票），其次是「2030 年代」，作為機器人計程車達到大規模普及的轉捩點。
📝 mandated (v.)
中文翻譯：強制規定、指令
例句：The previous fuel economy standard, set under the Biden administration, mandated fuel economy of 50.4 mpg by 2031.
中文翻譯：拜登政府先前設定的燃油經濟性標準，強制規定到 2031 年實現 50.4 英里/加侖的燃油經濟性。
✍️【文法與句型】
📝 ...either [Option A] or [Option B]...
英文說明：This structure is used to present two alternative options. Both options A and B should be grammatically parallel (e.g., both verbs, both noun phrases).
中文翻譯：這個結構用於呈現兩個替代選項。選項 A 和選項 B 在文法上應該平行（例如，都是動詞或都是名詞片語）。
例句：Another week, another round of announcements about robotaxis either launching or planning to in cities.
中文翻譯：又是一週，又一輪關於機器人計程車要麼在城市推出，要麼計畫推出的公告。
📝 As [Situation X happens], so has [Related Outcome Y].
英文說明：This construction uses "so has/have" to indicate that a related outcome Y has also occurred as a result or in parallel with situation X. It often involves inversion for emphasis.
中文翻譯：此結構使用「so has/have」來表示與情況 X 同時發生或作為其結果的相關結果 Y。它通常採用倒裝語序以加強語氣。
例句：As autonomous vehicle tech percolates into the cityscape, so has the criticism and challenges.
中文翻譯：隨著自動駕駛技術滲透到城市景觀中，批評和挑戰也隨之而來。
📝 ...is in the middle of + [verb-ing] / [noun phrase]
英文說明：This phrase indicates that someone or something is currently engaged in an activity or process. The verb following "of" must be in the gerund form (-ing).
中文翻譯：此片語表示某人或某事正在進行某項活動或過程。「of」後面的動詞必須使用動名詞形式（-ing）。
例句：Lucid, which is in the middle of ramping up production of its Gravity SUV, has patched some of these vacancies with a mix of internal promotions and outside hires.
中文翻譯：Lucid 正在加速生產其 Gravity SUV，並已通過內部晉升和外部招聘相結合的方式填補了一些空缺職位。
📖【全文與翻譯】
Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free —just click TechCrunch Mobility!
歡迎回到 TechCrunch Mobility — 您獲取交通運輸未來新聞與見解的中心。若要將此內容發送到您的收件箱，請在此處免費註冊 — 只需點擊 TechCrunch Mobility！
Another week, another round of announcements about robotaxis either launching or planning to in cities. Let’s take stock.
又是一週，又一輪關於機器人計程車要麼在城市推出，要麼計畫推出的公告。讓我們盤點一下。
Waymo started testing its autonomous vehicles (with a safety monitor) in Philadelphia and will start manual driving to collect data in Baltimore, St. Louis, and Pittsburgh; Uber and Avride launched a robotaxi service in Dallas that will initially include a human safety operator behind the wheel; and the California Department of Motor Vehicles released revised rules that would allow companies to test and eventually deploy self-driving trucks on public highways in the state.
Waymo 開始在費城測試其自動駕駛汽車（配備安全監控員），並將在巴爾的摩、聖路易斯和匹茲堡開始手動駕駛以收集數據；Uber 和 Avride 在達拉斯推出了一項機器人計程車服務，初期將配備一名人類安全操作員；加州車輛管理局發布了修訂後的規定，允許公司在該州公共高速公路上測試並最終部署自動駕駛卡車。
Autonomous vehicle tech is scaling and the pace is quickening. But should it?
自動駕駛汽車技術正在擴展，步伐正在加快。但它應該如此嗎？
As autonomous vehicle tech percolates into the cityscape, so has the criticism and challenges. A couple of recent incidents illustrate this point.
隨著自動駕駛汽車技術滲透到城市景觀中，批評和挑戰也隨之而來。最近發生的幾起事件說明了這一點。
The National Highway Traffic Safety Administration has asked Waymo for more information about its self-driving system and operations following reports from the Austin School District that its robotaxis illegally passed school buses 19 times this year. The agency already opened an investigation into Waymo’s performance around school buses.
美國國家公路交通安全管理局已要求 Waymo 提供更多關於其自動駕駛系統和操作的資訊，此前奧斯汀學區報告稱，Waymo 的機器人計程車今年非法超車校車 19 次。該機構已對 Waymo 在校車周圍的表現展開調查。
Then there is KitKat, the bodega cat that died after a Waymo robotaxi ran him over on October 27. The company was already facing criticism over the event. And now it might escalate thanks to new video. The NYT tracked down surveillance video that shows a woman crouching beside the Waymo trying to lure KitKat to safety before the vehicle suddenly pulled away.
