自动驾驶三到五年铺开

The idea

I believe self driving scales gradually over the next three to five years, moving from pilot cities to tens of thousands of vehicles on the road. I built this across three layers of US companies only: the ones running the fleets, the chips and sensors every car needs regardless of who wins, and the dispatch platforms and autonomous trucking names the market tends to overlook. Bigger, steadier names make up most of the weight, with smaller lidar and trucking bets sized lightly, and I keep some cash aside to add if prices drop. I'd rethink this if the rollout stalls or shifts outside the US.