@NielsPluijmen 🅽🅸🅴🅻🆂

🅽🅸🅴🅻🆂 posts on X about $wrd, $pony, $uber, tesla the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] -18%
• [--] Month [------] +81%
• [--] Months [------] +1,014%
• [--] Year [------] +20%

Mentions: [--] #

• [--] Month [--] +70%
• [--] Months [---] +668%
• [--] Year [---] +71%

Followers: [---] #

• [--] Week [---] +0.23%
• [--] Month [---] +1.70%
• [--] Months [---] +5.70%
• [--] Year [---] +9.40%

CreatorRank: undefined #

Social Influence

Social category influence stocks 58.82% technology brands 24.51% countries 20.59% automotive brands 16.67% travel destinations 11.76% finance 7.84% celebrities 1.96% formula 1 0.98% social networks 0.98% currencies 0.98%

Social topic influence $wrd #6, $pony #12, $uber 15.69%, tesla 10.78%, china 9.8%, dubai 6.86%, singapore 4.9%, zurich 4.9%, business 3.92%, in the 3.92%

Top accounts mentioned or mentioned by @werideai @jmllubber @cwbresearch @tinytotitan10x @uber @grok @ponyaitech @alexavoigt @bbindelay @sawyermerritt @boschglobal @bcoskunxyz @allintesla100 @fredlambert @yieldcurvebali @pierreeliottlal @sambikeymedaca @stephenrandolph @realdanodowd @esbenjohnson

Top assets mentioned WeRide Inc. (WRD) Pony AI Inc. (PONY) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) XPENG INC. (XPEV)

Top Social Posts

Top posts by engagements in the last [--] hours

"@CWB_Research The valuation framework rightly captures the upside from $WRD international robotaxi expansion but it underplays how the companys profitability timeline and diversification reduce risk well before [----]. Management has guided for breakeven or profitability by 2027"
X Link 2026-01-14T16:06Z [---] followers, [---] engagements

"@TinyToTitan10x Is it What would be the catalyst be [--] month into testing and LTA Singapore put Pony on hold. Just saying https://www.straitstimes.com/singapore/comfortdelgro-self-driving-vehicle-collides-with-road-divider-in-punggol-no-one-injured https://www.straitstimes.com/singapore/comfortdelgro-self-driving-vehicle-collides-with-road-divider-in-punggol-no-one-injured"
X Link 2026-01-19T18:35Z [---] followers, [--] engagements

"$WRD WeRide launches Robobus commercial operation in Belgium Gasgoo https://autonews.gasgoo.com/articles/icv/weride-launches-robobus-commercial-operation-in-belgium-2015772354448039936 https://autonews.gasgoo.com/articles/icv/weride-launches-robobus-commercial-operation-in-belgium-2015772354448039936"
X Link 2026-01-26T14:02Z [---] followers, [---] engagements

"K2 and @WeRide_ai to operate autonomous buses in Abu Dhabi $WRD https://www.zawya.com/en/press-release/companies-news/k2-and-weride-to-operate-autonomous-buses-in-abu-dhabi-a7onn452 https://www.zawya.com/en/press-release/companies-news/k2-and-weride-to-operate-autonomous-buses-in-abu-dhabi-a7onn452"
X Link 2026-01-26T18:12Z [---] followers, [---] engagements

"@BBindelay @jmllubber @WeRide_ai @BoschGlobal A 2nd cadidate for WeRide could be Mercedes. A somewhat similar case to Volvo (a discontinuation case). MB suspended their DrivePilot project recently. A move towards Bosch AiDrive could be fairly frictionless (and possibly a quick fix before they move towards Nvidia Alphamayo)"
X Link 2026-02-02T15:02Z [---] followers, [--] engagements

"@TinyToTitan10x Seems like an attempt to pump a beat down stock on framing that $PONY is the Chinese Waymo. Its not. See my comment on your YouTube video [--] weeks ago"
X Link 2026-02-03T14:58Z [---] followers, [--] engagements

"@TinyToTitan10x The market is still waiting for Ponys big break in autonomous logistics. That promise has not been materialised yet. Revenue was flat. It primarily serves Sinotrans. For their ADC business its no different: heavy reliance on one single customer: Meituan"
X Link 2026-02-04T08:14Z [---] followers, [--] engagements

