Robotaxi avoids a sign on the ground https://t.co/kA5dDyjz09 ...

Core Viewpoint - Tesla is navigating challenges in key markets while making strategic moves to boost sales and establish its robotaxi future [1][10]. Group 1: Tesla's Market Moves - Tesla is set to open showrooms in India next month to counteract declining sales globally, with Model Ys already being shipped from China [2]. - The decision to enter the Indian market follows years of consideration and was influenced by a meeting between Elon Musk and Indian Prime Minister Narendra Modi [3]. - The Model Y is expected to be priced around $56,000 in India due to tariffs, significantly higher than its U.S. price of $44,990, which can drop to $37,490 with tax credits [4]. Group 2: Challenges in the Indian Market - The Indian automotive market has a low EV share of just over 5%, with premium cars making up less than 2% of the market, indicating a tough environment for expensive EVs [4][5]. - Despite the challenges, the move to India is seen as logical given the overcapacity issues in China's automotive production [5]. Group 3: Robotaxi Developments - Tesla has launched a pilot robotaxi service in Austin, Texas, marking a significant step towards its autonomous driving ambitions [6][8]. - The pilot service offers short rides in a geofenced area for a flat fee of $4.20, with safety monitors present in the vehicles [9]. - The success of the robotaxi pilot could be pivotal for Tesla's future, with the company’s market capitalization exceeding $1.1 trillion, and potential growth in AI and robotics expected to multiply this valuation [8][10]. Group 4: Investor Sentiment - While there are negative aspects for Tesla investors to consider, the recent strategic moves, including the robotaxi pilot and expansion into India, are seen as positive developments [11].

Core Insights - Uber's shares increased by approximately 7.6% following the announcement of a partnership with Waymo to offer rides in Atlanta exclusively through Uber's app [1] Group 1: Partnership Details - The partnership with Waymo allows Uber users in Atlanta to order rides in autonomous vehicles, marking the second market for this collaboration after Austin [2] - In Austin, over 100 Waymo vehicles are available exclusively through Uber, with an average trip rating of 4.9 stars [2] Group 2: Service Features - Riders in Atlanta can choose to ride in autonomous vehicles at no extra cost, with the option to switch to human-driven vehicles if desired [4] - Waymo riders will have 24/7 customer support accessible through the Uber app and Waymo's in-car screens [4] Group 3: Strategic Direction - Uber is not pursuing the development of its own self-driving cars but is focusing on partnerships with established players in the autonomous driving sector [5] - This strategy leverages Uber's extensive platform, fleet, and operational experience, presenting significant revenue opportunities [5]

Key Takeaways UBER expands AV reach via partnerships with WeRide in Dubai and NVIDIA for AI-driven mobility solutions. PONY plans to expand its fleet to over 1,000 robotaxis by 2025, focusing on key Chinese cities. PONY's partnership with Shenzhen's top taxi firm supports large-scale Gen 7 robotaxi deployment.The robotaxi market has huge potential. The global robotaxi market is projected to reach $45.7 billion by 2030, at a CAGR of 91.8% from 2023 to 2030. This highly lucrative space attracts both Pony AI ...

Tesla robotaxi seen with no one driving https://t.co/pwLPIdmw5C ...

作者 | LiangWang 编辑 | 自动驾驶之心 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>点击进入→ 自动驾驶之心 『4D标注』技术交流群 本文只做学术分享，如有侵权，联系删文 近几年随着深度学习技术的发展，基于数据驱动的算法方案在自动驾驶/机器人领域逐渐成为主流，因此算法对数据的要求也越来越大。区别于传统单帧标注，基 于高精点云地图的4D标注方案能够有效减少标注成本并提高数据真值质量。 4D标注中的4D是指三维空间+时间维度，4D数据能够映射到任意时刻得到单帧真值用于模型训练，区别于大范围高精地图生产，4D标注只关注一小片区域的静态 和动态元素。然而如何生成标注所需底图是其中的一个关键环节，针对不同的标注需求，通常需要实现"单趟建图"，"多躺建图"和"重定位"等关键技术，在场景上 还需要支持有GNSS的行车场景和无GNSS的泊车场景。 LSD (LiDAR SLAM & Detection) 是一个开源的面向自动驾驶/机器人的环境感知算法框架，能够完成数据采集回放、多传感器标定、SLAM建图定位和障碍物检测 等多种感知任务。 本文将详细介 ...

Core Insights - Nvidia generated over $44 billion in revenue in Q1 of fiscal 2026, with $39.1 billion from its data center business, highlighting its dominance in the GPU market for AI developers [1] - CEO Jensen Huang predicts AI data center spending will exceed $1 trillion annually by 2028 and sees autonomous vehicles as another trillion-dollar opportunity [2][7] - The automotive segment, currently contributing only 1.3% of total revenue, is expected to grow significantly, with forecasts suggesting it could reach $5 billion in fiscal 2026, a 194% increase from $1.7 billion in fiscal 2025 [9][10] Industry Trends - The development of autonomous vehicles requires advanced AI software and hardware, with only a few companies successfully navigating this complex landscape [4] - Major players like Waymo and Tesla are leading the charge in autonomous ride-hailing, while many traditional car manufacturers lack the necessary expertise and resources [5] - Nvidia's Drive platform, which includes the powerful Thor chip, is gaining traction among top automotive brands, indicating a shift towards Nvidia's solutions in the self-driving market [6] Future Projections - Nvidia's automotive revenue could triple, but it will still represent a small fraction of overall revenue, with the data center segment remaining the primary driver of growth [9][13] - The company is also seeing increased investment from car manufacturers in its DGX data center systems and the Cosmos multimodal foundation model, which enhances self-driving AI capabilities [11][12] - Nvidia stock is currently trading at a P/E ratio of 46.4, which is a 23% discount to its 10-year average, suggesting potential for growth as the autonomous driving market develops [14][16]

Robotaxi is ready to kick ass and take the wheel https://t.co/m0Wdwbg24g ...

RT Dirty Tesla (@DirtyTesLa)Robotaxi pulls over for an ambulance 🤩🤩 https://t.co/QFdLggMiUy ...

RT Tesla Owners Silicon Valley (@teslaownersSV)My first ever Tesla Robotaxi drive@tesla @Tesla_AI @Tesla_Optimus@HansCNelson riding with me.The future is autonomous. https://t.co/kPLUYajsZG ...