然後是 KitKat，這隻商店貓在 10 月 27 日被一輛 Waymo 機器人計程車撞倒後死亡。該公司已經因這起事件面臨批評。現在，由於新的影片，情況可能會惡化。紐約時報追蹤到一段監視影片，顯示一名女子蹲在 Waymo 旁邊，試圖引誘 KitKat 到安全的地方，然後車輛突然駛離。
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San Francisco | October 13-15, 2026
舊金山 | 2026 年 10 月 13 日至 15 日
A LITTLE BIRD
Image Credits: Bryce Durbin
小道消息
圖片來源：Bryce Durbin
A lot of changes have been happening at Lucid Motors recently, according to some little birds.
根據一些小道消息，Lucid Motors 最近發生了許多變化。
As many of you already know, the company has lost a number of top executives, including former CEO and CTO Peter Rawlinson and most recently, chief designer Eric Bach.
正如許多人已經知道的，該公司已經失去了多位高層主管，包括前執行長兼技術長 Peter Rawlinson，以及最近的首席設計師 Eric Bach。
Lucid, which is in the middle of ramping up production of its Gravity SUV, has patched some of these vacancies with a mix of internal promotions and outside hires.
Lucid 正在加速生產其 Gravity SUV，並已通過內部晉升和外部招聘相結合的方式填補了一些空缺職位。
And the changes keep coming. A few little birdies told us this week that a handful or more of top managers on its software and electrical teams were let go, including two senior directors who started with Lucid around a decade ago.
而且變動仍在持續。一些小道消息人士本週告訴我們，其軟體和電氣團隊的少數幾位或更多高層經理被解雇，其中包括兩位大約十年前就加入 Lucid 的資深總監。
Got a tip for us? Email Kirsten Korosec at [email protected] or my Signal at kkorosec.07, or email Sean O’Kane at [email protected].
有什麼消息要告訴我們嗎？請發送電子郵件至 Kirsten Korosec ([email protected]) 或我的 Signal (kkorosec.07)，或發送電子郵件至 Sean O’Kane ([email protected])。
DEALS!
Image Credits: Bryce Durbin
交易！
圖片來源：Bryce Durbin
Electric aircraft maker Beta Technologies, which went public last month, is carving out a nice little supplier business for itself. Which is fitting since the Vermont-based company is aiming to be an OEM to the aviation sector.
電動飛機製造商 Beta Technologies 上個月上市後，正在為自己開創一個不錯的小型供應商業務。這很合適，因為這家總部位於佛蒙特州的公司旨在成為航空領域的原始設備製造商（OEM）。
The company locked in a deal to supply air taxi company Eve Air Mobility with its electric pusher motors. Beta says the agreement is a potential 10-year opportunity valued at $1 billion.
該公司達成一項協議，為空中計程車公司 Eve Air Mobility 供應其電動推進器馬達。Beta 表示，這項協議是一個潛在的 10 年機會，價值 10 億美元。
Of course, “potential” is an important hedge. That $1 billion is not guaranteed, even if shareholders translated it as such (stocks popped 8% following the news). Still, Beta is finding a near-term revenue path as it continues to work toward the commercial certification of its electric aircraft with the Federal Aviation Administration.
當然，「潛在」是一個重要的限定條件。這 10 億美元並非保證，即使股東將其解讀為如此（消息發布後股價上漲 8%）。儘管如此，Beta 仍在尋找近期收入途徑，同時繼續努力與美國聯邦航空管理局合作，爭取其電動飛機的商業認證。
The company also reported its third-quarter earnings this week. Beta saw its revenue more than double to $8.9 million from the same quarter last year. Its net losses have also grown. Beta reported net losses of $452 million in the third quarter, a more than fivefold increase from the same year-ago period.
該公司本週也公布了第三季財報。Beta 的營收較去年同期翻了一倍多，達到 890 萬美元。其淨虧損也有所增加。Beta 報告第三季淨虧損 4.52 億美元，較去年同期增長逾五倍。
Other deals that got my attention …
其他引起我注意的交易…
Autolane, a Palo Alto-based startup developing the “air traffic control” for autonomous vehicles, raised $7.4 million in a round led by VC firms Draper Associates and Hyperplane.
Autolane 是一家位於帕羅奧圖的新創公司，開發自動駕駛汽車的「空中交通管制」系統，在由創投公司 Draper Associates 和 Hyperplane 領投的一輪融資中籌集了 740 萬美元。
Element Fleet Management, an automotive fleet manager, acquired San Francisco-based connected vehicle payments company Car IQ. The terms weren’t disclosed, but sources with information on the deal told TechCrunch the acquisition price was $80 million. History lesson: back in 2024, Canada-based Element Fleet Management acquired fleet optimization software startup Autofleet for $110 million.
汽車車隊管理公司 Element Fleet Management 收購了位於舊金山的聯網汽車支付公司 Car IQ。交易條款未披露，但據知情人士向 TechCrunch 透露，收購價格為 8000 萬美元。歷史回顧：早在 2024 年，總部位於加拿大的 Element Fleet Management 以 1.1 億美元收購了車隊優化軟體新創公司 Autofleet。
ExploMar, a China-based developer of electric propulsion systems for boats, raised $10 million in a Series A round. The investment was jointly led by private equity funds and a listed company in China (not disclosed), with existing shareholder DCM Ventures continuing to participate.
