The catalyst
Uber Expect To Scale Autonomous Deployments Significantly, Deploying 2K+ Fully Driverless Vehicles By The End Of 2027, Roughly Half In The U.S. And Half Internationally
The thesis
Uber said it expects to deploy more than 2,000 fully driverless vehicles by the end of 2027, split roughly evenly between the U.S. and international markets. The autonomous-vehicle deployment catalyst is most closely aligned with TSLA among the allowed tickers.