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    正 文
    独角兽新势力 | 不赚钱的无人驾驶就是耍流氓
    Unicorn New Force
    发布时间:2018.08.09    浏览次数:482次

    独角兽档案

    公司名称:图森未来

    成立时间:2015年9月

    融资状况:C轮

    估值:4.55亿美元

    1984年,詹姆斯·卡梅隆执导的《终结者》(The Terminator)上映,其中有这么一幕,阿诺德·施瓦辛格扮演的机器人T-800露出破损人脸下的机器本体,驾驶一辆卡车冲向男女主角。虽然续作的液态机器人T-1000堪称影史经典,但是首作中杀戮机器+巨型卡车的可怖组合直到现在仍是很多美国成年人心中的噩梦。

    2016年10月,美国科罗拉多州25号公路上,一辆18轮的沃尔沃卡车疾驰而过。空空如也的驾驶员座位上,人们没看到穿着夹克反戴鸭舌帽的卡车司机,反而是一个白领打扮的白人在座舱的休息区域安静的看报纸。

    当天斯普林斯市的市民在超市购买啤酒时,会在百威啤酒的红色罐体上看到如下字样:由OTTO运输,自动卡车的首单运输货品。Uber随后向世界宣布,收购的Otto公司完成了全球首次无人卡车的商业运输任务,虽然从科林斯堡到斯普林斯的路程只有133英里,2小时车程。

    几乎同一时间,图森未来在中国和美国的公开道路测试正式开始。

    2018年4月,在河北省曹妃甸的港口区,印有图森未来Logo、白底绿字的无人驾驶卡车沿着地面上的白色引导线平稳行驶,缓缓停在指定区域后,上方的吊塔将集装箱置于车后的拖挂之上。车上的安全员并未对汽车实行任何操控,卡车启动,驶向下一目的地。

    时隔30年,机器+卡车的故事有了新意象,无人驾驶技术不仅改变了科幻大导的恐怖预言,而且将颠覆整个物流行业。不用很久,《金刚狼3:殊死一战》中成排无人驾驶卡车奔驰在高速公路上的情景将会变为现实。

    图森未来计划让其中的大部分车身,印上自家Logo。

    All in 无人驾驶

    2014年,刚从麻省理工毕业的David(刘大卫)在硅谷街上看到Google的无人驾驶小车后非常感兴趣,一年后加入治平资本,他也将无人驾驶作为了自己的一个关注方向。

    念念不忘,必有回响。

    一年一度的CES大会,David在一个活动上遇见了图森的联合创始人&CTO侯晓迪,后者毕业于加州理工,在机器视觉方面有深厚积累。在聚会上,侯晓迪和David不仅畅谈机器视觉的发展,前者还向后者阐述了图森在无人驾驶方向的规划,其计划的深刻和详细,给David留下深刻印象。

    “对于创业,要选择一个很长时间都不会腻的方向。”

    “一定要做离钱近、有商业模式的生意。”

    “要做能体现99.9999%最后的9价值的行业。”

    侯的这三句话坚定了David投资图森的信心,“原动力非常重要。”David说到,作为投资人,他见过不少团队为追技术风口而“骗取”VC的投资,风口一过,落下双输结局。而拥有“兴趣作为动力”的图森团队,在投资人看来“非常稳”。

    时间推回到2015年,陈默通过新浪微博基金接触到一个“技术团队过硬”的无人驾驶项目,后者正缺少一个商业运作高手。当时陈默从上个项目退出,“休息了一年多”。作为连续创业者,陈默做过传统广告、游戏和互联网广告,正是游戏的从业经历让他和新浪投资有了紧密的联系。

    在此之前,陈默做过的和无人驾驶最接近的工作,是2007年时做的二手车电商网站。相比于近两年拿到大笔融资炒到天上的二手车电商平台,陈默当年的项目显得比较“超前”。当回忆这段“说来话长”的经历时,陈默认为,做的早未必会失败,“如果当年能有现在的能力,还是有机会成功的。”

    2015年9月,当年新浪所在的盈都大厦对面的中关村SOHO,图森北京团队租下了第一个办公室。“也就这间会议室这么大。”陈默扫了一眼约有15平的会议室说道,六、七个团队成员就在这间同时存放着各种资料、照片的办公室办公。镇守硅谷的CTO侯晓迪团队并没有比北京的同事好多少,“晓迪他们是在家办公。”陈默笑着说道,当时他的Title已经变成图森联合创始人及CEO。

