TSLA, AUR, BETA, LCID, VFS; eVTOLs at Farnborough Air Show Investor Invite. Sheppard's Mobility Update - Cantor's Take

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TSLA, AUR, BETA, LCID, VFS; eVTOLs at Farnborough Air Show Investor Invite. Sheppard's Mobility Update - Cantor's Take

June 8, 2026

passenger experience. Ojai is equipped with Waymo's 6th-generation

driver system, built to handle more demanding conditions, including

snowier environments. Rollouts to additional cities are expected to follow

in the coming months. To date, the Waymo Driver has completed >20M

fully autonomous trips across >11 cities according to the company.

OpenAI Expanding Physical Robotics Focus. OpenAI (private) Sam Altman's

recent post on X signaled a strategic push into physical robotics, revealing

that the company is actively hiring to support its robotics business, OpenAI

Robotics. Altman outlined a phased approach, as the company will initially

focus on robots in industrial settings before expanding to consumer &

households.

SoftBank (9984, OW) Group Commits €75B to France AI. On 5/31, SoftBank

announced plans to invest up to €75B in France to develop and operate 5

GW of AI data center capacity. As part of the initial phase, the company

plans to provide 3.1 GW of capacity by 2031 across Dunkirk, Bosquel, and

Bouchain, in collaboration with its subsidiary SB Energy and other partners.

VinFast (VFS, OW) Reporting 1Q Today Before Market Open. VFS recently

announced it is developing its L4 autonomous driving program for

Southeast Asia, in partnership with Autobrains (private) and NVIDIA (NVDA,

OW), aimed at making the technology more accessible at a lower cost.

VFS will use NVIDIA DRIVE Hyperion 10 as its in-car computing platform.

We are encouraged by management's plans to expand into robotaxis and

humanoids over the next few years. Separately, VFS recently announced

its plan to restructure its business into a more "capital efficient, asset-