3 Self-Driving Car Stocks That Cathie Wood Can’t Get Enough Of

Pony.ai deepened its industrial base on Jan. 8 by expanding its partnership with BAIC BJEV to co‑develop and mass produce next‑generation robotaxi models, tightly pairing its autonomous stack with BAIC’s dedicated electric vehicle (EV) platforms. Pony.ai's strategy also pushes further into capital efficiency through a November 2025 agreement with Sunlight Mobility to implement an asset-light model. Through the agreement, Sunlight will take on vehicle ownership and fleet management while Pony.ai concentrates ...