PresentationPeter GastreichWater Tower Research LLC Thank you for joining us today for a fireside chat with John Gibson, the Chief Executive Officer of Nauticus Robotics, NASDAQ ticker KITT. I'm Peter Gastreich, Energy Transition and Sustainable Investing Analyst here at Water Tower Research. Nauticus develops autonomous underwater drone or AUD robots and software that service ocean industries like offshore oil and gas, wind power, defense and deep sea mineral exploration. Its electric-powered robots enhan ...

Ondas Inc. (NASDAQ:ONDS) is one of the best NASDAQ stocks under $30 to buy. On March 17, Ondas announced the acquisition of INDO Earth Moving Ltd., a company that specializes in heavy engineering equipment for military and national infrastructure. This acquisition follows INDO’s recent $140 million contract award from a major military customer to provide a fleet of heavy-tracked engineering vehicles along with long-term maintenance and logistics support. The program is expected to begin generating revenu ...

Lucid Group, Inc. (NASDAQ:LCID) is one of the 10 Best Auto Manufacturer Stocks to Buy According to Analysts. On March 12, 2026, Reuters reported that Lucid Group, Inc. (NASDAQ:LCID) revealed its goal to achieve positive cash flow by the end of the decade while developing affordable vehicle models and autonomous technology. The corporation unveiled a two-seater robotaxi model that excludes a steering wheel and pedals at its investor day in New York. The firm said that a mid-size car platform set to arrive l ...

Core Insights - GXO Logistics has made a significant advancement in AI-enabled warehouse automation by deploying its first autonomous industrial truck at its facility in Épinoy, France, in collaboration with KION [1][2] - The pilot program aims to demonstrate measurable improvements in cost savings, productivity, operational scalability, and safety for customers through advanced automation [1][2] - GXO's CEO Patrick Kelleher emphasized the importance of creating real, measurable impacts through the integration of advanced AI into operations, showcasing the commercial benefits for customers [2] Company Overview - GXO Logistics, Inc. is the world's largest pure-play contract logistics provider, with over 150,000 team members across more than 1,000 facilities, totaling over 200 million square feet [4] - The company is strategically positioned to capitalize on the rapid growth of e-commerce, automation, and outsourcing, serving leading blue-chip companies with technologically advanced supply chain solutions [4] Industry Collaboration - The pilot represents a major milestone in the collaboration between KION, NVIDIA, and Accenture, focusing on bringing AI innovation and digital technologies into real-world supply chain operations [2] - GXO serves as the inaugural real-world pilot site for KION's NVIDIA-powered Physical AI technology, highlighting its role in transforming global supply chains [3]

Core Insights - Uber Technologies Inc shares experienced a rise in premarket trading following the announcement of its autonomous vehicle strategy [1] Group 1: Global Fleet Expansion Plans - Uber and Nvidia plan to launch a global fleet of autonomous vehicles, utilizing Nvidia software, with a rollout scheduled for the first half of 2027 [2] - Initial launches will focus on Los Angeles and San Francisco, with a goal to expand to 28 cities worldwide by 2028 [2] Group 2: Leadership on AI Integration - CEO Dara Khosrowshahi emphasized the potential of autonomous technology to enhance transportation safety, reliability, and accessibility, highlighting the synergy between advanced AI and Uber's global network [3] - Nvidia CEO Jensen Huang remarked on the significant technological shift, comparing it to a "ChatGPT moment" for physical AI, indicating advancements in robotic systems' reasoning capabilities [3] Group 3: Roadmap to Level 4 Autonomy - The deployment of autonomous vehicles will occur in phases, starting with data collection, followed by operator-led launches, ultimately aiming for fully driverless Level 4 deployments [4] Group 4: Earnings and Outlook - Uber is set to report first-quarter earnings on May 6, with analysts predicting an earnings per share of 71 cents on revenue of $13.30 billion [5] - In the previous quarter, Uber exceeded revenue expectations with $14.37 billion, and analysts have a consensus price forecast of $106.76 for UBER, with Evercore ISI Group setting a high target of $150 [5] Group 5: UBER Price Action - Uber shares closed at $74.66, up 1.72% on Monday, and increased by 3.74% to $77.45 during premarket trading on Tuesday [6]

