Autonomy & Robotaxi

Driverless fleets are scaling city by city. Sensors, compute, mapping and permits gate the rollout.

Sensors→Compute→Driver→Fleet

Tightness score ⓘ

#43 of 56

▲ Tightening

Supply concentration3

Lead time3

Capex intensity4

Geopolitical exposure4

Pricing power3

Lead time

12–24 mo

Theme 1M

−8.8%

% in uptrend

17%

Metric to watch

Paid driverless rides per week, new city launches, and permit decisions.

What would prove us wrong

Weakens if safety incidents halt expansion across multiple cities.

Dependencies

Equal-weight · rebased 100 · 1Y

Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

Stock	Role	Listing	Last	1D	1M	3M	YTD	Off 52w high	Next earnings
GOOGL Alphabet	Waymo driverless fleet and TPUs	NASDAQ US	$279.8	−1.40%	−17.3%	−25.0%	−10.4%	−30.4%	2026-10-28
TSLA Tesla	Megapack storage, Optimus and autonomy	NASDAQ US	$399.8	−0.87%	+12.9%	+24.1%	−11.1%	−18.4%	2026-10-21
MBLY Mobileye	ADAS and autonomy stack	NASDAQ Israel	$5.96	−7.02%	−18.9%	−26.2%	−42.9%	−54.7%	2027-01-28
APTV Aptiv	Vehicle architecture and autonomy hardware	NYSE US	$43.93	−1.13%	−0.1%	−23.2%	−42.3%	−50.5%	2026-11-03
UBER Uber Technologies	Demand aggregator for robotaxi fleets	NYSE US	$65.25	−0.75%	−3.9%	−8.9%	−20.1%	−34.6%	2026-11-04
PONY Pony AI	Robotaxi operator	NASDAQ China	$4.64	−5.69%	−25.6%	−42.4%	−68.0%	−76.5%	2026-11-18

Auto-updated