Pony.ai

Momentum is in the public markets.

Pony AI is in the public markets.

Yes, Pony AI has trucks.

They call them RoboTrucks.

James Pang, good name to call that.

Uber can participate.

Pony.ai can win and Uber can participate.

Aurora can win in freight.

Uber can participate.

Uber has also partnered with Wave and Nissan for autonomous vehicles in Japan.

Wave and Uber have broader plans involving more than 10 cities internationally right now.

Uber and Pony.ai recently expanded their relationship with plans involving more than 2,000 robo-taxis across Europe.

And then there's Rivian.

JD.com in China is currently expanding its logistics network with three million physical AI robots.

And Pony.ai just unveiled autonomous electric trucks meant for massive logistics fleets.

But it is vital to understand that the physical world isn't just about robots moving cardboard boxes.

Right.

Completely driverless.

And a company called Pony.ai just unveiled these fully autonomous electric trucks for logistics fleets.

Okay, I hear that, and I think, sure, big corporate supply chains, but it's coming into our homes too.

Oh, definitely.

Makes sense.

Okay, looking at heavy transport, Pony.ai and GAC just unveiled a Gen 4 Level 4 electric heavy truck.

Yeah, they're aiming for volume production in late 2026.

Reuters reports they already run a couple hundred L4 trucks in China.

To quickly recap, digit five is upgrading humanoid uptime.

Universal Robots is integrating AI natively at the wrist.

Pony.ai is aiming at European freight logistics and BD is scaling cold chain pharmacy operations.

And as these physical AI systems become hyper-specialized for our physical world, ask yourself, will the ultimate bottleneck be the hardware itself or our human ability to redesign our legacy workflows around them?

Electric autonomous vehicles.

Pony AI unveiled a generation four robo truck with a GAC commercial vehicle.

Volume production is set for later this year.

Pony AI introduced a new level four autonomous heavy duty truck.

Extending the company's partnership from robo-taxis into robo-trucks, the Generation 4 model is built on a T9 battery electric truck platform and is slated for long-haul freight, dedicated route logistics and port transportation.

With diesel prices where they are, this makes tons of sense to be touting this right now.

Pony AI said the autonomous driving kit cost is down 70% versus the prior generation, while transportation costs per ton of kilometer expected to fall about 30% in energy consumption, 10% versus conventional trucks.

Now, we're talking a lot about AI, so let's wrap this segment with what Citibank or Citigroup is saying about all this AI hype in the news this week.

Passengers on board, another European first.

Pony AI and Werner Robotaxi have begun fully driverless Robotaxi test rides along a 22km public road in Zagreb's airport.

22 kilometers david moore's private vehicle just crossed 46 000 autonomous kilometers all by itself but congratulations to pony ai once again paving the way for others but it really just stands in sharp contrast And it's just a very good showcase of how far behind these other players are in this game.

Again, Pony AI is also using LiDAR and HD mapping and everything.

Not the same thing as David Marr's private car, just driving him everywhere in the US, across the country.

Pony AI proudly share that they can now deliver Robotaxi Ride on 22 kilometers of public road in an airport.

Yeah.

the difference here is staggering.

... by some measures, but I think fair enough to say that the lead has flipped.

Baidu, uh, the company, you know, known as the Chinese version of Google-

Yeah

...

Yeah.

Yeah.

The final company to just be mindful of here is Uber.

Oh, yeah.

A couple of names there would be AV r- Ride, WeRide uh, one of those is owned by Nebius and one of them is publicly traded.

I always get, get the, get them mixed up, but there's like Pony Ai.There's a, there's a dozen or more companies that kind of fall in that category.

John what Do you think is gonna be happening with autonomous vehicles ten years from now?

Assuming no regulatory burdens or barriers I would say Tesla.[chuckles]And and I think that everyone listening is gonna be like "This guy just loves Tesla." Okay don't Own Tesla stock I don't plan to buy any right nowbut I do see the case here that they're gonna have the most autonomous Miles becausethey're the ones that can scale manufacturingto the cyber cab faster than,than competitors in my view.