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HOME/THEMES/AUTONOMOUS VEHICLE PHYSICAL AI
// THEME

Autonomous Vehicle Physical AI

Companies building end-to-end AI-native stacks that treat autonomous vehicles as embodied physical-AI systems — learning from real-world sensor data and simulation rather than relying on hand-coded rules.

COMPANIES 10VELOCITY ▲ RISINGCAPITAL 28D $0.0M · 1 DEAL
TOP INVESTORS: a16z (marc andreesen) (1) · arjun sethi (1) · elad gil (1) · floodgate (mike maples) (1) · john doer (1)

CAPITAL FIGURES ARE MEDIA-EXTRACTED ESTIMATES, NOT VERIFIED FILINGS.

Mention momentum
MENTIONS / WEEK · PEAK 21

EXTRACTED FROM 25+ PODCASTS & VC NEWSLETTERS · MEDIA-REPORTED FIGURES, NOT VERIFIED FILINGS

// COMPANIES
10 COMPANIES
01
Pony.ai
pony.ai
GROWTH · KUNLUN WANWEI · JUN 10
6 SIGNALS · LAST SEEN JUN 15, 2026
02
Applied Intuition
SERIES A · LUX CAPITAL + A16Z (MARC ANDREESEN) · MAY 31
2 SIGNALS · LAST SEEN JUN 2, 2026
03
Tesla
tesla.com
30 SIGNALS · LAST SEEN JUN 13, 2026
04
WeRide
weride.ai
2 SIGNALS · LAST SEEN JUN 11, 2026
05
Waymo
waymo.com
16 SIGNALS · LAST SEEN JUN 11, 2026
06
Einride
einride.tech
3 SIGNALS · LAST SEEN JUN 11, 2026
07
Momenta
momenta.ai
1 SIGNAL · LAST SEEN JUN 10, 2026
08
Wayve
wayve.ai
4 SIGNALS · LAST SEEN JUN 3, 2026
09
Nuro
nuro.ai
0 SIGNALS · LAST SEEN JUN 3, 2026
10
XPeng
xpeng.com
9 SIGNALS · LAST SEEN MAY 28, 2026
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