"@TinyToTitan10x BAIC ARCFOX Alpha S (L3 Edition) relies on Baidu Apollo as its primary partner for the L3 autonomous driving system stack. L3 in China is still very limited in scope (conditional autonomous driving on highways and urban expressways up to [--] km/h). So thats very optional value"
X Link 2026-02-04T10:37Z [---] followers, [--] engagements

"@TinyToTitan10x ADC. Yes Meituan is a huge customer for $PONY. Which means for a significant part revenue contributions are relying on Meituan to buy. What would happen if Meituans current delivered base of autonomous controllers (based on bankrupt Luminar technology) becomes unsupported"
X Link 2026-02-04T11:21Z [---] followers, [--] engagements

"@TinyToTitan10x I believe @WeRide_ai strategy is more powerful here. L2 offers superior data collection scalability and it cuts r&d costs. Boschs market leverage makes this data fly wheel extremely valuable. While $PONY L3 strategy imposes operational limits that hinder broad deployment"
X Link 2026-02-04T12:54Z [---] followers, [--] engagements

"@jmllubber @WeRide_ai $WRD move into the L2 domain makes so much more sense. Cert of L3 will happen but its still early innings. Once it markets open up WeRide will be ready. The monetisation is happening now in L2: it scales lowers r&d cost builds an OEM customer base and sets them up for L3"
X Link 2026-02-04T16:19Z [---] followers, [---] engagements

"@CWB_Research ADAS price: $320 per vehicle per year Gross margin: 75% Units: [------] (base) $256M Rev (192M gross profit) Units: [-------] (upside $320M Rev (240M gross profit)"
X Link 2026-02-07T17:12Z [---] followers, [--] engagements

"@niccruzpatane This just shows Tesla cult is easily swayed by big meaningless numbers"
X Link 2026-02-09T06:28Z [---] followers, [---] engagements

"@grok @bcoskun_xyz @WeRide_ai @Uber @grok They on are only considered rivals when they compete in the same territory. Maybe Australia will be the first battle ground"
X Link 2026-02-09T06:49Z [---] followers, [--] engagements

"@grok @bcoskun_xyz @WeRide_ai @Uber @grok which possible battle grounds are expected between Waymo and Chinese robotaxi companies"
X Link 2026-02-09T08:21Z [---] followers, [--] engagements

"@grok @bcoskun_xyz @WeRide_ai @Uber @grok please tell me more about WeRide Norway ops"
X Link 2026-02-09T08:37Z [---] followers, [--] engagements

"@PonyAI_tech you blocked me. Why Theres a difference between installed base and revenue-earning base. As much as that [----] production target is important fleet deployed in Chinas T1 cities generate far less revenue due to market economics reg. & competitor landscape $PONY"
X Link 2026-02-09T11:53Z [---] followers, [--] engagements

"@FraserM40772 @hedgemars @Microinteracti1 A strong RUB masks Russias economic weakness. Its 42% rally vs USD hurts oil/mining exports (25%+ revenue drop) fuels stagnation (1% GDP growth forecast 26) high rates crush investment (30% firms at loss) and sanctions bite deeper. Their war economy sputtering not thriving"
X Link 2026-02-09T12:03Z [---] followers, [--] engagements

"@jmllubber Fleet count seems to be the markets measure of progress. While the 2x in fleet growth within the quarter looks impressive for $WRD what matters even more is where those vehicles get deployed. Its revenue earning base (not install base) matters: thats the real valuation kicker"
X Link 2026-02-09T12:41Z [---] followers, [--] engagements

"@jmllubber If [---] $WRD robotaxis get deployed in Abu Dhabi $PONY would need to deploy about [---] robotaxis to match the same net revenue number. Most of that 38% fleet increase will be deployed in Abu Dhabi. While Pony will deploy that 18% into an increasingly competitive Chinese market"
X Link 2026-02-09T12:49Z [---] followers, [--] engagements

"@jmllubber The real Trojan horse for $WRD is probably the Adas revenue. Overlooked by most market analyst. Theyre not comprehending or modelling it yet. Why My projections for @WeRide_ai profitability thesis by [----] is strongly based on mass enrolment of WePilot"
X Link 2026-02-09T12:59Z [---] followers, [---] engagements

