Autonomous Vehicles

Tesla

S

Public (NASDAQ: TSLA)

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. It manufactures five consumer vehicles, sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, runs a Robotaxi service in Austin/Dallas/Houston, and is ramping new products including Cybercab (production started Feb 2026 at Giga Texas), Tesla Semi (first truck off the new high-volume Nevada line April 2026), and Optimus (V3 reveal due summer 2026 with Fremont's old Model S/X line being converted for first-gen production). In Q1 2026, Tesla generated $22.4B in revenue, delivered 358,023 vehicles, had 1.28M active FSD subscriptions, and operated 8,463 Supercharger stations.

Waymo

S

Subsidiary (Alphabet)

Waymo is Alphabet's autonomous-driving company and operator of the world's first autonomous ride-hailing service. It serves paid riders in 11 U.S. metro areas through Waymo One, has surpassed 20 million lifetime rides, and reached roughly 500,000 paid robotaxi rides per week by late March 2026 with a goal of clearing 1 million per week by year-end. In late May 2026 Waymo expanded its service footprint by more than 20% to roughly 1,400 square miles across its 11 markets and started public rides on the Ojai — a ground-up purpose-built robotaxi co-developed with Zeekr — in San Francisco, Los Angeles, and Phoenix. International launches are queued in Tokyo and London after a $16B February 2026 funding round at a $126B post-money valuation.

Baidu Apollo

S

Division (Baidu: NASDAQ BIDU; HKEX: 9888)

Baidu Apollo is Baidu's autonomous-driving platform and the operator of Apollo Go, one of the world's largest fully driverless robotaxi networks. Apollo Go delivered 3.2 million fully driverless rides in Q1 2026 (total rides up over 120% YoY), exceeded 22 million cumulative public rides by April 2026, and reached a 27-city global footprint. It runs fully driverless commercial service in China, Dubai, and on Abu Dhabi's Yas Island, began Level 4 open-road trials in eastern Switzerland (AmiGo, with PostBus) on June 1, 2026, and is preparing London launches with Uber and Lyft.

Rivian

A

Public (NASDAQ: RIVN)

Rivian is an American automotive technology company that sells the R1T pickup, R1S SUV and Commercial Van and launched the midsize R2 platform on June 9, 2026 — opening orders and demo drives on launch day with first physical deliveries beginning 'soon after' within a 2-to-6-week window from order confirmation, after volume production began on April 22, 2026. The business is increasingly split between vehicle manufacturing and higher-margin software and services: Rivian generated $5.387 billion of revenue in 2025, posted $144 million of full-year gross profit, and expanded its Volkswagen joint venture through a $1.0 billion investment milestone in Q1 2026. Alongside its consumer and fleet vehicles, Rivian is also investing heavily in in-house autonomy and AI as it tries to broaden from an EV manufacturer into a larger transportation technology platform, anchored by a $1.25 billion Uber partnership to deploy up to 50,000 autonomous R2-based robotaxis starting in 2028.

NIO

A

Public (NYSE: NIO / HKEX: 9866)

NIO is a Chinese smart electric vehicle manufacturer built around premium EVs, battery swapping, and a multi-brand portfolio spanning NIO, ONVO, and firefly. Q1 2026 delivered a breakout quarter: RMB25.5B revenue (+112% YoY), record 19.0% gross margin and 18.8% vehicle margin (four-year highs), and a first positive operating profit of RMB66.8M. May 2026 set a new monthly record with 37,705 deliveries (+62% YoY), bringing cumulative deliveries to 1,148,118 vehicles. The battery swap network has grown to 3,916 stations worldwide with Gen-5 stations piloting in Q2 and mass deployment set for Q3 2026. The lineup now includes the ES9 flagship executive SUV (launched May 2026, 900V architecture, 5C charging), and firefly is expanding globally with active sales in Singapore, the Netherlands, Norway, and Belgium.

Aurora Innovation

A

Public (NASDAQ: AUR)

Aurora Innovation is a self-driving vehicle company now focused on commercial autonomous trucking, with the Aurora Driver deployed first as Aurora Driver for Freight. After beginning regular driverless customer deliveries between Dallas and Houston in late April 2025, Aurora has tripled its driverless network to 10 routes across the Sun Belt — including a roughly 1,000-mile Fort Worth–Phoenix lane — and by April 2026 had surpassed 370,000 driverless miles with zero Aurora Driver-attributed collisions and 100% on-time performance. Customers now include Werner, Hirschbach, McLane (Berkshire Hathaway), Detmar, Uber Freight, and others, and Aurora is commercializing an asset-light Driver-as-a-Service subscription model with partners PACCAR, Volvo, and AUMOVIO. Q1 2026 revenue was ~$1M, and management is guiding to $14-16M for 2026 with a goal of exiting the year with 200+ driverless trucks and ~$80M run-rate.

Pony.ai

A

Public (NASDAQ: PONY; HKEX: 2026)

Pony.ai is a dual-listed autonomous-driving company commercializing Level 4 robotaxi, robotruck, and personally owned vehicle technology. Its mass-produced Gen-7 robotaxis run fully driverless commercial service across Chinese cities and have reached city-wide unit-economics breakeven in both Guangzhou and Shenzhen. Q1 2026 revenue jumped 145% YoY to $34.3M with robotaxi revenue up ~395%, the fleet topped 1,700 units, and the company has now raised its year-end 2026 targets to more than 3,500 robotaxis and >3.5x its 2025 robotaxi revenue.

WeRide

A

Public (NASDAQ: WRD; HKEX: 0800)

WeRide is a commercial-stage autonomous-driving company building products from Level 2 ADAS to Level 4 robotaxis, robobuses, robovans, and robosweepers. It operates or tests in 40+ cities across 12 countries, has autonomous-driving permits in eight markets, and is scaling a global robotaxi fleet of about 1,300 vehicles — including fully driverless commercial service in Dubai and public service in Singapore — with Uber, Grab, Geely Farizon, Renault, GAC, Chery, and other partners. Europe has become a fast-moving front in 2026: WeRide and Uber launched Spain's first commercial robotaxi pilot in Madrid in June, and the same month the Slovak government backed a plan for WeRide to roll out its full Level 4 portfolio nationwide, adding to existing projects in France, Switzerland, and Belgium.

Lucid Motors

B

Public (NASDAQ: LCID)

Lucid Group is a Silicon Valley EV and technology company building the Lucid Air sedan and Lucid Gravity SUV around proprietary, software-defined vehicle architectures focused on range, efficiency, and performance. Silvio Napoli (formerly chairman and CEO of Schindler) assumed the CEO role on June 1, 2026, with Marc Winterhoff stepping back into COO. Lucid is centered on stabilizing Gravity after a seatbelt recall and supplier-driven production hit, launching its Lucid-Nuro-Uber robotaxi service in late 2026, scaling the expanded 35,000-vehicle Uber partnership, and bringing its lower-cost Atlas-based midsize platform to market as it pushes toward profitability and positive free cash flow.