Mar. 7 at 1:05 PM
$WRD the first segment of this conversation is about WeRide vs PONY vs WAYMO. WeRide seems to be the top choice.
This was done in Q3 when WeRide had 1600 AV in total, of which taxis were 750.
As of Jan 12, 2026, WeRide reported >20000 AV of which 1,023 are taxis.
By now, 3/7/26, taxis are likely even higher and WeRide said they will add from 2000-3000 more taxis in 2026.
Taxi fleet size should no longer be a negative for WeRide.
WeRide will potentially have 5K AV on the roads by YE rivaling WAYMO and blowing the doors off PONY.
The interview was favorable to WeRide for its entire lineup and its market size. It's only criticism was Q3 taxi fleet size. That's changed.
They never mentioned WePilot.
https://www.youtube.com/watch?v=erlUSI1pUf4