Reasoning in the physical world can be really well expressed as a world model. In 2018, we put our very first world model approach on the road. It was a very small 100,000 parameter neural network that could simulate a 30x3 pixel image of a road in front of us.But we were able to use it as this internal simulator to train a modelbased reinforcement learning algorithm. Fast forward to today and we've developed a GIA. It's a full generative world model that's able to simulate multiple camera and sensors and v ...

Waymo removes safety drivers in Miami ahead of 2026 launch https://t.co/Rrp2rXGkoB ...

Core Insights - Zoox, Amazon's self-driving technology company, has initiated free public rides in its robotaxis in San Francisco, following a similar launch in Las Vegas, with plans for commercial service next year if federal waivers are obtained [1][4]. Company Overview - Zoox was founded in 2014 and is based in Foster City, California, with a manufacturing facility in Hayward covering 220,000 square feet [7]. - The company currently operates a fleet of 50 robotaxis and is preparing for rapid scaling over the next year [7]. Vehicle Specifications - Zoox's robotaxis are designed without traditional controls, featuring inward-facing "carriage" seating and equipped with advanced sensors, including eight laser lidars, 10 radar units, 18 digital cameras, eight microphones, and four thermal cameras [5][7]. - The vehicles are built to operate on a "point to point" basis in San Francisco, allowing passengers to enter specific addresses or points of interest for pickup and drop-off [6][7]. Regulatory Environment - Zoox has received permission from the National Highway Traffic Safety Administration (NHTSA) to test its vehicles on public roads and provide free rides under a research exemption [2][3]. - The company is pursuing a Part 555 exemption to operate a commercial fleet, which would allow it to charge fares and release up to 2,500 vehicles annually [3][4]. Competitive Landscape - The robotaxi market is becoming increasingly competitive, with companies like Waymo, Tesla, Uber, and others rapidly expanding their services [4][5]. - If Zoox secures the necessary approvals, its robotaxi service could surpass current offerings from industry leader Waymo [4].

Core Insights - Zoox has launched its driverless vehicle service for select users in San Francisco, competing directly with Waymo for the first time in this market [1] - The company aims to eliminate its waitlist by 2026 as it expands its fleet of robotaxis [2] - Zoox's unique vehicle design lacks a steering wheel, differentiating it from other robotaxi services [2] Group 1: Service Launch and Expansion - Zoox has initiated the "Zoox Explorers" program, allowing users to take free rides in designated neighborhoods of San Francisco [1] - The company has a fleet of 50 robotaxis operating between San Francisco and Las Vegas [4] - Zoox previously opened its service to the public in Las Vegas, offering free rides while awaiting regulatory approval for paid services [3] Group 2: Competitive Landscape - Waymo has been operational in San Francisco since June 2024, providing over 10 million paid rides since its launch in Phoenix in 2020 [5] - Waymo is expanding its services to include freeway rides in multiple markets, including San Francisco and Los Angeles [5] - Zoox is also testing its autonomous vehicle technology in various cities, including Seattle, Austin, and Washington, D.C. [6]

Xpeng Inc. (NYSE:XPEV) has said that it has three new Robotaxi models in the pipeline at the company's third-quarter earnings call amid an autonomous driving push.Three Robotaxi Models To Be Released Next Year"In 2026, XPeng plans to launch 3 Robotaxi models," Xpeng CEO and co-founder He Xiaopeng said during the earnings call with investors and analysts on Monday. The CEO added that the company's autonomous driving software does not "depend on high-definition maps or LiDAR."He said that the company's pilot ...

Tesla - Tesla received a price target increase from Stifel to $58, up from $4.83, while maintaining a buy rating due to improved performance of its full self-driving driver assistance product [2] - Elon Musk suggested that Tesla may build its own factory for AI computing chips, citing concerns over the semiconductor industry's ability to meet quality and speed demands for his AI vision [3] - Tesla is reportedly working to decouple its US supply chain from China, instructing suppliers to eliminate all China-made components from parts destined for US factories, with a goal to switch to non-Chinese sources within two years [4] Bitcoin - Bitcoin prices have fallen nearly 30% from early October highs, currently trading in the $91,000 range, with Michael Saylor viewing this as a buying opportunity [5][6] - Strategy disclosed a purchase of over $835 million in Bitcoin in the week ending Sunday, marking its largest acquisition since July, bringing total holdings to just under 650,000 tokens, valued at approximately $61.7 billion [5][6] Palo Alto Networks - Palo Alto Networks experienced a slight decline of about 1% ahead of its earnings report, with analysts boosting price targets to $230 from $225, maintaining an outperform rating [6][7] - Analysts expect strong performance in subscription growth, product revenue growth, and margin expansion, despite negative sentiment surrounding the stock [8] Home Depot - Home Depot is set to report earnings with EPS expected at approximately $3.81 on revenue of just under $41 billion, and comparable store sales anticipated to rise by about 1.5% [10] - The company previously announced price increases in certain categories to offset tariff impacts, and investor focus will be on customer responses and updates on its pro business segment [10][11] Baidu - Baidu, referred to as China's Google, will have its ad business closely scrutinized as it faces pressure from a challenging economic environment and local competition from Chinese video platforms [12][13] - Investors will also focus on Baidu's non-marketing revenue, particularly its cloud business and autonomous driving initiatives [13] Microsoft - Microsoft is expected to provide updates on its AI progress during the Ignite event, amid volatility in big-cap tech stocks related to AI valuations and spending plans [14]

