Self-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead
About this episode
The episode discusses the rise of autonomous vehicles and their impact on the future of transport and investment opportunities.
Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport. In this episode: 00:00 - EV Adoption Has Reached a Tipping Point 07:17 - Why Robotaxis are the Next Chapter of the EV Story 09:25 - Understanding the Six Levels of Autonomous Driving 14:22 - Waymo, Tesla and the Global Robotaxi Race 22:33 - The Biggest Risks: Technology, Regulation and Trust 29:47 - Investing in Robotaxis: Companies and ETFs to Watch 35:20 - Will Australia Keep Up? Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony.ai (NASDAQ: PONY), WeRide (NASDAQ: WRD), Mercedes-Benz Group, General Motors (NYSE: GM), Toyota (NYSE: TM), BYD (HKEX: 1211), Uber (NYSE: UBER), Lyft (NASDAQ: LYFT), Betashares Electric Vehicles and Future Mobility ETF, Global X Battery Tech & Lithium ETF, Roundhill Robotaxis & Autonomous Driving ETF (CBOE: RBTX). This episode of The Decade…
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