DEPLOYDatabase

Company

Pony AI

avpony.ai

Autonomous-driving company founded in 2016, publicly listed (NASDAQ: PONY; HKEX: 2026), and a Global leader in commercializing robotaxi technology.

Track Pony AI
Founded
2016
HQ
Guangzhou, China
Status
Public
Regulatory status2 Regulatory filing

Pony AI holds 2 Regulatory filing, per the DEPLOY registry.

See all 2 filings
PublicNASDAQ: PONY

CategoryRobotaxis

Funding

$664.0M

Models

1

Deployments

14

Employees

1.7k

Patents

6

Overview

Autonomous-driving company founded in 2016, publicly listed (NASDAQ: PONY; HKEX: 2026), and a Global leader in commercializing robotaxi technology. Operates commercial, fully-driverless, paid robotaxi service across China's four tier-one cities (Beijing, Shanghai, Guangzhou, and Shenzhen), launching fully-driverless commercial Gen-7 operations in Guangzhou, Shenzhen, and Beijing on November 6, 2025.

Its proprietary stack is built around the PonyWorld world model and Virtual Driver technology, with Gen-7 vehicles produced in partnership with BAIC and GAC. Total robotaxi fleet surpassed ~1,400 units in early 2026. The company has stated a goal of scaling beyond 3,000-3,500 vehicles and reaching 20+ cities globally by year-end 2026 (a forward target, not current deployment), and is expanding internationally, including a first commercial fare-charging service in Doha, Qatar (via Mowasalat Karwa), operations beginning in Singapore (March 2026), and progress toward driverless approval in Dubai. Reported Q3 2025 revenue of $25.4M (up 72% YoY); achieved unit-economics breakeven in Guangzhou and Shenzhen within four months of the Gen-7 launch.

Reality check

Core markets (company-claimed)

Beijing, Shanghai, Guangzhou and Shenzhen.

Unit economics (company-claimed)

Claims per-vehicle breakeven in Guangzhou in late 2025.

Q1 2026 revenue (company-claimed, May 2026)

Robotaxi revenue a record $8.6M, up 395.4% YoY; total revenue $34.3M, up 145%.

2026 fleet target (company-claimed, May 2026)

Raised to 3,500 robotaxis in 20+ cities, from 3,000, with over 1,700 then deployed.

Gen-7 cost target (company-claimed, Apr 2026)

2027 China-market Gen-7 robotaxi BOM below RMB 230,000 (about $33,000), announced at Auto China.

Verified record

Verified deployments
14 deployments on file
Active incidents
1 incident on file

Key facts

Listings (reported, unconfirmed)

Nasdaq: PONY (IPO Nov 2024) and a Hong Kong secondary listing in 2025.

Nasdaq IPO (reported, unconfirmed)

Priced Nov 26 2024 at $13.00 per ADS; about $413.4M gross including concurrent private placements.

Dubai trials (reported, Sep 2026)

Named among prior trial participants at Dubai Mobility Labs, opened Sep 27 2026 by RTA and DIEZ.

Data & sources

Company filings

1

Press releases

8

News coverage

1

Patent documents

6

Web sources

7

23 sources backing this record.View all →

Partnerships

Every company Pony AI has built with, alongside the ones only announced in a press release.

6 total5 operating1 just announced

Most-frequent partners

  1. 1Uber2× joint36 total
  2. 2Verne2× joint2 total
  3. 3Hesai Technology1× joint5 total
  4. 4Toyota Motor Corporation1× joint9 total
  5. 5Uber1× joint
  6. 6Verne1× joint

Most recent

  1. Uber x Pony.ai x Verne robotaxi Zagreb2026-08-21
    with Uberjust announced
  2. Verne x Pony.ai Robotaxi2026-04-08
    with Verneoperating
  3. Verne x Pony.ai x Uber2026-03-26
    with Verneoperating
  4. Pony.ai x Uber2025-05-06
    with Uberoperating
  5. Hesai x Pony.ai2025-01-01
    with Hesai Technologyoperating

Pony AI on the deployment map

View the global map

14 verified deployments across 3 regions, newest verified Aug 2026. Explore where Pony AI's robots are operating, by place and type.

Free to use on your site, with a link back to DEPLOY.

View the full Pony AI deployment record →

Free to use on your site, with a link back to DEPLOY.

Relationships

UUberDeployerVVerneCo-developerVVerneDeployerUUberDistributorHHesai TechnologyTechnology partnerTToyota Motor CorporationCo-developerCCITIC Private Equity (CITICPE)InvestorTToyota Motor CorporationInvestorSSequoia Capital ChinaInvestorPPony AICustomer

Claims ledger

Public, dated claims by Pony AI, each tracked against the evidence. Status is a DEPLOY assessment from primary sources: verified means an independent source confirms it; contradicted means one refutes it; open means the outcome is not yet determinable. Every entry keeps its verbatim quote and source so you can check the call yourself.

