The maker of software for self-driving vehicles is one of several companies aiming to automate long-haul trucking. ...

Core Insights - Waymo, owned by Alphabet, has launched "Waymo for Business," a program allowing companies to create accounts for employees to use its robotaxi services in major cities like Los Angeles, Phoenix, and San Francisco [1] Group 1 - The new corporate program aims to facilitate easier access to autonomous vehicle services for businesses [1] - Waymo for Business is expected to enhance the adoption of robotaxi services among corporate clients [1] - The initiative reflects Waymo's strategy to expand its market presence and operational capabilities in urban mobility [1]

Core Viewpoint - Baidu (BIDU.US) experienced a significant increase of nearly 10%, reaching a price of $137.45, following the news that its APOLLO GO has received a testing license for autonomous vehicles in Dubai [1] Group 1 - APOLLO GO has obtained a testing license for autonomous vehicles in Dubai [1] - The Dubai Roads and Transport Authority plans to expand the fleet of autonomous vehicles to over 1,000 units within the next three years [1]

Key Points At a $2 trillion market cap, with the current share count, Tesla's stock price would be around $627. One exciting growth initiative has analysts excited. These 10 stocks could mint the next wave of millionaires › According to Dan Ives -- a popular sell-side analyst on Wall Street -- Tesla (NASDAQ: TSLA) will become a $2 trillion business by the end of 2026. That market cap roughly translates to a stock price of around $627 given the company's current shares. That's 44% higher than the st ...

Core Insights - Mercedes-Benz Group is preparing to invest in Chongqing Qianli Technology, a developer of autonomous driving systems backed by Geely [1] Company Summary - The investment by Mercedes-Benz Group indicates a strategic move towards enhancing its capabilities in autonomous driving technology [1] - Chongqing Qianli Technology is positioned as a key player in the autonomous driving sector, supported by Geely, which may provide additional resources and expertise [1] Industry Summary - The autonomous driving industry is witnessing increased investments from major automotive players, reflecting a growing trend towards innovation and technological advancement [1] - Collaborations between established automotive companies and technology developers are becoming more common, aiming to accelerate the development and deployment of autonomous driving solutions [1]

Mercedes is preparing to invest in Qianli, a developer of autonomous-driving systems, to bolster its software capabilities in China https://t.co/ROBDe0zkKd ...

自动驾驶技术在 长尾场景（低频率、高风险的安全关键场景） 中表现仍存在显著短板——这类场景虽不常见，却占自动驾驶事故的很大比例，且会导致驾驶员 接管率急剧上升。 传统模块化自动驾驶系统（感知-预测-规划分阶段）存在"误差累积"问题：各阶段的微小误差会逐步放大，导致整体性能难以提升；而端到端方法直接将传感器 输入映射为控制动作或者自车的轨迹，具备更强的适应性和统一优化能力，被认为是解决长尾场景问题的潜在方向。 而当前端到端方法主要分为两类，但均无法很好应对长尾场景： CoReVLA 核心设计："Collect-and-Refine"双阶段框架 为解决上述问题，CoReVLA提出 持续学习的双阶段框架 ，通过"数据收集（Collect）"与"行为优化（Refine）"循环，提升长尾场景下的决策能力。整体流程如 figure 1所示，分为预阶段（SFT）、第一阶段（接管数据收集）、第二阶段（DPO优化）三部分。 预阶段：基于QA数据的监督微调（SFT） 此阶段的目标是让VLA模型建立自动驾驶领域的基础认知，为后续长尾场景学习铺垫。 $${\mathcal{L}}_{S F T}=-\sum_{i=1}^{N}\su ...

One pundit tracking the autonomous driving specialist published a bullish update.Chinese autonomous driving tech company Pony AI (PONY 3.84%) motored well higher on the stock exchange Tuesday. On the back of a fresh analyst update, investors crowded into the stock to leave it with a gain of nearly 4% the trading session. That contrasted with the trajectory of the benchmark S&P 500 index, which moved in reverse with a 0.6% decline on the day.Ramping up service hours and road testingWell before market open, G ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🤯 Tesla @robotaxi gets cut off, handles situation flawlessly!! https://t.co/ATolgrgs32 ...

Summary of Pony AI Inc. (PONY) Conference Call Company Overview - **Company**: Pony AI Inc. (PONY) - **Industry**: Autonomous Vehicle Technology, specifically focusing on Robotaxi services Key Points Business Expansion and Operations - Pony AI has initiated road testing of its Gen-7 Robotaxi in major Chinese cities including Beijing, Guangzhou, and Shenzhen [1] - The company has expanded its Robotaxi services from 15 hours per day to full 24/7 coverage in select areas [1] - Commercialization of fully-driverless Robotaxi services has begun in Shanghai's Pudong New area [1] - The company aims to scale its fleet to 1,000 vehicles by the end of 2025 [1] - Global expansion includes Robotaxi deployment in Qatar and a partnership with ComfortDelGro to enter the Singapore market [1][2] Financial Projections and Earnings Revision - Revenue projections for 2025-2032 have been revised upwards by 1% to 5%, primarily due to increased Robotaxi revenues from longer operating hours and expanded service areas [3] - Gross Margin (GM) is expected to change by -0.3 to 1.8 percentage points during the same period, influenced by product mix changes [3] - Operating Expense (Opex) ratio is revised down by 0.1 to 10.5 percentage points, reflecting improved operational efficiency [3] Target Price and Valuation - The 12-month target price for Pony AI has been revised to US$27.7 from US$24.5, based on a discounted EV/EBITDA method [7] - A 15x EV/EBITDA multiple is applied for the 2031E estimate, reflecting a correlation with EBITDA growth among global peers [7][12] - The target price reflects a potential upside of 33.8% from the current price of US$20.71 [14] Market Dynamics and Risks - The Singapore Ministry of Transport has set a target to deploy autonomous vehicles in public housing estates by the end of 2025, which is favorable for Robotaxi suppliers [2] - Key risks identified include regulatory challenges, supply chain issues, market growth for Robotaxis, personal information concerns, infrastructure readiness, pricing competition, and product liability [13] Financial Metrics - Projected revenues for 2025E are US$81 million, with a growth trajectory leading to US$3.941 billion by 2032E [8] - The company is expected to achieve a net income of US$631 million by 2030E, with a significant improvement in margins over the years [8] Conclusion - Pony AI is positioned for significant growth in the autonomous vehicle sector, with strategic expansions and improved financial metrics. The revised target price and positive market conditions suggest a favorable investment opportunity, albeit with inherent risks associated with the industry.