Technology & Innovation - Nvidia is developing reasoning vision language action models (reasoning GLA) for vehicles [1] - Reasoning GLA integrates visual perception, language understanding, and action generation [1] - The model aims to mimic human-like step-by-step reasoning for decision-making in complex situations [1]

Core Viewpoint - Waymo plans to voluntarily issue a software recall to address concerns regarding its robotaxis' operation around school buses, following scrutiny from federal regulators and local officials [1][6]. Group 1: Incident Overview - The National Highway Traffic Safety Administration (NHTSA) initiated an investigation into Waymo after observing footage of its robotaxi maneuvering around a stopped school bus with its stop sign extended and lights flashing in Atlanta [2]. - Reports from the Austin School District indicated that Waymo's robotaxis illegally passed school buses 19 times in the current year, prompting further inquiries from regulators [4]. Group 2: Company Response - Waymo updated its software on November 17, claiming that the update significantly improved performance in scenarios involving school buses, asserting that it now performs better than human drivers [3][6]. - The company emphasizes its commitment to safety, stating that no injuries have occurred related to the behavior addressed by this recall, and it will continue to analyze and improve vehicle performance [6][7]. Group 3: Industry Context - Software recalls are increasingly common in modern vehicles, including robotaxis, where operations are primarily managed by software. These updates often occur before an official recall is filed with the federal government [8].

RT Esther Rebers (@EstherRebers)FSD Supervised in Europe:Another movie of us driving with FSD supervised last Monday in Dusseldorf.Here you see how the @Tesla drives itself back to Tesla Dusseldorf.Again in a chaotic and busy area.What we see so clearly in this video (even though irl you see and feel it much better) is that the Tesla moves very often to the left because of parked vehicles that are sticking out on our lane. The car did it in a very human-like way, smoothly and in control. It felt very safe, ...

On Thursday, Cathie Wood-led Ark Invest made significant trades, including selling shares of Tesla Inc. (NASDAQ:TSLA)  , Meta Platforms Inc. (NASDAQ:META)  , and buying ARK 21Shares Bitcoin ETF (BATS:ARKB) . These moves come amid evolving market conditions and strategic shifts in the tech and crypto sectors.The Tesla TradeARK Next Generation Internet ETF (BATS:ARKW)  fund sold 7,478 shares of Tesla. on Thursday. The sale comes as Tesla’s stock closed at $454.53, marking a 1.74% increase. This transaction is ...

分组1 - Tesla's sales are primarily driven by its electric vehicles (EVs), indicating that the company may take years or decades to evolve into a leader in autonomous driving, AI, and robotics as many investors currently anticipate [1] - Tesla's stock has experienced significant volatility but is currently trading near its all-time high, with a market capitalization of nearly $1.5 trillion, positioning it as a mega-cap company perceived by many investors as a technology firm [2] - The company's growth drivers include its advancements in autonomous driving, AI initiatives led by CEO Elon Musk, and developments in robotics, contributing to a valuation that surpasses most peers [2] 分组2 - Tesla is characterized as one of the most polarizing stocks in the market, reflecting a wide range of investor sentiment [3] - The stock's price movements will be crucial for investors to monitor in 2026, as they may indicate broader market trends [5]

Kodiak AI, Inc. (NASDAQ:KDK) is one of the best falling stocks to buy, according to Wall Street analysts. Kodiak AI, Inc. (NASDAQ:KDK) currently holds a Strong Buy consensus from five analysts, all of whom have issued Buy ratings. Over the past three months, the average twelve month price target has come in at $14.38, with estimates ranging from $13.00 to $17.00. From a recent share price of $6.00, this would imply a possible gain of 139.67%. On November 13, Itay Michaeli at TD Cowen reiterated a Buy rat ...

