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	$298.7	+1.79%	−14.1%	−13.6%	−4.4%	−25.7%	2026-10-28
TSLA Tesla	Megapack storage, Optimus and autonomy	NASDAQ US	$397.4	+1.69%	+8.2%	+16.1%	−11.6%	−18.9%	2027-01-27
MBLY Mobileye	ADAS and autonomy stack	NASDAQ Israel	$5.64	−2.42%	−21.1%	−36.8%	−46.0%	−54.8%	2027-01-28
APTV Aptiv	Vehicle architecture and autonomy hardware	NYSE US	$38.81	−1.52%	−11.4%	−21.7%	−49.0%	−56.2%	2027-02-01
UBER Uber Technologies	Demand aggregator for robotaxi fleets	NYSE US	$69.12	−2.21%	−0.2%	−9.0%	−15.4%	−26.1%	2027-02-03
PONY Pony AI	Robotaxi operator	NASDAQ China	$4.43	−6.14%	−14.3%	−45.6%	−69.5%	−74.5%	2026-11-18

Auto-updated