As filed with the Securities and Exchange Commission on December 31, 2025 Registration No. 333- _______________________________ FORM F-1 REGISTRATION STATEMENT Under The Securities Act of 1933 _______________________________ Robo.ai Inc. (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) _______________________________ Cayman Islands 3711 Not Applicable (State or other jurisdiction of (Primary Standard Industrial Classification Code Number) ...

Company Overview - Uber is a globally recognized brand and the leader in the rideshare market, generating more revenue globally from its Uber Eats segment than DoorDash, despite being behind DoorDash in the U.S. delivery market [3][4] Business Model - The company addresses two key needs: providing a platform for individuals to earn extra income by offering rides and serving customers in need of rides or food deliveries. This service is transformative, leading some users in car-dependent areas to rely on ridesharing instead of car ownership [4] Future Growth Potential - The trend towards ridesharing may accelerate with the rise of autonomous driving. Uber has partnered with automakers like GM and tech companies like Alphabet to support the self-driving car industry, positioning itself as a key player in the transportation ecosystem without owning the vehicles [5][6] Financial Performance - In the first nine months of 2025, Uber reported nearly $38 billion in revenue, an 18% increase year-over-year. Costs and expenses grew at a slower rate than revenue, and a $4.3 billion income tax benefit contributed to a net income of $9.8 billion, significantly higher than the $3.0 billion from the previous year [7] Market Position - Uber has established itself as the global leader in both rideshare and delivery markets, with revenue continuing to rise at double-digit rates. Current valuation suggests that regulatory challenges are already factored into Uber's stock price [8] Stock Performance - Despite macroeconomic concerns and pressures regarding driver employment classification, Uber's gross bookings are on the rise, and the stock has increased by over 30% in the past year [9]

Core Insights - Uber Technologies Inc. and Lyft Inc. are collaborating with Baidu Inc. to test driverless taxis in the UK, reflecting the competitive landscape of autonomous ride-sharing services globally [1][2] - Uber plans to initiate a pilot program with Baidu's Apollo Go RT6 robotaxis in London in the first half of 2026, with expectations for commercial services to launch before the end of next year [1][2] - Lyft is also set to conduct trials in the UK next year, pending regulatory approval, using the same type of vehicles [2] Company Strategies - Uber has shifted from in-house development of autonomous driving, which it abandoned in 2020, to forming partnerships with various robotaxi companies [5] - Uber's CEO has indicated plans to offer driverless services in over 10 markets by the end of next year [5] - Lyft has signed a deal with Baidu to deploy robotaxis in Europe, indicating a similar strategy to Uber [6] Industry Trends - The global rollout of robotaxis is accelerating, with companies like Baidu, Weride Inc., and Alphabet Inc.'s Waymo leading the market [2] - Other ride-hailing platforms, such as Southeast Asia's Grab, are also partnering with Chinese firms to enhance their autonomous vehicle offerings [6] - Despite the growth in the sector, profitability of the robotaxi model remains uncertain, as companies like Pony AI Inc. and Weride continue to incur losses [6]

Industry Overview - The auto industry in 2025 is navigating policy uncertainty and shifting incentives, with U.S. new-vehicle sales expected to reach about 16.3 million units, the strongest level since 2019 [1] - Sales are projected to settle near 16 million units in 2026 as pricing, inventory, and dealer supply normalize, with growth driven by real consumer demand rather than short-term incentives [2] - Affordability remains a key theme, with higher-income buyers supporting demand for larger vehicles while cost-conscious shoppers lean towards used and off-lease options [3] Company Insights Garrett Motion - Garrett Motion develops advanced turbocharging and zero-emission technologies, securing new light-vehicle turbo programs and expecting over $40 million in lifetime revenues from turbochargers used in data-center backup power systems [6][7] - The company raised its 2025 profit outlook and approved a $250 million share repurchase program for 2026, with a Wall Street average price target of $20.75/share suggesting a nearly 19% upside [8] Standard Motor Products - Standard Motor Products specializes in premium automotive replacement parts, with demand driven by an aging vehicle fleet and long-term growth themes like electrification and affordability [9] - The acquisition of Nissens in November 2024 is expected to deliver $8-12 million in annualized cost savings, with a Wall Street average price target of $47/share suggesting a nearly 25% upside [11][12] Blue Bird Corporation - Blue Bird is a leader in low- and zero-emission school buses, with a record delivery of 901 electric buses in fiscal 2025 and an order backlog of 680 electric buses supporting its 2026 sales outlook [13][14] - The company targets $1.5 billion in revenues and $220 million in adjusted EBITDA for fiscal 2026, with a Wall Street average price target of $56.71/share suggesting a nearly 12% upside [15] WeRide Inc. - WeRide is a leader in the autonomous driving space with a fleet of over 1,600 AVs, including robotaxis and driverless licenses across eight countries, and is expanding its commercial operations [16][17] - The company has an attractive average broker recommendation of 1.42, with a Wall Street average price target of $15/share suggesting a nearly 72% upside [18]

Core Insights - Cadence Design Systems Inc. (CDNS) is positioned to benefit from increasing demand for its AI-driven solutions amid strong design activity and customer spending on AI initiatives [1] Financial Performance - In Q3, CDNS reported revenues of $1.339 billion, reflecting a year-over-year increase of 10.2% [2][8] - The company generated operating cash flow of $311 million and free cash flow of $277 million [2] - As of September 30, 2025, CDNS had cash and cash equivalents of $2.753 billion and long-term debt of $2.479 billion [2] Growth Strategy - CDNS is pursuing a disciplined inorganic growth strategy, acquiring technologies that enhance organic growth [3] - Recent acquisitions include the Design & Engineering division of Hexagon AB, Artisan foundation IP from Arm Holdings, and Secure-IC [3] Shareholder Returns - CDNS repurchased shares worth $200 million in Q3 and plans to repurchase another $200 million in Q4 [4] - The company intends to use at least 50% of its free cash flow for share buybacks in 2025 [6][8] Future Outlook - The company expects revenues for 2025 to be between $5.262 billion and $5.292 billion, with operating cash flow projected between $1.65 billion and $1.75 billion [6][8] - Trends such as 5G, hyperscale computing, and autonomous driving are anticipated to drive design activity and sustain top-line growth [5]

分组1 - The Santa Claus rally is currently underway, with stocks nearing record highs, as historically, this rally has occurred in nearly 80% of the last 50 years [2][3] - Precious metals have seen significant gains, with gold reaching a new record and silver up 40% in the past month [2] - Freeport Macaran, a leading gold and silver miner, has seen its shares rise 28% in the last month, indicating strong market performance [3] 分组2 - Nvidia has made its largest acquisition, purchasing assets from AI chip startup Grock for approximately $20 billion, which reflects the company's aggressive expansion in the AI sector [3][29] - Grock's founder will join Nvidia, and the remaining parts of Grock will operate independently, focusing on cloud business [29] - Nvidia's stock is expected to rise as the market anticipates positive outcomes from this acquisition [29] 分组3 - The tech sector, particularly AI, has driven significant market growth, with Nvidia and Alphabet contributing to a 20% increase in the NASDAQ this year [5] - Concerns are emerging regarding the potential overvaluation of AI stocks, with predictions of a market correction in 2026 [5] - Analysts suggest that Nvidia's growth potential is underestimated, with projections indicating a possible stock price of $250 by the end of 2026 [8] 分组4 - Tesla is positioned to lead in the autonomous vehicle market, with expectations that 20% of vehicles will be autonomous in the next few years [14] - The company's future value is projected to be between $2 trillion and $3 trillion, driven by its advancements in autonomous technology [15] - General Motors and Ford are seen as lagging in the autonomous vehicle space, needing to adapt to remain competitive [18] 分组5 - Palantir is anticipated to reach a trillion-dollar market cap within the next few years, as it begins to tap into the commercial market [19] - The company is viewed as a potential disruptor in the enterprise software space, comparable to Salesforce and Oracle [20] - The competitive landscape is shifting, with Palantir's unique approach posing challenges to traditional software companies [22]

Core Insights - Investor Ross Gerber has shared his experiences with Tesla's Full Self-Driving (FSD) system, particularly highlighting its limitations in adverse weather conditions [1][2][3][4]. Group 1: FSD System Performance - Gerber reported that the FSD system version 14.2.1.25 on his Cybertruck did not function properly in the rain, displaying a prompt indicating "Autopilot Visibility Limited" [2][3]. - He emphasized that the issue was not due to dirt on the camera but rather the rain itself, questioning Tesla's plans if the FSD system struggles in such conditions [3][4]. Group 2: Tesla Leadership and Developments - Tesla CEO Elon Musk claimed to have experienced autonomous driving in a Robotaxi without a safety monitor, which aligns with the company's goal of deploying driverless operations by the end of the year [5]. - A Tesla Robotaxi was recently observed testing autonomously in Austin, indicating progress towards achieving full autonomy [5]. Group 3: Market Performance - Tesla's stock (TSLA) experienced a slight decline of 0.11%, closing at $485.03 during after-hours trading [6]. - The company is noted to perform well on Momentum and Quality metrics, although it is rated poorly on Value [6].

Core Insights - Waymo is implementing a fleet-wide software update to address issues exposed by a significant power outage in San Francisco, which halted its robotaxi service as vehicles stalled at dark intersections [1][9][11] Group 1: Incident Overview - A power outage affected nearly 30% of San Francisco, disabling traffic signals and causing gridlock, which highlighted limitations in Waymo's autonomous system [3][6][18] - The outage was triggered by a fire at a PG&E substation, leading to widespread traffic disruptions during a busy shopping weekend [4][5] - Waymo proactively paused operations as the outage intensified, with many vehicles immobilized at intersections, contributing to congestion [5][10] Group 2: Response and Updates - The software update aims to enhance the self-driving software's ability to recognize and respond to large-scale power outages, allowing vehicles to navigate dark intersections more effectively [2][20] - Waymo resumed its ride-hailing service on Sunday evening after power was restored, although some customers remained without electricity [9][19] - The company is reviewing lessons learned from the outage to improve its technology and maintain community trust [20] Group 3: Operational Context - Waymo operates a fleet of over 1,500 vehicles in major cities, including Phoenix and Los Angeles, and has logged over 100 million autonomous miles [14][15] - Despite lower crash rates compared to human drivers, Waymo faces scrutiny regarding its handling of edge cases, such as power outages [15][18] - The incident has intensified concerns among residents and lawmakers about the reliability of autonomous vehicles in rare but predictable scenarios [18]

Group 1: Nvidia - Nvidia is expected to benefit from China's reopening, which may not have been fully factored into investor expectations [1] - The company is seen as a key player in the AI revolution, with growth estimates underestimated by 15 to 20% through 2026, potentially reaching a stock price of $250 by the end of that year [2] - Nvidia has less exposure to OpenAI compared to AMD, which may be partially owned by OpenAI in the future, positioning Nvidia favorably in the market [3] - The AI revolution is in its early stages, with only 3% of US companies having adopted AI, suggesting significant growth potential for Nvidia and other tech companies [3] Group 2: Tesla - 2026 is projected to be a pivotal year for Tesla as it enters the autonomous vehicle market, with expectations of robo taxis operating in 30 cities across the US [5] - The autonomous vehicle market is anticipated to grow, with 20% of vehicles expected to be autonomous in the next 3 to 4 years, positioning Tesla as a leader in this space [6] - Tesla's market value related to its robotics initiatives is conservatively estimated at $1 trillion, with potential for significant growth driven by autonomous technology [7] - Investors are looking beyond immediate delivery numbers to the long-term potential of Tesla's autonomous chapter, with projections of 4 to 5 times growth in the coming years [8] Group 3: General Motors and Ford - General Motors' stock has increased by 56% year-to-date, while Ford's has risen by 35%, despite challenges in their EV businesses [12] - GM is viewed as better positioned to navigate the transition to autonomous vehicles compared to Ford, which faces more significant challenges [11] - Both companies need to strategize their approach to the autonomous vehicle market, with potential partnerships with Tesla not ruled out [11] Group 4: Palantir - Palantir is expected to reach a market cap of $1 trillion within the next two to three years, as its disruptive potential in the enterprise market is recognized [13] - The company is seen as a future competitor to Salesforce and Oracle in the software space, despite its current high valuation [13] - Palantir's approach, which does not rely on direct salespeople, is viewed as a significant challenge to traditional software companies [16] Group 5: Overall Tech Industry Trends - The acceleration of enterprise adoption of AI has been surprising, with capital expenditures on AI technology being 50% higher than the previous year [19] - The tech industry may face a reset in the coming year, but this could lead to strong growth opportunities in the following decade [3]

Group 1 - Tesla is maintaining strong investor confidence despite challenges such as political noise, a cooling EV market, and increasing global competition, with shares trading near record highs [1] - Future product platforms, including the Cybercab robotaxi and Optimus humanoid robot, are driving optimism and investment in Tesla, with expectations for significant advancements in autonomous transportation and AI-driven robotics [2][4] - Wedbush Securities projects Tesla will launch robotaxi services in over 30 cities by 2026 and increase production of Cybercabs, with a base-case valuation of $600 per share and a bullish target of $800, indicating a potential 64.7% upside [3] Group 2 - Tesla's market capitalization is approximately $1.6 trillion, positioning it among the elite "Magnificent Seven," with a shift in investor perception from an automaker to a long-term AI and robotics company [5] - The company's ambitions extend beyond electric vehicles, focusing on innovations in AI, autonomous driving, and robotics, suggesting that these areas could become major revenue drivers in the future [4][5]