On the heels of the announced Microsoft partnership and investment in GM’s autonomous driving efforts, Microsoft is working with the VW Group to use its cloud technology for VW’s efforts around connected and autonomous vehicles. The company seems to be establishing key partnerships with the legacy automakers most advanced in their efforts at driving toward an EV and AV future. While believe GM is leading, VW is far along on this path as well.

This is more evidence that Microsoft will be one of the leaders in a future TaaS world. For the long-term investor, owning the stock is important.

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