"@jmllubber @WeRide_ai Agree. $WRD [----] company profitability is definitely in the cards. If - and only if - WePilot can deliver on SOPs (and OEM deliver on volume and scale). Market is not seeing it yet. All are focussed on one thing: Robotaxi. The L2 numbers are gonna hit hard"
X Link 2026-02-09T15:49Z [---] followers, [---] engagements

"Each jump is only more than a number if Xihu scales fleet to match the footprint. More square km unlocks trips but w/o enough vehicles Waits spike empty miles soar utilization crashes. Gradual districts sound smartor just posturing $PONY doesnt disclose ops fleet number"
X Link 2026-02-10T13:44Z [---] followers, [--] engagements

"$PONY Density Calculation Target density: 5-10 vehicles/km supports 3-min waits (via square-root law: wait sqrt(area/fleet)) avoiding sprawl while fitting Shenzhens congestion (extreme traffic pressure 17M pop). For [-----] km: 836-1672 vehicles is baseline"
X Link 2026-02-10T20:55Z [---] followers, [--] engagements

"@pierreeliottlal Opus"
X Link 2026-02-11T05:51Z [---] followers, [--] engagements

"@allintesla100 @SawyerMerritt Vertical integration doesnt guarantee a per-mile cost advantage in robotaxi operations. Teslas approach ties up capital that could fund fleet expansion unlike competitors outsourcing to achieve similar costs faster with less risk"
X Link 2026-02-11T12:47Z [---] followers, [--] engagements

"@allintesla100 @SawyerMerritt Chinese robotaxi players like Baidu or WeRide tap this ecosystem for cheaper battle-tested parts eroding any Tesla manufacturing edge per mile (as specialised suppliers spread R&D and fixed costs across multiple clients)"
X Link 2026-02-11T12:48Z [---] followers, [--] engagements

"@AlfieJCarter Claude"
X Link 2026-02-11T16:16Z [---] followers, [--] engagements

"@jmllubber @WeRide_ai @PonyAI_tech $WRD emerges as the clearer bet: steadier growth trajectory 241% YoY [--] proj 144-193% YoY [--] Global diversification dodging China bottlenecks a realistic shot at [----] robotaxis. Thats just naked fleet numbers. The revenue contribution is growing on multiple AV lines"
X Link 2026-02-12T17:44Z [---] followers, [---] engagements

"@jmllubber @WeRide_ai @PonyAI_tech The production of vehicles doesnt always follow a straight line (esp with integrated production lines that Pony uses). Momentum is clearly with WeRide. Fleet production count doesnt tell the full story. Only fleets deployed can contribute to top line growth. Q4 gonna be fun"
X Link 2026-02-12T18:04Z [---] followers, [--] engagements

"@jmllubber @WeRide_ai @Uber WeRide: January [----] robotaxi fleet: about [---] to [---] units globally best evidence-based estimate. Mid-2025: already 700+ robotaxis. (according to Alpha R&D) https://alpharndlabs.com/blog/werideutm_source=chatgpt.com https://alpharndlabs.com/blog/werideutm_source=chatgpt.com"
X Link 2026-02-12T23:01Z [---] followers, [--] engagements

"@alex_avoigt Few will buy Tesla in Europe. Regardless of FSD approval. The real strategic mistake thats been made is Elons mingling with far right politics in Europe his affiliation with DT and an alleged Nazi salute"
X Link 2026-02-13T06:06Z [---] followers, [---] engagements

"@sambikey_medaca @WeRide_ai @Uber Thats a Wisdom motor bus (Wi Ch Tng Qch) Not WeRide. Recently also an issue on Tamara Island (Okinawa prefecture) in January There was also this incident in suburbs of Tokyo (Aug 25) All are not WeRide related https://youtu.be/NRwlWds55ngsi=VbkevkFS8t1XHhnC https://evm-j.com/news/okinawa-tarama-0122 https://youtu.be/NRwlWds55ngsi=VbkevkFS8t1XHhnC https://evm-j.com/news/okinawa-tarama-0122"
X Link 2026-02-13T11:20Z [---] followers, [--] engagements

"@PonyAI_tech feeling confident enough to take a Singapore LTA executive for a spin. The $PONY project was off to an unfortunate start: in January days after residents in Punggol were invited to try out the driverless shuttle service the vehicle drove into a road divider"
X Link 2026-02-13T15:20Z [---] followers, [--] engagements

