1. 携程20岁，赢在哪儿又错在哪儿

    携程的成功经验被拔高为“鼠标+水泥模式”。当年PC机尚未普及，鼠标的重要性远不如呼叫中心，而“水泥”是人家酒店的。所以对携程更准确的描述应当是“一座桥梁”，一端是旅客、另一端是酒店。

  2. Man’s $1,998 Camera Fried by Self-Driving Car Laser

    Self-driving cars widely use a technology called lidar (which stands for light detection and ranging) to “see” the world using laser pulses. These lasers are designed to be safe to human eyes, but it seems they may not always be safe for cameras. A man at CES in Las Vegas says that a car-mounted lidar permanently damaged the sensor in his new $1,998 Sony a7R II mirrorless camera.

  3. 1 秒卖出 700 张，春运车票有多少是靠「好友加速」买的？

  4. Testing times for second wave scooter startups

  5. 2019 CES: Quiet year for green-car and self-driving news

    At CES, this year’s discussions about future autonomy focused on more accurate and lower-cost sensor technologies and the use of artificial intelligence to provide greater safety benefits through greater deployment of assistive technologies.

    AUDI: Through the VR technology, backseat riders can immerse themselves in different universes that work together with the car and its infotainment systems and interior.

    Waymo CEO John Krafcik told England’s Financial Times that Level 5 autonomony, in which a car can drive itself anywhere under any conditions, might never be achievable in some types of bad weather.

    That goal is the Holy Grail for vehicle autonomy. So Krafcik’s caution came as a sobering statement from the head of a company widely acknowledged to be at the very forefront of developing autonomous technology.

  6. TuSimple takes fast lane in quest to perfect self-driving trucks

    TuSimple is hitting the accelerator on its effort to develop a fleet of self-driving commercial trucks in Tucson, adding trucks to meet early demand even before its trucks go fully autonomous.

    The San Diego-based company, which has operations in China and its main research and development center on Tucson’s southeast side, showed off its technology and updated its progress last week at the 2019 International Consumer Electronics Show in Las Vegas.

    The company, which has more than 100 local employees and is planning to add some 500 over the next two years, says it already has 12 undisclosed contracted customers, “including Fortune 100 and large international companies.”

  7. I rode in a self-driving car for the first time, and it was operated by the Google of Russia — here’s what it was like

  8. As more self-driving technology launches, people are growing more anxious about the supposed benefits

  9. 吉利收购戴姆勒资金爆仓？真相到底几何

  10. 电驱系统会成为新能源汽车的下一个战场吗？

    “靠增大电池装载量来增加续驶里程不是根本出路，主流技术路线是提高电动汽车能效和充电便利性。”中国科学院院士、中国电动汽车百人会执行副理事长欧阳明高在12日的中国电动汽车百人会论坛（2019）上表示。

    在他看来，高效电驱动系统的技术变革将会在未来5年发生，即电机驱动系统高速化、高效化、小型化：转速提高，电机的体积、重量逐步减少，由于电机材料成本下降，电机成本也将会下降。

    美国能源部最近提出，面向2025年极具挑战性的目标:电机达到50千瓦/L，电机控制器100千瓦/L。在欧阳明高看来，“这个目标如果实现，将对电动车产生革命性的影响。”

    电机驱动系统在整车当中起了非常重要的作用，其性能实际上决定了整车的性能，包括驾乘性能、动力性能以及它的续驶里程等。

  11. 新能源乘用车赛道拥挤，「博雷顿」切入纯电动重卡市场，今年想量产2000台

    36氪最近接触到的「博雷顿科技」就是一家纯电动重型卡车研发商。该公司采用宁德时代的电池，自主研发包括动力总成（电机、电控、变速箱）、电池PACK（电池组件）、电池温度管理系统（保障电池温度在30度左右，电池寿命提升30%）在内的核心零部件，未来打算自主研发IGBT芯片。

