Analyst Eugene Hsiao sees 2026 as the inflection point for robotaxi deployment, with fleet size expected to triple and hardware costs projected to fall 20%, supporting a path to profitability.

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Pony.ai has secured Shenzhen’s first citywide permit to operate fully driverless commercial robotaxis, marking a major milestone for autonomous mobility in China.

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Pony.ai announced the rollout of its 300th ARCFOX Alpha T5 Robotaxi, marking a major milestone in its push toward large-scale commercialization of autonomous vehicles

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