"@sambikey_medaca @WeRide_ai @Uber Im sure WeRide considers these market sensitivities"
X Link 2026-02-13T19:04Z [---] followers, [--] engagements

"$WRD some good insights in the Adas solution with Bosch"
X Link 2026-01-28T19:36Z [---] followers, [---] engagements

"$WRD $TSLA WeRides WePilot. A scalable FSD Challenger Built for OEM Reality. Read the full article here: https://www.reddit.com/r/weride/s/OaL7zZE4wf https://www.reddit.com/r/weride/s/OaL7zZE4wf"
X Link 2026-01-30T20:22Z [---] followers, [---] engagements

"My [--] takeaways from $UBER earnings call: A demand layer is key for AV companies as it boost utilisation (+30%) and speeds up the path to profitability on city level. @WeRide_ai is well positioned to soon have potentially lit [--] cities on Uber rails. When you know you know $WRD"
X Link 2026-02-04T15:24Z [---] followers, [---] engagements

"For every Robotaxi deployed by $WRD in Abu Dhabi $PONY needs to deploy [--] Robotaxis in Guangzhou to generate the same revenue. Meanwhile the market is still counting fleet numbers"
X Link 2026-02-08T18:06Z [---] followers, [---] engagements

"$PONY Baidu claiming Uber slot in Dubai leaves Pony without a demand layer. By losing effective access to the Dubai demand layer Pony loses revenue visibility platform learning and regional signaling power. That is not cosmetic. That is structural. Pony is sidelined in the ME"
X Link 2026-02-10T11:17Z [---] followers, [---] engagements

"Pony today is a far less significant player today than it was yesterday. The rug got pulled underneath them. Not just in Dubai. In the gulf region. Qatar permit helps maintain regional presence optics. At best it keeps Pony from being completely absent in the Gulf narrative"
X Link 2026-02-10T15:21Z [---] followers, [--] engagements

"@WeRide_ai vs @PonyAI_tech Expected Robotaxi FY2025: WeRide wins on revenue despite Ponys 4.3x fleet scale (2701159). Abu Dhabi fares 2-3x Chinas rates + profitability = higher earnings even w/ vehicle sales bundled. Fleet 1k parity pricing volume. $WRD $PONY"
X Link 2026-02-12T12:19Z [---] followers, [---] engagements

"@WeRide_ai expected to crush Robotaxi revenue @PonyAI_tech in [----] despite +2000 production goal. Why International vs China deployment mix tilts the scale in favour of $WRD (despite lower fleet count). $PONY still very much China-bound amid margin pressure fleet caps"
X Link 2026-02-12T12:53Z [---] followers, [---] engagements

"@WeRide_ai @PonyAI_tech Ponys Robotaxi growth hits wall according guidance: 329% YoY [--] 159% proj [--] (-170pts). [-----] - Is $PONY fading fast - How many of these [----] robotaxis are revenue generating - Are fleet caps hindering further growth - Pony partners not scaling fast enough"
X Link 2026-02-12T15:36Z [---] followers, [--] engagements

"Autolab Four Chinese Driving Systems Battle Huawei Quiankun ADS4 vs Horizon HSD vs Momenta R6 vs Bosch E2E @WeRide_ai @bosch https://youtu.be/RdzvRVw_pGUsi=TsVHkNCfO0iTq2x_ https://youtu.be/RdzvRVw_pGUsi=TsVHkNCfO0iTq2x_"
X Link 2026-02-13T18:50Z [---] followers, [--] engagements

"@Dmitri_IV_ @alex_avoigt Not unless you enable the Tesla Hyperfloat mode"
X Link 2026-02-16T16:20Z [---] followers, [--] engagements

"@indexredtv @FredLambert Teslas cars do not rely on HD maps. has that been done before These come to mind: DeepRoute Imagery Wayve XPeng Waabi Non of which has run commercial robotaxi operations at scale (+50 vehicles) yet"
X Link 2026-02-16T16:32Z [---] followers, [---] engagements

"RT @aakashgupta: The SpaceX math is even crazier than this post suggests. Three days ago Musk merged SpaceX with xAI. Combined valuation:"
X Link 2026-02-06T11:07Z [---] followers, [---] engagements

