Have you taken a robotaxi yet?
I’m amazed every time I sit in one.
The steering wheel turns itself, navigating through busy streets. Real traffic, real pedestrians, but no human driver.
The first interaction that many of us will have with artificial intelligence (AI)-powered robots will be from the backseat of a self-driving taxi.
Robotaxis are already rolling through the streets of Austin, San Francisco, Los Angeles, Phoenix, and Atlanta. Waymo is even testing them in the toughest proving ground of all: New York City.
After years of anticipation… self-driving cars are finally happening. It’s time to invest. Don’t let this rocket ship take off without you.
- Last year, Waymo cars logged an impressive 40.8 million miles.
That represents a 4X increase in just one year.
And they’ve already surpassed 100 million miles in 2025.
This is a massive disruption. Americans spend an average of 17% of their income on transportation—more than they spend on healthcare and education combined.
And most of that money goes toward owning and maintaining cars, which are horribly inefficient.
Cars sit unused on your driveway 95% of the time. Yet owners bleed thousands every year on fuel, insurance, and upkeep. All for an asset that loses value the minute you drive it off the lot.
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Robotaxis flip that model on its head.
Instead of owning a car, you can simply use one when you need it. You don’t have to worry about insurance, parking, and maintenance.
I bet we’ll see a huge drop in car ownership over the next 10 years. And those who keep one will likely rent it out as a robotaxi to make extra income.
- Say “robotaxi,” and most investors immediately think Tesla (TSLA).
And with good reason. Elon Musk has long promised Tesla’s fleet will morph into a global network of self-driving taxis.
With a single software update, your Model 3 could double as a money-making robot.
Tesla is one of the greatest disruptors of our time. Its cars reshaped the auto industry. Its battery tech powers homes and electric grids. Its Optimus humanoid robot might soon fold your laundry.
I’ve said before that physical AI—aka robots—could turn Tesla into the most valuable company in the world by 2030.
I still believe that. It’s a great stock to profit from AI-powered automation.
But it’s not my top recommendation.
- My top AI automation stock is building the foundation to become the default choice for the entire autonomous revolution.
It’s positioned to be the “operating system” of autonomous transportation, and the go-to network for finding your next robotaxi ride.
No matter who builds the best self-driving cars, the rides will still largely be hailed on this company’s platform.
This company also has a network effect that strengthens its market advantage—the more people who rely on it for autonomous transportation, the harder it becomes for competitors to gain an edge.
You can learn about this stock, and two other disruptors, in our brand new Q4 Disruption Playbook, available for Disruption Investor members.
We’re currently running a Labor Day sale on Disruption Investor where new members can join at a special discounted price. This sale ends at midnight on Sunday, August 31.
To take advantage of this sale before the deadline—and to receive immediate access to the Q4 Disruption Playbook—click here.
Stephen McBride
Chief Analyst, RiskHedge