Summary of Mobileye Global Conference Call (December 03, 2025) Company Overview - **Company**: Mobileye Global (NasdaqGS:MBLY) - **Industry**: Autonomous Driving Technology and Advanced Driver Assistance Systems (ADAS) Key Points Business Focus and Product Development - Mobileye is evolving its core competencies in ADAS, with a focus on next-generation systems for mass-market vehicles that enhance safety and meet stringent future test criteria [3][5][6] - The company is prioritizing the execution of existing design wins, particularly with Volkswagen Group, rather than seeking new design wins at this time [7][8] - There is significant market pull for cost-effective surround ADAS solutions, which are expected to be implemented broadly across various vehicle models [4][6][10] Robotaxi Business - The robotaxi segment is generating enthusiasm from investors and demand from ride-hailing companies like Uber and Lyft, as well as public transit operators [6][15] - Mobileye is exploring the potential of operating its own small fleet of vehicles to demonstrate technology capabilities and drive partnerships [16][27] - The company aims to remove safety drivers from its vehicles by mid-2026 in specific environments, with plans for scaled commercialization by the end of 2026 [22][23] Competitive Landscape - Mobileye acknowledges Waymo as a leader in the robotaxi space, but believes it has scaling advantages and is well-positioned to compete [25][32] - The company is cautious about relying on a few partners for scaling and is considering alternative partnerships to mitigate risks [27][63] Financial Outlook and Market Position - Mobileye expects to ship below demand in Q4 2025, leading to a tight inventory situation at the start of 2026 [38] - The company anticipates growth in market share, particularly in emerging markets like India, with significant vehicle launches planned for 2027 [40][42] - The SuperVision product line is stabilizing, with quarterly unit sales increasing from 12,000 to approximately 15,000-16,000 [43] Technology and Supply Chain Considerations - Mobileye is not directly responsible for sourcing memory components used in its systems, as this is managed by Tier 1 suppliers [56][57] - The company is monitoring potential memory shortages but does not foresee production impacts in the near term [60][61] Strategic Partnerships and Collaborations - Mobileye is not seeing significant interest from customers in committing to large-scale programs with competitors or startups, focusing instead on scaling its own products [63][64] Additional Insights - The company is leveraging lessons learned from competitors like Waymo to navigate regulatory environments and consumer expectations [31][32] - Mobileye's technology is positioned to provide cost savings for OEMs while generating revenue for itself, creating a mutually beneficial dynamic [11][14] This summary encapsulates the key discussions and insights from the Mobileye Global conference call, highlighting the company's strategic focus, competitive positioning, and market outlook.

Core Insights - Waymo is expanding its self-driving car operations into four new cities: Baltimore, Pittsburgh, St. Louis, and Philadelphia, with plans for both manual and autonomous driving [1][2][24][25][45]. Expansion and Operations - Waymo is starting manual driving in Baltimore, Pittsburgh, and St. Louis, while operating autonomously in Philadelphia with a human specialist monitoring [2][24][25][45]. - The company currently provides fully autonomous rides in Phoenix, San Francisco, Los Angeles, Atlanta, and Austin, utilizing the all-electric Jaguar I-Pace [2][6]. - Waymo has announced plans to expand its service to additional cities, including New Orleans, Minneapolis, Las Vegas, San Diego, Detroit, Nashville, Denver, Seattle, Dallas, Houston, and San Antonio, with expected public launches in 2026 [26][29][31][33][36][38][40]. Technology and Manufacturing - Waymo is opening a new 239,000-square-foot autonomous vehicle factory in Phoenix to increase its fleet from 1,500 to 3,500 vehicles, integrating sixth-generation self-driving technology [4]. - The company has partnered with Hyundai to incorporate its technology into the Ioniq 5 SUVs and is exploring collaboration with Toyota for future autonomous driving tech [5][54]. Safety and Performance - Waymo has driven over 100 million fully autonomous miles and provided more than 10 million paid rides, reporting significantly fewer crashes compared to average human drivers [6][7]. - The company's safety report indicates an 88% reduction in serious injury crashes and a 93% reduction in pedestrian injuries over 71 million autonomous miles driven [7]. Future Developments - Waymo's sixth-generation self-driving technology aims to enhance vehicle capabilities, particularly in extreme weather conditions, and will debut in the all-electric Zeekr RT [53]. - The company is also working on expanding its autonomous driving technology into trucking, although it is currently focusing on ride-hailing services [55][56].

Waymo is adding another four cities to its growing list of robotaxi rollouts. The company announced Wednesday it has begun testing its autonomous vehicles (with a safety monitor) in Philadelphia, and that it will start manual driving to collect data in Baltimore, St. Louis, and Pittsburgh.Waymo did not offer a timeline for when it plans to launch commercial services in those locations, nor do we know whether the Alphabet-owned company will partner with other companies to operate robotaxis in each one. That ...

Waymo on Wednesday said humans will begin test driving the Alphabet-owned company's robotaxi vehicles in Baltimore, Pittsburgh and St. Louis. The three cities represent the latest additions to Waymo's quickly growing list of cities where the Google sister company is either operating its robotaxis, planning to launch service or starting to test its vehicles. That list now stands at 26 markets. Waymo will begin manual drives in the trio of new cities this week with hopes to eventually begin serving fully-auto ...