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🔎 **Deep Dive: QNX at The Autonomous 2025**
This is a **long, 5-part DD** — but it’s pure gold if you want real clarity on **QNX’s positioning and future**.
Plenty of people talk about BlackBerry on the surface level, but this breakdown takes you **inside The Autonomous 2025**, where QNX was not just present but a **listed partner and on stage** in the most critical panels.
The series covers:
1. How *The Autonomous* evolved from an automotive forum to a true cross-industry platform.
2. QNX’s role on stage, including Grant Courville’s warnings about AI safety and determinism.
3. Expansion into robotics, drones, aerospace, industrial automation, and healthcare — verticals where QNX is already embedded.
4. Regulatory alignment and QNX’s unique certification moat across industries.
5. The investor takeaway: why QNX is moving from “invisible OS” to **gatekeeper of global autonomy**.
It’s long, but if you read it all, you’ll understand why QNX is positioned at the center of autonomy’s future — and why the doors opening now go far beyond cars.
■**Part 1 – The Autonomous: From Automotive Roots to Cross-Industry Platform**
When **TTTech Auto** founded *The Autonomous* in 2019, the mission was simple yet ambitious: build a neutral forum where industry leaders could collaborate on the foundations of **safe autonomous mobility**. At first, the focus was on **ADAS and automated driving** within the automotive sector. But the vision was always larger — the safety, security, and robustness required in cars would eventually be essential in other domains like **robotics, drones, rail, aerospace, agriculture, and industrial automation**.
Fast forward six years: *The Autonomous Main Event 2025* in Vienna showed that this vision is now reality.
* **400+ delegates** from over **230 companies** joined in person and online.
* Discussions went far beyond cars, tackling **off-road mobility, drones, robotics, and industrial use cases**.
* The official launch of **The Autonomous Organization** marked the transition from a project to a **neutral, multi-stakeholder platform** shaping autonomy across industries.
The four founding members — **Infineon, NXP, TTTech Auto, and TTTech Group** — were on stage for the launch. But what makes 2025 different is that **BlackBerry QNX is no longer just a participant: it is a listed partner and an active voice in the most critical debates**.
For us BlackBerry investors,that matters. It means QNX is positioned not only as the invisible safety layer in cars, but as a **recognized standard-setter at the table where the global rulebook for autonomy is being written**.
Perfect — here’s **Part 2**, focusing on QNX’s direct role at *The Autonomous 2025*, with Grant Courville’s panel contribution and the TTTech partnership.
■**Part 2 – QNX on Stage: Confronting AI Safety Risks**
One of the headline debates at *The Autonomous 2025* was whether the industry is moving from **software-defined** to **AI-defined** autonomy. This is where **BlackBerry QNX** took center stage.
**Grant Courville, SVP for Products & Strategy at QNX**, joined the panel and made it clear that the real risk in AI-driven autonomy isn’t just the algorithms — it’s whether the underlying system can **guarantee determinism** in safety-critical scenarios.
He warned:
>*“Interrupt latency, scheduling latency, messaging latency – these are all fundamental to software safety. If my system needs to be deterministic but my processing time is variable, I have a real risk.”*
This statement cuts to the core of why QNX exists: it provides **deterministic, fault-tolerant execution** where AI by itself cannot guarantee safety.
Courville then pointed to the next step in industry collaboration: the **advanced scheduler developed by TTTech Auto, running on QNX SDP 8.0**. This is not theory — it’s a concrete joint solution designed to mitigate AI safety risks by ensuring predictable system behavior even under heavy, mixed-criticality workloads.
**Why This Matters**
* **Direct visibility:** QNX was not a silent partner. Their SVP was positioned in the **most critical panel of the event**, shaping the discussion on AI and safety.
* **Partnership reinforcement:** The QNX–TTTech Auto collaboration was explicitly highlighted as a key tool for making AI-defined autonomy safe.
* **Strategic validation:** This proves that QNX is not just “OS plumbing” — it is part of the *strategic safety architecture* being adopted by OEMs and regulators.
This is a powerful signal: **QNX is actively influencing the technical and regulatory direction of autonomy, not just reacting to it.**
Here’s Part 3, focused on the expansion of The Autonomous beyond cars — and how this aligns perfectly with QNX’s existing footprint.
Here’s **Part 3**, focused on the expansion of *The Autonomous* beyond cars — and how this aligns perfectly with QNX’s existing footprint.
