Riding the Wayve: The impact of autonomous vehicles on Uber, Nvidia and Microsoft
As Waymo (An Alphabet/Google company), Tesla and Uber jockey for leadership in the high growth autonomous vehicle (AV) market, we continue to track the technological shifts shaping its rapid evolution. AV technology will affect several holdings in our Global Equity Growth Fund, but most exposed are our shares in Uber (currently a 3% weight in the Fund).