    董事长兼总经理陈方明说，做纯电动重卡的原因之一是电动乘用车市场竞争太激烈，又面临量产交付困难、消费者不买单等风险。同时，在商用车领域，有政策补贴的大巴车最早使用新能源，但重卡在保有量和每年新增车辆方面，都比大巴车的市场要大，而且，电动重卡的减排量是电动乘用车的近100倍，是电动大巴的4-5倍，即使没有专项补贴，也值得切入。

    博雷顿成立于2016年，于2018年3月正式运作。陈方明说，他们在2018年入局，这个时间点很关键，因为新能源的价格从2018年开始大幅下降，电动车运营商不靠补贴也可以市场化。此外，2020年，电池的成本预计会降到每度电1000元以下，而动力电池是电动车最贵的成本。

  12. 卖车、做金融和打造生态：新造车回答盈利模式之问

    2018年下半年起，新造车势力的量产车进入市场。无论是自建工厂还是代工，他们的首要任务是把车卖出去。“我们的盈利模式其实就三种，第一个占大头的是卖车，第二是提供金融服务，第三是提供保险服务。”车和家创始人、董事长兼CEO李想说。

    “我们的核心来自于汽车产品本身的盈利，从长期看，NIO Life（指蔚来的周边产品）也可以带来一定的回报，我们现在已经卖出了一百万份产品。”李斌告诉雷锋网新智驾，他认为20%多是一个很合理的毛利率水平。

    事实上，李斌提出的20%毛利率并不是行业常态，或者说，它仅是特斯拉等少数公司的待遇。

    查阅相关数据发现，除了广汽集团整车（乘用车）的毛利率为19.49%和吉利达到了18.45%之外，其他如长安汽车整车业务的毛利率为13.31%，上汽集团的整车业务的毛利率则为11.82%。

    而对于特斯拉来说，情况则明显不同。根据特斯拉2018年三季度财报数据显示，三季度Model 3的毛利率超过20％。在此之前，小型汽车拆解公司Munro&Associates曾拆解一款当时售价5万美元的Model 3后，估计该款车的毛利率将超过30%

    “智能汽车制造是基础，核心在运营。”此前，小鹏汽车创始人兼董事长何小鹏因抛出这一观点引发争议。在后来的解释中，他补充了“生态”二字，将新造车势力放在了打造智能汽车的生态中。

    “运营体系可以分成很多种，”何小鹏进一步解释，“比如说对一个用户怎么运营，为什么用户会升级？我们还把它作为一个产品进行运营，为什么这些车上可以有硬件体系能够去供软件升级？这些都是在智能汽车在智能环节的想象力。一定要有新的不同基因的组织去思考、建设、制造和运营它，才能真正地把数据用起来，如果没有运营，我们的数据只是存储不是使用。”

  13. 谁把捷豹路虎推下断崖？

    那是捷豹路虎进入中国市场以来最辉煌的时期之一。“因为是进口车，供应量少，加之当时的越野车市场，几乎没有其余车型可选，所以捷豹路虎在当时可谓‘独步武林’。”华东地区一家捷豹路虎的经销商集团总经理称，当时部分车型甚至出现加价几十万还要排队的情况。

    小毛病多，是不少路虎车主对这个品牌的感受。各种论坛和网站上也能看到，对捷豹路虎的投诉频率大大高于同属二线豪华车阵营的其余品牌。美国权威调查公司J.DPower发布的《2018年度新车质量报告》显示，路虎和捷豹的百车故障数远高于行业平均值。

    “英国人一开始就没有想清楚，是要利润还是要销量。”上述经销商人士表示，“他们过于自大。”

  14. New FAA proposal would let drones fly over people and at night without a waiver

    Companies impatient to make drone deliveries a viable reality should have a win to celebrate soon. On Monday, Secretary of Transportation Elaine Chao announced in a “sneak preview” that her department would move forward with plans to remove waiver requirements for two key drone operation circumstances: flying after dark and flying over populated areas.

    “First, at long last, the Department is ready to issue for comment a proposed new rule that would allow drones to fly overnight and over people without waivers, if certain conditions are met,” Chao said.

