Global Scans · Driverless · Weekly Summary

• [New] The consensus narrative highlights that Uber's substantial capital commitment to autonomous vehicles and changing regulatory environments could strain free cash flow and net margins, especially since AV operations still operate at a loss and timelines for profitability remain uncertain. Webull
• [New] Autonomous vehicles and drones are being tested and implemented by companies such as Amazon, JD.com, and Yandex, offering the potential for faster, more efficient deliveries. Polaris
• [New] Testing begins in 2026 in Guangzhou, signaling a leap forward in autonomous mobility. Tech Startups - Startups and Technology news
• [New] A neuromorphic vision system could reduce autonomous-driving compute energy by ~90% compared to today's stack. Interesting Engineering
• [New] Tesla insiders are preparing for a dramatic new product launch - not driverless cars - that could change everything. MarketBeat.com
• [New] Automotive & Transportation is the fastest-growing vertical, expanding at 25% CAGR, expected to reach USD 12 billion by 2032 as autonomous mobility scales. Cision PR Newswire
• [New] Autonomous systems capable of complex multi-step workflows without human intervention are expected to become commercially viable by 2027-2028, representing a significant leap from current supervised AI applications. Articsledge
• [New] McKinsey predicts the rise of autonomous systems moving from pilot projects to practical applications, particularly in logistics, manufacturing, and navigation. Articsledge
• [New] China, with its significant investments in artificial intelligence and technology infrastructure, could become the first nation to fully integrate autonomous vehicles into its transportation framework. Tesla Mag
• [New] By application, the autonomous driving segment is predicted to grow at a CAGR of 27.8% between 2025 and 2034. Precedence Research
• [New] Stellantis will design, develop and produce autonomous vehicles based on its Light Commercial Vehicle and STLA Small AV-Ready platforms, integrating Nvidia DRIVE AV software to enable Level 4 driverless capabilities. Robotics & Automation News
• [New] Uber plans to deploy Stellantis autonomous vehicles in select cities worldwide, starting with 5,000 units, with initial operations beginning in the United States. Robotics & Automation News
• [New] Uber chose San Francisco to launch a premium robotaxi using Lucid Motors' Gravity electric vehicles, equipped with autonomous technology from Nuro, planned for 2026 - a move that puts Uber in direct competition with Waymo in some cities. #
• [New] Within six years, Uber plans to deploy 20,000 or more Lucid-based autonomous taxis in multiple locations. The Northern Virginia Daily
• Waymo plans to launch its autonomous taxi service, Waymo One, in Washington, D.C., by 2026. Robinson Nature Center
• Uber is already piloting autonomous rides in places like Saudi Arabia and plans to launch driverless service in the San Francisco Bay Area using electric SUVs adapted for autonomy. RoboticsNewsAI
• A popular robotaxi company plans to launch its first fully autonomous fleet in Arizona by the end of 2025. Driverless Commute
• Waymo plans to increase its weekly autonomous rides from the hundreds of thousands to one million by the end of 2026. Observer
• At an event in New York City, GM said it plans to bring eyes-off autonomous driving to its current Super Cruise hands-free assisted-driving software, which GM said offers enhanced convenience and safety. Yahoo Finance
• Tesla envisions deploying fleets of autonomous robotaxis by the end of 2025 to transform urban landscapes across America. OpenTools
• Waymo last week said it plans to launch its fully driverless ride-hailing service in London in 2026, looking to expand its footprint to major international cities. Insurance Journal
• Baidu has teamed up with Lyft to roll out its Apollo Go autonomous vehicles in Europe, starting in Germany and the UK by 2026, with Lyft operating the platform and Baidu providing vehicles and core technology. ThinkChina - Big Reads, Opinions & Columns on China

Last updated: 09 November 2025