Pony.ai x Uber

Autonomous-driving company founded in 2016, publicly listed (NASDAQ: PONY; HKEX: 2026), and a [Global](/companies/global-ai) 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.

Uber Technologies (NYSE: UBER) is a global ride-hailing and delivery platform. Committed $10B+ to autonomous vehicle investments through equity stakes and robotaxi fleet agreements. Partners with Waymo (exploring exit), serves as AV deployment channel in Austin and Atlanta. Exploring split with [Waymo](/companies/waymo) as tensions deepen. Stock down 16% YTD 2026.