Tesla Fleet API, Cybercab Hype and the Pony AI IPO
Autonomy Markets30 Marras 2024

Tesla Fleet API, Cybercab Hype and the Pony AI IPO

This week Tesla unveiled their fleet API which could be a precursor to Tesla introducing a Cybercab service with 3rd party fleet operators. The company also begun the process of strategically positioning Cybercabs in showrooms, malls around the world and at high-profile events such as Art Basel in Miami. Tesla is effectively using these displays as a form of brand advertising.

While brand advertising builds interest, IPOs launch companies. This week, Pony AI went public raising $260 million and achieving a market capitalization of over $4 billion, despite having relatively low revenue. Pony AI is currently trading at 60 times revenue with a primary focus on the Chinese market. This approach could potentially have geopolitical implications as the company grows.


Episode Chapters

0:00 Pony AI IPO

8:46 Tesla API for Fleets

13:22 Cybercab

16:21 Tesla Brand Advertising

21:07 Does Waymo Need Brand Activations?

23:04 EV Politics

26:03 New Mexico's Changing AV Regulations

28:27 FTC

29:33 xAI

33:31 Waymo LA Crash

36:43 Next Week


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