ONeilBox's profile picture. Cars, AV & transportation, Motorcycles, or Jazz music? Then we have grounds for coffee 🇮🇪  ||

O'Neil

@ONeilBox

Cars, AV & transportation, Motorcycles, or Jazz music? Then we have grounds for coffee 🇮🇪 ||

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𝗜𝘀 𝘁𝗵𝗲 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 '𝗷𝘂𝘀𝘁 𝗮 𝘀𝘄𝗶𝘁𝗰𝗵 𝗳𝗹𝗶𝗽 𝗮𝘄𝗮𝘆'? Aɴ Oᴘɪɴɪᴏɴ & Tʜᴇsɪs-ᴅʀɪᴠᴇɴ Cᴏᴍᴍᴇɴᴛᴀʀʏ ᴏɴ Sᴛʀᴜᴄᴛᴜʀᴀʟ Bᴀʀʀɪᴇʀs ᴛᴏ Aᴜᴛᴏɴᴏᴍᴏᴜs Fʟᴇᴇᴛ Sᴄᴀʟᴇ $TSLA $GOOGL $UBER open.substack.com/pub/oneilbox/p…

ONeilBox's tweet image. 𝗜𝘀 𝘁𝗵𝗲 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 '𝗷𝘂𝘀𝘁 𝗮 𝘀𝘄𝗶𝘁𝗰𝗵 𝗳𝗹𝗶𝗽 𝗮𝘄𝗮𝘆'?
Aɴ Oᴘɪɴɪᴏɴ & Tʜᴇsɪs-ᴅʀɪᴠᴇɴ Cᴏᴍᴍᴇɴᴛᴀʀʏ ᴏɴ Sᴛʀᴜᴄᴛᴜʀᴀʟ Bᴀʀʀɪᴇʀs ᴛᴏ Aᴜᴛᴏɴᴏᴍᴏᴜs Fʟᴇᴇᴛ Sᴄᴀʟᴇ
$TSLA $GOOGL $UBER 
open.substack.com/pub/oneilbox/p…

O'Neil reposted

An early peek at our brilliant team working on the Universal Electric Vehicle project - one of the most audacious and important projects in @Ford's history. American innovation is how we compete and win against China and the rest of the world. ➡️ The team is spending countless…

jimfarley98's tweet image. An early peek at our brilliant team working on the Universal Electric Vehicle project - one of the most audacious and important projects in @Ford's history. American innovation is how we compete and win against China and the rest of the world.

➡️ The team is spending countless…
jimfarley98's tweet image. An early peek at our brilliant team working on the Universal Electric Vehicle project - one of the most audacious and important projects in @Ford's history. American innovation is how we compete and win against China and the rest of the world.

➡️ The team is spending countless…
jimfarley98's tweet image. An early peek at our brilliant team working on the Universal Electric Vehicle project - one of the most audacious and important projects in @Ford's history. American innovation is how we compete and win against China and the rest of the world.

➡️ The team is spending countless…
jimfarley98's tweet image. An early peek at our brilliant team working on the Universal Electric Vehicle project - one of the most audacious and important projects in @Ford's history. American innovation is how we compete and win against China and the rest of the world.

➡️ The team is spending countless…

O'Neil reposted

French authorities detained four people accused of spying for China in tech espionage allegedly targeting Elon Musk’s satellite Internet provider Starlink bloomberg.com/news/articles/…


O'Neil reposted

100%. Cars are now in the cross hairs. “When China targets an industry, it competes collectively, at scale, and on timelines most competitors struggle to match. Profit maximization at the individual firm level is often secondary to long-term sector positioning.”

Great post and largely right, with one important elaboration. When China targets an industry, it competes collectively, at scale, and on timelines most competitors struggle to match. Profit maximization at the individual firm level is often secondary to long-term sector…



O'Neil reposted

The age of autonomous mobility at scale is here. Waymo has raised $16B to bring the world’s most trusted driver to more cities. ✅ $126B valuation ✅ 20M+ lifetime rides ✅ 90% reduction in serious injury crashes Read more from our co-CEOs: waymo.com/blog/2026/02/w…


O'Neil reposted

Happening this week: NADA in Las Vegas. 25,000+ dealers and financiers and regulators converge on the city in the desert. If you're in town, welcome to join my talk on Tuesday afternoon at 2:30pm The Great China Car Tsunami

dunne_insights's tweet image. Happening this week: NADA in Las Vegas. 

25,000+ dealers and financiers and regulators converge on the city in the desert. 

If you're in town, welcome to join my talk on Tuesday afternoon at 2:30pm 

The Great China Car Tsunami

O'Neil reposted

Waymo, Alphabet Inc.’s autonomous driving unit, is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion, according to people familiar with the matter. bloomberg.com/news/articles/…


O'Neil reposted

Volvo and Aurora are making history! For the first time ever, L4 self-driving hardware is being integrated with Volvo semi-trucks on the assembly line at Volvo's world class manufacturing plant in Virginia. Get an inside look at what's going on in New River Valley right now:…

aurora_inno's tweet image. Volvo and Aurora are making history! For the first time ever, L4 self-driving hardware is being integrated with Volvo semi-trucks on the assembly line at Volvo's world class manufacturing plant in Virginia. Get an inside look at what's going on in New River Valley right now:…

x.com/i/grok/share/6… $TLSA Understand risk versus reward in an investment

ONeilBox's tweet image. x.com/i/grok/share/6… $TLSA Understand risk versus reward in an investment

If @Tesla has 500 robotaxis and doubles the fleet every month, it could surpass Waymo's fleet in 3-4 months. Last we saw Waymo had 3K cars total.



