Robotaxi Moment: Will 2026 Be Tesla’s True Breakout Year?
Morgan Stanley’s latest report outlines an explosive outlook for autonomous driving by 2026, projecting that 33 U.S. cities will roll out commercial robotaxi services. The firm calls 2026 the “singularity moment” for the autonomous driving industry. Future landscape will be dominated by Waymo and Tesla, forming a dual-oligopoly defined by safety vs. cost. Morgan Stanley also warns that this trend could directly threaten the ride-hailing businesses and valuations of Uber and Lyft. Has Tesla’s robotaxi story already been priced in? Tesla vs. Waymo competition, who do you think will win?
+ Follow
+9