Autonomous technologies cover the self-driving vehicle stack - perception, prediction, planning and control software, the silicon and sensor hardware it runs on, and the commercial operators deploying robotaxis, autonomous trucks and last-mile delivery robots. The category went through a brutal capital reset after 2022 - Argo AI shut down, Apple's Project Titan was cancelled in early 2024, Cruise wound down its robotaxi business after GM pulled funding in late 2024 and TuSimple delisted from NASDAQ in 2024. What remains is more concentrated and increasingly commercial: Waymo crossed 200,000 paid trips per week in late 2025, Mobileye drives most production-car L2+/L3 design wins, and the Chinese operators (Pony.ai, WeRide, Baidu Apollo Go) ramped robotaxi services across major cities.

The sector spans Level 4 robotaxi operators, autonomous trucking, last-mile delivery robots and sidewalk delivery, production-car L2-L3 ADAS suppliers, autonomous-driving silicon and central compute, lidar and perception sensors, AV simulation and validation tooling, and the underlying foundation-model and end-to-end neural network stacks now displacing classical modular pipelines.

Revenue is still largely pre-commercial outside of production ADAS - per-trip fees on operating robotaxi fleets, per-mile freight contracts in autonomous trucking, ADAS hardware-and-software royalties paid by OEMs at production, multi-year OEM development contracts, simulation SaaS contracts paid by AV programs, and a growing line of foundation-model partnerships.

Autonomous technologies is part of Mobility.