Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport.

In this episode:

00:00 - EV Adoption Has Reached a Tipping Point

07:17 - Why Robotaxis are the Next Chapter of the EV Story

09:25 - Understanding the Six Levels of Autonomous Driving

14:22 - Waymo, Tesla and the Global Robotaxi Race

22:33 - The Biggest Risks: Technology, Regulation and Trust

29:47 - Investing in Robotaxis: Companies and ETFs to Watch

35:20 - Will Australia Keep Up?

Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony.ai (NASDAQ: PONY), WeRide (NASDAQ: WRD), Mercedes-Benz Group, General Motors (NYSE: GM), Toyota (NYSE: TM), BYD (HKEX: 1211), Uber (NYSE: UBER), Lyft (NASDAQ: LYFT), Betashares Electric Vehicles and Future Mobility ETF, Global X Battery Tech & Lithium ETF, Roundhill Robotaxis & Autonomous Driving ETF (CBOE: RBTX).

This episode ofThe Decade Ahead is brought to you by ANZ Business Start Right.

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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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Self-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead

Equity Mates Investing Podcast

Self-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead