At the Sohn San Francisco Conference, Jay Kahn, the founder of Flight Deck Capital, laid out a compelling vision for the future of the automotive industry, one where AI-driven innovation will reshape not only how we get from point A to point B but also which companies will thrive in this transformative landscape.
Kahn’s message was clear: artificial intelligence will disrupt the automotive industry more rapidly and profoundly than many expect, with autonomous vehicles (AVs) leading the charge. Here’s why he believes this shift will create a massive opportunity for investors—especially those focused on companies like
