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🇦🇪 WeRide & Uber launched Middle East’s 1st fully driverless Robotaxi commercial ops in Abu Dhabi! Also the 1st city outside U.S. offering L4 ops on Uber platform. Public rides now available on Yas via UberX, Uber Comfort, or “Autonomous” category. On track for breakeven. $WRD

WeRide.ai

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792,724 görüntüleme • 8 ay önce •via X (Twitter)

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Fully autonomous closed course driving: Check! Watch Nuro co-founder Dave Ferguson take the first ride in one of our self-driving robotaxi engineering vehicles at our test track in Las Vegas. Closed course autonomous testing is a critical step in our validation process for a new vehicle platform. We’re also now testing autonomy on public roads in the California Bay Area in preparation for launch later this year. Follow along for more updates on the next-generation robotaxi built by Lucid Motors, driven by Nuro, and available exclusively on Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi

Fully autonomous closed course driving: Check! Watch Nuro co-founder Dave Ferguson take the first ride in one of our self-driving robotaxi engineering vehicles at our test track in Las Vegas. Closed course autonomous testing is a critical step in our validation process for a new vehicle platform. We’re also now testing autonomy on public roads in the California Bay Area in preparation for launch later this year. Follow along for more updates on the next-generation robotaxi built by Lucid Motors, driven by Nuro, and available exclusively on Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi

Nuro

22,554 görüntüleme • 6 ay önce

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI

Mario Nawfal

515,816 görüntüleme • 1 yıl önce

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.

Oguz Erkan

207,809 görüntüleme • 8 ay önce

Uber CEO in new interview: "By 2029, we think that we will facilitate more autonomous and robotaxi rides than anyone else in the world; When the day comes that those Teslas are safe with a camera only approach, we'd love to have those Teslas on our platform as well. We've got tens of thousands of Teslas on our platform now, and some of our drivers use FSD. It's a great car, safe car, we'd love to work with them, but there are plenty of other partners in the space." (via Moonshot pod)

Uber CEO in new interview: "By 2029, we think that we will facilitate more autonomous and robotaxi rides than anyone else in the world; When the day comes that those Teslas are safe with a camera only approach, we'd love to have those Teslas on our platform as well. We've got tens of thousands of Teslas on our platform now, and some of our drivers use FSD. It's a great car, safe car, we'd love to work with them, but there are plenty of other partners in the space." (via Moonshot pod)

Sawyer Merritt

213,462 görüntüleme • 4 ay önce

John tells the story of the early Uber vs. Lyft battles - back when rides were subsidized, every Lyft had a giant pink mustache on the car, and riders were asked to fist bump their drivers: People see Lyft and Uber as commodities now, but when Lyft launched, people were super blackpilled on Uber. Uber at the time was only black cars. They didn't allow anyone to just hop on the network. You had to be registered as a limo driver. You'd have an Escalade, and someone would book you as a driver for a wedding or event. Uber’s app just digitized those bookings. Then Lyft figured out how to allow people to just show up with a Prius or a Toyota Camry or whatever. During launch week in San Francisco, Lyft put a giant, whimsical pink mustache on the front of every car. You were encouraged to sit in the front seat because the driver was supposed to be your friend. They would ask you to fist bump the driver. It wasn't professionalized at all yet. It was very much a two-sided marketplace. You could make a lot of money as a driver. There was no margin compression yet. It was like free money everywhere for everyone. It was a capital war. Lyft raised a ton of money, came into the market with a disruptively cheap product, and wound up delivering a really fun experience. Then Uber fast-followed with UberX, and the rest of the game played out as a capital fight. From a March episode of the show.

John tells the story of the early Uber vs. Lyft battles - back when rides were subsidized, every Lyft had a giant pink mustache on the car, and riders were asked to fist bump their drivers: People see Lyft and Uber as commodities now, but when Lyft launched, people were super blackpilled on Uber. Uber at the time was only black cars. They didn't allow anyone to just hop on the network. You had to be registered as a limo driver. You'd have an Escalade, and someone would book you as a driver for a wedding or event. Uber’s app just digitized those bookings. Then Lyft figured out how to allow people to just show up with a Prius or a Toyota Camry or whatever. During launch week in San Francisco, Lyft put a giant, whimsical pink mustache on the front of every car. You were encouraged to sit in the front seat because the driver was supposed to be your friend. They would ask you to fist bump the driver. It wasn't professionalized at all yet. It was very much a two-sided marketplace. You could make a lot of money as a driver. There was no margin compression yet. It was like free money everywhere for everyone. It was a capital war. Lyft raised a ton of money, came into the market with a disruptively cheap product, and wound up delivering a really fun experience. Then Uber fast-followed with UberX, and the rest of the game played out as a capital fight. From a March episode of the show.

