No one talks about robotaxi segment could go big in 2026

Most discussions are about TSLA, the business just ain't there yet and Waymo, bullish on them but I'm looking to a niche name like WRD. The market fixates on whether Tesla FSD work at scale but WeRide executing across multiple countries. and what stands out to me is WRD-Uber collaboration. The robotaxi ecosystem will evolve: AV companies provide the tech, global platforms like Uber handle the rest. Robotaxis is not any kind of segment can flip a switch overnight, they will be layered into existing platforms. WePilot 3.0, a system of WeRide's end-to-end ADAS stack, they're building optionality across autonomy level that can help reducing the risks while keeping upside. Another signal is institutional behavior. Many names have positive and optimistic outlook on WeRide. The company positioning itself at the intersection of partnerships, global expansion and technology. Im long $WRD and comfortable holding.