Jack Ong
06-25

$Pony AI Inc(PONY)$   While Tesla often dominates the robotaxi conversation with its vertically integrated approach, Uber could also be a significant beneficiary of advancements from companies like Pony.ai in autonomous vehicle technology.

Uber already possesses a vast global ride-hailing network and operational experience with fleet management, pricing algorithms, and passenger demand patterns. By integrating Pony.ais autonomous driving system into its platform, Uber could reduce dependency on human drivers, slash operational costs, and potentially offer more consistent and reliable service—especially in urban areas where demand is high.

This partnership model also allows Uber to stay agile without heavily investing in its own autonomous vehicle R&D, which has proven to be capital-intensive and challenging. If Pony.ai succeeds in scaling its robotaxi technology, Uber stands to capitalize by being a key distribution and commercialization channel—much like how it currently partners with third-party vehicle fleet providers.

In other words, a win for Pony.ais tech could easily ripple into a win for Uber's platform.

1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?
On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?
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