Group 1 - Oaklo and Seammens Energy have signed a binding contract for the design and delivery of the power conversion system for Oaklo's first Aurora advanced vision reactor, advancing engineering and procurement of key components [1] - Pony AI has unveiled its fourth generation autonomous truck lineup, which reduces costs by approximately 70% and is designed for mass production with initial deployment planned for 2026, aiming to enhance logistics efficiency and reduce emissions in China [2] - Archer Aviation and Red Sea Global have entered an agreement to test Archer's EV toll aircraft, marking a significant step towards EV toll deployment in Saudi Arabia, with a structured testing framework to evaluate performance and feasibility [3] Group 2 - Nanuclear Energy has completed full-scale tests of its high temperature annular linear induction pump, validating its durability and insulation features, which are critical for advanced reactor coolant systems [4] - The results indicate the potential of induction pumps as a long-life, maintenance-free thermal management solution for various reactor types and extreme environments [4]

Core Insights - Volvo has decided to discontinue its partnership with Luminar Technologies and will not include LiDAR technology in its 2026 ES90 and EX90 models due to supply chain issues and Luminar's failure to meet contractual obligations [1] - Elon Musk's long-standing criticism of LiDAR technology is gaining traction as major automakers like Volvo move away from it, suggesting a potential shift in the industry [1][3] - Tesla continues to advocate for a vision-only approach for its Full Self-Driving (FSD) technology, despite scrutiny from regulatory bodies like NHTSA [4][5] Company Developments - Volvo will not offer LiDAR in its upcoming models and has officially ended its relationship with Luminar Technologies [1] - Luminar's stock has reached an all-time low of $0.9018, indicating market concerns about its future following the loss of Volvo as a partner [2] - Tesla's FSD system is under investigation by NHTSA, which is reviewing incidents involving 2.88 million vehicles [5] Industry Trends - Elon Musk has consistently criticized LiDAR, labeling it as "stupid" for automotive applications, while emphasizing the importance of solving vision technology [3] - Despite Tesla's stance, other companies like Waymo and Hesai Technology are still pursuing LiDAR technology for their autonomous vehicle solutions [6] - Tesla's stock performance shows a decline, with a 1.88% drop to $401.25 at market close, reflecting investor sentiment amidst ongoing scrutiny [7]

Core Insights - Waymo plans to expand its robotaxi service to new cities in Texas and Florida in 2026, with initial operations starting in Dallas, Houston, San Antonio, Miami, and Orlando in the coming weeks [1][3] - The company has doubled the number of cities operating without human driver assistants, marking a new phase of commercial scale [2] - Waymo has already provided over 10 million paid rides since launching its service in 2020, with current operations in Austin, San Francisco, Phoenix, Atlanta, and Los Angeles [5] Expansion Plans - The company aims to launch its robotaxi service in Dallas and Miami in 2026, with plans to first offer fully autonomous trips to employees in these markets [3] - Waymo is also gearing up to expand its paid robotaxi service to additional cities including Detroit, Las Vegas, Nashville, San Diego, Washington, D.C., and London in 2026 [4] - Testing of vehicles has begun in New York City and Tokyo, indicating further geographical expansion [4] Competitive Landscape - The announcement of Waymo's expansion coincides with Zoox, an Amazon-owned company, allowing select users in San Francisco to hail its driverless vehicles, highlighting increasing competition in the autonomous vehicle market [6]

Waymo removes safety drivers in Miami ahead of 2026 launch https://t.co/Rrp2rXGkoB ...

