Autonomous Vehicles
Autonomous vehicles promise to eliminate the 1.35 million road deaths that occur every year, transform logistics, and reshape cities. The technology is maturing: robotaxis are now operating commercially in San Francisco and Phoenix. The race is between dedicated AV companies, traditional automakers, and tech giants — and the winner takes a market worth trillions.
Has the largest fleet of vehicles collecting real-world driving data — over 6 million cars globally. Full Self-Driving is its most ambitious software product, now offered as a subscription. Robotaxi launch is planned to expand Tesla's business model beyond vehicle sales into mobility-as-a-service.
Waymo — Alphabet's AV subsidiary — operates the most advanced commercial robotaxi service in the world, with fully driverless rides in San Francisco and Phoenix. Has driven more autonomous miles than any competitor. Waymo's valuation is estimated at over $45 billion independently.
Intel spinoff that supplies vision-based driver assistance systems to over 800 vehicle models globally. Is now developing SuperVision and Chauffeur — full autonomous drive systems — using its massive deployment base as a training dataset advantage.
Scores 9/10 for Autonomous Vehicles.
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