优步希望将其司机变成自动驾驶公司传感器网络。
Uber wants to turn its drivers into a sensor grid for self-driving companies

原始链接: https://techcrunch.com/2026/05/01/uber-wants-to-turn-its-millions-of-drivers-into-a-sensor-grid-for-self-driving-companies/

优步正在将重心从*研发*自动驾驶汽车转向*提供数据*以支持其开发。该公司计划在其庞大的司机车辆网络上配备传感器,将其转变为为自动驾驶汽车(AV)公司和人工智能模型训练者提供移动数据收集单元。 目前,优步的“AV Labs”使用一支小型专用车队,但长远愿景更大——利用数百万司机收集真实世界的数据,解决自动驾驶汽车开发的最大瓶颈:获取足够且多样化的数据。 优步的目标是创建一个“AV云”——一个可供其25多个AV合作伙伴访问的标记传感器数据库。这些合作伙伴甚至可以在“影子模式”下将其模型与优步的实时行程进行测试。虽然优步表示其目标是“ democratize”这些数据,但其在自动驾驶汽车公司的战略投资表明,在不断发展的自动驾驶汽车领域内,它具有潜在的重大商业杠杆。 这一举措使优步即使放弃了自身的自动驾驶汽车雄心,也能在交通运输的未来中保持核心地位。

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原文

Uber has a long-term ambition that goes well beyond shuttling passengers: the company eventually wants to outfit its human drivers’ cars with sensors to soak up real-world data for autonomous vehicle (AV) companies — and potentially other companies training AI models on physical-world scenarios.

Praveen Neppalli Naga, Uber’s chief technology officer, revealed the plan in an interview at TechCrunch’s StrictlyVC event in San Francisco on Thursday night, describing it as a natural extension of a nascent program the company announced in late January called AV Labs.

“That is the direction we want to go eventually,” Naga said of equipping human drivers’ vehicles. “But first we need to get the understanding of the sensor kits and how they all work. There are some regulations — we have to make sure every state has [clarity on] what sensors mean, and what sharing it means.”

For now, AV Labs relies on a small, dedicated fleet of sensor-equipped cars that Uber operates itself, separate from its driver network. But the ambition is clearly much larger. Uber has millions of drivers globally, and if even a fraction of those cars could be transformed into rolling data-collection platforms, the scale of what Uber could offer the AV industry would dwarf what any individual AV company could assemble on its own.

The insight driving the program, Naga said, is that the limiting factor for AV development is no longer the underlying technology. “The bottleneck is data,” he said. “[Companies like Waymo] need to go around and collect the data, collect different scenarios. You may be able to say: in San Francisco, ‘At this school intersection, I want some data at this time of day so I can train my models.’ The problem for all these companies is access to that data, because they don’t have the capital to deploy the cars and go collect all this information.”

Becoming the data layer for the entire AV ecosystem is a pretty smart play, particularly considering Uber years ago abandoned its own ambitions to build self-driving cars (a move that co-founder Travis Kalanick has publicly lamented as a big mistake). Indeed, many industry observers have wondered if, without its own self-driving cars, Uber might one day be rendered irrelevant as AVs increasingly spring up around the globe.

The company currently has partnerships with 25 AV companies — including Wayve, which operates in London — and is building what Naga described as an “AV cloud”: a library of labeled sensor data that partner companies can query and use to train their models. Partners, which Uber plans to more aggressively invest in directly, can also use the system to run their trained models in “shadow mode” against real Uber trips, simulating how an AV would have performed without actually putting one on the road.

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“Our goal is not to make money out of this data,” Naga said. “We want to democratize it.”

Given the obvious commercial value of what Uber is building, that positioning may not last long. The company has already made equity investments in numerous AV players, and its ability to offer proprietary training data at scale could give it significant leverage over a sector that right now depends on Uber’s ride marketplace to reach customers.

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