The ChatGPT moment in transportation? Autonomous driving nears commercial inflection

AV technology is gaining commercial momentum Skepticism toward AV technology is not irrational given the fits and starts in this space over the last 15 years (Figure 1).

However, we believe the commercial inflection across both the robotaxi and long‑haul trucking use cases should become clear in 2027 and beyond.

However, autonomous driving systems also never get distracted, emotional, or tired.

Plenty of autonomous driving companies are running beta tests within narrow geographic fences and at low speeds.

In our view, autonomous driving is a growth story whose nuances are often misunderstood.