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Inside Apollo Go’s Global Robotaxi Strategy with Helen Pan

Apollo Go is the leading Chinese Robotaxi player and today we speak with their General Manager about operations, technology, strategy, user experience, and global expansion plans

Listen to this episode on Apple Podcasts, YouTube, Spotify, and Substack.


In today’s episode, I am speaking with Helen K. Pan, General Manager of Apollo Autonomous Driving USA, Baidu's Self-Driving Division. We talk about Helen’s journey since joining Baidu's Intelligent Driving Group in 2017, and get an inside look at Apollo Go, Baidu’s autonomous ride-hailing service. She discusses the technology, safety measures, and cost efficiency of Apollo Go's latest generation vehicle, the RT6, which operates in multiple cities globally and costs just $30,000.

We also discuss the dynamics of the Chinese AV market, the company’s global expansion plans, and the unique passenger-centric design of Apollo Go's fleet. We also got into regulatory challenges, market potential, the tech behind their robotaxis, and their current partnership and collaboration efforts.

Chapters

(00:00) Introduction to Helen K. Pan

(01:47) Background on Baidu and Apollo Go

(03:35) Apollo Go operational cities, fleet size and achievements

(08:07) Current landscape of the Chinese autonomous vehicle market

(09:50) Robotaxi market growth potential in China vs. USA

(11:30) Apollo Go ride concentration in operational domains, and comparisons

(14:10) How is the user experience and public reception in China?

(18:45) Apollo Go safety and insurance data

(19:57) Apollo Go superior passenger experience and passenger-centric design

(23:48) Insights on Apollo Go robotaxis’ passenger-centric design and cost efficiency.

(26:27) Manufacturing and development timelines for Apollo robotaxis

(28:16) Apollo robotaxi sensor stack and future price outlook

(30:38) Global expansion plans and market opportunities

(34:14) US expansion plans

(35:37) Innovations with partners and future collaboration

(37:09) Main challenges faced by Apollo Go

(39:57) Conclusion and Final Thoughts

Notes/Links:

- Harry

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