China’s Robotaxi Race Moves Fast: Latest Developments with Baidu and Pony.ai
A follow-up on my earlier piece: rapid changes, first hand comparisons, and what Baidu’s earnings reveal about its AI ambitions
Shanghai Robo-Taxi Reality Check: Baidu, Pony.ai, and a U-Turn That Changes Everything
Last week I wrote that Baidu’s robo-taxis weren’t yet operational in Shanghai Pudong, despite their otherwise confident press releases. Here it is in case you missed it.
This week, I already rode in one.
Things are moving fast in China’s robo-taxi business. What was “not yet available” a few days ago is now casually U-turning across the street to pick you up.
For paying subscribers, I share my first-hand experience of Baidu and Pony.ai’s service. Which one felt smarter? What stood out? And how one subtle feature from Pony hints at what the future of autonomous fleets might actually look like.
I also discuss Baidu’s latest earnings and what it reveals about their position in the AI race.
If you’re not a paying subscriber, here are a few free articles to catch up:
