This week’s CES was full of slow but steady advancements to a world of fully autonomous vehicles. I’ve covered this extensively with autonomy playing a major role in my thesis around $Lyft, Inc.(LYFT)$$Uber(UBER)$ Mobileye, and to a lesser extent $Alphabet(GOOG)$$Alphabet(GOOGL)$ (Waymo).Today, I want to explain why Mobileye is a company you should watch as a major player in autonomy. It doesn’t make vehicles itself, but it makes the hardware and software that enables autonomy and with those systems could grow from a company with $1.8 billion in revenue today to an order of magnitude more than that by the end of the d
China's NEV market is still set to grow by an impressive 20% in 2025
China's NEV market is still set to grow by an impressive 20% in 2025, possibly achieving 60% to 65% penetration in the auto market.That growth will start to slow in 2026 as the industry matures. I expect the ratio of NEV-to-ICE to plateau at around 80/20 by 2028/29.But given the still relatively low car ownership rate in China, the overall market can still enjoy 4% to 5% annual growth for the next 10 years. $NIO Inc.(NIO)$$NIO-SW(09866)$$XPeng Inc.(XPEV)$$XPENG-W(09868)$$LI AUTO-W(02015)$$Li Auto(LI)$
$ZEEKR(ZK)$ jointly developed with Google's Waymo is about to be deliveredAt the ongoing CES 2025, Waymo, an autonomous driving company owned by Google, demonstrated the world's first mass production native autonomous vehicle Polar Krypton RT, which was jointly developed with Polar Krypton. This product will begin large-scale delivery in 2025.
ZEEKR Intelligent Technology Holding Limited, an investment holding company, engages in the research and development, production, commercialization, and sale of the electric vehicles and batteries. It offers battery electric passenger vehicles (BEVs) and SUVs. The company also produces and sells electric powertrain and battery packs for electric vehicles, such as motors and electric control systems; and provides automotive related research and development services. It operates in China, Europe, and internationally.
2024-11-21
Beneficial Ownership Change
Form SC 13D - General Statement of Acquisition of Beneficial Ownership