Autonomous Driving
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Are Robotaxis Coming To A City Near You?
Bloomberg Technology· 2025-09-28 09:00
The Robotaxi industry may still be in its infancy, but competition is already heating up among Chinese firms. They're now planning to deploy thousands of robotaxis around the world over the next three years. We Ryan is partnering with ride hailing giant Grab to deploy their vehicles in Southeast Asia.Have begun testing in Singapore and roll out by the end of this year. Europe is also being targeted ahead of unexpected easing of regulations by next year. Baidu's Apollo goal has partnered with Lyft to bring R ...
以色列,重塑全球芯片版图
半导体行业观察· 2025-09-28 01:05
Core Viewpoint - Israel has transformed from a "startup nation" to a global semiconductor powerhouse, playing a crucial role in reshaping the global chip landscape [1][2]. Group 1: Historical Development - The establishment of Motorola's semiconductor R&D center in Israel in 1964 marked the beginning of the country's semiconductor industry [3]. - The entry of major tech companies like Microsoft and National Semiconductor in the 1970s helped build a robust industry framework, transitioning Israel from a pure R&D hub to a base with both R&D and manufacturing capabilities [3][4]. - The 1980s to 2000s saw significant breakthroughs, including Intel's development of the 8088 processor, which became a key component in the rise of the global PC industry [4]. Group 2: Key Players and Innovations - Israeli companies have made notable innovations, such as Galileo Technology's development of the first true flash file system in 1990, which revolutionized storage devices [5]. - Mobileye's introduction of the first ADAS-specific processor in 2004 established it as a leader in the automotive semiconductor sector, culminating in its acquisition by Intel for $15.3 billion [6][9]. - Other significant acquisitions include Mellanox by NVIDIA for $6.9 billion and Habana Labs by Intel for approximately $2 billion, enhancing their respective positions in data center and AI chip markets [11][12]. Group 3: Competitive Advantages - Israel's semiconductor industry benefits from a strong local ecosystem supported by multinational companies, high R&D investment (4.3% of GDP), and a vibrant startup culture with around 70 semiconductor startups raising $5.5 billion [30][31]. - The education system emphasizes engineering and technology, producing a skilled workforce that supports the industry's growth [30]. Group 4: Opportunities and Challenges - Emerging technologies like AI chips and IoT align well with Israel's existing technological capabilities, presenting growth opportunities [33]. - However, challenges such as talent retention, geopolitical risks, and increasing global competition pose significant threats to the industry [34][36]. Group 5: Future Outlook - The future of Israel's semiconductor industry hinges on its ability to leverage existing strengths while addressing challenges, with potential for growth in AI and edge computing sectors [36][37]. - Strategies to enhance talent retention, diversify supply chains, and focus on design and R&D rather than full-scale manufacturing will be crucial for maintaining its competitive edge [37].
合伙人招募!4D标注/世界模型/VLA/模型部署等方向
自动驾驶之心· 2025-09-27 23:33
Group 1 - The article announces the recruitment of 10 partners for the autonomous driving sector, focusing on course development, paper guidance, and hardware research [2][5] - The recruitment targets individuals with expertise in various advanced models and technologies related to autonomous driving, such as large models, multimodal models, and 3D target detection [3] - Candidates are preferred to have a master's degree or higher from universities ranked within the QS200, with priority given to those with significant conference contributions [4] Group 2 - The benefits for partners include resource sharing related to job seeking, doctoral studies, and overseas study recommendations, along with substantial cash incentives [5] - Opportunities for collaboration on entrepreneurial projects are also highlighted [5] - Interested parties are encouraged to contact via WeChat for further inquiries regarding collaboration in the autonomous driving field [6]
Tesla's Annual Deliveries Could Soar Past 2 Million Next Year
The Motley Fool· 2025-09-27 07:21
A new wave of product and capacity catalysts sets up the electric vehicle leader for a volume rebound in 2026.After a sluggish start to 2025, Tesla (TSLA 3.94%) shares have rebounded sharply this month as investors refocus on what comes next. The electric vehicle maker and energy storage provider has leaned into autonomy, broadened its charging footprint, and (importantly) started building a cheaper vehicle. Those steps come as the company works through a challenging economic environment, stiffer competitio ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-27 04:23
RT Ray (@ray4tesla)Today I had the opportunity to take a long Robotaxi ride with @teslaownersSV , covering most scenarios: highways, city streets, narrow & curvy mountain roads, construction sites, downtown traffic, pedestrians, etc. I’m very impressed to see how smooth, confident and safe the ride was, even on narrow roads where Robotaxi encountered oncoming traffic and was able to move forward with no hesitation.That was my first-ever Robotaxi ride. I was thinking it was on Chill Mode. Actually it was on ...
