Front page @wayve_ai @FT! 🎉 [Translated from EN to English]
→ View original post on X — @ryan_browne_, 2026-02-26 13:14 UTC

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Front page @wayve_ai @FT! 🎉 [Translated from EN to English]
→ View original post on X — @ryan_browne_, 2026-02-26 13:14 UTC

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The Axelera AI logo across the NYSE trading floor. A better visualization of where things stand does not exist! But there's more in this week's announcement than the epic $250 million in funding. Over the life of a model, inference costs 15x more than training, and inference
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There are three business models emerging in autonomy:
— Ryan Browne (@Ryan_Browne_) 26 février 2026
– Sell cars
– Operate a robotaxi service
– License AI to automakers and fleets
Only one option can truly scale – that's why Wayve's chosen the third 🚀
Thanks @TomMackenzieTV for having our CEO @alexgkendall on @business https://t.co/qDddPlbgnh
There are three business models emerging in autonomy: – Sell cars – Operate a robotaxi service – License AI to automakers and fleets Only one option can truly scale – that's why Wayve's chosen the third 🚀 Thanks @TomMackenzieTV for having our CEO @alexgkendall on @business Wayve (@wayve_ai) “It’s clear autonomy is now coming to market in a massive way.” Wayve CEO @alexgkendall joined @business this morning to discuss our $1.5B fundraising announcement. It's clear validation of Wayve as a global player in the AV industry, with backing by global automakers @NissanMotor, @MercedesBenzAG and @Stellantis. — https://nitter.net/wayve_ai/status/2026634784491925892#m
→ View original post on X — @ryan_browne_, 2026-02-26 07:46 UTC
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Awesome to see the UK establishing a leadership role in developing AI talent – we @Uber are super excited about partnering with @wayve_ai as they build Embodied AI than can truly scale globally. https://t.co/Woa24CT3kW
— dara khosrowshahi (@dkhos) 25 février 2026
Awesome to see the UK establishing a leadership role in developing AI talent – we @Uber are super excited about partnering with @wayve_ai as they build Embodied AI than can truly scale globally. Alex Kendall (@alexgkendall) Another major milestone in @wayve_ai's history. Proud to say we’ve secured $1.5 billion Series D investment at $8.6 billion valuation. We started a decade ago with a contrarian technical thesis: that self-driving is an AI problem, and Embodied AI will enable autonomy to scale without rules, HD-maps and using mass-produced hardware. Now we're entering commercialisation, we're taking a contrarian commercial strategy too, selecting the business model with the largest opportunity to scale. We're not selling our own cars, which limits scale to one brand. We're not operating our own fleets, which limits autonomy to city-by-city expansion. We're licensing autonomy to any vehicle, anywhere. This new business model is only possible now because we've built a general purpose AI driver, which is flexible to work with any vehicle architecture and proven to drive all around the world. This unlocks a high margin software licensing model, which we're now excited to be deploying with global partners with the strength of this new funding round. Thank you to our new and returning financial investors for backing our vision all the way: @EclipseVentures, @balderton, @SoftBank, @OTPPinfo, @BaillieGifford, @BritishBBank, @IcehouseVenture and @Schroders among other global institutional investors. We're deepening our partnerships with @Microsoft and @nvidia to build and deploy Embodied AI at global scale, and with @Uber, who are announcing supervised robotaxi trials in 10 cities around the world, starting with London this year. To top it off, three top-10 global automakers across Europe, Japan and USA are backing and believing in our technology for consumer vehicles and robotaxis: @MercedesBenz, @Nissan and @Stellantis. I’ve always believed that our end-to-end AI approach would lead the way in autonomy. This latest investment and the endorsement that comes with it make me believe that the industry is also now converging on that idea too. What's next? We have a busy next few years of commercial delivery: supervised robotaxi trials around the world in 2026 and consumer vehicle sales from 2027. Thank you to the incredible Wayve team for making this all possible. Check out all details here: wayve.ai/press/series-d/ — https://nitter.net/alexgkendall/status/2026447299711578450#m
→ View original post on X — @ryan_browne_, 2026-02-25 19:10 UTC
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BREAKING 🚨: MiniMax launched MaxClaw, a new, always-on managed agent based on OpenClaw and powered by the MiniMax M2.5.
— 🚨 AI News | TestingCatalog (@testingcatalog) 25 février 2026
Plus one AI chat on my Telegram 👀 https://t.co/oohv9Y3Otq pic.twitter.com/R6DJSWcN3I
BREAKING : MiniMax launched MaxClaw, a new, always-on managed agent based on OpenClaw and powered by the MiniMax M2.5. Plus one AI chat on my Telegram
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Today's been a bit of a buzz! Loved my interview with @TomMackenzieTV on @Bloomberg where we discussed industry endorsement from our $1.5B fundraise, @wayve_ai's contrarian business model for autonomy and our robotaxi and consumer vehicle commercialisation plans. pic.twitter.com/oNCCA1rqMA
— Alex Kendall (@alexgkendall) 25 février 2026
Today's been a bit of a buzz! Loved my interview with @TomMackenzieTV on @Bloomberg where we discussed industry endorsement from our $1.5B fundraise, @wayve_ai's contrarian business model for autonomy and our robotaxi and consumer vehicle commercialisation plans.
→ View original post on X — @ryan_browne_, 2026-02-25 14:57 UTC

