A Few Hundred Driverless Trucks

There are some self-driving trucks on the road by widescale deployment still seems to be 3-5 years away. There are publically traded self-driving truck technology such as Aurora Innovation (AUR), Embark Technology (EMBK) and TuSimple (TSP). Privately held self driving truck companies are like Gatik, Plus, Torc Robotics and Kodiak Robotics.

Gatik specializes in shorter routes, including metropolitan areas. Gatik moves goods between micro-fulfillment centers, smaller distribution centers and drop-off locations such as retail storefronts and other convenient local pickup points where consumers can access their goods. Many of Gatik routes at the moment are in the 50- to 75-mile range.

Gatik now operates fully driverless trucks for Walmart (WMT) in Arkansas and Canadian food and pharmacy retailer Loblaw in Ontario.

The company operates about 45 light- and medium-duty box trucks for customers in North America. It expects to have more than 100 by the end of 2023.

Federal law limits trucker drive time to 11 hours before taking a 10-hour break. Autonomous trucks aren’t subject to the same limitations and can operate 24/7. They only need to stop to refuel and get their sensors wiped clean. One-day mileage for long-haul trucks can increase about 125% using autonomous technology.

Embark and TuSimple have had significant layoffs.

2 thoughts on “A Few Hundred Driverless Trucks”

  1. In the United States, not only self-driving trucks are launching rapidly. It’s the whole sphere of delivery that is going through changes. Since the pandemic, it’s a brainer that we want to find new automotive ways to deliver “on road”. I feel that it’s not early to make assumptions about the future of delivery, the food delivery app development
    sphere is going viral. Apps are being created day by day.

  2. In the US, last time I checked, we had about 6 million people who make a living as truckers, taxi drivers, limo drivers, and bus drivers.

    When they are mostly replaced (and it may be a long time yet, or not) there will be less work for mechanics, body shops, truck stops, insurance agents, DMV clerks, and many, many others. And when it comes it will come very quickly.

    Against this, we will probably have around one to two hundred thousand programmers and engineers dedicated to driverless technology. This is the very definition of a disruptive technology. Yet to turn aside from it is self-destructive on so many levels.

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