     

    Unicorn archives
    Company name: Tucson's future
    Time of establishment: September 2015
    Financing status: C wheel
    Valuation: $455 million
    In 1984, James Cameron directed the The Terminator, one of which, as Arnold Schwarznegger played the robot T - 8, exposed the machine body under the damaged face, driving a truck to the male and female protagonist. Although the sequel liquid robot T - 1000 is a classic history of film history, the horrific combination of the killing machines plus giant trucks in the first work is still a nightmare for many American adults.
    In October 2016, an 18-wheeled Volvo truck speeded by on Highway 25 in Colorado, USA. On the empty driver's seat, people did not see a truck driver wearing a jacket and a duck tongue cap. Instead, a white white white white man looked at the newspaper in the cockpit rest area.
    On the same day, when the people of Springer city bought beer at the supermarket, they would see the following words on the red tank of Budweiser beer: the first single transport of the auto truck, transported by OTTO. Uber then announced to the world that the acquisition of Otto has completed the first unmanned truck business in the world, although it is only 133 miles, 2 hours' drive from Corinth fort to Springer.
    Almost at the same time, Tucson's future public road tests in China and the United States officially began.
    In April 2018, in the port area of Caofeidian, Hebei, the unmanned truck with Tucson's future Logo and white bottom green runs smoothly along the white guide line on the ground, stopping slowly in the designated area and placing the container above the trailer behind the car. The car's security guards did not exercise any control over the car, and the truck started and went to the next destination.
    30 years later, the story of the machine + truck has a new image. Unmanned technology has not only changed the horror prophecy of the science fiction guide, but also subverted the whole logistics industry. It won't be long before the scene of rows of driverless trucks on the highway in Wolverine 3: Deadly War will come true.
    Tucson plans to have most of them printed with his own logo.
    All in unmanned
    In 2014, David (Liu Dawei), who had just graduated from MIT, was very interested in seeing Google's driverless car on Silicon Valley street. One year later, he joined the capital, and he also took unmanned driving as a direction of concern.
    Something that stays in your mind will someday spring up in your life.
    In an annual CES conference, David met Tucson's co - Founder & Hou Xiaodi, who graduated from California science and technology, and has a deep accumulation of machine vision. At the party, Hou Xiaodi and David not only talked about the development of machine vision. The former also explained Tucson's planning in the direction of unmanned, the depth and detail of its plan, which impressed the David.
    "For entrepreneurship, to choose a long time will not be tired of the direction."
    "Be sure to do business close to money and with a business model."
    "To be able to reflect 99.9999% of the last nine value industries."
    Hou's three remarks confirmed David's confidence in investing in Tucson. "The driving force is very important." As an investor, David says, he's seen teams "cheat" VC investments to catch up with technology, and when that happens, it ends up losing both. The Tucson team with "interest as a driving force" is "very stable" to investors.
    Back in 2015, Chen came into contact with a "technical team - up" pilotless project through the Sina micro-blog fund, which is lacking a business operator. At that time, Chen Mo quit from the last project, "rested more than a year." As a serial entrepreneur, Chen has done traditional advertising, games and Internet advertising, and it is the experience of the game that has made him and Sina investment have a close relationship.
    Prior to this, Chen Mo did and driverless work the closest, in 2007 to do the second-hand car e-commerce website. Compared with the second-hand car e-commerce platform which has received a large amount of financing speculation in recent two years, Chen Mo's project in that year appears to be "ahead of schedule". When reminiscent of this "long story" experience, Chen Mo believes that doing it early may not be a failure, "if you can have the present ability, there is a chance to succeed."
    In September 2015, the Tucson Beijing team rented the first office in Zhongguancun SOHO, opposite Yingdu Mansion, where Sina was located. "It's so big in this room." Mr. Chen glanced around the 15-square-footed conference room and said that six or seven team members were working in an office where all kinds of information and photographs were kept at the same time. The team of CTO Hou Xiaodi, who guards Silicon Valley, is no better than their colleagues in Beijing. "Xiaodi, they work from home." Chen said with a smile that his Title had become Tucson's co-founder and CEO.

     
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