Pony AI: Bullish On This Horse Race

  • Pony AI offers a pure-play on autonomous mobility, with strong growth potential driven by partnerships like Uber and a leading position in China. Despite high cash burn and lack of profitability, the upside case appears more compelling than the downside risk at this early stage. Technological advancements, such as the Gen 7 autonomous system and strategic fleet expansion, reinforce Pony Ai's competitive edge and commercial prospects.