Industry Overview - The auto industry is rapidly evolving with electric vehicles (EVs) and autonomous vehicles (AVs) becoming mainstream, reshaping travel and corporate strategies regarding mobility [2] - Tesla's dominance in the EV market is being challenged by strong competition from Chinese automakers and traditional car manufacturers, along with new EV-only startups [2] Technology Advancements - Improvements in battery technology, including longer lifespan, faster charging, and reduced costs, are making EVs more appealing [3] - The expansion of fast-charging networks is addressing one of the major concerns for EV buyers: charging time [3] Market Growth Projections - The U.S. EV market was valued at approximately $131 billion in 2024 and is projected to grow to $439 billion by 2034, reflecting a compound annual growth rate of 13.6% [5] - The International Energy Agency anticipates global EV sales to surpass 20 million units in 2025, accounting for over 25% of all cars sold worldwide [5] - The global AV market is expected to increase from about $106 billion in 2021 to over $2.3 trillion by 2030 [6] Investment Opportunities - Both EVs and AVs present significant long-term investment opportunities, characterized by growth and innovation [7] - Notable companies for investors include QuantumScape Corp. (QS), Alphabet (GOOGL), and Rivian Automotive (RIVN) [7] Company Highlights: QuantumScape - QuantumScape is advancing its solid-state battery technology, achieving a major milestone with the introduction of the Cobra manufacturing process, which is 25 times faster than the previous system [9] - The company has begun customer testing of its new battery cells, with significant interest from leading automakers [10] - QuantumScape recorded $12.8 million in customer billings for the first time in Q3, indicating progress towards commercialization [12] Company Highlights: Alphabet (Waymo) - Waymo, Alphabet's autonomous driving unit, operates the most advanced robotaxi service in the U.S., with fully driverless services in several major cities [14][15] - The company has received substantial funding for research and fleet expansion, enhancing its competitive position [16] - Waymo recently began offering driverless freeway rides, marking a significant milestone in autonomous driving [17] Company Highlights: Rivian - Rivian is focusing on expanding its EV market presence with plans for lower-priced models, including the R2 midsize SUV expected to launch in 2026 [19][20] - The company has a strategic partnership with Volkswagen, which plans to invest up to $5.8 billion, aiding Rivian's next-generation electrical architecture [21] - Rivian aims to reduce material costs by about 20% for its second-generation models and nearly 50% for the R2, positioning itself for growth [22]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Table of Contents As filed with the Securities and Exchange Commission on November 13, 2025 Registration No. 333-290832 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT Under The Securities Act of 1933 KODIAK AI, INC. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) Delaware 7373 98-1592112 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Ide ...

Group 1 - Northstar Clean Technologies has signed a 5-year contract with the city of Calgary to reprocess asphalt shingles, supporting Calgary's waste diversion goals and securing feedstock for its Empower Calgary facility [1][2] - Toyota Motor has commenced production at its new $14 billion battery plant in North Carolina, which will produce 30 gigawatt hours annually, contributing to Toyota's total US investment of nearly $60 billion [2] - We Ride and Grab have received approval for autonomous vehicle testing in Singapore, planning to quadruple test runs by year-end and launch the first autonomous shuttle service by early 2026 [3] Group 2 - E-CARX has secured a second contract from Volkswagen to supply advanced digital cockpit solutions, enhancing in-car connectivity with integrated Google automotive services [3][4]

Operational Expansion - Waymo is initiating freeway driving for public riders in Phoenix, Los Angeles, and the Bay Area [1] - Waymo is connecting San Francisco to San Jose and adding curbside access to San Jose Airport (SJC) [1] Technological Advancement - The rollout demonstrates the generalizability of the Waymo Driver [1] - Waymo aims to bring its proven safety record to freeways [1] Business Opportunity - The expansion unlocks new opportunities for Waymo's riders [1]

Core Insights - Waymo is expanding its driverless rides to include freeway routes in San Francisco, Phoenix, and Los Angeles, allowing for quicker travel to destinations [1][2] - The service will initially be available to customers who opted for early access, with plans for gradual rollout to more users [3] Expansion of Services - Waymo currently operates its robotaxi service in five cities, with plans for further expansion [2] - The service area in the San Francisco Bay Area now covers over 260 square miles, including San Jose Mineta International Airport [10][11] - Waymo has received a pilot permit for commercial operations at San Francisco International Airport, which will be rolled out in phases [12][13] Technology and Safety - Waymo has been testing freeway rides for over a year, focusing on system safety and reliability [2][7] - The autonomous vehicles are designed to handle freeway driving without human intervention, with the ability to navigate ramps and change lanes [4][8] - The Waymo Driver is noted for not getting tired or losing focus, which is a significant advantage in high-speed driving scenarios [8] Challenges and Testing - Freeway driving presents unique challenges, and Waymo has utilized closed-course driving and simulation testing to prepare its system for various scenarios [9] - The company emphasizes that critical events occur less frequently on freeways, making it essential to train the system for high-speed situations [9] Competitive Landscape - With the expansion of freeway rides, Waymo is increasingly sharing the roads with other self-driving companies like Nuro and Amazon-owned Zoox, which have also begun public rides [14]

Waymo will become the first robotaxi provider in the US to offer paid rides on highways without a safety driver, a milestone that positions it to better compete with ride-hailing companies and traditional taxi services https://t.co/3whslAvMjN ...