Late on Monday, Lyft Inc. (LYFT) announced plans to launch robotaxis as soon as 2026 alongside Mobileye (MBLY) and Maurbeni. The deal will compete with Tesla (TSLA) and Alphabet's (GOOGL) Waymo, all while Uber Technologies (UBER) ramps up focus on autonomous tech. Ivan Feinseth discusses the investment potential in the companies behind the autonomous industry while Tom White offers bullish example option trades for Lyft and Uber.