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Fricken · 4h ago

Upon their founding 9 years ago I had Pony.ai pegged as the robotaxi outfit most likely to succeed in China. I stopped paying attention and they've gone public –so maybe it's time to start paying attention again! For a retail investor these guys might be the closest thing to a pure play in the robotaxi space.

nabla9 · 5h ago

Pony.ai requires LiDAR.

Musk refuses to use LiDAR. That's the main reason Tesla is so much behind all others.

walter_elias · 4h ago

Musk would look foolish if he backs down on No Lidar. But, buying PONY allows him to say,"We proved vision-only FSD works. But customers wanted robotaxi today, not tomorrow. So I added Pony’s lidar solution — now you have both.” And this allows him a genuine L4 robotaxi solution that works today ... without "safety operators" in the driver seat.

bigyabai · 5h ago

Why buy Pony.ai for $5.1B when you can scam 8M customers for $0 instead? You're not thinking like a billionaire, that's your issue.

walter_elias · 4h ago

Ahhh, but the Tesla FSD well is running dry. Time to leverage that. If you want PONY FSD, that will require some minor hardware upgrades.

bigyabai · 4h ago

I don't think anyone cares.

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