Seeking Alpha·2025-09-24 11:30Core Insights - The analysis focuses on autonomous vehicle (AV) technology, highlighting Tesla and Waymo/Alphabet as the leading companies in this emerging sector [1] Group 1: Industry Overview - The autonomous vehicle sector is characterized by significant technological advancements and evolving business models [1] - The analyst has extensive experience across various industries, which aids in understanding the complexities of the AV market [1] Group 2: Company Analysis - Tesla (TSLA) and Waymo/Alphabet (GOOGL) are identified as the dominant players in the autonomous vehicle space, referred to as "gorillas" of the sector [1] - The analysis suggests that the competitive landscape will continue to evolve as new technologies and business models emerge [1]