TBPN

56,105 görüntüleme • 3 ay önce

NEWS: Lucid today unveiled its production-intent robotaxi vehicle, developed in partnership with Group, Nuro and Uber, that will power its global robotaxi service. They also debuted today the Uber-designed in-cabin rider experience: • Sensor array featuring high-resolution cameras, solid-state lidar sensors, and radars. • Halo-mounted integrated LEDs to help riders easily identify the correct vehicle, display rider initials, and provide clear status updates from pickup through dropoff. • In-vehicle visualization that shows what the robotaxi sees and its planned path in real-time, including maneuvers such as yielding to pedestrians, slowing at traffic lights, changing lanes, and dropping off a passenger. • Interactive screens that let riders personalize their autonomous journey — from heated-seat and climate controls to music, as well as options to contact support, or request the vehicle to pull-over. • Fit up to six passengers • Compute based on NVIDIA DRIVE AGX Thor, part of the NVIDIA DRIVE Hyperion platform Pending final validation, the production intent robotaxi is expected to start production at Lucid’s Arizona factory later this year.

NEWS: Lucid today unveiled its production-intent robotaxi vehicle, developed in partnership with Group, Nuro and Uber, that will power its global robotaxi service. They also debuted today the Uber-designed in-cabin rider experience: • Sensor array featuring high-resolution cameras, solid-state lidar sensors, and radars. • Halo-mounted integrated LEDs to help riders easily identify the correct vehicle, display rider initials, and provide clear status updates from pickup through dropoff. • In-vehicle visualization that shows what the robotaxi sees and its planned path in real-time, including maneuvers such as yielding to pedestrians, slowing at traffic lights, changing lanes, and dropping off a passenger. • Interactive screens that let riders personalize their autonomous journey — from heated-seat and climate controls to music, as well as options to contact support, or request the vehicle to pull-over. • Fit up to six passengers • Compute based on NVIDIA DRIVE AGX Thor, part of the NVIDIA DRIVE Hyperion platform Pending final validation, the production intent robotaxi is expected to start production at Lucid’s Arizona factory later this year.

Sawyer Merritt

357,660 görüntüleme • 7 ay önce

The Tesla Cybercab isn’t just another EV — it’s set to completely redefine transportation 🚀 Unveiled in 2024 and now ramping toward production in 2026, this purpose-built robotaxi has no steering wheel, no pedals, just pure autonomous freedom. Here’s why it changes everything: • Ultra-low cost → ~$0.20 per mile operating (cheaper than owning a car or taking Uber) • Priced under $30,000 to buy → You could own your personal driverless pod • Inductive (wireless) charging → Automatically tops up, no plugs needed • Massive efficiency → ~300 real-world miles on a <50 kWh pack • 10-20x safer than human drivers → Fewer accidents, saved lives • Lounge-like interior → Huge legroom, butterfly doors, perfect for work, movies, or just relaxing

The Tesla Cybercab isn’t just another EV — it’s set to completely redefine transportation 🚀 Unveiled in 2024 and now ramping toward production in 2026, this purpose-built robotaxi has no steering wheel, no pedals, just pure autonomous freedom. Here’s why it changes everything: • Ultra-low cost → ~$0.20 per mile operating (cheaper than owning a car or taking Uber) • Priced under $30,000 to buy → You could own your personal driverless pod • Inductive (wireless) charging → Automatically tops up, no plugs needed • Massive efficiency → ~300 real-world miles on a <50 kWh pack • 10-20x safer than human drivers → Fewer accidents, saved lives • Lounge-like interior → Huge legroom, butterfly doors, perfect for work, movies, or just relaxing

