Prediction: This Autonomous Driving Stock Will Be a Much Better Buy Than Tesla Over the Long Term

The article argues that Uber is a better long-term autonomous-driving investment than Tesla. Tesla’s Cybercab faces major commercialization hurdles, including lack of broad U.S. regulatory approval, while competitors such as Alphabet’s Waymo are already operating at scale. In contrast, Uber is portrayed as the infrastructure winner: it already has the largest ride-hailing network, about 199 million monthly active users, and partnerships with around 30 autonomous-vehicle companies. The piece highlights that Uber’s first-quarter 2026 gross bookings were $53.7 billion, with autonomous trips up tenfold year over year and service available in eight U.S. cities, expanding to 15 by year-end. Financially, Uber could benefit by reducing dependence on human drivers, who consume a large share of bookings. The article also stresses valuation: Uber trades at a much lower price-to-sales multiple than Tesla, making it look less risky if autonomous adoption accelerates.