Autonomous driving (AD) has quietly shifted from science fiction to live traffic in just a few quarters. Even Tesla (TSLA) CEO Elon Musk has tied his compensation to launching 1 million robotaxis, calling autonomous fleets "the largest asset value increase in human history."
Meanwhile, industry research now pegs the global robotaxi market at well under $1 billion in 2025 but sees it swelling into the mid‑$100 billion range by 2033, as commercial services scale across major cities worldwide. Together, these signals have brought self‑driving car stocks back into sharp focus.