"If $PONY partner Xihu is to provide a reliable service it needs to scale to 1000-2000 if demand mirrors metro peaks (70% rush-hour trips) ensuring no compromise on 50%+ utilization or 5-min waits (For [-----] km) It plans [----] units (full metro area) in the coming years"
X Link 2026-02-10T21:07Z [---] followers, [--] engagements

"Seems like typical $PONY posturing with a flashy [-----] km footprint. Current deployed numbers of vehicles deliver under [--] veh/km density nowhere near justifying coverage or subpar wait times (13+ mins). Partner Xihus paced rollout exposes the gap between Pony hype and reality"
X Link 2026-02-10T21:21Z [---] followers, [--] engagements

"@layla_electric @alex_avoigt Many already jumped that bar"
X Link 2026-02-16T16:21Z [---] followers, [--] engagements

"@jewishgangar @TheWiseIC You do understand this is L3 right"
X Link 2026-02-16T23:49Z [---] followers, [--] engagements

"@YieldCurveBalI The analysis overstates $PONY's position undermines its credibility. There are no exclusive robotaxi licenses in Chinas T1 cities. Presenting non-exclusive tightly scoped permits as durable regulatory moats is factually wrong. It inflates the enitre thesis. Reads like a promo"
X Link 2026-01-20T17:00Z [---] followers, [--] engagements

"@YieldCurveBalI I'm not sure why Waymo is mentioned. Using them as a valuation anchor muddies regional regulatory realities. Waymo does not operate in China Pony does not operate in the US. Therefore: Waymo is irrelevant to Ponys China moat"
X Link 2026-01-20T17:09Z [---] followers, [--] engagements

"@YieldCurveBalI Fleet targets assume frictionless regulatory scaling. Historically China tightens approvals as pilots scale especially after incidents. The analysis assumes the opposite without evidence. Reality is regulatory scaling is probably the single hardest challenge for $PONY"
X Link 2026-01-20T17:13Z [---] followers, [--] engagements

"@jurgen_nauditt Hungary and Slovakia directly import Russian crude oil through the Druzhba pipeline. Slap a tariff on them. Belgium France the Netherlands import Russian LNG. As this is based on long term contracts breach of contract by them could end up in trials and benefitting Russia more"
X Link 2026-01-21T11:34Z [---] followers, [---] engagements

"@WeRide_ai congrats $WRD Passengers to start riding De Lijn's self-driving buses in Leuven Delivered on schedule. Expecting news to break on the wires today. Maybe some inaugural event https://www.belganewsagency.eu/passengers-to-start-riding-de-lijns-self-driving-buses-in-leuven https://www.belganewsagency.eu/passengers-to-start-riding-de-lijns-self-driving-buses-in-leuven"
X Link 2026-01-22T10:26Z [---] followers, [--] engagements

"@JensKrabbe1 @TashaARK Toyota Volkswagen Group Hyundai-Kia Corp Stellantis General Motors BYD SAIC Geely all outrank Tesla in production capabilities. They all have either in-house developed autonomous platforms or can license technology at scale"
X Link 2026-01-23T10:26Z [---] followers, [--] engagements

"@TheEVuniverse Many will look at raw vehicle count as an indicator of progress or scalability. However what truly measures operational maturity in autonomous mobility is how efficiently a deployed fleet generates value. $WRD is set up for growth in Middle East. Abu Dhabi is the blueprint"
X Link 2026-01-26T21:53Z [---] followers, [---] engagements

"@GardenCapitalM @herbertong Isnt that already priced in Forward P/E is off the charts [---]. Industry average around [--] (car manufacturers)"
X Link 2026-01-27T19:15Z [---] followers, [--] engagements

"@jmllubber @WeRide_ai @LubberJML Chinese EV manufacturer and retailer Chery is taking early steps toward a Canadian market entry. No specific plans exist for Exeed models to be exported to Canada though. Can Omaha or Jaecoo trims get WeRide inside $WRD https://www.connectcre.ca/stories/chinese-ev-maker-chery-preparing-to-expand-into-canada/ https://www.connectcre.ca/stories/chinese-ev-maker-chery-preparing-to-expand-into-canada/"
X Link 2026-01-28T13:15Z [---] followers, [--] engagements

