Trading Ideas: Autonomous Driving Technology Chain

OguzO Capitalist
05-03

1.

Autonomous driving technology is getting commoditized faster than expected.

Waymo is already operational, Tesla is coming and $NVIDIA(NVDA)$ is building it for General Motors.

Where the product is a commodity, distribution is the king.

$Uber(UBER)$ owns the distribution.

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2.

Warren Buffett once said: "The Intelligent Investor is by far the best investing book ever written."

The original version is 304 pages, 20 chapters, and it takes at least 10 hours to read.

I reduced every chapter to one page so you can read it in under an hour.

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AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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