■**Part 3 – From Automotive to Robotics, Drones, and Industrial Systems**
A defining theme of *The Autonomous 2025* was that **safety and robustness are not just automotive challenges**. Autonomy is horizontal: the same foundations are required whether it’s a Level 4 highway pilot, a surgical robot, an autonomous drone, or an industrial AMR.
This year marked the **official expansion of The Autonomous into robotics, drones, agriculture, rail, and aerospace**. The launch of **The Autonomous Organization** formalized this shift: a neutral, multi-stakeholder platform shaping safe, secure, and robust autonomy *across industries*.
For **BlackBerry QNX**, this is not a new step — it’s validation of what they are already doing.
* QNX powers **255M+ vehicles** across 45+ OEMs.
* But it also runs in **surgical robots, infusion pumps, medical imaging devices** (IEC 62304 compliance).
* In **agriculture**, QNX underpins autonomous tractors and harvesting systems.
* In **rail**, QNX is the safety-certified foundation for CBTC and next-gen train automation.
* In **aerospace**, QNX has moved into space systems (NASA cFS, Blue Origin Lunar Permanence) and avionics.
The message from Vienna: scaling robotics requires the same foundations as scaling autonomous vehicles. And QNX already sits at that foundation layer — across all these domains.
**Why This Matters**
* **Cross-industry validation:** The Autonomous is moving exactly into the verticals where QNX is already deployed.
* **Ecosystem positioning:** By being a listed partner in The Autonomous, QNX isn’t just a supplier — it is part of the *rule-setting consortium*.
* **Market expansion:** As robotics, drones, and industrial automation scale, QNX’s safety moat and certifications give it a first-mover advantage.
This confirms that QNX’s opportunity is far larger than just cars: it is the **safety backbone of autonomy in every sector where humans and machines intersect**.
Here’s **Part 4**, focused on regulation, safety architectures, and why this is directly aligned with QNX’s certifications and moat.
■**Part 4 – Regulation, Safety Architectures, and QNX’s Certification Moat**
Safety dominated *The Autonomous 2025*. The centerpiece was the release of the **second edition of the Working Group Safety & Architecture Report** — an initiative that the entire industry looks to for guidance.
This report introduced three new system-level architectures and, for the first time, a **framework to measure “sufficient independence” between subsystems**. The idea is simple but crucial: redundancy alone is not enough. If both redundant systems share a hidden dependency, safety collapses.
As Sascha Drenkelforth of TTTech Auto put it:
>*"Redundancy is not enough — independence matters. Our methodology now helps measure it.”*
For **QNX**, this is familiar territory. Their **microkernel architecture** is built on exactly this principle: isolate critical services, ensure independence, and reduce common-mode failures. That’s why QNX can achieve and maintain the highest global safety certifications:
* **ISO 26262 ASIL-D** (automotive functional safety)
* **IEC 61508 SIL3** (industrial systems)
* **IEC 62304 Class C** (medical devices)
* **DO-178C** (aerospace)
And it’s why QNX is trusted by regulators and OEMs alike as the invisible safety layer in more than **255M vehicles**.
**Why This Matters**
* **Regulatory alignment:** The new independence framework echoes what QNX has been delivering for decades. This positions QNX as a *de facto benchmark* in ongoing regulatory discussions.
* **Certification moat:** Safety certifications are slow, expensive, and highly specialized. By already holding them across multiple industries, QNX raises switching costs and cements its stickiness.
* **Investor relevance:** Regulations like **UNECE R155/R156, EU Cyber Resilience Act, IEC 81001-5-1 for healthcare IT** all demand exactly what QNX is designed for: deterministic, certifiable, cyber-resilient software.
In short: *The Autonomous 2025* didn’t just highlight safety as a challenge — it validated that **QNX’s certification moat is directly aligned with the regulatory frameworks now shaping global autonomy**.
■**Part 5 – The Takeaway: QNX as a Gatekeeper of Global Autonomy**
*The Autonomous 2025* made one thing undeniable: the race is no longer just about building self-driving cars. It’s about building **safe, secure, and scalable autonomy across every domain where humans and machines interact**.
And **BlackBerry QNX** is not watching from the sidelines. It is:
* **A listed partner of The Autonomous**, the most influential ecosystem for autonomy.
* **On stage in the headline safety vs AI panel**, represented by SVP Grant Courville.
