Robotaxi

Amazon’s Zoox launched its robotaxi service in Las Vegas, challenging Waymo in the autonomous vehicle market. Zoox’s purpose-built electric vehicle, without steering wheel or pedals, differentiates it from competitors like Waymo and Tesla. Following Las Vegas, Zoox plans expansion to San Francisco, Austin, and Miami. Zoox emphasizes safety and passenger experience, aiming for a communal ride with panoramic views. While profitability is years away, Amazon is committed, highlighting Zoox’s unique approach and long-term potential.

Tesla’s board proposes a new compensation plan potentially worth $900 billion for Elon Musk, contingent on achieving ambitious market cap and operational targets over the next decade, including reaching an $8.5 trillion market capitalization and delivering 20 million vehicles. If achieved, Musk’s ownership could double. This aims to retain Musk and prioritize Tesla, focusing on autonomous driving, robotaxis, and robots, shifting away from a solely EV-centric model. Success hinges on navigating strategic transitions and competition, amid concerns about inter-company transactions and potential conflicts of interest.

Waymo is expanding its robotaxi service, partnering with Uber in Atlanta and Austin and initiating testing at San Jose Mineta International Airport (SJC) with plans for paid rides. This move marks Waymo’s first California airport operation and builds upon its existing presence at Phoenix Sky Harbor International Airport. Waymo is also extending its ride-hailing service in other U.S. metropolitan areas and broadening its San Francisco Bay Area service. Analysts are monitoring regulatory hurdles and public perception as Waymo scales its autonomous vehicle technology.

Waymo is expanding its robotaxi service, partnering with Uber in Atlanta and Austin, while starting test drives in Denver and Seattle with safety drivers. These new locations complement Waymo’s existing commercial operations in major US cities. In some cities, Waymo can be hailed via Uber; elsewhere, the Waymo One app is required. The test fleet includes electric vehicles like the Jaguar I-Pace and Geely Zeekr AV. Waymo faces competition from Apollo Go and Tesla in the autonomous vehicle market.

Pony.ai has secured a permit for fully driverless commercial Robotaxi services in Shanghai’s Pudong New Area, making it the only company with such permits in Beijing, Shanghai, Guangzhou, and Shenzhen. The initial rollout will focus on the Jinqiao and Huamu business districts, located near Shanghai’s financial center. The operating zone in Pudong spans nearly 1,400 square kilometers with over 5 million residents. This demonstrates increasing regulatory trust and represents a major milestone for the company.

Pony.ai is accelerating its Robotaxi ambitions, beginning public road testing of its seventh-generation autonomous vehicles in Guangzhou and Shenzhen, China. Built on GAC’s Aion V model, the Gen-7 system boasts automotive-grade components, reduced costs, and versatile design. With advanced sensors and the “PonyWorld” model, the company aims for full-scenario operation. Strategic partnerships and over 45 million kilometers of testing position Pony.ai for mass production and a fleet exceeding 1,000 vehicles by the end of 2025.

WeRide is expanding into Saudi Arabia, launching Robotaxis and other autonomous vehicle products in Riyadh and AlUla, with trial runs on Uber soon and full commercial services expected by late 2025. The move includes Robobuses and Robosweepers, aligning with Saudi Vision 2030. This strategic expansion builds upon WeRide’s existing Middle East presence and complements Uber’s global expansion. Key advantages are a multi-product strategy catering diverse needs and aligning with ambitious regional goals.

In Q1 2025, WeRide reported RMB72.44 million ($10.1M) revenue and a 35% gross margin, with Robotaxi revenue surging 22.3% to RMB16.1M. The company expanded its Uber partnership, securing a $100M strategic investment and launching a $100M share buyback. Milestones included France’s first fully driverless permit, licenses across five countries, and an autonomous minibus pilot in Spain with Renault. Domestically, it tested Robovan W5 in Guangzhou’s smart city hub and launched a 24/7 autonomous ride-hailing network. The CFO emphasized scalable tech and global growth, as analysts highlighted WeRide’s dual regulatory-commercial strategy targeting a projected $2 trillion autonomous mobility market by 2040.