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VWAGY

Volkswagen AG · OTC · Germany

Cap tier
Large
Approx cap
$55.0B
Bull scenarios
52
Adverse scenarios
0
Other links
0
Modeled impact
unknown
0 explicit links; 52 public links lack move; 0 lack probability

Themes & clusters

From SRC_B Theme-Company Matrix
C9ASICsEDARedundant Steering/Braking & Sensor StackStandardized AV APIs

Investment thesis

From SRC_B Company Master

European scale w/ XPeng AI stack

Bull scenarios (52)

Predictions where this ticker benefits
PredRoleDomainPredictionPredictorCurrentMoveImpactStatus
AUT_008multi_vectorAuto/TransportUber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur...Dara Khosrowshahi75.5%unknownunknownin_progress
243_002multi_vectorAuto/TransportUber will be in 15 cities with autonomous partners by end of 2026Dara Khosrowshahi74.8%unknownunknownin_progress
244_020multi_vectorAuto/TransportNeed for driver's licenses is going to collapse over the next few yearsPeter Diamandis62.8%unknownunknownpartial
241_050multi_vectorAIAI LLMs can run for hours (e.g., dinner to 4am) autonomously creating new solutionsEric Schmidt56.7%unknownunknownpending
ROB_017multi_vectorLabor/JobsSelf-driving vehicles and autonomous systems will begin completely replacing human gig workers within 10-15 years — a major societal challenge for millions of drivers reliant on ride-share platforms, necessitating new paradigms for on-demand, AI-assist...Dara Khosrowshahi54.5%unknownunknownpending
242_058multi_vectorAuto/TransportCybercab owners will generate revenue via autonomous ridesharing fleetsPeter Diamandis51.1%unknownunknownpending
243_035multi_vectorAuto/TransportAustin and Atlanta autonomous markets growing faster than national averageDara Khosrowshahi50.3%unknownunknownpending
246_039multi_vectorAuto/TransportAutonomous vehicles/flying cars coming by 2028.Peter Diamandis49.2%unknownunknownpending
243_033multi_vectorLabor/JobsAbout 20% of drivers slough off Uber platform annuallyDara Khosrowshahi48.9%unknownunknownpending
244_003multi_vectorAuto/TransportRegulators will have to decide what a human driver's license looks likeDara Khosrowshahi48.9%unknownunknownpending
243_022multi_vectorAuto/TransportCost per trip will come down and safety per trip will come up as autonomous proliferatesDara Khosrowshahi48.4%unknownunknownpending
243_010multi_vectorAuto/TransportHuman drivers will eventually be removed from Tesla FSD backup roleDara Khosrowshahi48.3%unknownunknownpending
244_031multi_vectorEnergyUber's network will move to EVs as autonomous becomes bigger realityDara Khosrowshahi48.2%unknownunknownpending
245_016multi_vectorBiotech/LongevityKitrid disease is the leading extinction driver in frogs/amphibians and can be solved with genetic engineeringBen Lamm47.0%unknownunknownpending
244_013multi_vectorAuto/TransportUber will work with Chinese autonomous players (Pony, WeRide, hopefully Baidu) outside the USDara Khosrowshahi47.0%unknownunknownpending
243_005multi_vectorAuto/TransportThere will be many many winners in the autonomous spaceDara Khosrowshahi46.7%unknownunknownpending
243_024multi_vectorAuto/TransportElectric autonomous cars could be four times cheaper than owning a car (cited Diamandis research)Peter Diamandis46.6%unknownunknownpending
243_031multi_vectorLabor/JobsUber will have significantly more drivers in 2030 than today, including in USDara Khosrowshahi46.3%unknownunknownpending
243_015multi_vectorAuto/TransportSoftware space for autonomous may consolidate to fewer than 10 providersDara Khosrowshahi46.1%unknownunknownpending
230_018multi_vectorAuto/TransportIn 5 years, 70-80% of cars will be autonomous, especially hooked up to your AI.Peter Diamandis46.0%unknownunknownpending
242_002multi_vectorSpaceLong-term petawatt compute will come only from lunar mass driversPeter Diamandis45.8%unknownunknownpending
244_017multi_vectorAuto/TransportIlia (age 13) will still want a driver's license in 3 years due to slow AV mass productionDara Khosrowshahi45.3%unknownunknownpending
243_025multi_vectorAuto/TransportMiddle East (UAE, KSA) will be most forward-leaning on autonomous vehicle deploymentDara Khosrowshahi44.4%unknownunknownpending
243_001multi_vectorAuto/TransportAutonomous vehicle market will develop in a hybrid way, not binary all-or-nothingDara Khosrowshahi44.4%unknownunknownpending
243_007multi_vectorAuto/TransportAutonomous mobility will become another trillion-dollar marketplaceDara Khosrowshahi44.4%unknownunknownpending