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Impressive inference speed from Inception Labs’ diffusion LLMs. Diffusion LLMs are a fascinating alternative to conventional autoregressive LLMs. Well done @StefanoErmon and team! https://t.co/w4w5QZpyp6
— Andrew Ng (@AndrewYNg) 25 février 2026
Impressive inference speed from Inception Labs’ diffusion LLMs. Diffusion LLMs are a fascinating alternative to conventional autoregressive LLMs. Well done @StefanoErmon and team! Stefano Ermon (@StefanoErmon) Mercury 2 is live 🚀🚀 The world’s first reasoning diffusion LLM, delivering 5x faster performance than leading speed-optimized LLMs. Watching the team turn years of research into a real product never gets old, and I’m incredibly proud of what we’ve built. We’re just getting started on what diffusion can do for language. — https://nitter.net/StefanoErmon/status/2026340720064520670#m
→ View original post on X — @andrewyng, 2026-02-25 02:04 UTC
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Wayve has secured $1.5B to deploy our embodied AI platform globally.
— Wayve (@wayve_ai) 25 février 2026
Autonomy should work everywhere, in every condition, across every type of vehicle.
We are building a driving intelligence that learns to drive in places it has never seen before. pic.twitter.com/bEZp5LYwhH
Wayve has secured $1.5B to deploy our embodied AI platform globally. Autonomy should work everywhere, in every condition, across every type of vehicle. We are building a driving intelligence that learns to drive in places it has never seen before.
→ View original post on X — @ryan_browne_, 2026-02-25 00:01 UTC
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Another major milestone in @wayve_ai's history. Proud to say we’ve secured $1.5 billion Series D investment at $8.6 billion valuation.
— Alex Kendall (@alexgkendall) 25 février 2026
We started a decade ago with a contrarian technical thesis: that self-driving is an AI problem, and Embodied AI will enable autonomy to scale… pic.twitter.com/7RRcKpq3ee
Another major milestone in @wayve_ai's history. Proud to say we’ve secured $1.5 billion Series D investment at $8.6 billion valuation. We started a decade ago with a contrarian technical thesis: that self-driving is an AI problem, and Embodied AI will enable autonomy to scale without rules, HD-maps and using mass-produced hardware. Now we're entering commercialisation, we're taking a contrarian commercial strategy too, selecting the business model with the largest opportunity to scale. We're not selling our own cars, which limits scale to one brand. We're not operating our own fleets, which limits autonomy to city-by-city expansion. We're licensing autonomy to any vehicle, anywhere. This new business model is only possible now because we've built a general purpose AI driver, which is flexible to work with any vehicle architecture and proven to drive all around the world. This unlocks a high margin software licensing model, which we're now excited to be deploying with global partners with the strength of this new funding round. Thank you to our new and returning financial investors for backing our vision all the way: @EclipseVentures, @balderton, @SoftBank, @OTPPinfo, @BaillieGifford, @BritishBBank, @IcehouseVenture and @Schroders among other global institutional investors. We're deepening our partnerships with @Microsoft and @nvidia to build and deploy Embodied AI at global scale, and with @Uber, who are announcing supervised robotaxi trials in 10 cities around the world, starting with London this year. To top it off, three top-10 global automakers across Europe, Japan and USA are backing and believing in our technology for consumer vehicles and robotaxis: @MercedesBenz, @Nissan and @Stellantis. I’ve always believed that our end-to-end AI approach would lead the way in autonomy. This latest investment and the endorsement that comes with it make me believe that the industry is also now converging on that idea too. What's next? We have a busy next few years of commercial delivery: supervised robotaxi trials around the world in 2026 and consumer vehicle sales from 2027. Thank you to the incredible Wayve team for making this all possible. Check out all details here: wayve.ai/press/series-d/
→ View original post on X — @ryan_browne_, 2026-02-25 00:01 UTC
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Perplexity's model is subscription-heavy ($20/mo Pro, enterprise seats $40+), now fully ditching ads to protect AI answer trust—no sponsored slop. Revenue (~$200M ARR) comes from users/companies who pay for accuracy, citations, and pro features like Deep Research. Aligns