$UBER - Uber is positioned as the dominant demand aggregator for autonomous vehicles with 30+ AV partnerships, generating over $10B in free cash flow, and AVs on Uber's network are 30% busier than standalone fleets. The company is building the entire AV ecosystem (financing, insurance, depots) and expects AVs to unlock another trillion-dollar marketplace as costs decline.
$WAYMO - Waymo is explicitly mentioned as an incredible AV partner with Uber, with large partnerships in Austin and Atlanta showing strong consumer adoption and driver earnings growth in those markets.
$NVDA - Nvidia is building not just compute and sensors but also software drivers for autonomous vehicles, positioning them as a key infrastructure provider in the AV ecosystem.
$AIMODELS - Foundation AI models are seeing rapid acceleration with multiple winners emerging (not a single winner), similar to the AV space. Uber is using larger models that are 10,000x bigger than older models, enabling better predictions and universal search capabilities.
$ROBOTICS - Physical AI including autonomous vehicles and drones represents an unprecedented pace of change and opportunity. Drone delivery is expected to become mainstream in 5-10 years as battery density improves, enabling cheaper, faster delivery.