Tesla Owners Silicon Valley

31,260 görüntüleme • 7 ay önce

Exciting to see how far the industry has come since we gave our first end-to-end AI driving demo a decade ago. But what matters now is scaled deployment. Every day this week we are releasing a new hour long video of zero shot driving all around the world 🌏 To start #1 this video is in San Jose, California. We're here for NVIDIA GTC and offering demo drives all week through the city and surrounding freeways. Book a ride here: This week we're also unveiling more details about our Nissan Motor Leaf robotaxi we're building on NVIDIA DRIVE Hyperion platform. We'll launch supervised trials in Tokyo with Uber later this year. It has already been a busy week - today I was live on the main stream right before Jensen's keynote. Join me tomorrow for my keynote at 9am PT in person or live streamed here: 📢

Exciting to see how far the industry has come since we gave our first end-to-end AI driving demo a decade ago. But what matters now is scaled deployment. Every day this week we are releasing a new hour long video of zero shot driving all around the world 🌏 To start #1 this video is in San Jose, California. We're here for NVIDIA GTC and offering demo drives all week through the city and surrounding freeways. Book a ride here: This week we're also unveiling more details about our Nissan Motor Leaf robotaxi we're building on NVIDIA DRIVE Hyperion platform. We'll launch supervised trials in Tokyo with Uber later this year. It has already been a busy week - today I was live on the main stream right before Jensen's keynote. Join me tomorrow for my keynote at 9am PT in person or live streamed here: 📢

Alex Kendall

22,917 görüntüleme • 5 ay önce

And now I’m here on a Metropolitan Line tube train to London. I tell you what; Amersham was absolutely lovely. The old bit. I had a few pints in the Saracens Head and the landlord kindly ordered me a cab here to the station. You don’t get that sort of service in most of London. But also, it’s the human interaction. In the middle of London, you order an Uber, or walk outside and hail a cab. There’s no speaking to anyone involved. Anyway, in this video I take you on a walk the whole length of the tube train and I think I counted three people. Also, we discover that tube trains are really, really long. I should have been sponsored for this walk.

And now I’m here on a Metropolitan Line tube train to London. I tell you what; Amersham was absolutely lovely. The old bit. I had a few pints in the Saracens Head and the landlord kindly ordered me a cab here to the station. You don’t get that sort of service in most of London. But also, it’s the human interaction. In the middle of London, you order an Uber, or walk outside and hail a cab. There’s no speaking to anyone involved. Anyway, in this video I take you on a walk the whole length of the tube train and I think I counted three people. Also, we discover that tube trains are really, really long. I should have been sponsored for this walk.

Alastair Hilton

46,045 görüntüleme • 5 ay önce

Elon Musk: Tesla has no need to buy Uber. “There's no need [to buy Uber] because we have millions of cars that will be able to operate autonomously. And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to add or subtract their car to the fleet so that existing Tesla owners will be able to earn money by adding their car to the fleet for autonomous use. I think it's maybe possible for Tesla owners to make more in allowing the car to be added to the self-driving fleet then they cost them in the lease. And that's why I'd consider it sort of a business model that's similar to some combination of Airbnb and Uber. Just like Airbnb, you can rent out your spare bedroom or your house if you're not using it and make money on it. And that's what we expect Tesla customers to be able to do.” Interview with David Faber, May 20, 2025 Made and published via

Elon Musk: Tesla has no need to buy Uber. “There's no need [to buy Uber] because we have millions of cars that will be able to operate autonomously. And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to add or subtract their car to the fleet so that existing Tesla owners will be able to earn money by adding their car to the fleet for autonomous use. I think it's maybe possible for Tesla owners to make more in allowing the car to be added to the self-driving fleet then they cost them in the lease. And that's why I'd consider it sort of a business model that's similar to some combination of Airbnb and Uber. Just like Airbnb, you can rent out your spare bedroom or your house if you're not using it and make money on it. And that's what we expect Tesla customers to be able to do.” Interview with David Faber, May 20, 2025 Made and published via

ELON CLIPS

440,639 görüntüleme • 1 yıl önce

If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about jimmah . He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Yesterday I spent most of the day with James taking Robotaxi rides and discussion all things Robotaxi: - current state of Robotaxi - quality of Robotaxi rides - possible scaling plans - challenges - comparison to Waymo and others - Tesla AI 5 - and much more Attached is a 2+ hour edited video of our Robotaxi rides and discussion. We also had an hour+ discussion on Optimus humanoid robots that I'll upload as a separate video tomorrow.