"@StephenRandolph @FredLambert At scale Tesla is not going to maintain these rock-bottom prices long-term due to operational realities like insurance maintenance cleaning replenishment of camera fluids regulatory compliance and fleet expansion costs. Early lows are market-entry tactics"
X Link 2026-01-29T07:05Z [---] followers, [--] engagements

"@CryptoSy2 @StephenRandolph @FredLambert you assume youll pay less. These rock bottom prices will not be sustainable at scale. Just market entry tactics to make miles collect data and user feedback"
X Link 2026-01-29T07:08Z [---] followers, [--] engagements

"@alex_avoigt Apparently that unsupervised Tesla does not operate in the open. Its like a Yeti. The cult has shared countless stories and anecdotal sightings of the unsupervised Robotaxi but never have seen one in real life. Elon the storyteller tells you it exists. Therefor it does 😂"
X Link 2026-01-29T08:51Z [---] followers, [--] engagements

"@Benz_G_24 What is stated is true. Europe is on a slower pace for Robotaxi. Weride has: - a public Robobus in operation. - a Robobus for commuters in Valence. Dme. Driverless. - a Robobus operations at Zurich International airport. - a Robotaxi Service operations in Zurich Furttal"
X Link 2026-01-29T18:29Z [---] followers, [--] engagements

"@grok @GladysToper @RealDanODowd @grok why is FSD compared to x times safer than a human driver when FSD is driver assisted The aid (FSD) improves that very same human driver yet it does not replace the human driver"
X Link 2026-01-30T08:28Z [---] followers, [--] engagements

"@BertelSchmitt That list needs updating: Weride has robotaxi operating also in Dubai Riyadh Zurich Singapore"
X Link 2026-01-30T16:13Z [---] followers, [--] engagements

"@ZeNoseGrows @rantanpln @matthiasforstr @JTedestal @moizali Hes not wrong. Tesla stock is built on future narrative. They have yet to deliver"
X Link 2026-01-31T11:49Z [---] followers, [--] engagements

"@grok @EsbenJohnson @SawyerMerritt @grok so if the conclusion is that safety requires further gains why did Robotaxi go live"
X Link 2026-01-31T19:40Z [---] followers, [--] engagements

"@grok @EsbenJohnson @SawyerMerritt @grok then why did Tesla announce its unsupervised taxi available in Austin prior to its earnings call"
X Link 2026-01-31T19:58Z [---] followers, [--] engagements

"@alex_avoigt Not all analysts are Tesla pom-pom waivers. That does not make their claims ridiculous"
X Link 2026-01-31T20:05Z [---] followers, [--] engagements

"@phasegatejumper @StockSavvyShay Waymos reported $350 million annual revenue run-rate exceeds Teslas pure FSD subscription revenue which is a fraction of its total [---] million active FSD subscriptions"
X Link 2026-02-01T08:08Z [---] followers, [--] engagements

"@ray4tesla Huaweis ADS is often promoted as the best intelligent driving system in China. You sure Last test Chinese test Huawei did not do bad but wasnt on top: [--] Adas systems performed better than Huawei"
X Link 2026-02-01T15:27Z [---] followers, [---] engagements

"@WeRide_ai : The Multi-Product Autonomy Platform The Market Is Valuing Wrong $WRD https://www.reddit.com/r/weride/s/CvaMZwc8sW https://www.reddit.com/r/weride/s/CvaMZwc8sW"
X Link 2026-02-01T21:58Z [---] followers, [---] engagements

"@BBindelay @jmllubber @WeRide_ai @BoschGlobal A Bosch executive hinted on a very promising one in Europe. Volvo could be first. It faces an immediate strategic need post-Luminar drop creating a gap in promised L2+ capabilities that WeRide's WePilot could fill effectively. If any that would be my bet. Some others:"
X Link 2026-02-02T14:12Z [---] followers, [--] engagements

"@alex_avoigt There's a more likely option you seem to overlook and that's going with Bosch AiDrive. MB S-Class has a strong Bosch overlap. AiDrive offers them a quick cost-effective L2+ restoration without full redesigns (and L3 path). It's already tested on the German roads and Autobahn"
X Link 2026-02-02T14:34Z [---] followers, [---] engagements

