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Pony Ai(PONY) - 2025 Q2 - Earnings Call Transcript
2025-08-12 13:00
Pony AI (PONY) Q2 2025 Earnings Call August 12, 2025 08:00 AM ET Speaker0Hello, ladies and gentlemen. Thank you for standing by, and welcome to PonyAI Inc. Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the management's prepared remarks, there will be a question and answer session.As a reminder, today's conference call is being recorded, and a webcast replay will be available on the company's Investor Relations website at irponyai ...
小马智行Robotaxi车辆总数突破500台:Q2获BG等至少14家长线基金增持
IPO早知道· 2025-08-12 12:23
Robotaxi商业化进展和技术壁垒被投资机构长期看好。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 小马智行( NASDAQ: PONY) 于 8月12日美股盘前披露了截至2025年6月 30日的未经审计业绩报告。 财报显示, 小马智行二季度总营收 1.54亿元人民币(2150万美元),同比增长75.9%,环比增长 53.5% 。 其中 ,小马智行二季度 Robotaxi乘客车费收入同比 增长 超 3 倍 , Robotaxi车辆总 数 已 突破 500 台,预期年底超 1000台 。 值得一提的是, 根据多家投资机构最新披露的 13F文件(机构投资经理持仓报告), 小马智行 在 第 二 季 度 获 得 了 柏 基 投 资 ( Baillie Gifford ) 、 日 本 日 兴 资 产 管 理 ( Nikko Asset Management) 等至少 14家 国际长线资金 的 大幅增持 ,这表明了小马智行的 Robotaxi商业化 进展和技术壁垒被投资机构长期看好 。 小马智行创始人、 CEO 彭军表示: " 二季度 Robotax ...
Foresight, KONEC and GINT Collaborate on Prototype Development for Autonomous Tractors Toward Mass Production
Globenewswire· 2025-08-11 12:53
Revenue potential of up to $35M by 2030, with initial sales expected in 2026 Ness Ziona, Israel, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Foresight Autonomous Holdings Ltd. (Nasdaq and TASE: FRSX) (“Foresight” or the “Company”), an innovator in 3D perception systems, announced today the signing of a three-way agreement with KONEC Ltd. (“KONEC”), a leading South Korean Tier-One automotive supplier, and GINT Ltd. (“GINT”), a South Korean company specializing in automation technologies for agricultural machinery, co ...
北美互联网- 5 大主题及我们的精选标的-5 Themes on the Gig Economy and Our Picks
2025-08-11 02:58
August 7, 2025 05:12 AM GMT Internet | North America 5 Themes on the Gig Economy and Our Picks | What's Changed | | | | --- | --- | --- | | DoorDash Inc (DASH.O) | From | To | | Price Target | $275.00 | $300.00 | | Airbnb Inc (ABNB.O) | | | | Price Target | $130.00 | $120.00 | | We detail 5 key macro takes on the gig economy after UBER/ | | | | DASH/ABNB/LYFT earnings as we remain OW DASH and UBER | | | and UW ABNB. UBER, LYFT, DASH and ABNB all reported today for our "gig day" update. We detail 5 macro gig ...
自动驾驶论文速递 | 端到端、分割、轨迹规划、仿真等~
自动驾驶之心· 2025-08-09 13:26
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30个 方向 学习 路线 DRIVE 约束感知自动驾驶的动态规则推断与验证评估框架 斯坦福大学和微软提出了 DRIVE 框架,通过动态规则推断和验证评估技术,实现了自动驾驶中概率软约束 的学习与规划集成,在 inD、highD 和 RoundD 数据集上达成 0.0% 软约束违反率,并显著提升轨迹平滑性 与泛化能力。 主要贡献: 算法框架: 实验结果: 可视化: 论文标题:DRIVE: Dynamic Rule Inference and Verified Evaluation for Constraint-Aware Autonomous Driving 论文链接:https://arxiv.org/abs/2508.04066 代码:https://github.com/genglongling/DRIVE 1. 提出 DRIVE 框架,通过指数族似然建模从专家驾驶演示中学习概率性软约束,克服了传统方法依赖固 定约束形式或纯奖励建模的局限,实现了动态规则推理与轨迹级决策的紧密耦合。 2. 将学习到的约束分布嵌入凸优化规划模块,生成 ...
