Pony AI: Robotaxis and Robotruck services

2025/07/03

Table of contents

Introduction

About This Report

This report was written by VSI AV Insight for MarkLines' portal users. VSI AV Insight provides industry with deep insight and analysis on the enabling technologies used for active safety and automated driving.

Introduction

Pony AI is a leading proponent of building both a robotaxi and a robotruck business. Since it went public on NASDAQ stock exchange in November 2024, there is excellent information on Pony AI strategy, technology and progress.

I used two main sources for this article. Both are large documents with much information included in both. The annual report was released on April 25, 2025. It has 270 pages and is available at: https://ir.pony.ai/static-files/1a05b7da-8302-41d1-8800-d4ce7b1485e2.

There are multiple versions of the IPO filing. I used this version that was published on November 27, 2024. It has 343 pages and included summary forecast data on both robotaxis and robotrucks for China and global market to 2035. It is available at: https://ir.pony.ai/static-files/511f2bca-b981-4287-87b8-4fabca618bbf

Material from: Egil Juliussen [Technology Brief] Pony AI: Robotaxis and Robotruck services [May 11, 2025] [Right reserved VSI AV Insight powered by Go2Marketing LLC 2025] reproduced with permission of Go2Marketing LLC.

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