–The investment is part of a strategic partnership between both companies that brings May Mobility AVs to Southeast Asia– –Grab and May Mobility technical collaboration to accelerate deployment– ANN ARBOR, Mich., Oct. 23, 2025 /PRNewswire/ -- May Mobility, Inc., a leading autonomous vehicle (AV) technology company, and Grab Holdings Limited (NASDAQ: GRAB), Southeast Asia's leading superapp, today announced their multi-year partnership with plans to launch autonomous vehicle services in Southeast Asia. This ...

Core Insights - Pony AI Inc. is collaborating with Stellantis to develop Level 4 autonomous vehicles for the European market, focusing on light commercial vehicles [1][2][3] - The partnership will begin with test vehicles based on the Peugeot e-Traveller model in Luxembourg, with plans for a broader launch across Europe starting in 2026 [2] - The integration of Stellantis' autonomous driving-ready platform with Pony AI's technology aims to create smart and sustainable mobility solutions [3][4] Company Overview - Pony AI Inc. is a Chinese autonomous mobility company founded in 2016, specializing in robotaxi services, vehicle integration, engineering, and road-testing services [4] - The company is dedicated to developing safe and efficient autonomous driving technology [4]

Group 1: Company Overview - WeRide Inc. (NASDAQ:WRD) is a Chinese autonomous driving company focused on self-driving vehicle technology, incorporated in 2017 and has conducted tests in over 30 cities across ten countries [4] Group 2: Market Potential - Citi initiated coverage on WeRide Inc. with a 'Buy' rating and a price target of $15.50, indicating a potential upside of nearly 58% from current levels, driven by optimism in the robotaxi sector [1] - The penetration of the robotaxi market is projected to increase from 0.1% in 2025 to 9.0% in 2030, and further to 30% by 2035, marking a significant growth trajectory [1] Group 3: Business Expansion and Innovations - The company is expanding its overseas business and has developed a high-computing-power domain control platform, showcasing a strong cost structure and strategic collaborations with leading platform enterprises [2] - WeRide Inc. presented four autonomous vehicle models at the 2025 World Intelligent Connected Vehicles Conference, including the Robotaxi GXR, Robobus, sanitation truck S6, and sweeper S1, emphasizing their diverse applications in mobility and urban services [3]

Core Insights - Alphabet's Waymo is initiating manual testing of its autonomous vehicles at Newark Liberty International Airport, aiming to expand its robotaxi services in key locations [1] Company Developments - Waymo's decision to start testing at Newark Liberty International Airport indicates a strategic move to enhance its presence in the autonomous vehicle market [1] - The testing phase is part of Waymo's broader plan to introduce robotaxis in major urban areas, reflecting the company's commitment to advancing autonomous transportation solutions [1] Industry Trends - The move aligns with the growing trend of integrating autonomous vehicles into public transportation systems, particularly in high-traffic areas like airports [1] - This initiative may signal increased competition among companies in the autonomous vehicle sector as they seek to establish operational capabilities in critical locations [1]

Core Insights - Baidu has announced a partnership with Switzerland's PostBus to launch its Apollo Go autonomous vehicle service in Switzerland, marking a significant step in the company's global expansion efforts in the autonomous driving sector [1] Company Developments - The partnership with PostBus is aimed at enhancing Baidu's presence in the European market, showcasing its commitment to expanding its autonomous vehicle services internationally [1] - This initiative is part of Baidu's broader strategy to leverage its Apollo platform for autonomous driving technology, which has been gaining traction in various markets [1] Industry Trends - The collaboration highlights the growing interest and investment in autonomous vehicle technology in Europe, as companies seek to innovate and improve transportation solutions [1] - Baidu's move reflects a competitive landscape where tech firms are increasingly partnering with local entities to navigate regulatory environments and consumer preferences in different regions [1]

Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

Core Points - The National Highway Traffic Safety Administration (NHTSA) has initiated a preliminary investigation into Waymo's autonomous taxis due to incidents where the vehicles failed to stop near stationary school buses [1] - The investigation was prompted by reports of a Waymo autonomous vehicle initially stopping at an intersection but then proceeding to maneuver around the school bus, which had its stop arm extended [1] - The autonomous vehicle was operating under Waymo's fifth-generation autonomous driving system (ADS) without a safety operator at the time of the incident [1] - NHTSA's previous investigation into Waymo's autonomous vehicles concluded in July, lasting 14 months, and found "no systemic safety violations," leading to the decision to take no further action after Waymo conducted two significant recalls to address software issues affecting obstacle detection and avoidance [1]

Core Insights - Pony.ai has initiated testing of robotaxi rides with human staff in Beijing and plans to expand testing in Europe in collaboration with Stellantis [1][2] - The partnership aims to leverage Pony.ai's autonomous driving software and Stellantis's electric vehicles, starting with the Peugeot e-Traveller [1] - The companies are focusing on establishing a safety track record through local testing to gain regulatory approval for mass market deployment [2] Group 1 - Pony.ai is collaborating with Stellantis to test self-driving taxis in Luxembourg, with plans for a gradual rollout across European cities starting next year [1][3] - Stellantis recognizes Pony.ai for its technical expertise and collaborative approach in the autonomous driving sector [2] - Major cities in the U.S. and China have been early adopters of public-facing robotaxi operations, setting a precedent for regulatory approval [2] Group 2 - Pony.ai and WeRide have received regulatory approval in China for dual listings in Hong Kong, indicating a strategic move to expand their market presence [3] - The recent activities of U.S. robotaxi operator Waymo, including plans to test in London, highlight the competitive landscape in the autonomous vehicle sector [3]

Core Insights - Uber Technologies, Inc. has been identified as a stock to buy by billionaire Ray Dalio's Bridgewater Associates due to its strategic acquisition of Segments.ai, a Belgian startup specializing in multi-sensor data labeling [1][2] Group 1: Acquisition Details - On October 2, Uber acquired Segments.ai to enhance its data-labeling unit and advance its AI and autonomous vehicle capabilities [1][2] - The founders and staff of Segments.ai will join Uber's Uber AI Solutions division, indicating a commitment to improving lidar and multi-sensor data annotation capabilities [2] - This acquisition will expand Uber's ability to develop advanced AI labeling solutions for global clients and support internal needs for autonomy, mapping, and safety [2] Group 2: Historical Context and Impact - Uber has been engaged in large-scale data annotation for nearly a decade, producing billions of labeled data points for autonomy and safety technologies [3] - The acquisition of Segments.ai is expected to accelerate Uber's progress in this area and enhance the quality and automation of labeled datasets [3] Group 3: Company Overview - Uber operates as a global mobility and delivery company through three main segments: Mobility, Delivery, and Freight [4] - The company has expanded its ecosystem with subscription services like Uber One and investments in autonomous and electric vehicle initiatives [4]

Core Insights - Waymo is expanding its business model beyond robotaxis to include delivery services through a partnership with DoorDash [3][4] - The partnership will initially focus on delivering orders from DashMart within a 315-square-mile area of Phoenix [3][4] - The delivery process will involve customers retrieving their orders from the trunk of a driverless Waymo vehicle [5][6] Company Developments - Waymo has previously tested delivery services with UPS and Uber Eats but has shifted focus to robotaxis after closing its self-driving truck program in 2023 [2] - DoorDash has experience in autonomous vehicle technology, having partnered with Serve Robotics and developed its own delivery bot called Dot [4] Operational Details - The Waymo delivery service will not utilize DoorDash's Dot vehicle; instead, it will employ a driverless Jaguar I-Pace for deliveries [5] - The success of the delivery model will depend on customer acceptance of retrieving items from an autonomous vehicle rather than receiving them directly from a human [6]