X @Herbert Ong
Herbert Ong· 2025-09-27 00:29
🚨 Dan Ives calls Tesla’s next chapter its most important yet: AUTONOMOUS DOMINANCE✔️ Robotaxis launching in 30 cities soon✔️ 80% market share potential✔️ $TSLA market cap could hit $2–3TTesla = Leader of the physical AI era 🔥@DivesTech https://t.co/0tzR4DXh5M ...
Car or A.I. Company? Key Question Puts TSLA Value in Question
Youtube· 2025-09-26 18:30
Core Viewpoint - Tesla's stock is experiencing significant optimism, with a price target increase to $600 from $500, indicating a potential upside of over 40% from the current average price of approximately $347 per share [1][2]. Price Target and Market Performance - The new price target of $600 is the highest on Wall Street and is 23% above Tesla's all-time high of $488 reached in December 2024 [3]. - Tesla's stock has rallied more than 30% in September, coinciding with expectations of strong Q3 vehicle deliveries, potentially reaching 500,000 units, driven by the expiration of a $7,500 EV credit [5][6]. Autonomous Driving and AI Potential - The optimism is largely attributed to Tesla's advancements in AI and autonomous driving, with estimates suggesting the AI autonomous opportunity could be worth at least $1 trillion for Tesla alone [4]. - Dan Ives predicts that Tesla will capture around 70% of the global autonomous vehicle market within the next decade, with full self-driving features expected to penetrate more than 50% of the market [4]. Company Strategy and Financial Health - Tesla's CEO Elon Musk is seen as pivotal in driving the company into its next growth phase, with plans to roll out robo-taxis in 30 cities within the next year [3]. - Despite some deceleration in sales growth, Tesla's core automotive business remains profitable, allowing it to fund other innovative projects without needing external financing [11][12]. Market Perception and Investment Sentiment - The debate continues on whether Tesla should be viewed primarily as a car company or an AI and autonomy company, with differing opinions among analysts [7][9]. - Historical data suggests that betting against Tesla has not been profitable, indicating strong investor sentiment towards the company's future prospects [8].
Tesla's AI And Robotaxi Push Could Add $1 Trillion, Analyst Says
Benzinga· 2025-09-26 16:51
Tesla (NASDAQ: TSLA) and its CEO, Elon Musk, are entering a pivotal phase as artificial intelligence and robotaxis reshape the company's growth story.Analysts view Tesla as positioned to dominate the autonomous vehicle market, with the expansion of robotaxis and AI initiatives driving its next growth chapter.Wedbush analyst Daniel Ives maintained an Outperform rating on Tesla with a price forecast of $500.Also Read: Tesla Aims For Record Deliveries, AI And Self-Driving Edge Over Rivals: AnalystIves argued t ...
Momenta targets new funding at valuation above $5bn
Yahoo Finance· 2025-09-26 16:03
Chinese autonomous driving company Momenta is pursuing a fresh funding round at a valuation exceeding $5bn, reported Bloomberg, citing sources familiar with the matter. The Beijing-based firm, which counts Temasek, Tencent and Jack Ma’s Yunfeng Capital among its backers, is working with advisers to assess interest from prospective investors. Initially, the company is seeking several hundred million dollars, though the size could increase depending on investor demand, the sources added. A successful rais ...
Dan Ives Reiterates Bullish TSLA A.I. Story with Street-High Price Target
Youtube· 2025-09-26 16:01
We're back on Morning Trade Live. Let's focus on Tesla. Dan Ives is at Wedbush hiking his price target this morning to $600 and maintaining an outperform rating on the shares.Tesla's stock is up more than 65% over the last 12 months and has nearly doubled from its 52- week low from last October. That is the focus of today's morning trade. Joining us now for a closer look is Schwab Network host Marley Caden.So Marley, we've come a long way from July the 8th when Musk basically turned around to Dan and told h ...