If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about jimmah . He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Yesterday I spent most of the day with James taking Robotaxi rides and discussion all things Robotaxi: - current state of Robotaxi - quality of Robotaxi rides - possible scaling plans - challenges - comparison to Waymo and others - Tesla AI 5 - and much more Attached is a 2+ hour edited video of our Robotaxi rides and discussion. We also had an hour+ discussion on Optimus humanoid robots that I'll upload as a separate video tomorrow.

Dave Lee

104,758 görüntüleme • 1 yıl önce

🚨 MAN EXPOSES THE ONLY U.S. CITY ERASED FROM GOOGLE MAPS - AND IT’S ULTRA WEALTHY There is exactly one city in America you could not explore on Street View: North Oaks - a private, gated enclave in Minnesota known for extreme affluence and exclusivity. This wasn’t a glitch. It wasn’t outdated data. It was intentional. Every entrance to the city is marked "No Trespassing". Cameras and license plate readers track who comes and goes. There are no public roads - property lines extend all the way into the street, eliminating public right-of-way entirely. When Google tried to map it, the town nearly sued to stop it. So one man decided to test the system. He studied aviation law, passed the Federal Aviation Administration drone pilot exam, launched from public land outside the city, and mapped every road from the air - legally. Now the city is visible. If this is legal, why doesn’t every wealthy city do it?

🚨 MAN EXPOSES THE ONLY U.S. CITY ERASED FROM GOOGLE MAPS - AND IT’S ULTRA WEALTHY There is exactly one city in America you could not explore on Street View: North Oaks - a private, gated enclave in Minnesota known for extreme affluence and exclusivity. This wasn’t a glitch. It wasn’t outdated data. It was intentional. Every entrance to the city is marked "No Trespassing". Cameras and license plate readers track who comes and goes. There are no public roads - property lines extend all the way into the street, eliminating public right-of-way entirely. When Google tried to map it, the town nearly sued to stop it. So one man decided to test the system. He studied aviation law, passed the Federal Aviation Administration drone pilot exam, launched from public land outside the city, and mapped every road from the air - legally. Now the city is visible. If this is legal, why doesn’t every wealthy city do it?

HustleBitch

2,366,528 görüntüleme • 6 ay önce

Yesterday, we announced that our autonomous lab, connected with OpenAI's GPT-5, beat the state-of-the-art in Cell-Free Protein Synthesis by 40%. This is how we did it. Watch OpenAI's Joy Jiao and Edmund Wong alongside our own Reshma Shetty as they explain how techniques like the use of a pydantic model set the stage for this breakthrough. The preprint is now out on bioRxiv: And if you’re in Boston for SLAS, come see Joy talk about it ( ) or come Monday-Wednesday from 9AM-5PM to 25 Drydock Ave to see the lab where we ran the experiments! You can just stop by or book ahead via And swing by Booth #1823 beforehand to pick up an Uber voucher for the 5-min ride!

Yesterday, we announced that our autonomous lab, connected with OpenAI's GPT-5, beat the state-of-the-art in Cell-Free Protein Synthesis by 40%. This is how we did it. Watch OpenAI's Joy Jiao and Edmund Wong alongside our own Reshma Shetty as they explain how techniques like the use of a pydantic model set the stage for this breakthrough. The preprint is now out on bioRxiv: And if you’re in Boston for SLAS, come see Joy talk about it ( ) or come Monday-Wednesday from 9AM-5PM to 25 Drydock Ave to see the lab where we ran the experiments! You can just stop by or book ahead via And swing by Booth #1823 beforehand to pick up an Uber voucher for the 5-min ride!

