A profile of Applied Intuition, which makes self-driving simulation software and booked ~$800M in 2025 revenue at 80%+ gross margins, as it expands beyond cars
Applied Intuition CEO Qasar Younis (left) and CTO Peter Ludwig believe human-driven cars will soon seem dated.
Tesla's robotaxi service in Austin significantly trails Waymo, deploying an estimated 30 cars with safety drivers, vs. Waymo's 200 cars without human monitors
Shares of Tesla have hit new highs on optimism about the company's self-driving taxis. But experts say Tesla is far behind Waymo, which has a big head start.
VW plans to end vehicle production at its Dresden plant, which opened in 2001, and convert it into a research hub focused on AI, robotics, and chip design
The auto giant stopped making cars at the plant in Dresden, which opened in 2001, as it faces weaker demand and steep U.S. tariffs. Forums: r/neoliberal Forums: r/neoliberal : Volkswagen to End Produc...
A look at Xiaomi's evolution from a tech assembler to a high-tech manufacturer, as it applies its smartphone manufacturing strategy to developing EVs and chips
Formerly dismissed as a ‘Lego’ assembler, Xiaomi is building its reputation as a high-tech manufacturer Bluesky: @jsphctrl.ft.com Bluesky: Joseph Cotterill / @jsphctrl.ft.com : “Xiaomi's loyal fans, s...
China's vision for its autonomous vehicle industry, backed by state support and infrastructure investment, is driving its lead in ADAS and robotaxi deployment
but who are they? Julie Halpert / Wall Street Journal : Do You Suffer From Motion Sickness in a Car? Help May Be on the Way Mario Herger / The Last Driver License Holder : Next Phase: From Robotaxi to...
A look at China's efforts to grow its “low-altitude economy”, or the airspace below 1,000 meters, by leveraging its domination in drone production and drone R&D
www.ft.com/content/65e4... [image] Sense Hofstede / @sensehofstede.nl : China made millions of drones. Now it has to find uses for them - FT: ‘The Civil Aviation Administration of China expects the ...
As Beijing pushes for self-sufficiency in the $80B+ per year car chip business, sources say the use of homemade chips in Chinese cars has risen to around 15%
Wall Street Journal :
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
Q&A with Arm CEO Rene Haas on AI transforming the world much faster than the internet, Arm's global operations and China's role, geopolitics, and more
Rene Haas, the chief executive officer of Arm Holdings, says AI's impact will be ‘quite, quite dramatic’ and there's no holding back smart cars. LinkedIn: Anna Edwards LinkedIn: Anna Edwards : AI will...
Waymo: its cars in Phoenix and SF had 48% fewer crashes/mile than humans and 73% fewer injury-causing ones; humans rear-ended Waymos in 16 of the 23 worst ones
Timothy B Lee / Understanding AI :