---
title: "PONY Pony AI"
canonical: "https://supercyclehq.com/stock/pony-ai"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "PONY"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Pony AI (PONY)

Pony AI develops autonomous driving technology and operates driverless vehicle fleets in China.

## AI Exposure Score

**95/100, Pure Play.** Pony AI's entire business is an AI virtual driver monetized through robotaxi rides and robotruck freight in China. The thesis depends on regulatory approvals, safety records, and fleet economics, with no non-AI revenue to fall back on.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $4.62 |
| Change 1d | -0.43% |
| Change 7d | -8.51% |
| Change 30d | -23.89% |
| Change 1y | -74.86% |
| 52-week high | $18.38 |
| 52-week low | $4.62 |
| Market cap | $2.0B |
| P/E | n/a |
| EPS | $-0.35 |
| Next earnings | 2026-11-18 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Guangzhou, China |
| CEO | Jun Peng |
| Employees | 1,669 |
| Website | https://pony.ai |
| Buildout layers | [Autonomous Vehicles](https://supercyclehq.com/category/autonomous-vehicles) |

## What the company does

Pony AI develops autonomous driving technology and operates driverless vehicle fleets in China. The company earns revenue from robotaxi ride fares, robotruck freight services, and sales of autonomous driving systems and services to automakers and logistics partners. Its technology is a full stack virtual driver that replaces the human behind the wheel.

The core products are its Robotaxi service, hailed through the PonyPilot+ app in cities including Beijing, Shanghai, Guangzhou, and Shenzhen, and its Robotruck business, which runs autonomous freight operations on Chinese highways. Both run on the same Virtual Driver, an AI system combining deep learning models, sensors, and vehicle control software.

Founded in 2016 and headquartered in Guangzhou, Pony AI employs around 1,700 people and trades on the NASDAQ. It is one of a small group of companies licensed to run fully driverless commercial robotaxis in China's largest cities.

## Role in the AI buildout

Pony AI sits at the application end of the Autonomous Vehicles layer, where trained AI models become physical services that move people and goods. It consumes the compute, sensors, and chips built upstream and converts them into ride and freight revenue. As a pure play, its fortunes track the pace of autonomy itself: regulatory approvals, safety records, and cost per mile determine how fast its fleets scale. Success would validate demand for the training and inference infrastructure beneath it.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $15.4M | 0.10% | increased | 2026-06-30 |
| [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $2.2M | 0.01% | trimmed | 2026-06-30 |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $2.1M | 0.03% | trimmed | 2026-06-30 |

## FAQ

### What does Pony AI do?

Pony AI builds autonomous driving technology and operates driverless fleets in China. It runs commercial robotaxi services hailed through the PonyPilot+ app, autonomous freight trucking through its Robotruck unit, and sells its virtual driver technology to automakers and logistics partners.

### How is Pony AI exposed to AI?

Completely. The company's only product is an AI virtual driver, so every dollar of revenue depends on machine learning models driving vehicles safely. Supercycle rates it Pure Play with an AI Exposure Score of 95 out of 100.

### Is PONY a pure play AI stock?

Yes. Pony AI has no business outside AI powered autonomy. Robotaxi rides, robotruck freight, and technology licensing all monetize the same AI driver stack, which places it in Supercycle's Pure Play tier, the highest exposure category.

### Where does Pony AI operate?

The company is headquartered in Guangzhou, China, and runs robotaxi operations in major Chinese cities including Beijing, Shanghai, Guangzhou, and Shenzhen. It is also pursuing expansion beyond China through local partnerships in international markets.

### Who leads Pony AI?

Co-founder Jun Peng, widely known as James Peng, serves as chief executive. He co-founded the company in 2016 with fellow Baidu veteran Tiancheng Lou, who serves as chief technology officer and leads the autonomous driving technology stack.

---

Source: https://supercyclehq.com/stock/pony-ai. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.