An enormous domestic market and fierce competition have pushed down vehicle and sensor costs in China. Even so, operators of self-driving cars have not yet turned a profit https://t.co/FUpYR8xY0L ...

There are several reasons to believe China may win the race to build a robotaxi industry at scale. One is strong state backing. Another is that its self-driving cars are surprisingly cheap https://t.co/eYlcsEX9EA ...

Group 1: Bill Ackman's Portfolio - Bill Ackman has nearly 50% of his portfolio invested in three stocks: Uber Technologies, Brookfield Corp, and Howard Hughes Holdings [1][2][4][6] - Ackman's largest investment is in Uber Technologies, valued at approximately $3 billion, which constitutes around 20% of his total portfolio [2] - Ackman is a relatively new investor in Uber, having acquired shares in the first quarter of 2025, with the stock price increasing over 40% year to date due to AI and self-driving car hype [3] Group 2: Uber Technologies - Uber Technologies has a current market capitalization of $173 billion, with a gross margin of 32.74% and no dividend yield [1] - The stock price of Uber has fluctuated between $59.33 and $101.99 over the past 52 weeks, with a current price of $83.36 [1] - The potential for the robotaxi market, which could be valued at $10 trillion globally, makes Uber an attractive investment option [3] Group 3: Brookfield Corp - Brookfield Corp is a global alternative investments manager focusing on non-traditional assets such as renewable energy and infrastructure projects [4] - Ackman first purchased shares in Brookfield in early 2024, with the stock rising 13% year to date and achieving a 101% return over the last five years [5] Group 4: Howard Hughes Holdings - Howard Hughes Holdings is a real estate company with projects across multiple states, focusing on Master Planned Communities [6] - Ackman has a historical connection to Howard Hughes Holdings, having helped found the company in 2010 as a spinoff from General Growth Properties [7] - The stock price of Howard Hughes Holdings has only increased by 20% over the past five years, indicating potential value [7]

Technological Evolution in Mobility - The industry started focusing on safety and security on the road 30 years ago, before environmental concerns became prominent [3][4] - GPS accuracy significantly improved in May 2000, moving from 500 meters of error to 20 meters, enhancing the value of location data [5] - The combination of GPS and mobile connectivity revolutionized mobility, leading to the sale of 50 million personal navigation devices [6][7] - Big tech companies recognized the potential of mobility data and invested heavily in smart city and smart road technologies [8] The "CASE" Acronym and its Implications - In 2010, the acronym "CASE" (Connected, Autonomous, Shared, Electric) became prominent in Europe, defining the automotive and mobility sectors [10] - The electric aspect of "CASE" is driven by technological competition, particularly between China and the US, rather than solely by sustainability concerns [10][11] - The industry views the evolution of mobility through the "CASE" lens, influencing the development of robot taxis and transportation mode choices [11] The Digital Transformation of Mobility - The speaker prefers the term "digital" to "smart" when describing mobility, emphasizing the ongoing "silent revolution" driven by digital technologies [12]

Core Insights - India's semiconductor capabilities are projected to match those of major producers by 2032, reflecting the government's commitment to enhance domestic manufacturing [1][2] - The Indian government has allocated a $10 billion fund to support its semiconductor program, which includes initiatives for assembly, packaging, and testing [1][2] - India aims to attract global chip manufacturers, similar to how state-backed subsidies have drawn Apple Inc. to produce iPhones in the country [3] Industry Overview - India is currently behind industry leaders like Taiwan and South Korea, as well as the US, China, and Japan, which are investing heavily in domestic chip production [2] - The Indian semiconductor initiative is in its early stages, with three chip facilities expected to commence commercial production in early 2026 [2][3] - The combination of state support and a robust engineering talent pool is expected to facilitate private capital investment in India's semiconductor sector [3]

🚗💨 All you gotta do?Tap a button.Your Tesla takes the wheel, zips you to brunch, the beach, or that spontaneous road trip—hands-free, stress-free. Future’s here, folks https://t.co/3M6D0jGOSr ...

Emerging Technologies & Future Trends - The report explores when self-driving cars will account for 20% of American ride-hailing trips [1] - The report investigates what proportion of the country's electricity will be used for AI by 2040 [1] Forecasting & Prediction - A group of "superforecasters" attempts to answer these questions [1]

Core Insights - Uber's shares are declining due to a lower than expected EBITDA outlook, increasing pressure to demonstrate the potential of its driverless strategy [1][2] Company Developments - Uber's autonomous vehicle (AV) offerings are currently operational in four cities, with plans to expand to ten by the end of next year [2] - The cities of Austin and Atlanta, powered by Whimo, are experiencing growth rates twice as fast as other U.S. markets, with Whimo's vehicles outperforming 99% of human drivers [3] - Uber claims that its driverless options are not cannibalizing the business of human drivers, who are earning more than the national average [3] Partnerships and Collaborations - Uber has not signed a new deal with Whimo recently, leading the company to diversify its partnerships beyond a single autonomy partner [4] - Collaborations with Lucid and Nuro are underway to roll out robo taxis, and a partnership with BYU aims to launch driverless rides in Asia and the Middle East [4][5] - BYU is now matching Whimo in weekly robo taxi volume, indicating rapid growth in the global market [5] Technological Advancements - Uber is piloting fully autonomous services in the UK in collaboration with AI startup Wave [6] - The company aims to build its own fleet of 100,000 Nvidia-powered AVs, focusing on making self-driving cars cost-effective at scale [6]

RT Amy (@_SFTahoe)TESLA ROBOTAXIAirport pickups and drop offs will be the best possible advertising. The 3 Step process:First: Travelers try the magic of the RoboTaxi and a car that drives itself.Next: People realize this is a production car and one that they could buy too.Finally: Their next car will be a Tesla as other cars now feel equivalent to a horse drawn buggy after the advent of the Model T.RoboTaxi will sell cars! ...

This roll video is Neo. It is a humanl looking robot made. It can do your dishes. It can clean stuff. It can fold your laundry.This is real. You can pre-order one today with an expected delivery next year. Now, Neo is not cheap.It's about $20,000. And the price tag didn't turn you off this might. Yes, Neo is technically a robot, but it is operated by a human being wearing a headset.In other words, a human being is watching its and your every move. So, let's talk about that and also a little bit about the ri ...