Well, we do have a move. Mr. . Weiss, you're back in Uber.Yes. Again. I am.Tell me more. Uh, look, I think they've got definitely the pole position in autonomous and robo taxis, much more so than Tesla. They've got the right cost profile because they're not picking up the cost.Whimo is. So, I think they'll do quite well in uh in the earnings because even though prices have gone up, you know, from what I'm hearing, demand hasn't suffered. So, it all adds up to put up a good quarter.Okay, thanks for the updat ...

RIYADH, Saudi Arabia, July 28, 2025 (GLOBE NEWSWIRE) -- WeRide (NASDAQ: WRD), a global leader in autonomous driving technology, has announced today that its Robotaxi was granted Saudi Arabia's first Robotaxi autonomous driving permit, making it the world's only technology company with products holding autonomous driving permits in six countries: Saudi Arabia, China, the UAE, Singapore, France, and the US. WeRide's Robotaxi in Riyadh, Saudi Arabia With this permit, WeRide is authorized to operate an autonomo ...

The EU deal shows that dependence on Washington makes allies vulnerable. That will likely come at a longer-term cost to the US https://t.co/58UWIEss7k ...

NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (Nasdaq: PONY), a global leader in achieving large-scale commercialization of autonomous mobility, today announced that it will report its unaudited financial results for the second quarter 2025 before the U.S. market opens on Tuesday, August 12, 2025. The Company’s management will hold an earnings conference call on Tuesday, August 12, 2025, at 8:00 A.M. U.S. Eastern Time or 8:00 P.M. Beijing/Hong Kong Time on the same da ...

But what do I know about technology 🤷‍♂️Ray (@ray4tesla):Elon famously said 6 years ago that LiDAR is a fool’s errand and many at the time were skeptical about his claim. Now it’s becoming increasingly clear that Elon is right about the use of LiDAR. Sensor fusion is not optimal for autonomous driving, as evidenced by countless ...

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28 July 2025 | 5:41AM HKT Pony AI Inc. (PONY): Shanghai permits earned; commercial driverless Robotaxi operation in expansion; Buy Verena Jeng +852-2978-1681 | verena.jeng@gs.com Goldman Sachs (Asia) L.L.C. Ting Song +852-2978-6466 | ting.song@gs.com Goldman Sachs (Asia) L.L.C. Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Invest ...

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Core Insights - Investors should focus on companies with strong growth potential, competitive advantages, and adaptability to technology trends Group 1: Nvidia - Nvidia is the leader in AI infrastructure, holding a 92% market share in Q1 [2] - The company's competitive edge lies in its CUDA software platform, which has been widely adopted in research and development [3] - Nvidia is expanding into new markets, including autonomous driving, while recently receiving approval to sell H20 chips in China [4] Group 2: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing is the leading chip foundry, producing chips for major companies like Nvidia and Apple [6] - The company has seen a rise in revenue from high-performance computing, which now constitutes 60% of its revenue, up from 52% a year ago [7] - TSMC's advanced manufacturing capabilities position it as a key player in the growing AI and autonomous driving markets [8] Group 3: Meta Platforms - Meta Platforms is leveraging AI to enhance its digital advertising capabilities, increasing user engagement on Facebook and Instagram [9] - The company is beginning to monetize WhatsApp and Threads, which have significant user bases, providing a long growth runway [10] - CEO Mark Zuckerberg is investing heavily in AI talent to achieve ambitious goals, positioning Meta as a potential leader in AI [11] Group 4: GitLab - GitLab is evolving into a comprehensive software development lifecycle platform, integrating AI to enhance development processes [12] - The introduction of over 30 new features in GitLab 18 aims to improve efficiency across the software development lifecycle [13] - GitLab's focus on AI-driven solutions positions it well for future growth in an increasingly AI-centric software landscape [13] Group 5: Toast - Toast is becoming essential in the restaurant industry by providing software that enhances operational efficiency and sales [14] - The integration of AI tools like ToastIQ is helping restaurants make data-driven decisions in real time [15] - As restaurants face economic pressures, Toast's technology solutions offer significant growth opportunities in a large and fragmented market [16]

Core Points - Tesla is launching its Robotaxi service in California under a new terms-of-service agreement, which includes a safety driver during rides in the state to comply with local regulations [1][2][3] - The Robotaxi service will utilize a variant of Tesla's supervised Full Self-Driving (FSD) software, which requires a licensed driver to monitor the vehicle [3] - Tesla has received a permit from the California DMV for testing self-driving software with a licensed driver but has not applied for permits for fully autonomous vehicle deployment [7][8] Group 1 - The Robotaxi service will be conducted autonomously outside California, while in California, rides will have a safety driver using FSD [1] - Tesla plans to start the Robotaxi service in San Francisco as a paid program with safety drivers controlling the vehicle [2] - The company is working with regulators to expand the Robotaxi program while currently launching it with safety drivers [8][9] Group 2 - California senator Scott Wiener expressed concerns over Tesla's lack of permits for deploying autonomous vehicles in the state [7] - Tesla has a permit from the California Public Utilities Commission to provide transportation services to employees and select members of the public [8] - The company aims to expedite the launch of the service while awaiting regulatory approval for driverless operations [9]