* **In strategic partnership with TTTech Auto and Vector**, providing the deterministic scheduling and middleware that OEMs need to make AI-defined systems safe.
* **Aligned with regulators and standards bodies**, thanks to its unmatched certification portfolio (ISO 26262 ASIL-D, IEC 61508 SIL3, IEC 62304 Class C, DO-178C).
* **Already proven across industries** — 255M+ vehicles, surgical robots, industrial automation, aerospace, rail, and defense.
The expansion of *The Autonomous* into robotics, drones, agriculture, and industrial systems perfectly mirrors QNX’s own trajectory. What was once a primarily automotive OS has become a **horizontal platform for safety-critical autonomy everywhere**.
**Investor Signal**
For us investors, the implications are powerful:
* **Visibility:** QNX isn’t just another supplier — it’s now shaping the conversation at the top table of global autonomy.
* **Moat:** Its microkernel architecture and certifications create high switching costs and regulatory stickiness.
* **Expansion:** With autonomy scaling beyond cars, QNX’s TAM (total addressable market) is growing rapidly.
* **Partnership leverage:** Being embedded with TTTech Auto, Infineon, NXP, and Vector places QNX inside the decision-making core of the autonomy ecosystem.
**Final Thought**
QNX is evolving from being “the invisible OS” to becoming the **gatekeeper of trust in autonomy**.
At *The Autonomous 2025*, it wasn’t just present — it was recognized as a **strategic pillar** of the future autonomy stack. For BlackBerry, this means new doors are opening: into regulation, into robotics, into aerospace, and into every safety-critical industry where autonomy is taking root.
**QNX is not just keeping pace with autonomy’s evolution — it is defining the safety architecture that makes autonomy possible.**

Could be 🤘— a few sanity checks:
* **Where it lists & who can buy:** Unitree is expected to file for **SSE STAR Market (科创板)**. Not every STAR name is in **HK–Shanghai Stock Connect**, so non-mainland access may be limited unless your broker offers QFII/RQFII or you use ETFs. If they later dual-list in HK, that’s a different story.
* **Valuation comps:** Closest public comps are **UBTECH (09880 HK)** (humanoid/service) and **DOBOT / Yuejiang (02432 HK)** (co-bots). Boston Dynamics/Agility are still private. Watch how Unitree prices vs these.
* **Revenue mix & unit economics:** What % is **quadrupeds (Go/B series)** vs **humanoid (H-series) prototypes** vs services? Gross margin by product line, ASP trends, and how much of revenue is **recurring (software/service)** vs one-off hardware.
* **Backlog & customers:** Real deployments (factory/security/inspection), not just dev kits. Look for **signed POs**, churn, and international exposure.
* **R&D burn & moat:** Actuators, control stacks, and any in-house components = margin leverage. Check **R&D as % of sales** and patent/IP position.
* **Reg/policy risks:** Export controls, safety certifications (ISO/CE), and subsidy reliance.
* **Use of proceeds + lock-ups:** Capex for production lines? Hiring? Working capital? And who’s selling—any big early investors exiting?
If the prospectus shows healthy GM, recurring software attach, and real backlog, it could be a legit banger. If it’s mostly demo hype with thin margins, I’d rather own **picks & shovels** (actuators, sensors, batteries) or cash-flowing OEMs that *use* robots at scale.
Not advice—just how I’ll be grading the S-curve.

ISO: People who have invested thru a bear market.
I’ve been rolling and expiring cash secured puts on Direxion ETFs for about 4 months now. SPXL SOXL DPST- IV has been great for premiums. My strategy is to never assign, just collect prems on markets I evaluate in an up trend. Up $75k since starting (taxes stashed in HYSA).
This has all been done on the heels of a tariff recovery market and rate reductions. I’ve never done this in a bear market.
My question: people who CSP’d during major or minor bear markets, how did rolling down and out work as a strategy? Did you have to do year leaps or could you get away with monthly ATM? I don’t want to get caught in a year long waiting pattern, and I don’t want to get assigned and do CCs.
Just thinking ahead. Thanks.

Almost 20 ETFs from Oct-Dec. ISO change in Nov. Clarity act(if Elizabeth Warren doesn’t keep trying to kill it). As B.Garlinghouse and D.Swartz has said for years, legislation is a key to price action. Between all the NDAs and XRP disappearing from exchanges. Something has to be going on.

ISO 20022