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自动驾驶淘汰赛开始!美国创企爆裁员潮,融资王也扛不住了

2020-06-01 09:21 车东西

DAODU:线上配资 CHANYEZHIHOU,ZIDONGJIASHIXINGYEYECHUXIANLECAIYUANCHAO。

受疫情影响,美国自动驾驶创企开始了裁员潮,自动驾驶领域的未来将何去何从?

进入2020年以来,累计融资超过70亿元自动驾驶融资王Zoox先后被曝出裁员、卖身的消息,昨天又被传正在跟亚马逊商谈收购事宜。

大牛时代平台CIWAI,XIANGSHICruise、Kodiak、Ike、StarshipSIJIAGONGSIYEPUCHULECAIYUANXIAOXI,ERKACHEZIDONGJIASHIGONGSIStarsky Robotics,ZEZAI3YUEFENZHIJIEXUANBUGONGSITINGZHIYUNZUO。

大牛时代平台CAIYUANCHAOZHIWAI,ZIDONGJIASHIGONGSIMENZUIJINYEMEISHAOPILURONGZIXIAOXI,1YUEFENZHIJINYILEIJIYOU21QIRONGZISHIJIAN,ZONGJINECHAOGUO300YIYUAN。GENCAIYUANCHAOFANGZAIYIQILAIKAN,JIANZHIJIUSHIBINGHUOLIANGZHONGTIAN。

大牛时代平台NEIMEDAODIDOUYOUNAXIEGONGSICHUXIANLECAIYUANDEQINGKUANG?TAMENWEISHENMEHUICAIYUAN?XINGYEYOUWEISHENMEHUICHENGXIANCHUYIGEBINGHUOLIANGZHONGTIANDEJUMIANNI?CONGXINGYEDEFAZHANLICHENGYUYIXIECONGYEZHEDEGUANDIANSHANG,JIUNENGZHAODAODAAN。

5JIAMEIGUOZIDONGJIASHIGONGSIJIHUACAIYUAN

美国爆发自动驾驶裁员潮 融资王也扛不住了

ZUIJINJIGEYUE,YIYOUDUOJIAZIDONGJIASHIGONGSIBEIPUCHUCAIYUANXIAOXI。

5YUE15RI,PENGBOSHEBAODAOCHENGTONGYONG线上配资 QIXIAZIDONGJIASHIZIGONGSICruiseZHENGXUEJIANYUE8%DEQUANZHIYUANGONG,YIZAIXINXINGGUANZHUANGBINGDUQUANQIUDALIUXINGBINGQIJIANXUEJIANCHENGBEN。

CruiseDESHOUXIZHIXINGGUANDan AmmannZAIYIFENYUANGONGBEIWANGLULIXIEDAO,CruiseXIANGSHOUYINGXIANGDEYUANGONGTIGONGCAIWUZHICHIYICILAIBANGZHUTAMENZHUANXING,BINGJIANGZAINIANDIQIANWEIZHEIXIEYUANGONGTIGONGYILIAOBAOZHANG。

LINGYIFANGMIAN,ZUIXINXIAOXIXIANSHI,CruiseCICICAIYUANDUIYUGONGCHENGSHIDEYINGXIANGHUOBIZHIQIANYUGUDEYAODA。GENJULAIZIPENGBOSHE5YUE27RIDEZUIXINBAODAO,YIFENYOUCruiseDIJIAOJISHIZHANGHEJIAZHOUZHENGFUGUANYUANDETONGZHITOULU,YOU165MINGYUANGONGJIANGBEICruiseYONGJIUJIEGU。QIZHONGYUEYOU40%DERENDEZHICHENGSHANGMIANYOUGONGCHENGSHIHUOGONGCHENGDEZIYANBIAOJI。

大牛时代平台LINGWAI,CruiesDECAIYUANTONGZHIHAIBIAOSHI,QIWEIYUJIAZHOUPASADINADEYIJIAGONGCHANGJIANGYONGJIUTINGZHIYUNYING,QIWEIYUJIUJINSHANZONGBUHEGAISHILINGWAILIANGGEBANSHICHUDEYUNYINGGUIMOYEJIANGMIANLINSUOJIAN。