ExploMar 是一家位於中國的船用電動推進系統開發商，在 A 輪融資中籌集了 1000 萬美元。這項投資由中國的私募基金和一家上市公司（未披露）共同領投，現有股東 DCM Ventures 繼續參與。
Heven AeroTech, a startup developing hydrogen-powered drones, raised $100 million in a Series B round led by American quantum computing company IonQ. The company’s post-money valuation is now more than $1 billion. Texas Venture Partners also participated.
Heven AeroTech 是一家開發氫動力無人機的新創公司，在由美國量子計算公司 IonQ 領投的 B 輪融資中籌集了 1 億美元。該公司的投後估值現已超過 10 億美元。Texas Venture Partners 也參與了投資。
Wayve, the buzzy U.K. self-driving startup backed by Microsoft, Nvidia, and SoftBank Group, acquired German startup Quality Match, which analyzes data used to train AI models for automated driving. Terms weren’t disclosed.
Wayve 這家由微軟、Nvidia 和軟銀集團支持的熱門英國自動駕駛新創公司，收購了德國新創公司 Quality Match，該公司分析用於訓練自動駕駛 AI 模型的數據。交易條款未披露。
NOTABLE READS AND OTHER TIDBITS
Image Credits: Bryce Durbin
值得注意的閱讀和其他趣聞
圖片來源：Bryce Durbin
Amazon is considering ending its long-standing contract with the United States Postal Service and building out its own competing nationwide delivery network.
亞馬遜正考慮終止與美國郵政服務的長期合約，並建立自己的全國性競爭性配送網路。
Tesla owners can text and drive with the latest version of the company’s Full Self-Driving (Supervised) driver-assistance software, despite the fact that it’s illegal to do so in most states.
特斯拉車主可以使用該公司最新版本的全自動駕駛（監督版）駕駛輔助軟體發送簡訊並駕駛，儘管在大多數州這樣做是違法的。
Grand Theft Auto Online has added robotaxis from a fictional-yet-familiar company dubbed “KnoWay,” whose sole purpose appears to be wreaking havoc.
《俠盜獵車手 Online》加入了來自一家虛構但熟悉的、名為「KnoWay」的公司提供的機器人計程車，其唯一目的似乎就是製造混亂。
Nvidia announced Alpamayo-R1, an open reasoning vision language model for autonomous driving research.
Nvidia 發布了 Alpamayo-R1，這是一個用於自動駕駛研究的開放推理視覺語言模型。
TechCrunch’s Europe-based reporter Anna Heim gives an inside look at a drone delivery partnership in Finland.
TechCrunch 駐歐洲記者 Anna Heim 深入報導了芬蘭的無人機送貨合作計畫。
The Trump administration said it will lower fuel economy standards for cars and light trucks sold in the United States, arguing it will make vehicles more affordable. There’s a trade-off, though. Consumers could end up paying more for gas.
川普政府表示將降低在美國銷售的汽車和輕型卡車的燃油經濟性標準，理由是這將使車輛更實惠。不過，這是有取捨的。消費者最終可能會為汽油支付更多費用。
The reduction essentially brings vehicles below what they’re achieving already. The proposal would roll fleet-wide fuel economy to 34.5 miles per gallon for 2031 model-year cars. The previous fuel economy standard, set under the Biden administration, mandated fuel economy of 50.4 mpg by 2031. In 2024, automakers had to average 30.1 mpg across their fleets, which they beat, delivering 35.4 mpg, according to CAFE calculations.
這項削減措施基本上使車輛低於其已經達到的水準。該提案將使 2031 年款汽車的車隊整體燃油經濟性降至每加侖 34.5 英里。拜登政府先前設定的燃油經濟性標準，強制規定到 2031 年實現每加侖 50.4 英里的燃油經濟性。根據 CAFE 的計算，2024 年汽車製造商的車隊平均燃油經濟性必須達到每加侖 30.1 英里，而他們實際達到了每加侖 35.4 英里，超出了標準。
ONE MORE THING …
最後一件事…
Back before Thanksgiving, we did a poll in the Mobility newsletter asking, “When do you expect robotaxis to reach a tipping point of mass adoption that will affect how people move from Point A to Point B?” Most readers picked “before the end of the decade,” which received 47.2% of the vote, followed by the “2030s.”
早在感恩節之前，我們在 Mobility 電子報中做了一項民意調查，詢問：「您預計機器人計程車何時能達到大規模普及的轉捩點，進而影響人們從 A 點到 B 點的移動方式？」大多數讀者選擇了「本世紀末之前」，獲得了 47.2% 的選票，其次是「2030 年代」。
Based on your votes, there appears to be low confidence that 2026 will be the year of the tipping point.
根據您的投票，似乎對 2026 年會是轉捩點的信心不高。
Sign up for the Mobility newsletter to participate in our polls!
註冊 Mobility 電子報，參與我們的民意調查！
🔗【資料來源】
文章連結：https://techcrunch.com/2025/12/07/the-accelerator-is-on-the-floor-for-autonomous-vehicles/