A Multibagger in the Making: Huge Bet on Self-Driving Cars

Behind the headlines about cameras and LiDAR, another sensor is fighting for dominance. Billions are at stake, one winner takes it all — and this startup is burning cash to grab that slot.

One of the main goals of this blog is to uncover multibaggers — companies that can multiply in value over time. That means doing the hard work: digging into sectors, separating hype from reality, and finding those few players with the potential to scale.

Right now, one of the spaces that could produce such companies is autonomous driving, robotaxis, and advanced automotive tech. But it’s a tough hunt — some ideas die quickly, others are still years away from real revenue.

Everyone talks about cameras and LiDAR when it comes to self-driving cars. But there’s a third technology that almost no one outside the industry is paying attention to — a sensor that works in fog, in heavy rain, at night, and at a fraction of the cost.

Source: ARBE Robotics

A handful of companies are racing to perfect it. One of them is tiny, publicly traded, and still pulling in only a few hundred thousand dollars in revenue per quarter. But it has already landed Tier-1 partners, design wins in China, and a real shot at becoming the industry standard by 2027–2028.

If it succeeds, the payoff could be massive.