Core Insights - Waymo is piloting a program in Atlanta to compensate DoorDash drivers for closing doors left ajar on its autonomous vehicles, highlighting the need for human intervention in certain basic operations despite advanced technology [2][4]. - The company is also collaborating with Honk, an independent roadside assistance service, to pay users for similar tasks, with reports indicating payments of up to $24 in Los Angeles for closing a Waymo door [5]. - Waymo's valuation stands at $126 billion following a recent financing round, and it is a key component of Alphabet's Other Bets segment, which aims to leverage technology to address significant industry challenges [4]. Financial Performance - Alphabet's Other Bets segment, which includes Waymo, reported an operating loss of $7.5 billion last year, which encompassed a $2.1 billion stock-based compensation charge attributed to Waymo [5]. - Waymo's operational costs are impacted by the need to employ gig workers for tasks that could eventually be automated, indicating a reliance on human labor in the short term [4]. Market Expansion - Waymo has begun deploying its next-generation robotaxi and currently operates its fully autonomous service in six U.S. markets, with plans for further expansion within the year [6].

Core Insights - Baidu and Uber are expanding their global partnership by launching the Apollo Go autonomous ride-hailing service on the Uber platform in Dubai [1][4] - The service is expected to launch in the coming month, initially available in select locations within the Jumeirah area, with plans for expansion based on operational learnings and regulatory approvals [2][3] Company Developments - The collaboration supports Dubai's goal of having 25% of all transportation trips be autonomous by 2030 [3] - Passengers can book an Apollo Go vehicle through the Uber app by selecting the "Autonomous" option or when booking Uber Comfort or UberX [3] - Fleet management will be conducted by third-party operator New Horizon [3] Industry Impact - This deployment is a significant step in providing safe, efficient, and accessible autonomous mobility worldwide, leveraging Uber's extensive network [4] - Uber has over 20 autonomous vehicle partners completing millions of autonomous trips annually, positioning itself as a global platform for the autonomous vehicle industry [4] Performance Metrics - Apollo Go has logged over 240 million autonomous kilometers, with more than 140 million kilometers completed in fully driverless mode [5] - The service has surpassed 250,000 weekly rides and completed over 17 million cumulative rides as of October 31, 2025 [5]

Core Insights - Tesla will cease production of its Model S and Model X vehicles, marking the end of its longest-running models as the company shifts focus towards autonomous technology and robotics [1][5] - The decision aligns with Tesla's recent earnings report, which indicated a 3% decline in revenue to $24.9 billion for the last quarter [1][8] - Manufacturing of the Model S and Model X is expected to conclude in 2026, with the Fremont factory space being repurposed for new initiatives, including the production of Optimus humanoid robots [2][12] Financial Performance - Tesla's revenue for 2025 was reported at $94.8 billion, reflecting a 3% decrease compared to the previous year [8] - The company experienced a 16% decline in EV sales last quarter, with total vehicle sales dropping to 1.64 million units, a 9% decrease year-over-year [11] Strategic Shift - Elon Musk emphasized the transition from the Model S and X production lines to a new line capable of producing up to 1 million Optimus units annually, indicating a complete overhaul of the supply chain [12] - Tesla plans to invest in infrastructure to support clean energy, transport, and autonomous robots, including the establishment of six new production lines across various sectors [12]

Core Insights - Investors are becoming cautious about the future of Uber Technologies, Inc. as it integrates autonomous technology into its business model [1] - Management remains optimistic about the company's direction and potential growth [1] Company Analysis - Uber is focusing on autonomous technology as a key component of its business strategy, which may influence investor sentiment [1] - The management's optimism suggests a belief in the long-term viability and profitability of this technological shift [1] Industry Context - The integration of autonomous technology in the ride-sharing industry is a significant trend that could reshape competitive dynamics [1] - Investors' wariness reflects broader market concerns regarding the adoption and scalability of autonomous solutions in transportation [1]

Core Insights - Investors are becoming cautious about the future of Uber Technologies, Inc. as it integrates autonomous technology into its business model [1] - Management remains optimistic about the company's direction and potential growth [1] Company Analysis - Uber is focusing on autonomous technology as a key component of its business strategy, which may influence investor sentiment [1] - The management's optimism suggests a belief in the long-term viability and profitability of this technological shift [1] Industry Context - The integration of autonomous technology in the ride-sharing industry is a significant trend that could reshape competitive dynamics [1] - Investors' wariness reflects broader market concerns regarding the adoption and scalability of autonomous solutions in transportation [1]