Jamie Tomalin · 27 August 2026 · Investment Thesis

AVs as a Bellwether for Autonomy

Jamie Tomalin, VC @ Triple Point

Autonomous vehicles' transition to scale offers a bellwether for how other industries will be automated: the real value lies not in the enabling tech but in the services ecosystem (financing, insurance, maintenance, fleet management) that surrounds it—and which business models win (owned vs. fleet, hub-and-spoke operations, hardware leasing) will determine winners across robotics and AI.

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Topics: Transportation & Mobility · AI (Horizontal)

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