Key Takeaways SERV guides for 60-75% Q2 delivery growth after expanding to cities like Miami, Dallas, and Los Angeles.Serve now serves over 1,500 restaurants and plans to deploy 2,000 robots by year-end 2025.Q1 revenue rose 150% to $440K, but losses persist and competition from Uber and DoorDash looms.Serve Robotics (SERV) is betting big on growth. Following a first quarter marked by rapid fleet expansion and entry into new markets, the autonomous delivery startup has guided for a 60% to 75% quarter-over-qu ...

Skyfall is designed to deploy six scout helicopters on Mars, where they would explore many of the sites selected by NASA and industry as top candidate landing sites for America's first Martian astronauts. While exploring the region, each helicopter can operate independently, beaming high-resolution surface imaging and sub-surface radar data back to Earth for analysis, helping ensure crewed vehicles make safe landings at areas with maximum amounts of water, ice, and other resources. The data Skyfall collects ...

Mobileye Global (MBLY) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Company ParticipantsDan Galves - Chief Communications OfficerAmnon Shashua - Co-Founder, President, CEO & DirectorChris Mcnally - Senior MDNimrod Nehushtan - Executive VP of Business Development & StrategyVijay Rakesh - Managing DirectorAdam Jonas - Head - Global Auto & Shared Mobility ResearchShreyas Patil - VP - Equity ResearchJoseph Spak - Managing DirectorConference Call ParticipantsJames Picariello - Director & Senior Automotive Ana ...

Mobileye Global (MBLY) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0Greetings, and welcome to the Mobileye Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Dan Galtz, Chief Communications Officer.Thank you. Mr. Galtz, you may begin.Speaker1Thanks, Maria. Hello, e ...

🚨 Wedbush’s Dan Ives: “Musk is driving AI future and autonomous worth $1 trillion to the story.”$TSLADan Ives (@DivesTech):We would be buyers on any Tesla weakness. This is an AI story and the autonomous and robotics future is the future. Deliveries under near term pressure…but Musk is driving AI future and autonomous worth $1 trillion to the story. That’s our bull thesis and focus for Tesla🔥🏆🐂 ...

Revenue down 12%. Vehicles delivered down. Average selling price down.And yet you're at $500. Tell me why. Yeah, I mean, look, the quarter itself, nothing to write home about, but I mean, our view, it's about autonomous robotics as the future for Tesla.So to me, yeah, it's a rough few quarters ahead. But I believe autonomous. We are in the beginning what's going to be $1,000,000,000,000 valuation alone for Tesla.So that's why I don't get so concerned when we talk about deliveries, which actually were kind o ...

作者 | 天然不冻港 编辑 | 自动驾驶之心 原文链接： https://zhuanlan.zhihu.com/p/1925525419739834361 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 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 浅读了近期来自cvpr2025的一些工作，浅显总结一下: 自动驾驶仿真器 = 场景渲染 + 场景外推 + 3D资产重建 + Relighting + 智能体 + 天气 + 其他狠活 HUGSIM HUGSIM: A Real-Time, Photo-Realistic and Closed-Loop Simulator for Autonomous Driving https://doi.org/10.48550/arXiv.2412.01718 第一步：搭个静态环境（建模篇） 用 3D Gaussian Splatting （ 3DGS ） 和 Diffusion Model 打造一个逼真的城市，细节到连路边的奶茶杯都 看得清清楚楚 OmniRe https://a ...

The global market for High Purity Quartz (HPQ) was estimated at US$972.9 Million in 2024 and is projected to reach US$1.3 Billion by 2030, growing at a CAGR of 5.4% from 2024 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping you make informed business decisions. Dublin, July 24, 2025 (GLOBE NEWSWIRE) -- The "High Purity Quartz (HPQ) - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering. The growth in th ...

Robotaxi Service - Tesla's robotaxi service will operate with a model similar to Airbnb and Uber [1] - Tesla car owners can generate income by adding their vehicles to the robotaxi fleet [1]

Core Insights - Tesla's second-quarter earnings revealed the steepest year-over-year revenue decline in a decade, falling below Wall Street estimates, leading to a more than 4% drop in share price after the earnings call [1] - CEO Elon Musk indicated that the company is entering a "weird transition period" due to shifting tariffs, unclear fiscal policy impacts, and political sentiment, suggesting potential rough quarters ahead [1][2] - Despite challenges, Musk expressed optimism for Tesla's economics by the end of next year as the company navigates waning EV incentives and evolving autonomous vehicle regulations [2] Group 1: Financial Performance and Future Outlook - The latest earnings report indicates that Tesla's core auto business may have seen the worst behind it, although it remains below what fundamentals would suggest for a trillion-dollar company [3] - Musk anticipates that a more affordable Tesla model, resembling the Model Y, will be available to the public in the fourth quarter [11] - The company plans to expand its vehicle offerings, including the first builds of a more affordable model in June, with volume production expected in the second half of 2025 [13] Group 2: Robotaxi Development - Tesla executives provided updates on the Robotaxi initiative, planning a quasi-robotaxi expansion in the San Francisco Bay Area, with a driver present to expedite the process while awaiting regulatory approval [8][12] - The current Robotaxi service in Austin is limited to select Tesla influencers and investors, with human safety monitors present during rides [9] - Musk has previously missed deadlines for Robotaxi timelines, raising questions about future projections [10] Group 3: Shareholder Concerns and Governance - Musk expressed concerns about his control over Tesla, fearing he could be ousted by activist shareholders if his shares decrease [14] - A significant majority of direct Tesla shareholders (51%) prefer Musk to focus more on the company rather than his political involvement [16] - The CFO declined to discuss potential investments in Musk's other company, xAI, during the earnings call, indicating a desire to keep the focus on Tesla [17][18]