Pony.ai

Pony.ai develops autonomous-driving technology for robotaxis, robotrucks and passenger vehicles. The company operates driverless mobility services and logistics programs in China and works with automakers and mobility partners to commercialize self-driving systems.

Facts

  • Segment: Automotive
  • Country: China
  • Ticker: PONY
  • Website: https://www.pony.ai

About

About Pony.ai

Pony.ai develops autonomous-driving technology for robotaxis, freight transport and passenger vehicles. Its virtual-driver stack combines perception, planning, control and vehicle integration across mobility and logistics programmes.

The company operates and tests services in multiple Chinese markets and works with automakers on production systems. Driverless commercial operation remains city-, route- and permit-specific, while robotruck and passenger-vehicle programmes follow their own deployment schedules.

Market context

Pony. ai is one of the few listed pure-play autonomy companies with commercial robotaxi operations, autonomous freight work and OEM vehicle-integration activity.

  • Zoox - comparable profile - peer: Autonomous Driving Stack
  • Mobileye - comparable profile - peer: Autonomous Driving Stack
  • Helm.ai - comparable profile - peer: Autonomous Driving Stack

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Financials

  • PONY - NASDAQ

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Supply

  • Hesai Technology - Inbound - Perception - Pony.ai seventh-generation robotaxis use four Hesai AT128 lidar sensors as the primary lidar system - source: hesaitech.com

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Timeline

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Team

  • Jun Peng - Co-founder, Chairman and Chief Executive Officer
  • Tiancheng Lou - Co-founder and Chief Technology Officer

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Relations

  • BAIC BluePark New Energy Technology Co., Ltd. - L4 / Robotaxi Stack - Pony.ai supplies L4 autonomy stack for BAIC ARCFOX Robotaxi programs (Smart Mobility Day Jan 2026; Europe road testing Mar 2026).
  • BAIC BluePark New Energy Technology Co., Ltd. - Robotaxi Deployment Partner - BAIC New Energy and Pony.ai launched ARCFOX Alpha T5 Robotaxi road testing in Zagreb.

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Deployments

  • Active City Count - 3 tier-one China cities - 2025-11-24 - public robotaxi riders - urban ride-hailing - Pony.ai said Gen-7 robotaxis were publicly available in Guangzhou, Shenzhen and Beijing. - source posture: Company Disclosed - source: ir.pony.ai
  • Robotaxi Fleet Size - 961 robotaxi fleet vehicles - 2025-11-24 - public robotaxi riders - urban ride-hailing - Pony.ai reported 961 robotaxi fleet vehicles as of November 23, 2025. - source posture: Company Disclosed - source: ir.pony.ai
  • Gen7 Robotaxi Count - 667 Gen-7 robotaxis - 2025-11-24 - public robotaxi riders - urban ride-hailing - Pony.ai reported 667 Gen-7 vehicles in its robotaxi fleet as of November 23, 2025. - source posture: Company Disclosed - source: ir.pony.ai

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Operations

  • Daily Orders Per Vehicle - 23 daily average orders per vehicle - 2025-11-24 - public robotaxi riders - urban ride-hailing - Pony.ai reported 23 daily average orders per vehicle in Guangzhou after Gen-7 commercial launch. - source posture: Company Disclosed - source: ir.pony.ai

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