Rachel Warren
👤 SpeakerAppearances Over Time
Podcast Appearances
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.
They're expanding into commercial AVs.
China is a market where adoption of AVs is much, much higher than we are seeing in the U.S.
So that's something that's, I think, really critical.
And again, they have this very rapidly developing domestic AV market.
There's broad government support.
So you've got a lot of regulatory guardrails in place.
We're also seeing a broader establishment of legal and regulatory frameworks for AVs in Europe too.
So that's something that's important to watch.
So there's a million different ways to play this, right?