CruiseDEZIDONGJIASHICESHICHE

大牛时代平台SHISHISHANG,CHULEYINWEIBEIKAOTONGYONG线上配资 ERXIANDECAIDAQICUDECruise,ZIDONGJIASHICHUANGQIZoox、Kodiak Robotics(CAIYUAN20%)、Ike(YIJIEGU10MINGYUANGONG,YUEZHANYUANGONGZONGSHUDE14%)HEZONGBUWEIYUMEIGUOJIUJINSHAN、ZHUANZHUMODUANWURENPEISONGDEStarship Technologies(WEIQUERENJIEGUDUOSHAOMINGYUANGONG)YEYOUCAIYUANDEXIAOXICHUANCHU。

大牛时代平台QIZHONG,YIDUBEICHENGWEIZIDONGJIASHIRONGZIWANGDEZooxXIANYOUCAIYUANZHENGYIBEIPUCHU,SUIHOU,KEJIMEITIThe informaitonYOUBAODAOCHENGZooxWEIXUNQIUCHULU,ZHENGZHUDONGXUNZHAORONGZIHUONENGGOUJIEPANDEMAIJIA。

CONGThe informationDEBAODAOLAIKAN,ZHISHAOZAI5YUECHU,MEIGUOZIDONGJIASHICHUANGQIZooxJIUYIJINGPINQINGDULITOUZIYINXINGQatalyst PartnersDUIQIANZAI“ZHANLVETOUZIZHE”HEQIANZAIMAIJIADUIYUGAIGONGSIDEXINGQUJINXINGPINGGU,TONGSHIYIFENLAIZIZooxDESHENGMINGXIANSHI,ZHEIJIAGONGSIYUJI“(CHOUZI)JIANGHUIHENKUAIWANCHENG。”

大牛时代平台ZooxZIDONGJIASHIYUANXINGCHE

LIANGWEIZHIQINGRENSHITOULU,ZAIPINQINGQatalyst PartnersBANGZHUZIJIXUNZHAOMAIJIADETONGSHI,ZooxZHENGSHITUTONGGUOYIXIANGXINDEJIAOYILAIJINXINGRONGZI,ZHEIGEFANGANHUONENGGOUBANGZHUZooxZANSHIBAOCHIDULI。

SHANGBUQINGCHUZooxZUIZHONGHUIXUANZENAZHONGFANGSHI,JIEZHIMUQIAN配资公司 CISHINENGGOUDEDAODEZUIXINXIAOXISHIQUANQIUDIANSHANGJUTOUYAMAXUNHUOZHENGZAIHEZooxJIUSHOUGOUHUOJIAOYISHIYIJINXINGSHENRUDETANPAN。

ZHEIBIAN,ZooxZHENGZAIMAISHENBIANYUANKUKUZHENGZHA。NEIBIANZAI2020NIAN3YUE19RI,ZIDONGJIASHIKACHEGONGSIStarsky RoboticsDESHOUXIZHIXINGGUANJIANLIANHECHUANGSHIRENStefan Seltz-AxmacherYIYIPIANBOWENDEFANGSHIXUANGAOLEZIJISHIYEDEZHONGJIE。

Stefan Seltz-AxmacherZAIWENZHANGZHONGXIEZHE,“JIUXIANGShackletonYUANZHENGNANJIZHOUYIYANG,WOMENCHANGSHILEBIERENCONGWEIZUOGUODESHIQING。BUGUO,TONGYANGDESHI,TAZUIZHONGMEIYOUANZHAOJIHUAJINXING。”JUStefanZAIBOWENZHONGTOULU,2019NIAN11YUEZUOYOU,Starsky RoboticsDEYIBIJIAZHI2000WANMEIYUAN(YUEHE1.4YIRENMINBI)DEBLUNRONGZIXUANBUGAOCHUI。

大牛时代平台3YUE,ZIDONGJIASHIKACHEGONGSIStarsky RoboticsXUANBUTINGZHIYUNYING

大牛时代平台CHUCIZHIWAI,MEIGUOWANGYUECHEJUTOU、DUIYUCHUXINGHEIKEJISHIZHONGBAOZHIYIQINGYANDEUberZAIXIANXUANBUCAIYUAN3700RENHOU,YIJUEDINGZAIXUEJIAN3000MINGYUANGONG,TONGSHIGUANBIQUANQIUGONG45GEBANSHICHU。JUBUFENGUONEIMEITIBAODAO,CHUCAIYUANWAI,UberYEKAOLVSUOJIANQITAFEIHEXINYEWU,BAOKUOHUOYUNHEZIDONGJIASHI。