243_008multi_vectorAuto/TransportStreets will be safer as autonomous cars don't get distracted or tiredDara Khosrowshahi44.4%unknownunknownpending
243_011multi_vectorAuto/TransportAutonomous driver will be much safer than a human beingDara Khosrowshahi44.4%unknownunknownpending
243_012multi_vectorAuto/TransportLiability costs will come down industry-wide with autonomous drivingDara Khosrowshahi44.4%unknownunknownpending
243_018multi_vectorAuto/TransportFleet turnover from human-driven to autonomous will take a very long time due to 10+ year avg car lifeDara Khosrowshahi44.4%unknownunknownpending
243_019multi_vectorAuto/TransportAutonomous will become a very big part of developed markets, cost curves will come downDara Khosrowshahi44.4%unknownunknownpending
243_020multi_vectorAuto/TransportAutonomous will take a while to penetrate developing markets (70+ countries Uber operates in)Dara Khosrowshahi44.4%unknownunknownpending
243_021multi_vectorAuto/TransportAutonomous cars will make it not sensible to own your own carDara Khosrowshahi44.4%unknownunknownpending
243_023multi_vectorAuto/TransportAutonomous is enormous opportunity for TAM expansion across mobility and deliveryDara Khosrowshahi44.4%unknownunknownpending
243_047multi_vectorAuto/TransportAutonomous revolution will have even more impact on society than UberDara Khosrowshahi44.4%unknownunknownpending
244_005multi_vectorAuto/TransportFewer and fewer drivers on the road, like fewer people knowing how to ride a horseDara Khosrowshahi44.4%unknownunknownpending
244_009multi_vectorAuto/TransportAutonomous insurance will have multiple layers: AV provider coverage plus additional layersDara Khosrowshahi44.4%unknownunknownpending
244_011multi_vectorAuto/TransportAutonomous transportation will eventually make transportation cheaperDara Khosrowshahi44.4%unknownunknownpending
236_042multi_vectorAuto/TransportInsurance underwriting will flip from driver risk to systemic risk as FSD maturesSalim Ismail43.5%unknownunknownpending
243_038multi_vectorLabor/JobsCapital assets (cars) will at some point replace some labor (drivers)Dara Khosrowshahi43.5%unknownunknownpending
243_034multi_vectorAuto/TransportAutonomous is bringing new customers and expanding the market, not just replacing human drivingDara Khosrowshahi41.8%unknownunknownpending
243_017multi_vectorAuto/TransportCost of lidar and cameras will continue coming down, making new cars autonomous-ready within 10 yearsDara Khosrowshahi41.6%unknownunknownpending
243_013multi_vectorAuto/TransportEvery new car sold 10 years from now will have autonomous softwareDara Khosrowshahi41.0%unknownunknownpending
244_010multi_vectorRoboticsMachines will be more predictable than human drivers with higher acceptance ratesDara Khosrowshahi40.9%unknownunknownpending
243_036multi_vectorAuto/TransportPrice of rides will come down with autonomous drivingDara Khosrowshahi40.6%unknownunknownpending
243_016multi_vectorAuto/TransportAutonomous will remain a very large fragmented industry, like OEMsDara Khosrowshahi40.6%unknownunknownpending
243_014multi_vectorAuto/Transport10+ autonomous providers will operate on streets of LA a decade from nowDara Khosrowshahi39.5%unknownunknownpending
243_037multi_vectorLabor/JobsDrivers will be able to transition to becoming fleet managers/owners of autonomous vehiclesDara Khosrowshahi39.3%unknownunknownpending
244_002multi_vectorAuto/TransportHumans will be demonstrably less safe than autonomous drivers (within 25 years, not 15)Dara Khosrowshahi37.6%unknownunknownpending
230_020multi_vectorAuto/TransportPeter's 14-year-old son Milan will never get a driver's license.Peter Diamandis34.7%unknownunknownpending
243_009multi_vectorAuto/TransportRegulation will come into place making autonomous safety case demonstrably superiorDara Khosrowshahi34.6%unknownunknownpending
246_033multi_vectorAIInsecurity of human-authored code will be recognized before insecurity of human drivers is legally.Alex Wissner-Gross34.2%unknownunknownpending
AUT_013multi_vectorAuto/Transport'Unsupervised' Tesla Robotaxis will achieve operational capability across 25-50% of the United States by end of 2026 — initial production slow but deployment scales to capture multi-trillion-dollar transportation market. Humanoid robots (Optimus) event...Elon Musk15.0%unknownunknownpending

Adverse scenarios (0)

Predictions where this ticker is displaced
PredDomainPredictionPredictorCurrentMoveImpactMechanism
No adverse scenarios