The Usual Suspects and the Broader Field
Of course, you have the big beasts roaming this new landscape. Tesla, with its vast trove of real-world driving data, is the undisputed leader. Then you have Alphabet’s Waymo, which has been quietly perfecting its technology for years, and Mobileye, whose vision systems are already in millions of cars. These are the obvious players, the ones everyone is watching.
But the real opportunity, I believe, might lie one layer deeper. The innovation extends far beyond the cars themselves and into the factories that build them. Modern automotive production now relies on advanced robotics and automation systems. The companies that build these industrial robots, design the software that controls them, and manufacture the sensors that guide them are experiencing a surge in demand. This is the less glamorous, but potentially very profitable, side of the revolution.