HomeMarket NewsSeize the Opportunity: Harnessing the 'Apple II Moment' in Autonomous Vehicle Innovation

Seize the Opportunity: Harnessing the ‘Apple II Moment’ in Autonomous Vehicle Innovation

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Elon Musk’s Robotaxi Launch: A Game-Changer for Transportation

Editor’s note: Tonight, Tesla CEO Elon Musk will unveil a major milestone at the company’s “We, Robot” event: the Robotaxi. Luke Lango, an InvestorPlace analyst, predicts this event will mark the beginning of widespread adoption of robotaxis and other autonomous vehicles (AVs) by 2025.

Earlier this week, Musk shared insights about how autonomous driving is progressing rapidly. He even showcased video proof of his own experiences on the road.

Joining us today, Luke will discuss investment opportunities arising from this AV Revolution. He has pinpointed a lesser-known robotaxi supplier that could play an essential role in Tesla’s Cybercab and potentially yield significant returns for investors.

Over to you, Luke…


When Steve Jobs revolutionized the computer industry with Apple Inc. (AAPL), he turned a vision once confined to science fiction into a reality. Apple has now become one of the world’s most valuable companies.

In the early days, there was hardly a market for personal computers when Jobs teamed up with Steve Wozniak to create the Apple I. They developed this product not just as a business venture, but out of a genuine need for a user-friendly computer.

At the time, the IBM 1401 was dominant, recognized for replacing cumbersome vacuum tubes with transistors. Although it produced over 12,000 units, the Model T of the computer era was still a massive machine, weighing around five tons—far from the portable solution Jobs and Wozniak envisioned.

In the late 1970s, the Altair 8800 emerged as a do-it-yourself computer favored by enthusiasts, but it lacked appeal for everyday users. It significantly influenced the creation of the Apple I.

Driven by their ambition to design a computer that anyone could use, they introduced the Apple II, which became the first personal computer tailored for consumers. Unlike its predecessors, this model looked like an average home appliance.

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This innovative product allowed users without extensive technical knowledge to set it up with ease. It redefined accessibility in computing and paved the way for the tech landscape we know today.

Steve Wozniak later reflected on his creativity during his time at Apple:

“Every single Apple project – computers, hard disks, everything – I had never designed those things ever in my life… I had no training in them, but I was so good at taking the little parts – like pieces of wood to build a building – that I could architect something that was perfect. And really better than the people that were used to doing it would do.”

Wozniak emphasizes a critical point: while education is valuable, it can’t replace creativity and innovative thinking.

He elaborated on this concept:

“A person who knows how to take the little elements and build on them, and write the book of how you actually put them into play, a person who comes up with the ability to write the book is better than someone who knows how to do it from past experience.

This perspective is especially relevant today as major corporations race to advance artificial intelligence. Industry giants like Microsoft Corp. (MSFT), Amazon.com, Inc. (AMZN), Alphabet Inc. (GOOGL), and Meta Platforms, Inc. (META) are investing billions into AI innovation.

While these companies generally follow strategies established by OpenAI, one firm stands out with its unique approach that could revolutionize AI, much like Apple did for personal computing.

This Week’s Launch that Could Change Everything

In just days, Tesla Inc. (TSLA) CEO Elon Musk, widely regarded as the world’s richest man, will introduce a new AI-driven product that many believe could have a transformative impact akin to the iPhone or the first personal computer.

It’s called the Robotaxi, and it’s expected to create a stir.

This vehicle is designed to be fully self-driving, lacking both a steering wheel and pedals, with a two-seat layout featuring a central console. Musk claims it offers the lowest cost-per-mile of any available transportation.

Additionally, the Robotaxi is likely to come with a ride-hailing app similar to Uber, enabling customers to order rides effortlessly at the touch of a button.

If this sounds like something out of a science fiction novel, that’s because it was inspired by similar ideas. Tonight, during the “We, Robot” event, Musk has the opportunity to turn this vision into reality, and this possibility is undeniably exciting.

Unlocking Investment Opportunities: The Robotaxi Revolution

Elon Musk’s belief in innovators over followers highlights the true potential of new technology.

Capitalizing on the Tesla Surge

Imagine a mobile phone that put the internet right in your hand, connecting you wherever you are. In the mid-2000s, that seemed like fantasy, but Apple turned it into reality with the iPhone, creating a landmark product that shifted the world’s landscape.

When science fiction meets reality, it creates a transformative effect with lucrative chances for astute investors.

Tonight, at the “We, Robot” event at 10 p.m. Eastern, Elon Musk has the potential to stir significant interest in autonomous vehicles (AVs).

This could drive a significant influx of investment into the AV market.

So, what’s the smart way to invest when a groundbreaking product is released?

It’s not just about buying shares of the company that creates it.

Consider this: since Apple unveiled the first iPhone in June 2007, its stock price has skyrocketed over 6,000%. However, an even larger gain was seen from Broadcom Inc. (AVGO), a crucial supplier for Apple, whose stock has surged more than 16,000% since the iPhone’s launch:

image 37image 37

A prime example is Tesla’s Model 3, hailed as a groundbreaking electric vehicle widely credited with mainstreaming EVs. Since its debut in July 2017, Tesla’s stock has surged approximately 1,500%. However, Tesla relied on NVIDIA Corporation (NVDA) for its advanced Autopilot technology, and since the Model 3’s launch, NVIDIA stock has jumped around 14,000%.

This illustrates a key takeaway: investing in the suppliers of innovative products can yield greater returns.

With that in mind, let’s turn to the upcoming opportunities in AV supplier stocks.

Top Supplier Stocks for the Robotaxi Era

If the Robotaxi becomes a revolutionary product in the coming years, TSLA stock is expected to rise significantly. However, history indicates that certain supplier stocks may see even higher gains.

In preparation for this potential breakthrough, I recently held a special briefing discussing key advancements in the autonomous vehicle industry, the imminent Robotaxi launch, and presented a guide to top AV tech supplier stocks to watch now.

This event focuses not just on the Robotaxi launch, but also on the broader autonomous vehicle transformation and ways to profit from it.

With the event taking place tonight, time is of the essence to gain insights into this new transport era. This opportunity ends soon, so act quickly to get involved.

Let’s aim for success in this upcoming launch.

Regards,

Luke Lango

Editor, Hypergrowth Investing

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