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Pony AI and WeRide Face Losses Through 2028 as Waymo Sets Utilization Pace

  • Robotics

Chinese robotaxi operators Pony AI and WeRide are projected to keep posting operating losses through 2028 because their domestic fleets are not yet used as intensively as Waymo's, Bloomberg Intelligence said. The warning puts utilization, not just fleet size, at the center of the robotaxi race.

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