According to @garyblack00, five competitors are already completing roughly 750,000 paid unsupervised autonomous ride-hailing trips per week, highlighting rapid commercialization of unsupervised autonomy (source: Gary Black on X, Jan 7, 2026). He added that about a half-dozen OEMs are likely to launch L4 autonomous options in 2026 using NVIDIA chips and software stacks, making autonomy table stakes and indicating $TSLA will not be the only solver (source: Gary Black on X, Jan 7, 2026). @garyblack00 also noted $UBER rose 9.6% this week and could offer a lower-priced self-driving option once regulators finalize autonomous standards, potentially accelerating adoption via ride-hailing platforms (source: Gary Black on X, Jan 7, 2026). In related product news, Lucid unveiled a production-intent robotaxi with high-resolution cameras, solid-state lidar, radars, NVIDIA DRIVE AGX Thor compute, and planned Arizona production pending validation, as reported by Sawyer Merritt and cited by @garyblack00 (source: Sawyer Merritt on X, via Gary Black’s post, Jan 7, 2026). These developments imply competitive pressure on $TSLA’s autonomy premium while creating demand tailwinds for $NVDA’s automotive platforms and potential product integration upside for $UBER as approvals arrive, per @garyblack00’s assessment (source: Gary Black on X, Jan 7, 2026). The sources did not reference any direct cryptocurrency market impacts (source: Gary Black on X, Jan 7, 2026; Sawyer Merritt on X).