themes / autonomous-transport · horizon 3-10 years · 11 companies
Autonomous Transport
Robotaxis and driver-assist reducing the cost of mobility.
Trend vs pricing
Trend (reality)
55
company trend 49 · related-ETF flow 73 · growth 44
Market pricing
48
Expectations gap+7
Human needs
mobilityconveniencetime
Related ETFs
ARKK
Constraint chain
Trend → Constraint → Required solution
Trend
Autonomy validated in commercial fleetsConstraint
Regulation, sensor cost, edge computeRequired solution
Autonomy platforms, fleet operators, siliconAttention
27
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 27App Store —GitHub —YouTube —
Rising queries
robotaxi las vegasrobotaxi teslarobotaxi las vegas teslarobotaxi vegasrobotaxi for salerobotaxi trackerrobotaxi tesla pricerobotaxi vegas teslarobotaxi vs cybercabwaymo las vegaswaymo carwaymo las vegas invite code
Wikipedia · 5 articles
7d avg pageviews2708
vs 28d-16.5%
vs 1y-17.7%
z vs own history-1.15
RobotaxiWaymoTesla AutopilotSelf-driving carZoox
Apps · GitHub · YouTube
Waymonot in top-100
Teslanot in top-100
GitHub repos2885
YouTube videos / day13.5
Measured over50 videos · 88.6 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Driverless Taxi in China | Robotaxi in China | Pony.ai Robotaxi Ride Experience in Shanghai
- · Nobody's Driving, So Your Grok Bot Clears Your Inbox (Tesla Robotaxi)
- · Florida's Cybercab Won't Be First. Waymo Is There
- · Tesla Cybercab Parks in Paris: Look, No Rides #shorts
- · Four Brits in a Robotaxi: Our First Ride in Austin
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| TSLA | Tesla | 60% | 1 | 52 | 73 | -21 | 54 | 35 | 7 |
| NXPI | NXP Semiconductors | 50% | 1 | 60 | 34 | +26 | 53 | 57 | 67 |
| ON | ON Semiconductor | 40% | 1 | 57 | 44 | +13 | 50 | 55 | 50 |
| UBER | Uber Technologies | 50% | 2 | 51 | 40 | +11 | 45 | 64 | 61 |
| GM | General Motors | 30% | 1 | 32 | 55 | -23 | 22 | 47 | 63 |
| GOOGL | Alphabet | 20% | 1 | 66 | 68 | -2 | 67 | 61 | 33 |
| APTV | Aptiv | 30% | 2 | 12 | 25 | -13 | 4 | 32 | 60 |
| PCAR | Paccar | 30% | 2 | 40 | 37 | +3 | 30 | 45 | 64 |
| F | Ford Motor Company | 20% | 2 | 33 | 23 | +10 | 33 | 22 | 86 |
| NVDA | NVIDIA | 10% | 2 | 90 | 61 | +29 | 94 | 80 | 54 |
| QCOM | Qualcomm | 10% | 2 | 30 | 41 | -11 | 15 | 70 | 71 |