    Those conditions include the stipulation that the drone operator has received special night flying testing and training and that the drone be outfitted with lighting designed to prevent collisions visible for “at least 3 statute miles.”

    The second major change would allow drones to fly over people without a waiver if certain conditions are met. Those conditions are designed to minimize risk to anyone on the ground, including restrictions limiting device weight to .55 pounds. Drones over .55 pounds would be similarly allowed to operate over people if they meet a set of requirements to prevent serious injury, including the absence of “exposed rotating parts that could lacerate human skin.” This requirement is mostly open to interpretation — rather than stipulating specific build necessities, the FAA would allow drone makers to get creative so that a collision would be less severe than a particular injury threshold.

  15. Self-driving car startup Zoox gets a new CEO

    Self-driving car startup Zoox has selected its new CEO following the unexpected firing of co-founder and former CEO Tim Kentley-Klay in August. According to Zoox co-founder and CTO Jesse Levinson, he and the board of directors believed “that to take the company through the next stage and to scale the company, we thought finding someone would with executive and operational experience would be helpful to the company,” he told TechCrunch.

    That’s where, Aicha Evans (pictured above) comes in. Evans is Intel’s now-former chief strategy officer, and will join Zoox as CEO and member of the board of directors on February 26.

    Zoox’s long-term plan is to publicly deploy autonomous vehicles by 2020 in the form of its own ride-hailing service. The cars themselves will be all-electric and fully autonomous.

    While Zoox currently has clearance to operate Level 3 vehicles with passengers, it will need additional approval from the CPUC to operate its Level 5 vehicles without a safety driver on board.

    To date, Zoox has raised more than $750 million in venture funding.

  16. Hong Kong self-driving start-up AutoX in talks to raise US$100 million funding

    Hong Kong-based autonomous driving start-up AutoX is in talks with investors to raise a new round of funding to finance its research and development into self-driving cars.

    The company said it is in talks with investors about a new round of financing, months after the company piloted autonomous grocery delivery services in San Jose, California, in August. Last month, it received its first licence to test-drive self-driving cars in China. AutoX is understood to be looking to raise as much as US$100 million.

    Founded in 2016 by Xiao Jianxiong, a former assistant professor of Princeton University also known as “ Professor X ”, the alumnus of Hong Kong University of Science and Technology has built the company to “democratise autonomy” and make driverless technology universally accessible.

  17. Howes: Race to autonomous future far from starting line

    In a note in advance of the opening this week of the North American International Auto Show, Morgan Stanley predicts investors will “place greater emphasis on Auto 1.0/Macro vs. Auto 2.0 in 2019.” That’s because automakers’ ability to generate revenue and profit in a plateauing car and truck market is critical to their ability to invest in expensive technology.

    The arrival of Auto 2.0 in any meaningful way is a process measured in years, Pradhi said, perhaps even a decade or more. Autonomous “robo-taxis” operating in carefully defined, or “geo-fenced,” areas could be realized in as little as three or four years. A fully autonomous taxi could be at least a decade away — and then only operating in specific areas.

  18. Autonomous car makers readjust their sensors

  19. 马斯克是怎么成为中国人民的老朋友的

    值得一提的是，我们的美国客人马斯克已经三进中南海紫光阁。

    2017年4月25日，时任国务院副总理汪洋在北京紫光阁会见马斯克；2018年7月12日，马斯克先后与上海市市长应勇、北京市市长陈吉宁见面后，中国国家副主席王岐山在紫光阁接见了马斯克一行。2019年1月9日，国务院总理李克强在紫光阁会见了这位美国客人。

  20. 物流界最低调的“老大”重出江湖了

    如果不是2018年10月顺风控股以55亿高价收购DHL大中华区（中国内地、香港、澳门）供应链业务，合同物流可能还不会那么快走到前台。DHL作为全球最大的合同物流公司，其在华业务被快递老大收入囊中，释放出两大信号：1、资本市场开始关注合同物流；2、合同物流业务的价值空间正在显现。

