Kakao Mobility has formalised its shift into a physical AI company and is accelerating efforts to advance autonomous driving technology. The company held an all-hands meeting for employees at its Pangyo headquarters on April 30, where Vice President Jin-gyu Kim (김진규), head of the physical AI division, shared its autonomous driving strategy and technology direction. Kakao Mobility said it will strengthen an end-to-end model and build a large-scale data pipeline, while expanding partnerships with companies and academia.

Socar is rapidly expanding its subscription business by offering Tesla Model X and Model S vehicles equipped with supervised Full Self-Driving (FSD). The two models drew about 2,000 pre-bookings within 10 days despite prices of 1.49 million won a week and 3.99 million won a month. The service targets demand in the 1 to 3-week gap between short-term car sharing and monthly long-term rentals, using an auto-renewal structure and positioning FSD vehicles as a top-of-funnel offering.