Autonomous Vehicles 3 Takeaways | Big Ideas 2026

My top three takeaways for the autonomous vehicle section of big ideas 2026. First, uh scale matters. This is both scale in terms of data miles as well as manufacturing scale to drive down the cost per mile.Um we think a uh relatively small fleet of robo taxis could satisfy uh all of urban miles in the US, less than 10% of the US vehicle fleet. And lastly, um we think this is that robo taxis in general are a $34 trillion enterprise value opportunity that will acrude to the autonomous technology providers, t ...