    根据中国物流与采购联合会（中物联）的不完全统计，目前国内活跃的物流企业约60万家，其中40万家均为合同物流企业，占比三分之二。也就是说，合同物流企业才是我国最大的物流群体。

    合同物流是指物流服务商与物流需求方即货主签订合约，在约定期限内根据甲方个性化需求，通过整合并优化运力、仓配资源，为后者提供综合的、高度定制化的物流解决方案。合同物流企业多采用“轻资产”运营模式，它们不一定拥有车辆、仓库，但具备强大的信息管理、资源整合和运力服务管控能力，能将服务第一时间打包给货主。

    究其原因，大概是合同物流的核心是资源整合、现场实施与服务管控，这种强运营和管理导向的业务，做得好与不好都不需要对外吹风。钟鼎创投副总裁何川曾提到自己公司刚投资了一家合同物流企业，客户立马给该企业老板打电话问：“听说你们融资了，以后账期能不能放长一点？”过去20多年里，合同物流的老板都在闷声发财。

  21. 立得空间成立全资子公司「极智行」，发力自动驾驶高精地图技术

    为迎接自动驾驶时代来临，国内移动测量和实景三维技术的行业头部公司「立得空间」将自动驾驶高精地图的业务分立，并与旗下车联网平台公司秀友科技合并，成立了 B2B 商用地图服务全资子公司——「武汉极智行（GeekGoing）科技有限公司」。极智行将专注于自动驾驶高精地图技术的研发与应用，与立得空间形成“地图数据+服务平台”战略并协同发展。

    立得空间成立至今已近 20 年，是一家移动测量和实景三维技术研发商，主营业务包括移动测量、互联网地图与智慧城市三大板块，早期曾自研惯性导航及相关技术，且在地图领域有多年积累——相比于新兴高精地图商，极智行虽然刚刚成立，但立得空间在高精地图技术方面早有布局，也是国内 16 家拥有甲级导航电子地图资质的厂商之一。

    值得一提的是，立得空间在航空航天领域同样有所建树。今年 1 月 3 日，“嫦娥四号”探测器成功着陆月球背面，其使用的遥感影像降噪与纠偏、地形重建便由立得空间提供的技术支持。

  22. 逆势涨价得罪大客户，中国最大汽车网站市值两天蒸发100亿

    1月11日晚，运通集团发送了一封内部邮件。该邮件称：“鉴于汽车之家2019年相关合作费用出现极其不合理的涨价，建议暂时停止与汽车之家的商业合作。”该邮件由李竑确认并要求立即执行。

    运通集团并不是第一家决定终止与汽车之家合作的汽车经销商。1月9日，中升集团发布了一个内部文件，名为《关于暂停汽车之家会员合作及费用支付的通知》（以下简称《通知》）。《通知》称：

    “中升集团各大品牌、项目组即日起停止汽车之家所有新增会员、广告投放计划的审批；汽车之家年度会员已签约、未付款的经销商，暂停付款；未签约或签约流程未完成的，暂停签约流程。”

  23. 在无人驾驶汽车普及之前，车联网都是扯淡

  24. 印度共享摩托车公司Vogo又融887万美元，这离Ola的 1 亿美元战投还不到一个月

  25. 恒大9.3亿美元并购NEVS，将推出全系列多品牌产品

    1月15日，恒大集团旗下恒大健康（HK.0708）发布公告称，以9.3亿美元成功收购一家总部位于瑞典的全球性电动汽车公司NEVS的51%股权并获得多数董事席位。恒大并购NEVS后还将基于全新整车研发平台开发并推出涵盖入门级、中高端、豪华及超豪华级别的国际领先智能电动轿车、SUV及MPV等全系列多品牌产品。

    与当下大多数新能源汽车企业不同，NEVS于2012年收购了有75年历史的瑞典萨博汽车公司的核心资产及知识产权，继承萨博“人车合一、贴地飞行”的品牌基因及源于北欧的技术底蕴。

    尤为值得关注的是，NEVS作为目前获中国国家发改委和工信部核准的新能源汽车整车资质十家企业之一，拥有已达到量产能力的瑞典特罗尔海坦以及中国天津生产基地并正在筹建上海生产基地。此外，NEVS已研发两款达到量产条件的纯电动汽车车型。

  26. Riding the RV revolution, Outdoorsy fuels up with $50 million in fresh funding

    It’s easy to understand why investors are excited about Outdoorsy, which moved its headquarters from the Bay Area to Austin six months ago, partly to get closer to its base of customers, as well as to take advantage of attractive tax incentives. The company is capitalizing on a global trend of millennials who want to stay overnight at places other than hotels, which can be pricey and based in commercial districts that can’t provide the same experience of staying in a neighborhood.

