The way for investors to get ahead of this trend is connected car platforms.
These back-end networks ingest the deluge of digital information modern cars produce.
Today, this data informs cutting-edge driver-assisted features like automatic braking, advanced cruise control and lane assist.
Tomorrow, the information will be the backbone of autonomy.
The leader in that space, bar none, is Microsoft.
The Redmond software giant is quietly working behind the scenes to build the connected-car platform of choice in the industry. Renault Nissan became the first to join in January 2017. Volkswagen signed in October 2018.
Microsoft has cloud solutions relationships with Volvo, BMW, Toyota and Ford.