Claim Integrity: 75% (3 of 4 resolved claims verified; 4 tracked)
  • Partly trueCapacity · claimed 2026-05-01 · deadline 2026-12-31
    “Targeting 3,000 vehicles across 20 cities by end of 2026”

    Correction: this verdict was recorded with the claim date as its effective date. DEPLOY recorded it on 2026-07-09, which is its effective date.

    claim sourcestatus evidencecite this claim
  • VerifiedPrice · claimed 2026-01-01
    “A factory price of $40K for a Pony.ai robotaxi vs. roughly $200K”

    Correction: this verdict was recorded with the claim date as its effective date. DEPLOY recorded it on 2026-07-09, which is its effective date.

    claim sourcestatus evidencecite this claim
  • VerifiedCapability · claimed 2026-01-01
    “A single video supervisor for 30 live robotaxis”

    Correction: this verdict was recorded with the claim date as its effective date. DEPLOY recorded it on 2026-07-09, which is its effective date.

    claim sourcestatus evidencecite this claim
  • VerifiedCapacity · claimed 2025-10-01
    “Pony.ai Gen-7 Robotaxi Achieves Major Profitability Milestone”

    Correction: this verdict was recorded with the claim date as its effective date. DEPLOY recorded it on 2026-07-09, which is its effective date.

    claim sourcestatus evidencecite this claim

Disagree with a status? Pony AI can submit a correction with evidence and we log the response on the record. Methodology and the full industry ledger live at /stats/claim-integrity.

Explainers

Plain-language answers to the questions people ask about Pony AI, from DEPLOY’s explainer library. Each is written in the language of the question and cross-checked against this registry.

What are the main Chinese robotaxi companies (Baidu Apollo Go, Pony AI, WeRide) and how do they compare to US operators?
Three Chinese autonomous-vehicle operators run commercial robotaxi services at substantially larger scale than US peers: Baidu Apollo Go (commercial robotaxi in Beijing, Wuhan, Chongqing, Shenzhen, and additional cities); Pony AI (commercial services in Guangzhou, Beijing, and Shenzhen; NYSE-listed November 2024); and WeRide (commercial fleet in China plus international deployments in Abu Dhabi and Singapore). The Chinese commercial AV cluster operates at higher trip volumes, lower per-ride pricing, and broader city coverage than US peers including Waymo.Read the full explainer →
Which robotaxi is most deployed?
Waymo. About 4,000 vehicles across ~15 US metros doing ~500,000 paid fully driverless rides per week as of mid-2026. Baidu Apollo Go is the closest challenger at ~300,000 weekly rides and 20+ cities.Read the full explainer →
Which is the fastest robotaxi?
Waymo's Jaguar I-PACE fleet, at posted freeway limits up to 65 mph on I-10, I-110, I-405, and Route 90, opened to paying riders November 12, 2025. Every faster claim is a spec sheet, a Level 2 driver-assist, or a geofence away from the interstate.Read the full explainer →
Which robotaxi is safest?
Waymo, by a wide margin: it is the only fully driverless robotaxi with tens of millions of paid rider-only miles and peer-reviewed crash-rate data showing large reductions in injury crashes vs a human-driver benchmark on the same streets.Read the full explainer →

Current leadership (3)

ArrivalsHaojun Wang from Baidu, James Peng from Baidu, Tiancheng Lou from Baidu

DeparturesHaojun Wang to Baidu, James Peng to Baidu, Tiancheng Lou to Baidu

Founders (2)

See all founders across the registry →

Board (7)

Safety record

1 incident on record (1 moderate). Most recent: May 2025.

moderate
1

Most recent: May 2025

Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.

Full safety record: incidents, sourcing, and exposure data →

Incidents affecting Pony AI (1)

Includes incidents linked directly to this company, to its models, or to deployments of its models or under its operation. Retracted incidents are excluded from this view but remain reachable at their canonical URLs.

Operator customers (1)

Brains developed (1)

Recent coverage

Pony AI in third-party press

Pony.ai and inDrive Explore Autonomous Ride-Hailing in Kazakhstan

Oct 26, 2026

Autonomous & Self-Driving Vehicle News: Tesla, Mobileye, Aeva, Ouster, Pony.ai, NVIDIA, Stellantis, Bolt, Wayve, Volkswagen, Einride, Valeo, Aptiv & TIER IV

Oct 26, 2026

NVIDIA and Stellantis Advance Robotaxi Plans Across Europe and Central Asia

Oct 24, 2026

Peers

91 peers across 2 segments. Every Pony AI competitor derived from shared form-factor and application-domain edges.

av(88)

57 companies in this segment · highly_concentrated (HHI 4969.122215850638) · leader Waymo at 6990%

autonomous vehicle(3)

  • AutoXdirect competitor(reported)
    strong
  • Baidudirect competitor(reported)
    strong
  • Waymoadjacent competitor(reported)
    moderate

Mentioned on (17)

Registry pages whose text names Pony AI.

Companies (4)

Tesla, WeRide, Pandar LiDAR, Verne

Robots and products (3)

Verne Robotaxi, AT128, Didi Robotaxi