两大裁员原因:特殊时期过冬、资金链断裂

大牛时代平台XINGUANFEIYANYIQINGJIQUANQIUJINGJIHEZHUDUOXINGYEJUNDAILAILEJIDADEBUQUEDINGXING。

对于一向“烧钱”的自动驾驶产业来说,疫情也成为造成部分公司决定裁员的直接原因,而如果按照正常发展状况,这些公司可能过得都还不错。

大牛时代平台ZONGBUWEIYUJIAZHOUSHANJINGCHENGDEZIDONGJIASHIKACHEGONGSIKodiakZAIJIMEITIFreightWavesDEYOUJIANZHONGSHENGMING,“HEZHEIGEXINGYENEIWAIDEHENDUOGONGSIYIYANG,YOUYUCOVID-19DEJUDAYINGXIANG,WOMENZUOCHULECAIYUANDEJIANNANJUEDING。”“SUIRANZHEIBUSHIRENHERENDOUXIANGYAOZUODEJUEDING,DANWOMENXIANGXINDUIYUMIANXIANGWEILAIDUIKodiakDINGWEILAISHUOZHEISHIZHENGQUEDEFANGSHI。”

SHISHISHANG,JIUZAIJIGEYUEQIAN,GAIGONGSICHUANGSHIRENDon BurnetteHAICENGDUIMEITIBIAOSHI:2019NIAN,KodiakDEYUANGONGYOUBENLAIDE15RENZENGZHANGDAOLE85REN,YUCITONGSHIKodiakYIJINGZAIWEIMEIGUODEKESASIZHOUDEYIWEISHANGYEKEHUYUNSONGHUOWULE。

LINGWAIYIJIAZIDONGJIASHIKACHEGONGSIIkeYINGGAIHUIDUICIBIAOSHI“FUYI”。ZAIZHEIJIAGONGSIFASONGJIMEITIDEDIANZIYOUJIANZHONG,TABIAOSHI,“YOUYUCOVID-19WEIJIDAILAIDEBUQUEDINGXING,WEILEQUEBAOIkeDEZHANGQICHENGGONG,WOMENDUITUANDUIJINXINGLEYIXIEDIAOZHENG。”YUCITONGSHIIkeYEQIANGDIAO,ZHEICICAIYUANJIANGBUHUIDUIIkeDEBUSHUJIHUAZAOCHENGYINGXIANG。

ZHIYUCruise,QIGONGSIFAYANRENRay WertRIQIANCENGBIAOSHICruiseZAICAIYUANDETONGSHI,YEJIANGJIXUZHAOPINJISHURENCAI。

HUANJUHUASHUO,KAOLVDAOZIDONGJIASHIGONGSIMUQIANZHENGTISHOURUDOUBIJIAODI,MOUQIUFAZHANYOUQISHIJISHUYANFADEZIJINJIBENDOUYAOKAOWAIBU“SHUXUE”,SUOYIDUIYUXIANGCruise、IkeZHEIYANGDEGONGSIERYAN,BENCICAIYUANYEKEYISHUOSHIYIZHONGDUANSHIJIANDEGUODONGCHUBEI。

另一方面,对于Zoox和Starsky Robotics而言,则是本来就遇到了问题,疫情并非主要原因。

YIZooxWEILI,ZAI2018NIAN7YUE,ZooxCENGCHOUJIDAO4.65YIMEIYUAN(YUEHERENMINBI33YIYUAN),DANGSHIDERONGZIZONGEYICHAOGUO8YIMEIYUAN(YUEHERENMINBI57YIYUAN),GONGSIGUZHIDADAO32YIMEIYUANZUOYOU(YUEHERENMINBI228YIYUAN)。2019NIAN10YUE,GAIGONGSIYOUQIANSHULE2YIMEIYUAN(YUEHERENMINBI14YIYUAN)DEKEZHUANHUANZHAIQUAN。BISHIYOUZHIQINGRENSHITOULU,CICIQIANSHUKEZHUANHUANZHAIQUANSHIGONGSIWANCHENGCLUNRONGZIDEDIYIBU,CLUNRONGZIJIANGHUIZAI2019NIANWANXIESHIHOUHUOZHE2020NIANCHUWANCHENG。

大牛时代平台DANSHIJINYIBURONGZIDEXIAOXIJIUCITINGZHI,YIZHIDAO2020NIAN,ZooxCAIBEIMEITIPUCHUZHENGZAIXUNQIURONGZIHUOZHEMAISHEN。

DUIYUXUANBUGUANMENDEStarsky RoboticsDESHOUXIZHIXINGGUANJIANLIANHECHUANGSHIRENStefan Seltz-AxmacherLAISHUO,ZIJINLIANDUANLIEYESHIZHIJIEYUANYIN。2019NIAN1,Starsky RoboticsJIAZHI2000WANMEIYUAN(YUEHE1.4YIRENMINBI)DEBLUNRONGZIMEIYOUNENGGOUWANCHENG。

