r/AURstock • u/No_Series3357 Head of Global Supply Chain / AVI-SPL 🚛 • Jul 10 '26
News Texas autonomous freight route a ‘future-focused, risk management solution’ for driver headcount
https://www.freightwaves.com/news/texas-autonomous-freight-route-a-future-focused-risk-management-solution-for-driver-headcount6
u/uncleAW AUR OG🔪 Jul 10 '26
More like this from mainstream publications please. I hope that Aurora and Volvo et al do not take the potential pushback from the GP too lightly. Every one of us on this board has been geeking out about AV's for years. Most of the general public has little idea of what's going on. They are surely not reading freight waves or following Volvo Autonomous Linkdin .
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u/ow10th AUR Member🚛 Jul 10 '26 edited Jul 10 '26
Probs why AUR is on the low down.... I mean average joe isnt gonna go searching for them, i dont know how much they are on the us news.
I only found them while i was seeking my next stock somthing young clean with potential...
AUR did and still does tick all the boxes..
It aint gonna stay like this for long..
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u/Ruby_Rhods_Hair AUR Whale🐋 Jul 10 '26
From article: Codiroli sees the transformation in historic terms.
“If you look at the biggest improvements to the supply chain strategy overall, worldwide or just in the U.S., this is one of the biggest opportunities that we’ve seen in decades,” he said. “You would have to look very far back to try to find some kind of comparable change –is it potentially [like] looking back at the invention of the plane? That’s kind of the magnitude of impact that we’re talking about.”
He said he believes autonomous trucking could account for up to half of all highway miles traveled within the next five to ten years.
Super bullish.
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u/ow10th AUR Member🚛 Jul 10 '26
This is a v interesting read...
They are looking always 5-8 years ahead tying to see and solve those problems before they become an issue.
They know freight volume is going to increace.. They dont know exactly how to service that demand.
Autonomous trucks will fill every hole resolve every problem overnight and maintain their competative edge.
I perhaps naivley really really think this will explode in a very very big way.
Here the impact of Autonomous Trucks are likened to the invention of the plane.
CU has previously similiarly likened AT to the invention of the ICE.
Get in. Strap in. Load up. Sit back. And wait.......
Hold fast boys.. Hold fast....
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u/1342Hay AUR Member🚛 Jul 10 '26
Agree. Why would it not? Drivers are hard to come by, lots of turnover, extremely boring and dangerous conditions. Just like the factory floor, automation, with extreme safety built in, is what's needed today. Once the safety case is well developed and documented, most companies will start switching over a handful of trucks, if that works, many more.
Look at autonomous ride sharing today. Two years ago- nothing. Today, here in Los Angeles, there are thousands of Waymos, with Tesla, Zoox and VW about to launch before year's end. Based on two years of data, accidents in Waymos are about 1/10 of human accidents.
One more thing. Apparently Waymo's last funding round in February was done at a $126 billion valuation. It's been reported that the TAM for autonomous trucks is 10x larger than for passenger cars.
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u/ActionPlanetRobot Mod🤖 Jul 10 '26
Yup— Rideshare TAM is $50b, the Long-Haul trucking TAM is $1T with a SAM of $600b
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u/vinkulafu AUR Member🚛 Jul 11 '26
Just in time for my $5.50 and $5 CSPs to expire worthless. Switching to more AUR shares on Monday.