  27. The Self-Driving Industry Is Finally Becoming More Realistic

  28. China’s Waymo rival quietly launched an Uber-style app for driverless cars, making it one of the first to do so

    Pony.ai, one of China’s most valuable driverless car start-ups, has launched an app that allows users to hail an autonomous taxi, making it one of the first companies to do so.

    he app, which was quietly launched in late December, allows a user to hail a self-driving taxi from a pre-set location in Nansha, which is part of Guangzhou in southern China. The car can travel to specific areas that have been set by the company such as its offices or residential areas.

    Currently, only employees and a few VIP users are using the app, which is a mini-program built within WeChat, China’s most popular messaging service. Rides are free for now.

    Pony.ai, a $1 billion firm co-located in China and the U.S., makes software to power driverless cars. It does not make the vehicle itself. Instead it has partnered with automakers including China’s BYD and GAC.

    Peng said the company will look to grow its fleet of cars from 20 to 100 this year.

    Peng, meanwhile, said Pony.ai is unlikely to expand its autonomous taxi service to large numbers of people this year. Eventually, though, the company wants to scale the program, which could win a new revenue stream and put it in competition with the likes of DiDi.

    “That type of service is the ultimate goal we want to reach. How that competitive landscape will look like (in the future) is too hard to tell,” Peng told CNBC.

    “Our ultimate goal is to provide rides, safe and convenient rides to the end user. It might take a long time, but that’s the ultimate revenue stream,” the CEO added.

  29. 新的一年，政策如何影响新能源汽车环境？

  30. 最前线 斑马发布首份驾驶行为报告：90后最守规矩，广东司机越夜越寂寞

    1月16日，互联网汽车平台斑马网络发布的《2018驾驶行为报告》（下称《报告》）。

    《报告》显示，70后稳当老司机，擅长急刹车和急转弯，80后喜欢弯道超车，其超车次数最高，在路上也最寂寞，最爱与车机对话；90后司机则是开车最守规矩的，开车急加速次数、急刹车次数、超车次数均低于其他年龄层的6%左右。

    阿里巴巴技术委员会主席王坚曾表示，“进了汽车还用手机，这是汽车人的羞辱”。《报告》发现，超过八成的车主上车后抛弃手机，人均车辆在线48分钟／天，人均在线听歌7首/天，近七成车主每天通过“你好斑马”召唤九大类生态服务，其中一名江苏车主在2018年中呼唤斑马达5537次

    《报告》也还原了车主的地域出行属性——广东人夜间开车爱与车机聊天，其次数高于全国平均45%；上海车主急加速、超车比例高于全国平均150%；重庆“山路十八弯”，高速过弯比例高于全国平均160%；广西人则最佛系，其驾车规范高于全国平均25%。

  31. NVIDIA Resets The Self-Driving Bar Again With AutoPilot Supporting ‘Level 2+’

    NVIDIA’s first big announcement from the conference was the unveiling of DRIVE AutoPilot, which the company calls “the world’s first commercially available Level 2+ automated driving system,” which I believe is an accurate description. This will likely be very consumer impactful, given DRIVE AutoPilot’s cutting-edge AI technologies will allow supervised self-driving vehicles to go into production in 2020.

    Level 2 today encompasses many of the ADAS systems out there like Volvo’s Pilot Assist and Tesla’s AutoPilot. L2 ADAS systems can control steering, accelerating and braking at the same time but unlike L3, L2 drivers still need to keep their hands on the wheel. NVIDIA’s AutoPilot is an L2 “+” system. The “plus” enables features like Volvo’s upcoming 360 degree surround perception and driver monitoring systems, both which require deep learning.