YUCITONGSHI,YECUNZAIQITAZUAI。RUSHOUDAOZIDONGJIASHIGONGSIHUIBUKEBIMIANDESHOUDAOZHENGGERENGONGZHINENGXINGYEJIANGWENDEBOJI,DUIYUTOUZIFANGLAISHUODUANQIKEDEDELIRUNBIANQUANGENGNENGXIYINGUANZHUDENGDENG。“WOMENZAI15RI(KENENGSHIWOYISHENGZHONGZUIZAOGAODEYITIAN)JIEGULEDABUFENYUANGONG,RANHOUKAISHIZHESHOUCHUSHOUGONGSIBINGQUEBAOTUANDUICHEDIMEIYOUZHELUO。”Stefan Seltz-AxmacherZAIBOKEZHONGRUCIXIEDAO。

行业迈入新阶段 资金正向头部玩家集中

ZIJINWENTIJIUXIANGSHIZIDONGJIASHIGONGSITOUSHANGDENEIBADAMOKELISIZHIJIAN。JIEZHIMUQIANYIYOUZHISHAO5JIAGUOWAIDEZIDONGJIASHIGONGSIXUANBUCAIYUAN,YUCITONGSHIHAIYOUYIJIABEIPODAOBI。

大牛时代平台DANLINGYIFANGMIAN,CAIYUANCHAOZHIWAI,2020NIANKAINIANYILAIGUONEIWAIHAIBAOFALEYILUNRONGZICHAO。JUBUWANQUANTONGJI,2020NIAN1YUEFENYILAIGUONEIWAIYIYOUZHISHAO20JIAZIDONGJIASHIGONGSIXUANBUWANCHENGRONGZI,RONGZIZONGGUIMOCHAOGUO300YIYUANRENMINBI。

20JIAZIDONGJIASHIGONGSIRONGZIQINGKUANGYILAN

ZIDONGJIASHIXINGYEZHENGCHENGXIANCHUBINGHUOLIANGZHONGTIANDEJUMIAN。ERYOUCIYANSHENGCHUDEYIGEWENTISHI:ZIDONGJIASHIXINGYEWEISHENMEHUICHUXIANZHEIZHONGXIANXIANG?CONGZHENGGEZIDONGJIASHICHANYEDEJIAODUKAN,HEXINYUANYINSHIXINGYEFAZHANYIJINGJINRUDAOGAODENAJISHUCHENGSHUDUQUXIANDEDIERGEPASHENGQI。ZAIZHEIGEJIEDUAN,BANSUIZHEYIXIANGXINKEJIDEZHUBUCHENGSHU,RENMENDUITADEGUANZHUDUKAISHIHUISHENG,2020NIANKAINIANHOUNENGYOU20JIAGONGSIXUANBURONGZIYEBUFENDEYIYUCI。YUCITONGSHI,ZIBENDUITOUZIDUIXIANGDEXUANZEBIANDEYUFATIAOTI,ZIBENXIANGBUFENTOUBUWANJIAJIZHONG,DABUFENDERONGZIBEISHAOSHUWANJIANAZOU。

CONGZHEI20JIAYIWANCHENGXINRONGZIDEGONGSIDEQINGKUANGKAN,ZIBENDELIUXIANGZHENGCHENGXIANCHUXIANGSHAOBUFENWANJIAJIZHONGDEQUSHI。

ZAIBEITONGJIDAODE6JIAGUOWAIGONGSILI,WaymoDERONGZIZONGGUIMOSHI30YIMEIYUAN(YUEHERENMINBI214YIYUAN),LINGWAI5GEWANJIADEDANLUNRONGZIJINEJUNMEIYOUCHAOGUO1YIMEIYUAN(YUEHERENMINBI7YIYUAN)。

大牛时代平台JINCIYUWaymoDESHIFiveAI,DANTAYEZHISHIZAIBLUNRONGZILINADAOLE4100WANMEIYUAN(YUEHERENMINBI2.9YIYUAN)。ZAIKANGUONEI,14JIAGUONEIZIDONGJIASHIGONGSIZHONG,RONGZIGUIMOCHAOGUO1YIMEIYUAN(YUEHERENMINBI7YIYUAN)DEZHIYOUXIAOMAZHIXING、DIDIZIDONGJIASHIZIGONGSI、YINGCHEKEJI3GEWANJIA。QIZHONGZUIDADEYIBISHIXIAOMAZHIXINGNADAODE4.62YIMEIYUAN(YUEHERENMINBI33YIYUAN),RONGZIHOU,XIAOMAZHIXINGDEZHENGTIGUZHIJIANGLVEGAOYU30YIMEIYUAN(YUEHERENMINBI214YIYUAN)。

