Converging AI and Human Roles

Organisation · Transport & Field

Pony.ai

Pony.ai is a robotaxi operator and driving-system maker. In its interim results for the first half of 2026, it said that its robotaxi fleet had expanded to 1,975 vehicles as of June 30, 2026, that robotaxi services revenue for the half was USD20.6 million, up 534.0% year on year, and that the number of registered users of its PonyPilot app in China exceeded 1.5 million as of August 16, 2026.1 At its first-quarter results in May 2026 it had reported a fleet of more than 1,700 units and raised its year-end fleet target from 3,000 to over 3,500, with a target of over 20 cities worldwide by year-end.2

The company says it was the first to commence fully driverless, public-facing, fare-charging robotaxi operations in designated areas of all four tier-one Chinese cities (Beijing, Shanghai, Guangzhou and Shenzhen); the statement gives no per-city start dates, and it adds that its Guangzhou service now spans four city districts and Shenzhen runs 24/7 fully driverless.1 Outside China, its evidence is earlier-stage: in Doha it has run a fare-charging commercial pilot with Mowasalat (Karwa) since December 2025, with trained safety operators aboard;3 in Zagreb it offers rides with a licensed operator behind the wheel through Uber and Verne, and began fully driverless test rides for invited passengers on a 22-kilometer airport route in September 2026;45 in Dubai it has begun driverless trials and expects to launch fare-charging service later in 2026;6 and in Luxembourg it is preparing a pilot with Bolt and Stellantis.7 In Seoul, a Korean report says it plans 200 vehicles with FutureLink, starting with 10 for certification.8

Pony.ai appears on MetaRoles for what its services do to the taxi driver’s driving task; see robotaxi services by city and status and robotaxis and the taxi driver’s job. Every figure is Pony.ai’s own statement or a partner’s, not an independent measurement.

Illustration: Pony.ai, the robotaxi operator reporting driverless paid service in four Chinese cities.

Key facts

Robotaxi fleet1,975 vehicles at 2026-06-30; year-end target above 3,500 (Pony.ai-stated)1
Robotaxi services revenue, H1 2026USD20.6 million, up 534.0% year on year (Pony.ai-stated)1
PonyPilot registered users, ChinaOver 1.5 million at 2026-08-16 (Pony.ai-stated)1
City targetOver 20 cities worldwide by end of 2026 (Pony.ai-stated, May 2026)2
Driverless paid serviceDesignated areas of Beijing, Shanghai, Guangzhou and Shenzhen (Pony.ai-stated, no per-city dates)1

Appears in

Sources

  1. Pony.ai, Interim results (Form 6-K, Exhibit 99.2), August 18, 2026.
  2. Pony.ai, First quarter 2026 results (Form 6-K, Exhibit 99.1), May 26, 2026.
  3. Pony.ai, Pony.ai highlights progress of Doha robotaxi commercial operations at AEMob Forum, September 9, 2026.
  4. Pony.ai, Riders in Zagreb become the first in Europe to book an AV through Uber, August 20, 2026.
  5. Pony.ai, Pony.ai and Verne kick off fully driverless robotaxi test rides in Zagreb, September 10, 2026.
  6. Pony.ai, Pony.ai advances dual-engine strategy with Dubai driverless robotaxi deployment, April 20, 2026.
  7. Pony.ai, Bolt, Pony.ai and Stellantis to launch autonomous mobility testing program in Luxembourg, June 9, 2026.
  8. Korea Times, Pony.ai to bring 200 Level 4 robotaxis to Korea by 2028, August 30, 2026 (secondary).