Ginkgo Bioworks

50,223 görüntüleme • 6 ay önce

🚨Look what I found on $HBAR that needs attention right now. 👇 The public RWA data shows $64.5M in tokenized real estate on Hedera. RedSwan’s own numbers? OVER $5 BILLION The gap between what trackers display and what's actually on the network is enormous. And almost nobody is talking about it. RedSwan CRE is a Houston-based commercial real estate tokenization platform. Hedera's official website confirms they've tokenized over $5 billion worth of institutional-grade properties on the network. With plans to reach $25 billion within 36 months. Their CEO Edward Nwokedi is a former executive director at Cushman & Wakefield, one of the largest real estate firms in the world. 13,000+ investors active on the platform. Three funds spanning the U.S., Africa, and the Gulf states. In 2023 they secured a $4 billion portfolio from a Dubai-based client. 36 mixed-use properties across the Middle East. Appraised by Cushman & Wakefield. Tokenized on their Hedera-powered platform. So why doesn't this show on RWA dashboards? Because tokenized private securities don't trade on public markets. These are regulated security token offerings held by verified investors. The dashboards track publicly visible on-chain assets. Private placement real estate stays off those trackers while still living on the network. That means HBAR's real tokenization footprint is dramatically larger than any public dashboard suggests. RedSwan is also helping build Hedera's Asset Tokenization Studio for compliant securities issuance. The market prices what it can see. The institutions deploy what it can't. That gap is the opportunity. When the visible data says $64.5M and the verified reality says $5B+, the market is pricing $HBAR off incomplete information. Massive blind spots create massive opportunities.

🚨Look what I found on $HBAR that needs attention right now. 👇 The public RWA data shows $64.5M in tokenized real estate on Hedera. RedSwan’s own numbers? OVER $5 BILLION The gap between what trackers display and what's actually on the network is enormous. And almost nobody is talking about it. RedSwan CRE is a Houston-based commercial real estate tokenization platform. Hedera's official website confirms they've tokenized over $5 billion worth of institutional-grade properties on the network. With plans to reach $25 billion within 36 months. Their CEO Edward Nwokedi is a former executive director at Cushman & Wakefield, one of the largest real estate firms in the world. 13,000+ investors active on the platform. Three funds spanning the U.S., Africa, and the Gulf states. In 2023 they secured a $4 billion portfolio from a Dubai-based client. 36 mixed-use properties across the Middle East. Appraised by Cushman & Wakefield. Tokenized on their Hedera-powered platform. So why doesn't this show on RWA dashboards? Because tokenized private securities don't trade on public markets. These are regulated security token offerings held by verified investors. The dashboards track publicly visible on-chain assets. Private placement real estate stays off those trackers while still living on the network. That means HBAR's real tokenization footprint is dramatically larger than any public dashboard suggests. RedSwan is also helping build Hedera's Asset Tokenization Studio for compliant securities issuance. The market prices what it can see. The institutions deploy what it can't. That gap is the opportunity. When the visible data says $64.5M and the verified reality says $5B+, the market is pricing $HBAR off incomplete information. Massive blind spots create massive opportunities.

X Finance Bull

29,770 görüntüleme • 2 ay önce

Rivian CEO RJ Scaringe in new interview: "Later this year, we'll have full supervised point-to-point, which will be very similar to Tesla's FSD. That will roll out to all of our Gen 2 vehicles and, of course, R2. Next year, we'll allow it to go unsupervised, so you can take your eyes off the road. The next step is achieving full capability for the vehicle to drive itself with no one in the car. We've been developing that for a while for our personal vehicles, but we also see it unlocking new business models, robotaxi being one of them. We took the decision to parter with Uber so we could focus on the tech and leverage them for their access to a big distribution channel. They're really a category of one. There's no one quite at their scale or reach." Full interview:

Rivian CEO RJ Scaringe in new interview: "Later this year, we'll have full supervised point-to-point, which will be very similar to Tesla's FSD. That will roll out to all of our Gen 2 vehicles and, of course, R2. Next year, we'll allow it to go unsupervised, so you can take your eyes off the road. The next step is achieving full capability for the vehicle to drive itself with no one in the car. We've been developing that for a while for our personal vehicles, but we also see it unlocking new business models, robotaxi being one of them. We took the decision to parter with Uber so we could focus on the tech and leverage them for their access to a big distribution channel. They're really a category of one. There's no one quite at their scale or reach." Full interview:

Sawyer Merritt

585,767 görüntüleme • 2 ay önce

🚨$UBER backed Atoms vs. NRED + EyeX: two different bets on the future of autonomous mining Atoms recently announced a $1.7 billion equity investment led by a16z, with Uber participating. Its mining division is anchored by Pronto, whose autonomous haulage technology has reportedly moved more than two million tons and is being deployed across 100+ trucks. But there may be another, much smaller physical-AI mining story developing through NovaRed Mining (CSE: NRED / OTCQB: NREDF) and On July 13, NRED announced a 30-day exclusive standstill and due-diligence process regarding the potential acquisition of an interest in EyeX technology. Importantly, there is no completed acquisition yet, and no deal is guaranteed. So how do the two strategies compare? Atoms + Pronto Atoms is currently focused on automating physical work inside operating mines: Autonomous haul trucks OEM-agnostic fleet retrofits Cameras, LiDAR and radar Commercial quarry and mining deployments Immediate productivity and labor savings Atoms is essentially building the autonomous execution layer for established industrial operations. NRED + EyeX The potential NRED–EyeX combination would approach mining from an earlier and potentially broader point in the value chain. NRED’s MetalCore platform integrates more than 4.1 million geological, geochemical, geophysical and mineral-property records to identify and prioritize exploration targets. EyeX then adds two connected capabilities: AI perception and command: cameras, drones, thermal systems, vehicles and robots detecting terrain changes, equipment, hazards, minerals and operational activity. Autonomous robotics: intelligent ground, aerial and maritime machines designed to operate in dangerous or inaccessible environments. EyeX’s public robotics portfolio includes: GroundUnit-1, an autonomous electric tracked platform for grading, clearing, mine development and hazardous terrain VHL, a hybrid heavy-lift VTOL system for remote mining operations and cargo delivery Autonomous mining drones and rovers Albatross maritime reconnaissance drones Sandpiper environmental-cleaning robots TugBot autonomous marine systems Human-carrying rescue drones Most of these systems remain protected-IP concepts or active R&D, while VHL is described as previously prototyped. That makes EyeX substantially earlier-stage than Pronto—but its intended scope is also much wider. The potential NRED architecture looks like this: MetalCore finds the target. EyeX understands the terrain. EyeX Robotics reaches it and acts. Field observations and assays make MetalCore smarter. Interestingly, this maps directly onto Atoms’ own three-step definition of physical AI: Understand the physical world Predict its future state Control the physical world For NRED: EyeX provides understanding. MetalCore provides prediction. EyeX Robotics provides physical action. The major distinction is that Atoms is already automating material movement inside producing mines and quarries. NRED and EyeX could potentially build an autonomous system spanning mineral discovery, field investigation, terrain access, mine development and eventually operations. The timeline is also interesting. NRED announced its exclusive EyeX diligence process nine days before Atoms disclosed its $1.7 billion financing with Uber. However, Atoms had already publicly launched its mining strategy and plans for Pronto in March, so the accurate conclusion is that NRED moved before the Atoms financing announcement—not before Atoms entered mining. Atoms’ financing does not prove EyeX’s technology or determine NRED’s valuation. But it is major validation of the broader thesis that specialized robotics, physical AI and autonomous mining could become one of the next large technology markets. The central question: Will the biggest opportunity belong to companies automating haulage inside existing mined