O'Neil reposted

The most affordable versions of our electric Capri and Explorer EVs in Europe are getting an important update. The standard range Explorer and Capri now deliver over 440 km of range with a new LFP battery – that's up to 70 km more – plus 10% more power & torque. Better product,…

jimfarley98's tweet image. The most affordable versions of our electric Capri and Explorer EVs in Europe are getting an important update. The standard range Explorer and Capri now deliver over 440 km of range with a new LFP battery – that's up to 70 km more – plus 10% more power & torque. Better product,…
jimfarley98's tweet image. The most affordable versions of our electric Capri and Explorer EVs in Europe are getting an important update. The standard range Explorer and Capri now deliver over 440 km of range with a new LFP battery – that's up to 70 km more – plus 10% more power & torque. Better product,…
jimfarley98's tweet image. The most affordable versions of our electric Capri and Explorer EVs in Europe are getting an important update. The standard range Explorer and Capri now deliver over 440 km of range with a new LFP battery – that's up to 70 km more – plus 10% more power & torque. Better product,…

O'Neil reposted

Robot Trucker Waabi Wades Into Robotaxi Battle With Billion Dollar Raise go.forbes.com/uYQ9hT

Forbes's tweet image. Robot Trucker Waabi Wades Into Robotaxi Battle With Billion Dollar Raise
go.forbes.com/uYQ9hT

O'Neil reposted

Excited to share the launch of AV Labs at @Uber, a new technical team focused on accelerating the autonomy ecosystem. With advances in AI and end-to-end modeling, autonomy is now a real-world data and learning problem. Uber’s global scale provides a powerful foundation for this…


O'Neil reposted

Automation bias occurs when humans over-rely on automated systems and, worse, favor their suggestions while ignoring correct contradictory information. This may be the biggest risk of human-machine collaboration at work, says RAND's Nelson Lim. bit.ly/4nWGQK4


O'Neil reposted

At any time did Elon Musk and/or any member of his DOGE team have admin access to kernel-level .gov systems? Curious public interests would like to know.

ONeilBox's tweet image. At any time did Elon Musk and/or any member of his DOGE team have admin access to kernel-level .gov systems? Curious public interests would like to know.
ONeilBox's tweet image. At any time did Elon Musk and/or any member of his DOGE team have admin access to kernel-level .gov systems? Curious public interests would like to know.

O'Neil reposted

Every day, our teams push into new territory as we design the future of mobility. One recent example: sensor staleness. What started as an unsolved challenge became an opportunity for our engineers to advance both autonomous driving and safety. zoox.com/journal/sensor…

zoox's tweet image. Every day, our teams push into new territory as we design the future of mobility. One recent example: sensor staleness. What started as an unsolved challenge became an opportunity for our engineers to advance both autonomous driving and safety. zoox.com/journal/sensor…

O'Neil reposted

The @Ford Maverick Lobo was recently announced as the 2026 North American Truck of the Year! Proud to see a Ford truck win for the 6th year in a row. Here’s the story of how the Maverick Lobo was directly inspired by our customers & their passion for the street trucks culture of…

jimfarley98's tweet image. The @Ford Maverick Lobo was recently announced as the 2026 North American Truck of the Year! Proud to see a Ford truck win for the 6th year in a row. Here’s the story of how the Maverick Lobo was directly inspired by our customers & their passion for the street trucks culture of…

O'Neil reposted

Next stop: Texas! ✈️🤠 The Waymo Driver is beginning employee testing at @DallasLoveField and @satairport. We’re scaling fast to make stress-free travel a reality in more cities this new year 🚀🤖

Waymo's tweet image. Next stop: Texas! ✈️🤠 The Waymo Driver is beginning employee testing at @DallasLoveField and @satairport. We’re scaling fast to make stress-free travel a reality in more cities this new year 🚀🤖

O'Neil reposted

With the U.S. Department of Transportation and Congress aligning on the benefits of autonomous freight, the momentum for smart safety regulation is unmistakable. Read our latest blog to see why we’re optimistic about the road ahead: bit.ly/49PmYmu

aurora_inno's tweet image. With the U.S. Department of Transportation and Congress aligning on the benefits of autonomous freight, the momentum for smart safety regulation is unmistakable. Read our latest blog to see why we’re optimistic about the road ahead: bit.ly/49PmYmu

O'Neil reposted

Watch the Aurora Driver detect a vehicle merging from the frontage road and switch lanes early to give them a clear path. Predictive technology at work. ✨ 🚛


O'Neil reposted

Cleaner mobility is built through better fleet operations. By improving flow, utilization, and electric efficiency, Robotaxi helps cities reduce wasted energy and unnecessary miles—while keeping rides smooth and reliable. #PonyAI #Robotaxi #Sustainability

PonyAI_tech's tweet image. Cleaner mobility is built through better fleet operations.
By improving flow, utilization, and electric efficiency, Robotaxi helps cities reduce wasted energy and unnecessary miles—while keeping rides smooth and reliable.
#PonyAI #Robotaxi #Sustainability

O'Neil reposted

Chery and BYD in pole position for Canada. Canada's Industry Minister Meets Auto Giants BYD, Chery in Beijing | EV eletric-vehicles.com/general/canada…


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