Cathie Wood’s Ark Investment Management predicts autonomous vehicles will reduce the cost-per-mile of mobility, creating a $10 trillion opportunity for autonomous ride-hailing services. Tesla leads in self-driving technology, but Uber’s network may give it an edge in the race. Ark’s “Big Ideas” report highlights the potential growth in the autonomous vehicle industry.

Uber’s experience in digital infrastructure and user-friendly platforms, with a network of 189 million users, positions it well for the autonomous ride-hailing market. Partnering with over 20 companies in the autonomous industry, including Waymo and Stellantis, Uber doesn’t need to develop its own car to dominate the market. Tesla faces challenges in building its own platform and network.

Uber’s revenue growth of 17% in 2025 outpaces Tesla’s decline, yet Tesla’s stock is four times more expensive than Uber’s on a price-to-sales basis. Uber’s P/S ratio is 3.6 compared to Tesla’s 16.1. Uber’s potential for growth in the autonomous ride-hailing market, with reduced labor costs and increased revenue, makes it a more attractive investment option.

Considerations before buying Uber stock include the company’s growth potential in the autonomous ride-hailing market. The Motley Fool’s Stock Advisor team has identified the 10 best stocks for investors, and Uber Technologies did not make the list. Uber’s more attractively valued stock compared to Tesla’s, along with its potential for explosive growth in the autonomous market, makes it a promising investment opportunity.

Read more at Nasdaq: A $10 Trillion Opportunity: Why This Unstoppable Stock Could Be a Better Buy Than Tesla Ahead of the Autonomous Driving Revolution