2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deployment across major cities.

Some players are expanding their fleets and coverage, while others are working to remove safety drivers and enter new metro areas. Meanwhile, several ride-hailing companies face strategic challenges as they invest in fleets but lack proprietary AV technology.

In this week’s episode, Senior Research Analyst for the Internet Sector, Ross Sandler, and Global Head of the Product Management Group, Patrick Coffey, discuss the emerging investment themes, from rapid fleet growth to evolving partnerships and the race to improve remote operator ratios for cost efficiency.

Listen in as they map out where the robotaxi journey is headed in 2026.

Listeners can hear more on this topic:

•Flip Side #76 – Is the AI investment cycle a sign of history repeating?

•Barclays Brief #7 - US dollar & the AI capex cycle

Clients can read more on Barclays Live:

•Charts Worth a Look: The US Robotaxi Market Heading into 2026

•Tesla, Inc. - FSD data driving excitement...we see considerations, but narrative remains intact

•What if... robotaxis & ride-hail drive a $42bn alcohol boom in the US?

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If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, and Global Head of Equities Distribution, Ronnie Wexler, walk through the late‑cycle credit playbook for 2026: why spreads might finally move, how trillion‑dollar ambitions for AI are colliding with debt markets, and why private credit’s rapid growth brings new complexity and risk.​

They also examine structural credit market shifts, such as portfolio trading and liquidity dynamics, and what they could mean for stability as financing needs expand across public and private markets. Dive into the full conversation to explore where credit markets may go next.​

Listeners can hear more on this topic:​

Barclays Brief Ep. 5: Private credit: Hidden interconnectivity​

Barclays Brief Ep. 6: Hyperscalers: Hypergrowth, higher risk ​

Clients can read more on Barclays Live:​

Not just sunshine and rainbows: https://live.barcap.com/go/publications/link?contentPubID=FP692f6577b7837d79e2140dee&restriction=DEBT​

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Conversations about AI often revolve around the outlooks for the Mag7, capex or the resources required to power the technology. This episode of the Barclays Brief explores agentic AI’s potential for tangible results if applied to the energy industry. Lydia Rainforth, Head of European Energy Equity Research, joins Patrick Coffey to explain how agentic AI, defined as systems that plan, decide and act without human intervention, could unlock $80bn in productivity gains by 2030. ​

The bulk of productivity gains could be realised in upstream – the exploration and extraction of raw oil and natural gas. Lydia breaks down practical use cases from faster seismic interpretation and higher hit rates in exploration to more precise, increasingly autonomous drilling. They also look at the hardware offering innovation in predictive maintenance using drones and robots that could cut downtime and increase output. ​

Listen now to hear the insights and the introduction of Barclays’ AI Readiness framework (BAIR), which allows clients of Barclays Investment Bank to see companies graded by their level of implementation of AI, helping identify potential winners and laggards.

Listeners can hear more on this topic:​

Barclays Brief Ep 6 - Hyperscalers: Hypergrowth, higher risk

Barclays Brief Ep 7 - US dollar & the AI capex cycle

Barclays Brief Ep 8 - Critical minerals: the new oil

Clients can read more on Barclays Live:​

New Horizons – Agentic AI, the $80bn game-changer for energy

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