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

−9.0%

% 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	$318.4	−0.58%	−7.4%	−4.5%	+1.9%	−20.8%	2026-10-28
TSLA Tesla	Megapack storage, Optimus and autonomy	NASDAQ US	$394.9	+6.08%	+6.1%	+28.4%	−12.2%	−19.4%	2026-10-21
MBLY Mobileye	ADAS and autonomy stack	NASDAQ Israel	$6.61	+0.99%	−17.8%	−21.6%	−36.7%	−50.9%	2026-10-29
APTV Aptiv	Vehicle architecture and autonomy hardware	NYSE US	$43.45	+1.77%	−3.0%	−26.9%	−42.9%	−51.0%	2026-11-03
UBER Uber Technologies	Demand aggregator for robotaxi fleets	NYSE US	$66.00	−1.05%	−5.2%	−6.7%	−19.2%	−33.8%	2026-11-04
PONY Pony AI	Robotaxi operator	NASDAQ China	$5.04	−2.04%	−26.9%	−33.6%	−65.3%	−77.0%	2026-11-18

Auto-updated