🚨$UBER backed Atoms vs. NRED + EyeX: two different bets on the future of autonomous mining Atoms recently announced a $1.7 billion equity investment led by a16z, with Uber participating. Its mining division is anchored by Pronto, whose autonomous haulage technology has reportedly moved more than two million tons and is being deployed across 100+ trucks. But there may be another, much smaller physical-AI mining story developing through NovaRed Mining (CSE: NRED / OTCQB: NREDF) and On July 13, NRED announced a 30-day exclusive standstill and due-diligence process regarding the potential acquisition of an interest in EyeX technology. Importantly, there is no completed acquisition yet, and no deal is guaranteed. So how do the two strategies compare? Atoms + Pronto Atoms is currently focused on automating physical work inside operating mines: Autonomous haul trucks OEM-agnostic fleet retrofits Cameras, LiDAR and radar Commercial quarry and mining deployments Immediate productivity and labor savings Atoms is essentially building the autonomous execution layer for established industrial operations. NRED + EyeX The potential NRED–EyeX combination would approach mining from an earlier and potentially broader point in the value chain. NRED’s MetalCore platform integrates more than 4.1 million geological, geochemical, geophysical and mineral-property records to identify and prioritize exploration targets. EyeX then adds two connected capabilities: AI perception and command: cameras, drones, thermal systems, vehicles and robots detecting terrain changes, equipment, hazards, minerals and operational activity. Autonomous robotics: intelligent ground, aerial and maritime machines designed to operate in dangerous or inaccessible environments. EyeX’s public robotics portfolio includes: GroundUnit-1, an autonomous electric tracked platform for grading, clearing, mine development and hazardous terrain VHL, a hybrid heavy-lift VTOL system for remote mining operations and cargo delivery Autonomous mining drones and rovers Albatross maritime reconnaissance drones Sandpiper environmental-cleaning robots TugBot autonomous marine systems Human-carrying rescue drones Most of these systems remain protected-IP concepts or active R&D, while VHL is described as previously prototyped. That makes EyeX substantially earlier-stage than Pronto—but its intended scope is also much wider. The potential NRED architecture looks like this: MetalCore finds the target. EyeX understands the terrain. EyeX Robotics reaches it and acts. Field observations and assays make MetalCore smarter. Interestingly, this maps directly onto Atoms’ own three-step definition of physical AI: Understand the physical world Predict its future state Control the physical world For NRED: EyeX provides understanding. MetalCore provides prediction. EyeX Robotics provides physical action. The major distinction is that Atoms is already automating material movement inside producing mines and quarries. NRED and EyeX could potentially build an autonomous system spanning mineral discovery, field investigation, terrain access, mine development and eventually operations. The timeline is also interesting. NRED announced its exclusive EyeX diligence process nine days before Atoms disclosed its $1.7 billion financing with Uber. However, Atoms had already publicly launched its mining strategy and plans for Pronto in March, so the accurate conclusion is that NRED moved before the Atoms financing announcement—not before Atoms entered mining. Atoms’ financing does not prove EyeX’s technology or determine NRED’s valuation. But it is major validation of the broader thesis that specialized robotics, physical AI and autonomous mining could become one of the next large technology markets. The central question: Will the biggest opportunity belong to companies automating haulage inside existing mined

Victor Renard

76,335 görüntüleme • 20 gün önce

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026

Shay Boloor

100,902 görüntüleme • 8 ay önce

1 Year Anniversary of Tesla Tesla Robotaxi Launch ... Reliving that 1st day! One year ago a small group or people including me received an invitation from Tesla_AI to be among the first to participate in the launch of the Tesla Robotaxi service. The launch took place in Austin Texas on 22 June 2025 and was punctuated by a lot of excitement, some uncertainty or what to expect, waiting for the app to download and then hailing the first ride as the small group of participants faced out in the initial service area and waited for their Robotaxi to arrive! For this initial launch, Tesla used Model Y's with the "Robotaxi" logos on the doors and rear hatch and had supervisors in the passenger seat but the cars all drove autonomously and did exceptionally well. We had all kinds of media trailing behind trying to get images, interviews or any information about our experiences, and this made for a surreal day, almost like paparazzi chasing after high-profile celebrities. Over the next year, the Robotaxi service would slowly scale to new cities, initially Austin and the San Fransisco areas, and then later to Houston and Dallas while preparations for several more cities were underway. The fleet did scale up but slowly, going through several revisions and updates of the autonomous software, becoming fully unsupervised and the fleet management aspects of the Robotaxi service were further developed. Regulatory permits and filings also took place to position the Robotaxi service for what we all hope will be large-scale expansion including the addition of the new Cybercabs, which are now in limited production and are testing multiple locations around the US. What will year 2 be like for Robotaxi? All indications are a very big year, but ultimately, Tesla needs to demonstrate they can execute on their plans, preparations and Cybercab production. I'm very hopeful they will be able to do so starting very soon! JC Christopher Doug 📐 JUSTIN ROTH Tesla Welt - german Podcast about Tesla Kalena Brown Chuck Cook Herbert Ong Tesla Owners Silicon Valley Ashok Elluswamy

Joe Tegtmeyer 🚀 🤠🛸😎

14,649 görüntüleme • 1 ay önce