In the AI travel era, the competition logic has changed from the past logic of competing on price and drivers to competing on vehicles and technology.
However, the online car-hailing platforms and Robotaxi operators on the capacity side can replicate each other's models.
Therefore, from a longer-term perspective, online car-hailing platforms and Robotaxi operators will most likely move towards integration in the end.
This long-term trend has already shown short-term signs — leading online car-hailing platforms have long been laying out Robotaxi business.
Caocao Mobility is also accelerating the layout of autonomous driving business.