"@jmllubber @BBindelay @WeRide_ai @BoschGlobal @CathieDWood Agree. There's plenty of 'Low hanging fruit' to pick. Chery has Exeed's premium line and Jetour's mass-market hybrids that offer the fastest paths building on Bosch's China production ramp for L2+ systems. It's ideal for Chery's global NEV push without major reengineering"
X Link 2026-02-02T15:32Z [---] followers, [--] engagements

"@CWB_Research A video from a Bosch executive (posted [--] months ago) indicates within [--] months. Maybe they can speed track the regulatory part given Boschs market position compliance and standards familiarity"
X Link 2026-02-02T20:28Z [---] followers, [--] engagements

"@TinyToTitan10x To meet the goal of [----] robotaxis it needs to show regulatory traction in markets where they are most mature (China). Im not seeing it. Little noticeable changes: widening permits lifting quota caps partner roll out pacing that increases. Thats an issue. What am I missing"
X Link 2026-02-04T07:50Z [---] followers, [--] engagements

"@TinyToTitan10x With Hello and Didi AD aggressively entering the market the race is on. No doubt these players would like to scale in T1 cities first. Im not sure if Pony will want to fight that head-on or move into T2 cities with Sunlight Mobility Margin pressure seems inevitable"
X Link 2026-02-04T07:57Z [---] followers, [--] engagements

"@TinyToTitan10x My overall issue with $PONY is their heavy reliance: their small regulatory footprint their single customer in av trucking and autonomous domain controller business. This shows immediately when market changes (competition) or uneventful things happen (luminar bankruptcy)"
X Link 2026-02-04T08:29Z [---] followers, [--] engagements

"@TinyToTitan10x Robotruck: the fact that its currently relying on a single customer should raise some concern. Is it a product market fit issue Why has promised growth (YTD 1.4%) not happened This business still represents a significant part of total contribution (43%). Meaningful Id say"
X Link 2026-02-04T11:16Z [---] followers, [--] engagements

"@jmllubber Did you see Ubers upcoming cities Zurich Hong Kong and Madrid were mentioned. WeRide seems to be very well positioned here"
X Link 2026-02-04T16:21Z [---] followers, [--] engagements

"@jmllubber I was on the move so I was listening in. Cant be sure it was shown during earnings call or merely pointed to as collateral info. I assume it was shown but definitely part of the earnings call material"
X Link 2026-02-04T16:48Z [---] followers, [--] engagements

"@whykingsweden @RealDanODowd @Tesla @elonmusk FSD still gets into not even 1/10 of the accidents compared to humans Is that what they told you"
X Link 2026-02-06T07:49Z [---] followers, [--] engagements

"@TechEquityEng @WeRide_ai @Uber Uber ceased operations in China (2016) after selling its China business to local rival Didi Chuxing (competition and regulatory pressures). More likely city candidates: Zurich Madrid Doha Jeddah Option value (high to low) Hong Kong Melbourne Sydney Japan Seoul"
X Link 2026-02-06T11:39Z [---] followers, [--] engagements

"@BBindelay @WeRide_ai @Uber Furttal (Canton of Zurich): a fully driverless passenger service planned for H1 [----]. Its Switzerlands 1st driverless robotaxi permit enabling WeRide to conduct fully driverless commercial operations after initial testing phases including supervised runs with safety drivers"
X Link 2026-02-06T13:42Z [---] followers, [--] engagements

"@jmllubber @WeRide_ai @Uber Delay calling until after a price recovery catalyst ideally post-Q1 [----] earnings when Abu Dhabi fleet ramps and Dubai pilot data could validate execution and spark a rebound. This preserves equity value sends a stronger signal of pricing power/confidence imho"
X Link 2026-02-06T15:22Z [---] followers, [--] engagements

"@CWB_Research Going with Ubers public signals: They frame AVs as supply infrastructure. Their economics are designed to scale utilisation first and margin expansion comes later This strongly suggests Ubers effective take is lower than human-driver Uber in early and mid phases imho"
X Link 2026-02-07T11:51Z [---] followers, [--] engagements