【Tesla每日快訊】 Robotaxi 獲得德州運營許可!新法規背後藏著什麼驚喜?🔥FSD快速迭代/GM驚人決定(2025/8/9-1)
大鱼聊电动· 2025-08-09 04:42
大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi拿下 德州许可证 2. FSD正在快速迭代 3.GM的惊人决定 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周五收盘是329.68% 全天上涨了7.41%美元 涨幅是2.3% 美国三大股指 纳指上涨0.96% 道指上涨0.48% 标普上涨0.79% 第一部分 Robotaxi拿下 德州许可证 就在所有人担心 特斯拉Robotaxi 会被德州9月1日 生效的新法规 直接卡死的时候 一份官方文件 给了所有人 一个惊喜! 没错! 就在法规生效前夕 特斯拉绝地反杀 正式拿下了 德州的共乘许可证! 这意味着什么? 这意味着 Tesla Robotaxi LLC 在法律上 已经和Uber Lyft平起平坐 是一家官方认证的 网约车公司了! 这不仅仅是一张纸 这是开战的号角! 有了官方许可 之前在德州 其他城市的 低调测试 马上就要变成 正规军大杀四方! 德州将成为特斯拉 Robotaxi服务的 第一个主战场! 那些质疑和担忧 现在可以闭嘴了! Tesla终于在德州拿下了 Robotaxi营运 共乘许可证( Ri ...
Tesla Is Balanced on a Knife Edge: Time to Tread Carefully
MarketBeat· 2025-08-08 15:21
Tesla TodayTSLATesla$333.37 +11.10 (+3.44%) 52-Week Range$194.67▼$488.54P/E Ratio192.74Price Target$303.31Add to WatchlistShares of auto-giant Tesla Inc NASDAQ: TSLA popped more than 3.5% on Aug. 6, snapping a mini losing streak and reigniting hopes that a bullish breakout is just around the corner. The stock has continued to trade within a tightening pennant pattern for the past few weeks. Wednesday's move adds more tension to what's becoming one of the more interesting technical setups among the mega-cap ...
Learning for a World That World Doesn't Exist Yet | Sumit Dey | TEDxAssam University
TEDx Talks· 2025-08-05 14:50
Industry Trends & Challenges - The engineering field is technically dynamic, requiring continuous learning due to rapid technological advancements and industry saturation [2] - Preparing for future technologies requires understanding research timelines and the evolution of solutions over decades [14] - Social media and media often popularize immediate job opportunities after bachelor's degrees, potentially leading to a "dropout" from deeper education [16] Educational Strategies - Aspiring engineers should think decades in advance to identify societal needs and contribute to future developments [7] - Curriculum serves as a foundation, but students should proactively learn beyond it to create societal value [9][10] - Following the latest research helps understand industry direction and the maturation of technologies [13][15] - Pursuing master's and PhD degrees is crucial to reach the edge of human knowledge and contribute meaningfully [17] Long-Term Vision & Contribution - The industry should encourage a long-term perspective, prioritizing in-depth knowledge over immediate gratification [21] - Real contributions happen at the edge of human knowledge, requiring dedication beyond a bachelor's degree [22]
Lyft is getting into the robotaxi game with a big Chinese company
Business Insider· 2025-08-05 04:52
Core Insights - Lyft is partnering with Baidu to introduce robotaxis in Europe, starting with the UK and Germany in 2026, pending regulatory approvals [1][2] - The partnership aims to leverage Baidu's autonomous driving technology and Lyft's operational expertise to enhance mobility solutions for European users [2] - Baidu's Apollo Go service, launched in 2020, currently operates in 11 Chinese cities and plans to expand to Dubai and Abu Dhabi by 2026 [2] Company Developments - Lyft announced the acquisition of Freenow, a ride-hailing service in nine European countries, to strengthen its presence in the European market [7] - The collaboration with Baidu is part of Lyft's strategy to integrate advanced technology into its services, focusing on safety, reliability, and privacy for users [2] Industry Context - The robotaxi market is becoming increasingly competitive, with major players like Tesla and Waymo also vying for dominance in the US [8] - Analysts have expressed skepticism about the profitability timeline for driverless taxis, suggesting that the market may be overestimated [8]
中国汽车零部件行业_关于上海计划的我们的看法-First Read_ China Auto Parts Sector _Our thoughts on Shanghai's plan to..._
2025-08-05 03:19
Global Research First Read China Auto Parts Sector Our thoughts on Shanghai's plan to build high- level autonomous driving zone Shanghai unveils a plan to build leading high-level autonomous driving zone On 26 July, Shanghai unveiled a plan to establish a global-leading high-level autonomous driving zone by 2027 at the World Artificial Intelligence Conference 2025. The plan aims to launch level 4 autonomous driving vehicles to cover over 6 million passenger trips by 2027, open more than 5,000km of roads for ...