Robotaxis Around the Clock – Pony AI Scales Autonomous Driving. Daiwa Sees 30% Upside Potential

The stock of Pony AI (PONY) has developed strongly recently. The company operates a hybrid business model: on one hand, the B2C business with the operation of its own robotaxi fleets as an on-demand service in Chinese metropolises. On the other hand, the B2B business with the licensing and sale of complete solutions for autonomous driving (hardware, software, cloud) to car manufacturers and fleet operators, including AI-based platforms and data services.  Pony AI recently launched continuous commercial robotaxi operations in Guangzhou and Shenzhen...