"@CWB_Research My fair effective Uber take scenarios are: - uber prioritises utilisation: 18% - balanced partnership: 22% - strong demand + pricing power: 25% Anything above 25% contradicts Ubers publics signals and also risks killing any AV partner ROI. Id go with the middle option: 22%"
X Link 2026-02-07T12:03Z [---] followers, [--] engagements

"@CWB_Research When doing the math on gross rider revenue per vehicle per year (2027) Abu Dhabi Uber (22%): $22838 WeRide / fleet side (78%): $80972 Dubai Uber (22%): $21633 WeRide / fleet side (78%): $76698 Riyadh Uber (22%): $29309 WeRide / fleet side (78%): $103913"
X Link 2026-02-07T12:11Z [---] followers, [--] engagements

"@CWB_Research A fleet split that reflects maturity and ramp risk is: Abu Dhabi: [---] vehicles (50%) Dubai: [---] vehicles (30%) Riyadh: [---] vehicles (20%) Adjusting for ramp effects a 1200-vehicle AV fleet -at the start of 2027-generates roughly $115M in annualized AV revenue"
X Link 2026-02-07T12:27Z [---] followers, [--] engagements

"@CWB_Research My assumptions [--]. Abu Dhabi near mature economics [--]. Dubai closes the gap (85% of Abu Dhabi per-vehicle economics). [--]. Riyadh : 2nd-half story. Real value but most of it belongs in late-2027-2028 (70%)"
X Link 2026-02-07T12:45Z [---] followers, [--] engagements

"@CWB_Research With [----] AVs deployed at the start of [----] the operational and regulatory setup implies continued expansion through the year. Net ME [----] adds: +1000 Using an avg deployed fleet of [----] AVs in [----] and time-weighted ramp assumptions by city full-year gross rev $170M"
X Link 2026-02-07T13:28Z [---] followers, [--] engagements

"@CWB_Research Price logic Still 73% below Teslas $1188/year retail FSD price (D2C pricing) Assumes WeRide captures 2527% of end-user value Fully consistent with OEM-embedded wholesale economics. Leaves room for OEM margin and bundling"
X Link 2026-02-07T16:52Z [---] followers, [--] engagements

"@CWB_Research A single mid-sized OEM program typically implies: - 100k300k vehicles per year - Once SOP is reached volumes ramp fast You do not need many OEMs to reach [--] million units. ADAS volumes can dwarf robotaxi volumes quickly"
X Link 2026-02-07T17:05Z [---] followers, [--] engagements

"@kevinsxu @WeRide_ai I agree. WeRide is doing a great job and deserves some shine. Much under the radar of analysts. Theres a reason why industry leaders are partnering up with WeRide (like: Nvidia Uber Grab Bosch Renault-Nissan-Mitsubishi Yutong ZTO Express Chery Alllianz Tencent )"
X Link 2025-08-26T16:19Z [---] followers, [--] engagements

"@grok @BenOdyn @Pearsonpc @OurWorldInData @grab @grok where is it mentioned that Pony has initiated Robotaxi trials in Singapore"
X Link 2025-09-18T10:24Z [---] followers, [--] engagements

"@grok @BenOdyn @Pearsonpc @OurWorldInData @grab @grok Who reported on ComfortDelGro-Pony partnership in Singapore Punggol"
X Link 2025-09-18T11:16Z [---] followers, [--] engagements

"@yangzhe1991 @dokta_l_ Backed by famous investors vs nobody Pony: Toyota. Indeed. WeRide's key backers are pretty known: Yutong ($200M 2021) Alliance Ventures ($100M est.) - Renault Group - Nissan - Mitsubishi Robert Bosch Group ($40M) Nvidia ($25M) Uber ($100M 2025) Grab (2026)"
X Link 2025-09-23T05:54Z [---] followers, [--] engagements

"@yangzhe1991 @dokta_l_ Do outside investors have full clarity on what proportion of profits or assets from JV operations are actually attributable to shareholders China Sinotrans JV SANY Heavy Truck JV GAC Toyota JV Foreign NEOM JV ComfortDelGro JV PonyLink Co. Ltd. JV http://Pony.ai http://Pony.ai"
X Link 2025-09-23T07:09Z [---] followers, [--] engagements

"RT @berlin_bridge: Mind blowing corruption with dangerous implications if Trump would sell out US security for $500M how much do you th"
X Link 2026-02-02T13:38Z [---] followers, [---] engagements

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