Enthusiasts have long claimed driverless cars (https://www.reuters.com/breakingviews/robotaxis-go-hype-maybe-possibly-profit-2025-06-04/) are around the corner. As they hit the streets from the West Coast to Wuhan, the business model (https://www.breakingviews.com/considered-view/hong-kong-is-solid-plan-b-for-robotaxi-operator/) is taking shape too. In this episode of The Big View podcast, James Peng, CEO of $6 bln industry (https://www.breakingviews.com/features/chinas-automakers-will-lead-a-race-to-the-bottom/) pioneer Pony AI, explains what’s changed.
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