Feb. 12 at 7:37 PM
$WRD robotaxi growth for WeRide and
$PONY by quarter in 2025 is an interesting study, especially rate of change.
PONY:
q1 270
Q2 500
Q3 961
Q4 1159 mid January
WeRide:
Q1 Not Specified (1,200 AV overall)
Q2 Not Specified
Q3 750
Q4 1,023 mid January
This suggests that in the final 2 qtrs of 2025 WeRide added nearly as many robotaxis as PONY did over 4 qtrs,
This sugegsts wit hthe help from UBER as of now and GRAB in 2 more months, PONY takes thge back seat to WeRide in fleet size.
WeRide will also have its own robotaxis to add.
By Q2 2026 everyone should know it and WRD will show it.
Then there is the entie AV lineup and WePilot. It's beyone stupid right now what US traders and shorts think and do.