The car drives itself

Autonomous transport will change how cities move.

By AKA Studio

What’s inside

• GOOGL Alphabet: Owns Waymo: 10 US cities, 500k paid weekly rides, $16B raised to scale internationally
• UBER Uber: The demand app where AV fleets get matched to riders in most cities
• TSLA Tesla: Cybercab in Austin is the main scaled challenger, despite permits and NHTSA scrutiny
• NVDA NVIDIA: Training and in-vehicle compute underpinning the AV stacks scaling into new cities
• QCOM Qualcomm: Automotive compute platforms for assisted and autonomous driving across carmakers
• TER Teradyne: Test and automation capacity needed as auto-grade silicon volumes ramp
• GM General Motors: Scale vehicle manufacturing and electrification feeding purpose-built AV platforms
• APTV Aptiv: Wiring, sensing and compute architectures that make a car driveable by software
• HON Honeywell: Industrial automation and sensing used across AV fleet depots and vehicle systems
• ETN Eaton: Charging and power equipment for the depots robotaxi fleets must build in each city
• AMZN Amazon: Cloud for AV data and a parallel bet that autonomy reshapes logistics and delivery

Why it could work

Autonomous transport will change how cities move. The basket combines direct participants and broader suppliers.

What could break it

Adoption could disappoint, competition could weaken margins, or high valuations could already price in the trend. Some holdings are broad, indirect proxies.

For learning only. Not investment advice.