Big Investing Takeaways From CES 2026

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• If horizontal partnership model works, it could be replicated with every single OEM partnering with companies like Mobileye

  80% confidence

• Commercial autonomous robotaxi service planned for late 2026 in Bay Area

  80% confidence

• Analyst team identified 10 best stocks to buy now and Nvidia wasn't one of them

  80% confidence

• Nvidia recommendation on April 15, 2005 would have turned $1,000 into $1,133,548

  80% confidence

• Stock Advisor total average return is 968% compared to 197% for S&P 500

  80% confidence

• Smart blocks represent the most significant evolution in their products since 1978 minifigure

  80% confidence

• Best strategy in autonomy for automakers may have been to wait and see who can figure it out rather than investing billions themselves

  80% confidence

• We need to remain excited about autonomous vehicles because there's a ton of CAPEX and high costs

  80% confidence

• Smart blocks feel like 'just because you can' rather than something kids will really care about or drive revenue

  80% confidence

• Lucid vehicles are expensive automobiles with $80,000 plus retail price, making the robotaxi economics questionable compared to vehicles with more economies of scale

  80% confidence

• The Uber-Lucid-Nuro partnership could create blueprint for specialized horizontal partnership model rather than vertical integration seen with Waymo

  80% confidence

• Plans to deploy about 20,000 or more autonomous vehicles over next six years across dozens of global markets

  80% confidence

• Challenges whether there's a fundamental business model behind many AI products being demonstrated at CES if GPUs are being used to build products like AI soulmates that people won't actually buy

  80% confidence

• Once autonomous systems reach critical mass of reliability, only engineers and fanboys will care about technological superiority - investing billions for marginal improvement may not be money well spent

  80% confidence

• AMI AI soulmate is an example of putting AI into products that don't need it

  80% confidence

• Netflix recommendation on December 17, 2004 would have turned $1,000 into $482,209

  80% confidence

• LG Cloudroid home robot was creepy with weird figure

  80% confidence

• Lego's most significant evolution was probably when they started marketing $500 sets for adults with creator's editions, which will be more of a revenue driver than smart blocks

  80% confidence

• Looking at CES 2026, we may be at a point on technological curve where it's hard to come up with something that really moves the needle - perhaps we're being too hard on Apple for not coming up with next big thing

  80% confidence

• Lenovo smart glasses didn't offer any compelling use cases compared to Meta's smart glasses

  80% confidence

Cited in these Via News reports

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