I am not convinced that the winner will be Google, nor can I can choose between the existing car manufacturers. If you were to attempt to invest in self-driving cars as a phenomenon, what would you invest in? What is a proxy investment for the public investor?
Below are a few of my investment ideas, although I’m afraid all are subject to many other forces beyond self-driving cars. I’d love to hear your ideas in the comments below or via email– what is the purest proxy for self-driving cars?
Suburban housing… self-driving cars will mean less time spent driving and parking, meaning living further away from urban centers will be more tolerable. Expect suburban property values at medium distances from major cities to increase in value.
via Ben Thompson.