[flexer2]

One thing I like about their business model is that it isn't just the autonomous/teleoperation tech, but also that they're a full-service trucking company. That kind of integration should hopefully allow them to provide the same service as a normal trucking company but with much lower cost.

Even if the company just serves long-haul routes from depots in less congested areas very close to freeway on-ramps, that's still a huge market, and the labor cost savings would likely be huge if humans are just driving from the depot to the freeway.

Related, I was thinking about the idea of teleoperation for drone deliveries recently as well. The same kind of "last mile" problem exists for landing cargo from a drone. Have the drone fly from the warehouse to the customer location, and then pass it over to someone sitting in their house with a joystick to control landing and delivery of the cargo. Once the delivery is complete and the drone is airborne again, have it fly autonomously back to the depot. Pay people $1/landing or something like that.

The last mile is going to be the hardest part of any of these autonomous businesses. The hybrid teleoperation model where the computer handles the relatively easy (but mundane) parts makes total sense.