TransportationRobotics & Physical AIDigital Twins & Simulation
Pony.ai Realizes Gen-7 Robotaxi City-wide Unit Economics Breakeven
Pony AI Inc.
Pony.ai's Gen-7 Robotaxi reached city-wide unit-economics breakeven in Guangzhou in November 2025, with daily average orders per vehicle reaching 23, following official launch of fully driverless commercial Robotaxi operations in Guangzhou, Shenzhen and Beijing. The company operated 961 Robotaxi fleet vehicles (667 Gen-7 units) as of November 23, 2025, targeting 3,000+ vehicles by end of 2026, and reported an additional 20% reduction in Gen-7 autonomous driving kit bill-of-materials costs for 2026 production versus the 2025 baseline. Robotaxi services revenue grew 89.5% year-over-year in Q3 2025, with fare-charging revenue up over 200%.
