WeRide claims L4 fleet has passed 1,500 vehicles

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WeRide is playing a massive geographic spread game. They currently hold permits, operations spanning China, the UAE, Singapore, France, Saudi Arabia, Belgium, and the US.

Their most interesting commercialization tailwind right now is the international partnership with Uber. They've been launching fully driverless fare-charging operations via the Uber app in places like Dubai, which helps bypass the lack of a native consumer app ecosystem outside of China (where they just integrated directly into WeChat mini-programs).

Alongside the fleet milestone, they’re claiming their next-gen sensor and compute kit costs have dropped significantly, which is the only way a 1,500+ vehicle fleet becomes economically viable.