
As the U.S. ramps up its focus on autonomous driving, companies like Tesla Inc. (NASDAQ:TSLA), Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo, as well as Amazon.com Inc.'s (NASDAQ:AMZN) Zoox are driving the sector forward.
But the real beneficiaries of this trend, if executed successfully, could be ride-hailing platforms like Uber Technologies Inc. (NYSE:UBER) and Lyft Inc. (NASDAQ:LYFT). Let's break down why.