Rachel Warren

But I think there's a lot still to be proven out, which approach is most successful.

But right now, Waymo seems to be the winner here.

Yeah, you know, there's so many ways to play the space.

I mean, we've talked a lot, of course, about Waymo and what their business model could be and looks like.

But there are a lot of companies that take a much more niche or modular approach to this industry.

You know, Aurora Innovation is one example.

So they focused on developing a universal self-driving system, which they call the Aurora Driver.

And that's primarily for long-haul trucking vehicles.

You've got companies like Mobileye, right?

They're a leading provider of advanced driver assistance systems technology.

Of course, that's a key foundation for higher levels of autonomous driving that a lot of these companies are working towards.

But, you know, you can play the space as well by investing in a company like NVIDIA, right?

You know, the high-end chip maker that's providing all the essential high-performance processing power and analytics.

AI platforms that a lot of these AV developers are using.

There's a company called Pony AI.

They're an autonomous driving tech company.

They're developing robotaxi and robotic trucking services.

I think it's really important as well to look outside the U.S.

So you've got Baidu, the Chinese tech giant.

They're a leader in the robotaxi race in China with their Apollo Go service.