Jerry He

I'm making Robotaxi Tracker the most streamlined way to stay on top of what's happening with AVs. Recent map features: - CCTV feed in Austin to track Waymos - Austin/Bay area live/historical wait time data now including Waymo - See and filter upcoming AV deployments across the world from Waymo and Tesla

Till the next @robotaxi ride!

Clean and driverless-oriented UI Generous waiting time for pick-up (7min) Best part is the #robotaxi services profile is in sync with one’s Tesla profile (including music and media log-ins etc.)

Summoned my first @Tesla @robotaxi in Bay Area — particularly enjoyed the UI and “Find Pickup” function utilizing @Apple’s Ultra Wideband chip for precision finding of direction and distance (very important human-machine interaction for the PuDo with driverless fleet)

Really cool UI! Wait time is still a bit long but according to @ethanmckanna’s Robotaxi Tracker, @Tesla has now registered 1,655 vehicles for the Bay Area fleet and 152 active vehicles (currently human supervised)

NVIDIA Alpamayo is the first open ecosystem for developing reasoning vision-language-action (VLA) models for autonomous vehicles. Alpamayo 1, AlpaSim, and Physical AI Open Datasets help AVs perceive, reason, and act with human-like judgment, paving the way for level 4 autonomy.

At #CoMotionGLOBAL25, mayors, founders, and innovators came together at a pivotal moment for the future of cities 🌍🚆🚗 Highlights included the debut of the Mayors in Motion initiative (driven by @MauricioRodasEC), the @MIT x @kearney AI mobility report, landmark MOUs advancing autonomous ride-hailing and electric air taxis, and a private tour of the Riyadh Metro, the world’s longest driverless system, with @RCRCSA. Keynotes from H.E. @Fahd_Al_Rasheed (@scega_sa) & H.E. Dr. Rumaih Al-Rumaih (@SaudiTransport) outlined Saudi Arabia’s ambition to become a global hub for next-generation mobility, built on sustainability, innovation, and international collaboration. 🇸🇦 Powered by Vision 2030, Riyadh is rapidly emerging as a global center for the future of transportation. 🔗 Read our full recap here: businesswire.com/news/home/2025… #CoMotionGLOBAL #MayorsInMotion #UrbanMobility #FutureOfCities

Momentum is building for #CoMotionGLOBAL25 — and Saudi Arabia’s leadership in #mobility is front and center. The Ministry of Transport and Logistic Services (@SaudiTransport), the Transport General Authority (@Saudi_TGA), and the Royal Commission for Riyadh City | الهيئة الملكية لمدينة الرياض (@RCRCSA) join as strategic partners, advancing the Kingdom’s Vision 2030 mission to become a #globallogistics hub powered by innovation and #smartinfrastructure. We’re honored to welcome H.E. Dr. Rumaih AL-Rumaih, Vice Minister of MOTL and Acting President of TGA, to the keynote stage in #Riyadh this December: comotionglobal.com/news/h-e-dr-ru… ⚡ Limited free passes for industry and senior public officials. Register now → #ticket" target="_blank" rel="nofollow noopener">comotionglobal.com/comotionglobal… Hosted by The Saudi Conventions & Exhibitions General Authority (@scega_sa).

wtf

Innovation in #mobility is happening everywhere — from Shenzhen to Stuttgart, Silicon Valley to Riyadh. At #CoMotionGLOBAL25, we are creating the rare space where these worlds converge. Riyadh, at the crossroads of global influence, offers the ideal setting for innovators, policymakers, and industry leaders to come together. ✨ East meets West. Policy meets technology. The #futureofmobility takes shape. Register today → #ticket" target="_blank" rel="nofollow noopener">comotionglobal.com/comotionglobal… Hosted by The Saudi Conventions & Exhibitions General Authority (@scega_sa). الابتكار في مجال التنقل يحدث في كل مكان- من شينزن إلى شتوتغارت، ومن وادي السيليكون إلى الرياض. في #CoMotionGLOBAL25، نصنع مساحة استثنائية تلتقي فيها هذه العوالم معًا. الرياض بما تمثله من نقطة التقاء للتأثير العالمي، توفر البيئة المثالية لالتقاء المبتكرين وصناع القرار وقادة الصناعة. ✨ الشرق يلتقي بالغرب، والسياسات تلتقي بالتكنولوجيا، لتشكل ملامح #مستقبل_التنقل. سجّل الآن: #ticket" target="_blank" rel="nofollow noopener">comotionglobal.com/comotionglobal… يقام المؤتمر برعاية الهيئة العامة للمعارض والمؤتمرات (@scega_sa).

