10 Surprising Companies That May Cash in On the Autonomous Car Future

This piece imagined a future where cars drove themselves and the real money went to companies nobody thinks of as automotive: chipmakers, mapmakers, data brokers. Years later, names like Mobileye, Nvidia, and Waymo prove the theory more right than wrong. Here’s how that unlikely list of winners actually played out.


The days of dad driving the family in a 1956 Chevy Corvette on the family summer vacation are but a distant memory, as the automotive industry undergoes rapid technological change. Led by the ideal of the muscle car, the internal combustion engine is going by the wayside, rapidly being replaced by electric vehicles. And with the introduction of technology on a grand scale, soon cars won’t need drivers at all — everything will be done by a computer smarter and quicker than you.

A sleek red Tesla Model S driving on a scenic mountain road at sunset.340″ />

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Picture the scene: a factory-fresh Tesla gliding down a mountain road at sunset, not a hand on the wheel, while somewhere behind the curtain a list of unlikely companies are already counting the money this shift will eventually make them. It’s not the automaker cashing in biggest, and it’s not even close. The real winners of the self-driving revolution were always going to be businesses nobody thinks to associate with cars — chipmakers, mapmakers, insurers, data brokers. When this piece first ran, that idea sounded almost speculative. Looking at where the money actually flowed since, it reads more like a roadmap than a guess.

The Companies Building the Brains

Chip companies turned out to be exactly the kind of quiet winners this piece anticipated. Intel’s Mobileye built its business on camera-based driver-assistance systems and crowdsourced mapping that now runs in roughly 190 million vehicles worldwide, while Nvidia’s GPU platforms became the default choice for real-time perception and decision-making in autonomous systems. Micron, meanwhile, found itself selling ever more memory chips into every vehicle adding self-driving and driver-assist features — proof that the profit in autonomy doesn’t only sit with whoever builds the car.

Mapping the Money Nobody Sees

The other quiet winner is data. Mobileye’s crowdsourced mapping technology, pulling location data from vehicles around the globe to build high-definition maps in near real time, is exactly the kind of infrastructure business this article was pointing toward — unglamorous, essential, and largely invisible to anyone just admiring the car in the driveway. Waymo’s robotaxi network, now running hundreds of thousands of paid rides a week, shows how far that early prediction has actually played out. For muscle car fans watching the V8 give way to the algorithm, it’s a reminder that the automotive industry’s next chapter might be written by companies that have never built an engine at all.

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