Robotaxi sector integration accelerates? Early Uber investor acquires stakes in WeRide (WRD.US), Pony.ai (PONY.US), and other companies, betting that the industry will see a wave of mergers and acquisitions within two years.

Robotaxi sector integration accelerates? Early Uber investor acquires stakes in WeRide (WRD.US), Pony.ai (PONY.US), and other companies, betting that the industry will see a wave of mergers and acquisitions within two years.

智通财经2026/09/23 09:16

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Zhihu Finance APP has noted that Uber (UBER.US) early investor Jason Calacanis has taken small positions in WeRide (WRD.US), Pony.ai (PONY.US), Lucid Group (LCID.US), and Rivian Automotive (RIVN.US), betting that the race around robotaxi fleets will lead to acquisitions. He expects that all four companies will be acquired within 24 months, and this group of investments as a portfolio will double in less than two years.

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The Seoul Composite Index in South Korea rose 0.49%, paring some of its early morning gains. Brent crude fell 1.2% to around $94 per barrel, facing its longest losing streak in nearly a year. The decline in oil prices has eased market concerns over inflation, which had previously been driven up by yields reaching multi-decade highs, putting pressure on the bond market. Both Australian and New Zealand 10-year government bond yields dropped by at least 3 basis points, while US Treasury futures climbed in tandem.

华尔街见闻•2026/09/23 09:01