Autonomous Vehicles: Accelerating The Future Of Mobility
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Columbia Threadneedle Investments979 FollowersFollow5ShareSavePlay(10min)CommentsSummaryAutonomous vehicles are beginning to deliver on their commercial promise after more than a decade of development.AVs have moved from a research challenge to a reality and appear poised to enter a broader commercial phase as more providers scale deployments.Advances in AI compute are enabling a more diverse set of AV participants.If multiple AV providers achieve commercialization concurrently, the industry is more likely to evolve toward a modular structure in which specialized firms focus on software development, compute, manufacturing, fleet operations and marketplace aggregation. Just_Super/iStock via Getty Images By Daniel Spelman & Christopher Vandergrift, CFA Autonomous vehicles (AVs) are beginning to deliver on their commercial promise after more than a decade of development. Driverless fleets from Waymo (WAYMO), Baidu’s Apollo Go (This article was written byColumbia Threadneedle Investments979 FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.Quick InsightsHow is Nvidia's platform influencing AV industry structure and OEM adoption?Nvidia's reference architecture standardizes compute and sensors for Level 4 autonomy, allowing OEMs like GM, Volvo, and Lucid to integrate advanced AV capabilities without building proprietary stacks.What differentiates Tesla's AV strategy from competitors, and what are its potential implications?Tesla pursues a vertically integrated, AI- and camera-only approach, aiming for lower-cost robotaxi operations; if validated, this model could disrupt incumbent ride-hailing players and reshape industry economics.How might AV adoption impact the total addressable market for on-demand transportation?AVs are expected to lower supply costs, broaden availability, and increase usage, expanding on-demand mobility's share of daily travel and supporting new business models across the ecosystem.Recommended For You