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Home / Automotive

Automotive: market, self-driving tech & buying

Morgan Stanley is calling 2026 the "singularity moment" for autonomous vehicles — here's the market, the technology, and where to actually buy.

Market Self-Driving Tech Sales Financing vs Leasing vs Buying Infrastructure & Suppliers Commercial Fleets

Investment angle: EV and semiconductor supply chains are among the sectors specifically flagged as thriving in 2026, with automation and industrial real estate benefiting alongside traditional automotive manufacturing. The bigger structural story is autonomy reshaping the entire industry's economics — Tesla's Elon Musk has stated the robotaxi network could achieve $0.20 per mile operating costs at scale, a structural cost advantage that would ripple through ride-hailing, insurance, and vehicle ownership models alike. Traditional automakers are racing to add driver-assist and autonomy features to stay relevant as the industry's value increasingly shifts from the vehicle itself to the software and AI layered on top of it.

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