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Ryan Vanzo, The Motley Fool
Sat, May 9, 2026 astatine 6:25 PM CDT 4 min read
It's not often that $10 trillion markets appear. But that's precisely what is happening close present with the robotaxi market.
"We deliberation US$8 [trillion] to US$10 trillion for the full autonomous taxi accidental passim the world, from astir nothing," predicts Cathie Wood, the CEO of Ark Invest. "That's however rapidly AI is going to origin these things to happen."
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected the 1 little-known company, called an "Indispensable Monopoly" providing the captious exertion Nvidia and Intel some need. Continue »
You could stake connected this accidental by buying self-driving exertion stocks. But the champion thought whitethorn beryllium to bargain EV stocks. That's due to the fact that the robotaxi gyration won't beryllium powered by gasoline oregon diesel. Electric vehicles are simply the superior prime for robotaxis, fixed their substance system and tech-heavy designs.
The robotaxi marketplace needs carnal vehicles to function. Automakers specializing successful EVs, therefore, volition person a immense marketplace to merchantability their cars to. But don't conscionable bargain immoderate EV stock. There are 2 successful peculiar primed to benefit.
Tesla and Rivian volition predominate the U.S. robotaxi manufacture
According to planetary consultancy McKinsey & Co., the robotaxi marketplace volition statesman to instrumentality disconnected globally by 2030. "[R]obo-taxis volition beryllium the archetypal commercialized exertion for L4 successful mobility -- not privately owned cars," a study from the steadfast precocious concluded. The twelvemonth 2030 is little than 4 years away. To capitalize connected the robotaxi marketplace opportunity, then, EV makers indispensable already person a important magnitude of manufacturing capableness online. Or, they indispensable person precise near-term plans to statesman scaling production.
It's casual to spot however Tesla (NASDAQ: TSLA) is already primed to predominate the U.S. robotaxi industry. The institution already has monolithic amounts of accumulation infrastructure stateside, and expects to standard accumulation of its dedicated robotaxi conveyance -- the Cybercab -- done the extremity of 2026 and the commencement of 2027.
Tesla is arguably the lone EV shaper successful the U.S. with the tech and manufacturing facilities indispensable to onslaught the robotaxi marketplace astatine scale. But there's 1 different EV shaper that is moving hard to drawback up: Rivian (NASDAQ: RIVN).
Like Tesla, Rivian is investing heavy successful autonomy and self-driving capabilities. It besides brought its archetypal affordable conveyance to marketplace earlier this year: its R2 SUV. Having an affordable EV connected the marketplace is intelligibly a immense positive for a company's quality to people the robotaxi market. Indeed, Uber Technologies precocious signed a $1.25 cardinal woody with Rivian successful speech for up to 50,000 R2 SUVs -- vehicles that volition beryllium utilized to powerfulness Uber's ain robotaxi division.
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