Tesla - Tesla's stock is experiencing a slight decline of about 1% despite Stifel raising its price target from 483 to 508, indicating over 20% upside potential from the previous closing level [1][2] - The increased conviction in Tesla's stock is attributed to stronger Q3 results, with revenue exceeding 28 billion, and advancements in Full Self-Driving (FSD) capabilities and robo-taxi progress [2][4] - Tesla is expanding operations in Austin and the Bay Area, with plans to reach nearly a dozen metro areas by the end of the year, which is seen as a positive factor for future growth [3][4] Xpeng - Xpeng reported an adjusted EPS loss of 2 cents, significantly better than the expected loss of 23 cents, with revenue at 2.86 billion, aligning with expectations [5][6] - Vehicle deliveries surged by 149% year-over-year, and gross margin exceeded 20%, but concerns about guidance and ongoing price wars with Chinese EV makers are affecting investor sentiment [6][7][9] - Xpeng's forecasted revenue for Q4 is between 3 to 3.25 billion, which is below analyst expectations of approximately 3.6 billion, highlighting challenges in profitability due to competitive pricing strategies [8][9] Gap - Gap received an upgrade from Barclays, raising its rating to overweight from equal weight and increasing the price target from 19 to 30, indicating bullish sentiment [12] - The company is expected to report earnings on November 26, with optimism surrounding its turnaround strategy under CEO Richard Dixon, focusing on product innovation and targeted marketing [13][14]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 totaled $0.3 million, up from $0.1 million in Q3 2024, indicating a significant increase [9] - Gross profit for Q3 2025 was negative $0.2 million, an improvement from negative $0.3 million in the same period last year [9] - Operating loss for Q3 2025 was $11.5 million, compared to a loss of $12.4 million in Q3 2024, showing a reduction in losses [10] - Net loss in Q3 2025 was $11 million, down from a net loss of $12.6 million in Q3 2024 [10] - As of September 30, 2025, the company held $52.6 million in cash and cash equivalents [11] Business Line Data and Key Metrics Changes - The company is focused on securing design wins with OEMs for its radar technology, with significant progress reported in collaborations with major OEMs [3][4] - A top Japanese OEM has ordered radar kits for level 4 development activities, indicating strong demand for the company's technology [4] Market Data and Key Metrics Changes - Global economic shifts are causing some OEMs to postpone new model launches, but Arbe's market position continues to strengthen [5][11] - The company is seeing increasing demand in the defense sector and has expanded into the maritime domain, indicating diversification in market applications [6][7] Company Strategy and Development Direction - The company aims to secure four design wins with OEMs in the next three quarters, focusing on premium automotive models initially [5][15] - Arbe's radar technology is expected to serve as a key enabler for 2028 passenger vehicle platforms, with initial revenues anticipated in 2027 [6] Management's Comments on Operating Environment and Future Outlook - Management noted that dialogues with OEMs are progressing positively, with a clearer path to decision-making emerging [25] - The company expects a ramp-up in revenues from non-automotive sectors in 2026, alongside anticipated revenues from China [28] Other Important Information - The company won two prestigious automotive technology industry awards, highlighting its technological advancements and contributions to safety in the automotive sector [7] - A new board member with extensive automotive industry experience has been appointed, which may enhance strategic direction [8] Q&A Session Summary Question: Is the guidance for four design wins referring to four separate OEMs? - Yes, it refers to four different OEMs, with decisions expected from at least five OEMs in the next three quarters [16] Question: What factors could swing the revenue guidance for Q4 from low to high? - The timing of customer decisions on NRE programs will significantly impact revenue recognition in Q4 [19] Question: Can you provide insights into the conversations with OEMs and reasons for decision delays? - Dialogues are going well, but earlier delays were due to uncertainty around tariffs; now, a clearer path to decisions is expected [25] Question: How should revenue and OpEx be modeled for 2026 and 2027? - Most revenues in 2026 are expected from non-automotive sectors, with stable OpEx levels anticipated [28][29]

Core Insights - WeRide has received a city-level commercial permit for fully driverless Robotaxi operations in Abu Dhabi, making it the first international company to achieve this milestone in the UAE [1][2][4] Company Developments - The permit, granted on October 31, 2025, allows WeRide's Robotaxis to operate without an on-board safety driver, with commercial operations set to begin on the Uber and TXAI platforms in Abu Dhabi [2][4] - WeRide has been operating Robotaxis in Abu Dhabi since 2021 and launched a partnership with Uber in December 2024, which is the largest commercial Robotaxi service outside the U.S. and China [5][6] - As of October 2025, WeRide Robotaxis have accumulated nearly one million kilometers in Abu Dhabi, and the new permit enables the service to achieve financial breakeven on unit economics [6][8] Regulatory and Testing Milestones - WeRide's permit application was approved after a thorough evaluation process, following the granting of the UAE's first national license for self-driving vehicles in July 2023 [3][4] - The company has been conducting fully driverless Robotaxi testing since Q2 2025, validating reliability ahead of commercial deployment [9] Future Expansion Plans - WeRide aims to expand its Middle East fleet to 1,000 Robotaxis by 2026 and plans to deploy tens of thousands of Robotaxis by 2030 [9]

RT Dana Chandler 🇨🇦🖖 (@nursedanakay)Mad max mode is both assertive and courteous. FSD approaches a double roundabout, passes most of the traffic on the right, finds the gap and executes. In the next block it makes a quick decision to allow a bus ahead so it could enter a turn lane. 🤯👍 https://t.co/MgVyWJHMFw ...