  32. Ford, VW Partnering On Truck Projects And (Maybe) Electric And Self-Driving Cars

    Ford Motor Co. and Volkswagen AG confirmed Tuesday morning, the two automakers will work together to develop and produce medium-size pickup trucks and small commercial vans. In a joint conference call with reporters and industry financial analysts, Ford President and CEO Jim Hackett called the agreement “the next industry transforming event.” They also revealed plans to cooperate on electric and autonomous vehicles.

  33. Intel vet takes wheel of self-driving car startup Zoox

    Intel vet Aicha Evans will lead self-driving car startup Zoox from next month, becoming a rare high-profile black chief executive in a Silicon Valley.

  34. TuSimple Proceeds With Plans to Build World’s Largest Self-Driving Truck Fleet

    LAS VEGAS — Autonomous truck developer TuSimple said it will expand its U.S. test fleet to 40 vehicles by June, which the company claims will make it the world’s largest self-driving truck business.

    TuSimple, which currently operates 11 tractors in Arizona, also said it will begin hauling freight through New Mexico and into Texas early this year.

  35. 林肯求变

  36. 36氪首发 做商务和旅游出行的共享汽车平台，「领航员科技」获数百万元天使轮融资

    「领航员科技」成立于2015年，商业模式是“自营+合作”。一方面，该公司在保定和济宁自营车辆，用于分时租赁；另一方面，针对商务和旅游等垂直场景，为共享出行客户提供定制化的技术服务和运营解决方案，包括SaaS平台、APP后台的车辆管理系统、分时租赁系统、车载智能终端、车联网设备等。

    该公司称，他们已经为全国60多个城市的80多个B端合作伙伴提供了共享汽车解决方案，包括美团租车、南方电网出行解决方案、国能汽车、一汽公务车改革、众泰大迈等。

    谈及为何这些B端合作伙伴不自己开发解决方案，创始人兼CEO赵东宁告诉36氪，一方面，这些公司虽然在车辆、资金和政府关系上有优势，但缺乏共享出行的技术和产品开发经验；另一方面，一些公司认为，开发这套解决方案会耗费六个月以上，时间成本太大。

  37. 自动驾驶开始“上路”，「智行者」获国内最高级别路测T3牌照

    36氪获悉，「智行者」旗下星骥无人驾驶乘用车获得了北京市政府颁发的T3级自动驾驶车辆道路测试许可资格（即“路测牌照”）。此前，获得自动驾驶车辆道路许可资格的还有百度、蔚来、北汽新能源、戴姆勒、小马智行、腾讯、滴滴和奥迪。

    智行者CTO王肖告诉36氪：基于目前技术条件、国内道路和其他交通基础设施、路面状况等因素，2025年后方能真正实现小规模乘用车量产落地，T3牌照获取也是在为未来乘用车量产铺垫。

    智行者成立于2015年，公司由清华大学博士张德兆、王肖等人创建。成立一年后，智行者完成数百万元的天使轮融资，投资方为臻云创投和英诺天使基金，2017年曾获近亿元A轮融资，投资方为顺为和京东战投；2018年4月，智行者完成B轮融资，由百度领投，顺为资本、京东跟投，同月完成B+轮，由广发信德、昌发展、盈峰资本投资。

  38. 北京自动驾驶开放道路测试企业增至8家，车辆60辆

  39. 三大运营商车联网秘史：前10年轮流坐庄，5G决战开打

  40. How Lyft envisions bringing VR and AR to your ride

    Lyft is exploring ways to integrate virtual reality and augmented reality into your Lyft rides, according to a couple of patent applications TechCrunch came across today.

    The first, filed in July 2017, is for “providing a virtual reality transportation experience” that would respond to real-world forces and events that happen during your ride, like sudden stops, turns and bumps in the road. Over time, the VR system would be able to predict those bumps and turns in the road.