Mobility’s next chapter begins in Riyadh! From December 7–9, #CoMotionGLOBAL will gather industry leaders, speakers, and innovators from 75+ countries for 50+ sessions that chart the future of cities. Join us for breakthroughs in autonomous vehicles, #aerialmobility, #smartinfrastructure, next-gen batteries, hydrogen, #cybersecurity, and more. Supported by The Saudi Conventions & Exhibitions General Authority (@scega_sa). Riyadh is the crossroads where innovation meets action. Be there as the world’s brightest minds come together to shape tomorrow’s #mobility. 🤝 ➡️ Register by 22 and receive super early bird pricing: comotionglobal.com

Some quick takeaways from IAA Mobility: 1.Software is the new luxury. AITO framed itself as premium through intelligence, not leather. Qualcomm’s Snapdragon Ride platform was positioned like a luxury product. BMW and Mercedes showcased digital cockpits as status symbols. 2.From engines to compute. Combustion was about horsepower. EVs elevated CATL and Gotion as essential global suppliers. Now the software-defined era is spotlighting companies like Horizon Robotics and Momenta, who are shaping how intelligence becomes the new differentiator. 3.Iteration as an advantage. Xpeng demonstrated how quickly Chinese OEMs can cycle through versions. Customers in that market are willing to tolerate experiments, which accelerates progress. The iteration speed here contrasts with more cautious approaches elsewhere. 4.Collaboration and competition. Friends and Frenemies—all present in Munich—show how partnerships and rivalries increasingly overlap. The industry map is shifting constantly. Truly exciting times. 5.Multi-modality on display. Xpeng’s humanoid demo and GAC’s eVTOL concept showed how mobility companies are moving beyond cars. Hyundai’s Supernal reinforced that this shift is being taken seriously on both sides of the globe. 6.The missing giants. Tesla and BYD had no exhibition booths. Both are moving closer to a direct-to-consumer model. Is this the future of automotive and mobility—where the world’s biggest players no longer “show” in order to sell? 7.Not a zero-sum game! CATL, BYD, LG both gain global ground. Nvidia Horizon and Momenta both advance. Bosch remains deeply embedded. The pie keeps expanding. I’ll be sharing deeper takes in the next few days on companies the world is still sleeping on. @IAAmobility #IAAMOBILITY25

Look who’s coming! We're are delighted to announce a whole host of new speakers and partners that will be attending CoMotion LA ‘25 on Nov 12-13, including: @LongBeachMayor, @mattspete, @MCPLynnPeterson, @alanohnsman, @ErnyRomain, @andrewdgh, @JohnEricksonWH, @LauraChace_ITSA, @metrolosangeles, @SCAGnews, @HNTBCorp, @portoflongbeach, @OpenMobilityFnd, @wsp, @zoox, @ICEX_, @ChooseParisReg, @Uber, @SpareLabs, @MottMacDonald, @RedHat, @PayByPhone, @CaltransHQ, @Arup, @vmax_usa, @CaHSRA, @voltera_io. Don’t miss the chance to mix with top companies leading the way in future mobility, network and strike deals with investors, VCs, CEO’s, startups, as well as gain insights from forward-thinking city leaders. Register now: comotionla.com/register Hurry, Super Early Bird sale ends Sep 22.

Starship goes interdimensional during Flight 10. One of the most insane vapor cones I've ever seen.

In this week's CoMotion Deep Dive, I spoke with @JerryHeMoves about the future of robotaxis. He believes by 2030 they'll be 1/4 as expensive as Uber is today. If he's right, that is earth-shattering. It would allow millions of Americans to ditch personal vehicle ownership. 1/

What a chart.

Waymo is teaming up with @BCCcuny, @CityCollegeNY, and @UTRCRegion2 to bring the future of automotive engineering to the classroom! Students at BCC's Automotive Technology Program will soon be equipped with the skills needed to become expert technicians in the AV field.

UTRC partners with @Waymo to develop autonomous vehicle training curriculum at @BCCcuny's Auto Tech Program. Our initiative will prepare the next generation of automotive technicians for the rapidly evolving AV industry. #WorkforceDevelopment #SEMPACT bit.ly/WaymoBCC

🤔🤔🤔

👏 @gbrulte 🚀