Nvidia is a key player in providing AI and chip technologies for autonomous driving, but it’s not directly competing in building self-driving cars like Tesla. Tesla still holds a significant advantage in its Autopilot system and vehicle data. However, Uber, with its vast data network and platform partnerships, could be a long-term winner in the autonomous space. I’ve added UBER to my portfolio as it looks like a strong play.
What do you think about the role of Tesla, Nvidia, and Uber in this market?