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Theme · 24 companies

Autonomous Vehicles

Self-driving is coming. Slowly, then all at once.

4
pure play
9
major beneficiary
11
indirect exposure

Who's connected.
And how.

41 / 44 themes
Pure Play
Core business is this trend
TSLATSLA
TSLA
Tesla
Pure Play

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.

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GOOGLGOOGL
GOOGL
Alphabet (Waymo)
Pure Play

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.

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MBLYMBLY
MBLY
Mobileye
Pure Play

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.

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LYFTLYFT
LYFT
Lyft
Pure Play

Linked to Autonomous Vehicles. Relies on Google (Maps) and Amazon. Competes with Uber.

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