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Odd Lots · Monday, June 29, 2026

BYD's Apollo Go Robotaxi Competes Head-to-Head with Waymo Globally

BYD CFO Henry Hoo discussed the intensifying competition in the robotaxi market, specifically mentioning the head-to-head battle between BYD's Apollo Go and Waymo in cities like London. He highlighted that the key to winning will be a combination of cutting-edge technology and operational efficiency, including factors like passenger pickup efficiency and charging station networks.

personHenry HoocompanyBYDcompanyWaymocompanyUbercompanyLyftcompanyGrab

The tape

3 quotes
So the car right now is all Evy drive car Number two, you don't have a buyer parking because you and we can drive in a car can go out and number three, while we're having this forty minutes, my car actually can go up pick up passengers and I can make some money for me. So that's what I'm saying. It's a physical agents on the road to making money for myself. So my view is ROBOTAXI will change the human behavior getting out in terms of behavior pattern of transportations. That's one thing, right, So we and way More and all other players globally are going to that direction. So that's my vision for the market going forward.
As you mentioned about the market as a player in the near chime competition, my view is right now the markets do. Very early and the ten is very high. So in the last quarter we shap our car in London and as you know, you know both way More and Us are starting open the market London. Hopefully next year you will see a car. And you know we have go partner with both Uber and the Lift and also with a Grab in South East countries, so next time you probably call a car from Uber or lift apps, you'll get a buy those car.
For example, how many locations you pick up passengers to meet more efficient? Right? The charging stations and all the different networks is actually very important. But given we are working on this business for kind of thirteen years so far, and I can tell you one interesting fact. Globally, there are only two cities right now have over you know, thousand cars in that scale, which is San Francisco and a win city in China, which is Google operating in San Francisco and Apollo Go from Baidu operating one city in China.
Heard on Odd Lots — “Baidu's CFO on How It Became a Full-Stack AI Player, published Monday, June 29, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via publisher transcript · $0.00
BYD's Apollo Go Robotaxi Competes Head-to-Head with Waymo Globally — Heardvine