大牛时代平台DUIYUXIANGDUIRUOSHIDEWANJIALAISHUO,TOUBUWANJIACHENGGONGRONGZIYEYIWEIZHEZIJIRONGZIKONGJIANDEBUDUANYASUO。ZooxZAI2019NIANQIANSHUDESHI2YIMEIYUAN(YUEHERENMINBI14YIYUAN)KEZHUANHUANZHAIQUANERFEITOUZIFANGDEZHIJIEZHUZIYEZAIYIDINGCHENGDUSHANGSHUOMINGLEZHEIYIDIAN。

大牛时代平台SHISHISHANG,ZHENGGEZIDONGJIASHICHANYEZHENGMAIRUDIERGESHANGSHENGDEJIEDUANDEGUANDIAN,MUQIANYIDEDAOBUFENYEJIE、TOUZIJIERENSHIZHICHI。

RIQIAN,AutoXCHUANGSHIRENXIAOJIANXIONGZAIJIESHOUZHUANFANGSHIXIANGCHEDONGXIBIAOSHI,ZAITAKANLAI,CIQIANGUONEIYIKOUQIYONGXIANCHUDUOJIAZIDONGJIASHIGONGSISHIYIZHONGZHENGGEXINGYEHAICHUYUCHUQIJIEDUANDEBIAOXIAN,ZHEIGEJIEDUANZHIHOU,XINGYEBIRANHUIJINXINGXIPAI。TONGSHIZAIZHEIGEGUOCHENGZHONG,ZIBENHUIXIANGTOUBUWANJIAJUJI。

YIJINGZAIKUANGSHANCHANGJING、WURENWULIUCHEHEADASSHANGYOUSUOBUJUDECHENTAOZIBENCHIYOUXIANGSIDEKANFA。CHENTAOZIBENZHIXINGZONGJINGLIHEXIONGSONGZAIYIPIANSHUMINGWENZHANGLIXIEDAO:ZIDONGJIASHIJIANGYAOJINRUFUSUQI,DIERBOTOUZIHECHUANGYEDEJIHUIKAISHICHUXIAN。

大牛时代平台JIEXIALAI,ZIDONGJIASHIZHEIGESAIDAOSHANGDEJINGZHENGBIJIANGGENGJIAJILIE,TOUBUWANJIADAGAILVHUIHUODEGENGDUOZIYUAN,BINGZAOCHENGZIDONGJIASHIXINGYEZHONG“MATAIXIAOYING”DEJINYIBUTUXIAN。

结语:自动驾驶行业洗牌加速

ZIDONGJIASHIXINGYEFAZHANZHIJIN,JINGGUOQIANQIKAWEIZHANXILIDEZIDONGJIASHIGONGSIMEN,BUGUANSHIKEJIJUTOU、CHEQIHAISHICHUCHUANGGONGSI,XIANJIEDUANDOUYIJINGZAIJISHUSHANGMOSUOCHUYIXIEMENDAO,HUOZHEZAILUODISHANGYOULEYIXIECHENGGUO。

大牛时代平台ERBANSUIZIDONGJIASHIXINGYEJINRUDAOYIGEXINDEJINGZHENG、FAZHANJIEDUAN,TONGSHIZIBENZHIYUZIDONGJIASHIDETAIDUYIJINGZHUJIANLENGJINGXIALAI,JIEXIALAIZIYUANYEJIANGJINYIBUXIANGXINGYENEIDETOUBUWANJIAJUJI。

大牛时代平台DUIYUXIANGDUIRUOSHIDEWANJIAMENLAISHUO,ZHEIYIWEIZHETAMENJIANGMIANLINGENGJIAYANJUNDEKAOYAN。QIZHONG,BUFENSUIRANTILIANGJIAOXIAODANRENGRANYOUYIXIEJISHU、CHANPIN、LUODIJINGYANJILEIDEGONGSIHUOXUKEYITONGGUOCAIQUJINJICUOSHISHUNLIJINRUXIAYIGEJIEDUAN,TONGSHIYEHUIYOUXIEXIANGDUILUOHOUDEWANJIABEITAOTAICHUJU。