20 May 2026 | 11:12AM HKT Equity Research Pony AI Inc. (PONY): Asia Communacopia + Technology — Key Takeaways: 3,000 robotaxis by 2026; declining costs enable break-even We hosted Pony AI during our Asia Communacopia + Technology conference (May 18-19) in Hong Kong. Key discussions focused on the fleet expansion plan, business model, and unit economics. Management remain unchanged on their target fleet size goal of 3,000 units in 2026 and expect to expand to 20 cities globally. The company has achieved unit ...