M BluePaper July 27, 2025 09:05 PM GMT Autos & Shared Mobility From Horsepower to Brainpower – AI Takes the Wheel As AI accelerates change in the auto industry, we forecast a US$200bn market for self- driving vehicles by 2030. We analyze what the integration of AI into vehicles implies for our coverage, highlighting a screen of 60 names with exposure to the theme. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the f ...