The robotaxi wars are heating up, and one player seems poised to dominate. How? By controlling everything from manufacturing to AI.

Think about it: when you own the vehicle production, battery tech, software stack, and data pipeline, competitors face an impossible gap. Price per mile? Advantage. Scale and deployment speed? Crushing it. Hardware optimization, software iteration, AI training loops? All in-house.

This is what vertical integration looks like in practice. While others scramble to patch together partnerships across suppliers, one company just... builds it all. The self-driving space might see a winner-take-most scenario faster than people expect. Can rivals even catch up when they're playing catch-up on seven fronts simultaneously?