Robotaxi Competition Enters the Operations Era: Cao Cao Mobility Unveils Commercialization Path for Autonomous Fleets The competitive focus of the autonomous taxi (robotaxi) industry is shifting from "can the car drive itself" to "can the fleet make money on its own." Recently, Pony.ai, WeRide, and Baidu held earnings calls in succession, where analysts' questions moved beyond technology roadmaps to cost structures and commercial returns behind fleet expansion. Zhao Chenhui, CTO of Cao Cao Mobility's RoboX division, stated bluntly in an exclusive interview with Wallstreetcn: "To date, L4 single-vehicle intelligence has essentially achieved sustained operational capability in constrained scenarios. What every player needs to do now is evolve from single vehicles to fleets, solving fleet operations and commercialization." These remarks underscore a fundamental transformation underway in the industry. Over the past few years, the core challenge for robotaxi players was proving that autonomous driving systems could operate safely on open roads. Today, safety redundancy, remote assistance, recharging and maintenance, order dispatching, and per-vehicle economics are becoming capabilities as critical as the algorithms themselves. In other words, a vehicle that can complete autonomous driving within a designated area is merely the starting point for scaling. The real threshold lies in whether autonomous vehicles can be converted into safe, stable, and replicable transportation capacity. From Single-Vehicle Intelligence to Fleet Operations Zhao Chenhui believes that L4 single vehicles have essentially crossed the threshold of "can they drive," and the next problem to solve is whether autonomous fleets can continuously accept orders, recharge, undergo maintenance, and handle anomalies. Competition is thus extending from the autonomous vehicles themselves to the complete chain of vehicle manufacturing, order acquisition, and offline operations. Cao Cao Mobility's solution to this shift is called "RoboX." It expands the business from robotaxis to unmanned cargo vehicles (robovans) and connects different types of